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CLSK vs RELY
Which Stock Would AI Choose? CleanSpark (CLSK) vs. Remitly Global (RELY) Stock Comparison
Key Takeaways
- CleanSpark (CLSK) is a Bitcoin mining and data center infrastructure company pivoting aggressively into AI and high-performance computing, while Remitly Global (RELY) operates a digital cross-border payments platform serving over 9 million active customers.
- CLSK carries a beta of 3.84, reflecting extreme sensitivity to Bitcoin price swings and crypto market sentiment; RELY holds a beta of 0.34, indicating far lower market-driven volatility.
- RELY delivered its first full year of GAAP (Generally Accepted Accounting Principles) profitability in fiscal 2025 with $67.9 million in net income, while CLSK swung from a $364.5 million profit in FY2025 to a $378.7 million net loss in its most recent quarter.
- Both stocks carry a "Strong Buy" consensus from Wall Street analysts, but their return profiles diverge sharply: RELY has gained roughly 63% year-to-date versus CLSK's approximately 43% YTD gain.
- A transformative $6.6 billion data center lease deal announced in July 2026 has reframed CLSK's narrative around AI infrastructure, while RELY's growth story centers on steady user expansion and product innovation in digital remittances.
- These two companies operate in entirely different sectors, making this comparison a study in contrasting risk-reward profiles rather than a direct industry matchup.
Introduction
Comparing CLSK and RELY may seem unconventional at first glance — one is a Bitcoin mining and data center operator, the other a cross-border digital payments platform. Yet both stocks have captured significant investor attention in recent months thanks to transformative strategic moves, accelerating revenue growth, and strong year-to-date performance. This comparison is particularly relevant for traders and investors evaluating high-growth equities with vastly different risk characteristics. Whether you are drawn to the high-beta, crypto-adjacent space or favor steady, cash-flow-generating fintech plays, understanding how these two names stack up can help frame broader portfolio allocation decisions in the current market environment.
CLSK Overview and Recent Performance
CleanSpark, branded as "America's Bitcoin Miner," has evolved well beyond its mining roots. The company owns, leases, and operates data centers across the United States, controlling a power portfolio exceeding 1.8 gigawatts (GW) as of early 2026. Fiscal 2025 was a transformative year: CLSK reported revenue of $766.3 million, more than doubling the prior year's $379 million, and posted net income of $364.5 million. The company surpassed 50 exahashes per second (EH/s) in operational hashrate — a measure of computational power deployed for Bitcoin mining — and held over 13,000 Bitcoin on its balance sheet, valued at approximately $1.0 billion as of December 2025.
The recent period has brought both landmark developments and heightened volatility. In July 2026, CleanSpark announced a 20-year triple-net lease agreement for its Sandersville, Georgia data center facility, projecting $6.6 billion in contracted revenue from a global technology tenant. This deal, coupled with a $1.15 billion zero-coupon convertible notes offering completed in November 2025, underscores the company's strategic pivot into AI and high-performance computing (HPC) infrastructure. However, recent quarterly results have been mixed: fiscal Q1 2026 revenue reached $181.2 million, but the company posted a net loss of $378.7 million, partly reflecting non-cash mark-to-market adjustments on Bitcoin holdings. The stock has experienced sharp swings, trading within a 52-week range of $8.00 to $23.61, reinforcing its reputation as a high-volatility vehicle tied closely to cryptocurrency market dynamics.
RELY Overview and Recent Performance
Remitly Global operates a digital financial services platform focused on cross-border remittances and complementary offerings for immigrants and their families. The company supports over 5,300 transaction corridors connecting more than 5.4 billion bank accounts and mobile wallets globally. In fiscal 2025, RELY achieved a major milestone: its first full year of GAAP profitability, with net income of $67.9 million on revenue of $1.635 billion, representing 29% year-over-year growth. Active customers grew to 9.3 million by year-end, while total send volume reached $74.9 billion, up 37% from the prior year.
