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AGING Analysis Report
Aug 10, 2026
13 days ago · 100% complete
NOT DEPENDABLE This report predates a filing — its financial basis has been replaced.
Report generated: Aug 10, 2026 · Filing on record since: Aug 19, 2026 · 9 days after
For AI assistants & researchers — machine-readable summary of this page

What this page is: Delvantic's full research page for CME Group Inc. (CME) — AI-driven forensic equity research: mechanical valuation models (DCF, EPV, anchored-PE, scenario) plus three independent AI lenses (Quality / Value / Sentiment). Everything below is rendered server-side; you are not missing content that requires JavaScript. All scores are predictions and research opinions, not financial advice.

Our current read (analysis of 2026-08-23): Designation Watch · Gem Score +21 (−100…+100 Quality+Value blend) · Quality 89 · Value -35 · Sentiment 20 (timing only, not weighted) · Composite fair value $219.05 vs $263.66 at analysis

Page map (sections in order; each card carries a stable reference-name attribute you can cite):

  • profile-header / price-overview — company profile, live quote, market cap
  • extended-analysisthe core: three AI lens reads with findings, scores, and the analyst memo
  • future-predictions — our forward price-band predictions
  • market-narrative / ai-findings / gpt-critique — narrative context, cross-model findings, and an adversarial critique of our own analysis (near the end of the document)
  • Members-only sections (render as login gates for anonymous readers): price-history, income-trend, key-metrics, financials (statement tables), insider-trading. The analysis above is public; the raw data tables require a free account.

More for machine readers: site briefing at /llms.txt · any ticker resolves at delvantic.com/stock/TICKER · raw inputs are public-company filings and market data (via licensed data feeds); every model, score, lens read, and prediction on this page is Delvantic's own analysis.

CME Group Inc.

CME NASDAQ
Financial Services · Financial Data & Stock Exchanges
Chicago, IL 60606, United States cmegroup.com Updated Aug 10, 12:01am
Price
$263.66
Market Cap
$94.8B
Employees
3,875
Beta
0.27
Avg Volume
2,971,777
Last Dividend
$11.25
CEO
Mr. Terrence A. Duffy

CME Group Inc. is a global financial market infrastructure company that operates one of the world’s leading derivatives marketplaces. The company provides platforms for trading futures, options, cash, and over-the-counter products, enabling participants to manage risk across major asset classes such as interest rates, equity indexes, foreign exchange, energy, agricultural commodities, and metals. CME Group also offers central counterparty clearing services, helping reduce counterparty and systemic risk in the financial system. In addition, it delivers market data, analytics, and information services that support price discovery and trading decisions for institutions, corporations, and professional traders worldwide. Through its designated contract markets and electronic trading systems, CME Group plays a central role in global price formation and risk transfer, supporting liquidity and transparency in both developed and emerging markets. Headquartered in Chicago, Illinois, it serves a broad range of financial, commercial, and industrial clients around the world.

