Tradeweb’s Treasure Chest Keeps Growing! From C cup to D Cup.

Shernice軒嬣 2000
03-21

$Tradeweb Markets Inc.(TW)$  is rewriting the rules of electronic trading, and its financials prove it’s a powerhouse worth watching—with a market cap of $31.198 billion and shares trading at $143.00 as of yesterday, March 20, 2025! 

Since launching its game-changing platform for U.S. Treasury trading in the 1990s, Tradeweb has become the top choice for institutional giants—banks, insurance companies, hedge funds, you name it—trading Treasuries, stocks, bonds, options, and ETFs. The numbers tell an incredible story of growth, both in revenue and net income, that’s hard to ignore.

Let’s talk revenue first: Tradeweb hit $1 billion in annual revenue in 2021—a 20.6% jump from 2020 and its 22nd straight year of growth! By 2023, revenue climbed to $1.338 billion, up 12.57% from 2022’s $1.189 billion. In 2024, it’s been a rocket ride—Q3 alone brought in $447.47 million, up 36.47% year-over-year, and the trailing twelve months ending September 30, 2024, hit $1.633 billion, a 29.44% surge. Full-year 2024 estimates? A dazzling $1.894 billion, up 41.5% from 2023.

Net income’s just as impressive—the profit’s piling up! In 2021, it was $273.1 million, up 25.1% from 2020. By 2023, it grew to $364.87 million, a 17.95% bump from 2022’s $309.34 million. For 2024, net income soared to $502 million, up 37.45%, with Q4 alone at $142 million—a 59.22% leap year-over-year. That’s a treasure chest overflowing with profits!

What’s driving this? A U.S. national debt over $34 trillion means Treasury issuance is sky-high, and Tradeweb’s grabbing the loot—its U.S. Treasury market share nearly doubled since 2019 from 12.3% to 23.4%, investment-grade bonds doubled to 26.2%, and high-yield bonds nearly tripled to 10%. With a market cap of $31.198 billion, it’s clear the market loves this growth story—trading at $143.00 shows investor confidence is strong.

Tradeweb’s not stopping there—global debt’s rising, and partnerships with giants like BlackRock and FTSE Russell keep the momentum going. Average daily trading volume hit $1.7 trillion in Q4 2023 (up 56.9%!), and new markets like Saudi Arabia and India are on the 2025 horizon. With 24 straight years of revenue growth and counting, Tradeweb’s a fintech titan turning market chaos into cute, profitable wins—perfect for investors eyeing a stock with sparkle!


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Comments

  • Pangster
    03-21
    Pangster
    You're right on many points. I'd just like to add that Marketaxess is interesting. Having used both Tradeweb and Marketaxess, I'd have to say that Marketaxess has a far superior product and their penetration has been far superior, especially in the fixed income space. Their share price is also testament to that.
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