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DFDV NASDAQ US

DeFi Development Corp. - Common Stock

Financial Services · Financial Services Website · IPO Jul 2023
$3.55
▲ +$0.10 (+2.90%)
Vol 764K
10
Quality Score
ok
Deep Check
1/5 fail
Mkt Cap
$160.9M
P/E
2.3
ROE
85.1%
Margin
932.6%
D/E
54.02
Beta
24.45
52W
$1–$54

Wall Street Consensus

8 analysts · Apr 2026
2
Strong Buy
5
Buy
1
Hold
0
Sell
0
Strong Sell
87.5%
Buy Rating

Price Chart

Earnings

Beat rate: 0.0%
Quarter EPS Est EPS Act Surprise
Dec 2025 $-0.11 $-1.50 $-1.39
Sep 2025 $-0.24 $-0.67 $-0.43

Quarterly Revenue & Earnings

Quarter 2024-0… 2024-1… 2025-0… 2025-0… 2025-0…
Revenue $619K $629K $287K $2.0M $4.6M
Net Income -$471K -$486K -$778K $15.4M $56.0M

Fundamentals Trend

Metric 2025-06-30 2025-09-02 2025-10-02 2025-11-03 2025-12-03 2026-01-02
ROE (TTM) 60.9% -69.8% 60.9% 60.9% 85.1% 85.1%
P/E (TTM) 28.44 24.26 2.94 2.29
Net Margin 777.0% -128.6% 389.0% 389.0% 932.6% 932.6%
Gross Margin 98.6% 98.5% 98.6% 98.6% 98.3% 98.3%
D/E Ratio 27.18 0.00 27.18 27.18 54.02 54.02
Current Ratio 1.08 2.89 1.08 1.08 2.04 2.04

Key Ratios

ROA (TTM)
47.1%
P/S (TTM)
21.37
EPS (TTM)
$2.45
Rev Growth 3Y
+2.0%
52W High
$53.88
52W Low
$0.53
$0.53 52-Week Range $53.88

Financial Health

Free Cash Flow
-$162.6M
Net Debt
$122.9M
Cash
$8.8M
Total Debt
$131.7M
As of Sep 30, 2025

How does DFDV compare to Financial Services peers?

Peer group: Micro-cap Financial Services (All) · 234 companies

DFDV ACT ACTG AFRM AGMH

DFDV valuation vs Financial Services peers

P/E ratio
2.3
80% below peers (11.6)
vs Peers
vs Industry
Undervalued
P/S ratio
21.4
610% above peers (3.0)
vs Peers
vs Industry
Overvalued
P/B ratio
0% below peers (1.3)
vs Peers
vs Industry
Overvalued
Div yield
0% below peers (6.0%)
vs Peers
vs Industry
In line

DFDV profitability vs Financial Services peers

ROE
85.1%
914% above peers (8.4%)
vs Peers
vs Industry
Top tier
Net margin
932.6%
10262% above peers (9.0%)
vs Peers
vs Industry
Top tier
Gross margin
98.3%
79% above peers (54.9%)
vs Peers
vs Industry
Top tier
ROA
47.1%
2134% above peers (2.1%)
vs Peers
vs Industry
Top tier

DFDV financial health vs Financial Services peers

D/E ratio
54.0
37% below peers (86.3)
vs Peers
vs Industry
Above avg
Current ratio
2.0
67% above peers (1.2)
vs Peers
vs Industry
Below avg
Beta
24.5
2776% above peers (0.9)
vs Peers
vs Industry
More volatile

DFDV fundamentals radar

DFDV Peer median Industry

DFDV profitability vs leverage

Bubble size = market cap · X = net margin · Y = D/E ratio

DFDV vs peers: key metrics

Insider Activity

Neutral
Buys
0
Sells
0
CARAGOL WILLIAM J
Director · Feb 17
2000 shs
HAN FEI
Chief Financial Officer · Feb 17
374922 shs
TAI ZACHARY ARIS
Director · Feb 17
5000 shs
PERFUMO THOMAS J
Director · Feb 17
7000 shs
Last 90 days

Top Holders

Top 5: 8.85%
Vanguard Group Inc
3.96%
$4.5M
Alyeska Investment Group, L…
1.63%
$1.8M
Millennium Management Llc
1.28%
$1.5M
Blackrock Inc.
1.08%
$1.2M
Geode Capital Management, L…
0.90%
$1.0M
As of Dec 31, 2025

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