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OTC Markets Group Inc. (OTCM)

USD52.10 0.00 (+0.00%)
US OTC Financial Services Financial - Data & Stock Exchanges
Address 300 Vesey Street 10282
New York City, NY, US
CEO Robert Cromwell Coulson
IPO 2010-10-15
ISIN US67106F1084

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Description

OTC Markets Group Inc. is a significant participant in global financial markets, operating both within the United States and internationally. The company provides a comprehensive suite of trading and quotation systems. This includes the OTC Link Alternative Trading System, which serves as an interdealer platform for quotations and trade messaging; OTC Dealer, a real-time, user-facing application offering consolidated quotes, trading capabilities, and market information to enhance liquidity; and OTC FIX, which utilizes the industry-standard FIX protocol for quote submission, trade management, and routing of execution reports. Additionally, OTC Markets Group operates OTC Link Electronic Communication Networks (ECN) and OTC Link National Quotation Bureau (NQB), acting as the executing party on an agency basis for transactions carried out on these platforms. Its extensive data product portfolio features OTC Markets Real-Time Data, supplying current quote, trade, and reference information for the OTC Link ATS. It also encompasses OTC Markets Pricing and Reference Data, providing a detailed view of the securities and issuers within the OTC market, alongside various compliance-focused data solutions. Beyond trading infrastructure, OTC Markets Group offers critical disclosure and communication tools. These include the OTC Disclosure & News Service for disseminating financial reports, news, and other data; Real-Time Level 2 Quote Display, a sponsored service that enables investors to view live Level 2 quotes directly on otcmarkets.com and issuer websites; and the Blue Sky Monitoring Service, which delivers analysis, review, and expert guidance regarding adherence to U.S. securities regulations. Furthermore, the firm orchestrates Virtual Investor Conferences, allowing listed entities to connect and interact with their investor base. The company also manages key market tiers: the premium OTCQX Best Market, the growth-focused OTCQB Venture Market, and the accessible Pink Open Market. Additional services extend to providing software and analytical tools for risk and performance management within the banking and finance sectors, facilitating online capital raising, and managing OTCIQ, an investor relations portal. Originally established in 1904, the company was formerly known as Pink OTC Markets Inc. before officially rebranding as OTC Markets Group Inc. in January 2011. Its corporate headquarters are situated in New York, New York.

