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BTGO

BEARISH
$10.69 Live
BitGo Holdings, Inc. · NYSE
Target $14.58 (+36.4%)
$7.25 52W Range $24.5

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated Apr 25, 2026
Market cap
$1.23B
P/E
N/A
ROE
-4.6%
Profit margin
-0.1%
Debt/Equity
1.13
Dividend yield
N/A

AI Analysis

AI-powered fundamental assessment

Confidence
80%
BTGO exhibits a critical disconnect between explosive top-line growth and severe fundamental instability, evidenced by a weak Piotroski F-Score of 3/9. While revenue growth is an exceptional 439.90% YoY, the company suffers from a dangerous liquidity profile with a Quick Ratio of 0.03 and razor-thin gross margins of 1.23%. Technical trends are entirely bearish (0/100), and the consistent -40.6% price decline across multiple timeframes suggests a lack of market confidence. Despite a low Price/Sales ratio, the underlying financial health is too precarious to justify a bullish outlook.

Key Strengths

Hyper-growth revenue increase of 439.90% YoY
Extremely low Price/Sales ratio (0.08), suggesting potential undervaluation if stability is achieved
Positive operating margin (0.11%) despite overall net loss
Analyst target price ($14.58) suggests a potential upside of ~36%
Recent 1-month price recovery (+7.9%) indicating a possible short-term floor

Key Risks

Severe liquidity risk indicated by a Quick Ratio of 0.03
Weak financial health baseline (Piotroski F-Score 3/9)
Unsustainably thin gross margins (1.23%)
Strong bearish technical trend (0/100) and long-term price erosion
Negative ROE (-4.57%) and near-zero profit margins
AI Fair Value Estimate
Based on comprehensive analysis
$12.1
+13.2% above current price

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall
36
Weak
Value
60
Future
85
Past
20
Health
15
Dividend
0
AI Verdict
High-Risk Speculative
Key drivers: Extreme revenue growth, Critical liquidity shortage, Bearish technicals, Weak Piotroski score
Confidence
85%
Value
60/100

Trades at a significant discount on sales but a premium on book value.

Positives
  • Very low P/S ratio (0.08)
Watchpoints
  • High Price/Book (4.85)
  • Lack of Graham Number/Intrinsic Value data
Future
85/100

Growth is the primary catalyst, but quality of earnings is questionable.

Positives
  • Massive YoY revenue growth (439.9%)
  • Forward P/E of 33.65 suggests expected profitability
Watchpoints
  • Thin margins limit scalability of profits
Past
20/100

Long-term historical performance is overwhelmingly negative.

Positives
  • Recent 1-month bounce
Watchpoints
  • Consistent -40.6% return over 1Y, 3Y, and 5Y periods
Health
15/100

Severe liquidity distress and weak deterministic health scores.

Positives
  • Current ratio slightly above 1.0
Watchpoints
  • Piotroski F-Score 3/9 (Weak)
  • Quick Ratio 0.03 (Critical)
  • Debt/Equity 1.13
Dividend
0/100

Non-dividend paying growth entity.

Positives
No standout positives identified.
Watchpoints
  • No dividend yield
  • 0/100 dividend strength

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price
$10.69
Analyst Target
$14.58
Upside/Downside
+36.4%

Multi-Horizon Performance vs Peers

Price momentum across 5Y → 1W horizons for BTGO and closest competitors.

Updated 2026-04-24
BTG
BitGo Holdings, Inc.
Primary
5Y
-40.6%
3Y
-40.6%
1Y
-40.6%
6M
-40.6%
1M
+7.9%
1W
-4.4%
PEB
Peoples Bancorp Inc.
Peer
5Y
+32.9%
3Y
+61.6%
1Y
+33.3%
6M
+24.4%
1M
+10.5%
1W
+1.8%
TRU
Trupanion, Inc.
Peer
5Y
-64.3%
3Y
-13.5%
1Y
-15.1%
6M
-34.4%
1M
+10.2%
1W
+14.1%
AMA
Amalgamated Financial Corp.
Peer
5Y
+179.2%
3Y
+157.6%
1Y
+56.9%
6M
+60.1%
1M
+10.8%
1W
+0.7%
TIG
UP Fintech Holding Limited
Peer
5Y
-60.7%
3Y
+131.6%
1Y
+7.1%
6M
-28.2%
1M
+8.2%
1W
+3.5%

Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.

