9 paragraphs of its Risk Factors mention Supply chain.
Compare companies, side by side
The same facts from the filings for each company in a group, where each stands among the others, and what each wrote about a topic in its latest 10-K.
- Sales growth
- +32%
- Gross margin
- 55%
- Operating margin
- -195%
- Net margin
- -158%
The 3 largest, ranked among the group
Each corner is the share of Crypto companies the company is above on that ratio. The dashed line is the middle of the group. A rank, not a score.
3 paragraphs of its Risk Factors mention Supply chain, against 3 the year before.
1 paragraph of its Risk Factors mention Supply chain.
Crypto: the same facts for each company
| Company | Revenue, 12 months | Sales growth | Gross / operating margin | Net margin | Debt / equity | Accounting items | Insider buys | Investors | Open |
|---|---|---|---|---|---|---|---|---|---|
| GLXY Galaxy Digital | $37.0B
|
+42% |
GM -OM -
|
-1.2% | 3.53 | 0 of 3to read | 3 | 0 | 10-K |
| GME GameStop | $3.6B
|
-5.1% |
GM 38%OM 14%
|
25% | 0.68 | 2 of 6to read | 12 | 0 | 10-K |
| CRCL Circle Internet Group | $3.0B
|
+64% |
GM -OM 11%
|
15% | - | 1 of 3to read | 0 | 0 | 10-K |
| BKKT Bakkt | $2.3B
|
-32% |
GM -OM -6.1%
|
-0.1% | - | 4 of 3to read | 1 | 0 | 10-K |
| MARA MARA Holdings | $716.0M
|
+38% |
GM -OM -393%
|
-411% | 1.28 | 2 of 3to read | 0 | 0 | 10-K |
| FIGR Figure Technology Solutions | $708.9M
|
+49% |
GM -OM 28%
|
33% | 0.68 | 1 of 3to read | 0 | 0 | 10-K |
| CLSK CleanSpark | $679.2M
|
+102% |
GM 55%OM -132%
|
-147% | 2.34 | 4 of 3to read | 0 | 0 | 10-K |
| RIOT Riot Platforms | $675.7M
|
+72% |
GM -OM -211%
|
-211% | 0.31 | 1 of 4to read | 0 | 0 | 10-K |
| CORZ Core Scientific | $592.1M
|
-38% |
GM 41%OM -73%
|
-18% | - | 4 of 3to read | 3 | 0 | 10-K |
| MSTR Strategy | $495.1M
|
+3.0% |
GM 68%OM -
|
- | 0.12 | 1 of 4to read | 0 | 0 | 10-K |
| HUT Hut 8 | $305.5M
|
+45% |
GM 61%OM -227%
|
-170% | - | 3 of 4to read | 0 | 0 | 10-K |
| ABTC American Bitcoin | $270.8M
|
+159% |
GM 49%OM -39%
|
-27% | - | 2 of 3to read | 0 | 0 | 10-K |
| GEMI Gemini Space Station | $206.7M
|
+26% |
GM -OM -195%
|
-250% | - | 1 of 3to read | 0 | 0 | 10-K |
| WULF TeraWulf | $190.8M
|
+20% |
GM 26%OM -250%
|
-411% | 3.56 | 1 of 4to read | 3 | 0 | 10-K |
| CIFR Cipher Digital | $146.1M
|
+48% |
GM 50%OM -387%
|
-742% | 9.26 | 1 of 3to read | 0 | 0 | 10-K |
| BMNR Bitmine Immersion Technologies | $124.8M
|
- |
GM 85%OM -
|
- | - | 4 of 3to read | 0 | 0 | 10-K |
| BTBT Bit Digital | $122.8M
|
+5.1% |
GM -OM -225%
|
-237% | 0.26 | 2 of 4to read | 0 | 0 | 10-K |
| EXOD Exodus Movement | $110.9M
|
+4.5% |
GM -OM -
|
-101% | - | 0 of 3to read | 0 | 0 | 10-K |
| FWDI Forward Industries | $53.1M
|
-9.0% |
GM 71%OM -
|
- | - | 3 of 4to read | 0 | 0 | 10-K |
| SBET Sharplink | $52.8M
|
+666% |
GM -OM -
|
- | - | 3 of 4to read | 0 | 0 | 10-K |
| UPXI Upexi | $19.2M
|
+58% |
GM 91%OM -
|
- | 1.16 | 2 of 5to read | 0 | 0 | 10-K |
