Tearsheet

Core Scientific (CORZ)


Market Price (5/4/2026): $20.33 | Market Cap: $6.5 Bil
Sector: Financials | Industry: Specialized Finance

Core Scientific (CORZ)


Market Price (5/4/2026): $20.33
Market Cap: $6.5 Bil
Sector: Financials
Industry: Specialized Finance

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

0

Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 87%

Megatrend and thematic drivers
Megatrends include Crypto & Blockchain, Digital Infrastructure, and Sustainable Energy Solutions. Themes include Cryptocurrency Mining, Show more.

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 19%

Not profitable at operating income level
Op Inc LTMOperating Income, Last Twelve Months is -225 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -70%

Expensive valuation multiples
P/SPrice/Sales ratio is 20x, P/CFOPrice/(Cash Flow from Operations). CFO is cash before capital expenditures. is 23x

Stock price has recently run up significantly
12M Rtn12 month market price return is 133%

Weak revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is -38%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -19%, Rev Chg QQuarterly Revenue Change % is -16%

Significant share based compensation
SBC/Rev LTMShare Based Compensation / Revenue (Sales), Last Twelve Months (LTM) is 31%

Not cash flow generative
FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -144%

Yield minus risk free rate is negative
ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -8.3%

Short seller report

Key risks
CORZ key risks include [1] precarious financial health marked by significant debt and potential bankruptcy risk, Show more.

0 Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 87%
1 Megatrend and thematic drivers
Megatrends include Crypto & Blockchain, Digital Infrastructure, and Sustainable Energy Solutions. Themes include Cryptocurrency Mining, Show more.
2 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 19%
3 Not profitable at operating income level
Op Inc LTMOperating Income, Last Twelve Months is -225 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -70%
4 Expensive valuation multiples
P/SPrice/Sales ratio is 20x, P/CFOPrice/(Cash Flow from Operations). CFO is cash before capital expenditures. is 23x
5 Stock price has recently run up significantly
12M Rtn12 month market price return is 133%
6 Weak revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is -38%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -19%, Rev Chg QQuarterly Revenue Change % is -16%
7 Significant share based compensation
SBC/Rev LTMShare Based Compensation / Revenue (Sales), Last Twelve Months (LTM) is 31%
8 Not cash flow generative
FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -144%
9 Yield minus risk free rate is negative
ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -8.3%
10 Short seller report
11 Key risks
CORZ key risks include [1] precarious financial health marked by significant debt and potential bankruptcy risk, Show more.

Valuation, Metrics & Events

Price Chart

Why The Stock Moved

Qualitative Assessment

AI Analysis | Feedback

Core Scientific (CORZ) stock has gained about 15% since 1/31/2026 because of the following key factors:

1. Accelerated Pivot to AI and High-Density Colocation Services. Core Scientific significantly advanced its transition from Bitcoin mining to an AI-focused digital infrastructure provider. On March 27, 2026, the company announced plans to scale its Pecos, Texas campus to approximately 1.5 gigawatts (GW) of gross power, with about 1.0 GW dedicated to leasable capacity for AI workloads. This involves repurposing 300 megawatts of power previously used for Bitcoin mining. This strategic shift is designed to capitalize on the growing demand for high-performance computing (HPC) and AI hosting. Analysts forecast significant growth, with earnings projected to increase by 99.1% and revenue by 35.3% per annum, and EPS growth of 80.4% in the coming years.

2. Substantial Capital Infusion to Fund Expansion. To support its strategic pivot and infrastructure expansion, Core Scientific secured significant financing. This included closing an additional $500 million commitment from JPMorgan Chase Bank, N.A., bringing its total strategic financing facility to $1.0 billion. Furthermore, in April 2026, the company announced plans to raise $3.3 billion through an offering of senior secured notes due 2031, with the funds specifically earmarked for data center expansion across multiple states.

