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Added to YB: 2026-06-29

Pitch date: 2026-06-28

MKTX [bullish]

MarketAxess Holdings Inc.

+42.24%

current return

Author Info

No bio for this author

Company Info

MarketAxess Holdings Inc., together with its subsidiaries, operates an electronic trading platform for institutional investor and broker-dealer firms in the United States, the United Kingdom, and internationally.

Market Cap

$5.7B

Pitch Price

$113.71

Price Target

N/A

Dividend

1.92%

EV/EBITDA

12.35

P/E

19.18

EV/Sales

6.40

Sector

Capital Markets

Category

value

Show full summary:
Weekend Digest 348: Buy-And-Hold Purchases: MKTX, BSX, BAH, JD, Various LatAm Names - #1

MKTX: Bond trading marketplace derated from 75x to 13x P/E on fading fixed-income sentiment, not business deterioration—rev grows yearly, EPS at record highs, analysts model ~8% growth. Bond alternatives (crypto, PE, gold) faltering; convexity favors bonds now. Exchange-disruption fears overstated as corp bonds not fungible for perpetuals. Initiating long.

Read full article (4 min)