VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS & COMPETITIVE ADVANTAGES ★

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Nasdaq, Inc.

NDAQ · NASDAQ

Market cap (USD)$46.7B
SectorFinancials
IndustryFinancial - Data & Stock Exchanges
CountryUS
Data as of
Moat score
76/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

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Overview

Nasdaq, Inc. is a global market infrastructure and financial technology company with three reported segments: Market Services, Capital Access Platforms, and Financial Technology. Market Services is protected by regulated exchange licenses and liquidity-driven network effects on its venues, supported by connectivity/colocation offerings. Capital Access Platforms benefits from listing brand and a large Nasdaq index ecosystem (including the Nasdaq-100) that supports recurring licensing and data revenue. Financial Technology is anchored by mission-critical workflows in trading, risk and regulatory reporting (e.g., Calypso and AxiomSL) where switching and compliance costs create stickiness. Key risks include regulatory and competitive pressure on market data and fees, order-flow fragmentation, and intense fintech competition (including in-house builds).

Primary segment

Capital Access Platforms

Market structure

Oligopoly

Market share

80%-84% (reported)

HHI:

Coverage

3 segments · 7 tags

Updated 2025-12-31

Segments

Market Services

Securities exchange trading, clearing and related market data & access services

Revenue

21.9%

Structure

Competitive

Pricing

moderate

Share

Peers

ICECBOECMELSEG.L+2

Capital Access Platforms

Issuer and investor solutions: listings, index licensing, market data, and investment analytics/workflow platforms

Revenue

42.4%

Structure

Oligopoly

Pricing

moderate

Share

80%-84% (reported)

Peers

ICELSEG.LSPGIMSCI+1

Financial Technology

Capital markets, risk, regulatory and market-technology software (SaaS and enterprise platforms)

Revenue

35.6%

Structure

Competitive

Pricing

moderate

Share

Peers

FISSSNCLSEG.LIBM+1

Moat Claims

Market Services

Securities exchange trading, clearing and related market data & access services

Revenue share derived from 2024 revenues less transaction-based expenses: Market Services net revenues $1,020m of total $4,649m. Segment operating income $597m (FY ended 2024-12-31). Source: Nasdaq FY2024 Form 10-K.

Competitive

Concession License

Legal

Strength

Durability

Confidence

Evidence

Operating regulated exchanges under SEC-supervised self-regulatory organization (SRO) licenses creates high barriers to entry and makes venues hard to replicate quickly.

Erosion risks

  • Regulatory changes to market structure or fee models
  • License penalties/sanctions from compliance failures
  • Policy shifts that favor alternative trading systems

Leading indicators

  • SEC/other regulator enforcement actions or rule changes
  • Market Services net revenue trend
  • Exchange uptime / major incident frequency

Counterarguments

  • Order flow can be fragmented across many venues due to regulation and smart order routing
  • New venues can still enter if they obtain approvals and subsidize fees/liquidity

Two Sided Network

Network

Strength

Durability

Confidence

Evidence

Liquidity attracts order flow and market makers; order flow in turn attracts more participants. Nasdaq cites being a leading liquidity venue in U.S. cash equities.

Erosion risks

  • Fee compression from aggressive pricing competition
  • Shift of volume to off-exchange/OTC venues (dark pools, internalizers)
  • Technological latency arms race reducing differentiation

Leading indicators

  • U.S. cash equities and options market share
  • Average revenue per share/contract in traded products
  • Competitor venue launches or rule/fee changes

Counterarguments

  • Reg NMS and best-execution routing can weaken venue-level network effects by spreading liquidity
  • Liquidity is not exclusive and can move quickly if economics change

Physical Network Density

Supply

Strength

Durability

Confidence

Evidence

Proximity services (colocation/connectivity) and operating resilient exchange infrastructure require capital, know-how, and established data center footprints that are costly to duplicate at scale.

