Mar. 5 at 8:44 AM
$OTCM OTC Markets Group (OTCM) is an absolute cash machine and a textbook "moat" play. Following their record 2025 earnings reported on March 4, 2026, the company confirmed its virtual monopoly in the OTC space with a 13% revenue jump to
$125.3 million and a debt-free balance sheet. With elite 31.5% operating margins and a sticky, 85% subscription-based revenue model, this business scales with incredible efficiency. Management is perfectly aligned with us, holding 35% of shares and returning over 32 million to investors last year through buybacks and dividends. At a current price of
$52.50 and a 2026 consensus EPS of
$2.81, OTCM is trading at an incredibly attractive 18.7x forward P/E—a steal for a dominant market leader crushing estimates.