Runs with full report Generated: Aug 10, 2026 12:18am
Price Overview
Price at report time
$263.66
as of Aug 10, 12:18am (13d ago)
Change · Aug 10
-0.66 (-0.25%)
Day Range
$262.43 – $266.27
52-Week Range
$218.31 – $329.16
50-Day MA
$250.60
200-Day MA
$278.50
Volume
1,250,900.00
Right now · live
Log in to get the live feed
Members see the real-time price and the move since this report (over 13d).
Share Structure
Outstanding 359,275.00
Float 354,264,681.00
Free Float 98,605.4%
High free float — 98,605.4% of shares trade freely, ~-98505.4% held by insiders/institutions
Very liquid — most shares trade freely. Low insider ownership can mean less management alignment, but makes large position sizing straightforward.
Price History (1 Year)
Last updated: Aug 10, 2026 12:29am (13d ago)
Revenue & Net Income Trend
The directional story — useful even when net income is negative.
Last updated: Aug 7, 2026 4:28am (16d ago)
Revenue
The top line — total sales before any costs or taxes are subtracted. A measure of how much business the company is doing.
Net Income
The bottom line — profit left after subtracting all expenses, interest, and taxes from revenue. Reflects accounting profitability, but includes non-cash items like depreciation, so it isn't the same as cash earned.
Operating Cash Flow
The real cash generated by the day-to-day business — selling products, paying suppliers, collecting from customers. Calculated from net income by adding back non-cash items and adjusting for timing (unpaid bills, unsold inventory). When OCF consistently lags net income, the reported profit may not be converting to real money.
Period Revenue Net Income Net Margin YoY/QoQ
Key Metrics
TD Twelve Data statement HEX SEC filing
Industry comparison last run: Aug 10, 2026 12:15am
P/E Ratio (Price per dollar of earnings)
HEX
Stock Price / EPS (Diluted)
23.63
Stock Price: $263.66
EPS (Diluted): 11.16
P/B Ratio (Price vs net asset value)
HEX
Stock Price / Book Value Per Share
3.35
Stock Price: $263.66
Total Equity: $28.73B
Shares: 364,892,473
EV/EBITDA (Total value vs operating profit)
HEX
Enterprise Value / EBITDA
922.49
Market Cap: $94.81B
Total Debt: $0.00
Cash: $4.42B
EBITDA: $98.30M
Enterprise Value (Takeover price (cap + debt - cash))
HEX
Market Cap + Total Debt - Cash
$90.7B
Market Cap: $94.81B
Total Debt: $0.00
Cash: $4.42B
Gross Margin (Revenue left after direct costs)
HEX
Gross Profit / Revenue
86.1%
Gross Profit: $5.61B
Revenue: $6.52B
Operating Margin (Revenue left after all operations)
HEX
Operating Income / Revenue
64.9%
Operating Income: $4.23B
Revenue: $6.52B
Net Margin (Revenue left as actual profit)
HEX
Net Income / Revenue
62.5%
Net Income: $4.07B
Revenue: $6.52B
ROE (Profit from shareholder equity)
HEX
Net Income / Total Equity
14.2%
Net Income: $4.07B
Total Equity: $28.73B
ROIC (Profit from all invested capital)
HEX
NOPAT / Invested Capital
13.3%
Operating Income: $4.23B
Tax Rate: 23.6%
Equity: $28.73B
Total Debt: $0.00
Cash: $4.42B
Zero debt — invested capital = equity minus cash (very efficient)
Current Ratio (Can it pay short-term bills)
HEX
Current Assets / Current Liabilities
1.03
Current Assets: $165.36B
Current Liabilities: $160.30B
Debt/Equity (Leverage — debt vs equity)
HEX
Total Debt / Total Equity
0.00
Short-Term Debt: $0.00
Long-Term Debt: $0.00
Total Debt: $0.00
Total Equity: $28.73B
Zero debt — this company carries no debt obligations. Strongest possible score.
Rev/Share (Top-line per share)
HEX
Revenue / Shares Outstanding
$17.87
Revenue: $6.52B
Shares: 364,892,473
Book Value/Share (Net assets per share)
HEX
(Total Assets - Total Liabilities) / Shares
$78.73
Total Equity: $28.73B
Shares: 364,892,473
FCF/Share (Real cash generated per share)
HEX
(Operating Cash Flow + CapEx) / Shares
$11.49
Operating CF: $4.28B
CapEx: -$83.50M
Shares: 364,892,473
CapEx is negative (outflow) — added to OCF to get FCF
Div Yield (Annual income from holding)
TD
Last Annual Dividend / Stock Price
4.3%
Last Dividend: $11.25