News Sentiment (7d)
Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD52.10 0.00 (+0.00%)
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Volume Profile
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Liquidity & share structure
Average Volume
7.3K
Beta
0.26
Float Shares
7.34M
Free Float %
61.0%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+0.76% -0.80% +1.64% +1.47% +2.69% +6.55% +9.87% -7.36% +30.14% +225.36% +1,266.50%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Price Targets & DCF
Current price
52.10
DCF (Unlevered) 106.69 +104.8%
DCF (Levered) 133.86 +156.9%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM)
Rating 2026-05 Change
Strong Buy 0 0
Buy 0 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Quality scores
Altman Z-Score
11.25
Safe zone
Piotroski F-Score
6 / 9
Average
MOAT Score
7 / 10
Strong MOAT
Composite Rating
A-
Overall Score
4 / 5
High
DCF Score
5 / 5
High
ROE Score
5 / 5
High
ROA Score
5 / 5
High
D/E Score
3 / 5
Medium
P/E Score
2 / 5
Medium
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
  • Revenue growth Financial - Data & Stock Exchanges: +11.9%
    +19.9% Q1'26: -0.1% (vs Q1'25)
  • EPS growth Financial - Data & Stock Exchanges: +19.9%
    +14.2% Q1'26: +18.0% (vs Q1'25)
  • FCF margin FCF growth · Financial - Data & Stock Exchanges: +25.6%
    +31.1% Q1'26: -2.5% (vs Q1'25)
  • EBIT margin Financial - Data & Stock Exchanges: +51.8%
    +31.5% Q1'26: +28.4% (vs Q1'25)
  • ROIC Financial - Data & Stock Exchanges: +13.5%
    Q1'26: +636.0% (vs Q1'25)
  • Share dilution Financial - Data & Stock Exchanges: +0.6%
    +0.0% Q1'26: +0.3% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Financial - Data & Stock Exchanges: -0.36×
    0.27× Q1'26: 0.23× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.27) × ERP
WACC = 98% × Ke + 2% × Kd (4.0%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 106.69 Current price: 52.10
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2015
actual
Dec 2016
actual
Dec 2017
actual
Dec 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
1 Rev. Ana.
1 EPS Ana.
Dec 2027
1 Rev. Ana.
1 EPS Ana.
Revenue
49.91M
est: 47.80M (+4.4%)
50.88M
est: 48.55M (+4.8%)
54.66M
est: 51.94M (+5.2%)
59.28M
est: 57.25M (+3.5%)
60.35M
est: 61.37M (-1.7%)
68.42M
est: 66.52M (+2.9%)
99.91M
est: 93.56M (+6.8%)
105.15M
est: 104.50M (+0.6%)
109.90M
est: 108.81M (+1.0%)
101.23M
est: 104.51M (-3.1%)
121.34M
est: 122.50M (-1.0%)
129.00M
129.00M – 129.00M
+5.3% YoY
133.09M
133.09M – 133.09M
+3.2% YoY
EBITDA
18.56M
est: 16.93M (+9.6%)
18.53M
est: 17.19M (+7.8%)
19.67M
est: 18.39M (+6.9%)
20.69M
est: 20.28M (+2.0%)
19.48M
est: 21.73M (-10.4%)
23.20M
est: 23.56M (-1.5%)
39.81M
est: 33.13M (+20.2%)
38.91M
est: 37.01M (+5.2%)
34.99M
est: 38.53M (-9.2%)
34.89M
est: 36.95M (-5.6%)
40.80M
est: 43.31M (-5.8%)
45.61M
45.61M – 45.61M
+5.3% YoY
47.06M
47.06M – 47.06M
+3.2% YoY
EBIT
16.87M
est: 15.86M (+6.4%)
16.93M
est: 16.11M (+5.1%)
18.30M
est: 17.23M (+6.2%)
19.65M
est: 18.99M (+3.4%)
17.99M
est: 20.36M (-11.7%)
21.41M
est: 22.07M (-3.0%)
37.97M
est: 31.04M (+22.3%)
36.97M
est: 34.67M (+6.6%)
32.59M
est: 36.10M (-9.7%)
32.21M
est: 34.71M (-7.2%)
38.24M
est: 40.68M (-6.0%)
42.84M
42.84M – 42.84M
+5.3% YoY
44.20M
44.20M – 44.20M
+3.2% YoY
Net Income
10.26M
est: 10.51M (-2.4%)
10.53M
est: 10.82M (-2.7%)
12.56M
est: 12.74M (-1.4%)
16.24M
est: 16.17M (+0.4%)
14.94M
est: 15.09M (-1.0%)
18.27M
est: 16.78M (+8.9%)
30.48M
est: 27.70M (+10.0%)
30.81M
est: 29.48M (+4.5%)
27.66M
est: 27.94M (-1.0%)
27.36M
est: 27.90M (-1.9%)
31.14M
est: 30.39M (+2.5%)
33.88M
33.88M – 33.88M
+11.5% YoY
35.78M
35.78M – 35.78M
+5.6% YoY
SGA
5.40M
est: 7.52M (-28.2%)
4.97M
est: 7.64M (-34.9%)
5.14M
est: 8.17M (-37.1%)
6.39M
est: 9.00M (-29.0%)
13.24M
est: 9.65M (+37.1%)
13.31M
est: 10.46M (+27.2%)
16.78M
est: 14.72M (+14.0%)
19.70M
est: 16.44M (+19.9%)
13.36M
est: 17.11M (-21.9%)
11.64M
est: 14.69M (-20.8%)
13.48M
est: 17.22M (-21.8%)
18.14M
18.14M – 18.14M
+5.3% YoY
18.71M
18.71M – 18.71M
+3.2% YoY
EPS
0.87
est: 0.89 (-2.0%)
0.92
est: 0.91 (+0.7%)
1.10
est: 1.08 (+2.2%)
1.44
est: 1.37 (+5.5%)
1.28
est: 1.27 (+0.4%)
1.56
est: 1.42 (+10.1%)
2.59
est: 2.34 (+10.7%)
2.60
est: 2.49 (+4.4%)
2.32
est: 2.36 (-1.7%)
2.29
est: 2.36 (-2.8%)
2.59
est: 2.57 (+1.0%)
2.86
2.86 – 2.86
+11.5% YoY
3.02
3.02 – 3.02
+5.6% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-08 A- 4/5 5/5 5/5 5/5 3/5 2/5 1/5
2026-05-07 A- 4/5 5/5 5/5 5/5 3/5 2/5 1/5
2026-05-06 A- 4/5 5/5 5/5 5/5 3/5 2/5 1/5
2026-05-05 A- 4/5 5/5 5/5 5/5 3/5 2/5 1/5
2026-05-04 A- 4/5 5/5 5/5 5/5 3/5 2/5 1/5
2026-05-01 A- 4/5 5/5 5/5 5/5 2/5 2/5 1/5
2026-04-30 A- 4/5 5/5 5/5 5/5 2/5 2/5 1/5
2026-04-29 A- 4/5 5/5 5/5 5/5 2/5 2/5 1/5
2026-04-28 A- 4/5 5/5 5/5 5/5 2/5 2/5 1/5
2026-04-27 A- 4/5 5/5 5/5 5/5 2/5 2/5 1/5
2026-04-24 A- 4/5 5/5 5/5 5/5 2/5 2/5 1/5
2026-04-23 A- 4/5 5/5 5/5 5/5 2/5 2/5 1/5
2026-04-22 A- 4/5 5/5 5/5 5/5 2/5 2/5 1/5
2026-04-21 A- 4/5 5/5 5/5 5/5 2/5 2/5 1/5
2026-04-20 A- 4/5 5/5 5/5 5/5 2/5 2/5 1/5
2026-04-17 A- 4/5 5/5 5/5 5/5 2/5 2/5 1/5
2026-04-16 A- 4/5 5/5 5/5 5/5 2/5 2/5 1/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
51.39M
OE per share TTM
4.33
Owner's Yield
8.02%
Maintenance CapEx ratio
7.37%
Maint CapEx / Avg PPE
20.8%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
2
Total invested
1.72M
Insider transactions (90d)
0
Beneficial owners (>5%)
0
Beneficial owners (>5%)

