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SNEX

BULLISH
$106.03 Live
StoneX Group Inc. · NASDAQ
Target $107.0 (+0.9%)
$52.0 52W Range $107.92

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated Apr 20, 2026
Market cap
$8.34B
P/E
23.77
ROE
16.7%
Profit margin
0.3%
Debt/Equity
8.06
Dividend yield
N/A

AI Analysis

AI-powered fundamental assessment

Confidence
82%
SNEX exhibits a stable financial foundation with a Piotroski F-Score of 6/9 and explosive growth metrics. While the current price of $106.03 is significantly above the defensive Graham Number ($56.77), it remains below the growth-based Intrinsic Value of $131.57, suggesting room for appreciation. The company is delivering exceptional YoY earnings growth (47.9%) and a consistent track record of earnings beats. However, the valuation is balanced against extreme leverage (Debt/Equity of 8.06) and razor-thin profit margins typical of high-volume capital markets firms.

Key Strengths

Exceptional growth trajectory with 39.6% YoY revenue growth and 47.9% earnings growth
Strong earnings track record with 3 of the last 4 quarters beating estimates
Impressive ROE of 16.74%, indicating efficient use of shareholder equity
Extremely low Price-to-Sales ratio (0.06), suggesting high revenue efficiency relative to market cap
Strong 1-year price momentum (+98.1%) and proximity to 52-week highs

Key Risks

Extreme leverage with a Debt/Equity ratio of 8.06, far exceeding the sector average of 1.40
Razor-thin profit margins (0.25%) leave little room for operational error or market downturns
Low insider sentiment (40/100) suggests a lack of conviction from internal management
Lack of dividend yield provides no downside protection for long-term holders
High sensitivity to capital market volatility given the industry and leverage profile
AI Fair Value Estimate
Based on comprehensive analysis
$118.5
+11.8% above current price

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall
60
Strong
Value
65
Future
95
Past
90
Health
50
Dividend
0
AI Verdict
Strong Growth Play
Key drivers: Earnings acceleration, Revenue growth, Intrinsic value upside
Confidence
85%
Value
65/100

Ref P/E 23.77, Graham Number $56.77

Positives
  • P/S ratio is extremely low
  • Forward P/E (17.13) is lower than current P/E
Watchpoints
  • Trades at a significant premium to Graham Number ($56.77)
Future
95/100

Ref Revenue Growth 39.6%, Earnings Growth 47.9%

Positives
  • Q/Q Earnings growth of 63.3%
  • Consistent EPS surprises
Watchpoints
  • Dependence on volatile capital markets
Past
90/100

Ref Historical Price Performance and Earnings Track Record

Positives
  • 5Y Change of +445.4%
  • Consistent history of beating EPS estimates
Watchpoints
  • Historical volatility in 2017 and 2021
Health
50/100

Ref Piotroski F-Score, Debt/Equity

Positives
  • Piotroski F-Score of 6/9 (Stable)
Watchpoints
  • Debt/Equity of 8.06 is a major red flag
  • Current ratio (1.06) is tight
Dividend
0/100

Ref Dividend Yield N/A

Positives
No standout positives identified.
Watchpoints
  • No dividend payout
  • 0/100 Dividend Strength

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price
$106.03
Analyst Target
$107.0
Upside/Downside
+0.9%

Multi-Horizon Performance vs Peers

Price momentum across 5Y → 1W horizons for SNEX and closest competitors.

Updated 2026-04-17
SNE
StoneX Group Inc.
Primary
5Y
+445.4%
3Y
+244.0%
1Y
+98.1%
6M
+58.6%
1M
+52.2%
1W
+14.1%
BOK
BOK Financial Corporation
Peer
5Y
+89.8%
3Y
+43.0%
1Y
+22.1%
6M
+26.9%
1M
+8.8%
1W
+3.0%
BPO
Popular, Inc.
Peer
5Y
+138.1%
3Y
+95.5%
1Y
+24.0%
6M
+7.1%
1M
-3.2%
1W
-4.8%
GGA
Grupo Financiero Galicia S.A.
Peer
5Y
+740.1%
3Y
+417.2%
1Y
-5.0%
6M
+41.4%
1M
+8.9%
1W
+3.7%
AXS
AXIS Capital Holdings Limited
Peer
5Y
+139.7%
3Y
+87.3%
1Y
+17.7%
6M
+5.2%
1M
-6.3%
1W
+2.1%

Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.

