Added to YB: 2026-09-04
Pitch date: 2026-09-02
TW [bullish]
Tradeweb Markets Inc.
+1.19%
current return
Author Info
Welfare Capital Research is a generalist investing in quality businesses with unique, in-demand services and attractive match-ups against competition. Sign up for the newsletter.
Company Info
Tradeweb Markets Inc. builds and operates electronic marketplaces in the United States and internationally.
Market Cap
$22.5B
Pitch Price
$104.10
Price Target
N/A
Dividend
0.52%
EV/EBITDA
N/A
P/E
25.45
EV/Sales
N/A
Sector
Capital Markets
Category
growth
My Work at Aurelion Research - Tradeweb Markets Inc.
TW: Tradeweb is a capital-light fixed-income marketplace expected to compound at low-teens-plus growth with roughly 5% capex, negative working capital excluding cash and adjusted ROE above 30%. Its liquidity network effects and leading positions should benefit from debt growth, further electronification and market-share gains, while volatility could lift trading demand. The shares trade near their lowest-ever P/E, though monthly volumes fluctuate and the stock is not cheap in absolute terms.
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