Assessing Tradeweb Markets (TW) Valuation After Recent Share Price Weakness And Analyst Upside Estimates

Simply Wall St.01-13

AdvertisementWhy Tradeweb Markets is on investors’ radar today Tradeweb Markets (TW) has drawn attention after a mixed run in its share price, with a 1 day move of about 0.1% decline and a return over...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2603004529?lang=en_US&edition=fundamental","thumbnail":"https://images.simplywall.st/asset/industry/1033402-choice2-main-header/1585186850577","is_english":true,"pubTime":"2026-01-13 02:23","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2603004529","market":"hk","top_or_hot":-1,"title":"Assessing Tradeweb Markets (TW) Valuation After Recent Share Price Weakness And Analyst Upside Estimates","media":"Simply Wall St.","content":"<div>\n<p>AdvertisementWhy Tradeweb Markets is on investors’ radar today Tradeweb Markets (TW) has drawn attention after a mixed run in its share price, with a 1 day move of about 0.1% decline and a return over...</p>\n\n<a href=\"https://simplywall.st/stocks/us/diversified-financials/nasdaq-tw/tradeweb-markets/news/assessing-tradeweb-markets-tw-valuation-after-recent-share-p\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Assessing Tradeweb Markets (TW) Valuation After Recent Share Price Weakness And Analyst Upside Estimates</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAssessing Tradeweb Markets (TW) Valuation After Recent Share Price Weakness And Analyst Upside Estimates\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-13 02:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/diversified-financials/nasdaq-tw/tradeweb-markets/news/assessing-tradeweb-markets-tw-valuation-after-recent-share-p><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AdvertisementWhy Tradeweb Markets is on investors’ radar today Tradeweb Markets (TW) has drawn attention after a mixed run in its share price, with a 1 day move of about 0.1% decline and a return over...</p>\n\n<a href=\"https://simplywall.st/stocks/us/diversified-financials/nasdaq-tw/tradeweb-markets/news/assessing-tradeweb-markets-tw-valuation-after-recent-share-p\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0353189680.USD","symbol_name":"富国美国全盘成长基金Cl A Acc","start_time":0,"source_url":"https://simplywall.st/stocks/us/diversified-financials/nasdaq-tw/tradeweb-markets/news/assessing-tradeweb-markets-tw-valuation-after-recent-share-p","article_id":"2603004529","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/1033402-choice2-main-header/1585186850577"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/diversified-financials/nasdaq-tw/tradeweb-markets/news/assessing-tradeweb-markets-tw-valuation-after-recent-share-p","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2603004529","pubTimestamp":1768242210,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Why Tradeweb Markets is on investors’ radar today\nTradeweb Markets (TW) has drawn attention after a mixed run in its share price, with a 1 day move of about 0.1% decline and a return over the past year of roughly 19% decline.\nSee our latest analysis for Tradeweb Markets.\nRecent trading has been weak, with a 7 day share price return of a 6.01% decline and a year to date share price return of a 2.20% decline. However, the 3 year total shareholder return of 46.76% and 5 year total shareholder...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU2087625088.SGD":"ALLSPRING  US ALL CAP GROWTH \"A\" (SGDHDG) ACC","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","BK4112":"金融交易所和数据","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","TW":"Tradeweb Markets Inc.","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC"},"translate_title":"在近期股价疲软和分析师上涨预期后评估Tradeweb Markets(TW)的估值","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TW":1.5},"content_text":"AdvertisementWhy Tradeweb Markets is on investors’ radar today Tradeweb Markets (TW) has drawn attention after a mixed run in its share price, with a 1 day move of about 0.1% decline and a return over the past year of roughly 19% decline. See our latest analysis for Tradeweb Markets. Recent trading has been weak, with a 7 day share price return of a 6.01% decline and a year to date share price return of a 2.20% decline. However, the 3 year total shareholder return of 46.76% and 5 year total shareholder return of 64.01% show longer term holders have still seen meaningful gains. This suggests recent momentum is fading even as the broader performance record remains positive. If you are comparing Tradeweb Markets with other financial names, it can help to widen the lens and review fast growing stocks with high insider ownership as a fresh source of ideas. With Tradeweb’s share price under pressure despite revenue and net income growth, and a market price of $103.86 versus an average analyst target of $128.77, you have to ask: is this a buying opportunity, or is future growth already priced in? Most Popular Narrative: 19.3% Undervalued Tradeweb Markets' most followed narrative sees fair value at about $128.77 per share, above the last close of $103.86, which sets up a clear valuation gap for investors to assess.  The company's international and multi-asset expansion, particularly in emerging markets and APAC, is delivering above-average growth rates (e.g., 41% international revenue growth and EM swaps revenue up 40%+), reflecting cross-border flows and the need for global, multi-currency platform connectivity, supporting long-term diversification of revenues and reducing geographic concentration.  Read the complete narrative. Curious what kind of revenue runway and profit margins are baked into that higher fair value. The narrative leans on accelerating earnings power and a richer future earnings multiple. Want to see which growth and margin assumptions are doing the heavy lifting in that model and how an 8.08% discount rate shapes the outcome. Result: Fair Value of $128.77 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, there are clear pressure points here, including fee compression in core products and rising tech and personnel costs that could limit the profit and growth narrative. Find out about the key risks to this Tradeweb Markets narrative. Another View: Market Pricing Looks Demanding The first narrative leans on analyst fair value of $128.77 and a 19.3% discount, but the market is already paying a rich P/E of 35.2x for Tradeweb. That is above the US Capital Markets industry at 25.6x, the peer average at 29.1x, and the fair ratio of 17x that our work suggests the market could eventually lean toward. In plain terms, you are paying a premium multiple today while earnings growth expectations are not exceptionally high, so the margin for error looks thinner than the 19.3% upside story alone might imply. The real question is which signal you trust more: the narrative fair value or the market’s current willingness to pay up. See what the numbers say about this price — find out in our valuation breakdown. NasdaqGS:TW P/E Ratio as at Jan 2026 Build Your Own Tradeweb Markets Narrative If you see the data differently or prefer to test your own assumptions, you can build a custom view of Tradeweb in minutes: Do it your way. A good starting point is our analysis highlighting 2 key rewards investors are optimistic about regarding Tradeweb Markets. Looking for more investment ideas? If Tradeweb has caught your attention, do not stop here. Use this momentum to size up more opportunities that could fit your watchlist before others do.  Spot potential value early by scanning these 100+ penny stocks with strong financials that pair smaller market caps with balance sheets and cash flows you can actually assess. Chase the next wave of growth by checking out these 27 AI penny stocks that tie real revenue to practical artificial intelligence use cases. Zero in on price gaps by reviewing these 100+ undervalued stocks based on cash flows where current market prices sit below cash flow based estimates.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.Valuation is complex, but we're here to simplify it.Discover if Tradeweb Markets might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.36.0","shortVersion":"4.36.0","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2603004529","isCrawlerRequest":true}