Tearsheet

Bit Digital (BTBT)


Market Price (12/26/2025): $2.14 | Market Cap: $679.0 Mil
Sector: Financials | Industry: Diversified Capital Markets

Bit Digital (BTBT)


Market Price (12/26/2025): $2.14
Market Cap: $679.0 Mil
Sector: Financials
Industry: Diversified Capital Markets

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.


0 Attractive yield
Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 20%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 16%
Weak multi-year price returns
2Y Excs Rtn is -83%
Not profitable at operating income level
Op Inc LTMOperating Income, Last Twelve Months is -2.2 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -1.4%
1 Cash is significant % of market cap
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -21%
Meaningful short interest
Short Interest % of Basic SharesShort Interest % of Basic Shares = (Short Interest Quantity) / (Basic Shares Outstanding). A high fraction of short interest can indicate potential risk of a short squeeze. is 18%
Significant share based compensation
SBC/Rev LTMShare Based Compensation / Revenue (Sales), Last Twelve Months (LTM) is 16%
2 Strong revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is 65%
  Not cash flow generative
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -121%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -276%
3 Megatrend and thematic drivers
Megatrends include Crypto & Blockchain. Themes include Cryptocurrency Mining.
  Key risks
BTBT key risks include [1] its major strategic transition away from its core Bitcoin mining business to a heavy concentration in Ethereum and [2] significant execution risk in establishing sustained profitability in its new, Show more.
0 Attractive yield
Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 20%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 16%
1 Cash is significant % of market cap
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -21%
2 Strong revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is 65%
3 Megatrend and thematic drivers
Megatrends include Crypto & Blockchain. Themes include Cryptocurrency Mining.
4 Weak multi-year price returns
2Y Excs Rtn is -83%
5 Meaningful short interest
Short Interest % of Basic SharesShort Interest % of Basic Shares = (Short Interest Quantity) / (Basic Shares Outstanding). A high fraction of short interest can indicate potential risk of a short squeeze. is 18%
6 Not profitable at operating income level
Op Inc LTMOperating Income, Last Twelve Months is -2.2 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -1.4%
7 Significant share based compensation
SBC/Rev LTMShare Based Compensation / Revenue (Sales), Last Twelve Months (LTM) is 16%
8 Not cash flow generative
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -121%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -276%
9 Key risks
BTBT key risks include [1] its major strategic transition away from its core Bitcoin mining business to a heavy concentration in Ethereum and [2] significant execution risk in establishing sustained profitability in its new, Show more.

Valuation, Metrics & Events

BTBT Stock


Why The Stock Moved


Qualitative Assessment

AI Analysis | Feedback

Bit Digital (BTBT) experienced a stock movement of -17.1% in the approximate time period from August 31, 2025, to December 26, 2025, influenced by several key factors:

1. Missed Q3 2025 Earnings Expectations: Bit Digital's third-quarter 2025 financial results fell short of analyst expectations, particularly concerning profitability. While revenue of $30.46 million was close to the estimated $30.91 million, the reported non-GAAP EPS was a loss of $0.05 per share, significantly missing the projected loss of $0.0051 per share. This substantial miss on the bottom line, despite meeting top-line revenue, indicated pressures on profitability, leading to a significant pre-market sell-off and investor disappointment.

2. Decline in Digital Asset Mining Revenue: The company's revenue from digital asset mining decreased by 27% to $7.4 million in Q3 2025, compared to $10.1 million in the prior year's quarter. This decline was attributed to increased network difficulty and a reduction in active hash rate, as the company is in the process of winding down its Bitcoin mining business line as part of its transition to an Ethereum-focused strategy.