Stock Price: $263.66
Payout Ratio (Earnings paid out as dividends)
HEX
Dividends Paid / Net Income
96.6%
Dividends Paid: -$3.93B
Net Income: $4.07B
Industry Benchmarks
Last run: Aug 10, 2026 12:14am
Compares CME against LLM-researched typical ranges for its industry. One research call per industry, cached indefinitely — every stock in the same industry reuses the same baseline.
Income Statement (Annual)
Last updated: Aug 7, 2026 4:28am (16d ago)
Metric 2021 2022 2023 2024 2025
Revenue $4.7B $5.0B $5.6B $6.1B $6.5B
Cost of Revenue $837.0M $753.1M $828.6M $850.3M $907.0M
Gross Profit $3.9B $4.3B $4.8B $5.3B $5.6B
Operating Expenses $1.2B $1.3B $1.3B $1.3B $1.4B
Operating Income $2.6B $3.0B $3.4B $3.9B $4.2B
Net Income $2.6B $2.7B $3.2B $3.5B $4.1B
EBITDA $3.6B $1.8B -$609.7M $960.0M $98.3M
EPS $7.30 $7.41 $8.87 $9.69 $11.18
EPS (Diluted) $7.29 $7.40 $8.86 $9.67 $11.16
Balance Sheet (Annual)
Last updated: Aug 7, 2026 12:05am (16d ago)
Metric 2021 2022 2023 2024 2025
Cash & Equivalents $2.8B $2.7B $2.9B $2.9B $4.4B
Total Current Assets $161.8B $139.1B $94.9B $103.0B $165.4B
Total Assets $196.8B $174.2B $129.7B $137.4B $198.4B
Current Liabilities $160.4B $137.7B $93.4B $102.3B $160.3B
Long-Term Debt
Total Liabilities $169.4B $147.3B $103.0B $111.0B $169.7B
Total Equity $27.4B $26.9B $26.7B $26.5B $28.7B
Retained Earnings $5.2B $4.7B $4.5B $4.2B $6.4B
Cash Flow (Annual)
Last updated: Aug 7, 2026 4:28am (16d ago)
Metric 2021 2022 2023 2024 2025
Operating Cash Flow $2.4B $3.1B $3.5B $3.7B $4.3B
Capital Expenditure -$127.2M -$89.7M -$76.4M -$94.0M -$83.5M
Free Cash Flow $2.3B $3.0B $3.4B $3.6B $4.2B
Acquisitions (net)
Net Debt Issued / (Repaid)
Dividends Paid -$2.2B -$2.6B -$3.2B -$3.6B -$3.9B
Stock Buybacks
Net Change in Cash $72.4B -$22.8B -$44.9B $8.7B $62.3B
Growth Trends (YoY %)
Last updated: Aug 7, 2026 4:28am (16d ago)
Metric 2022 2023 2024 2025
Revenue Growth +7.0% +11.1% +9.9% +6.4%
Gross Profit Growth +10.7% +11.3% +11.1% +6.3%
Operating Income Growth +14.0% +13.9% +14.4% +7.6%
Net Income Growth +2.0% +19.9% +9.3% +15.5%
EBITDA Growth -49.8% -133.6% +257.5% -89.8%
Dividend History (Last 20)
Last updated: Aug 6, 2026 7:38am (17d ago)
Date Dividend Declaration Record Payment
2026-06-09 $1.30
2026-03-10 $7.45
2025-12-12 $1.25
2025-09-09 $1.25
2025-06-09 $1.25
2025-03-07 $1.25
2024-12-27 $5.80
2024-12-09 $1.15
2024-09-09 $1.15
2024-06-07 $1.15
2024-03-07 $1.15
2023-12-27 $5.25
2023-12-07 $1.10
2023-09-07 $1.10
2023-06-08 $1.10
2023-03-09 $1.10
2022-12-27 $4.50
2022-12-08 $1.00
2022-09-08 $1.00
2022-06-09 $1.00
0Company Classification 1Industry Landscape 2Company Momentum 3Forward Projection 4aDCF Valuation 4bEarnings Power Value 4cAnchored PE 4dReverse DCF 4eRevenue-Based DCF 4fAnchored P/S 4gScenario Analysis 4hDividend Discount Model 4iBook Value Analysis 4jInsider Activity 4fCash Flow Quality 4gDebt Maturity Risk 4hMacro Environment 4iSector Intelligence 4jRevenue Confidence 4kSensitivity Analysis 4lSector Demand Cycle 5AI Investigation 5bThesis Evaluation 6Valuation Synthesis
computed not applicable 18 computed · 6 not applicable
Narrative Economics
The story the market is telling about this stock — the intangible X-factor (founder mythology, cult dynamics, TAM-of-imagination) that moves price beyond what cash flows alone explain. After Shiller, Narrative Economics.
No narrative profile yet for CME — it's generated by the pipeline (market-narrative step).
Claude Reading
Independent analyst synthesis · claude-opus-4-7 · generated 2026-08-10 00:28:51
Verdict I dissent modestly from the "slight_upside" synthesis. At $263, CME is priced at the high end of fair value assuming current volatility persists; on a normalized volume assumption, fair value is $220-240. This is a hold-for-yield name, not a buy. The 4.27% dividend does most of the work of the total return math — you're not getting paid to take timing risk here. Wait for a volatility-normalization drawdown to $230 or a competitive scare to $215 for a real entry.

