AMERICAN EXPRESS CO vs Coinbase Global, Inc.. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where AXP and COIN diverge most: on net margin, AXP reads 15.1% and COIN reads -10.7%; on return on equity, AXP reads 33.0% and COIN reads -5.2%. The rest of the comparable metrics sit closer together. What AXP's price implies is an extreme bet versus history and the cohort (earnings-power basis). What COIN's price implies is a demanding bet versus history and the cohort (fee-earnings basis). The bull and bear cases for each are in their full reports below.
| Metric | AXP | COIN |
|---|---|---|
| Price | $350.48 | $159.09 |
| Market cap | $240.4B | $42.1B |
| Sector | Financial Services | Financial Services |
| Stage | Mature | Mature |
| P/E | 21.9 | 58.5 |
| P/B | 7.07 | 3.12 |
| P/S | 3.24 | 6.42 |
| EV/EBITDA | — | 52.0 |
| Revenue growth | +10.5% | +1.6% |
| Operating margin | — | -1.5% |
| Net margin | 15.1% | -10.7% |
| Return on equity | 33.0% | -5.2% |
| Return on assets | 3.6% | -2.4% |
| Dividend yield | 0.9% | — |
| Debt / equity | 1.78 | 0.63 |
| Current ratio | — | 2.14 |
| Altman Z (solvency) | 0.88 | 2.59 |
| Piotroski F (quality) | 7 / 9 | 4 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.