Galaxy Digital Inc. (GLXY)
Financials · Cryptocurrency financial services and AI infrastructure · Nasdaq
Galaxy Digital is a financial services and infrastructure company bridging institutional and retail access to crypto assets while building AI-scale data center capacity.
What Galaxy Digital Inc. does
Galaxy Digital is a global financial services and infrastructure company serving institutional and retail clients seeking exposure to digital assets and AI/high-performance computing. The company operates two core segments: Digital Assets (offering OTC spot and derivatives trading, lending, structured products, M&A advisory, ETF management, and blockchain infrastructure services) and Data Centers (developing HPC infrastructure for AI workloads, exemplified by the Helios campus in West Texas). Galaxy facilitates digital asset adoption for ~1,700 trading counterparties with ~$8.7 billion in platform assets, while also launching consumer-facing products like GalaxyOne.
Themes: ["Digital assets / cryptocurrency trading and infrastructure","Institutional crypto financial services","AI / HPC infrastructure and data centers","Blockchain infrastructure and staking","Retail crypto/digital asset access","Asset management and ETFs"]
Fundamentals
- Price$24.88 as of 2026-07-10 close
- Market cap$9.7B as of 2026-07-12
- 1-year return+21.9% as of 2026-07-10 close
- P/E123.02 as of 2026-07-12
- Net margin-0.2% as of 2026-07-12
- ROE-3.7% as of 2026-07-12
- Debt / equity0.83 as of 2026-07-12
- Revenue CAGR (3y)+8.2% SEC XBRL
- Beta3.64 as of 2026-07-12
Key risks (from latest filing)
["Regulatory uncertainty around cryptocurrency and digital assets at federal and state levels creates compliance, operational, and reputational risks","Significant net losses ($482M in Q4 2025) and negative Adjusted EBITDA indicate the company is unprofitable and capital-intensive, with uncertain path to profitability","Dependence on CoreWeave for HPC data center revenue (long-term lease agreement) and exposure to volatility in crypto asset valuations and institutional demand"]
Competitors & peers
- Coinbase (COIN)
- Kraken (private, but leading crypto exchange)
- Gemini (Winklevoss-founded, private)
- Jump Crypto / Citadel Securities (traditional finance entrants to crypto)
- Grayscale Investments / BlackRock (crypto asset management)
- CoreWeave (primary HPC infrastructure partner, also a competitor in AI data centers)
- Digital Realty / Equinix (EQIX) (traditional data center competitors)
Fundamentals: Finnhub, as of 2026-07-12. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-10.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.