Show more

Stock Movement Drivers

Fundamental Drivers

The -27.6% change in BTBT stock from 9/25/2025 to 12/25/2025 was primarily driven by a -53.4% change in the company's Shares Outstanding (Mil).
925202512252025Change
Stock Price ($)2.942.13-27.55%
Change Contribution ByLTMLTM
Total Revenues ($ Mil)155.09162.724.92%
P/S Multiple3.924.155.90%
Shares Outstanding (Mil)206.89317.30-53.37%
Cumulative Contribution-48.18%

LTM = Last Twelve Months as of date shown

Market Drivers

9/25/2025 to 12/25/2025
ReturnCorrelation
BTBT-27.6% 
Market (SPY)4.9%55.8%
Sector (XLF)4.2%40.6%

Fundamental Drivers

The 7.0% change in BTBT stock from 6/26/2025 to 12/25/2025 was primarily driven by a 82.3% change in the company's P/S Multiple.
626202512252025Change
Stock Price ($)1.992.137.04%
Change Contribution ByLTMLTM
Total Revenues ($ Mil)158.48162.722.68%
P/S Multiple2.284.1582.33%
Shares Outstanding (Mil)181.41317.30-74.90%
Cumulative Contribution-53.02%

LTM = Last Twelve Months as of date shown

Market Drivers

6/26/2025 to 12/25/2025
ReturnCorrelation
BTBT7.0% 
Market (SPY)13.1%38.4%
Sector (XLF)8.0%28.9%

Fundamental Drivers

The -36.0% change in BTBT stock from 12/25/2024 to 12/25/2025 was primarily driven by a -112.0% change in the company's Shares Outstanding (Mil).
1225202412252025Change
Stock Price ($)3.332.13-36.04%
Change Contribution ByLTMLTM
Total Revenues ($ Mil)98.32162.7265.50%
P/S Multiple5.074.15-18.07%
Shares Outstanding (Mil)149.68317.30-111.98%
Cumulative Contribution-116.24%

LTM = Last Twelve Months as of date shown

Market Drivers

12/25/2024 to 12/25/2025
ReturnCorrelation
BTBT-36.0% 
Market (SPY)15.8%36.8%
Sector (XLF)14.9%26.9%

Fundamental Drivers

The 249.4% change in BTBT stock from 12/26/2022 to 12/25/2025 was primarily driven by a 399.7% change in the company's P/S Multiple.
1226202212252025Change
Stock Price ($)0.612.13249.35%
Change Contribution ByLTMLTM
Total Revenues ($ Mil)40.11162.72305.70%
P/S Multiple0.834.15399.72%
Shares Outstanding (Mil)54.68317.30-480.33%
Cumulative Contribution-7810.65%

LTM = Last Twelve Months as of date shown

Market Drivers

12/26/2023 to 12/25/2025
ReturnCorrelation
BTBT-49.3% 
Market (SPY)48.3%36.3%
Sector (XLF)52.6%28.2%

Return vs. Risk


Price Returns Compared

 202020212022202320242025Total [1]
Returns
BTBT Return5383%-72%-90%605%-31%-28%428%
Peers Return����-3%83%�
S&P 500 Return16%27%-19%24%23%18%115%

Monthly Win Rates [3]
BTBT Win Rate58%33%25%67%58%42% 
Peers Win Rate����45%67% 
S&P 500 Win Rate58%75%42%67%75%73% 

Max Drawdowns [4]
BTBT Max Drawdown-17%-81%-91%0%-57%-41% 
Peers Max Drawdown����-47%-42% 
S&P 500 Max Drawdown-31%-1%-25%-1%-2%-15% 


[1] Cumulative total returns since the beginning of 2020
[2] Peers: MARA, RIOT, CLSK, CIFR, HUT.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2025 data is for the year up to 12/24/2025 (YTD)

How Low Can It Go

Unique KeyEventBTBTS&P 500
2022 Inflation Shock2022 Inflation Shock  
2022 Inflation Shock% Loss% Loss-98.2%-25.4%
2022 Inflation Shock% Gain to Breakeven% Gain to Breakeven5323.4%34.1%
2022 Inflation ShockTime to BreakevenTime to BreakevenNot Fully Recovered days464 days
2020 Covid Pandemic2020 Covid Pandemic  
2020 Covid Pandemic% Loss% Loss-69.0%-33.9%
2020 Covid Pandemic% Gain to Breakeven% Gain to Breakeven222.8%51.3%
2020 Covid PandemicTime to BreakevenTime to Breakeven68 days148 days
2018 Correction2018 Correction  
2018 Correction% Loss% Loss-97.0%-19.8%
2018 Correction% Gain to Breakeven% Gain to Breakeven3238.3%24.7%
2018 CorrectionTime to BreakevenTime to Breakeven422 days120 days