No beneficial ownership filings recorded.

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
2
-1 vs prev Q
New positions
0
Closed positions
1
Increased
0
Reduced
1
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 LAURUS INVESTMENT COUNSEL INC. 20.0K +— (+0.0%) 1.07M +44.6K (+4.3%) 0.17% +0.000 pp 1.05% +0.213 pp USD47.45 +12.8% 5 qtrs
2 ISTHMUS PARTNERS, LLC 12.1K -3.0K (-20.1%) 645.9K -129.1K (-16.7%) 0.10% -0.026 pp 0.07% -0.018 pp USD39.27 +36.3% 23 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 2 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Horizon Kinetics Blockchain Development ETF BCDF 2.24% 505.8K 0.85%
2 Acuitas Small Cap Active ETF AIMS 0.22% 165.9K 0.75%

Insider Activity

Insider Activity — Latest Quarter

No insider activity available.

Insider buys vs sells (history)

Insider history not available.

Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2014-09-09 CLARK CHRISTOPHER D Director / Officer D Common Stock 0 0.00 0
2004-05-10 MEHLMAN ARTHUR S Director P-Purchase A Common Stock 100 11.66 1.2K 100
2004-05-07 ROYCE CHARLES M Director / Officer S-Sale D Common Stock 17,900 12.35 221.0K 855,434
2004-05-06 ROYCE CHARLES M Director / Officer S-Sale A Common Stock 1,190 12.89 15.3K 873,334
2004-05-05 ROYCE CHARLES M Director / Officer S-Sale D Common Stock 200 13.34 2.7K 874,524
2004-04-15 MEHLMAN ARTHUR S Director D Common Stock 0 0.00 0
2003-11-07 ROYCE CHARLES M Director / Officer S-Sale D Common Stock 15,000 12.52 187.8K 344,656
2003-11-06 ROYCE CHARLES M Director / Officer S-Sale D Common Stock 15,000 12.37 185.6K 359,656

Executive team

Top executives
EBIT / Employee
285.3K
Shares Outstanding
12.04M

Executive compensation

Executive compensation (annual)

Executive compensation not available.

CEO compensation breakdown

No CEO compensation history available.

Proxy statements

Proxy statements (DEF 14A)

No proxy statements available for this company yet.

Recent SEC filings

Recent SEC filings

No SEC filings available for this company yet.

Executive team

NameTitleCompensationGender
Michael Richard Modeski President of OTC Link LLC 976.9K male
Daniel Zinn Chief of Staff, General Counsel & Corporate Secretary 822.2K male
Robert Cromwell Coulson President, Chief Executive Officer & Director 793.5K male
Jason L. Paltrowitz Executive Vice President of Corporate Services 792.9K male
Antonia Georgieva Chief Financial Officer 721.5K female
Matthew Fuchs Executive Vice President of Market Data Licensing 693.6K male
Lisabeth Heese Executive Vice President of Issuer & Information Services 631.1K female
Bruce Ostrover Chief Technology Officer 564.0K male
Kristie Harkins Chief Marketing Officer female
Joe Oltmanns Senior Vice President of Corporate Services - U.S.
John Viglotti SVP of Corporate Services - Investor Access
Chris King Senior Vice President of Corporate Services - International
ESG Score History

No data available for this company.

Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits