TW
NEUTRALAt a glance
Key valuation, profitability, growth, and risk metrics.
AI Analysis
AI-powered fundamental assessment
Key Strengths
Key Risks
Performance Snowflake
Multi-dimensional analysis across 5 key categories
Ref P/E 30.46, PEG 2.85, Graham Number $51.04
- Forward P/E (25.16) is lower than trailing P/E
- PEG ratio of 2.85 indicates overvaluation relative to growth
- Price/Sales of 12.24 is very high
- Trades at >2x the Graham Number
Ref Growth rates and Earnings Track Record
- Massive YoY Earnings Growth (128.8%)
- Consistent quarterly earnings beats
- Revenue growth (12.5%) is modest compared to earnings spikes
Ref Historical price changes
- Strong 5-year (+47.4%) and 3-year (+61.1%) returns
- Long-term stability in EPS progression
- Negative 1-year price performance
Ref Piotroski F-Score 4/9, Debt/Equity 0.02
- Extremely low Debt/Equity (0.02)
- Very high Current Ratio (4.84)
- Piotroski F-Score of 4/9 is only 'Stable', not 'Strong'
Ref Yield 0.49%, Payout 12.7%
- Very sustainable payout ratio (12.7%)
- Negligible dividend yield (0.49%)
Stock Price & Analyst Targets
Real-time price movements and analyst price targets
Multi-Horizon Performance vs Peers
Price momentum across 5Y → 1W horizons for TW and closest competitors.
| Company | 5Y | 3Y | 1Y | 6M | 1M | 1W |
|---|---|---|---|---|---|---|
|
TW
Tradeweb Markets Inc.
Primary
|
+47.4% | +61.1% | -10.7% | +6.0% | -8.0% | -7.2% |
|
CINF
Cincinnati Financial Corporation
Peer
|
+73.4% | +55.3% | +29.4% | -2.2% | -1.3% | +1.8% |
|
SOFI
SoFi Technologies, Inc.
Peer
|
+26.2% | +224.9% | +77.0% | -26.8% | +13.1% | +19.8% |
|
LPLA
LPL Financial Holdings Inc.
Peer
|
+123.1% | +60.7% | +3.9% | +1.5% | +11.4% | +9.3% |
|
BRO
Brown & Brown, Inc.
Peer
|
+71.6% | +37.5% | -24.3% | -23.1% | -2.0% | -1.0% |
Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.
Historical Performance Trends
Long-term financial metrics and growth patterns
Revenue & Net Income
Profit & Operating Margins
Return on Equity (ROE)
Quarterly Revenue Growth
Valuation Metrics
Key valuation ratios and pricing indicators
Profitability
Profit margins and return metrics
Growth
Revenue and earnings growth rates
Financial Health
Balance sheet strength and liquidity metrics
Financial Statement Flow
Interactive flow visualization showing how money moves through the company Q4 2025
Quarterly Earnings History
EPS performance vs analyst estimates
Financial Services Sector Comparison
Similar Companies
Peer comparison within the same industry
| Company | AI Rating | Market Cap | P/E | ROE | Profit Margin | Price | |
|---|---|---|---|---|---|---|---|
|
TW
Tradeweb Markets Inc.
|
NEUTRAL | $25.1B | 30.45 | 13.6% | 39.6% | $115.12 | |
|
CINF
Cincinnati Financial Corporation
|
BULLISH | $24.94B | 10.56 | 16.0% | 18.9% | $160.18 | Compare |
|
SOFI
SoFi Technologies, Inc.
|
NEUTRAL | $24.78B | 49.82 | 5.7% | 13.4% | $19.43 | Compare |
|
LPLA
LPL Financial Holdings Inc.
|
NEUTRAL | $25.81B | 29.5 | 20.9% | 5.2% | $321.89 | Compare |
|
BRO
Brown & Brown, Inc.
|
NEUTRAL | $27.03B | 23.78 | 10.7% | 18.7% | $79.18 | Compare |
Recent Insider Trading
Insider buy and sell transactions from the last 6 months
| Date | Insider | Position | Transaction | Shares | Value |
|---|---|---|---|---|---|
| 2026-04-15 | PETERSON JUSTIN | Chief Technology Officer | Sale | 21,221 | $2,560,496 |
| 2026-03-23 | FURBER SARA | Chief Financial Officer | Sale | 6,525 | $816,047 |
| 2026-03-23 | FRIEDMAN DOUGLAS L | Officer | Sale | 2,811 | $351,566 |
| 2026-03-20 | PETERSON JUSTIN | Chief Technology Officer | Sale | 1,005 | $125,761 |
| 2026-03-20 | DIXON TROY | Officer | Sale | 2,584 | $324,938 |
| 2026-03-20 | CLACK AMY | Officer | Sale | 271 | $34,078 |
| 2026-03-18 | PETERSON JUSTIN | Chief Technology Officer | Sale | 3,212 | $400,716 |
| 2026-03-17 | FURBER SARA | Chief Financial Officer | Stock Award | 6 | - |
| 2026-03-17 | HULT WILLIAM | Chief Executive Officer | Stock Award | 17 | - |
| 2026-03-17 | FRIEDMAN DOUGLAS L | Officer | Stock Award | 1 | - |
| 2026-03-17 | BRUNI ENRICO | Officer | Stock Award | 6 | - |
| 2026-03-17 | PETERSON JUSTIN | Chief Technology Officer | Stock Award | 3 | - |
| 2026-03-17 | CLACK AMY | Officer | Stock Award | 3 | - |
| 2026-03-13 | FURBER SARA | Chief Financial Officer | Stock Award | 12,019 | - |
| 2026-03-13 | HULT WILLIAM | Chief Executive Officer | Stock Award | 37,611 | - |
SEC Filings
Recent regulatory filings from the SEC EDGAR database
TW expects FY2025 capital expenditures between $99 million and $109 million, a 17% increase over FY2024 primarily driven by a one-time NYC headquarters relocation. As of September 30, 2025, the company reported operating lease liabilities of $135.6 million. Key risks include regulatory compliance obligations for its U.S. subsidiaries registered as broker-dealers and swap execution facilities under SEC and CFTC rules.
TW reports operating lease liabilities of $32.3 million as of June 30, 2025, with an additional $159.2 million in future commitments for a new New York City headquarters commencing in Q3 2025. FY 2025 capital expenditures are projected between $99 million and $109 million, a 17% increase over FY 2024 driven by technology investments and the new headquarters. Primary financial risks include these substantial long-term lease obligations and increased capital spending requirements.
Wall Street Analysts
Professional analyst ratings and price targets
Past News Coverage
Recent headlines mentioning TW from our newsroom.