Compare to PURR, LPLA, CD, TW, CRCL

In The Past

Bit Digital's stock fell -98.2% during the 2022 Inflation Shock from a high on 1/4/2021. A -98.2% loss requires a 5323.4% gain to breakeven.

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About Bit Digital (BTBT)

Bit Digital, Inc., together with its subsidiaries, engages in the bitcoin mining business. It is also involved in the treasury management activities. The company was formerly known as Golden Bull Limited and changed its name to Bit Digital, Inc. in September 2020. Bit Digital, Inc. was incorporated in 2017 and is headquartered in New York, New York.

AI Analysis | Feedback

Analogy 1: Imagine a gold mining company like Barrick Gold, but Bit Digital 'mines' Bitcoin digitally instead of physical gold.

Analogy 2: Similar to an oil exploration and production company (e.g., ExxonMobil), but they 'produce' Bitcoin using specialized computing power instead of crude oil.

AI Analysis | Feedback

  • Bitcoin Mining: Operating a large-scale fleet of specialized computers to solve cryptographic puzzles and earn newly minted Bitcoin as a reward for validating transactions on the Bitcoin network.
  • Ethereum Staking: Participating in the Ethereum network's proof-of-stake consensus mechanism by locking up Ethereum to validate transactions and earn staking rewards.

AI Analysis | Feedback

Bit Digital (symbol: BTBT) operates as a Bitcoin mining company. Its primary business involves generating Bitcoin through mining operations and subsequently selling this mined Bitcoin into the global cryptocurrency market. As such, Bit Digital does not have traditional "major customers" in the sense of specific companies or individuals with direct, recurring purchasing agreements for its Bitcoin output. Instead, its mined Bitcoin is typically sold through various cryptocurrency exchanges and Over-the-Counter (OTC) desks to a diverse and global pool of buyers. While the ultimate purchasers of Bitcoin from the open market are a mix of individuals, institutional investors, and corporations, to address the prompt's requirement for customer categorization, we describe the categories of end-users who represent the broad demand for Bitcoin. The company's sales indirectly serve these categories of customers:

Bit Digital primarily sells its mined Bitcoin into a liquid, global market that serves a wide range of participants. Given the nature of this market, and the widespread adoption by retail participants, we can categorize the ultimate buyers of Bitcoin that Bit Digital's operations contribute to, as if the company were serving primarily individuals:

  1. Retail Investors and Speculators: Individuals who purchase Bitcoin for investment purposes, aiming for long-term appreciation, or engaging in short-term trading to profit from price fluctuations. These customers view Bitcoin as a digital asset and a store of value.
  2. Everyday Users for Transactions and Remittances: Individuals who acquire Bitcoin to utilize its decentralized network for peer-to-peer transactions, online purchases, or international money transfers, often seeking lower fees and faster settlement times compared to traditional financial systems.
  3. Long-Term Holders ("HODLers"): Individuals who buy Bitcoin with the intention of holding it for an extended period, often years, without selling. They see Bitcoin as a hedge against inflation, a form of digital gold, or a fundamental part of the future financial system.

AI Analysis | Feedback

  • Bitmain
  • MicroBT
  • Coinmint LLC
  • Blockfusion USA, Inc.
  • Digihost Technology Inc. (NASDAQ: DGHI)
  • Greenidge Generation Holdings Inc. (NASDAQ: GREE)
  • Blockbreakers LLC
  • Hashlabs Mining LLC
  • The MiningStore LLC
  • Argo Blockchain plc (NASDAQ: ARBK)

AI Analysis | Feedback

Sam Tabar Chief Executive Officer

Sam Tabar was appointed CEO of Bit Digital in March 2023, after serving as Chief Strategy Officer from 2021 to 2023. He co-founded Fluidity (2017-2020), a fin-tech company responsible for the decentralized trading platform AirSwap, which was acquired by ConsenSys in 2020. His prior experience includes serving as Head of Capital Strategy for Bank of America Merrill Lynch in the Asia Pacific Region (2011-2013), a Partner at FullCycle Fund (2015-2017), and Co-Head of Marketing at Sparx Group (2003-2011). Mr. Tabar began his career as an attorney at Skadden, Arps, Slate, Meagher & Flom LLP (2001-2004). He holds degrees from Oxford University and Columbia Law School.

Erke Huang Chief Financial Officer & Director

Erke Huang has served as Chief Financial Officer and Director of Bit Digital since October 2019, and also held the role of Interim Chief Executive Officer from February to March 2021. He co-founded and served as an advisor for Long Soar Technology Limited (2019-2020) and was the Founder and CEO of Bitotem Investment Limited (2018-2019). Mr. Huang's background also includes serving as an Investment Manager at Guojin Capital from 2016 to 2018. He earned a Master's degree from Carnegie Mellon University and a Bachelor's degree from Southwest Jiaotong University.

Justin Zhu Senior Vice President of Finance, Chief Accounting Officer

Prior to joining Bit Digital, Justin Zhu was a senior manager at Ernst & Young US LLP from 2015 to July 2021, where he provided counsel to Fortune 500 clients on accounting, reporting, and regulatory requirements related to transactions.

Zhaohui Deng Chairman of the Board

Zhaohui Deng was elected Chairman of the Board of Bit Digital in January 2021. From 1995 to 2010, he held positions as board secretary and Vice President of Hunan Jinguo Industrial Co., Ltd. Since 2011, Mr. Deng has been active as a private investor and provides private counsel to several listed companies in the People's Republic of China.

Jiashu Xiong Director

Jiashu Xiong currently serves as the IT Director of Bit Digital Canada, Inc. and was elected to Bit Digital's Board of Directors on October 13, 2023. Before his roles at Bit Digital, Mr. Xiong was the IT/DevOps Tech Lead for the Agricultural Bank of China's Canada branch from February 2018 to March 2023.

AI Analysis | Feedback

The key risks to Bit Digital's business operations are primarily centered around its strategic business model transition, the inherent volatility of cryptocurrency markets, and an uncertain regulatory landscape.
  1. Strategic Business Model Transition and Associated Operational/Market Risks: Bit Digital is undergoing a significant pivot from its historical focus on Bitcoin mining to Ethereum staking and high-performance computing (HPC) cloud services, including AI infrastructure. This transition introduces substantial operational and market risks because the company is entering new, rapidly evolving, and highly competitive industries. The company is actively winding down its Bitcoin mining operations, which previously generated a significant portion of its revenue, and is now heavily concentrated in Ethereum. There is execution risk in establishing and growing these new business lines, and the company has faced challenges in achieving sustained profitability in these newer segments.
  2. Volatility of Digital Asset Holdings and Cryptocurrency Markets: As a company with substantial digital asset holdings, particularly Ethereum (ETH), Bit Digital's financial condition and stock performance are highly sensitive to the extreme price fluctuations inherent in cryptocurrency markets. The unpredictable nature of cryptocurrency prices makes it difficult to forecast future cash flows and responsibly manage debt, directly impacting the company's profitability and the value of its treasury assets.
  3. Regulatory and Legal Uncertainty: The legal and regulatory environment for both cryptocurrencies and the emerging AI/cloud services sectors is dynamic and unpredictable. Bit Digital faces risks from evolving regulations that could impact its operations, technology use, and competitive position. This includes potential scrutiny from regulators, restrictions on technology consumption, and compliance costs that could divert substantial resources. For instance, increased regulatory scrutiny in regions like China has historically impacted Bitcoin mining operations, even as Bit Digital shifts away from that specific geography.