Looking at the raw numbers first: CME has compounded revenue from $4.69B (2021) to $6.52B (2025), a ~8% CAGR, with operating income growing from $2.65B to $4.23B — meaningful operating leverage as op margin expanded from 56.5% to 64.9%. NI CAGR of 12.4% is real. The 2026 quarterly data is odd: Q1 2026 at $1.88B would be a record, Q2 2026 drops to $1.71B — this looks consistent with elevated Q1 volatility (rate/tariff-driven trading volume spike) fading. TTM revenue tracking ~$6.78B implies ~4% YoY deceleration from the Q1 peak. The balance sheet is pristine: zero debt, $4.42B cash, $28.7B equity. FCF of $4.19B on $4.28B OCF is near-perfect conversion; capex of $83M on $6.5B revenue (~1.3%) confirms this is a toll-booth, not a business. ROE of 14% looks mediocre until you notice ROIC of 13.3% on an equity-heavy balance sheet stuffed with clearing collateral — the operating economics are far better than the headline ratio suggests.

Valuation reality check: at $263.66 and ~$4.07B NI, P/E is ~23.3x, P/FCF ~22.6x. Dividend yield 4.27% with a 96.6% payout ratio — that's the entire earnings stream returned to shareholders, meaning growth must come from organic volume/pricing, not reinvestment. Historical CME trades 20-25x, so this isn't screamingly expensive but there's no margin of safety. The synthesis composite fair value of $213.67 implies ~19% downside on pure DCF, and I think that's directionally right before the "signal adjustment" massages it to $259.78 — that adjustment feels like it's smuggling in the market's current premium rather than challenging it. A 23x multiple on a business growing earnings 12% with a 96% payout is defensible but not cheap; fair value on a normalized volume assumption is probably $220-240.

Where I push back on the prior models: the pre-flight thesis correctly flags that current volumes are elevated by macro volatility, but the synthesis and market-forces layers underweight this. Q1 2026's $1.88B print is not a new baseline — it's the peak of a rate-cut/tariff-uncertainty cycle. If volatility normalizes in 2026-2027, revenue could flatline or dip 3-5%, and at 96% payout there is no cushion. The "Net Insider Buying" secondary signal is misleading: the transaction list shows almost entirely A-Awards (grants, not conviction buys) plus two P-Purchases totaling 339 shares — that's noise, not signal. The narrative layer calling this "anchored" and fundamentals-driven is correct, and I agree the cult coefficient is zero — nobody buys CME for a story. The EV/EBITDA of 922x anomaly is a data artifact (likely clearing-house liabilities inflating EV); ignore it entirely.

Contrarian case worth taking seriously: CME's moat is real (network effects in Treasury/Eurodollar/SOFR futures, regulatory entrenchment), but three risks are underpriced. First, the FICC Treasury clearing mandate and BGC/FMX competition in rates futures — FMX launched with heavyweight backing and while share loss has been minimal so far, this is the first credible competitive threat in a decade. Second, if the Fed's rate path stabilizes in 2026, interest-rate-complex volumes (CME's biggest revenue segment) mean-revert lower. Third, the 96% payout ratio leaves zero optionality for M&A or tech investment — any capital allocation surprise is a negative. Against this, the bull case that crypto derivatives and event contracts drive next-leg growth is real but small relative to the base — even doubling crypto contributes maybe 3-4% to revenue.

GPT Reading
Independent reading · gpt-5.4 · generated 2026-08-10 00:29:07
Verdict Fairly valued to slightly overvalued at $263.66 — elite franchise, but the premium already discounts sustained strong volumes; I’d need a pullback toward $235-$245 or a clear move to $7B+ revenue power to get bullish.

CME is the kind of business investors should want to own, but not at any price, and here the price already captures most of the quality. The operating profile is extraordinary: 2025 revenue of $6.52B produced $4.23B of operating income and $4.07B of net income, a 64.9% operating margin and 62.5% net margin. Free cash flow was $4.19B on just $83.5M of capex, which tells you this is not a capital-hungry franchise but a tollbooth with immense operating leverage. The balance sheet is equally clean, with $4.42B of cash and no debt. Over the last five years, revenue grew from $4.69B to $6.52B, while net income climbed from $2.64B to $4.07B; that is a very real step-up in earnings power, not financial engineering. The latest quarter reinforces it: Q2 2026 revenue of $1.71B versus $1.69B a year ago, while net income ticked from $1.03B to $1.04B and margin improved to 61.1%.

