A Look At Galaxy Digital (NasdaqGS:GLXY) Valuation As U.S. Digital Asset Rules Move Toward Greater Clarity

Simply Wall St.01-14

Senate committees preparing to vote on new U.S. digital asset market structure rules have put regulatory clarity in focus for crypto-exposed stocks, including Galaxy Digital (GLXY), especially around ...

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The 1 year and 3 year total shareholder returns of 45.76% and over 7x respectively...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"GLXY":"Galaxy Digital Holdings Ltd.","BK4023":"应用软件","AI":"C3.ai, Inc.","BK4543":"AI","BK4135":"资产管理与托管银行","BK4551":"寇图资本持仓","BK4528":"SaaS概念","BK4587":"ChatGPT概念","BK4588":"碎股","BK4585":"ETF&股票定投概念"},"translate_title":"随着美国数字资产规则变得更加清晰，银河数字（纳斯达克GS：GLXY）的估值一览","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"GLXY":1.5,"AI":0.88},"content_text":"Senate committees preparing to vote on new U.S. digital asset market structure rules have put regulatory clarity in focus for crypto-exposed stocks, including Galaxy Digital (GLXY), especially around institutional trading and custody. See our latest analysis for Galaxy Digital. Galaxy Digital’s recent 5.22% 1 day share price return to $26.82 comes after a tougher 90 day period with a 36.02% share price decline. The 1 year and 3 year total shareholder returns of 45.76% and over 7x respectively highlight how sentiment around its crypto and AI exposed model can swing quickly as investors reassess both growth potential and regulatory risk. If regulatory clarity around digital assets has your attention, this can be a good moment to see what else is moving in high growth tech and AI, including high growth tech and AI stocks. With Galaxy trading at $26.82 after a sharp 90 day pullback but carrying long term returns that run into multiples, the real question now is simple: are you looking at an undervalued crypto and AI hybrid, or a stock where markets already price in future growth? AdvertisementMost Popular Narrative: 44% Undervalued Galaxy Digital’s most followed valuation work anchors fair value at about US$47.64 per share versus the last close of US$26.82. This frames a wide gap that hinges on ambitious growth and margin expectations over the next few years. Advancements in real-world asset tokenization and the convergence of onchain and offchain capital markets are creating new, durable revenue streams (e.g., staking, lending, tokenized asset management). Galaxy is actively positioning for these opportunities through innovation and platform development, supporting long-term growth in recurring revenue and operating income. Read the complete narrative. Curious how a crypto and AI infrastructure mix could justify that kind of upside? The core of this narrative leans on rapid top line expansion, improving profitability and a future earnings multiple that sits well above traditional capital markets names. Want to see how those moving parts fit together into one valuation story? Result: Fair Value of $47.64 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, this depends on Galaxy turning a still developing AI data center campus and a single key tenant relationship into durable cash flows, without major delays or financing setbacks. Find out about the key risks to this Galaxy Digital narrative. Another View: What Earnings Multiples Are Saying The first fair value story leans heavily on long term growth and a rich future earnings multiple. If you step back and look at the current P/E instead, Galaxy trades at 43.3x, well above the US Capital Markets industry at 25.6x and the peer average at 21.3x, and also above a fair ratio of 14.5x that the market could move toward over time. That gap points to higher valuation risk if expectations cool, since there is already a lot of growth and margin improvement implied in the price. The question for you is simple: do you think Galaxy’s mix of crypto and AI infrastructure really supports a sustained premium of this size? See what the numbers say about this price — find out in our valuation breakdown. NasdaqGS:GLXY P/E Ratio as at Jan 2026 Build Your Own Galaxy Digital Narrative If you look at the numbers and come to a different conclusion, or just prefer to test your own assumptions against the data, you can build a complete Galaxy view in minutes with Do it your way. A great starting point for your Galaxy Digital research is our analysis highlighting 1 key reward and 5 important warning signs that could impact your investment decision. Ready for more investment ideas? If Galaxy has you thinking harder about risk and reward, do not stop here. Broaden your watchlist with ideas that target different themes and return profiles.  Spot potential early movers by checking out these 3533 penny stocks with strong financials that already back their stories with stronger balance sheets and fundamentals. Target the next wave of automation and data tools by scanning these 25 AI penny stocks built around AI use cases rather than just hype. Focus on price versus cash generation by reviewing these 884 undervalued stocks based on cash flows that trade below what their cash flows might suggest.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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