| BTCS BTCS | $16.6M
|
+305% |
GM 27%OM -
|
-746% | - | 4 of 3to read | 0 | 0 | 10-K |
| DFDV DeFi Development | $15.1M
|
+442% |
GM 98%OM -867%
|
- | - | 3 of 3to read | 8 | 0 | 10-K |
| HSDT Solana Company | $12.1M
|
- |
GM 96%OM -
|
- | - | 3 of 4to read | 0 | 0 | 10-K |
| DJT Trump Media & Technology Group | $6.5M
|
+1.8% |
GM 55%OM -
|
- | 0.68 | 2 of 5to read | 0 | 0 | 10-K |
| TRON Tron Inc. | $5.1M
|
+10.0% |
GM 26%OM -42%
|
- | - | 0 of 4to read | 0 | 0 | 10-K |
| ASST Strive | $3.6M
|
- |
GM -OM -621%
|
-591% | - | 1 of 2to read | 1 | 0 | 10-K |
| SUIG SUI Group | $2.4M
|
+18% |
GM -OM -
|
- | - | 1 of 3to read | 0 | 0 | 10-K |
| NAKA Nakamoto | $1.8M
|
-33% |
GM -OM -
|
- | - | 4 of 2to read | 7 | 0 | 10-K |
| HYPD Hyperion DeFi | $1.4M
|
- |
GM -OM -
|
- | 0.06 | 5 of 3to read | 0 | 0 | 10-K |
| LITS Lite Strategy | -
|
- |
GM -OM -
|
- | - | 1 of 2to read | 0 | 0 | 10-K |
| XXI Twenty One Capital | -
|
- |
GM -OM -
|
- | - | 1 of 2to read | 0 | 0 | 10-K |
Growth against cash margin
The 14 largest by revenue. A bigger bubble is more revenue; the dashed lines are the median of these companies.
How to read this page
- A radar shows where a company ranks among its group on six ratios. A corner at the edge means it is above every other company on that ratio.
- A table row lists the facts as the filings give them: revenue, growth, margins, debt to equity, the accounting checks, insider buying and followed investors holding.
- A bubble to the right grew faster, and one higher up kept more of its sales as free cash flow.
- A bar is paragraphs that mention the topic this year, and the mark on it is last year.
Risk Factors and XBRL figures from each company's latest 10-K, read nightly from SEC EDGAR. Nothing here is a rating.
Supply chain: paragraphs that mention it
All 32 companies
Risk Factors paragraphs in each company's latest 10-K, most mentions first. The bar is this year and the mark is last year.
What the companies wrote
RIOT Riot Platforms, Inc.
14 paragraphsGlobal macroeconomic, geopolitical, and public health events and resulting supply chain issues could adversely affect our business, financial condition, and operations.
Item 1A, Risk Factors, 10-K Mar 2, 2026
Macroeconomic, geopolitical, and public health events, and the resulting supply chain disruptions and inflationary pressures, could adversely affect our business, financial condition, and results of operations.
Item 1A, Risk Factors, 10-K Mar 2, 2026
BTBT Bit Digital, Inc
13 paragraphsSupply chain disruptions may adversely affect WhiteFiber’s new project development.
Item 1A, Risk Factors, 10-K Mar 27, 2026
Such higher costs for critical data center components, potential disruptions to equipment supply chains and labor and cross-border workforce challenges could have material adverse effects on our business, financial condition and results of operations.
Item 1A, Risk Factors, 10-K Mar 27, 2026
CIFR Cipher Digital Inc.
