Cohen & Company Inc (COHN)vsTradeweb Markets Inc (TW)
COHN
Cohen & Company Inc
$16.34
+6.04%
FINANCIAL SERVICES · Cap: $27.17M
TW
Tradeweb Markets Inc
$119.95
-2.74%
FINANCIAL SERVICES · Cap: $26.94B
Smart Verdict
WallStSmart Research — data-driven comparison
Tradeweb Markets Inc generates 1006% more annual revenue ($2.05B vs $185.47M). TW leads profitability with a 39.6% profit margin vs 2.4%. COHN trades at a lower P/E of 5.5x. TW earns a higher WallStSmart Score of 67/100 (B-).
COHN
Buy62
out of 100
Grade: C+
TW
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+84.6%
Fair Value
$112.79
Current Price
$16.34
$96.45 discount
Margin of Safety
+34.8%
Fair Value
$176.44
Current Price
$119.95
$56.49 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 96.8% YoY
Strong operational efficiency at 24.5%
Keeps 40 of every $100 in revenue as profit
Strong operational efficiency at 42.4%
Earnings expanding 128.8% YoY
Safe zone — low bankruptcy risk
Areas to Watch
1.7% revenue growth
Smaller company, higher risk/reward
ROE of 7.4% — below average capital efficiency
2.4% margin — thin
Premium valuation, high expectations priced in
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : COHN
The strongest argument for COHN centers on P/E Ratio, Price/Book, EPS Growth.
Bull Case : TW
The strongest argument for TW centers on Profit Margin, Operating Margin, EPS Growth. Profitability is solid with margins at 39.6% and operating margin at 42.4%. Revenue growth of 12.5% demonstrates continued momentum.
Bear Case : COHN
The primary concerns for COHN are Revenue Growth, Market Cap, Return on Equity. Thin 2.4% margins leave little buffer for downturns.
Bear Case : TW
The primary concerns for TW are P/E Ratio, PEG Ratio.
Key Dynamics to Monitor
COHN profiles as a value stock while TW is a mature play — different risk/reward profiles.
COHN carries more volatility with a beta of 1.28 — expect wider price swings.
TW is growing revenue faster at 12.5% — sustainability is the question.
TW generates stronger free cash flow (337M), providing more financial flexibility.
Bottom Line
TW scores higher overall (67/100 vs 62/100), backed by strong 39.6% margins and 12.5% revenue growth. COHN offers better value entry with a 84.6% 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.
Cohen & Company Inc
FINANCIAL SERVICES · CAPITAL MARKETS · USA
Cohen & Company Inc. is a publicly owned investment manager. The company is headquartered in Philadelphia, Pennsylvania with additional offices in New York City; Boca Raton, Florida; Chicago, Illinois; Bethesda, Maryland; Boston, Massachusetts; Paris, France; and London, United Kingdom.
Tradeweb Markets Inc
FINANCIAL SERVICES · CAPITAL MARKETS · USA
Tradeweb Markets Inc. creates and operates electronic marketplaces in the Americas, Europe, the Middle East, Africa, Asia Pacific and internationally.
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