CoverageForm 410-K10-Q8-K13D13G13F

COIN · Coinbase Global, Inc. - Financials

Annual line items from SEC XBRL filings, sourced from EDGAR's Company Facts API with fallback to the quarterly Financial Statement Data Sets. See issuer overview for Form 4 activity and 10-K signals.

Price · COIN

Income Statement

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Revenue$1.41B-$1.87B$1.50B$2.03B-$1.21B$1.45B$1.64B-
Cost of Revenue----------
Gross Profit----------
R&D$525.65M-$430.58M$387.32M$355.37M-$377.44M$364.26M$357.86M-
SG&A$376.09M-$418.45M$353.71M$394.35M-$330.39M$320.12M$287.24M-
Total Operating Expenses$1.43B-$1.39B$1.52B$1.33B-$1.04B$1.11B$877.11M-
D&A$68.01M---$33.33M---$29.33M-
Operating Income($21.42M)-$480.53M($24.65M)$705.81M-$169.51M$343.12M$760.46M-
Interest Expense$22.57M-$21.77M$20.54M$19.07M-$20.53M$21.67M$19.07M-
Income Tax($70.59M)-$69.59M$394.87M$16.85M-($6.91M)($96.39M)$261.18M-
Net Income($394.12M)-$432.55M$1.43B$65.61M-$75.50M$36.15M$1.18B-
EPS - Basic($1.49)-$1.65$5.60$0.26-$0.30$0.15$4.84-
EPS - Diluted($1.49)-$1.50$5.14$0.24-$0.28$0.14$4.40-

Balance Sheet

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Cash & Equivalents$10.21B$11.29B$8.68B$7.54B$8.05B$8.54B$7.72B$7.23B$6.71B$5.14B
Accounts Receivable$296.24M$307.12M$308.42M$223.00M$245.11M$265.25M$187.00M$236.44M$280.36M$168.29M
Inventory----------
Accounts Payable$112.21M$117.61M$85.86M$68.52M$62.52M$63.32M$39.38M$37.44M$26.82M$39.29M
Current Assets$19.68B$20.39B$22.09B$17.49B$17.45B$18.11B$286.43B$282.89B$343.84B$203.47B
Total Assets$28.85B$29.67B$31.35B$23.48B$21.73B$22.54B$290.56B$286.96B$348.04B$206.98B
Current Liabilities$9.19B$8.70B$9.19B$8.23B$6.93B$7.94B$277.59B$274.35B$335.73B$197.71B
Long-term Debt$5.94B$5.94B$5.93B$2.97B$4.24B$4.23B$4.23B$4.23B$4.23B$2.98B
Total Liabilities$15.37B$14.88B$15.33B$11.38B$11.26B$12.27B$281.83B$278.59B$339.97B$200.70B
Stockholders' Equity$13.48B$14.79B$16.02B$12.09B$10.47B$10.28B$8.73B$8.37B$8.07B$6.28B
Retained Earnings$5.83B$6.22B$6.89B$6.46B$5.03B$4.96B$3.67B$3.59B$3.56B$1.82B

Cash Flow

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Operating Cash Flow$182.74M---($182.73M)---$411.49M-
Investing Cash Flow($239.06M)---($231.65M)---($125.68M)-
Financing Cash Flow($864.91M)---($893.80M)---$1.93B-
CapEx----------
Free Cash Flow----------

Ratios

MetricQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Profitability
Gross margin----------
Operating margin-1.5%-25.7%-1.6%34.7%-14.1%23.7%46.4%-
EBITDA margin3.3%---36.3%---48.2%-
Net margin-27.9%-23.1%95.4%3.2%-6.3%2.5%71.8%-
Free cash flow margin----------
FCF / Net income----------
R&D / Revenue37.2%-23.0%25.9%17.5%-31.3%25.1%21.9%-
SG&A / Revenue26.6%-22.4%23.6%19.4%-27.4%22.1%17.5%-
Effective tax rate--13.9%21.7%20.4%--10.1%-18.2%-
Return on assets-1.4%-1.4%6.1%0.3%-0.0%0.0%0.3%-
Return on equity-2.9%-2.7%11.8%0.6%-0.9%0.4%14.6%-
Return on invested capital-0.1%-1.9%-0.1%3.8%-1.3%2.2%5.1%-
Liquidity
Current ratio2.142.342.402.132.522.281.031.031.021.03
Quick ratio2.142.342.402.132.522.281.031.031.021.03
Cash ratio1.111.300.940.921.161.080.030.030.020.03
Leverage
Debt / Equity0.440.400.370.250.400.410.480.510.520.47
Debt / Assets0.210.200.190.130.190.190.010.010.010.01
Debt / EBITDA127.52---5.73---5.35-
Interest coverage-0.9x-22.1x-1.2x37.0x-8.3x15.8x39.9x-
Equity multiplier2.142.011.961.942.082.1933.2934.2843.1232.95
Liabilities / Assets0.530.500.490.480.520.540.970.970.980.97
Efficiency
Asset turnover0.05-0.060.060.09-0.000.010.00-
Inventory turnover----------
Days sales outstanding77d-60d54d44d-57d60d62d-
Days inventory outstanding----------
Days payable outstanding----------
Cash conversion cycle----------
Valuation
P / E--225.0x68.2x717.6x-636.3x1587.4x60.3x-
P / B3.4x-6.1x8.1x4.5x-5.5x7.1x8.8x-
P / S32.7x-52.7x65.3x23.0x-39.5x40.9x43.4x-
EV / EBITDA900.9x---58.0x---86.8x-
Growth
Revenue growth (YoY)-30.5%-55.1%3.3%24.2%-78.8%104.8%112.0%-
Revenue CAGR (3y)22.3%-46.8%22.8%20.4%-56.3%98.1%104.8%-
Revenue CAGR (5y)49.3%---------
Gross profit growth (YoY)----------
Operating income growth (YoY)--183.5%--7.2%-----
Net income growth (YoY)--473.0%3852.7%-94.4%-----
EPS growth (YoY)--435.7%3571.4%-94.5%-----
EPS CAGR (3y)------6.8%-72.1%--
EPS CAGR (5y)----------
FCF growth (YoY)----------
FCF CAGR (5y)----------
Book value growth (YoY)28.8%43.9%83.6%44.5%29.7%63.6%47.4%45.5%42.2%15.2%

Sales by segment

From XBRL dimensional facts in the 10-K period ending 2025-12-31.

Product / service

$20.70B total
Bank Servicing And Subscription And Circulation$6.88B · 33.3%
Bank Servicing$4.06B · 19.6%
Bank Servicing Consumer Net$3.32B · 16.1%
Subscription And Circulation$2.83B · 13.7%
Subscription And Circulation Stablecoin$1.35B · 6.5%
Subscription And Circulation Blockchain Infrastructure Service$677.40M · 3.3%
Subscription And Circulation Other$554.77M · 2.7%
Bank Servicing Institutional$479.67M · 2.3%
Other Revenue$297.89M · 1.4%
Bank Servicing Other$252.89M · 1.2%

Geographic

$7.18B total
US$6.01B · 83.7%
Non Us$1.17B · 16.3%

Peer comparison

Same SIC group: Finance Services

CompanyRevenue (last FY)Net marginROE
SYF--21.2%
LDI$1.19B-5.3%-16.2%
UPST$1.04B5.1%6.7%
AXP$72.23B15.0%32.4%
SOFI$3.61B13.3%4.6%

Comparing Coinbase Global against the 5 most active filers in the same SIC group.