What stands out, though, is that the market is already paying a full premium for this consistency. At $94.8B market cap against $4.07B of 2025 earnings, the stock sits around 23-24x trailing earnings and about 22.6x free cash flow. For a business whose topline has been compounding at roughly 8% and whose latest reported quarterly revenue growth is only about 1.2% year over year in Q2, that is not cheap. Even using the stronger annual trend, the valuation implies investors are capitalizing CME as a durable compounder with little risk of cyclical volume normalization. That may prove broadly right, but the upside from here looks thin because this is a mature exchange/clearing monopoly already monetizing its moat at elite margins. When a company already converts over 60 cents of every revenue dollar into earnings, further margin expansion is naturally limited; future returns have to come mostly from volume and pricing growth, and those are more macro-sensitive than the quality multiple suggests.

There is also a subtle tension in the quarterly pattern. Full-year 2025 was excellent, with revenue up 6.4% from 2024 and net income up 15.3%, but the sequence from Q3 2025 through Q2 2026 is not a straight acceleration story: $1.54B, $1.65B, $1.88B, then $1.71B. That does not bother me operationally because this business is volume-driven and quarter-to-quarter lumpiness is normal, but it does matter for valuation discipline. Investors are treating CME as if elevated derivatives demand, clearing activity, and data monetization are near-permanent supports. If macro volatility cools or rate futures activity normalizes, you could still have a fantastic business and a mediocre stock. A 4.27% dividend yield helps, but the 96.6% payout ratio tells you most of the cash is already spoken for; this is an income-and-stability vehicle more than a reinvestment machine with large internal compounding runways.

The best argument against my caution is straightforward: businesses this dominant almost never screen “cheap,” and trying to wait for a bargain often means never owning them. CME’s five-year earnings CAGR of 12.4% is stronger than many “mature” labels imply, ROE of 14.2% is achieved without leverage, and the zero-debt balance sheet materially lowers risk. If 2026 can sustain something like the Q1-Q2 revenue run rate, annualized sales are already trending above 2025, and even modest operating leverage can keep EPS growing high single digits to low teens. In that case, 23x earnings is not excessive for a quasi-utility with monopoly-like economics, recession resilience, and shareholder cash returns. I take that seriously. My pushback is simply that the current price does not leave much room for the normal ebb and flow of trading volumes; to earn a clearly attractive return from $263, you need the next few years to look better than “solid.”

What would change my mind is not another proof that CME is high quality — that is already obvious — but evidence that growth has moved to a sustainably higher plane. If 2026 revenue lands meaningfully above $7.0B with net income pushing toward $4.4B-$4.5B, or if quarterly revenue starts holding above $1.8B without a margin giveback, then I would accept that the premium multiple is earned and that fair value is comfortably above today’s price. On the other hand, if revenue slips back toward the $1.5B-$1.6B quarterly range and earnings flatten around the current $4.0B run rate, the stock should trade more like a low-20s-to-high-teens multiple compounder, which points to a value closer to the low-$220s to mid-$240s than the current quote.

Grok Reading
Independent reading · grok-4.5 · generated 2026-08-10 00:29:41
Verdict Fairly valued high-quality compounder at $264, offering 4.3% yield with limited multiple expansion upside

CME Group’s numbers describe a cash-compounding infrastructure monopoly operating at peak economic efficiency. Annual revenue climbed from $4.69B in 2021 to $6.52B in 2025, an 8.1% CAGR, while net income advanced faster at 12.4% to $4.07B, pushing net margins to 62.5%. The latest full-year free-cash-flow print of $4.19B on only $83.5M of capex shows near-total conversion; with zero debt and $4.42B in cash against $28.73B of equity, the balance sheet is a fortress. Quarterly run-rates remain resilient—$1.71B revenue and 61% net margin in the June 2026 quarter versus $1.69B and 61% a year earlier—while the trailing P/E of 23.6x and FCF yield of roughly 4.4% sit only a hair above the synthesis fair-value anchor of $260. At a 4.3% dividend yield and 97% payout, the stock is already returning essentially all earnings to owners, so the growth story is incremental volume and operating leverage rather than reinvestment.

What stands out is the durability of the margin structure: 86% gross, 65% operating, and sub-1% of revenue spent on capital. ROE of 14% and ROIC of 13% on a capital-light clearing and data franchise confirm the moat is real. Recent revenue acceleration (6.4% YoY) and modest net insider purchases reinforce that the business is still expanding even after years of elevated macro volatility. The market is therefore paying a full but not egregious multiple for a regulated utility that monetizes uncertainty itself.

