CME Group's third-quarter revenue rose 13% to $1.7 billion, mostly from transaction and clearing fees. Its market data business hit a record $243.1 million in the three months ending in September, accounting for about 14% of total revenue. The author argues data revenue is not yet large enough to offset weak trading periods, but it has been consistent and grows at a fairly predictable pace even when transaction and clearing fees fall. The article notes that CME's long-term growth trend has held through several market cycles, and the stock has recovered fairly quickly from setbacks despite being sensitive to surprises. The author concludes that taking a stake in CME may still be a reasonable choice even though data is not a game changer.
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