Crypto Exchange / Custody / Staking

Crypto-asset exchanges, brokerages, custodians, staking-service providers, and crypto treasury holding companies whose economics are driven by digital asset trading volume, transaction take rate, assets on platform, custody AUC, staking assets and yield, stablecoin revenue sharing, and on-balance-sheet crypto holdings. The model is distinct from investment_bank because the traded asset class is cr

Each company on its own headline number

TickerCompanyTheir metricPeriodYoYA year ago
MFINMedallion Financial Corp.Home improvement loan portfolioFY2026-Q2+10.2%+3.9%
WDWalker & Dunlop, Inc.Servicing portfolioFY2026-Q2+6.2%+3.4%
OPRTOportun Financial CorporationAnnualized Net Charge-Off RateFY2026-Q2+0.1 pts-0.4 pts
BKKTBakkt Holdings, Inc.Crypto-enabled accountsFY2025-Q1+7.9%+8.6%
LDIloanDepot, Inc.Organic Refinance Consumer Direct Recapture RateFY2026-Q2-2.0 pts+0.0 pts
OPFIOppFi Inc.Annualized average yieldFY2026-Q2-3.9 pts+1.1 pts
EXODExodus Movement, Inc.Monthly Active UsersFY2026-Q2-6.7%-0.4%
GDOTGreen Dot CorporationCash TransfersFY2025-Q4-9.2%-0.6%
VELVelocity Financial, Inc.Portfolio Loan CountFY2026-Q2+18.7%+28.3%
MARAMarathon Digital Holdings, Inc.Bitcoin ProducedFY2026-Q2+2.7%+14.6%
ABTCAmerican Bitcoin CorpBitcoin MinedFY2026-Q2+202.6%+266.7%
COINCoinbase Global, Inc.Institutional Spot Trading VolumeFY2025-Q4-37.7%+176.0%

Where they use the same metric

  • Adjusted Earnings Before Interest, Taxes, Depreciation, and Amortization — reported by 3 of 124

A side-by-side appears only when three or more companies report the same metric in the same unit under their own definition. Companies are listed in value order, not ranked: whether a higher number is better is not asserted.

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