9 paragraphs• delays, disruptions or other failures in the HPC data center infrastructure supply chain;
Item 1A, Risk Factors, 10-K Feb 24, 2026
… We may experience disruptions to our business operations resulting from delays in construction and obtaining necessary equipment in a timely fashion due to global supply chain delays caused by geopolitical unrest, global pandemics, or other factors. Global supply logistics have …
Item 7, MD&A, 10-K Feb 24, 2026
CORZ Core Scientific, Inc./tx
9 paragraphs• high energy costs, supply chain disruptions (including labor availability), government regulation, and compliance costs
Item 1A, Risk Factors, 10-K Mar 2, 2026
• disruptions in the supply chain or excessive demand for construction materials, electrical transformers, generators and other
Item 1A, Risk Factors, 10-K Mar 2, 2026
GLXY Galaxy Digital Inc.
9 paragraphsTo mitigate supply chain risks, we may elect to pre-purchase or stockpile certain critical equipment. If projects are delayed, modified or canceled, such pre-purchased equipment may become obsolete, require storage at additional cost, or otherwise result in losses.
Item 1A, Risk Factors, 10-K Feb 26, 2026
In addition, delays in development, cost overruns, inflation, commodity price volatility, supply chain disruptions or other unforeseen circumstances could increase our capital requirements beyond our current expectations. Failure to accurately estimate project costs, timelines or capital expenditures may result in …
Item 1A, Risk Factors, 10-K Feb 26, 2026
TRON Tron Inc.
8 paragraphsDisruptions in our supply chain for materials and components and the resulting increase in equipment and logistics costs could adversely affect our financial performance.
Item 1A, Risk Factors, 10-K Mar 25, 2026
Disruptions in the Company’s manufacturing operations or supply chain due to political instability, civil unrest, or disease could adversely affect the Company’s toy and souvenir business, financial position, sales, and results of operations.
Item 1A, Risk Factors, 10-K Mar 25, 2026
Show all 32 companies' quotes
MARA MARA Holdings, Inc.
7 paragraphs• We face risks related to technological obsolescence, vulnerability of the global supply chain for cryptocurrency, AI and HPC hardware, potential trade restrictions and difficulty in obtaining new hardware, which may have a material adverse effect on our business;
Item 1A, Risk Factors, 10-K Mar 2, 2026
We face risks related to technological obsolescence, vulnerability of the global supply chain for cryptocurrency, AI and HPC hardware, potential trade restrictions and difficulty in obtaining new hardware, which may have a material adverse effect on our business.
Item 1A, Risk Factors, 10-K Mar 2, 2026
CLSK CLEANSPARK, INC.
6 paragraphsThere are risks related to technological obsolescence, the vulnerability of the global supply chain for cryptocurrency hardware disruption, potential trade restrictions and difficulty in obtaining new hardware which may have a negative effect on our business.
Item 1A, Risk Factors, 10-K Nov 25, 2025
• our mining operations are subject to risks of technological obsolescence, reliance on a vulnerable global supply chain for cryptocurrency hardware, potential trade restrictions and difficulty in obtaining new hardware, each of which could materially impact our business and increase our costs; and
Item 1A, Risk Factors, 10-K Nov 25, 2025
HSDT Solana Co
5 paragraphs… Moreover, the imposition of tariffs on foreign goods could impact our supply chain leading to fewer suppliers in the marketplace or make it more difficult or expensive to import components or parts needed for our medical devices
Item 1A, Risk Factors, 10-K Mar 31, 2026
… Global economic conditions in recent years have been volatile and disruptive due a number of factors such as geopolitical conflicts including those in Ukraine and in the Middle East, disruptions in the banking system and financial markets, supply chain disruptions …
Item 1A, Risk Factors, 10-K Mar 31, 2026
HUT Hut 8 Corp.
5 paragraphssupply chain and logistical issues, including tariff and inflationary pressures and a lack of availability, increased prices, delays in obtaining building supplies, raw materials, and equipment for data centers, and/or failure of our infrastructure and equipment suppliers to deliver infrastructure and equipment on time and in accordance with agreed upon specifications;
Item 1A, Risk Factors, 10-K Feb 25, 2026
… At the same time, grid interconnection bottlenecks have further constrained access to power and digital infrastructure development, while supply chain disruptions and regulatory constraints have extended lead times for critical infrastructure, including GPUs, ASICs, turbines, generators, and transformers.
