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CME Group Inc. (CME) Stock Analysis

Financial Services

CME Group Inc.

$282.54

$-8.69 (-2.98%)

Last Updated: May 26, 2026

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Analysis

Company Overview

CME Group Inc. operates contract markets globally that facilitate the trading of futures and options on futures contracts across various asset classes, including interest rates, equity indexes, foreign exchange, and commodities such as agricultural, energy, and metals products. The company functions within the Financial Services sector, specifically within the Financial Data & Stock Exchanges industry, a position that allows it to serve as a critical infrastructure provider for global price discovery and risk management. Its scale is defined by a substantial market capitalization of $106.59B, annual revenue of $6.51B, and an employee count of 3875. These valuation and operational figures indicate that CME Group commands a dominant position in its industry, reflecting the high barriers to entry and essential nature of its exchange services in the global financial ecosystem.

Financial Health

The company reported a revenue of $6.51B, a net income of $4.02B, and an EBITDA of $4.59B over the trailing twelve months. The significant gap between the revenue figure and the net income reveals an exceptionally efficient cost structure, as the company retains the vast majority of its top-line earnings after accounting for operating expenses. This operational efficiency is further evidenced by a gross margin of 100.0%, which indicates that the company generates revenue without the cost of goods sold, a characteristic typical of digital exchange platforms. Additionally, the operating margin stands at 63.8% and the profit margin is 62.6%, both of which demonstrate that the company converts the majority of its revenue directly into operating profit and net income. The free cash flow of $837.26M provides the company with significant financial flexibility to fund capital expenditures, pursue strategic acquisitions, or return capital to shareholders. On the balance sheet, the company holds $4.54B in cash against $3.76B in debt, resulting in a debt-to-equity ratio of 13.08, which suggests a highly leveraged capital structure relative to equity but supported by ample liquidity. Liquidity management is supported by a current ratio of 1.03, indicating that the company maintains just enough current assets to cover its current liabilities. Regarding capital efficiency, the return on equity is 14.8% while the return on assets is 1.6%, revealing that the company generates strong returns on shareholder equity but lower returns on the total asset base, a dynamic often seen in capital-intensive or highly leveraged financial service models.

Valuation Assessment

CME Group trades with a trailing P/E ratio of 26.32 and a forward P/E of 23.11, implying that the market expects earnings growth that would lower the multiple over the coming year. The price-to-book ratio is 3.67, indicating that the market values the company at a significant premium above its tangible book value, reflecting the intangible nature of its proprietary exchange infrastructure and market position. Alternative valuation metrics include a price-to-sales ratio of 16.38 and an EV/EBITDA of 22.78, which suggest that investors are willing to pay a high multiple for the company's sales and earnings power compared to peers. Regarding trading range, the stock has a 52-week high of $329.16 and a 52-week low of $248.53. Without the current share price explicitly provided in the facts, the absolute position relative to the range cannot be calculated, but the range defines the volatility floor and ceiling for the security. The stock exhibits a beta of 0.26, which means its price volatility is significantly lower than the broader market, offering a defensive characteristic during periods of market turbulence.

Growth & Income

The company is demonstrating robust expansion with a revenue growth rate of 8.0% and an earnings growth rate of 35.0% year-over-year. Earnings are growing at a pace substantially faster than revenue, which implies that the company is benefiting from operating leverage or favorable pricing power that is amplifying profitability beyond top-line growth. As a dividend payer, CME Group offers a dividend yield of 1.8% with a payout ratio of 44.8%, indicating that the dividend is highly sustainable given the strong earnings generation and conservative payout discipline. The overall growth and income profile presents a dual opportunity of capital appreciation driven by double-digit earnings expansion alongside a stable, modest income stream for shareholders.

Peer Comparison

CME Group Inc. (CME) operates in the Financial Data & Stock Exchanges industry. Here is how it compares to its closest peers by market capitalization:

Company Ticker Market Cap P/E Ratio
CME Group Inc. CME $102.09B 24.1
S&P Global Inc. SPGI $122.09B 26.1
Intercontinental Exchange, Inc. ICE $85.19B 21.9
Moody's Corporation MCO $78.80B 32.4

The Financial Data & Stock Exchanges industry average P/E ratio is 26.2x. CME Group Inc. trades at a P/E of 24.1.

This analysis is AI-generated for informational purposes only and should not be considered financial advice. Data may be delayed or inaccurate. Always do your own research and consult a qualified financial advisor before making investment decisions.

About CME Group Inc.

CME Group Inc., together with its subsidiaries, operates contract markets for the trading of futures and options on futures contracts worldwide. It offers futures and options products based on interest rates, equity indexes, and foreign exchange; and agricultural, energy, and metals commodities, as well as fixed income and foreign currency trading services. The company provides clearing house services, including clearing, settling, and guaranteeing futures and options contracts, and cleared swaps products traded through its exchanges. In addition, the company offers a range of market data services, including real-time and historical data services. It serves professional traders, financial institutions, institutional and individual investors, corporations, manufacturers, producers, governments, and central banks. The company was formerly known as Chicago Mercantile Exchange Holdings Inc. and changed its name to CME Group Inc. in July 2007. The company was founded in 1898 and is headquartered in Chicago, Illinois.

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Key Statistics

Market Cap
$102.09B
P/E Ratio
24.09
52-Week High
$329.16
52-Week Low
$257.17
Avg Volume
2.30M
Beta
0.26
Dividend Yield
1.84%

Data provided by Yahoo Finance via yfinance. Updated daily.

Company Info

Exchange
NASDAQ
Country
United States
Employees
3,875