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Company Analysis

StoneX Group Inc. SNEX

A comprehensive view of key metrics, scores, and financial health for StoneX Group Inc.

Overview of StoneX Group Inc.

SNEX NMS
Financial Services Capital Markets Framework: Asset Management & Capital Markets Mid Cap
StoneX Group Inc. (SNEX), is a Mid Cap company, in the Capital Markets industry, last closed at $53.91, about 828.9% undervalued vs fair value, +40.9% 1Y return, placing in the top 25% of its sector.
Metrics P/E 11.0× Rev Growth 32.5% ROE 15.0% Gross Margin 2.0% Div Yield 3.38%
USD 53.91
2.04%
(Delayed)
• Vol 90d: 51.7%
52-Week Range
Market Cap
$6.50B
Enterprise Value
$27.28B
Overall Score
View breakdown
Overall
Growth
Fair
Profitability
Fair
Health
Fair
Efficiency
Weak
Valuation
Good
Growth
Fair
Profitability
Fair
Health
Fair
Efficiency
Weak
Valuation
Good
Completeness: 100%
Confidence: 98%
Updated: Oct 31
Top Beats

Quick Facts

Website https://www.stonex.com
HQ New York, NY
Employees 5,436
Fiscal year Sep 30

Next Events

Earnings Nov 23 Estimated

Fair Value Snapshot

Bear Base Bull
$378
$501
$685
Current: $53.91 +829% vs base

Engine Room Money Flow™

Mid Cap

Asset Management & Capital Markets - Where revenue goes and how value is created

Flow Steps
Total Revenue
$132.4B
32.5%%
Operating Income (FRE Proxy)
$1.9B
23.4%%
EBITDA
$2.0B
23.3%%
Net Income
$305.9M
17.3%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Asset Management & Capital Markets

Quality & Reliability Indicators

Operating Margin (FRE Proxy)
1.4%
Poor

Operating Income / Revenue — proxy for Fee-Related Earnings margin

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Where It Leaks

Cash Flow Health some concerns
Moderate efficiency issues detected. Review active leaks below for improvement areas.
1
Active Leaks
0/1
Improving
1
High Impact
0
Critical
Moat Analysis Asset Management Specialized

Competitive Advantage Assessment

Evaluating StoneX Group Inc.'s durable competitive advantages across 6 defense dimensions

Overall Moat Strength
58
/100
Moderate
Scores based on quantitative metrics and qualitative factors
Full moat analysis

Key strengths

  • Consistent Fee Structure Fee margin stability is solid (score 1.00).
  • Durable Capital Returns Return durability is high (score 0.79).

Key risks

  • Elevated Leverage Leverage is elevated vs peers (score 0.03).

The dashed ring is the peer median. Defense scores are percentile ranks against peers, so 50 is roughly the typical company in this group.

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Fee Revenue Quality

Moderate
65
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Signals, strengths and risks for Fee Revenue Quality

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Signals, strengths and risks for Client Retention & Revenue Stickiness

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Signals, strengths and risks for Compensation Discipline

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Signals, strengths and risks for Capital Efficiency

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Signals, strengths and risks for Earnings Quality & Cash Conversion

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Signals, strengths and risks for Balance Sheet Strength

Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Asset Managers, Capital Markets & Exchanges vs Industry Peers 100% Coverage
Trade-Off Triangle Visualization A ternary plot showing SNEX's balance between Growth (50.7%), Profitability (29.5%), and Safety (19.8%). Growth 51% Safety 20% Profitability 29%

Click axes to expand details. Marker shows current allocation.

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Growth

66th percentile vs peers
67
Key Signals
Rev Growth YoY 32.5% 81p EPS Growth YoY 11.0% 56p Revenue CAGR 3Y 26.1% 71p EPS CAGR 3Y 10.0% 45p
Strengths
  • Rev Growth YoY in top 20% of peers (32.5%, 81th percentile)
  • Growth above peer median with strong metric coverage (100%)
Risks

No significant risks identified for this axis.

Profitability

38th percentile vs peers
39
Key Signals
Strengths
Risks
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Safety

25th percentile vs peers
26
Key Signals
Strengths
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Two Futures

Scenario-based fair value ranges for StoneX Group Inc..

Loading valuation model...
Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

  • Recently listed companies (IPOs, SPACs)
  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
-
- - -
- upside
-
Base
$500.75
- - -
+828.9% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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