AI Analysis | Feedback

Regulatory actions targeting the energy consumption and environmental impact of Bitcoin mining. Governments and regulatory bodies globally are increasingly scrutinizing the substantial energy demands of Proof-of-Work cryptocurrency mining. This emerging trend manifests as concrete actions such as moratoria on new mining operations, specialized electricity pricing or taxation for miners, and even outright bans in certain jurisdictions. Such measures directly threaten the operational viability, expansion plans, and profitability of companies like Bit Digital by increasing costs, restricting growth, or forcing costly relocation of facilities.

Accelerated obsolescence and market saturation due to the rapid deployment of next-generation ASIC mining hardware by competitors. The Bitcoin mining industry is characterized by a relentless technological arms race, with manufacturers constantly releasing more powerful and energy-efficient Application-Specific Integrated Circuit (ASIC) miners. If competitors, especially well-capitalized existing players or new entrants, are able to procure and deploy vast quantities of these significantly more efficient ASICs at a faster pace or on better terms than Bit Digital, it could rapidly dilute the overall network profitability for older machines. This makes Bit Digital's existing fleet less competitive, compresses profit margins, and necessitates continuous, significant capital expenditure to avoid rapid technological obsolescence and maintain market share.

AI Analysis | Feedback

Bit Digital's main products and services include Bitcoin mining, Ethereum staking, and AI cloud/high-performance computing (HPC) services. The addressable markets for these services are as follows:

  • Bitcoin Mining: The global Bitcoin miner market was valued at approximately USD 11.19 billion in 2024, projected to reach USD 14.17 billion in 2025, and is forecast to grow to USD 94.14 billion by 2033, exhibiting a compound annual growth rate (CAGR) of 26.7% over the forecast period. The global cryptocurrency mining market as a whole was valued at USD 1.55 billion in 2024 and is expected to reach USD 2.83 billion by 2032, growing at a CAGR of 7.8% from 2025 to 2032. North America leads the global cryptocurrency mining market, with the U.S. holding the largest share in the region. Another report indicates the global cryptocurrency mining market is projected to grow from USD 4.66 billion in 2024 to USD 14.09 billion by 2035, with a CAGR of 10.57%. Bitcoin mining specifically is expected to have a market share of 56.45% in this period.
  • Ethereum Staking: In 2025, Ethereum staking rewards reached approximately $2.1 billion globally. The Ether segment is expected to witness a fast CAGR of around 15.87% during the forecast period up to 2035 within the cryptocurrency mining market.
  • AI Cloud Services/High-Performance Computing (HPC) Services: The global data center services market, which encompasses services supporting AI, was estimated at USD 24.8 billion in 2024 and is expected to grow to USD 102.5 billion by 2034, at a CAGR of 15.2%. North America dominated this market with a 37% share in 2024, and the U.S. alone generated USD 7.7 billion in revenue within North America. The global data center as a service market size was estimated at USD 125.35 billion in 2024 and is projected to reach USD 461.44 billion by 2030, growing at a CAGR of 23.3% from 2025 to 2030. North America held a significant revenue share of around 36.6% in 2024 in the data center as a service market. Another source reports the data center service market size reached USD 148.31 billion in 2025 and is projected to hit USD 316.65 billion by 2031, expanding at a robust 16.38% CAGR.

AI Analysis | Feedback

Bit Digital (BTBT) is strategically repositioning itself, and several key drivers are expected to fuel its revenue growth over the next 2-3 years:

  1. Ethereum (ETH) Staking and Treasury: Bit Digital has undergone a significant strategic pivot, shifting its focus from Bitcoin mining to becoming a pure-play Ethereum staking and treasury company. The company is actively accumulating substantial amounts of Ethereum and staking a majority of its holdings to generate native yield. This move is anticipated to provide a consistent revenue stream and capitalize on the long-term utility and institutional interest in Ethereum.

