Overview Dividends

(SNEX) Stonex - Ratings and Ratios

Exchange: NASDAQ • Country: United States • Currency: USD • Type: Common Stock • ISIN: US8618961085

Financial Services, Risk Management, Trading, Commodity Financing

SNEX EPS (Earnings per Share)

EPS Growth (3Y CAGR): -62.50%
EPS Trend (3Y Correlation): -76.6%

SNEX Revenue

Revenue Growth (3Y CAGR): 31.56%
Revenue Trend (3Y Correlation): 94.7%

Risk via 10d forecast
Volatility	36.2%
Value at Risk 5%th	50.8%

Reward
Sharpe Ratio	0.93
Alpha	29.50

Character
Hurst Exponent	0.490
Beta	0.440

Drawdowns 3y
Max DD	24.07%
Mean DD	7.04%

Description: SNEX Stonex November 05, 2025

StoneX Group Inc. (NASDAQ: SNEX) is a diversified, global financial-services firm that links corporates, traders, investors and institutions to markets across the United States, Europe, South America, the Middle East, Asia and beyond.

It operates through four distinct segments:

Commercial: offers risk-management and hedging, voice brokerage, market intelligence, physical commodity trading, financing, procurement, logistics and price-management services, plus execution and clearing of exchange-traded and OTC products. It also acts as an institutional dealer in fixed-income securities and runs an asset-management business.
Institutional: (implicitly included in the Commercial description) serves asset managers, bank trusts, broker-dealers and insurers with dealer-level fixed-income execution.
Self-Directed / Retail: provides online trading in spot FX, precious metals, CFDs and spread bets, wealth-management solutions, and sells physical gold and other bullion via Stonexbullion.com.
Payments: facilitates cross-border and domestic payment processing for corporate and individual clients.

Key recent metrics (FY 2023, disclosed in the company’s Form 10-K) show total revenue of **$2.2 billion**, a **5 % year-over-year increase**, and adjusted EBITDA of **$380 million**, reflecting strong demand for commodity-risk-management services amid volatile energy prices.

Sector drivers that materially affect StoneX’s outlook include:

**Commodity price cycles** – higher oil, natural-gas and agricultural prices boost trading volumes and financing fees.
**Foreign-exchange volatility** – geopolitical tensions and divergent monetary policies raise client demand for hedging and spot FX execution.
**Interest-rate environment** – rising rates increase margins on fixed-income dealing but can suppress discretionary retail trading activity.

The company, founded in 1924 and formerly known as INTL FCStone, rebranded to StoneX Group in July 2020 and is headquartered in New York, NY.

For a deeper quantitative view, you may find ValueRay’s analyst tools useful for tracking StoneX’s valuation metrics and peer comparisons.

SNEX Stock Overview

Market Cap in USD	4,647m
Sub-Industry	Investment Banking & Brokerage
IPO / Inception	1996-11-15
Return 12m vs S&P 500	18.4%
Analyst Rating	5.0 of 5

SNEX Dividends

Currently no dividends paid

SNEX Growth Ratios

CAGR	28.24%
CAGR/Max DD Calmar Ratio	1.17
CAGR/Mean DD Pain Ratio	4.01
Current Volume	201k
Average Volume	327.9k

Piotroski VR‑10 (Strict, 0-10) 3.0

Net Income (296.9m TTM) > 0 and > 6% of Revenue (6% = 7.85b TTM)

FCFTA 0.03 (>2.0%) and ΔFCFTA 0.35pp (YES ≥ +1.0pp, WARN ≥ +0.5pp)

NWC/Revenue -14.72% (prev 22.33%; Δ -37.05pp) (YES ≤20% & Δ≤-1pp; WARN ≤25% & Δ≤0 oder ≤40% & Δ≤-3pp)

CFO/TA 0.03 (>3.0%) and CFO 1.05b > Net Income 296.9m (YES >=105%, WARN >=100%)

Net Debt (12.71b) to EBITDA (1.87b) ratio: 6.81 <= 3.0 (WARN <= 3.5)

Current Ratio 0.34 (target 1.5–3.0; WARN 1.2–<1.5 or >3.0–5.0; CFO/TA gate active)

Outstanding Shares last Quarter (49.3m) change vs 12m ago 55.32% (target <= -2.0% for YES)

Gross Margin 1.76% (prev 2.26%; Δ -0.50pp) >=18% & Δ>=+0.5pp (WARN >=15% & Δ>=0)

Asset Turnover 434.6% (prev 329.3%; Δ 105.3pp) >=50% & Δ>=+2pp (WARN >=35% & Δ>=0)

Interest Coverage Ratio 1.29 (EBITDA TTM 1.87b / Interest Expense TTM 1.38b) >= 6 (WARN >= 3)

Altman Z'' -3.08

(A) -0.56 = (Total Current Assets 9.90b - Total Current Liabilities 29.15b) / Total Assets 34.27b

(B) 0.05 = Retained Earnings (Balance) 1.61b / Total Assets 34.27b

(D) 0.05 = Book Value of Equity 1.60b / Total Liabilities 32.29b

Total Rating: -3.08 = (6.56 * A) + (3.26 * B) + (6.72 * C) + (1.05 * D)

ValueRay F-Score (Strict, 0-100) 57.33

1. Piotroski 3.0pt = -2.0

2. FCF Yield 4.99% = 2.49

3. FCF Margin 0.76% = 0.19

4. Debt/Equity 8.34 = -2.50

5. Debt/Ebitda 6.81 = -2.50

6. ROIC - WACC (= 5.62)% = 7.02

7. RoE 16.16% = 1.35

8. Rev. Trend 94.73% = 7.10

9. EPS Trend -76.63% = -3.83

What is the price of SNEX shares?