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Stock Movement Drivers

Fundamental Drivers

The 13.1% change in CORZ stock from 1/31/2026 to 5/3/2026 was primarily driven by a 19.1% change in the company's P/S Multiple.
(LTM values as of)13120265032026Change
Stock Price ($)17.9920.3513.1%
Change Contribution By: 
Total Revenues ($ Mil)334319-4.5%
P/S Multiple17.120.419.1%
Shares Outstanding (Mil)319320-0.5%
Cumulative Contribution13.1%

LTM = Last Twelve Months as of date shown

Market Drivers

1/31/2026 to 5/3/2026
ReturnCorrelation
CORZ13.1% 
Market (SPY)3.6%63.6%
Sector (XLF)-2.3%33.7%

Fundamental Drivers

The -5.5% change in CORZ stock from 10/31/2025 to 5/3/2026 was primarily driven by a -4.5% change in the company's Total Revenues ($ Mil).
(LTM values as of)103120255032026Change
Stock Price ($)21.5420.35-5.5%
Change Contribution By: 
Total Revenues ($ Mil)334319-4.5%
P/S Multiple20.520.4-0.5%
Shares Outstanding (Mil)319320-0.5%
Cumulative Contribution-5.5%

LTM = Last Twelve Months as of date shown

Market Drivers

10/31/2025 to 5/3/2026
ReturnCorrelation
CORZ-5.5% 
Market (SPY)5.5%53.7%
Sector (XLF)-0.0%23.5%

Fundamental Drivers

The 151.2% change in CORZ stock from 4/30/2025 to 5/3/2026 was primarily driven by a 387.5% change in the company's P/S Multiple.
(LTM values as of)43020255032026Change
Stock Price ($)8.1020.35151.2%
Change Contribution By: 
Total Revenues ($ Mil)511319-37.5%
P/S Multiple4.220.4387.5%
Shares Outstanding (Mil)264320-17.5%
Cumulative Contribution151.2%

LTM = Last Twelve Months as of date shown

Market Drivers

4/30/2025 to 5/3/2026
ReturnCorrelation
CORZ151.2% 
Market (SPY)30.4%44.4%
Sector (XLF)8.1%22.8%

Fundamental Drivers

null
null

Market Drivers

4/30/2023 to 5/3/2026
ReturnCorrelation
CORZ  
Market (SPY)78.7%43.2%
Sector (XLF)64.3%27.6%

Return vs. Risk

Price Returns Compared

 202120222023202420252026Total [1]
Returns
CORZ Return---308%4%37%481%
Peers Return31%-85%410%-3%66%36%117%
S&P 500 Return27%-19%24%23%16%5%92%

Monthly Win Rates [3]
CORZ Win Rate---67%50%50% 
Peers Win Rate44%33%73%45%67%55% 
S&P 500 Win Rate75%42%67%75%67%50% 

Max Drawdowns [4]
CORZ Max Drawdown----22%-55%-4% 
Peers Max Drawdown-31%-87%-4%-47%-43%-15% 
S&P 500 Max Drawdown-1%-25%-1%-2%-15%-7% 


[1] Cumulative total returns since the beginning of 2021
[2] Peers: RIOT, HUT, CLSK, CIFR, MARA.
[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] 2026 data is for the year up to 5/1/2026 (YTD)

How Low Can It Go

EventCORZS&P 500
2025 US Tariff Shock
  % Loss-46.8%-18.8%
  % Gain to Breakeven88.1%23.1%
  Time to Breakeven44 days79 days
2024 Yen Carry Trade Unwind
  % Loss-15.9%-7.8%
  % Gain to Breakeven18.9%8.5%
  Time to Breakeven2 days18 days

Compare to RIOT, HUT, CLSK, CIFR, MARA

In The Past

Core Scientific's stock fell -46.8% during the 2025 US Tariff Shock. Such a loss loss requires a 88.1% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

EventCORZS&P 500
2025 US Tariff Shock
  % Loss-46.8%-18.8%
  % Gain to Breakeven88.1%23.1%
  Time to Breakeven44 days79 days

Compare to RIOT, HUT, CLSK, CIFR, MARA

In The Past

Core Scientific's stock fell -46.8% during the 2025 US Tariff Shock. Such a loss loss requires a 88.1% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

About Core Scientific (CORZ)

