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CRCL

NYSE
Neutral · 50/100

Circle Internet Group Inc

Information Technology
Technology

$69.26

7.2%

Updated Today 12:11 PM ET

Report Card

CRCL at a glance — five pillars scored 0–100 from real filed financials.

Value
Growth
0
Profitability
0
Health
0
Dividends
0

Overall: Neutral · 50/100. A wider, greener shape means more pillars look healthy. Dividends scores 0 when a company pays none — that is a choice, not a flaw.

Price — Past Year

▼ Down 63.4% over the last 12 months

Price 50-day average 200-day averageSource: Yahoo Finance · refreshed daily
Key Metrics

Market Cap

$16.06B

P/E

Forward P/E (est.)

ROE

-2.6%

Revenue Growth

51.5%

EPS Growth

Profit Margin

-2.8%

FCF Yield

Debt / Equity

0.01x

ROIC

-2.0%

Interest Coverage

Current Ratio

1.03x

Dividend Yield

Implied Growth (rev. DCF)

5.5%

Rating Score

50/100

Business Overview
Research

Circle Internet Group Inc (CRCL) is a large-cap company in the Technology industry, part of the Information Technology sector of the S&P 500, with a market value around $16.06B.

In its latest reported year it generated about $109.82M in revenue and posted a net loss of $69.51M.

Our model rates CRCL Neutral (50/100) on growth, profitability, financial health, and valuation. The summary below is built from its filed financials and current ratios and refreshes automatically.

Technical Analysis (Educational)
Research

Technical analysis reads price and volume to judge momentum and timing. It complements the fundamentals above — it does not replace them. Here is what CRCL's chart says today, with each tool explained.

Trend — moving averages. A moving average is the average closing price over a window, which smooths out daily noise. CRCL trades near $69.26, below its 50-day average ($95.30) and 200-day average ($96.74). Price below both averages is a downtrend — momentum is against buyers for now.

Momentum — RSI. The Relative Strength Index runs 0–100 and measures how strong recent gains are versus losses. Above 70 is "overbought", below 30 "oversold". At 41 it is in neutral territory — neither stretched nor washed out.

MACD. MACD compares two moving averages to flag shifts in momentum. Its histogram is currently negative — short-term momentum is fading.

Volatility — ATR. Average True Range is the typical daily move. CRCL's is $6.37 (~9.2% of price), so swings of about that size each day are normal — handy for setting a stop that isn't too tight.

Support & resistance. Over the last month CRCL found buyers near $61.77 (support) and sellers near $88.11 (resistance); its 52-week range is $49.90–$262.97. A decisive break beyond either edge often marks the next move.

Volume. The latest session traded 0.5× the 20-day average — lighter than usual, so the move carries less conviction. Rising volume on up-days suggests real buying; on down-days, real selling.

Educational information to help you read a chart — not a recommendation or a forecast. It updates daily as the price and indicators change.

Revenue Growth
Research

2Y CAGR

135.2%

2/2 checks passedRevenue growingRevenue growth beats sector midpoint

Revenue moved from $19.86M in 2023 to $109.82M in 2025, a 135.2% compound annual growth rate. The most recent year grew a strong 51.5% year over year. Consistent top-line growth is one sign of healthy demand.

Profitability
Research
0/4 checks passedProfitableNet margin above sector midpointROE above 12%ROIC above 10%

Gross Margin

39.8%

Operating Margin

-87.8%

Net Margin

-63.3%

ROE

-2.6%

Circle Internet Group Inc keeps about -2.8% of each sales dollar as net profit, with a 39.8% gross margin and -87.8% operating margin. Return on equity is -2.6% and return on invested capital about -2.0%. The company is currently unprofitable on a net basis.

Debt Analysis
Research
3/3 checks passedDebt under 1× equityDebt under 2× equityShort-term bills covered

Total Debt

Net Debt

Net Debt / EBITDA

Debt / Equity

0.01x

Leverage: debt-to-equity is 0.0x, with a current ratio of 1.0x. That is a conservative balance sheet — a cushion in downturns.

Cash Flow Analysis
Research
1/1 checks passedMarket expects achievable growth (<8%)

Operating CF

$542.13M

Free Cash Flow

$529.70M

FCF Margin

482.3%

In the latest year Circle Internet Group Inc produced about $542.13M of operating cash flow and $529.70M of free cash flow after capital spending. Cash flow is what ultimately pays shareholders, so it is worth tracking over time.

Valuation Analysis
Research
1/1 checks passedTrading below DCF fair value

P/E

P/S

5.85x

P/B

5.61x

EV / EBITDA

CRCL trades at n/a trailing earnings, 5.8x sales, and 5.6x book value. Reverse-engineering today's price implies the market expects roughly 5.5% long-term free-cash-flow growth. With no positive trailing earnings, value it on sales, cash flow, or growth rather than P/E.

