COIN vs MSTR
COIN: A primary bridge to the crypto economy, providing trading, custody, and financial infrastructure services for individuals and institutions. MSTR: A hybrid company that combines an massive corporate bitcoin treasury strategy with a legacy AI-powered enterprise analytics software business.
Side-by-side fundamentals
| Metric | COIN | MSTR | Edge |
|---|---|---|---|
| Price as of 2026-07-27 close | $167.49 | $98.65 | |
| Market cap as of 2026-07-31 | $43.1B | $33.9B | |
| P/E as of 2026-07-31 | 53.83 | n/a | |
| PEG as of 2026-07-31 | 3.95 | -0.03 | MSTR lower |
| Net margin as of 2026-07-31 | +12.2% | -2482.0% | COIN higher |
| Gross margin as of 2026-07-31 | +86.1% | +68.1% | COIN higher |
| Operating margin as of 2026-07-31 | +10.8% | -2853.1% | COIN higher |
| ROE as of 2026-07-31 | +5.7% | -23.7% | COIN higher |
| ROA as of 2026-07-31 | +2.8% | -19.1% | COIN higher |
| Debt / equity as of 2026-07-31 | 0.58 | 0.18 | MSTR lower |
| Revenue growth (YoY) as of 2026-07-31 | -5.8% | +6.8% | MSTR higher |
| Revenue CAGR (3y) SEC XBRL | +31.0% | -1.5% | COIN higher |
| Dividend yield as of 2026-07-31 | n/a | +1.8% | |
| Beta as of 2026-07-31 | 3.36 | 3.57 | |
| 1-year return as of 2026-07-27 close | -57.2% | -75.7% | COIN higher |
Fundamentals: market data, as of 2026-07-31. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-27.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.