Recent weeks have seen RELY navigating both product momentum and a leadership transition. In February 2026, co-founder Matt Oppenheimer stepped into the role of Executive Chairman, and former Amazon and Apple executive Sebastian Gunningham took over as CEO. The company continues to expand its product ecosystem — including the Flex send-now-pay-later service, which surpassed 120,000 users, and the Remitly Business offering. Adjusted EBITDA (earnings before interest, taxes, depreciation, and amortization) for the full year 2025 reached $272.2 million, nearly doubling the prior year's figure. Free cash flow tripled to $283.3 million, reflecting improving operational leverage. The stock has traded in a 52-week range of $12.08 to $25.75 and carries a notably low beta of 0.34, signaling relative insulation from broad market swings. For fiscal 2026, management has guided for revenue between $1.94 billion and $1.96 billion, implying 19% to 20% growth.
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Head-to-Head Comparison
The most striking contrast between CLSK and RELY lies in their risk profiles. CLSK's beta of 3.84 means the stock has historically moved nearly four times as much as the broader market, making it among the most volatile names in the technology space. RELY's beta of 0.34, by contrast, suggests a stock that tends to be far less reactive to market-wide fluctuations. This divergence stems from fundamentally different business models: CLSK's fortunes remain heavily tied to Bitcoin prices — an asset class known for sharp drawdowns and rapid recoveries — while RELY generates revenue from transaction fees on steadily growing remittance volumes, a far more predictable stream.
On the growth front, RELY offers consistency: 29% revenue growth in FY2025 and guidance for 19-20% in FY2026, paired with expanding margins and positive free cash flow. CLSK's growth, while explosive when Bitcoin prices cooperate, comes with inherent lumpiness. The company's AI infrastructure pivot represents a genuine attempt to diversify away from pure crypto exposure, and the $6.6 billion Sandersville lease signals early success. Yet the AI data center business remains nascent for CLSK, and execution risk is non-trivial. RELY, meanwhile, faces its own headwinds — including immigration policy uncertainty in key send markets such as the U.S. and Canada — but its digital-first model and regulatory tailwinds (such as tax advantages for digitally funded remittances) provide structural support.
Sector exposure further differentiates the two: CLSK sits at the intersection of crypto, energy infrastructure, and AI compute; RELY operates in the fintech and cross-border payments space. Market capitalization is relatively comparable at roughly $3.7 billion for CLSK and $4.7 billion for RELY, though RELY commands a higher price-to-earnings ratio (approximately 47x trailing earnings) reflective of its more predictable earnings profile.
Tickeron AI Verdict
Based on observable factors such as trend consistency, earnings trajectory, and relative stability, Tickeron's AI-driven analysis would likely tilt toward RELY in the current market environment. The combination of accelerating profitability, triple-digit free cash flow growth, a low-beta profile, and steadily expanding active users presents a more statistically durable trend pattern than CLSK's higher-volatility, catalyst-dependent setup. That said, CLSK's AI infrastructure pivot and the landmark Sandersville lease represent legitimate catalysts that could reshape its long-term earnings power. For trend-following AI models that prioritize consistency and lower drawdown risk, RELY's smoother upward trajectory and improving fundamentals may be more aligned with probabilistic success. For AI models tuned to momentum and catalyst-driven breakouts, CLSK's narrative shift could prove equally compelling under different market conditions.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CLSK is a Hold and RELY is a StrongBuy.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
CLSK’s FA Score shows that 0 FA rating(s) are green whileRELY’s FA Score has 1 green FA rating(s).
- CLSK’s FA Score: 0 green, 5 red.
- RELY’s FA Score: 1 green, 4 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
CLSK’s TA Score shows that 4 TA indicator(s) are bullish while RELY’s TA Score has 4 bullish TA indicator(s).
- CLSK’s TA Score: 4 bullish, 5 bearish.
- RELY’s TA Score: 4 bullish, 4 bearish.
Price Growth
CLSK (@Investment Banks/Brokers) experienced а -9.78% price change this week, while RELY (@Computer Communications) price change was +0.66% for the same time period.
The average weekly price growth across all stocks in the @Investment Banks/Brokers industry was +0.34%. For the same industry, the average monthly price growth was +0.59%, and the average quarterly price growth was -9.76%.
