WallStSmart

Coinbase Global Inc (COIN)vsPNC Financial Services Group Inc (PNC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

PNC Financial Services Group Inc generates 224% more annual revenue ($22.32B vs $6.88B). PNC leads profitability with a 31.1% profit margin vs 18.3%. COIN appears more attractively valued with a PEG of 0.75. PNC earns a higher WallStSmart Score of 73/100 (B).

COIN

Buy

60

out of 100

Grade: C

Growth: 5.3Profit: 6.5Value: 9.3Quality: 7.0
Piotroski: 2/9Altman Z: 1.78

PNC

Strong Buy

73

out of 100

Grade: B

Growth: 7.3Profit: 7.5Value: 10.0Quality: 5.0
Piotroski: 5/9Altman Z: 0.15
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

COINUndervalued (+26.4%)

Margin of Safety

+26.4%

Fair Value

$208.26

Current Price

$181.10

$27.16 discount

UndervaluedFair: $208.26Overvalued
PNCUndervalued (+73.5%)

Margin of Safety

+73.5%

Fair Value

$776.41

Current Price

$205.95

$570.46 discount

UndervaluedFair: $776.41Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

COIN2 strengths · Avg: 8.0/10
PEG RatioValuation
0.758/10

Growing faster than its price suggests

Free Cash FlowQuality
$3.07B8/10

Generating 3.1B in free cash flow

PNC6 strengths · Avg: 9.2/10
Price/BookValuation
1.5x10/10

Reasonable price relative to book value

Profit MarginProfitability
31.1%10/10

Keeps 31 of every $100 in revenue as profit

Operating MarginProfitability
39.3%10/10

Strong operational efficiency at 39.3%

Market CapQuality
$83.43B9/10

Large-cap with strong market position

P/E RatioValuation
12.4x8/10

Attractively priced relative to earnings

EPS GrowthGrowth
29.1%8/10

Earnings expanding 29.1% YoY

Areas to Watch

COIN4 concerns · Avg: 3.3/10
EPS GrowthGrowth
4.3%4/10

4.3% earnings growth

Altman Z-ScoreHealth
1.784/10

Distress zone — elevated risk

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

P/E RatioValuation
40.7x2/10

Premium valuation, high expectations priced in

PNC2 concerns · Avg: 3.0/10
PEG RatioValuation
2.174/10

Expensive relative to growth rate

Altman Z-ScoreHealth
0.152/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : COIN

The strongest argument for COIN centers on PEG Ratio, Free Cash Flow. Profitability is solid with margins at 18.3% and operating margin at 11.3%. PEG of 0.75 suggests the stock is reasonably priced for its growth.

Bull Case : PNC

The strongest argument for PNC centers on Price/Book, Profit Margin, Operating Margin. Profitability is solid with margins at 31.1% and operating margin at 39.3%.

Bear Case : COIN

The primary concerns for COIN are EPS Growth, Altman Z-Score, Piotroski F-Score. A P/E of 40.7x leaves little room for execution misses.

Bear Case : PNC

The primary concerns for PNC are PEG Ratio, Altman Z-Score.

Key Dynamics to Monitor

COIN profiles as a declining stock while PNC is a mature play — different risk/reward profiles.

COIN carries more volatility with a beta of 3.71 — expect wider price swings.

PNC is growing revenue faster at 9.6% — sustainability is the question.

COIN generates stronger free cash flow (3.1B), providing more financial flexibility.

Bottom Line

PNC scores higher overall (73/100 vs 60/100), backed by strong 31.1% margins. COIN offers better value entry with a 26.4% margin of safety. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Coinbase Global Inc

FINANCIAL SERVICES · FINANCIAL DATA & STOCK EXCHANGES · USA

Coinbase Global, Inc. provides financial infrastructure and technology for the crypto economy. The company is headquartered in Wilmington, Delaware.

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PNC Financial Services Group Inc

FINANCIAL SERVICES · BANKS - REGIONAL · USA

PNC Financial Services Group, Inc. (stylized as PNC) is a bank holding company and financial services corporation based in Pittsburgh, Pennsylvania. Its banking subsidiary, PNC Bank, operates in 21 states and the District of Columbia with 2,296 branches and 9,051 ATMs. The company also provides financial services such as asset management, wealth management, estate planning, loan servicing, and information processing.

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