Core Scientific, Inc. provides net carbon-neutral blockchain infrastructure and digital asset mining solutions in North America. It operates in two segments, Equipment Sales and Hosting. It offers blockchain hosting services with deployment and provide power, racks, proprietary thermodynamic management, redundant connectivity, and 24/7 security, as well as its proprietary software platforms, such as Minder and MinderOS, which provides infrastructure management and custom firmware; and digital asset mining operation focuses on the generation of digital assets by solving complex cryptographic algorithms to validate transactions on specific digital asset network blockchains. The company also offers blockchain infrastructure and third-party hosting services through the sale of consumption-based contracts for its hosting services, as well as equipment sales to customers; and operates data centers in Georgia, Kentucky, North Carolina, North Dakota, and Texas. In addition, it provides hosting services to digital asset mining customers; deployment, monitoring, troubleshooting, optimization, and maintenance services for its customer's digital asset mining equipment; and electrical power and repair, and other infrastructure services to operate, maintain, and mine digital assets. The company is headquartered in Austin, Texas.

AI Analysis | Feedback

Here are 1-3 brief analogies to describe Core Scientific:

  • Core Scientific is like an Equinix or Digital Realty Trust for cryptocurrency miners, providing them specialized hosting and also running its own large mining operations.

  • Think of Core Scientific as the AWS (Amazon Web Services) for cryptocurrency mining, offering specialized infrastructure for others while also operating its own massive mining farm.

AI Analysis | Feedback

  • Blockchain Hosting Services: Provides comprehensive infrastructure, power, and proprietary software platforms for third-party customers to host and manage their digital asset mining equipment.
  • Digital Asset Self-Mining: Operates its own fleet of digital asset mining equipment to generate digital assets by solving complex cryptographic algorithms on various blockchain networks.
  • Mining Equipment Sales: Sells digital asset mining equipment directly to customers.

AI Analysis | Feedback

Core Scientific (CORZ) primarily serves other businesses and entities within the digital asset mining and blockchain infrastructure sectors. Based on the provided company description, specific names of major customer companies are not listed.

However, the types of business customers it serves can be categorized as:

  • Digital Asset Mining Companies/Operations: These customers utilize Core Scientific's blockchain hosting services, which encompass providing power, racks, proprietary thermodynamic management, redundant connectivity, 24/7 security, and its proprietary software platforms (Minder and MinderOS). Core Scientific also offers deployment, monitoring, troubleshooting, optimization, and maintenance services for their digital asset mining equipment.
  • Purchasers of Digital Asset Mining Equipment: The company engages in equipment sales to customers, indicating a segment of businesses or large-scale operators who acquire mining hardware directly from Core Scientific.
  • Businesses Requiring Blockchain Infrastructure and Third-Party Hosting: This category includes entities seeking broader blockchain infrastructure services, leveraging Core Scientific's data centers and comprehensive hosting solutions for various blockchain-related needs.

AI Analysis | Feedback

  • Bitmain Technologies Ltd.
  • MicroBT

AI Analysis | Feedback

Adam Sullivan, Chief Executive Officer

Mr. Sullivan has over a decade of experience in financial services, with a focus on investment banking in the digital assets and infrastructure space. Prior to joining Core Scientific as President in 2023, he served as a Managing Director and Head of Digital Assets and Infrastructure at XMS Capital Partners. In this role, Mr. Sullivan oversaw more than $5 billion of transactions, including Core Scientific's business combination with Power & Digital Infrastructure Acquisition Corp. (“XPDI”) in 2021. He previously held positions at Indian Wells Capital Management and M&T Bank.

Jim Nygaard, Chief Financial Officer

Mr. Nygaard brings nearly 30 years of investment banking expertise, including extensive M&A, corporate finance, and capital-raising experience. Since 2008, he served as Managing Director and Head of M&A at XMS Capital Partners, LLC, where he advised clients across multiple industries on strategic transactions and financing initiatives. Before joining XMS Capital, Mr. Nygaard spent more than a decade at Morgan Stanley advising clients on complex deals and growth strategies.

