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CME Stock Lags Industry YTD: What Should Investors Do Now?

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CME Group’s (CME - Free Report) shares have rallied 14% year to date, underperforming its industry’s increase of 16.3%, the sector’s rise of 23.7% and the Zacks S&P 500 composite’s gain of 27% in the same time frame. 

This company has a market capitalization of $86.8 billion. The average volume of shares traded in the last three months was 1.9 million.

CME is the largest futures exchange in the world in terms of trading volume as well as notional value traded. Efforts to expand futures products in emerging markets, diversify derivative product lines and global reach, its OTC offerings, increased electronic trading, cross-selling through alliances, strong global presence and solid liquidity poise CME well for growth.  

CME Vs Industry, Sector and S&P 500 in 3 Months

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CME shares are trading well above the 50-day moving average, indicating a bullish trend. Shares are trading near the high end of its 52-week range.

Positive Analyst Sentiment Instills Confidence in CME

The Zacks Consensus Estimate for 2024 and 2025 earnings has increased by 0.3% and 0.8%, respectively, in the past 30 days.

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Factors Impacting CME

CME has a 90% market share of global futures trading and clearing services and its strength lies in organic growth. Clearing and transaction fees, which contribute the major share to the top line, continue to benefit from increased volatility that aids trading volumes. We estimate clearing and transaction fees to increase at a three-year CAGR (2023-2026) of 5%. 

Increasing clearing and transaction fees should drive the top line. We estimate 2026 top line to record a three-year CAGR of 5.6%.
 
The company is witnessing growth in electronic trading volume and higher adoption of crypto assets with increased interest across the entire crypto economy. With Trump’s second term, pro-crypto environment and easing regulatory control, CME is poised to grow.

CME’s investments are also showing desirable results. It is focusing on improving margins through cost management. It expects its core expense to be $1.585 billion in 2024. 

A solid capital position continues to support CME Group in accelerating organic market data growth, expanding its product breadth and engaging in capital deployment. 

CME Group has been distributing wealth to shareholders by increasing payouts. It hiked dividends at a five-year CAGR of 8.9%. Its dividend yield is 2.1%, better than the industry’s average of 1.5%, making the stock an attractive pick for yield-seeking investors. Also, CME Group pays five dividends per year, with the fifth being variable and based on excess cash flow in a year. 

Notably, its free cash flow conversion has remained more than 85% over the last many quarters, reflecting its solid earnings.

However, CME is exposed to concentration risk.  Although the company has diversified its product line, it is still immensely dependent on trading volumes from two product lines — Interest rates and Equities — for a significant portion of its clearing and transaction fee revenues. 

CME Group operates in a highly competitive industry. The company expects competition to increase, given changes in regulatory reforms. While the derivatives exchange business is likely to see competition from the crypto platform, alternative instruments and the cash markets business face competition from other electronic communication networks, single-dealer platforms and bank-owned multi-participant platforms.

CME’s Return on Capital

Return on invested capital (ROIC) hovered around 10% over the last few years, reflecting CME’s efficiency in utilizing funds to generate income. However, ROIC in the trailing 12 months was 0.8%, comparing unfavorably with the industry’s average of 5%. 
 

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CME’s return on equity (ROE) has been improving over the last many years, reflecting its efficiency in utilizing shareholders’ funds. The trailing 12 months ROE was 13.4%, which compared favorably with the industry average of 13.3%.

 

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Average Target Price for CME Suggests an Upside

Based on short-term price targets offered by 16 analysts, the Zacks average price target is $237.75 per share. The average suggests a potential 0.7% upside from Tuesday’s closing price.

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Attractive Valuation

Shares are trading at a discount to the Zacks Securities and Exchange industry. CME’s forward price-to-earnings of 22.84X is lower than the industry average of 24.11X.

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The stock remains attractively valued compared with other players like ICE Intercontinental Exchange Inc (ICE - Free Report) and Cboe Global Markets (CBOE - Free Report) .

Parting Thoughts

A strong global presence, a compelling product portfolio, focus on over-the-counter clearing services and a solid capital position poise the company well for growth.

Yet, concentration risk and intense competition pose a risk. Also, price underperformance keeps us cautious. 
 
Thus, it is better to adopt a wait-and-see approach for this Zacks Rank #3 (Hold) stock in the near term. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.


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