|CME Overview
CME

CME GROUP INC.

Financials • CIK: 0001156375

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Market Cap
$97.17B
P/E (TTM)
26.2x
Rev Growth (TTM)
+5.8%
Net Margin (TTM)
58.1%
FCF Yield (TTM)
4.2%
FCF Margin (TTM)
63.8%

LATEST EARNINGS

Q4 FY2025
23 days ago
View source
Revenue
$1.65B
+8.1%
Net Income
$1.18B
+35.3%
EPS
$3.24
+35.0%
Operating
61.9% -0.2%
Net
71.7% +14.4%
  • Record annual revenue of $6.5 billion, up 6% year-over-year.
  • Record annual market data revenue of $803 million, up 13% year-over-year.
  • Fourth quarter 2025 average daily volume (ADV) was the all-time highest fourth quarter with 27.4 million contracts, up 7% from fourth-quarter 2024.
  • Achieved the second-highest quarterly revenue in history in Q4 2025.

Cash Flow Health

Free Cash Flow8/8 positive
TTM$4.1B
Q3 '25
$950M-9%
Q2 '25
$1.0B-6%
FCF Margin
TTM63.8%
Q3 '2561.8%
Sector: 21.9%Top 10%
OCF Margin65.0%
OCF/NI1.12x
CapEx Coverage53.9x
FCF Yield4.2%
FCF Growth (2Y)+16%
Cash Conversion Cycle
-87 days
DSO: 38+DIO: 0DPO: 125

Capital Allocation & Returns

Growth Focused
Total Shareholder YieldEst.
Est.1.8%
Div Yield1.8%
+
Est. Buyback1.4%

Prioritizing reinvestment over distributions

Dividend & Payout Metrics
Dividend Yield (TTM)1.8%
FCF Payout Ratio43.1%
Free Cash Flow (TTM)$4.1B
Capital Return / FCF95.4%
Est. Dividends Paid (TTM)$1.8B
Estimated: Buyback data estimated from FCF. Actual repurchase data not available for this company.
Shows how management rewards shareholders

Operational Efficiency & Returns

Return on Invested CapitalTTM
-3.4%
Stable
+0.1% YoY+0.9%
P25MedianP75
25th pctl (med: 0.1%)
DuPont BreakdownROIC = Margin × Turn × (1+D/E)
NOPAT Margin
50.4%
8Q: 49.7%
Asset Turnover
0.04x
8Q: 0.04x
Leverage (1+D/E)
1.00x
D/E: 0.00x
DuPont: 2.0%-3.4% ROIC
Asset & CapEx Efficiency
Fixed Asset Turn
17.16x
8Q:16.12x
+320.3%
Invested Cap Turn
-0.07x
8Q:-0.09x
+3.9%
CapEx Intensity
-0.1%
8Q:-0.1%
CapEx/Depreciation
0.71x
Asset-based ROIC formula

QUARTERLY TRENDS

Last 8 quarters + TTM

MetricTTMQ3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
Revenue
$6.4B
$1.5B9.1%
$1.7B3.0%
$1.6B7.7%
$1.5B3.7%
$1.6B3.4%
$1.5B3.0%
$1.5B3.4%
$1.4B
Operating Income
$4.2B
$972.6M13.9%
$1.1B1.9%
$1.1B17.0%
$947.1M7.5%
$1.0B2.4%
$1.0B4.3%
$959.6M11.2%
$863.2M
Net Income
$3.7B
$896.6M11.4%
$1.0B7.2%
$944.2M9.3%
$863.7M4.2%
$901.3M3.3%
$872.1M3.3%
$844.4M5.0%
$804.3M
Operating Cash Flow
$4.2B
$968.1M8.5%
$1.1B5.2%
$1.1B9.7%
$1.0B1.5%
$1.0B29.1%
$776.9M13.0%
$892.7M14.5%
$1.0B
Free Cash Flow
$4.1B
$949.7M8.7%
$1.0B5.7%
$1.1B11.2%
$991.7M1.9%
$973.2M28.3%
$758.7M13.1%
$872.9M14.7%
$1.0B
Total Equity
N/A

Valuation Analysis

Fair Value
Price-to-EarningsTTM
26.2x
High PEG ratio (3.1x) suggests expensive for growth
Valuation Lenses
Earnings
26.2x
vs sector
Cash Flow
-30.2x
EV/FCF vs
Growth-Adj
3.1xPEG
Expensive for growth
Quality-Adj
P/E per %ROIC
ROIC: -3.4%
Shareholder Returns
Dividend
1.8%
Buyback
Total Yield
1.8%
Market Cap$97.17B
EV
Multi-angle valuation analysis with sector context

Business Quality & Moat

Overall Quality Score
68/100
High Quality

Composite score: Returns (40%) + Consistency (30%) + Earnings Quality (30%)

Returns on Capital

Return on Equity (ROE)Above Avg
13.6%
8Q:
Return on Invested Capital (ROIC)Below Avg
-3.4%
8Q:
Flat
vs Sector:0.1%

DuPont Analysis (ROIC = NOPAT Margin × Asset Turnover)

NOPAT Margin: 50.4%
Asset Turnover: 0.04x

Earnings Quality

Cash Conversion

1.12x

OCF / Net Income

FCF Consistency

Positive quarters

Competitive Moat Indicators

Pricing Power

Gross Margin95.7%

Capital Efficiency

Invested Capital Turnover-0.07x

Working Capital

Cash Conversion Cycle-87 days

Growth Quality & Momentum

Moderate Growth
Growth Quality Score
64/100
Growth 40%
Margins 30%
FCF 20%
Consistency 10%

Growth Rates

Revenue Growth YoY
5.8%
OpInc Growth YoY
-5.0%
EPS Growth YoY
8.5%
FCF 3Y CAGR
15.5%

Growth Quality Analysis

Efficient Growth: Free cash flow growing faster than revenue

Margin Quality & Sustainability

High Quality
Profitability Cascade
Gross
95.7%
Operating
65.0%
Top 25% in sector
Net
58.1%
Margins Unknown
Earnings Quality Signals
SBC / Revenue
FCF vs Net Gap
+5.7 pts
FCF: 63.8% | Net: 58.1%

Quality = stability + cash conversion + low dilution

Balance Sheet & Solvency

Fortress
Net Debt / EBITDA
Net Cash
(0.0x)Net Cash: $151.62B
Interest Coverage
+Net cash position: $151.62B
Leverage Metrics
Debt-to-Equity
0.00x
Balance sheet risk & solvency analysis