Erosion risks

  • Data center/interconnect commoditization
  • Regulatory scrutiny of latency advantages and access fairness
  • Cloud/edge networking changes lowering barriers for entrants

Leading indicators

  • Colocation/connectivity revenue trend
  • Capex for core data centers and network upgrades
  • Regulatory reviews of market access services

Counterarguments

  • Connectivity services are also offered by neutral data centers and competitors
  • Physical proximity advantages can be competed away with new builds and technology

Capital Access Platforms

Issuer and investor solutions: listings, index licensing, market data, and investment analytics/workflow platforms

Revenue share derived from 2024 revenues less transaction-based expenses: Capital Access Platforms total revenues $1,972m of total $4,649m. Segment operating income $1,134m (FY ended 2024-12-31). Source: Nasdaq FY2024 Form 10-K.

Oligopoly

Brand Trust

Demand

Strength

Durability

Confidence

Evidence

Issuer brand and distribution help Nasdaq win listings (especially growth/tech) and support recurring listing-related fees and issuer services attach.

Erosion risks

  • IPO market downturn reduces new listings and related fees
  • Issuer preference shifts toward NYSE or non-U.S. venues
  • Regulatory changes to listing standards or fee structures

Leading indicators

  • Eligible IPO win rate and number of IPOs
  • Net listings adds and switches
  • Annual listing fee and market data subscription trends

Counterarguments

  • Nasdaq itself cites NYSE as its primary competitor for large U.S. listings; issuers can and do switch
  • Listing decisions can be driven by pricing, sector trends, or market cycles rather than durable brand preference

De Facto Standard

Network

Strength

Durability

Confidence

Evidence

Nasdaq-branded indices (especially the Nasdaq-100 ecosystem) are widely used benchmarks for ETPs, supporting durable licensing and data demand.

Erosion risks

  • ETP sponsors switch to alternative index providers (MSCI, S&P, FTSE Russell)
  • Benchmark licensing fee pressure as sponsors negotiate
  • Regulatory or methodology scrutiny impacting index brand

Leading indicators

  • ETP AUM tracking Nasdaq indices
  • Net inflows/outflows in Nasdaq index-linked products
  • Number of new index products launched with clients

Counterarguments

  • Index products can be replicated using alternative benchmarks or custom indices
  • Benchmark status can shift with performance and sponsor economics

Benchmark Pricing Power

Financial

Strength

Durability

Confidence

Evidence

Index and trademark licensing economics (often tied to AUM, issuance, or contracts) can provide pricing leverage in established benchmarks, but is constrained by sponsor choice and competition.

Erosion risks

  • Fee compression from client renegotiations
  • Growth in low-fee indexing/ETPs pressuring licensing economics
  • Rise of 'self-indexing' and custom indices

Leading indicators

  • Index revenue growth vs AUM growth
  • Average licensing yield (revenue/AUM) trend
  • Major client renewals and pricing disclosures

Counterarguments

  • Large sponsors can negotiate aggressively or switch benchmarks
  • Many indices are substitutable; pricing power may be limited outside flagship products

Financial Technology

Capital markets, risk, regulatory and market-technology software (SaaS and enterprise platforms)

Revenue share derived from 2024 revenues less transaction-based expenses: Financial Technology total revenues $1,655m of total $4,649m. Segment operating income $770m (FY ended 2024-12-31). Source: Nasdaq FY2024 Form 10-K.

Competitive

Data Workflow Lockin

Demand

Strength

Durability

Confidence

Evidence

Mission-critical platforms embedded in trading, treasury, risk, and post-trade workflows create high switching and integration costs (data models, processes, training, and regulatory validation).

