Management Quality -- 8.5/10

CEO Terrence Duffy has led CME Group since 2006, delivering five consecutive years of record volume and four consecutive years of record revenue and EPS. FY2025 total dividends reached ~$3.9B, and adjusted operating margin expanded +110bps YoY to 69.4%. Duffy consistently under-promises and over-delivers, with a strong track record of capital allocation, cost discipline, and product innovation. Weight: 20%
CEO Tenure
Since 2006
Terrence Duffy, ~20 years
Record Streak
5 Years Volume
4 yrs record revenue and EPS
FY2025 Dividends
~$3.9B
Regular + variable dividends
Op Margin Expansion
+110bps
68.3% FY2024 to 69.4% FY2025
Promise Tracking
Promise Made Status Detail
Fifth consecutive year of record volume FY2024Q4 call DELIVERED FY2025 ADV 28.1M (+6% YoY), fifth consecutive record
Revenue growth with expense discipline Ongoing DELIVERED FY2025 revenue +6.4%, adj. op margin expanded to 69.4% (+110bps YoY)
Launch CME Securities Clearing in 2026 FY2024Q4 call IN PROGRESS SEC approval received Dec 2025, on track for launch
24/7 crypto trading FY2025Q4 call IN PROGRESS Announced for early 2026
Event contracts launch with FanDuel FY2025Q3 call DELIVERED Launched Dec 2025, 68M contracts in first 6 weeks
Expense guidance: $1.695B for 2026 FY2025Q4 call GUIDED Reduced FY2025 guidance twice ($1.65B to $1.635B to $1.625B actual)
Cross-margin FICC expansion to end-user clients FY2024Q4 call IN PROGRESS Operationally ready, awaiting SEC approval
Fee changes to add ~2-2.5% to pre-tax income FY2024Q4 call DELIVERED Confirmed per FY2025 results
Promise tracking based on earnings call transcripts FY2024Q4 through FY2025Q4.

Capital Return: Variable Dividend
Year Variable Dividend YoY Growth
FY2021 $1,183.8M --
FY2022 $1,635.7M +38.2%
FY2023 $1,910.0M +16.8%
FY2024 $2,112.2M +10.6%
FY2025 TBD (declaring Q1 2026) --
Additionally, CME began share repurchases in Q4 2025 ($256M) with $1.3B in Austro JV proceeds earmarked for buybacks. Regular quarterly dividend raised from $1.15 to $1.25 per share.
Data sourced from Daloopa.

Cost Discipline
Metric FY2023 FY2024 FY2025
Adj. Operating Margin 66.8% 68.3% 69.4%
FY2025 Expense Guidance -- Beat by $25M cumulative
FY2025 Expense Revisions -- $1.65B → $1.635B → $1.625B actual
Google Cloud Migration -- ~$100M spend absorbed while on-prem costs roll off
Data sourced from Daloopa and earnings transcripts FY2024Q4 through FY2025Q4.

Assessment

Duffy is a proven operator who consistently under-promises and over-delivers. Five consecutive years of record volume and four consecutive years of record revenue and EPS demonstrate sustained execution across market cycles. The capital return framework is best-in-class: ~$3.9B in FY2025 dividends (regular plus variable), a newly initiated buyback program funded by the Austro JV sale, and a regular dividend increase from $1.15 to $1.25 per share.

Product innovation continues at pace: the FanDuel event contracts partnership generated 68M contracts in its first six weeks, crypto futures reached record ADV of 379K/day, and the 24/7 trading initiative is on track for early 2026. The CME Securities Clearing launch (SEC-approved Dec 2025) positions the firm to capture the treasury clearing mandate -- a multi-year revenue opportunity.

Cost discipline remains a hallmark: management guided and then beat expense guidance by $25M cumulatively in FY2025, absorbing ~$100M in Google Cloud migration spend while expanding adjusted operating margins from 66.8% to 69.4% over two years.


Score Rationale
8.5/10. CEO Terrence Duffy has led CME since 2006, delivering five consecutive years of record volume, four consecutive years of record revenue and EPS, and consistent operating margin expansion (+260bps over two years). Capital allocation is shareholder-friendly with ~$3.9B in FY2025 dividends, a newly initiated buyback program, and disciplined expense management. Product innovation (event contracts, crypto futures, treasury clearing) opens new growth vectors. The -1.5 reflects the inherently low-growth nature of the business (~5% EPS growth consensus for FY2026), the risk of volume mean-reversion after five record years, and early-stage execution risk on new initiatives (event contracts, CME Securities Clearing, 24/7 crypto trading).

Data sourced from Daloopa and earnings transcripts FY2024Q4 through FY2025Q4.