Item 1A, Risk Factors, 10-K Feb 25, 2026
BMNR BITMINE IMMERSION TECHNOLOGIES, INC.
4 paragraphs… Trade policies and tariffs affecting technology supply chains, and other events and circumstances, including political or social instability, natural disasters, pandemics, or disruptions to financial and digital-asset markets, could adversely affect our operations, the value and liquidity of digital …
Item 1A, Risk Factors, 10-K Nov 10, 2026
… These threats are becoming increasingly sophisticated and may involve ransomware, phishing, social engineering, credential theft, distributed denial-of-service attacks, supply chain compromises, and the exploitation of software vulnerabilities, including zero-day exploits. The rapid development and deployment of artificial …
Item 1A, Risk Factors, 10-K Nov 10, 2026
ABTC American Bitcoin Corp.
3 paragraphs… At the same time, supply chain disruptions and regulatory constraints have extended lead times for critical infrastructure, including Bitcoin miners, generators, and transformers. Grid interconnection bottlenecks have further constrained access to power and Bitcoin mining infrastructure development. In this evolving …
Item 1A, Risk Factors, 10-K Mar 27, 2026
… For example, tariffs that are, or may in the future be, imposed by the United States on imports from certain countries and current or potential counter-tariffs in response, could lead to increased costs and supply chain disruptions. Penalties for …
Item 1A, Risk Factors, 10-K Mar 27, 2026
FIGR Figure Technology Solutions, Inc.
3 paragraphsIn particular, markets in the United States or abroad have been and may in the future be affected by the level and volatility of interest rates, availability and market conditions of financing, recessionary pressures, inflation, supply chain disruptions, consumer spending …
Item 1A, Risk Factors, 10-K Mar 16, 2026
… lead to macroeconomic effects, including volatility in commodity prices and the supply of energy resources, instability in financial markets, supply chain interruptions, political and social instability, as well as an increase in cyberattacks and espionage. Also, any sudden or prolonged …
Item 1A, Risk Factors, 10-K Mar 16, 2026
GME GameStop Corp.
3 paragraphsInterruptions to our supply chain or the supply chain of our suppliers may adversely affect our business.
Item 1A, Risk Factors, 10-K Mar 24, 2026
Such events can adversely affect our workforce and prevent employees and customers from reaching our stores, logistics facilities and other properties and can disrupt or disable portions of our supply chain, distribution network and refurbishment operations. They can also affect …
Item 1A, Risk Factors, 10-K Mar 24, 2026
LITS Lite Strategy, Inc.
3 paragraphs… capital markets are currently experiencing extreme volatility and disruption following recent government shutdowns, tariffs and trade disputes with other countries, inflation and high interest rates, supply chain disruptions and geopolitical tensions, including the US and EU sanctions on Russian oil …
Item 1A, Risk Factors, 10-K Sep 28, 2026
… Additionally, as in the U.S., post-approval regulatory requirements, such as those regarding product manufacture, marketing, or distribution, would apply to any product that is approved in the EU and the entities involved in the supply chain of the …
10-K, 10-K Sep 28, 2026
BKKT Bakkt, Inc.
2 paragraphs… Some of our clients have experienced a decrease in sales, supply chain disruptions, inventory shortages, and other adverse effects. A decline in activity by consumers of our clients’ products and services for any reason may correspondingly result in lower revenue …
Item 1A, Risk Factors, 10-K Mar 19, 2026
… Also, cyberattacks, including on the supply chain, continue to increase in frequency and magnitude, and we cannot provide assurances that our preventative efforts have been or will be successful.
Item 1A, Risk Factors, 10-K Mar 19, 2026
GEMI Gemini Space Station, Inc.
2 paragraphs• with respect to hardware used in connection with wallets and blockchain networks generally, there are risks related to technological obsolescence, the vulnerability of the global supply chain and difficulty in obtaining new hardware;
Item 1A, Risk Factors, 10-K Mar 31, 2026
8. Third-party and supply chain risk management processes, including initial vendor due diligence, on-going monitoring, ability to satisfy rigorous contractual obligations, inclusive of cybersecurity risk management standards and timely notification of cyber events.
