Circle Internet Group Inc's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Circle Internet Group Inc (CRCL) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: Circle Internet Group Inc vs Its Competitors
- TTM: Trailing 12-month revenue of 2,905M vs -M combined for tracked competitors (100.0% combined share).
- Trending: Latest-quarter revenue run-rate is decelerating (-3.4% annualized vs trailing 12 months).
- Scale: Circle Internet Group Inc ranks #8 of 117 companies by market capitalization in the Miscellaneous Financial Services industry, holding 3.6% of industry market cap.
- Peer revenue share: Circle Internet Group Inc accounted for 100.0% of combined revenue among its tracked peer group, up from 100.0% a year earlier.
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
CRCL Sales vs. its Competitors, Q2 2026
Circle Internet Group Inc generated 100.00 % of the combined sales of its peer group, up from 100.00 % a year earlier.
For context: the Miscellaneous Financial Services industry grew revenue 293.3% year over year, combined, vs 6.6% for Circle Internet Group Inc. Circle Internet Group Inc's share of combined industry revenue moved from 0.78% to 0.21%, a loss of 0.57 percentage points.
Circle Internet Group Inc's Competitor Quality Breadth
Share of each group, trailing 12 months: profitable (net margin > 0), expanding (revenue growth > 0), growing faster than the industry's own median, and financially distressed (Piotroski F-Score of 2 or below).
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Circle Internet Group Inc | Yes | Yes | Yes | No |
| High-Confidence Competitors (1) | - | - | - | - |
| Similar-Size Competitors (10) | ||||
| Similar Growth & Profitability (8) | 57.10 % (4 of 7) | 100.00 % (8 of 8) | 100.00 % (8 of 8) | 37.50 % (3 of 8) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
CRCL Stock Performance relative to its Competitors
CRCL Stock Performance relative to High-Confidence Competitors
CRCL Stock Performance relative to Similar-Size Competitors
CRCL Stock Performance relative to Similar Growth & Profitability Competitors
Circle Internet Group Inc's Comment on Competition and Industry Peers
Circle Internet Group Inc's Competitors Named by the Company
Competitive relationships identified from SEC filings and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| KNW | Named by the company | 85% |
| Usbc Inc | Named by the company | 85% |
Filing basis, confidence, active dates and source counts for Circle Internet Group Inc's named competitors require a Commercial License.
Methodology: relationships are extracted from SEC filings (named-competitor disclosures) and corroborating sources. Named by the company = explicitly disclosed as a competitor; Inferred = derived from corroborating signals. Confidence reflects evidence strength.