Opinions
Joe Terranova
Tradeweb Markets
TW-Q
BUY
Aug 20, 2025
$130.410
Stock price when the opinion was issued
Financial Services
It's the ideal tool to help you make quicker, more informed decisions for
managing and tracking your investments.
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BUY
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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Financial Services
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.