Analyze Portfolio

Intercontinental Exchange vs Nasdaq (ICE vs NDAQ)

Side by side from their SEC filings: revenue, margins, growth, returns and valuation, plus short interest, insider activity and institutional ownership.

Intercontinental Exchange is the larger company by revenue ($12.6B vs $8.3B) and market value ($76.5B vs $50.5B). Nasdaq has grown revenue faster over the last 4 fiscal years (+40.4% cumulative vs +37.9%). Intercontinental Exchange runs the higher operating margin (39.0% vs 28.2%). Intercontinental Exchange trades at the lower trailing P/E (19.7x vs 26.9x).

About Intercontinental Exchange

Intercontinental Exchange, Inc. operates regulated futures and options exchanges, clearinghouses, equities venues, and financial market utilities. The company provides technology-driven trading, clearing, data services, and mortgage technology platforms to customers in the financial markets. It emphasizes cybersecurity risk management to protect its infrastructure, data, and operations from cyber threats.

About Nasdaq

Nasdaq, Inc. operates as a technology platform that supports global financial markets by providing infrastructure, data, and analytics. It offers products and services through three segments: Capital Access Platforms, Financial Technology, and Market Services. Nasdaq serves a diverse client base including corporate issuers, investors, asset managers, and market operators worldwide.

Head to head (ICE FY2025 vs NDAQ FY2025)

MetricICEFY2025NDAQFY2025
Revenue$12.64B$8.26B
Revenue growth (YoY)7.5%11.6%
Gross margin63.5%
Operating margin39.0%28.2%
Net margin26.2%21.6%
Net income$3.31B$1.79B
Diluted EPS$5.77$3.09
FCF margin33.9%24.1%
ROE11.4%14.6%
Debt / equity0.6×0.7×
Market cap$76.49B$50.45B
P/E (TTM)19.7×26.9×

Fundamentals are from each company’s SEC filings (ICE FY2025, NDAQ FY2025). P/E and market cap are derived from recent market prices and update daily.

Five-year trend (as reported)

RevenueFY2021FY2022FY2023FY2024FY2025
ICE$9.17B$9.64B$9.90B$11.76B$12.64B
NDAQ$5.89B$6.23B$6.06B$7.40B$8.26B
Net incomeFY2021FY2022FY2023FY2024FY2025
ICE$4.06B$1.45B$2.37B$2.75B$3.31B
NDAQ$1.19B$1.13B$1.06B$1.12B$1.79B
Operating marginFY2021FY2022FY2023FY2024FY2025
ICE37.6%37.8%37.3%36.6%39.0%
NDAQ24.5%25.1%26.0%24.3%28.2%

Peer standing

Where each company ranks among the 424 Financials companies, on the same scale. Each figure is ranked only against peers that report it. Percentiles describe position in the distribution, not a rating.

MetricICENDAQ
Operating margin
39.0%87th percentile of 147
28.2%73rd percentile of 147
Net margin
26.2%72nd percentile of 378
21.6%63rd percentile of 378
FCF margin
33.9%76th percentile of 273
24.1%61st percentile of 273
Revenue growth (YoY)
+7.5%41st percentile of 420
+11.6%55th percentile of 420
ROE
11.4%61st percentile of 375
14.6%75th percentile of 375
P/E (TTM)
19.7×73rd percentile of 316
26.9×83rd percentile of 316
Debt / equity
0.64×68th percentile of 193
0.70×71st percentile of 193
Short interest (days to cover)
1.83d23rd percentile of 418
1.48d16th percentile of 418

Short interest

FINRA settlement dataICENDAQ
Shares sold short10.6M9.3M
Change vs prior settlement+1.8%+6.9%
Days to cover1.831.48
As of settlement2026-06-302026-06-30

Source: FINRA Consolidated Short Interest. FINRA is the owner and source of the FINRA-supplied data; republishing or redistributing it is not permitted. Not presented as a percentage of float. No FINRA endorsement of this product is implied.

Insider activity (last 90 days)

Form 4 open-market activityICENDAQ
Buys01 ($4.9M)
Sells8 ($2.0M)7 ($3.2M)

Open-market purchases and sales reported on SEC Form 4 (grants, exercises and tax withholding excluded). For context, about 16% of covered companies saw any open-market insider buy in a 90-day window.

Held by the same investors

7 tracked 13F managers hold both Intercontinental Exchange and Nasdaq as of their latest quarterly filings: AQR Capital Management, Citadel Advisors, D. E. Shaw, Gotham Asset Management, Harris Associates (Oakmark), Millennium Management, Point72 Asset Management. See which superinvestors hold your own portfolio with the smart money checker.

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Data sourced from SEC EDGAR (public domain). Figures are as-reported and may be unaudited or restated; verify against the source filings before relying on them. Comparisons are descriptive (higher or lower on a reported figure), not a rating or a recommendation. Informational only. Not investment advice.