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Upturn AI Summary - About
CME Group Inc(CME)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for CME
10/29/2026: CME (2-star) has a low Upturn Star Rating. Not recommended to BUY.
CME Group is the world's leading derivatives marketplace, offering a wide array of futures and options contracts across asset classes like interest rates and commodities. The company benefits from a strong competitive position, driven by deep liquidity in benchmark products and a robust, vertically integrated clearinghouse model. Its primary investment story rests on capturing growth in global financial markets and expanding into new assets like digital currencies. However, the firm faces risks from market volatility sensitivity, intense competition, and potential regulatory shifts. It may suit dividend-focused and growth-oriented investors who value a stable, high-margin financial infrastructure provider, though investors should monitor trading volume trends and clearinghouse regulation.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | While the company has steady growth, it is a mature, high-margin business rather than a high-growth tech disruptor. |
| Momentum investor | Strong fit while signal remains positive | The stock can exhibit strong trends during periods of market volatility and high trading volume. |
| Value investor | Mixed fit | CME often trades at a premium multiple due to its wide economic moat and consistent profitability. |
| Dividend investor | Strong fit | The company offers a reliable dividend supported by strong cash flows, often supplemented by variable payouts. |
| Low-risk investor | Strong fit | CME's market-leading position and robust infrastructure provide a relatively stable business model within the financial sector. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium | While volatility drives volume, extreme, sustained market downturns can occasionally dampen trading activity. |
| Valuation risk | Medium | The stock's premium valuation leaves it sensitive to broader market corrections. |
| Competition risk (Exchange and Platform) | Medium / high | Continuous pressure from ICE and other rivals requires constant investment to maintain liquidity. |
| Business quality | Strong | The company operates a critical financial infrastructure with high barriers to entry and strong network effects. |
| Dividend income | Strong | Consistent cash generation supports reliable dividend payments and periodic special distributions. |
| Execution risk | Low | The company has a long history of successfully integrating large acquisitions and managing complex global systems. |
Price Behavior
Downtrend
The stock has experienced a sustained decline in price over recent periods.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type Stock | Historic Profit 32.38% | Avg. Invested days 49 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/29/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 105.25B USD | Price to earnings Ratio 24.06 | 1Y Target Price 317.06 |
Price to earnings Ratio 24.06 | 1Y Target Price 317.06 | ||
Volume (30-day avg) 2.0M shares | Beta 0.27 | 52 Weeks Range 217.29 - 318.32 | Updated Date 10/28/2026 |
52 Weeks Range 217.29 - 318.32 | Updated Date 10/28/2026 | ||
Dividends yield (FY) 1.75% | Basic EPS (TTM) 12.22 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Clearing and Transaction Fees | Fees charged for executing and clearing futures and options contracts. | This is the core engine, earning money every time a trade is matched or cleared. |
| Market Data & Info Services | Subscription revenue from real-time and historical price data feeds. | Provides recurring, high-margin revenue less dependent on daily trading volume. |
| Geography | Global operations with significant volume originating from North America, Europe, and Asia. | The company benefits from global financial participation, not just local market trends. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date 2026-10-21 | When Before Market | Estimate 2.98 | Actual 3.02 |
Profitability
Profit Margin 63.48% | Operating Margin (TTM) 65.85% |
Management Effectiveness
Return on Assets (TTM) 1.52% | Return on Equity (TTM) 16.13% |
Valuation
Trailing PE 24.06 | Forward PE 22.68 | Enterprise Value 106.34B | Price to Sales(TTM) 15.13 |
Enterprise Value 106.34B | Price to Sales(TTM) 15.13 | ||
Enterprise Value to Revenue 15.22 | Enterprise Value to EBITDA 16.9 | Shares Outstanding 357.93M | Shares Floating 353.00M |
Shares Outstanding 357.93M | Shares Floating 353.00M | ||
Percent Insiders 0.44 | Percent Institutions 92.07 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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