  2. Expansion into High-Performance Computing (HPC) and AI Cloud Services: Through its subsidiary, WhiteFiber, Inc., Bit Digital is aggressively expanding into the high-performance computing (HPC) and artificial intelligence (AI) cloud solutions market. This segment demonstrated significant growth, with cloud services revenue increasing by 33% in Q2 2025, and is poised for continued growth driven by booming AI demand.

  3. Growth in Data Center Infrastructure and Colocation Services: Bit Digital is expanding its physical data center footprint by acquiring real estate and developing Tier-3 data centers, particularly in strategic metropolitan areas like Montreal. This expansion is designed to support its growing HPC and AI initiatives, as well as to offer colocation services to external customers. Colocation services, a new offering launched in late 2024, already contributed revenue in Q2 2025.

  4. Strategic Acquisitions and Capital Allocation for Digital Asset Diversification: The company is utilizing capital raises, such as convertible note offerings, to strategically acquire more Ethereum and explore additional digital asset initiatives. This approach aims to strengthen and diversify Bit Digital's position within the broader digital asset markets, taking advantage of institutional interest in Ethereum and potential future digital assets.

AI Analysis | Feedback

Share Issuance

  • Bit Digital's shares outstanding significantly increased from 42.29 million in 2020 to 206.89 million in 2025.
  • In 2024, the annual shares outstanding were 179.125 million, representing a 66.95% increase from the previous year.
  • The company executed a placement of 75 million shares for 150 million USD, with a final placement price of 2 USD per share, on June 26, 2025.

Capital Expenditures

  • Bit Digital's historical capital expenditures were approximately 5 million USD in 2020, 47 million USD in 2021, 19 million USD in 2022, 67 million USD in 2023, and 94 million USD in 2024.
  • Projected capital expenditures include 93 million USD for 2025, 139 million USD for 2026, and 189 million USD for 2027.
  • The primary focus of capital expenditures includes investments in Bitcoin mining infrastructure growth and High-Performance Computing (HPC) expansion to support generative AI workstreams.

Better Bets than Bit Digital (BTBT)

Latest Trefis Analyses

TitleTopic
0DASHBOARDS 
1Bit Digital Earnings Notes 
2null 
Title
0ARTICLES

Trade Ideas

Select ideas related to BTBT. For more, see Trefis Trade Ideas.

Unique KeyDateTickerCompanyCategoryTrade Strategy6M Fwd Rtn12M Fwd Rtn12M Max DD
WU_11212025_Dip_Buyer_FCFYield11212025WUWestern UnionDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
13.8%13.8%-0.4%
COIN_11212025_Monopoly_xInd_xCD_Getting_Cheaper11212025COINCoinbase GlobalMonopolyMY | Getting CheaperMonopoly-Like with P/S Decline
Large cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple
-0.3%-0.3%-0.5%
PYPL_11142025_Dip_Buyer_FCFYield11142025PYPLPayPalDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
-4.4%-4.4%-7.5%
V_11142025_Monopoly_xInd_xCD_Getting_Cheaper11142025VVisaMonopolyMY | Getting CheaperMonopoly-Like with P/S Decline
Large cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple
7.6%7.6%-2.7%
WD_11072025_Dip_Buyer_ValueBuy11072025WDWalker & DunlopDip BuyDB | P/E OPMDip Buy with Low PE and High Margin
Buying dips for companies with tame PE and meaningfully high operating margin
-11.2%-11.2%-12.1%

Recent Active Movers

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Peer Comparisons for Bit Digital

Peers to compare with:

Financials

BTBTMARARIOTCLSKCIFRHUTMedian
NameBit Digi.MARA Riot Pla.Cleanspa.Cipher M.Hut 8  
Mkt Price2.139.9413.9211.4016.2252.8012.66
Mkt Cap0.73.74.83.26.45.64.3
Rev LTM163919637766206668653
Op Inc LTM-2-625-324-107-142403-124
FCF LTM-448-1,323-1,631-1,024-522-752-888
FCF 3Y Avg-180-736-906-794-328-302-532
CFO LTM-198-891-566-461-182-104-329
CFO 3Y Avg-72-554-229-237-116-59-173

