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Bakkt vs Circle Internet: revenue, profit, margins and growth compared

Bakkt brought in $2.3B of revenue in fiscal 2025, Circle Internet $2.7B in fiscal 2025. Revenue changed by -32.1% at Bakkt and +63.9% at Circle Internet on the year before, so Circle Internet grew faster. Bakkt kept -4.6% of its revenue as net profit, Circle Internet -2.5%.

Side by side, latest fiscal year

BKKTCRCL
Fiscal year endedFY2025 (December 31, 2025)FY2025 (December 31, 2025)
Revenue$2.3B$2.7B
Revenue growth-32.1%+63.9%
Net income-$107.2M-$69.5M
Net margin-4.6%-2.5%
Free cash flown/a$529.7M
Free cash flow marginn/a19.3%
Earnings per share (diluted)-$8.87-$0.44
Cash$27M$1.5B
Debtn/an/a
Price to earningsn/an/a
Market value$383.1M$22.6B
Dividend yieldn/an/a
Rank by revenue in sector#134 of 444 · Finance#129 of 444 · Finance

Over the years

Revenue
BKKT FY2020: $28.5MBKKT FY2022: $56.2MBKKT FY2023: $727MBKKT FY2024: $3.4BBKKT FY2025: $2.3BCRCL FY2023: $1.5BCRCL FY2025: $1.7BCRCL FY2025: $2.7BFY20FY22FY23FY24FY25
BKKT $2.3BCRCL $2.7B
Net income
BKKT FY2020: -$79.6MBKKT FY2022: -$578.1MBKKT FY2023: -$74.9MBKKT FY2024: -$46.7MBKKT FY2025: -$107.2MCRCL FY2023: $267.6MCRCL FY2025: $155.7MCRCL FY2025: -$69.5MFY20FY22FY23FY24FY25
BKKT -$107.2MCRCL -$69.5M
Net margin
BKKT FY2020: -279.4%BKKT FY2022: -1,028.2%BKKT FY2023: -10.3%BKKT FY2024: -1.4%BKKT FY2025: -4.6%CRCL FY2023: 18.4%CRCL FY2025: 9.3%CRCL FY2025: -2.5%FY20FY22FY23FY24FY25
BKKT -4.6%CRCL -2.5%
Revenue growth
BKKT FY2023: +1,193.0%BKKT FY2024: +373.3%BKKT FY2025: -32.1%CRCL FY2025: +15.6%CRCL FY2025: +63.9%FY23FY24FY25
BKKT -32.1%CRCL +63.9%
Free cash flow
BKKT FY2020: -$51.5MBKKT FY2022: -$148.1MBKKT FY2023: -$70.1MBKKT FY2024: -$24.3MCRCL FY2023: $138.9MCRCL FY2025: $326.4MCRCL FY2025: $529.7MFY20FY22FY23FY24FY25
BKKT -$24.3MCRCL $529.7M

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

Questions about Bakkt and Circle Internet

Which is bigger by revenue, Bakkt or Circle Internet?

Circle Internet is bigger by revenue: $2.7B in fiscal 2025, against $2.3B for Bakkt in fiscal 2025.

Which keeps more of its revenue as profit, Bakkt or Circle Internet?

Bakkt had a net margin of -4.6% in fiscal 2025; Circle Internet had -2.5% in fiscal 2025.

Which grew revenue faster, Bakkt or Circle Internet?

In their latest fiscal years revenue changed by -32.1% at Bakkt and +63.9% at Circle Internet.

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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