The average weekly price growth across all stocks in the @Computer Communications industry was +2.02%. For the same industry, the average monthly price growth was +1.13%, and the average quarterly price growth was +24.94%.
Reported Earning Dates
CLSK is expected to report earnings on Dec 16, 2026.
RELY is expected to report earnings on Nov 04, 2026.
Industries' Descriptions
@Investment Banks/Brokers (+0.34% weekly)These banks specialize in underwriting (helping companies with debt financing or equity issuances), IPOs, facilitating mergers and other corporate reorganizations and acting as a broker or financial advisor for institutions. They might also trade securities on their own accounts. Investment banks potentially thrive on expanding its network of clients, since that could help them increase profits. Goldman Sachs, Morgan Stanley and CME Group Inc are some of the largest investment banking companies.
@Computer Communications (+2.02% weekly)Computer communications industry develops technology that allows computing devices to exchange data with each other using connections/data links between nodes. Common types of computer network include Cloud (IAN), Internet, Wide (WAN, Local (LAN)/Wireless(WLAN) etc. The industry is an ever-more important part of technology, and is set to become even bigger as the Internet of Things (IoT) rapidly forays into the various aspects of our lives. Cisco Systems, Inc., Palo Alto Networks, Inc. and Arista Networks, Inc., Fortinet, Inc. are some of the major computer communications companies.
| CLSK | RELY | CLSK / RELY | |
| Capitalization | 3.13B | 5.1B | 61% |
| EBITDA | -69.3M | 171M | -41% |
| Gain YTD | 20.356 | 75.580 | 27% |
| P/E Ratio | 7.38 | 17.43 | 42% |
| Revenue | 740M | 1.73B | 43% |
| Total Cash | 935M | 649M | 144% |
| Total Debt | 1.79B | 39.3M | 4,557% |
CLSK | RELY | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 70 | 72 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 71 Overvalued | 30 Undervalued | |
PROFIT vs RISK RATING 1..100 | 100 | 67 | |
SMR RATING 1..100 | 98 | 63 | |
PRICE GROWTH RATING 1..100 | 59 | 42 | |
P/E GROWTH RATING 1..100 | 87 | 100 | |
SEASONALITY SCORE 1..100 | 50 | 62 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
RELY's Valuation (30) in the Investment Managers industry is somewhat better than the same rating for CLSK (71) in the null industry. This means that RELY’s stock grew somewhat faster than CLSK’s over the last 12 months.
RELY's Profit vs Risk Rating (67) in the Investment Managers industry is somewhat better than the same rating for CLSK (100) in the null industry. This means that RELY’s stock grew somewhat faster than CLSK’s over the last 12 months.
RELY's SMR Rating (63) in the Investment Managers industry is somewhat better than the same rating for CLSK (98) in the null industry. This means that RELY’s stock grew somewhat faster than CLSK’s over the last 12 months.
RELY's Price Growth Rating (42) in the Investment Managers industry is in the same range as CLSK (59) in the null industry. This means that RELY’s stock grew similarly to CLSK’s over the last 12 months.
CLSK's P/E Growth Rating (87) in the null industry is in the same range as RELY (100) in the Investment Managers industry. This means that CLSK’s stock grew similarly to RELY’s over the last 12 months.
| CLSK | RELY | |
|---|---|---|
| RSI ODDS (%) | 7 days ago 90% | 1 day ago 71% |
| Stochastic ODDS (%) | 1 day ago 84% | 1 day ago 73% |
| Momentum ODDS (%) | 1 day ago 90% | 1 day ago 80% |
| MACD ODDS (%) | 1 day ago 90% | 1 day ago 70% |
| TrendWeek ODDS (%) | 1 day ago 88% | 1 day ago 82% |
| TrendMonth ODDS (%) | 1 day ago 89% | 1 day ago 82% |
| Advances ODDS (%) | 24 days ago 88% | 1 day ago 83% |
| Declines ODDS (%) | 3 days ago 88% | 21 days ago 78% |
| BollingerBands ODDS (%) | 1 day ago 87% | 1 day ago 61% |
| Aroon ODDS (%) | 1 day ago 82% | 1 day ago 89% |
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