As of November 12, 2025, the stock is trading at USD 89.92 with a total of 200,956 shares traded.
Over the past week, the price has changed by +5.64%, over one month by -7.65%, over three months by +0.57% and over the past year by +36.64%.

Is Stonex a good stock to buy?

Neither. Based on ValueRay´s Fundamental Analyses, Stonex is currently (November 2025) neither a good nor a bad stock to buy. It has a ValueRay Fundamental Rating of 57.33 and therefor a neutral outlook according to the companies health.
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of SNEX is around 108.86 USD . This means that SNEX is currently undervalued and has a potential upside of +21.06% (Margin of Safety).

Is SNEX a buy, sell or hold?

Stonex has received a consensus analysts rating of 5.00. Therefore, it is recommended to buy SNEX.

Strong Buy: 2
Buy: 0
Hold: 0
Sell: 0
Strong Sell: 0

What are the forecasts/targets for the SNEX price?

Issuer	Target	Up/Down from current
Wallstreet Target Price	116	29%
Analysts Target Price	116	29%
ValueRay Target Price	115.5	28.4%

SNEX Fundamental Data Overview November 09, 2025

Market Cap USD = 4.65b (4.65b USD * 1.0 USD.USD)
P/E Trailing = 15.1738
P/S = 0.0359
P/B = 2.7073
Beta = 0.44
Revenue TTM = 130.79b USD
EBIT TTM = 1.78b USD
EBITDA TTM = 1.87b USD
Long Term Debt = 16.22b USD (from longTermDebt, last quarter)
Short Term Debt = 15.41b USD (from shortTermDebt, last quarter)
Debt = 16.51b USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 12.71b USD (from netDebt column, last quarter)
Enterprise Value = 19.85b USD (4.65b + Debt 16.51b - CCE 1.31b)
Interest Coverage Ratio = 1.29 (Ebit TTM 1.78b / Interest Expense TTM 1.38b)
FCF Yield = 4.99% (FCF TTM 989.9m / Enterprise Value 19.85b)
FCF Margin = 0.76% (FCF TTM 989.9m / Revenue TTM 130.79b)
Net Margin = 0.23% (Net Income TTM 296.9m / Revenue TTM 130.79b)
Gross Margin = 1.76% ((Revenue TTM 130.79b - Cost of Revenue TTM 128.49b) / Revenue TTM)
Gross Margin QoQ = 1.87% (prev 1.60%)
Tobins Q-Ratio = 0.58 (Enterprise Value 19.85b / Total Assets 34.27b)
Interest Expense / Debt = 2.37% (Interest Expense 391.4m / Debt 16.51b)
Taxrate = 25.93% (22.2m / 85.6m)
NOPAT = 1.32b (EBIT 1.78b * (1 - 25.93%))
Current Ratio = 0.34 (Total Current Assets 9.90b / Total Current Liabilities 29.15b)
Debt / Equity = 8.34 (Debt 16.51b / totalStockholderEquity, last quarter 1.98b)
Debt / EBITDA = 6.81 (Net Debt 12.71b / EBITDA 1.87b)
Debt / FCF = 12.84 (Net Debt 12.71b / FCF TTM 989.9m)
Total Stockholder Equity = 1.84b (last 4 quarters mean from totalStockholderEquity)
RoA = 0.87% (Net Income 296.9m / Total Assets 34.27b)
RoE = 16.16% (Net Income TTM 296.9m / Total Stockholder Equity 1.84b)
RoCE = 9.86% (EBIT 1.78b / Capital Employed (Equity 1.84b + L.T.Debt 16.22b))
RoIC = 8.67% (NOPAT 1.32b / Invested Capital 15.21b)
WACC = 3.05% (E(4.65b)/V(21.16b) * Re(7.64%) + D(16.51b)/V(21.16b) * Rd(2.37%) * (1-Tc(0.26)))
Discount Rate = 7.64% (= CAPM, Blume Beta Adj.) -> floored to rf + 0.7*ERP = 8.05%
Shares Correlation 3-Years: 100.0 | Cagr: 2.20%
[DCF Debug] Terminal Value 70.46% ; FCFE base≈857.5m ; Y1≈563.0m ; Y5≈257.5m
Fair Price DCF = 96.99 (DCF Value 5.06b / Shares Outstanding 52.2m; 5y FCF grow -40.0% → 3.0% )
EPS Correlation: -76.63 | EPS CAGR: -62.50% | SUE: -4.0 | # QB: 0
Revenue Correlation: 94.73 | Revenue CAGR: 31.56% | SUE: 1.25 | # QB: 8

Additional Sources for SNEX Stock

News: Wall Street Journal | Benzinga | Yahoo Finance
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle