WallStSmart

Coinbase Global Inc (COIN)vsPhilip Morris International Inc (PM)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Philip Morris International Inc generates 503% more annual revenue ($41.49B vs $6.88B). PM leads profitability with a 26.7% profit margin vs 18.3%. COIN appears more attractively valued with a PEG of 0.78. COIN earns a higher WallStSmart Score of 60/100 (C).

COIN

Buy

60

out of 100

Grade: C

Growth: 7.3Profit: 6.5Value: 5.0Quality: 6.0
Piotroski: 2/9Altman Z: 1.78

PM

Buy

54

out of 100

Grade: C-

Growth: 4.7Profit: 8.5Value: 4.0Quality: 5.3
Piotroski: 5/9Altman Z: 2.18
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for COIN.

PMSignificantly Overvalued (-48.0%)

Margin of Safety

-48.0%

Fair Value

$115.64

Current Price

$170.99

$55.35 premium

UndervaluedFair: $115.64Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

COIN4 strengths · Avg: 8.8/10
EPS GrowthGrowth
430.6%10/10

Earnings expanding 430.6% YoY

Market CapQuality
$50.96B9/10

Large-cap with strong market position

PEG RatioValuation
0.788/10

Growing faster than its price suggests

Free Cash FlowQuality
$3.07B8/10

Generating 3.1B in free cash flow

PM3 strengths · Avg: 9.7/10
Market CapQuality
$266.69B10/10

Mega-cap, among the largest globally

Operating MarginProfitability
36.0%10/10

Strong operational efficiency at 36.0%

Profit MarginProfitability
26.7%9/10

Keeps 27 of every $100 in revenue as profit

Areas to Watch

COIN4 concerns · Avg: 2.8/10
Altman Z-ScoreHealth
1.784/10

Distress zone — elevated risk

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

P/E RatioValuation
70.9x2/10

Premium valuation, high expectations priced in

Revenue GrowthGrowth
-22.2%2/10

Revenue declined 22.2%

PM4 concerns · Avg: 2.8/10
PEG RatioValuation
1.934/10

Expensive relative to growth rate

Return on EquityProfitability
0.0%3/10

ROE of 0.0% — below average capital efficiency

EPS GrowthGrowth
-9.3%2/10

Earnings declined 9.3%

Free Cash FlowQuality
$-752.00M2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull Case : COIN

The strongest argument for COIN centers on EPS Growth, Market Cap, PEG Ratio. Profitability is solid with margins at 18.3% and operating margin at 11.3%. PEG of 0.78 suggests the stock is reasonably priced for its growth.

Bull Case : PM

The strongest argument for PM centers on Market Cap, Operating Margin, Profit Margin. Profitability is solid with margins at 26.7% and operating margin at 36.0%.

Bear Case : COIN

The primary concerns for COIN are Altman Z-Score, Piotroski F-Score, P/E Ratio. A P/E of 70.9x leaves little room for execution misses.

Bear Case : PM

The primary concerns for PM are PEG Ratio, Return on Equity, EPS Growth.

Key Dynamics to Monitor

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

COIN carries more volatility with a beta of 3.38 — expect wider price swings.

PM is growing revenue faster at 9.1% — sustainability is the question.

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

Bottom Line

COIN scores higher overall (60/100 vs 54/100), backed by strong 18.3% margins. Both earn "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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Philip Morris International Inc

CONSUMER DEFENSIVE · TOBACCO · USA

Philip Morris International Inc. (PMI) is a Swiss-American multinational cigarette and tobacco manufacturing company, with products sold in over 180 countries. The most recognized and best selling product of the company is Marlboro.

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