Circle Internet Group

Circle (CRCL): Harnessing a $2.7B Revenue Moat to Lead the Programmable Money Pivot and the Institutional Stablecoin Inflection Point

Vestra

Not Invested

Community Contributor

Published

09 Mar 26

Updated

10 May 26

Views

255

n/a

Vestra's Fair Value

n/a

-15.5%

n/a

-15.5%

You can edit this narrative until May 11 3:55 PM. Then, changes will post as Updates.

Author's Valuation

US$128.513.3% undervalued

Vestra's Fair Value

Shared on 10 May 26

Fair value Increased 14%

Vestra made no meaningful changes to valuation assumptions.

1 view

Shared on 10 Apr 26

Fair value Increased 7.10%

Vestra made no meaningful changes to valuation assumptions.

1 view

Shared on 26 Mar 26

Fair value Decreased 13%

Vestra made no meaningful changes to valuation assumptions.

2 views

Valuator

Company Info

Notes

Vestra'sFair Value

US$128.5

13.3% undervalued

Future estimation in

Revenue

Profit Margin

Future PE

Est. Revenue

Forecast revenue growth rate

21.49%

Historical revenue growth rate

49.89%

Software revenue growth rate

1.57%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

Decrease

Increase

Current discount rate

8.49%

Calculation

US$2.72b

Earnings '31

24.14x

PE Ratio '31

US$65.60b

Market Cap '31

US$65.60b

Market Cap '31

339.59m

No. shares '31

US$193.16

Share Price '31

US$193.16 Share Price '31

Discounted to 2026 @ 8.49% p.a.

US$128.52

Fair Value '26