COIN

Coinbase Global, Inc.

Financial Services · $45.4B market cap

Share price

$183.00

close of Oct 3, 2026

Fair value

$146.50

Sticker Price

Payback Price

$58.60

buy price

Overpriced

COIN is Overpriced: at $183.00 it trades 25% above its fair value of $146.50. Its buy price (Payback Price) is $58.60, 68% below today's price. Business quality is mixed: 2 of 5 key numbers clear the 10% bar.

How we valued it

Owner Earnings. Earnings have been shrinking, but the business still generates cash, so we value it on its cash flow instead of its earnings.

Business quality

2 of 5 clear the 10% bar. What are the Big Five?

Earnings per share growth-50.6% a year✗

Equity per share growth34.6% a year✓

Sales growth34.5% a year✓

Free cash flow growth-4.6% a year✗

Return on invested capital7.0%✗

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Superinvestors

1 of the investors we track holds COIN. In Q2 2026, 1 sold out. Who we track

Samantha McLemore

Patient Capital Management · as of Q2 2026

$67.5M

462,016 shares

Moves in Q2 2026

Sold out: Howard Marks

Insider activity

Since Jun 16, 2026: no open-market purchases, 38 sales worth $11.3M and 37 other filings (stock awards, tax withholding and similar). Why purchases matter

Sales

Andreessen Marc L

director · 2026-09-08

Sold

$2.5M

WILSON FREDERICK R

director · 2026-09-01

Sold

$181K

WILSON FREDERICK R

director · 2026-09-01

Sold

$147K

WILSON FREDERICK R

director · 2026-09-01

Sold

$238K

WILSON FREDERICK R

director · 2026-09-01

Sold

$213K

Show all 38 sales

WILSON FREDERICK R

director · 2026-09-01

Sold

$250K

WILSON FREDERICK R

director · 2026-09-01

Sold

$602K

WILSON FREDERICK R

director · 2026-09-01

Sold

$159K

Jones Jennifer N.