Item 1A, Risk Factors, 10-K Mar 31, 2026
NAKA Nakamoto Inc.
2 paragraphsLike pain clinics, the cannabis industry is highly regulated, and laws can vary greatly between jurisdictions. A change in federal laws, state laws, or local ordinances could significantly impact our operations. Negative perceptions or stigmatization could affect the demand for our services and impact our reputation. Supply chain regulation and changes could impact our ability to provide consistent products and services to our clients.
Item 1A, Risk Factors, 10-K Mar 30, 2026
… worms), malware (including as a result of advanced persistent threat intrusions), credential harvesting, personnel misconduct or error, ransomware attacks, supply-chain attacks, software bugs, server malfunctions, or hardware failures, loss of data or other information technology assets, adware, attacks enhanced …
Item 1A, Risk Factors, 10-K Mar 30, 2026
UPXI UPEXI, INC.
2 paragraphsOur growth will focus on the expansion of our brands portfolio through organic growth and optimization of our supply chain.
10-K, 10-K Sep 17, 2026
July 2023 - The Company notified the buyer of the Infusionz brands and the manufacturing business of the defaults and notified the buyer that all obligations and undertakings to the buyer are terminated. The Company started manufacturing again for brands owned by the Company to ensure there was no interruption to the supply chain of the products.
10-K, 10-K Sep 17, 2026
WULF TERAWULF INC.
2 paragraphs… However, the success of our HPC hosting services may not develop as anticipated, and may be affected by factors such as the reliability and timing of power supply, supply chain disruption (including local labor availability), the implementation of new tariffs …
Item 1A, Risk Factors, 10-K Feb 27, 2026
… time or within our anticipated cost estimates, if at all, due in part to ongoing challenges to the global supply chain, the implementation of new tariffs and more restrictive trade policies, increased inflation, and changing conditions within the United States …
Item 1A, Risk Factors, 10-K Feb 27, 2026
CRCL Circle Internet Group, Inc.
1 paragraphInfectious Illness Risk: An outbreak of an infectious illness, such as the COVID-19 pandemic, may adversely impact the economies of many nations and the global economy, and may impact individual issuers and capital markets in ways that cannot be foreseen. An infectious illness outbreak may result in, among other things, closed international borders, prolonged quarantines, supply chain disruptions, market volatility or disruptions and other significant economic, social and political impacts.
Item 8, Financial Statements, 10-K Mar 9, 2026
DJT Trump Media & Technology Group Corp.
1 paragraph… COVID-19 pandemic, geo-political risks such as the Russian invasion of Ukraine, and actions taken to counter inflation. Supply chain constraints, labor shortages, inflation, and rising interest rates and reduced consumer confidence have caused advertisers in a variety of …
Item 7, MD&A, 10-K Feb 27, 2026
SUIG SUI Group Holdings Ltd.
1 paragraph4. Supply Chain and Enterprise Solutions: Provenance and authentication solutions track goods transparently, with the goal of ensuring authenticity and reducing fraud. Enterprise blockchain integration supports identity management, record-keeping, and automation.
10-K, 10-K Feb 27, 2026
ASST Strive, Inc.
0 paragraphsNot mentioned in the latest 10-K.
BTCS BTCS Inc.
0 paragraphsNot mentioned in the latest 10-K.
DFDV DeFi Development Corp.
0 paragraphsNot mentioned in the latest 10-K.
EXOD Exodus Movement, Inc.
0 paragraphsNot mentioned in the latest 10-K.
FWDI Forward Industries, Inc.
0 paragraphsNot mentioned in the latest 10-K.
HYPD HYPERION DEFI, INC.
0 paragraphsNot mentioned in the latest 10-K.
MSTR Strategy Inc
0 paragraphsNot mentioned in the latest 10-K.
SBET Sharplink, Inc.
0 paragraphsNot mentioned in the latest 10-K.
XXI Twenty One Capital, Inc.
0 paragraphsNot mentioned in the latest 10-K.