Growth & Margins

BTBTMARARIOTCLSKCIFRHUTMedian
NameBit Digi.MARA Riot Pla.Cleanspa.Cipher M.Hut 8  
Rev Chg LTM65.5%53.5%103.6%102.2%35.4%88.7%77.1%
Rev Chg 3Y Avg75.1%82.7%37.8%87.8%-135.5%82.7%
Rev Chg Q33.4%91.7%112.6%150.5%197.5%279.5%131.5%
QoQ Delta Rev Chg LTM4.9%15.1%17.6%21.3%30.0%21.4%19.4%
Op Mgn LTM-1.4%-68.0%-50.8%-14.0%-68.7%60.3%-32.4%
Op Mgn 3Y Avg-37.9%-57.8%-80.1%-34.8%-65.1%35.9%-47.9%
QoQ Delta Op Mgn LTM-6.2%7.5%18.4%2.5%25.0%0.9%5.0%
CFO/Rev LTM-121.4%-97.0%-88.8%-60.2%-88.4%-15.5%-88.6%
CFO/Rev 3Y Avg-59.7%-98.4%-42.8%-44.0%-75.2%-20.6%-51.9%
FCF/Rev LTM-275.6%-144.0%-256.0%-133.6%-252.7%-112.5%-198.3%
FCF/Rev 3Y Avg-140.9%-123.8%-207.0%-199.5%-204.0%-61.5%-170.2%

Valuation

BTBTMARARIOTCLSKCIFRHUTMedian
NameBit Digi.MARA Riot Pla.Cleanspa.Cipher M.Hut 8  
Mkt Cap0.73.74.83.26.45.64.3
P/S4.24.07.64.230.98.35.9
P/EBIT-306.23.026.27.8-93.914.95.4
P/E4.94.029.58.8-90.427.16.9
P/CFO-3.4-4.1-8.5-7.0-34.9-53.9-7.8
Total Yield20.3%25.1%3.4%11.3%-1.1%3.7%7.5%
Dividend Yield0.0%0.0%0.0%0.0%0.0%0.0%0.0%
FCF Yield 3Y Avg-25.0%-18.1%-26.4%-41.8%-18.9%--25.0%
D/E0.11.00.20.30.20.10.2
Net D/E-0.20.80.1-0.1-0.00.10.0

Returns

BTBTMARARIOTCLSKCIFRHUTMedian
NameBit Digi.MARA Riot Pla.Cleanspa.Cipher M.Hut 8  
1M Rtn-5.8%-11.0%-3.3%-3.6%-7.4%32.1%-4.7%
3M Rtn-27.6%-38.1%-16.8%-16.7%39.1%51.4%-16.8%
6M Rtn7.0%-34.9%32.4%5.5%287.1%182.7%19.7%
12M Rtn-36.0%-50.7%19.3%6.9%194.9%117.5%13.1%
3Y Rtn249.4%174.6%278.3%478.7%2,903.7%-278.3%
1M Excs Rtn-10.4%-14.7%-3.1%-4.1%-6.3%31.1%-5.2%
3M Excs Rtn-32.5%-43.1%-21.8%-21.6%34.2%46.4%-21.7%
6M Excs Rtn-5.8%-47.8%19.6%-7.4%274.2%169.8%6.9%
12M Excs Rtn-53.3%-67.1%3.6%-14.5%166.2%106.1%-5.5%
3Y Excs Rtn201.7%75.3%182.8%458.9%2,417.8%-201.7%

Financials

Segment Financials

Revenue by Segment
$ Mil20242023202220212020
Digital asset mining4432   
Ethereum (ETH) staking1    
Cloud services0    
Colocation services0    
Other revenue0    
Ethereum (ETH) liquid staking 0   
Ethereum (ETH) native staking 0   
Single Segment  96210
Total453296210


