Added to YB: 2025-12-13
Pitch date: 2025-12-11
TW [bullish]
Tradeweb Markets Inc.
-2.93%
current return
Author Info
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Company Info
Tradeweb Markets Inc., together with its subsidiaries, builds and operates electronic marketplaces worldwide.
Market Cap
$22.8B
Pitch Price
$107.34
Price Target
136.24 (+27%)
Dividend
0.45%
EV/EBITDA
N/A
P/E
36.45
EV/Sales
N/A
Sector
Capital Markets
Category
value
Tradeweb Markets Inc - a rather lesser known company.
TW: Electronic trading platform for bonds/derivatives with 3000+ institutional clients. 41% operating margin, 24% FCF growth driven by network effects & switching costs. 60% revenue from sticky institutional clients, fastest growth in money markets (+83%). DCF shows $136 price target (+27% upside) on 12% revenue growth. LSEG owns 89% voting control creating governance risk.
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