Fundamentals · 2026-09-09S&P 500ANNUAL BASIS

Intercontinental Exchange

ICE stock analysis · Financials · Financial Exchanges & Data

FY 2025-12-31ANNUAL FILINGS
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These are research estimates based on annual filings. Valuation uses a cash-flow proxy and explicit assumptions; prices are not live. Published valuations use annual periods first filed by the price date, with later restatements retained.
Reference share price · USD
$123.11HISTORICAL SNAPSHOT

As of · fund-implied per-share value

Fund holding value ÷ shares held. Not a live quote; not adjusted for later stock splits.

View SEC fund filing ↗
Estimated issuer market cap
$69.1B

Price × SEC outstanding shares. Shares measured 2026-06-30. Approximate; share and price dates can differ.

View share-count filing ↗
Reviewed cash-flow model

Reviewed operating-business exception limited to this annual period. ICE operates exchanges plus data and mortgage technology services. Client margin/guaranty-fund balances are separately reported from corporate cash; they are not corporate liquidity. Its operating-business proxies remain sensitive to clearing risk, collateral-driven asset totals and Section 31 fee timing. The PP&E-only proxy excludes $418m separately capitalized software in FY2025 ($346m in FY2024). Reviewed debt counts current note maturities once and separates commercial paper. FCF yield is a consolidated ownership proxy; DCF and reverse DCF await a dated bridge for ordinary and redeemable minority claims. Business description ↗

Cash-flow proxy: excluded reinvestment

The PP&E-only cash-flow proxy excludes $418m of separately capitalized software development. The issuer subtracts both from CFO in its own free cash flow. Section 31 timing and consolidated minority-owned operations also affect interpretation. Read the cash-flow statement ↗

Valuation

DCF value

Consolidated cash flow includes noncontrolling interests. A dated valuation bridge for those claims has not been reviewed, so per-share DCF and reverse DCF remain unavailable.

Consolidated cash flow includes noncontrolling interests. A dated valuation bridge for those claims has not been reviewed, so per-share DCF and reverse DCF remain unavailable.

How this is calculated ↗
Valuation

Reverse DCF

Consolidated cash flow includes noncontrolling interests. A dated valuation bridge for those claims has not been reviewed, so per-share DCF and reverse DCF remain unavailable.

Consolidated cash flow includes noncontrolling interests. A dated valuation bridge for those claims has not been reviewed, so per-share DCF and reverse DCF remain unavailable.

How this is calculated ↗
Valuation

Relative valuation

29.4%

7 industry peers · median 27.0×

How this is calculated ↗
Valuation

Historical multiples

33.5×

7 annual observations · snapshot P/E 20.8× · -37.7% versus history

How this is calculated ↗
Valuation

Free cash flow yield

6.2%

Annual basis · read assumptions below

How this is calculated ↗
Quality

ROIC / quality

8.2%

Normalized tax · financing-capital proxy

How this is calculated ↗
Valuation

Value composite

46/100

Annual basis · read assumptions below

How this is calculated ↗
Momentum

12–1 price momentum

Split and corporate-action verification is incomplete for these fund observations. Verified adjusted endpoints are required for 12–1 momentum.

Split and corporate-action verification is incomplete for these fund observations. Verified adjusted endpoints are required for 12–1 momentum.

How this is calculated ↗
Investment

Asset growth

-1.8%

Annual basis · read assumptions below

How this is calculated ↗
Investment

Net payout yield

Requires reported dividends, repurchases and issuance; missing values are not zero.

Requires reported dividends, repurchases and issuance; missing values are not zero.

How this is calculated ↗
Quality

Accrual quality

-0.9%

Annual basis · read assumptions below

How this is calculated ↗
Momentum

Fundamental momentum

2.5%

Annual basis · read assumptions below

How this is calculated ↗

Follow the cash

ANNUAL · USD

Operating cash flow and reinvestment over time

USD · bar maximum 4.7B2020-12-31: cfo $2,881,000,000.002020-12-31: capex $207,000,000.0020202021-12-31: cfo $3,123,000,000.002021-12-31: capex $179,000,000.0020212022-12-31: cfo $3,554,000,000.002022-12-31: capex $225,000,000.0020222023-12-31: cfo $3,542,000,000.002023-12-31: capex $190,000,000.0020232024-12-31: cfo $4,609,000,000.002024-12-31: capex $406,000,000.0020242025-12-31: cfo $4,662,000,000.002025-12-31: capex $373,000,000.002025
Operating cash flowCapital expenditure

Annual USD. Negative bars use a compressed lower scale. Hover or inspect the financial history table for exact values.

Make the assumptions yours

Personal inputs stay in this browser. Blank fields retain published inputs. Five-year forecast; zero net borrowing. Required return must exceed terminal growth.

How sensitive is the valuation?

DCF per-share sensitivity · includes reviewed preferred and minority-owner claims · rows: required return · columns: growth
Return / Growth3.0%5.0%7.0%
8.0%
10.0%
12.0%

Annual financial history

Open SEC filings ↗
Fiscal year-endRevenueNet incomeOperating cash flowCapital expenditureAssets
2025-12-3112.6B3.4B4.7B373M136.9B
2024-12-3111.8B2.8B4.6B406M139.4B
2023-12-319.9B2.4B3.5B190M136.1B
2022-12-319.6B1.5B3.6B225M194.3B
2021-12-319.2B4.1B3.1B179M193.5B
2020-12-318.2B2.1B2.9B207M126.2B
2019-12-316.5B2B2.7B153M94.5B
2018-12-316.3B2B2.5B134M92.8B

USD, abbreviated. Restated annual history; not a point-in-time backtest. Missing values appear as dashes.

Trace the inputs

MODEL ANNUAL PERIOD
InputValueSEC tag / sourceFiled
revenue12.6BRevenueFromContractWithCustomerExcludingAssessedTax2026-02-05
netIncome3.4BProfitLoss
Explicit consolidated amount, including the portion attributable to noncontrolling interests.
2026-02-05
Parent/common earnings proxy3.3BNetIncomeLoss2026-02-05
cfo4.7BNetCashProvidedByUsedInOperatingActivities2026-02-05
capex373MReviewed manual correction
Reviewed consolidated cash-flow statement capital-expenditure amount retained without changing the existing PP&E proxy definition. The PP&E-only cash-flow proxy excludes $418m of separately capitalized software development. The issuer subtracts both from CFO in its own free cash flow. Section 31 timing and consolidated minority-owned operations also affect interpretation.
2026-02-05
operatingIncome4.9BOperatingIncomeLoss2026-02-05
assets136.9BAssets2026-02-05
equity29BStockholdersEquityIncludingPortionAttributableToNoncontrollingInterest
Explicit consolidated amount, including the portion attributable to noncontrolling interests.
2026-02-05
Parent book equity proxy28.9BStockholdersEquity2026-02-05
debt18.6BReviewed manual correction
Note 10 debt carrying schedule: $18,609m senior notes; no current senior-note maturity. Commercial paper is separately recorded in shortDebt, preventing the former double count of the full current-debt balance.
2026-02-05
shortDebt1BReviewed manual correction
Note 10 explicitly reports 1035m commercial paper. Current senior-note maturities, if any, belong to reviewed debt and are excluded from this separate borrowing field.
2026-02-05
cash837MCashAndCashEquivalentsAtCarryingValue2026-02-05
shares575MWeightedAverageNumberOfDilutedSharesOutstanding2026-02-05
dividends1.1BPaymentsOfDividendsCommonStock2026-02-05
buybacks1.3BPaymentsForRepurchaseOfCommonStock2026-02-05
issuanceNot reported under a supported tag