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Stock Analysis & ValuationNasdaq, Inc. (0K4T.L)

Professional Stock Screener
Previous Close
£96.35
Sector Valuation Confidence Level
High
Valuation methodValue, £Upside, %
Artificial intelligence (AI)46.70-52
Intrinsic value (DCF)32.93-66
Graham-Dodd Methodn/a
Graham Formula43.10-55

Strategic Investment Analysis

Company Overview

Nasdaq, Inc. is a leading global technology company serving capital markets and other industries. Headquartered in New York, Nasdaq operates across four key segments: Market Technology, Investment Intelligence, Corporate Platforms, and Market Services. The company provides critical financial infrastructure, including trading platforms, market surveillance tools, and anti-financial crime solutions like Verafin and Nasdaq Trade Surveillance. As of 2021, Nasdaq listed 4,178 companies across its Global Select, Global Market, and Capital Market tiers. Beyond listings, Nasdaq offers index licensing, market data, and investor relations solutions, positioning itself as a comprehensive financial services provider. With a strong presence in derivatives, commodities, cash equities, and digital assets, Nasdaq plays a pivotal role in global financial markets. The company's diversified revenue streams and technological innovation make it a cornerstone of modern financial infrastructure, serving brokers, corporations, and investors worldwide.

Investment Summary

Nasdaq presents an attractive investment opportunity due to its diversified revenue streams, strong market position, and recurring SaaS-based income from its Market Technology segment. The company benefits from high switching costs in exchange operations and index licensing, providing stable cash flows. However, risks include exposure to cyclical trading volumes, regulatory changes in financial markets, and competition from alternative trading platforms. With a market cap of $47.1 billion and a beta of 1.008, Nasdaq offers moderate volatility relative to the market. The company's $1.1 billion net income and $1.93 diluted EPS demonstrate profitability, while its $0.96 dividend provides income potential. Investors should monitor debt levels ($9.9 billion) and capital expenditures ($207 million) as the company invests in technology and expansion.

Competitive Analysis

Nasdaq maintains competitive advantages through its first-mover status in electronic trading, strong brand recognition, and network effects from its listed companies. The company's vertical integration - combining exchange operations with technology solutions - creates synergies competitors struggle to match. Nasdaq's Market Technology segment, particularly its anti-financial crime tools, benefits from regulatory tailwinds as financial surveillance requirements increase globally. However, the company faces pressure from low-cost trading platforms and decentralized finance alternatives. Nasdaq's index business competes with larger players like MSCI and S&P Global, though its focus on technology-driven indexes differentiates its offerings. The company's corporate solutions business competes with specialized IR firms but benefits from integration with its listing platform. Nasdaq's main challenges include maintaining technology leadership against fintech disruptors and managing the transition of trading volumes to dark pools and alternative venues while defending its core exchange business.

Major Competitors

  • Intercontinental Exchange (ICE): ICE operates global exchanges (including NYSE) and clearing houses, competing directly with Nasdaq in market services. ICE's stronger presence in energy and commodity derivatives offsets Nasdaq's tech focus. However, ICE lacks Nasdaq's depth in market technology solutions. ICE's $75B market cap gives it greater scale but potentially less agility in fintech innovation.
  • CME Group (CME): CME dominates derivatives trading, especially in interest rates and agricultural commodities, areas where Nasdaq has limited presence. CME's clearinghouse operations are more extensive, but it doesn't offer comparable corporate services or anti-financial crime technology. CME's $77B market cap reflects its derivatives monopoly but makes it more vulnerable to trading volume fluctuations.
  • MSCI Inc. (MSCI): MSCI is Nasdaq's primary competitor in index licensing, with stronger brand recognition in institutional investing. MSCI's ESG and factor index offerings are more developed, but Nasdaq competes with technology-linked indexes and better integration with trading platforms. MSCI's pure-play index model generates higher margins but lacks Nasdaq's diversified revenue streams.
  • Nasdaq, Inc. (NDAQ): The same company as 0K4T.L but trading on its home exchange. The NASDAQ-listed shares typically have better liquidity than the LSE listing. All operational and competitive characteristics are identical between the two tickers.
  • S&P Global (SPGI): S&P Global competes in index services (via S&P Dow Jones Indices) and market intelligence, with stronger credit rating capabilities that Nasdaq lacks. S&P's $140B market cap and diversified financial services make it a formidable competitor, though it doesn't operate exchanges. S&P's recent IHS Markit acquisition strengthens its data offerings versus Nasdaq's tech focus.
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