CRCLCircle Internet Group

$95.69

$50.2352 weeks$150.48

Price

$95.69-32%1Y

1M+51%1Y-32%

Prices are end-of-day closes. This is a research view, the focus is on the fundamentals, quality and valuation below, not intraday price.

Smart Score

Average

6/10

Value97

Quality5

Momentum32

Growth71

Strongest Value, weakest Quality · ranked vs Financial Services peers. The five questions below judge the company on its own terms.

What they do

Arc is designed to serve as the economic operating system of the internet and bring more economic activity onchain. In addition to Arc itself, we offer a suite of developer tools and interoperability services designed to reduce complexity and enable developers and enterprises to build, deploy, and operate consumer-scale applications that deliver and move value across blockchain networks.

In the company’s own words · 10-K filed Mar 9, 2026 · SEC EDGAR

P/E (TTM)-

Market Cap$18.39B

1Y Return-32%

5Y Return-

Business segments

Jun 2026 · $33.6M

The company’s own SEC segment disclosure.

Subscription And Services$28.2M84%
Transaction$5.3M16%
Other Services$96.0K0%

Circle Internet Group (CRCL) reported revenue of $694M in Q1 2026 (quarter ended Mar 31, 2026), up 20% from the same quarter a year earlier. That came with a gross margin of 100% and net income of $55M (8.0% of revenue). For the full year FY2025, revenue was $2.75B (+64% year on year) and net income −$70M. Its largest product in Jun 2026 was Subscription And Services at $28M, 84% of the disclosed total, well ahead of Transaction at 16%.

Raw charts

9 series · TTM

As reported to the SEC, without any scoring.

Capital Markets

Ranks #17 of 33 by Smart Score

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