Piper Sandler Companies (PIPR)vsTradeweb Markets Inc (TW)
PIPR
Piper Sandler Companies
$74.50
+0.93%
FINANCIAL SERVICES · Cap: $1.32B
TW
Tradeweb Markets Inc
$119.95
-2.74%
FINANCIAL SERVICES · Cap: $26.94B
Smart Verdict
WallStSmart Research — data-driven comparison
Tradeweb Markets Inc generates 8% more annual revenue ($2.05B vs $1.90B). TW leads profitability with a 39.6% profit margin vs 14.8%. PIPR appears more attractively valued with a PEG of 1.26. PIPR earns a higher WallStSmart Score of 78/100 (B+).
PIPR
Strong Buy78
out of 100
Grade: B+
TW
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-84.4%
Fair Value
$185.33
Current Price
$74.50
$110.83 premium
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
Revenue surging 37.6% year-over-year
Earnings expanding 65.1% YoY
Safe zone — low bankruptcy risk
Strong operational efficiency at 29.8%
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
Smaller company, higher risk/reward
Premium valuation, high expectations priced in
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : PIPR
The strongest argument for PIPR centers on Revenue Growth, EPS Growth, Altman Z-Score. Revenue growth of 37.6% demonstrates continued momentum. PEG of 1.26 suggests the stock is reasonably priced for its 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 : PIPR
The primary concerns for PIPR are Market Cap.
Bear Case : TW
The primary concerns for TW are P/E Ratio, PEG Ratio.
Key Dynamics to Monitor
PIPR profiles as a growth stock while TW is a mature play — different risk/reward profiles.
PIPR carries more volatility with a beta of 1.54 — expect wider price swings.
PIPR is growing revenue faster at 37.6% — sustainability is the question.
PIPR generates stronger free cash flow (844M), providing more financial flexibility.
Bottom Line
PIPR scores higher overall (78/100 vs 67/100) and 37.6% revenue growth. TW offers better value entry with a 34.8% margin of safety. Both earn "Strong Buy" and "Strong 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.
Piper Sandler Companies
FINANCIAL SERVICES · CAPITAL MARKETS · USA
Piper Sandler Companies is an investment bank and institutional securities firm serving corporations, private equity groups, public entities, non-profit entities, and institutional investors in the United States and internationally. The company is headquartered in Minneapolis, Minnesota.
Visit Website →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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