Coinbase Global Inc (COIN)vsTransUnion (TRU)
COIN
Coinbase Global Inc
$152.40
-7.15%
FINANCIAL SERVICES · Cap: $45.84B
TRU
TransUnion
$70.66
+0.07%
FINANCIAL SERVICES · Cap: $12.75B
Smart Verdict
WallStSmart Research — data-driven comparison
Coinbase Global Inc generates 33% more annual revenue ($6.29B vs $4.73B). TRU leads profitability with a 14.9% profit margin vs 12.7%. COIN appears more attractively valued with a PEG of 1.01. TRU earns a higher WallStSmart Score of 72/100 (B).
COIN
Hold50
out of 100
Grade: D+
TRU
Strong Buy72
out of 100
Grade: B
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 430.6% YoY
Reasonable price relative to book value
Earnings expanding 172.0% YoY
Areas to Watch
Distress zone — elevated risk
ROE of 5.9% — below average capital efficiency
Weak financial health signals
Premium valuation, high expectations priced in
Distress zone — elevated risk
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : COIN
The strongest argument for COIN centers on EPS Growth, Price/Book. PEG of 1.01 suggests the stock is reasonably priced for its growth.
Bull Case : TRU
The strongest argument for TRU centers on EPS Growth. Revenue growth of 13.7% demonstrates continued momentum. PEG of 1.06 suggests the stock is reasonably priced for its growth.
Bear Case : COIN
The primary concerns for COIN are Altman Z-Score, Return on Equity, Piotroski F-Score. A P/E of 64.2x leaves little room for execution misses.
Bear Case : TRU
The primary concerns for TRU are Altman Z-Score, Debt/Equity.
Key Dynamics to Monitor
COIN profiles as a declining stock while TRU is a value play — different risk/reward profiles.
COIN carries more volatility with a beta of 3.38 — expect wider price swings.
TRU is growing revenue faster at 13.7% — sustainability is the question.
COIN generates stronger free cash flow (183M), providing more financial flexibility.
Bottom Line
TRU scores higher overall (72/100 vs 50/100) and 13.7% revenue growth. Both earn "Strong Buy" and "Hold" 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.
Visit Website →TransUnion
FINANCIAL SERVICES · FINANCIAL DATA & STOCK EXCHANGES · USA
TransUnion offers risk and information solutions. The company is headquartered in Chicago, Illinois.
Visit Website →Compare with Other FINANCIAL DATA & STOCK EXCHANGES Stocks
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