BANF
BancFirst Corporation
BANF's fundamentals are mixed: revenue grew 9.3%, while its operating margin held steady at 44%. At 16x earnings, it's trading right at its usual valuation. Analysts expect earnings growth.
COIN
Coinbase Global, Inc.
There isn't enough reported data to score COIN yet.
BANF Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Strong | |
| N/A | |
| N/A |
BANF's profitability is currently strong, and its revenue is stable. Free cash flow and net leverage aren't meaningful measures for financial services companies like BANF.
COIN Fundamentals
| Metric | Status |
|---|---|
| Weak | |
| Under pressure | |
| N/A | |
| N/A |
COIN's revenue and profitability are currently under pressure. Free cash flow and net leverage aren't meaningful measures for financial services companies like COIN.
BANF PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 13x | $101 | -15% |
| Forward | 15x | $119 | — |
| Fair | 16x | $118 | -0.9% |
| Current | 16x | $119 | — |
| Expensive | 19x | $144 | +22% |
Historical ranges are pointers, not guarantees.
BANF's PE is in its fair range at 16x. If earnings grow as analysts expect, today's price would be 15x next year's earnings, in its cheap range.
COIN PE Valuation
COIN has no meaningful PE right now: it lost money over the past year.
BANF Forward outlook
| Metric | Outlook |
|---|---|
| Improving | |
| Growth | |
| Growth | |
| Improving | |
| Limited | |
| High |
BANF has the edge over COIN on the outlook, with more favorable revenue expectations.
COIN Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Strong growth | |
| Stable | |
| Strongly improving | |
| Moderate | |
| Low |
Analysts expect COIN's earnings to grow and its profitability to improve, with its revenue holding steady. However, they disagree widely on these estimates.
BANF Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $8.12 | +7.9% |
| Q3 2026 | $7.53 | +7% |
| Q2 2026 | $7.41 | +6.8% |
| Q1 2026 | $7.30 | +11% |
| Q4 2025 | $7.11 | +10% |
| Q3 2025 | $7.04 | +13% |
| Q2 2025 | $6.94 | +16% |
| Q1 2025 | $6.60 | +7.8% |
| Q4 2024 | $6.44 | +1.6% |
BANF has the edge over COIN on earnings quality, reporting a profit while its opponent remains loss making.
COIN Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $1.36 | — |
| Q3 2026 | -$2.77 | -124% |
| Q2 2026 | -$3.78 | -137% |
| Q1 2026 | $2.72 | -49% |
| Q4 2025 | $4.45 | -53% |
| Q3 2025 | $11.54 | +94% |
| Q2 2025 | $10.32 | +82% |
| Q1 2025 | $5.32 | +4.1% |
| Q4 2024 | $9.48 | +2462% |
COIN has swung to a loss: it lost $2.77 per share over the past year, after a profit the year before.
BANF Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $187.4M | +6.8% |
| Q2 2026 | $187.5M | +11% |
| Q1 2026 | $179M | +8.6% |
| Q4 2025 | $181M | +11% |
| Q3 2025 | $175.5M | +7.2% |
| Q2 2025 | $169.3M | +10% |
| Q1 2025 | $164.8M | +9.2% |
| Q4 2024 | $162.9M | +8.5% |
BANF has the edge over COIN on sales, with more consistent year-over-year improvement.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 46% | +0.9 points |
| Q2 2026 | 45% | -1.7 points |
| Q1 2026 | 45% | +1.6 points |
| Q4 2025 | 42% | -2.6 points |
| Q3 2025 | 45% | -0.1 points |
| Q2 2025 | 47% | +4.7 points |
| Q1 2025 | 43% | +0.6 points |
| Q4 2024 | 44% | +4 points |
BANF has the edge over COIN on profitability, with a higher operating margin.
COIN Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $1.2B | -35% |
| Q2 2026 | $1.2B | -19% |
| Q1 2026 | $1.4B | -31% |
| Q4 2025 | $1.8B | -22% |
| Q3 2025 | $1.9B | +55% |
| Q2 2025 | $1.5B | +3.3% |
| Q1 2025 | $2B | +24% |
| Q4 2024 | $2.3B | +138% |
COIN's revenue has slid since its 2021 peak: $1.2B last quarter, down 35% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 5.1% | -21 points |
| Q2 2026 | -9.3% | -7.7 points |
| Q1 2026 | -1.5% | -36 points |
| Q4 2025 | 15% | -30 points |
| Q3 2025 | 26% | +12 points |
| Q2 2025 | -1.6% | -25 points |
| Q1 2025 | 35% | -12 points |
| Q4 2024 | 46% | +33 points |
COIN's operating margin was 5.1% last quarter, down 21 points from the same quarter a year ago.
BANF Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $69.9M | +9.7% |
| Q2 2026 | $73.3M | +14% |
| Q1 2026 | $65.1M | -0.9% |
| Q4 2025 | $43.2M | +2075% |
| Q3 2025 | $63.7M | -12% |
| Q2 2025 | $64.4M | -32% |
| Q1 2025 | $65.6M | +17% |
| Q4 2024 | $2M | -95% |
BANF's free cash flow was $251M over the past year, up 28% from the year before. Free cash flow isn't a meaningful measure for financial services companies like BANF.
