Coinbase Global (COIN)
What the price implies
A reverse DCF: instead of guessing a fair value, it asks what growth today's price already assumes. How it works.
Fundamental grade
Five factors scored 1 to 9 from COIN's latest numbers, weighted into one grade. It describes the business, not whether the stock is a buy.
Key numbers
Results from SEC filings
Fiscal years, from Coinbase Global's 10-K filings. The deep dive has 15+ years, quarters and every line.
| Fiscal year | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Revenue | $7.8B | $3.2B | $3.1B | $6.6B | $7.2B |
| Net income | $3.6B | -$2.6B | $95M | $2.6B | $1.3B |
| Free cash flow | $4.0B | -$1.6B | $610M | — | — |
| EPS (diluted) | $14.50 | -$11.83 | $0.37 | $9.48 | $4.45 |
| Operating margin | 39.2% | -84.8% | -5.2% | 35.1% | 20.0% |
Where the revenue comes from
Revenue by products, fiscal 2025.
Superinvestors who own COIN
From each investor's latest 13F filing (what a 13F shows). 2 of the investors we track hold it.
| Investor | Last quarter | Value | % of portfolio | Quarter |
|---|---|---|---|---|
| Cliff Asness AQR Capital Management |
Added | $23M | 0.01% | Q2 2026 |
| Joel Greenblatt Gotham Asset Management |
Trimmed | $346,909 | 0.00% | Q2 2026 |
Insider buying
Open-market purchases by Coinbase Global's executives and directors in the last 12 months, from SEC Form 4 filings. What insider buying tells you.
| Date | Insider | Shares | Price | Value |
|---|---|---|---|---|
| Feb 24, 2026 | Ro Khanna |
0 | $162.03 | — |
| Feb 24, 2026 | Ro Khanna |
0 | $162.03 | — |
| Feb 17, 2026 | Ro Khanna |
0 | $166.02 | — |
| Feb 17, 2026 | Ro Khanna |
0 | $166.02 | — |
| Feb 6, 2026 | Ro Khanna |
0 | $165.12 | — |
| Feb 6, 2026 | Ro Khanna |
0 | $165.12 | — |
| Feb 5, 2026 | Ro Khanna |
0 | $146.12 | — |
| Feb 5, 2026 | Ro Khanna |
0 | $146.12 | — |
| Jan 30, 2026 | Gilbert Ray Cisneros, Jr. |
0 | $194.74 | — |
| Jan 30, 2026 | Gilbert Ray Cisneros, Jr. |
0 | $194.74 | — |
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In the full deep dive
Questions
Are Coinbase Global insiders buying the stock?
10 open-market insider purchases of COIN in the last 12 months, from SEC Form 4 filings.
Which superinvestors own Coinbase Global?
2 of the superinvestors Investingly tracks hold COIN in their latest 13F, including Cliff Asness, Joel Greenblatt.
Prices and ratios as of Oct 7, 2026; statements from SEC filings. Information only, not investment advice. Superinvestor holdings come from 13F filings, which are filed up to 45 days after each quarter ends.