The strongest counter-argument is that 23.6x earnings already embeds the high-volatility regime that has driven volumes, and any reversion to a low-vol environment would compress both growth and the multiple back toward the mid-teens historical range cited in the pre-flight note. Earnings CAGR of 12% looks attractive until one notices that almost all free cash is paid out, leaving little internal fuel for acceleration, while the anomalous EV/EBITDA reading and sub-3% ROA hint that the asset base supporting clearing is large and low-yielding. A smart skeptic would also flag early competitive pressure on fee capture and the risk that passive flows permanently reduce derivatives participation, turning the “steady compounder” narrative into a no-growth yield trap at today’s price.

I would flip to a clear undervalued stance if the next two quarters deliver double-digit revenue growth with margins holding above 60%, or if management announces a material crypto or international clearing win that lifts the forward growth algorithm above 10%. Conversely, two consecutive quarters of flat-to-down average daily volume accompanied by a payout cut or a 200 bp compression in net margin would push me firmly into overvalued territory.

Big-3 Panel — where each AI stands
Each AI above independently stated a direction (undervalued, fairly valued, or overvalued) and how strongly it believes it (conviction, 0–5). We combine those into a Bull-Bear Index on a 0–10 scale: 5 is neutral, 10 is maximum bullish (undervalued at full conviction), 0 is maximum bearish. We compute the score ourselves with the same arithmetic for every seat — the models never grade their own bullishness — so the three are directly comparable. Δ shows how far each seat sits from the panel average of 5.0; a large Δ marks the dissenting voice, usually the one worth reading.
Claude claude-opus-4-7 5.0
fairly valued · conviction 3/5 · Δ +0.0 vs panel · self: 4.0
GPT gpt-5.4 5.0
fairly valued · conviction 4/5 · Δ +0.0 vs panel · self: 4.0
Grok grok-4.5 5.0
fairly valued · conviction 3/5 · Δ +0.0 vs panel · self: 5.0
Advanced Analysis Forensic deep-dive · separate lenses
Separate reads — Company Quality (is it a great business?), Valuation (is it mispriced?), and General Sentiment (how macro + narrative are pushing it), kept deliberately apart · 2026-08-10 00:51:21
Delvantic - Cairn AI
Quality - wait for a dip 8/10
CME is a fortress-tier exchange monopoly (quality 89) trading right at deserved value (~$260 vs $264), so this is a wait-for-a-dip name, not a buy here.
The cruxThe gap between quality (+89) and valuation (-35) is the entire decision: the moat is real and priced in, so my P&L is set by entry price, not by re-underwriting the business.
Forensic checks Derived mechanically from CME's filed financials — not from the AI lenses
Liquidity & RunwaySelf-Funding
DilutionStable Share Count
Earnings QualityAdequate / Mixed
The four lensesswitch a tab for its full read — score + evidence
Company Quality
+89
Fortress
edge √Σ 165 · risk √Σ 25 · conf 9/10

The business is a derivatives-exchange oligopolist showing textbook operating leverage: revenue $4.69B to $6.52B (2021 to 2025, ~8.6% CAGR), gross margin expanding from 82.2% to 86.1%, and operating margin climbing every single year from 56.4% to 64.9%. Net income grew from $2.64B to $4.07B and FCF from $2.28B to $4.19B, with OCF/NI at 1.04x and accruals at -0.1% of assets - the reported earnings are backed by cash. Diluted share count crept from 361.8M to 364.9M (0.2% CAGR) with SBC only 1.5% of revenue, so per-share value is fully protected.