Historical Performance Trends

Long-term financial metrics and growth patterns

Revenue & Net Income

Profit & Operating Margins

Return on Equity (ROE)

Quarterly Revenue Growth

Historical data shows last 12 quarters (3 years)

Valuation Metrics

Key valuation ratios and pricing indicators

P/E Ratio
N/A
Forward P/E
33.65
PEG Ratio
N/A
P/B Ratio
4.85
P/S Ratio
0.08
EV/Revenue
0.11
EV/EBITDA
90.32
Market Cap
$1.23B

Profitability

Profit margins and return metrics

Profit Margin -0.09%
Operating Margin 0.11%
Gross Margin 1.23%
ROE -4.57%
ROA 0.36%

Growth

Revenue and earnings growth rates

Revenue Growth +439.9%
Earnings Growth N/A
Q/Q Revenue Growth N/A
Q/Q Earnings Growth N/A

Financial Health

Balance sheet strength and liquidity metrics

Debt/Equity
1.13
Moderate
Current Ratio
1.07
Good
Quick Ratio
0.03
Poor
Cash/Share
$0.92

Financial Statement Flow

Interactive flow visualization showing how money moves through the company Q4 2025

Revenue
$6.2B
Gross Margin
0.9%
Op. Margin
0.1%
Net Margin
-0.8%
Total Assets
$4.5B
Liabilities
$4.2B
Equity
$0.3B
Debt/Equity
13.36x
Operating CF
$0.0B
CapEx
$-0.0B
Free Cash Flow
$0.0B
FCF Yield
32%

Quarterly Earnings History

EPS performance vs analyst estimates

2026-05-14
$N/A
2026-03-26
$-1.03
+55.7% surprise

Financial Services Sector Comparison

Comparing BTGO against 648 companies in the Financial Services sector (117 bullish, 268 neutral, 263 bearish)
Return on Equity (ROE)
-4.57%
This Stock
vs
-1.01%
Sector Avg
+352.5% (Excellent)
Profit Margin
-0.09%
This Stock
vs
57.27%
Sector Avg
-100.2% (Weaker)
Debt to Equity
1.13
This Stock
vs
1.52
Sector Avg
-25.9% (Less Debt)
Revenue Growth
439.9%
This Stock
vs
40.3%
Sector Avg
+991.6% (Fast Growth)
Current Ratio
1.07
This Stock
vs
3.62
Sector Avg
-70.4% (Weaker)

Similar Companies

Peer comparison within the same industry

Recent Insider Trading

Insider buy and sell transactions from the last 6 months

MURRAY BRIAN
Director
Stock Award
2026-01-23
1,675 shares
Insider transactions can signal confidence or concerns about company prospects

SEC Filings

Recent regulatory filings from the SEC EDGAR database

8-K
8-K
2026-04-06
10-K
10-K
2026-03-27

BTGO filed its annual 10-K report on March 27, 2026. Specific financial highlights and risk factors were not provided in the available excerpts.

8-K
8-K
2026-03-26

BTGO filed a Form 8-K on March 26, 2026, likely to announce its first-quarter financial results or a material corporate development.

8-K
8-K
2026-03-23
8-K
8-K
2026-01-23

BTGO filed an 8-K on January 23, 2026, likely to announce its fourth quarter and full-year financial results.

S-1/A
S-1/A
2026-01-12

BTGO filed an amended registration statement (Form S-1/A) on January 12, 2026, in connection with its proposed initial public offering.

S-1/A
S-1/A
2025-12-22

BTGO filed an amended registration statement (Form S-1/A) on December 22, 2025, in connection with its proposed initial public offering.

S-1/A
S-1/A
2025-12-03

BTGO filed an amended registration statement (Form S-1/A) on December 3, 2025, in connection with its proposed initial public offering.

S-1/A
S-1/A
2025-11-07

BTGO filed an amended registration statement (Form S-1/A) on November 7, 2025, in connection with its proposed initial public offering.

S-1
S-1
2025-09-19

BTGO filed an S-1 registration statement on September 19, 2025, indicating its intention to launch an initial public offering (IPO).

Data sourced from SEC EDGAR. AI summaries generated automatically.

Wall Street Analysts

Professional analyst ratings and price targets

Consensus
NONE
12 analysts
Mizuho
2026-04-01
Maintains
Outperform Outperform
Goldman Sachs
2026-03-27
Maintains
Neutral Neutral
Cantor Fitzgerald
2026-03-27
Maintains
Overweight Overweight
Wedbush
2026-03-27
reit
Outperform Outperform
Rosenblatt
2026-03-27
Maintains
Buy Buy
Canaccord Genuity
2026-03-27
Maintains
Buy Buy
Citigroup
2026-03-18
Maintains
Buy Buy
Goldman Sachs
2026-02-17
init
Neutral
Citigroup
2026-02-17
init
Buy
Compass Point
2026-02-17
init
Buy

Past News Coverage

Recent headlines mentioning BTGO from our newsroom.

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