Stockchase Insights Tradeweb Markets TW-Q BUY Dec 06, 2024

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research

We think TW looks like a strong investment. The stock is up 50% year-to-date and has seen trading volumes steadily rise this year. Fundamentals are very attractive where it is a high margin business that has demonstrated top line growth of nearly 30% over the last-twelve-months. It generates high cash flows and has a strong balance sheet with $1.1B in net cash. The company has previously been acquisitive, and with all the cash they have, this could be a future catalyst. Granted it is expensive at 42x forward earnings but we think it is a strong name backed by fundamentals with potential to do well in the long-term.
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BUY

They've made bond trading digital. He liked this from day one. TW went into overdrive when Covid closed the trading floor. He bought this in the mid-30s and it's now at $81. TW keeps reporting record monthly trading volumes.

BUY

He recently bought it. There's strong engagement in the financial services industry, including heavy options volumes. TW is the trading platform for fixed income, and they perfected the model. Has strong revenue growth and momentum.

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