Erosion risks

  • Clients standardize on in-house platforms or consolidate vendors
  • Cloud-native entrants reduce implementation friction
  • Large customers use procurement leverage to force pricing concessions

Leading indicators

  • Net revenue retention / ARR growth in FinTech
  • Implementation cycle time and go-live success rates
  • Customer concentration and renewal rates

Counterarguments

  • Large institutions can build internally and avoid vendor lock-in
  • Best-of-breed point solutions can displace modules over time

Compliance Advantage

Legal

Strength

Durability

Confidence

Evidence

Regulatory reporting and surveillance products benefit from continual investment to keep up with changing rules; scale and speed requirements can differentiate incumbent platforms.

Erosion risks

  • Regulatory simplification or harmonization reduces reporting complexity
  • Supervisors mandate open standards that reduce vendor differentiation
  • High-profile compliance failures damage trust

Leading indicators

  • Regulatory reporting product wins/losses
  • Major regulatory change cycles (Basel/ESG reporting, etc.)
  • False positive rates and alert quality metrics in surveillance/AML

Counterarguments

  • Large firms can meet compliance needs with in-house tooling and consultants
  • Point solutions can match incumbents on narrow regulation-specific workflows

Long Term Contracts

Demand

Strength

Durability

Confidence

Evidence

SaaS subscription and support contracts create recurring revenue and multi-period visibility, though renewal pricing can be pressured by competition and customer consolidation.

Erosion risks

  • Customers renegotiate down at renewal
  • Shift from long-term contracts to usage-based pricing
  • Integration complexity slows new bookings

Leading indicators

  • ARR and SaaS annualized revenue trends
  • Renewal rates and average contract duration
  • Backlog / remaining performance obligations trends (if disclosed)

Counterarguments

  • Recurring revenue does not guarantee pricing power; competitive bids can reset economics
  • Large clients can multi-source or switch if implementations underperform

Evidence

sec_filing
Nasdaq, Inc. Form 10-K (FY ended Dec 31, 2024) - U.S. Regulation (SRO framework)

SROs, such as national securities exchanges, are registered with the SEC.

Supports that operating a national securities exchange is permissioned and supervised, not an open-entry market.

sec_filing
Nasdaq, Inc. Form 10-K (FY ended Dec 31, 2024) - U.S. Regulation (Nasdaq SRO licenses)

Nasdaq currently operates three cash equity, six options markets ... pursuant to The Nasdaq Stock Market's SRO license.

Explicitly describes Nasdaq operating multiple U.S. exchanges under specific SRO licenses.

sec_filing
Nasdaq, Inc. Form 10-K (FY ended Dec 31, 2024) - Market Services (U.S. cash equities)

The Nasdaq Stock Market is the largest single venue of liquidity for trading U.S.-listed cash equities.

Direct statement that Nasdaq concentrates meaningful liquidity, consistent with a two-sided network effect dynamic.

sec_filing
Nasdaq, Inc. Form 10-K (FY ended Dec 31, 2024) - Market Services (U.S. options)

Our combined options market share in 2024 represented the largest share of the U.S. market for multi-listed equity options.

High share in multi-listed options suggests strong liquidity and participant coordination on Nasdaq venues.

sec_filing
Nasdaq, Inc. Form 10-K (FY ended Dec 31, 2024) - Connectivity/colocation

We provide colocation services to market participants ... within our data centers.

Shows Nasdaq sells co-location (proximity) services tied to its exchange infrastructure.

Showing 5 of 17 sources.

Risks & Indicators

Erosion risks

  • Regulatory changes to market structure or fee models
  • License penalties/sanctions from compliance failures
  • Policy shifts that favor alternative trading systems
  • Fee compression from aggressive pricing competition
  • Shift of volume to off-exchange/OTC venues (dark pools, internalizers)
  • Technological latency arms race reducing differentiation

Leading indicators

  • SEC/other regulator enforcement actions or rule changes
  • Market Services net revenue trend
  • Exchange uptime / major incident frequency
  • U.S. cash equities and options market share
  • Average revenue per share/contract in traded products
  • Competitor venue launches or rule/fee changes
Created 2025-12-31
Updated 2025-12-31

Curation & Accuracy

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