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Nasdaq, Inc.. (NDAQ) Stock Fundamental Analysis & AI Rating 2026

NDAQ Nasdaq Security & Commodity Brokers, Dealers, Exchanges & Services DE CIK: 0001120193
Recently Updated • Analysis: Apr 29, 2026 • SEC Data: 2026-03-31
Combined AI Rating
BUY
81% Confidence
STRONG AGREEMENT
BUY
78% Conf
BUY
84% Conf

📊 NDAQ Key Takeaways

Revenue: $2.1B
Net Margin: 24.3%
Free Cash Flow: $629.0M
Current Ratio: 1.00x
Debt/Equity: 0.71x
EPS: $0.91
AI Rating: BUY with 78% confidence
Nasdaq, Inc.. (NDAQ) receives a BUY rating with 81% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $2.1B, net profit margin of 24.3%, and return on equity (ROE) of 4.3%, Nasdaq, Inc.. demonstrates strong fundamentals in the Services sector. Below is our complete NDAQ stock analysis for 2026.

Is Nasdaq, Inc.. (NDAQ) a Good Investment?

Claude

NDAQ demonstrates strong fundamental health with exceptional profitability margins (Operating: 30.7%, Net: 24.3%), accelerating earnings (60.3% YoY growth), and robust free cash flow generation (29.4% FCF margin). Revenue growth of 11.6% combined with superior cash conversion quality indicates sustainable business fundamentals, though tight liquidity and low return on equity metrics warrant continued monitoring.

ChatGPT

Nasdaq shows strong fundamental quality with double-digit revenue growth, high margins, and robust free cash flow generation, which supports resilience and capital flexibility. Profitability remains solid across gross, operating, and net levels, while leverage appears manageable given strong interest coverage. The main limitation is that net income growth is essentially flat, suggesting some recent EPS strength may be driven by factors other than broad-based earnings expansion.

Why Buy Nasdaq, Inc.. Stock? NDAQ Key Strengths

Claude
  • + Outstanding operating margin of 30.7% and net margin of 24.3% indicating pricing power and operational efficiency
  • + Exceptional earnings acceleration with 60.3% YoY net income growth and 60.1% EPS growth showing operating leverage
  • + Strong free cash flow generation of $629M (29.4% FCF margin) with minimal CapEx intensity, indicating earnings quality
  • + Manageable leverage with 0.71x Debt/Equity and solid 6.1x interest coverage despite $8.5B long-term debt
ChatGPT
  • + Double-digit revenue growth with strong 63.5% gross margin and 28.2% operating margin
  • + Robust free cash flow of $1.99B and a healthy 24.1% FCF margin
  • + Manageable leverage profile with 0.70x debt-to-equity and strong 21.6x interest coverage

NDAQ Stock Risks: Nasdaq, Inc.. Investment Risks

Claude
  • ! Critically low ROE of 4.3% and ROA of 1.9% suggest inefficient capital deployment and asset utilization concerns
  • ! Tight liquidity position with Current and Quick ratios both at 1.0x, indicating limited financial flexibility for unexpected disruptions
  • ! Significant long-term debt of $8.5B represents material leverage risk in market downturns affecting trading volumes
  • ! Dependence on market activity as a financial exchange creates cyclical earnings sensitivity
ChatGPT
  • ! Net income growth of just 0.1% may indicate slower underlying earnings expansion despite strong EPS growth
  • ! Liquidity is only adequate with a 1.01x current and quick ratio and relatively modest cash balance
  • ! Long-term debt of $8.57B remains meaningful and could pressure flexibility if operating conditions weaken

Key Metrics to Watch

Claude
  • * Return on Equity trend - current 4.3% is concerning and needs improvement toward 8-10% range for financial services sector
  • * Current ratio improvement - monitor movement above 1.2x to ensure adequate working capital and financial flexibility
  • * Free Cash Flow conversion maintenance - ensure FCF margins remain above 25% to validate earnings quality
  • * Operating margin sustainability - watch for any compression below 28% indicating pricing or cost pressures
ChatGPT
  • * Net income growth relative to revenue growth
  • * Free cash flow conversion and debt reduction progress

Nasdaq, Inc.. (NDAQ) Financial Metrics & Key Ratios

Revenue
$2.1B
Net Income
$519.0M
EPS (Diluted)
$0.91
Free Cash Flow
$629.0M
Total Assets
$27.3B
Cash Position
$515.0M

💡 AI Analyst Insight

The 29.4% free cash flow margin provides substantial flexibility for dividends, buybacks, and strategic investments. The current ratio below 1.0x warrants monitoring of short-term liquidity.

NDAQ Profit Margin, ROE & Profitability Analysis

Gross Margin 65.8%
Operating Margin 30.7%
Net Margin 24.3%
ROE 4.3%
ROA 1.9%
FCF Margin 29.4%

NDAQ vs Services Sector: How Nasdaq, Inc.. Compares

How Nasdaq, Inc.. compares to Services sector averages

Net Margin
NDAQ 24.3%
vs
Sector Avg 10.0%
NDAQ Sector
ROE
NDAQ 4.3%
vs
Sector Avg 16.0%
NDAQ Sector
Current Ratio
NDAQ 1.0x
vs
Sector Avg 1.5x
NDAQ Sector
Debt/Equity
NDAQ 0.7x
vs
Sector Avg 0.7x
NDAQ Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Nasdaq, Inc.. Stock Overvalued? NDAQ Valuation Analysis 2026

Based on fundamental analysis, Nasdaq, Inc.. has mixed fundamental signals relative to the Services sector in 2026.

