Market-cap peers

TRX vs XLM

TRON and Stellar scored on the same 25 variables, ranked against the same 251 tokens, with every gap between them shown.

Scoring pass 18 Sept 2026. Market snapshot 7 Oct 2026.

TRX score
125/250
54th of 251 · CAUTIOUS HOLD
XLM score
108/250
100th of 251 · WATCH
Variables won
14 to 8
3 level of 25
Framework prefers
TRX
by 17 points
01

What separates them

TRX scores 125 of 250 and ranks 54th of 251. XLM scores 108 and ranks 100th. TRX leads by 17 points, which is a real gap, though small enough that one variable moving would close much of it. TRX takes 14 of the 25 variables, XLM takes 8, and 3 are level.

The framework rates TRX CAUTIOUS HOLD and XLM WATCH. Two tokens close enough to compare do not have to land in the same band, and where they do not, the divergence table below is where the split comes from.

5 variables separate them by 3 points or more. TRX is clear on Protocol Revenue (8 against 3), Circulating / FDV Ratio (9 against 5) and Revenue Trend (6 against 3). XLM is clear on Regulatory Safety (6 against 2).

XLM still has 29.9% of its eventual supply to enter circulation against 0% for TRX. On the same market capitalisation, a buyer of XLM is taking the 1.43x dilution path and a buyer of TRX the 1x one.

TRX is valued at $31.81B against $7.01B for XLM, a 4.5x difference. The larger of the two also scores higher, so the market and the framework agree on the ordering here.

XLM trades 77.1% below its all-time high and TRX 22.4% below its own. Recovering the high needs 4.4x from XLM and 1.3x from TRX, which is the same statement read as the return each one has to produce.

02

All 25 variables, head to head

Both tokens were scored by the same framework in the same pass, so the numbers are directly comparable. What a comparison adds over two separate pages is the gap: a 6 against a 6 is a non-event, a 9 against a 3 is the reason to hold one and not the other.

Cash flow

Cash flow variables compared between TRX and XLM
Protocol Revenue8
3TRX +5
Revenue Trend6
3TRX +3
P/S Multiple6
4TRX +2
Real Staking Yield6
3TRX +3

Supply

Supply variables compared between TRX and XLM
Supply Inflation5
5level
Vesting Schedule6
5TRX +1
Circulating / FDV Ratio9
5TRX +4
Buyback and Burn4
3TRX +1

Ownership

Ownership variables compared between TRX and XLM
Smart Money Flows3
4XLM +1
Insider Selling3
5XLM +2
Holder Concentration3
4XLM +1

Traction

Traction variables compared between TRX and XLM
TVL Trend5
3TRX +2
Active Users7
4TRX +3
Developer Activity4
5XLM +1
Network Growth4
4level

Position

Position variables compared between TRX and XLM
Market Share7
4TRX +3
Competitive Moat6
5TRX +1
Institutional Adoption3
5XLM +2
Exchange Depth7
6TRX +1
Social Mindshare5
4TRX +1

Risk

Risk variables compared between TRX and XLM
Regulatory Safety2
6XLM +4
Catalyst Calendar4
4level
BTC Alpha Potential4
3TRX +1
Team Execution3
5XLM +2
Treasury Runway5
6XLM +1

Bars read outward from the centre: TRX to the left, XLM to the right. The side that leads a variable is filled. Each score is 1 to 10 against the same definition applied to all 251 rated tokens.

03

Market and supply

Market and supply figures for TRX and XLM
TRXXLM
Price$0.3349$0.2001
Market cap$31.81B$7.01B
Circulating100%70.1%
Dilution to full supply1x1.43x
Off all-time high-22.4%-77.1%
To recover the high1.3x4.4x
Total value locked$11.20Bnot published
NetworkTronStellar

Price, market cap and all-time high from the CoinGecko snapshot fetched 7 Oct 2026. Supply shares are derived from circulating and eventual supply counts, which do not move with price. The 25 scores come from the research pass dated 18 Sept 2026.

04

Catalyst and risk on each side

TRX · CAUTIOUS HOLD

Catalyst

Growing USDT-TRC20 adoption in emerging markets; fee revenue near historical highs

Principal risk

SEC fraud claims against Justin Sun dismissed with prejudice in March 2026; extreme centralization; reputational damage from FTX era associations

XLM · WATCH

Catalyst

Stellar's cross-border payment partnerships (e.g., MoneyGram); Soroban smart contract adoption, live on mainnet since early 2024.

Principal risk

Slow payment adoption vs. XRP; limited DeFi network; regulatory uncertainty.

05

Common questions

Is TRX or XLM the better investment?
On this framework TRX scores higher: 125 against 108 of 250, and it is rated CAUTIOUS HOLD against WATCH. That is a ranking of fundamentals as recorded at the last scoring pass, not a price forecast, and TRX still wins 14 of the 25 individual variables against XLM.
What is the biggest difference between TRX and XLM?
Protocol Revenue. TRX scores 8 of 10 there and XLM scores 3, a gap of 5 points on a single variable.
Which is bigger, TRX or XLM?
TRX is valued at $31.81B and XLM at $7.01B on the latest market snapshot.
06

Related comparisons

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Research and analysis, not investment advice. A higher score is one framework applied consistently to 251 tokens, not a prediction that one asset will outperform the other.