COIN Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $405.5M | +$1.2B |
| Q2 2026 | $197.3M | -40% |
| Q1 2026 | $182.7M | +$365.5M |
| Q4 2025 | $3.1B | +218% |
| Q3 2025 | -$784.5M | -213% |
| Q2 2025 | $328.5M | -32% |
| Q1 2025 | -$182.7M | -144% |
| Q4 2024 | $964.6M | +$969.8M |
COIN's free cash flow was $3.9B over the past year, more than ten times what it generated the year before. Free cash flow isn't a meaningful measure for financial services companies like COIN.
BANF Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.1% | +28.6K shares |
| 1 year | +0.7% | +222K shares |
| 3 years | +1.6% | +547K shares |
| 5 years | +2.5% | +818K shares |
| Available history | +2.3% | +756K shares |
BANF has 34M diluted shares, up 0.7% from a year ago.
| Quarter | Spent |
|---|---|
| Q4 2023 | — |
| Q4 2021 | $1,000 |
| Q4 2020 | — |
| Q3 2020 | — |
| Q2 2020 | — |
| Q1 2020 | $3.1M |
COIN Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +9.3% | +24.6M shares |
| 1 year | -1.4% | -4M shares |
| 3 years | +21% | +50.7M shares |
| 5 years | +15% | +37.4M shares |
| Available history | +330% | +221M shares |
COIN has the edge over BANF on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $5.3M |
| Q2 2026 | $181.3M |
| Q1 2026 | $1.1B |
| Q4 2020 | — |
| Q3 2020 | — |
| Q2 2020 | — |
| Q1 2020 | — |
| Q4 2019 | $10.5M |
BANF Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -0.3x | Net Cash |
| Q2 2026 | -0.4x | Net Cash |
| Q1 2026 | -0.5x | Net Cash |
| Q4 2025 | -0.4x | Net Cash |
| Q3 2025 | -0.3x | Net Cash |
| Q2 2025 | -0.5x | Net Cash |
| Q1 2025 | -0.6x | Net Cash |
| Q4 2024 | -0.5x | Net Cash |
BANF has more cash than debt. Net leverage isn't a meaningful measure for financial services companies like BANF.
COIN Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -4.4x | Net Cash |
| Q2 2026 | -2.5x | Net Cash |
| Q1 2026 | -2.8x | Net Cash |
| Q4 2025 | -2.3x | Net Cash |
| Q3 2025 | -0.6x | Net Cash |
| Q2 2025 | -1.6x | Net Cash |
| Q1 2025 | -1.6x | Net Cash |
| Q4 2024 | -1.8x | Net Cash |
COIN has the edge over BANF on leverage, with a lower net debt burden relative to earnings.
BANF Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 60.4 | Neutral |
| Stochastic | 73.9 | Neutral |
BANF's weekly RSI is 60 (neutral) and its Stochastic is 74 (neutral).
COIN Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 35.3 | Neutral |
| Stochastic | 5.0 | Oversold |
COIN's weekly RSI is 35 (neutral) and its Stochastic is 5 (oversold).
BANF PE vs Financial Services Sector
| Metric | BANF | Sector median | Relative |
|---|---|---|---|
| PE | 16x | 13x | 21% above |
| PE % | 53 | 63 | 10 pts below |
BANF is trading at 16x earnings, a 21% premium to the Financial Services sector's median of 13x.
COIN PE vs Financial Services Sector
| Metric | COIN | Sector median | Relative |
|---|---|---|---|
| PE | N/A | 13x | — |
COIN has no meaningful PE right now: it lost money over the past year.
BANF Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $110.9 | 6.9% above |
| 20 week MA | $112.3 | 5.6% above |
| 50 week MA | $111.8 | 6.1% above |
| 100 week MA | $115.8 | 2.4% above |
| 200 week MA | $104.6 | 13% above |
BANF has the edge over COIN on trend strength, trading above more of its moving averages.
COIN Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $163.0 | 20% below |
| 20 week MA | $165.6 | 21% below |
| 50 week MA | $184.4 | 29% below |
| 100 week MA | $232.8 | 44% below |
| 200 week MA | $190.3 | 31% below |
COIN is in a downtrend: it's below all five of its weekly moving averages, and 31% below its 200-week average.
BANF Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $63.3 | $58.1 | -8.2% |
| 2021 | $58.1 | $69.1 | +19% |
| 2022 | $69.1 | $88.6 | +28% |
| 2023 | $88.6 | $97.3 | +9.9% |
| 2024 | $97.3 | $119.9 | +23% |
| 2025 | $119.9 | $109.7 | -8.5% |
| 2026 YTD | $109.7 | $118.6 | +8.1% |
BANF has the edge over COIN on returns for 2026, with the stronger performance.
COIN Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2021 | $342.0 | $268.2 | -22% |
| 2022 | $268.2 | $35.5 | -87% |
| 2023 | $35.5 | $173.9 | +390% |
| 2024 | $173.9 | $265.7 | +53% |
| 2025 | $265.7 | $236.9 | -11% |
| 2026 YTD | $236.9 | $130.7 | -45% |
COIN's yearly returns have swung widely, from +390% in 2023 to −87% in 2022. It's down 45% so far in 2026.