Professional
Added to YB: 2026-01-16
Pitch date: 2026-01-02
MRX [bullish]
Marex Group plc
+5.27%
current return
Author Info
Night Watch Investment Management is an alternative asset manager focused on global equities, selected based on our in-depth proprietary research. Our investment style is best described as value plus catalyst. Visit their website.
Company Info
Marex Group plc, a financial services platform provider company, provides liquidity, market access, and infrastructure services to clients in the energy, commodities, and financial markets in the United Kingdom, the United States, and internationally.
Market Cap
$2.8B
Pitch Price
$37.94
Price Target
N/A
Dividend
1.54%
EV/EBITDA
N/A
P/E
11.27
EV/Sales
N/A
Sector
Capital Markets
Category
growth
Night Watch Investment Management Portfolio Holding: Marex Group plc
MRX (added to position): Futures Commission Merchant owned since 2024 IPO, now largest position after Q4 selloff on rate/volume concerns. Continues surprising with resilience & growth despite fears. Trades ~6x P/E (low for increasing moat, long growth runway) with ~30% ROE.
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