Strengths 5
m85
Elite and expanding margins
Operating margin rose every year from 56.4% (2021) to 64.9% (2025); gross margin 86.1%. Very few businesses on earth run at this profitability with growth.
m80
Cash-backed earnings
OCF/NI 1.04x, accruals -0.1% of assets, Beneish M -2.55. FCF ($4.19B) exceeds net income ($4.07B) in 2025 - no earnings-quality red flags.
m75
Per-share discipline
Diluted shares 361.8M to 364.9M over 5 years (0.2% CAGR), SBC just 1.5% of revenue. Growth accrues to owners, not to option holders.
m70
Consistent top-line compounding
Revenue grew every year (4.69 to 5.02 to 5.58 to 6.13 to 6.52 B) - implies durable volume/pricing power consistent with a derivatives-clearing moat.
m55
Self-funding with $4.54B cash cushion
Liquid cash $4.54B against $4.19B annual FCF; no external capital dependency.
Concerns 2
m20
Altman Z 0.51 flagged 'distress'
Almost certainly a model misfit for an exchange/clearinghouse whose balance sheet carries large pass-through collateral assets, but worth verifying that the underlying capital structure has no hidden leverage.
m15
Dollar-weighted insider selling
Recent 12 months show $16.5M in sales vs $0.5M in buys; recent tape is dominated by director A-awards with only tiny Shepard P-purchases. Not alarming for a mature mega-cap but not a conviction signal either.
This is a fortress-tier business. Exchange monopolies with clearing scale are among the most durable economic franchises in the public market, and CME's numbers show it: margins that only go up, cash that fully backs earnings, and a share count that basically doesn't move. The Altman Z 'distress' flag is a model artifact, not a real signal - you don't get 64.9% operating margins and $4.19B FCF at a company that's failing. The only reason I don't push higher than the high 80s is that growth is steady rather than explosive and the moat, while wide, is not immune to secular shifts in cleared-derivatives structure. As a business, this is about as clean as it gets.
Verify before trusting this (5)
  • Composition of the $4.54B cash vs restricted/segregated clearinghouse funds in the 10-K
  • Customer/product concentration - share of revenue from interest-rate and equity-index complexes
  • Any contingent liabilities or clearinghouse guaranty-fund exposures that Altman Z might be indirectly flagging
  • Terms and vesting of the routine director/officer equity awards to confirm SBC discipline
  • Debt maturity schedule and interest coverage detail behind the 'net cash = gross cash' figure
Valuation / Mispricing
-35
Fairly Valued
edge √Σ 38 · risk √Σ 74 · conf 8/10
Price $263.66 vs signal-adj deserved ~$260 (composite $214, anchored-PE $270) - gap is roughly 0-2%, effectively fair. attractive below $220.00

The composite fair value of $213.67 implies the stock is ~19% rich, but the signal-adjusted FV of $259.78 (which credits the quality/anchored-PE inputs) sits within 2% of the $263.66 tape. The anchored-PE read of $269.71 actually says slightly cheap, while the EPV floor of $116.05 is a no-growth worst case that shouldn't drive the decision for a monopoly compounder. Averaging the credible bookends (DCF $234 and anchored-PE $270) lands near $252, i.e. roughly 4-5% above deserved value - noise, not mispricing. Earnings quality is adequate/mixed with a zero haircut hint, so no deserved-value markdown is warranted, but no premium either. The market clearly understands this is a wide-moat exchange with 65% operating margins and clean FCF - that recognition is already in the multiple. To underwrite meaningful upside from here you need volumes and rates-complex activity to keep surprising up, or another leg of buybacks/special dividends; none of that is a discount, it's a hope. This is the textbook 'great business, full price' outcome.

Cheap signals 2
m35
Anchored-PE slightly above price
Anchored-PE fair value $269.71 vs $263.66 - a ~2% discount on the multiple most appropriate for a stable monopoly earner. Weakest 'cheap' signal in the stack.
m15
EPV floor is not a real risk anchor
EPV $116.05 is a no-growth liquidation-style floor; useful only to confirm the downside in a stress case is bounded, not to argue for cheapness.
Rich / priced-in 3
m55
Composite FV ~19% below price
Composite fair value $213.67 vs $263.66 price implies the blended methods see ~19% downside; the market is paying a quality premium above the mechanical blend.
m40
DCF says ~11% overvalued
DCF at $234.45 vs $263.66 - a modest but real premium; requires above-baseline volume/rate growth to close.
m30
Priced for perfection narrative
Bear case highlights limited upside if growth stalls; at ~22-24x earnings for a business growing mid-single-digits, the multiple already credits the moat.
This is fairly valued and I'm not going to pretend otherwise. Signal-adjusted FV of $260 vs a $264 tape is a rounding error - the market has correctly identified a fortress exchange monopoly and is charging accordingly. I don't get paid to own great businesses at fair prices; I get paid to buy them when the tape hands me a discount. I'd want $220 or below (roughly a 15%+ margin against my ~$260 deserved value) before this becomes an interesting entry. Above that, it's a hold-quality name, not a buy-quality price.
Verify before trusting this (4)
  • Forward guidance on ADV (average daily volume) and rates-complex activity vs consensus
  • Any change in clearing fee schedule or regulatory margin requirements
  • Capital return cadence - special dividend size and buyback pace
  • Non-transaction revenue (data, market services) growth rate - key to defending multiple
General Sentiment
+20
Balanced
tail √Σ 56 · head √Σ 36 · conf 6/10

