WallStSmart

CME Group Inc (CME)vsSeagate Technology PLC (STX)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Seagate Technology PLC generates 55% more annual revenue ($10.06B vs $6.51B). CME leads profitability with a 62.6% profit margin vs 19.6%. STX appears more attractively valued with a PEG of 0.67. STX earns a higher WallStSmart Score of 72/100 (B).

CME

Buy

63

out of 100

Grade: C+

Growth: 7.3Profit: 7.5Value: 7.3Quality: 5.5
Piotroski: 1/9

STX

Strong Buy

72

out of 100

Grade: B

Growth: 6.7Profit: 9.0Value: 8.7Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CMEUndervalued (+40.5%)

Margin of Safety

+40.5%

Fair Value

$516.20

Current Price

$307.32

$208.88 discount

UndervaluedFair: $516.20Overvalued
STXUndervalued (+1.9%)

Margin of Safety

+1.9%

Fair Value

$415.12

Current Price

$411.23

$3.89 discount

UndervaluedFair: $415.12Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CME6 strengths · Avg: 9.0/10
Profit MarginProfitability
62.6%10/10

Keeps 63 of every $100 in revenue as profit

Operating MarginProfitability
63.8%10/10

Strong operational efficiency at 63.8%

Market CapQuality
$110.49B9/10

Large-cap with strong market position

Debt/EquityHealth
0.129/10

Conservative balance sheet, low leverage

EPS GrowthGrowth
35.0%8/10

Earnings expanding 35.0% YoY

Free Cash FlowQuality
$1.10B8/10

Generating 1.1B in free cash flow

STX6 strengths · Avg: 8.7/10
EPS GrowthGrowth
67.7%10/10

Earnings expanding 67.7% YoY

Market CapQuality
$97.36B9/10

Large-cap with strong market position

Return on EquityProfitability
22.1%9/10

Every $100 of equity generates 22 in profit

PEG RatioValuation
0.678/10

Growing faster than its price suggests

Operating MarginProfitability
29.9%8/10

Strong operational efficiency at 29.9%

Revenue GrowthGrowth
21.5%8/10

Revenue surging 21.5% year-over-year

Areas to Watch

CME3 concerns · Avg: 3.0/10
P/E RatioValuation
27.9x4/10

Moderate valuation

Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

PEG RatioValuation
5.902/10

Expensive relative to growth rate

STX2 concerns · Avg: 2.0/10
P/E RatioValuation
49.0x2/10

Premium valuation, high expectations priced in

Price/BookValuation
195.8x2/10

Trading at 195.8x book value

Comparative Analysis Report

WallStSmart Research

Bull Case : CME

The strongest argument for CME centers on Profit Margin, Operating Margin, Market Cap. Profitability is solid with margins at 62.6% and operating margin at 63.8%.

Bull Case : STX

The strongest argument for STX centers on EPS Growth, Market Cap, Return on Equity. Profitability is solid with margins at 19.6% and operating margin at 29.9%. Revenue growth of 21.5% demonstrates continued momentum.

Bear Case : CME

The primary concerns for CME are P/E Ratio, Piotroski F-Score, PEG Ratio.

Bear Case : STX

The primary concerns for STX are P/E Ratio, Price/Book. A P/E of 49.0x leaves little room for execution misses.

Key Dynamics to Monitor

CME profiles as a mature stock while STX is a growth play — different risk/reward profiles.

STX carries more volatility with a beta of 1.65 — expect wider price swings.

STX is growing revenue faster at 21.5% — sustainability is the question.

CME generates stronger free cash flow (1.1B), providing more financial flexibility.

Bottom Line

STX scores higher overall (72/100 vs 63/100), backed by strong 19.6% margins and 21.5% revenue growth. CME offers better value entry with a 40.5% margin of safety. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

CME Group Inc

FINANCIAL SERVICES · FINANCIAL DATA & STOCK EXCHANGES · USA

CME Group Inc. (Chicago Mercantile Exchange, Chicago Board of Trade, New York Mercantile Exchange, The Commodity Exchange) is an American global markets company. It is the world's largest financial derivatives exchange, and trades in asset classes that include agricultural products, currencies, energy, interest rates, metals, stock indexes and cryptocurrencies futures.

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Seagate Technology PLC

TECHNOLOGY · COMPUTER HARDWARE · USA

Seagate Technology Holdings plc, an Irish public limited company (commonly referred to as Seagate) is an American data storage company.

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