Return on Equity
4.3%
Sector avg: 16%
Net Profit Margin
24.3%
Sector avg: 10%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.71x
Sector avg: 0.7x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Nasdaq, Inc.. Balance Sheet: NDAQ Debt, Cash & Liquidity

Current Ratio
1.00x
Quick Ratio
1.00x
Debt/Equity
0.71x
Debt/Assets
55.9%
Interest Coverage
6.08x
Long-term Debt
$8.5B

NDAQ Revenue & Earnings Growth: 5-Year Financial Trend

NDAQ 5-year financial data: Year 2021: Revenue $5.9B, Net Income $774.0M, EPS $4.63. Year 2022: Revenue $6.2B, Net Income $933.0M, EPS $1.86. Year 2023: Revenue $6.2B, Net Income $1.2B, EPS $2.35. Year 2024: Revenue $7.4B, Net Income $1.1B, EPS $2.26. Year 2025: Revenue $8.3B, Net Income $1.1B, EPS $2.08.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Nasdaq, Inc..'s revenue has grown significantly by 40% over the 5-year period, indicating strong business expansion. The most recent EPS of $2.08 reflects profitable operations.

NDAQ Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
29.4%
Free cash flow / Revenue

NDAQ Quarterly Earnings & Performance

Quarterly financial performance data for Nasdaq, Inc.. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q1 2026 $2.1B $395.0M $0.68
Q3 2025 $1.9B $306.0M $0.53
Q2 2025 $1.8B $222.0M $0.38
Q1 2025 $1.7B $234.0M $0.40
Q3 2024 $1.5B $294.0M $0.53
Q2 2024 $1.4B $222.0M $0.38
Q1 2024 $1.5B $234.0M $0.40
Q3 2023 $1.5B $294.0M $0.59

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Nasdaq, Inc.. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$689.0M
Cash generated from operations
Stock Buybacks
$548.0M
Shares repurchased (TTM)
Capital Expenditures
$60.0M
Investment in assets
Dividends Paid
$153.0M
Returned to shareholders

NDAQ SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Nasdaq, Inc.. (CIK: 0001120193)

📋 Recent SEC Filings

Date Form Document Action
Apr 30, 2026 4 xslF345X06/ownership.xml View →
Apr 29, 2026 4 xslF345X06/ownership.xml View →
Apr 28, 2026 4 xslF345X06/ownership.xml View →
Apr 24, 2026 DEF 14A ndaq-20260424.htm View →
Apr 24, 2026 10-Q ndaq-20260331.htm View →

Frequently Asked Questions about NDAQ

What is the AI rating for NDAQ?

Nasdaq, Inc.. (NDAQ) has a Combined AI Rating of BUY from Claude (BUY) and ChatGPT (BUY) with 81% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are NDAQ's key strengths?

Claude: Outstanding operating margin of 30.7% and net margin of 24.3% indicating pricing power and operational efficiency. Exceptional earnings acceleration with 60.3% YoY net income growth and 60.1% EPS growth showing operating leverage. ChatGPT: Double-digit revenue growth with strong 63.5% gross margin and 28.2% operating margin. Robust free cash flow of $1.99B and a healthy 24.1% FCF margin.

What are the risks of investing in NDAQ?

Claude: Critically low ROE of 4.3% and ROA of 1.9% suggest inefficient capital deployment and asset utilization concerns. Tight liquidity position with Current and Quick ratios both at 1.0x, indicating limited financial flexibility for unexpected disruptions. ChatGPT: Net income growth of just 0.1% may indicate slower underlying earnings expansion despite strong EPS growth. Liquidity is only adequate with a 1.01x current and quick ratio and relatively modest cash balance.

What is NDAQ's revenue and growth?

Nasdaq, Inc.. reported revenue of $2.1B.

Does NDAQ pay dividends?

Nasdaq, Inc.. pays dividends, with $153.0M distributed to shareholders in the trailing twelve months.

Where can I find NDAQ SEC filings?

Official SEC filings for Nasdaq, Inc.. (CIK: 0001120193) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is NDAQ's EPS?

Nasdaq, Inc.. has a diluted EPS of $0.91.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is NDAQ a good stock to buy right now?

Based on our AI fundamental analysis in May 2026, Nasdaq, Inc.. has a BUY rating with 81% confidence. The AI analysis suggests favorable fundamentals based on SEC filings. This is not investment advice.

Is NDAQ stock overvalued or undervalued?

Valuation metrics for NDAQ: ROE of 4.3% (sector avg: 16%), net margin of 24.3% (sector avg: 10%). Compare these metrics with sector averages to assess valuation.

Should I buy NDAQ stock in 2026?

Our dual AI analysis gives Nasdaq, Inc.. a combined BUY rating for 2026. Revenue is data pending, with profitability above sector average. Always conduct your own research.

What is NDAQ's free cash flow?

Nasdaq, Inc..'s operating cash flow is $689.0M, with capital expenditures of $60.0M. FCF margin is 29.4%.

How does NDAQ compare to other Services stocks?

Vs Services sector averages: Net margin 24.3% (avg: 10%), ROE 4.3% (avg: 16%), current ratio 1.00 (avg: 1.5).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Apr 29, 2026 | Data as of: 2026-03-31 | Powered by Claude AI