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Bakkt vs Coinbase Global: revenue, profit, margins and growth compared

Bakkt brought in $2.3B of revenue in fiscal 2025, Coinbase Global $7.2B in fiscal 2025. Revenue changed by -32.1% at Bakkt and +9.4% at Coinbase Global on the year before, so Coinbase Global grew faster. Bakkt kept -4.6% of its revenue as net profit, Coinbase Global 17.6%.

Side by side, latest fiscal year

BKKTCOIN
Fiscal year endedFY2025 (December 31, 2025)FY2025 (December 31, 2025)
Revenue$2.3B$7.2B
Revenue growth-32.1%+9.4%
Net income-$107.2M$1.3B
Net margin-4.6%17.6%
Free cash flown/an/a
Free cash flow marginn/an/a
Earnings per share (diluted)-$8.87$4.45
Cash$27M$11.3B
Debtn/a$7.2B
Price to earningsn/a43.8
Market value$383.1M$51.5B
Dividend yieldn/an/a
Rank by revenue in sector#134 of 444 · Finance#76 of 444 · Finance

Over the years

Revenue
BKKT FY2020: $28.5MBKKT FY2022: $56.2MBKKT FY2023: $727MBKKT FY2024: $3.4BBKKT FY2025: $2.3BCOIN FY2019: $533.7MCOIN FY2021: $1.3BCOIN FY2021: $7.8BCOIN FY2022: $3.2BCOIN FY2023: $3.1BCOIN FY2024: $6.6BCOIN FY2025: $7.2BFY19FY20FY21FY22FY23FY24FY25
BKKT $2.3BCOIN $7.2B
Net income
BKKT FY2020: -$79.6MBKKT FY2022: -$578.1MBKKT FY2023: -$74.9MBKKT FY2024: -$46.7MBKKT FY2025: -$107.2MCOIN FY2019: -$30.4MCOIN FY2021: $322.3MCOIN FY2021: $3.6BCOIN FY2022: -$2.6BCOIN FY2023: $94.9MCOIN FY2024: $2.6BCOIN FY2025: $1.3BFY19FY20FY21FY22FY23FY24FY25
BKKT -$107.2MCOIN $1.3B
Net margin
BKKT FY2020: -279.4%BKKT FY2022: -1,028.2%BKKT FY2023: -10.3%BKKT FY2024: -1.4%BKKT FY2025: -4.6%COIN FY2019: -5.7%COIN FY2021: 25.2%COIN FY2021: 46.2%COIN FY2022: -82.2%COIN FY2023: 3.1%COIN FY2024: 39.3%COIN FY2025: 17.6%FY19FY20FY21FY22FY23FY24FY25
BKKT -4.6%COIN 17.6%
Revenue growth
BKKT FY2023: +1,193.0%BKKT FY2024: +373.3%BKKT FY2025: -32.1%COIN FY2021: +139.3%COIN FY2021: +513.7%COIN FY2022: -59.3%COIN FY2023: -2.7%COIN FY2024: +111.2%COIN FY2025: +9.4%FY21FY22FY23FY24FY25
BKKT -32.1%COIN +9.4%
Free cash flow
BKKT FY2020: -$51.5MBKKT FY2022: -$148.1MBKKT FY2023: -$70.1MBKKT FY2024: -$24.3MCOIN FY2019: -$114.1MCOIN FY2021: $283.6MCOIN FY2021: $4BCOIN FY2022: -$1.6BFY19FY20FY21FY22FY23FY24
BKKT -$24.3MCOIN -$1.6B

Fiscal years as each company reports them; the two may end in different months.

Questions about Bakkt and Coinbase Global

Which is bigger by revenue, Bakkt or Coinbase Global?

Coinbase Global is bigger by revenue: $7.2B in fiscal 2025, against $2.3B for Bakkt in fiscal 2025.

Which keeps more of its revenue as profit, Bakkt or Coinbase Global?

Bakkt had a net margin of -4.6% in fiscal 2025; Coinbase Global had 17.6% in fiscal 2025.

Which grew revenue faster, Bakkt or Coinbase Global?

In their latest fiscal years revenue changed by -32.1% at Bakkt and +9.4% at Coinbase Global.

Where do these numbers come from?

From the annual reports each company files with the SEC (10-K, or 20-F and 40-F for foreign companies), read from their XBRL data. Margins and growth are simple arithmetic on those figures. Nothing here is a recommendation.

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