Coinbase Global, Inc. (COIN) vs TransUnion (TRU)

Coinbase Global, Inc. and TransUnion are both Financial Data & Stock Exchanges companies. Coinbase Global, Inc. is the larger, with a market value of $52.3B against $13.0B — 4.0× the size. Coinbase Global, Inc. has negative trailing earnings, so its P/E is not meaningful; TransUnion trades at 18.1×. TransUnion grew revenue faster over the last twelve months: 12.4% against −10.4%. TransUnion has the higher net margin (15.1% vs −15.7%) and the higher return on invested capital (5.99% vs 2.62%). Across the 21 metrics below, TransUnion leads on 16 and Coinbase Global, Inc. on 5.

Valuation

Metric COIN TRU Financial Data & Stock Exchanges median
P/E n/m 18.06 21.77
P/S 8.18 2.72 7.79
P/B 3.93 2.66 3.85
Price to free cash flow 47.08 16.88 18.75
EV/EBITDA 60.84 11.73 15.55
EV/Sales 8.45 3.64 6.94
Earnings yield (1.89%) 5.54% 4.49%
Free cash flow yield 2.12% 5.92% 4.68%

Profitability

Metric COIN TRU Financial Data & Stock Exchanges median
Gross margin 86.35% 58.73% 70.90%
Operating margin 9.86% 18.67% 29.55%
Net margin (15.72%) 15.08% 23.21%
Free cash flow margin 22.97% 16.09% 29.05%
Return on equity (7.85%) 15.34% 15.34%
Return on assets (3.96%) 6.33% 6.82%
Return on invested capital 2.62% 5.99% 9.96%

Growth

Metric COIN TRU Financial Data & Stock Exchanges median
Revenue growth (TTM) (10.35%) 12.37% 9.16%
EPS growth (last fiscal year) (53.06%) 60.00% —
Revenue growth, 5-year CAGR (1.74%) 12.58% 7.76%
Net income growth, 5-year CAGR (19.04%) 5.82% 9.78%

Health

Metric COIN TRU Financial Data & Stock Exchanges median
Debt to equity 0.82 1.07 0.48
Current ratio 2.42 1.90 1.06
Net debt to EBITDA 0.66 2.83 1.08

Dividend

Metric COIN TRU Financial Data & Stock Exchanges median
Dividend yield — 0.60% 1.16%
Payout ratio 0.00 0.38 0.42

Size

Metric COIN TRU Financial Data & Stock Exchanges median
Market cap 52.33b 13.04b 27.94b

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