Matt Brown, Chief Operating Officer

Mr. Brown has over 15 years of experience in operations and engineering management, including infrastructure strategy and management, site engineering, and data center operations. His previous roles include Senior Director – Americas IBX Operations at Equinix, where he was responsible for 200 data centers, and 12 years at Hewlett Packard, overseeing end-to-end data center infrastructure services. He began his career with the US Army.

Todd Duchene, Chief Legal and Administrative Officer

Mr. Duchene serves as the Executive Vice President, Chief Legal and Administrative Officer, and Secretary for Core Scientific.

Larry Kom, Chief Technology Officer

Mr. Kom holds the position of Chief Technology Officer at Core Scientific.

AI Analysis | Feedback

Key Risks to Core Scientific (CORZ)

  1. Volatility of Digital Asset Prices: As a company heavily involved in digital asset mining and holding digital assets, Core Scientific's financial performance is intrinsically linked to the market prices of cryptocurrencies, particularly Bitcoin. Significant declines in these prices could severely impact revenue from mining operations, the value of their digital asset holdings, and the demand for their hosting services.
  2. Energy Price Fluctuations and Availability: Core Scientific's operations, which include running large data centers for blockchain infrastructure and digital asset mining, are highly energy-intensive. Increases in electricity costs or disruptions in energy supply in their operational regions (Georgia, Kentucky, North Carolina, North Dakota, and Texas) could substantially increase operating expenses, reduce profitability, and potentially impact the viability of their mining and hosting activities.
  3. Regulatory and Legislative Changes: The digital asset and blockchain industry operates in a rapidly evolving regulatory landscape. New or adverse legislation, regulations, or government actions in the jurisdictions where Core Scientific operates or where its digital assets are traded could impose significant operational restrictions, increase compliance costs, impact the legality of certain activities, or negatively affect the market for digital assets.

AI Analysis | Feedback

Evolving regulatory landscapes leading to restrictions or outright bans on energy-intensive Proof-of-Work (PoW) cryptocurrency mining.

AI Analysis | Feedback

Core Scientific (CORZ) operates in the blockchain infrastructure and digital asset mining sector, offering blockchain hosting services, digital asset mining operations, and equipment sales. The addressable markets for its main products and services are sized as follows:

Blockchain Hosting Services

The global market for Blockchain Hosting was estimated to be worth approximately USD 212 million in 2025 and is projected to reach about USD 662 million by 2032, growing at a Compound Annual Growth Rate (CAGR) of 17.9% from 2026 to 2032. North America holds a significant share of the Blockchain-as-a-Service (BaaS) market, with approximately 40.40% in 2025. Based on this, the North American blockchain hosting market is estimated to be approximately USD 85.6 million in 2025.

Digital Asset Mining Operations

The global cryptocurrency mining market size was valued at USD 2.77 billion in 2025 and is predicted to increase to approximately USD 9.18 billion by 2035, expanding at a CAGR of 12.73% from 2026 to 2035. North America generated the largest portion of the worldwide market for cryptocurrency mining, with an estimated market share of 44.1% in 2025. This translates to an approximate North American digital asset mining market size of USD 1.22 billion in 2025.

Equipment Sales

The global cryptocurrency mining equipment market size is projected to be USD 5.1 billion in 2025 and is expected to grow to USD 5.42 billion in 2026, with a CAGR of 6.3%. The North America cryptocurrency mining hardware market size was USD 900.60 million in 2024 and is projected to reach USD 1.538 billion by 2031, growing at a CAGR of 6.7% from 2024 to 2031.

