Head to Head

GLXY vs MARA: which is the better buy in 2026?

On Alexandria's Compass, Galaxy Digital Holdings has the edge with a 90/100 score versus 80/100 for MARA. Here is how they stack up, factor by factor.

Galaxy Digital Holdings

NASDAQ:GLXY

Edge
90/100 Compass
True NorthAccumulate$12.9B

Galaxy is the closest thing to a full-stack crypto investment bank, and the Helios data center bet changes its ceiling entirely.

Full GLXY analysis

MARA Holdings

NASDAQ:MARA

80/100 Compass
True NorthReduce$5.7B

A leveraged bet on Bitcoin dressed up as an AI infrastructure story, burning cash with a beta of 5.4 and 30% short interest.

Full MARA analysis

Factor by factor

FactorGLXYMARA
Revenue Growth9598
Profitability2020
Valuation6974
Momentum5752
Theme Purity8899
Moat7914
Catalysts8799
Market Position8019

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Frequently asked questions

Is GLXY or MARA the better buy in 2026?

By Compass Score, Galaxy Digital Holdings (NASDAQ:GLXY) edges it at 90/100 versus 80/100 for MARA. Both scores update weekly and reflect a contrarian, forward-looking read, not a recommendation.

How does Alexandria compare GLXY and MARA?

Each company is scored 1-100 on eight factors: revenue growth, profitability, valuation, momentum, theme purity, moat, catalysts, and market position. The Compass Score is the composite, and the comparison below shows where each name wins factor by factor.

Compass Scores are proprietary editorial research from publicly available data, not investment advice or a recommendation regarding any security. Rankings update weekly.