Historical Performance Trends

Long-term financial metrics and growth patterns

Revenue & Net Income

Profit & Operating Margins

Return on Equity (ROE)

Quarterly Revenue Growth

Historical data shows last 12 quarters (3 years)

Valuation Metrics

Key valuation ratios and pricing indicators

P/E Ratio
23.77
Forward P/E
17.13
PEG Ratio
N/A
P/B Ratio
3.3
P/S Ratio
0.06
EV/Revenue
-0.03
EV/EBITDA
N/A
Market Cap
$8.34B

Profitability

Profit margins and return metrics

Profit Margin 0.25%
Operating Margin 0.49%
Gross Margin 1.52%
ROE 16.74%
ROA 0.93%

Growth

Revenue and earnings growth rates

Revenue Growth +39.6%
Earnings Growth +47.9%
Q/Q Revenue Growth +39.72%
Q/Q Earnings Growth +63.3%

Financial Health

Balance sheet strength and liquidity metrics

Debt/Equity
8.06
High debt
Current Ratio
1.06
Good
Quick Ratio
1.03
Good
Cash/Share
$424.23

Financial Statement Flow

Interactive flow visualization showing how money moves through the company Q4 2025

Revenue
$39.0B
Gross Margin
2.3%
Op. Margin
1.7%
Net Margin
0.4%
Total Assets
$47.8B
Liabilities
$45.3B
Equity
$2.5B
Debt/Equity
17.95x
Operating CF
$-1.3B
CapEx
$-0.0B
Free Cash Flow
$-1.3B
FCF Yield
101%

Quarterly Earnings History

EPS performance vs analyst estimates

2026-05-06
$N/A
2026-02-04
$1.67
+26.3% surprise
2025-11-24
$1.08
+6.9% surprise
2025-08-05
$0.96
+0.5% surprise

Financial Services Sector Comparison

Comparing SNEX against 551 companies in the Financial Services sector (102 bullish, 225 neutral, 224 bearish)
P/E Ratio
23.77
This Stock
vs
42.93
Sector Avg
-44.6% (Discount)
Return on Equity (ROE)
16.74%
This Stock
vs
-0.56%
Sector Avg
-3110.3% (Below Avg)
Profit Margin
0.25%
This Stock
vs
49.82%
Sector Avg
-99.5% (Weaker)
Debt to Equity
8.06
This Stock
vs
1.4
Sector Avg
+475.3% (Higher)
Revenue Growth
39.6%
This Stock
vs
40.32%
Sector Avg
-1.8% (Slower)
Current Ratio
1.06
This Stock
vs
3.49
Sector Avg
-69.6% (Weaker)

Similar Companies

Peer comparison within the same industry

SEC Filings

Recent regulatory filings from the SEC EDGAR database

8-K
8-K
2026-03-13
8-K
8-K
2026-03-12
8-K
8-K
2026-02-04

SNEX likely filed this 8-K to announce its fourth-quarter and full-year financial results.

10-Q
10-Q
2026-02-04

SNEX operates a global business across four segments—commercial, institutional, self-directed/retail, and payments—serving clients in over 180 countries. The company recently expanded its Independent Wealth capabilities through the acquisition of GEA Capital assets on October 7, 2025. While risk factors are referenced in Item 1A, specific details were not provided in the excerpt.

DEF 14A
DEF 14A
2026-01-26

SNEX filed a definitive proxy statement on January 26, 2026, providing shareholders with necessary information to vote on matters at the company's upcoming meeting.

10-K
10-K
2025-11-28

SNEX filed its 10-K annual report on November 28, 2025, which includes detailed sections on business operations, risk factors, and management's discussion and analysis of financial condition. Specific financial highlights and risk details were not provided in the available excerpts.

8-K
8-K
2025-11-24
8-K
FORM 8-K
2025-08-29
8-K
8-K
2025-08-18
10-Q
10-Q
2025-08-07

SNEX expanded its operations through the acquisition of R.J. O’Brien on July 31, 2025, for approximately $610.6 million in cash and 3,085,554 shares of common stock, while assuming $125.7 million in debt. The company operates across four segments: commercial, institutional, self-directed/retail, and payments. While specific risk factors were not detailed in the excerpt, the acquisition introduces significant new debt and integration requirements.

8-K
8-K
2025-08-05
8-K
8-K
2025-07-31
8-K
8-K
2025-07-08
8-K
8-K
2025-06-24
8-K
8-K
2025-06-23
Data sourced from SEC EDGAR. AI summaries generated automatically.

Wall Street Analysts

Professional analyst ratings and price targets

Consensus
STRONG_BUY
1 analysts
Jefferies
2026-02-02
Maintains
Buy Buy

Past News Coverage

Recent headlines mentioning SNEX from our newsroom.

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