Investment Thesis
Nasdaq operates equity/derivatives exchanges and a fast-growing financial technology, data, and anti-financial crime business. SaaS analytics and regulatory tech drive recurring revenue beyond trading.
- Anti-Financial Crime: Verafin and surveillance SaaS deliver double-digit ARR growth.
- Index Licensing: Nasdaq 100 and thematic indexes generate high-margin fees.
- Capital Access: Global listings franchise remains a gateway for innovators.