Chief Accounting Officer · 2026-08-24

Sold

$389K

WILSON FREDERICK R

director · 2026-08-03

Sold

$87K

WILSON FREDERICK R

director · 2026-08-03

Sold

$89K

WILSON FREDERICK R

director · 2026-08-03

Sold

$397K

WILSON FREDERICK R

director · 2026-08-03

Sold

$1.5M

WILSON FREDERICK R

director · 2026-08-03

Sold

$197K

WILSON FREDERICK R

director · 2026-08-03

Sold

$1.5M

WILSON FREDERICK R

director · 2026-08-03

Sold

$181K

WILSON FREDERICK R

director · 2026-08-03

Sold

$270K

WILSON FREDERICK R

director · 2026-08-03

Sold

$327K

WILSON FREDERICK R

director · 2026-08-03

Sold

$118K

WILSON FREDERICK R

director · 2026-08-03

Sold

$147K

WILSON FREDERICK R

director · 2026-08-03

Sold

$87K

WILSON FREDERICK R

director · 2026-08-03

Sold

$14K

WILSON FREDERICK R

director · 2026-08-03

Sold

$51K

WILSON FREDERICK R

director · 2026-08-03

Sold

$92K

WILSON FREDERICK R

director · 2026-07-01

Sold

$294K

WILSON FREDERICK R

director · 2026-07-01

Sold

$211K

WILSON FREDERICK R

director · 2026-07-01

Sold

$451K

WILSON FREDERICK R

director · 2026-07-01

Sold

$128K

WILSON FREDERICK R

director · 2026-07-01

Sold

$16K

WILSON FREDERICK R

director · 2026-07-01

Sold

$63K

WILSON FREDERICK R

director · 2026-07-01

Sold

$172K

WILSON FREDERICK R

director · 2026-07-01

Sold

$46K

WILSON FREDERICK R

director · 2026-07-01

Sold

$31K

WILSON FREDERICK R

director · 2026-07-01

Sold

$61K

WILSON FREDERICK R

director · 2026-07-01

Sold

$45K

WILSON FREDERICK R

director · 2026-07-01

Sold

$45K

WILSON FREDERICK R

director · 2026-07-01

Sold

$15K

WILSON FREDERICK R

director · 2026-07-01

Sold

$15K

Other filings

Armstrong Anthony

director · 2026-09-01

Award

3,110 shares

Armstrong Anthony

director · 2026-09-01

Award

1,806 shares

HAAS ALESIA J

Chief Financial Officer · 2026-08-20

Option exercise

5,869 shares

HAAS ALESIA J

Chief Financial Officer · 2026-08-20

Tax withholding

$1.3M

HAAS ALESIA J

Chief Financial Officer · 2026-08-20

Option exercise

4,101 shares

Show all 37 other filings

HAAS ALESIA J

Chief Financial Officer · 2026-08-20

Option exercise

6,847 shares

Lehane Chris

director · 2026-08-20

Option exercise

748 shares

Davies Christa

director · 2026-08-20

Tax withholding

$9K

Davies Christa

director · 2026-08-20

Option exercise

748 shares

Choi Emilie

President & COO · 2026-08-20

Option exercise

11,738 shares

Choi Emilie

President & COO · 2026-08-20

Option exercise

6,076 shares

Choi Emilie

President & COO · 2026-08-20

Tax withholding

$2.9M

Choi Emilie

President & COO · 2026-08-20

Option exercise

10,143 shares

Choi Emilie

President & COO · 2026-08-20

Option exercise

8,419 shares

Jones Jennifer N.

Chief Accounting Officer · 2026-08-20

Option exercise

1,321 shares

Jones Jennifer N.

Chief Accounting Officer · 2026-08-20

Tax withholding

$401K

Jones Jennifer N.

Chief Accounting Officer · 2026-08-20

Option exercise

1,214 shares

Jones Jennifer N.

Chief Accounting Officer · 2026-08-20

Option exercise

2,029 shares

Choi Emilie

President & COO · 2026-08-15

Award

67,353 shares

Clement Paul

director · 2026-06-16

Option exercise

748 shares

Clement Paul

director · 2026-06-16

Option exercise

1,167 shares

Andreessen Marc L

director · 2026-06-16

Award

2,303 shares

Andreessen Marc L

director · 2026-06-16

Option exercise

1,150 shares

Davies Christa

director · 2026-06-16

Award

2,392 shares

Davies Christa

director · 2026-06-16

Tax withholding

$15K

Davies Christa

director · 2026-06-16

Option exercise

1,167 shares

Kramer Kelly A.

director · 2026-06-16

Award

2,657 shares

Kramer Kelly A.

director · 2026-06-16

Option exercise

1,268 shares

Rajaram Gokul

director · 2026-06-16

Option exercise

1,234 shares

Rajaram Gokul

director · 2026-06-16

Award

2,480 shares

Ehrsam Frederick Ernest III

director · 2026-06-16

Option exercise

1,150 shares

Ehrsam Frederick Ernest III

director · 2026-06-16

Award

2,303 shares

WILSON FREDERICK R

director · 2026-06-16

Award

2,834 shares

Lehane Chris

director · 2026-06-16

Award

2,215 shares

Lehane Chris

director · 2026-06-16

Option exercise

1,100 shares

Lutke Tobias

director · 2026-06-16

Award

2,215 shares

Lutke Tobias

director · 2026-06-16

Option exercise

1,100 shares

About Coinbase Global, Inc.

Coinbase Global, Inc. delivers fundamental financial infrastructure and technological solutions to the expanding cryptoeconomy, operating across both the United States and international markets. The company provides a core financial gateway for individual consumers navigating the digital asset space. For institutional clients, it manages a dynamic trading venue that ensures abundant liquidity for cryptocurrency…

Financial - Data & Stock Exchanges

Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works

Verdict

How we valued it

Business quality

Superinvestors

Insider activity

Sales

Other filings

About Coinbase Global, Inc.