Is CIFR or COIN more undervalued in 2026?

CirclFi compares Cipher Digital Inc. (CIFR) and Coinbase Global, Inc. (COIN) using 13 institutional-grade valuation models. CIFR has a Quality of Company score of 4.2/10 while COIN scores 9.1/10.

Which is a better buy — CIFR or COIN?

Compare intrinsic values from 13 independent models against current market prices. CirclFi also calculates Value Trap scores. This is not financial advice — conduct your own analysis.

How do CIFR and COIN valuations compare?

CIFR at $23.65 and COIN at $189.03 are compared across Bayesian DCF, EPV, EROIC Spread, First Chicago, Markov DDM, and 8 additional models.

CIFR vs COIN Valuation Comparison 2026 — Intrinsic Value Analysis

CIFR

Finance Services

Cipher Digital Inc.

Quality

4.2

out of 10

Value Trap

SAFE

Price

$23.65

Last close

Models

12/13

Active

COIN

Finance Services

Coinbase Global, Inc.

Quality

9.1

out of 10

Value Trap

LOW

Price

$189.03

Last close

Models

13/13

Active

Model-by-Model Comparison

Model	Type	CIFR Fair Value	CIFR Upside	COIN Fair Value	COIN Upside
Bayesian DCF	Intrinsic	$1.67	-92.9%	$148.84	-21.3%
Earnings Power Value	Intrinsic	$0.94	-94.5%	$40.38	-78.6%
EROIC Spread	Intrinsic	$•••.••	••.•%	$•••.••	••.•%
First Chicago	Scenario	$•••.••	••.•%	$•••.••	••.•%
Markov DDM	Intrinsic	$•••.••	••.•%	$•••.••	••.•%
ML-RIV	Intrinsic	$•••.••	••.•%	$•••.••	••.•%
Dynamic NAV	Asset-Based	$•••.••	••.•%	$•••.••	••.•%
PWERM	Option-Based	$•••.••	••.•%	$•••.••	••.•%
Regime Cross-Sectional	Relative	$•••.••	••.•%	$•••.••	••.•%
Sentiment SOTP	Hybrid	$•••.••	••.•%	$•••.••	••.•%
CUCE Ensemble	Ensemble	$•••.••	••.•%	$•••.••	••.•%
FTNN Topology	Relative	$•••.••	••.•%	$•••.••	••.•%
RCMH-DCF	Intrinsic	$•••.••	••.•%	$•••.••	••.•%

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CIFR vs COIN — Which Stock Is More Undervalued?

COIN scores higher with a 9.1/10 quality rating vs CIFR's 4.2/10. Both stocks are analyzed daily using SEC EDGAR filings across 13 independent models.

Comparing Cipher Digital Inc. (CIFR) and Coinbase Global, Inc. (COIN) across 13 institutional-grade valuation models reveals how each company's intrinsic value stacks up against its market price. CirclFi's engine processes SEC EDGAR 10-K and 10-Q filings, FRED macroeconomic data, and GDELT news sentiment to generate independent fair value estimates daily.

CIFR currently trades at $23.65 with a QOC of 4.2/10, while COIN trades at $189.03 with a QOC of 9.1/10.

Both companies are analyzed with models spanning intrinsic (Bayesian DCF, EPV), scenario-based (First Chicago), regime-switching (Markov DDM, RCMH-DCF), machine learning (ML-RIV, FTNN Topology), and ensemble methods (CUCE).