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Upturn AI SWOT - About
NDAQ 
Nasdaq Inc (NDAQ)
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Upturn Advisory Summary
04/01/2025: NDAQ (3-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit 1.81% | Avg. Invested days 47 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 45.03B USD | Price to earnings Ratio 40.57 | 1Y Target Price 88.72 |
Price to earnings Ratio 40.57 | 1Y Target Price 88.72 | ||
Volume (30-day avg) 2956448 | Beta 0.97 | 52 Weeks Range 57.31 - 83.87 | Updated Date 04/2/2025 |
52 Weeks Range 57.31 - 83.87 | Updated Date 04/2/2025 | ||
Dividends yield (FY) 1.26% | Basic EPS (TTM) 1.93 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 15.1% | Operating Margin (TTM) 27.59% |
Management Effectiveness
Return on Assets (TTM) 4% | Return on Equity (TTM) 10.12% |
Valuation
Trailing PE 40.57 | Forward PE 24.45 | Enterprise Value 52826050360 | Price to Sales(TTM) 6.09 |
Enterprise Value 52826050360 | Price to Sales(TTM) 6.09 | ||
Enterprise Value to Revenue 7.14 | Enterprise Value to EBITDA 21.47 | Shares Outstanding 575145024 | Shares Floating 470026012 |
Shares Outstanding 575145024 | Shares Floating 470026012 | ||
Percent Insiders 10.72 | Percent Institutions 85.7 |
Analyst Ratings
Rating 3.85 | Target Price 86.39 | Buy 8 | Strong Buy 5 |
Buy 8 | Strong Buy 5 | ||
Hold 6 | Sell 1 | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Nasdaq Inc
Company Overview
History and Background
Nasdaq Inc. was founded in 1971 as the first electronic stock market. Initially a screen-based quotation system, it evolved into a fully-fledged exchange, becoming a public company in 2002 and merging with OMX in 2008.
Core Business Areas
- Market Technology: Provides technology solutions to exchanges, clearing organizations, central securities depositories, and regulators. This includes trading platforms, surveillance systems, and post-trade solutions.
- Investment Intelligence: Offers data, analytics, and index solutions to investors. This includes market data feeds, index licensing, and investment management services.
- Corporate Platforms: Provides solutions for corporate clients, including investor relations, governance, and communications services. It also includes listing services to bring company public.
- Capital Access Platforms: Offers various services to businesses raising capital, including listing services.
Leadership and Structure
Adena Friedman serves as the President and CEO. Nasdaq operates with a structured executive team overseeing various business segments and support functions. They have a Board of Directors and operate with committees.
Top Products and Market Share
Key Offerings
- Market Data Feeds: Provides real-time and historical market data to financial institutions and investors globally. Market share varies depending on specific data sets, competes with Refinitiv (LSEG), Bloomberg, and ICE Data Services.
- Index Licensing: Licenses Nasdaq indexes (e.g., Nasdaq-100) to financial institutions for creating investment products like ETFs. Varies depending on index and region. Competes with S&P Dow Jones Indices, MSCI, and FTSE Russell.
- Trading Technology: Supplies the X-Stream trading platform for use in multiple exchanges. Competes with Cinnober, GL Trade, and others.
- Listing Services: Provides listing services for companies seeking to list on the Nasdaq Stock Market. Competes with NYSE, CBOE.
Market Dynamics
Industry Overview
The exchange and financial technology industry is characterized by increasing globalization, technological innovation, regulatory changes, and growing demand for data and analytics.
Positioning
Nasdaq is a leading global exchange and technology provider, positioned as a key player in market infrastructure and capital markets. Its competitive advantages include its brand recognition, technology platform, and diversified revenue streams.
Total Addressable Market (TAM)
The global TAM is estimated to be hundreds of billions of dollars, encompassing exchange services, data and analytics, and financial technology solutions. Nasdaq is well-positioned to capture a significant portion of this market.