CME sits under a benign non-fundamental backdrop. The tape is risk-on with VIX at 14.9 and the S&P at highs, but with a beta of only 0.27 the market regime barely touches this name either way. The active narrative is a steady-compounder / quasi-utility story with minimal intensity and durable framing - it is not a cult stock, there is no mania to unwind and no crack in the plot. Cramer flagging the exchange duopoly favorably and coverage of new retail futures products reinforce the plumbing-of-global-risk story without creating euphoria.

Tailwinds 4
m35
Durable quasi-utility narrative intact
Steady-compounder archetype with durable, low-intensity framing means no story to defend and no story to break - a quiet positive drift for a low-beta name.
m30
Cramer / duopoly endorsement
Public praise of the CME/CBOE exchange duopoly on Mad Money reinforces the moat narrative to retail sentiment without pushing it into hype territory.
m25
Rate-hike odds feed volume story
58% odds of an October Fed hike and rate uncertainty are a soft tailwind to CME's clearing/rates complex - higher policy uncertainty tends to lift derivatives volumes, the core sentiment hook for this name.
m20
Low-beta insulation in a calm tape
Beta 0.27 means the risk-on regime lands lightly, but it also means CME is not caught in any risk-off crosscurrent - a background positive for defensive money.
Headwinds 2
m30
'Stretched after 56% run' whisper
Multiple pieces frame the stock as extended and not a bargain near $264. That is a mild sentiment cap on further multiple expansion, not a de-rating trigger.
m20
Macro valuation overhang
10y at 4.69% and market PE 26 create a generic drag on all equities; for a low-beta compounder priced for perfection, it caps upside more than it creates downside.
Net-net, sentiment pressure here is close to neutral with a faint upward tilt. The narrative is durable but sleepy, the tape is friendly but barely touches a 0.27-beta name, and the only real headwind is a soft 'looks stretched' murmur in the financial press. There is no active story to ride and no story to break - CME will trade on its own fundamentals, which is exactly what a quasi-utility should do. I lean Balanced, not Tailwind, because the intensity of every force acting on this name is low.
Verify before trusting this (4)
  • October FOMC outcome and its effect on rates-complex volumes
  • Any crack in the exchange-duopoly narrative (new competitor, regulatory push on clearing margins)
  • Sell-side target revisions after the 'stretched valuation' commentary
  • Monthly ADV prints - the sentiment lever for this name
The market-wide tape + this name's exposure to it (beta / sector / narrative durability). Context on the non-fundamental pressure — not a call on the business or the price. processId: detail-general-sentiment
Growth Outlook
not run

This lens hasn't been run for this ticker yet.

The forward growth verdict — is the business itself likely to grow (next 2 quarters / year 1 / years 2–3), judged against its category and against printed expectations. The full horizon ladder + creme renders on the Growth Outlook card above. Not a call on the price (Valuation owns that) or the tape (Sentiment owns that).
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Lenses kept deliberately separate — Company Quality (price-agnostic), Valuation (price-conditional), General Sentiment (non-fundamental macro/narrative pressure), and Growth Outlook (the forward growth verdict). The scores are not blended. Filing-level items (convertibles, lock-ups, customer concentration) are v2 — see each lens's "verify."
Price Prediction
About flat +2.6% v0.6.0 View full prediction →

When we made this prediction on Aug 10, 2026, CME was $263.66. We expect it to be $270.50 by Feb 2027, and we consider it great value under $220.00. This is an early model (v0.6.0) — the direction is more reliable than the exact price. Made Aug 10, 2026.

Price when predicted$263.66
Our estimate for Feb 2027$270.50+2.6%
Great value below$220.00
Price history shown (6 Months)

Blue is our prediction, starting the day we made it. Grey is a slower route to the same place — the same destination, taking longer. Black is the actual price, so you can see how we are doing.

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My Notes personal — only you see this
v1.1.562 · 9b2927c4 · 2026-08-22 16:52:06