DCF Fair Value (Educational)

A two-stage discounted cash flow on real SEC-filed free cash flow — the intrinsic-value anchor professional analysts triangulate from.

DCF fair value / share

Current price

$69.26

+37% · Below fair-value estimate

Starting FCF (latest 10-K)

$529.70M

Growth, years 1–5

20.0%

Fade to terminal, years 6–10

2.5%

Discount rate

9.0%

PV of 10-yr free cash flow$8.18B
PV of terminal value$13.75B
Estimated equity value$21.94B

Cash flows grow at the stage-1 rate (trailing revenue growth, capped at 20%) for five years, fade to 2.5% by year 10, and continue at that rate forever (Gordon terminal value), all discounted at 9.0%. Small changes in assumptions move the result a lot — treat this as one reference point, not a target price. Educational only, not investment advice.

Metrics vs. Sector Range

Where CRCL sits versus its Information Technology sector peers in the S&P 500.

TTM P/E
Forward P/E
P/S ratio
5.8xFair
Revenue growth
51.5%Strong
EPS growth
Gross margin
39.8%Average
Net margin
-2.8%Weak
ROE
-2.6%Weak

Bands show the middle half (25th–75th percentile) of the 57 Information Technology companies in the S&P 500 — the peer-relative anchor professional comps analysis uses. Context only — not investment advice.

Sector Peer Comparison

How CRCL stacks up against its Information Technology peers — valuation, profitability, and growth versus the sector median.

In the Information Technology sector (137 S&P 500 companies), CRCL ranks #42 of 137 by our overall rating.

P/E vs sector

median 44.5x

ROE vs sector

-2.6%

median 21.1%

Growth vs sector

51.5%

median 18.1%

Sector rank

#42

of 137 by rating

CompanyP/ERev Gr.Rating
CRCLThis stock51.5%Neutral· 50
GIB11.7x7.9%Neutral· 54
IONQ56x334.6%Favorable· 66
DOCN57.3x17.6%Neutral· 47
DT80.2x18.8%Weak· 38
IOT29.6%Neutral· 48
FIGWeak· 29
GWRE70x24.9%Neutral· 52
Information Technology median44.5x18.1%0/100

Valuation vs. quality map

sector medianGIBIONQDOCNDTGWREP/E — cheaper ←→ pricierROE — more profitable ↑

The sweet spot is upper-left: more profitable (higher ROE) for a lower P/E. Dashed lines mark the sector median.

Compare side by side

Peers are the closest Information Technology companies by sub-industry and size. Sector median is across all 137 S&P 500 names in the sector. Educational, not a recommendation.

Bull Case

The case for CRCL:

  • Revenue is growing 51.5% a year, a sign of real demand.
  • A conservative balance sheet (debt/equity 0.0x) lowers risk.
Bear Case

The case against CRCL:

  • Thin net margins (-2.8%) leave little room for error.
  • Like any single stock, it is exposed to competition, the economic cycle, and shifts in its end markets.
Key Risks
Research

Margin risk — thin profitability (-2.8%) is vulnerable to cost or pricing pressure.

Market risk — sector rotation, the economic cycle, and broad sentiment move the stock regardless of fundamentals.

Investment Thesis
Research

On balance, the picture is mixed: Circle Internet Group Inc is a large-cap information technology business still growing nicely, with modest profitability, and a sound balance sheet. It trades at n/a earnings, which our model scores Neutral (50/100). Weigh this against your own goals and time horizon — this is educational information, not a recommendation.

CRCL — frequently asked questions

Is CRCL a good stock to buy?

We don't give buy or sell advice. Our model rates Circle Internet Group Inc Neutral (50/100) based on its growth, profitability, financial health, and valuation — use that as a research starting point and make your own decision.

What is CRCL's rating on The Stocks School?

Circle Internet Group Inc currently scores 50/100 (Neutral) on our transparent model, which weighs real fundamentals: growth, margins, returns on capital, balance-sheet strength, and valuation.

How our ratings work
Where does CRCL's data come from?

Live price data plus real fundamentals and 5-year financials pulled directly from Circle Internet Group Inc's SEC filings — refreshed automatically, not hand-entered.

How is the 5-year projection for CRCL calculated?

It's a scenario model: it grows revenue at an assumed rate, applies a profit margin and a valuation multiple, and shows the resulting share-price range. The assumptions are yours to change — it's a tool for thinking, not a prediction.

Is this CRCL analysis financial advice?

No. Everything on this page is educational research, not financial advice or a recommendation to buy or sell CRCL. Always do your own research and consider a licensed professional.

Data notice. Fundamentals and financial statements are sourced from company filings (SEC EDGAR) and market-data providers; prices and market caps refresh on trading days and may be delayed. Ratings, projections, technical signals, and written summaries are model- or rule-generated for education and may simplify or lag the latest filings.

Not advice. Nothing on this page is investment advice or a recommendation to buy, hold, or sell any security. Do your own research and consult a licensed financial professional before investing.