Upturn SWOT Analysis
Strengths
- Strong brand recognition
- Diversified revenue streams
- Leading technology platform
- Global presence
- Strong regulatory relationships
Weaknesses
- Dependence on market volatility
- Exposure to regulatory changes
- Competition from larger players
- Cybersecurity risks
- Integration risks from acquisitions
Opportunities
- Expansion into new markets and asset classes
- Growth in data and analytics demand
- Adoption of new technologies (e.g., blockchain)
- Strategic acquisitions and partnerships
- Increasing regulatory complexity
Threats
- Increased competition from existing and new players
- Cybersecurity threats and data breaches
- Economic downturns and market volatility
- Regulatory changes and compliance costs
- Geopolitical risks
Competitors and Market Share
Key Competitors
- ICE
- CBOE
- LSEG
Competitive Landscape
Nasdaq benefits from its brand and tech but faces rivals with larger reach and greater resources. Differentiation through innovative products is essential.
Major Acquisitions
Adenza
- Year: 2023
- Acquisition Price (USD millions): 10500
- Strategic Rationale: Strengthens Nasdaq's anti-financial crime and regulatory technology offerings by incorporating Adenza's risk management and regulatory reporting solutions.
Growth Trajectory and Initiatives
Historical Growth: Nasdaq has experienced growth through organic expansion, acquisitions, and the increasing importance of financial data and technology.
Future Projections: Analyst estimates for future growth vary based on market conditions and company performance.
Recent Initiatives: Recent initiatives include acquisitions of financial technology companies, expansion into new markets, and investments in cloud infrastructure.
Summary
Nasdaq Inc. is a strong player in the exchange and financial technology industry, driven by its tech, brand, and diversified revenue. Market volatility and competition are threats, while expansion into data analytics and new markets presents opportunities. The Adenza acquisition will improve its competitive position. Overall, Nasdaq has an excellent business model and should continue to have solid growth for the foreseeable future.
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Sources and Disclaimers
Data Sources:
- Nasdaq Inc. Investor Relations
- SEC Filings
- Market Research Reports
- Financial News Outlets
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Market conditions and company performance are subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Nasdaq Inc
Exchange NASDAQ | Headquaters New York, NY, United States | ||
IPO Launch date 2002-07-01 | CEO & Chairman Ms. Adena T. Friedman | ||
Sector Financial Services | Industry Financial Data & Stock Exchanges | Full time employees 9162 | Website https://www.nasdaq.com |
Full time employees 9162 | Website https://www.nasdaq.com | ||
Nasdaq, Inc. operates as a technology company that serves capital markets and other industries worldwide. It operates in three segments: Capital Access Platforms, Financial Technology, and Market Services. The company distributes historical and real-time market data; develops and licenses Nasdaq-branded indices and financial products; investor relations intelligence, governance solutions, and sustainability solution products for public and private companies and organizations; and insights and workflow solutions, as well as operates listing platforms. It also offers Verafin, a cloud-based platform to detect, investigate, and report money laundering and financial frauds; AxiomSL, a risk data management and regulatory reporting solution; surveillance solutions, including a SaaS platform to assist in complying with market rules, regulations, and internal market surveillance policies; Calypso, a platform providing cross-asset, front-to-back trading, treasury, risk, and collateral management solutions; and handles assets comprising cash equities, equity derivatives, currencies, various interest-bearing securities, commodities, energy products, and digital currencies; and trade management and colocation services. In addition, the company provides equity derivative trading and clearing, cash equity trading, fixed income and commodities trading and clearing, and currency trading services; and operates various exchanges, including derivatives, commodities, cash equity, debt, structured products, and exchange traded products; and clearing, settlement, and central depository services. The company was formerly known as The NASDAQ OMX Group, Inc. and changed its name to Nasdaq, Inc. in September 2015. Nasdaq, Inc. was founded in 1971 and is headquartered in New York, New York.
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