Price Behavior

Price Behavior
Market Price$2.13 
Market Cap ($ Bil)0.4 
First Trading Date03/20/2018 
Distance from 52W High-49.5% 
   50 Days200 Days
DMA Price$2.79$2.70
DMA Trenddowndown
Distance from DMA-23.6%-21.1%
 3M1YR
Volatility93.2%95.4%
Downside Capture574.24338.84
Upside Capture303.95248.87
Correlation (SPY)55.9%36.9%
BTBT Betas & Captures as of 11/30/2025

 1M2M3M6M1Y3Y
Beta3.194.003.643.471.842.44
Up Beta3.383.622.484.331.051.36
Down Beta3.862.553.483.021.502.41
Up Capture-54%396%394%393%514%28452%
Bmk +ve Days12253873141426
Stock +ve Days7193260113354
Down Capture451%431%363%290%162%112%
Bmk -ve Days7162452107323
Stock -ve Days12222960124370

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
 Comparison of BTBT With Other Asset Classes (Last 1Y)
 BTBTSector ETFEquityGoldCommoditiesReal EstateBitcoin
Annualized Return-37.2%18.3%19.2%71.9%8.9%6.0%-10.1%
Annualized Volatility94.9%19.0%19.5%19.3%15.3%17.1%35.0%
Sharpe Ratio-0.070.750.782.690.360.18-0.12
Correlation With Other Assets 26.9%36.6%2.7%17.2%15.5%44.7%

ETFs used for asset classes: Sector ETF = XLF, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
 Comparison of BTBT With Other Asset Classes (Last 5Y)
 BTBTSector ETFEquityGoldCommoditiesReal EstateBitcoin
Annualized Return-15.9%16.3%14.9%18.7%11.7%4.8%32.7%
Annualized Volatility132.2%18.9%17.1%15.5%18.7%18.9%48.7%
Sharpe Ratio0.430.720.700.970.510.170.60
Correlation With Other Assets 26.3%34.2%6.2%5.5%21.4%46.0%

ETFs used for asset classes: Sector ETF = XLF, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
 Comparison of BTBT With Other Asset Classes (Last 10Y)
 BTBTSector ETFEquityGoldCommoditiesReal EstateBitcoin
Annualized Return-9.5%13.0%14.7%14.9%6.9%5.2%69.3%
Annualized Volatility136.3%22.3%18.0%14.8%17.6%20.8%55.8%
Sharpe Ratio0.520.540.700.830.310.220.90
Correlation With Other Assets 18.4%25.2%2.9%6.8%15.8%27.7%

ETFs used for asset classes: Sector ETF = XLF, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
Smart multi-asset allocation framework can stack odds in your favor. Learn How

Short Interest

Short Interest: As Of Date12152025
Short Interest: Shares Quantity55,689,372
Short Interest: % Change Since 113020252.7%
Average Daily Volume32,209,404
Days-to-Cover Short Interest1.73
Basic Shares Quantity317,296,789
Short % of Basic Shares17.6%

Earnings Returns History

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 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
11/14/2025-4.4%-18.7%-16.7%
3/14/20257.5%5.7%-18.5%
SUMMARY STATS   
# Positive110
# Negative112
Median Positive7.5%5.7% 
Median Negative-4.4%-18.7%-17.6%
Max Positive7.5%5.7% 
Max Negative-4.4%-18.7%-18.5%

SEC Filings

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Report DateFiling DateFiling
93020251114202510-Q 9/30/2025
6302025814202510-Q 6/30/2025
3312025515202510-Q 3/31/2025
12312024314202510-K 12/31/2024
9302024111820246-K 9/30/2024
630202481920246-K 6/30/2024
331202451520246-K 3/31/2024
12312023318202420-F 12/31/2023
9302023111420236-K 9/30/2023
630202381520236-K 6/30/2023
331202361220236-K 3/31/2023
12312022428202320-F 12/31/2022
9302022120720226-K 9/30/2022
630202283020226-K 6/30/2022
331202262220226-K 3/31/2022
12312021415202220-F 12/31/2021