AI Analysis | Feedback

Core Scientific (CORZ) is undergoing a significant strategic shift, moving away from its legacy Bitcoin mining operations to focus on high-density colocation services, particularly for artificial intelligence (AI) and high-performance computing (HPC) workloads. Over the next 2-3 years, the company's revenue growth is expected to be driven by the following key factors:

  1. Expansion of AI/HPC Colocation Services: Core Scientific is strategically transforming into a dedicated AI infrastructure provider, with an expectation to rapidly increase revenue from high-density colocation (HDC) services. This involves converting existing facilities to support AI-related workloads and next-generation colocation services for third-party customers.
  2. Execution of the CoreWeave Partnership: A major driver of future revenue is the existing partnership with CoreWeave, which guarantees approximately 590 MW of infrastructure capacity. This contract is projected to generate over $10 billion in revenue over its term, equating to an average annual run rate of approximately $850 million. Core Scientific is on track to fully deliver this capacity by early 2027.
  3. Increased Power Capacity and Data Center Footprint: Core Scientific is actively expanding its colocation platform, aiming for a 1.5 gigawatt pipeline of leasable capacity by 2028. This includes the development of a new site in Hunt County, Texas, expected to add approximately 430 MW, and further expansions at existing locations in Dalton, Georgia, and Pecos, Texas, contributing an additional 300 MW.
  4. Diversification of Colocation Customer Base: While the CoreWeave contract is substantial, Core Scientific is also pursuing high-density, hybrid data center solutions for other compute-intensive clients beyond its traditional Bitcoin mining activities, as evidenced by its partnership with the Cadillac Formula 1 Team for data center services. This indicates a broader strategy to attract diverse customers needing high-performance computing infrastructure.
  5. Shift from Digital Asset Self-Mining to Higher-Margin Services: The company is actively repurposing its facilities previously used for digital asset self-mining to support higher-value AI and HPC colocation services. This strategic pivot is expected to lead to a rapid increase in revenue from high-density colocation, offsetting declines in digital asset self-mining revenue and shifting the revenue mix towards more stable and potentially higher-margin services.

AI Analysis | Feedback

Share Issuance

  • Core Scientific reported proceeds from the issuance of new common stock of $55,000 in both the first quarter of 2025 and the third quarter of 2025.

Inbound Investments

  • Core Scientific was the subject of a proposed $9 billion all-stock acquisition by CoreWeave, announced in July 2025, which was subsequently terminated in October 2025.
  • A significant portion of Core Scientific's capital expenditures has been funded by CoreWeave as part of colocation service agreements, including $196.4 million in Q3 2025 and $226.2 million in Q4 2025.
  • The company is exploring raising up to $4 billion for future infrastructure growth, supported by stable cash flows from existing high-performance computing (HPC) contracts.

Capital Expenditures

  • Capital expenditures for the full year 2025 were approximately $729 million, largely driven by the expansion of colocation infrastructure for AI computing.
  • In Q4 2025, capital expenditures were $279.2 million, with $226.2 million of this amount funded by CoreWeave.
  • Core Scientific anticipates approximately $125 million in capital expenditures for 2026, focusing on colocation infrastructure for AI computing, with a significant portion expected to be funded by HPC customers like CoreWeave. The company also plans to sell approximately 2,500 BTC (~$165 million) in Q1 2026 to fund these expenditures.

Better Bets vs. Core Scientific (CORZ)

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Recent Active Movers

Peer Comparisons

Peers to compare with:

Financials

CORZRIOTHUTCLSKCIFRMARAMedian
NameCore Sci.Riot Pla.Hut 8 Cleanspa.Cipher D.MARA  
Mkt Price20.3518.5076.9812.1717.0411.4617.77
Mkt Cap6.56.48.43.46.84.26.5
Rev LTM31965315785224907486
Op Inc LTM-225-389-317-167-337-822-327
FCF LTM-461-1,273-787-1,045-702-1,210-916
FCF 3Y Avg-155-1,116-381-860-414-828-621
CFO LTM278-634-139-503-208-803-355
CFO 3Y Avg129-337-76-293-130-598-211

Growth & Margins

CORZRIOTHUTCLSKCIFRMARAMedian
NameCore Sci.Riot Pla.Hut 8 Cleanspa.Cipher D.MARA  
Rev Chg LTM-37.5%42.4%-97.8%68.0%48.0%38.2%40.3%
Rev Chg 3Y Avg-19.1%38.6%226.2%91.2%1,381.3%112.2%101.7%
Rev Chg Q-16.0%3.6%-192.2%11.6%41.4%-5.6%-1.0%
QoQ Delta Rev Chg LTM-4.5%0.9%-97.7%2.5%8.5%-1.3%-0.2%
Op Inc Chg LTM-1,658.1%-9.7%-168.3%-171.2%-243.4%-75.8%-169.8%
Op Inc Chg 3Y Avg-578.4%-38.3%1,991.0%-63.5%-99.0%-131.2%-81.3%
Op Mgn LTM-70.4%-59.5%-2,104.6%-21.2%-150.7%-90.6%-80.5%
Op Mgn 3Y Avg-23.3%-74.5%-681.9%-27.5%-86.4%-63.5%-69.0%
QoQ Delta Op Mgn LTM-21.5%-6.5%-2,164.9%-7.2%-82.0%-22.6%-22.1%
CFO/Rev LTM87.2%-97.0%-923.2%-64.0%-92.9%-88.5%-90.7%
CFO/Rev 3Y Avg36.2%-62.2%-320.1%-54.1%-75.0%-91.0%-68.6%
FCF/Rev LTM-144.5%-194.8%-5,220.6%-133.1%-313.6%-133.4%-169.6%
FCF/Rev 3Y Avg-48.4%-243.1%-1,766.7%-187.2%-230.0%-121.2%-208.6%

Valuation

CORZRIOTHUTCLSKCIFRMARAMedian
NameCore Sci.Riot Pla.Hut 8 Cleanspa.Cipher D.MARA  
Mkt Cap6.56.48.43.46.84.26.5
P/S20.49.8554.44.430.24.615.1
P/Op Inc-29.0-16.5-26.3-20.6-20.1-5.1-20.3
P/EBIT-29.0-7.6-31.0-13.8-8.6-3.2-11.2
P/E-22.6-7.4-37.0-13.1-8.2-3.2-10.7
P/CFO23.4-10.2-60.1-6.8-32.6-5.2-8.5
Total Yield-4.4%-13.5%-2.7%-7.6%-12.1%-31.5%-9.9%
Dividend Yield0.0%0.0%0.0%0.0%0.0%0.0%0.0%
FCF Yield 3Y Avg--37.0%-11.6%-33.4%-16.7%-20.1%-20.1%
D/E0.20.10.10.50.40.90.3
Net D/E0.10.10.00.10.30.70.1

Returns

CORZRIOTHUTCLSKCIFRMARAMedian
NameCore Sci.Riot Pla.Hut 8 Cleanspa.Cipher D.MARA  
1M Rtn25.4%43.9%60.0%38.5%32.9%31.6%35.7%
3M Rtn13.1%19.6%37.9%2.8%6.8%20.6%16.4%
6M Rtn-5.5%-6.5%52.0%-31.6%-8.6%-37.3%-7.6%
12M Rtn132.8%120.5%457.8%38.1%439.2%-20.9%126.7%
3Y Rtn491.6%70.7%632.4%205.0%616.0%11.6%348.3%
1M Excs Rtn23.0%37.5%52.6%31.2%24.9%32.6%31.9%
3M Excs Rtn8.9%15.4%33.7%-1.4%2.6%16.4%12.2%
6M Excs Rtn-6.9%-21.5%43.3%-40.5%-17.9%-44.2%-19.7%
12M Excs Rtn121.4%125.7%495.5%19.1%468.1%-44.1%123.6%
3Y Excs Rtn413.3%-8.7%554.2%140.3%565.8%-57.1%276.8%

Financials

Segment Financials

Revenue by Segment
$ Mil2025202420232022
Digital Asset Self-Mining Segment3903982176
Digital Asset Hosted Mining Segment11224332854
Colocation0   
Total50264054460


Price Behavior

Price Behavior
Market Price$20.35 
Market Cap ($ Bil)6.5 
First Trading Date01/24/2024 
Distance from 52W High-11.1% 
   50 Days200 Days
DMA Price$17.49$16.76
DMA Trendupup
Distance from DMA16.3%21.4%
 3M1YR
Volatility69.8%70.4%
Downside Capture1.751.33
Upside Capture287.48280.49
Correlation (SPY)62.3%44.2%
CORZ Betas & Captures as of 4/30/2026

 1M2M3M6M1Y3Y
Beta1.492.372.922.682.490.21
Up Beta1.291.902.692.191.900.28
Down Beta-4.444.293.442.842.21-0.42
Up Capture306%286%363%394%863%3534%
Bmk +ve Days15223166141428
Stock +ve Days18293664141305
Down Capture-361%162%240%214%178%112%
Bmk -ve Days4183056108321
Stock -ve Days4142861108258

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with CORZ
CORZ198.8%68.4%1.88-
Sector ETF (XLF)8.2%14.7%0.3221.8%
Equity (SPY)30.6%12.5%1.8844.1%
Gold (GLD)39.5%27.2%1.207.7%
Commodities (DBC)51.5%17.9%2.20-0.1%
Real Estate (VNQ)13.1%13.5%0.676.5%
Bitcoin (BTCUSD)-17.1%42.2%-0.3334.0%

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Based On 5-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with CORZ
CORZ47.6%85.2%1.39-
Sector ETF (XLF)9.8%18.7%0.4027.4%
Equity (SPY)12.8%17.1%0.5943.1%
Gold (GLD)20.5%17.9%0.947.4%
Commodities (DBC)14.3%19.1%0.6112.0%
Real Estate (VNQ)3.5%18.8%0.0921.4%
Bitcoin (BTCUSD)7.7%56.2%0.3539.4%

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Based On 10-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with CORZ
CORZ21.5%85.2%1.39-
Sector ETF (XLF)12.6%22.2%0.5227.4%
Equity (SPY)14.9%17.9%0.7143.1%
Gold (GLD)13.6%15.9%0.717.4%
Commodities (DBC)9.7%17.7%0.4612.0%
Real Estate (VNQ)5.7%20.7%0.2421.4%
Bitcoin (BTCUSD)67.7%66.9%1.0739.4%

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Short Interest

Short Interest: As Of Date4152026
Short Interest: Shares Quantity60.2 Mil
Short Interest: % Change Since 3312026-1.7%
Average Daily Volume11.8 Mil
Days-to-Cover Short Interest5.1 days
Basic Shares Quantity320.2 Mil
Short % of Basic Shares18.8%

Earnings Returns History

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 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
3/2/2026-7.2%-8.1%-9.3%
10/24/20252.7%11.4%-18.6%
8/8/20250.8%-1.9%0.8%
5/7/20256.2%16.0%37.0%
2/26/20256.9%-4.2%-21.4%
11/6/202414.9%12.6%18.6%
8/7/20243.3%-10.4%-5.1%
5/8/202412.1%10.1%123.6%
...
SUMMARY STATS   
# Positive744
# Negative144
Median Positive6.2%12.0%27.8%
Median Negative-7.2%-6.2%-13.9%
Max Positive14.9%16.0%123.6%
Max Negative-7.2%-10.4%-21.4%

SEC Filings

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Report DateFiling DateFiling
12/31/202503/02/202610-K
09/30/202510/24/202510-Q
06/30/202508/08/202510-Q
03/31/202505/07/202510-Q
12/31/202402/27/202510-K
09/30/202411/06/202410-Q
06/30/202408/07/202410-Q
03/31/202405/09/202410-Q
12/31/202303/13/202410-K
09/30/202311/06/202310-Q
06/30/202308/04/202310-Q
03/31/202305/15/202310-Q
12/31/202204/04/202310-K
09/30/202211/22/202210-Q
06/30/202208/22/202210-Q
03/31/202205/13/202210-Q

Insider Activity

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#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value
Value of
Held Shares
Form
1Duchene, Todd MSee remarksDirectSell429202620.9410,000209,39041,675,897Form
2Duchene, Todd MSee remarksDirectSell422202619.8010,000197,95239,597,289Form
3Duchene, Todd MSee remarksDirectSell415202618.6210,000186,24737,753,973Form
4Duchene, Todd MSee remarksDirectSell408202616.4910,000164,86533,584,468Form
5Duchene, Todd MSee remarksDirectSell402202615.2510,000152,52331,222,816Form