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Upturn AI SWOT - About
SNEX 
Stonex Group Inc (SNEX)
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Upturn Advisory Summary
08/29/2025: SNEX (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
2 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $115
1 Year Target Price $115
| 2 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -6% | Avg. Invested days 36 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/29/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 5.33B USD | Price to earnings Ratio 17.44 | 1Y Target Price 115 |
Price to earnings Ratio 17.44 | 1Y Target Price 115 | ||
Volume (30-day avg) 2 | Beta 0.57 | 52 Weeks Range 50.31 - 102.63 | Updated Date 08/30/2025 |
52 Weeks Range 50.31 - 102.63 | Updated Date 08/30/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 5.86 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2025-08-05 | When - | Estimate 1.41 | Actual 1.22 |
Profitability
Profit Margin 0.23% | Operating Margin (TTM) 0.26% |
Management Effectiveness
Return on Assets (TTM) 0.99% | Return on Equity (TTM) 16.56% |
Valuation
Trailing PE 17.44 | Forward PE - | Enterprise Value 20796853503 | Price to Sales(TTM) 0.04 |
Enterprise Value 20796853503 | Price to Sales(TTM) 0.04 | ||
Enterprise Value to Revenue 0.16 | Enterprise Value to EBITDA 11.14 | Shares Outstanding 52164600 | Shares Floating 43914738 |
Shares Outstanding 52164600 | Shares Floating 43914738 | ||
Percent Insiders 9.97 | Percent Institutions 78.49 |
Upturn AI SWOT
Stonex Group Inc
Company Overview
History and Background
Stonex Group Inc. traces its roots back to 1924 as a grain brokerage. Over time, it has evolved into a diversified financial services firm, focusing on global markets and risk management. Significant milestones include expansion into energy and precious metals trading, and the acquisition of various financial services companies to broaden its service offerings.
Core Business Areas
- Global Payments: Provides payment solutions to businesses, financial institutions, and other organizations globally, facilitating cross-border payments and foreign exchange transactions.
- Securities: Offers a range of securities services, including execution, clearing, and prime brokerage, for institutional and professional traders.
- Commodities: Provides brokerage services for a wide array of commodity products, including agricultural products, energy, and metals.
Leadership and Structure
The leadership team comprises experienced executives in finance and commodities. The organizational structure is hierarchical, with distinct divisions focusing on specific business segments.
Top Products and Market Share
Key Offerings
- Foreign Exchange Services: Provides spot and forward contracts for international currencies. Market share data is difficult to pinpoint precisely due to fragmentation, but Stonex is a significant player in specific niches. Competitors include major banks and FX brokers like IG Group, Saxo Bank, and Interactive Brokers.
- Market Share (%):
- Market Share (%):
- OTC Commodities Brokerage: Facilitates over-the-counter (OTC) trading of commodities, including agricultural products, energy and metals. Market share data is not readily available. Competitors include Marex Spectron, INTL FCStone, and ED&F Man.
Market Dynamics
Industry Overview
The global financial services industry is characterized by increasing regulation, technological advancements, and heightened competition. Consolidation is occurring as firms seek to gain scale and efficiency.
Positioning
Stonex Group Inc. positions itself as a diversified financial services provider with a focus on global markets. Its competitive advantage lies in its broad range of services and expertise in niche areas like OTC commodities.
Total Addressable Market (TAM)
The TAM for global financial services is estimated to be in the trillions of dollars. Stonex Group Inc. is positioned to capture a portion of this market through its diversified service offerings and global presence.
Upturn SWOT Analysis
Strengths
- Diversified revenue streams
- Global presence
- Experienced management team
- Strong risk management capabilities
- Established relationships with clients
Weaknesses
- Reliance on commodity market volatility
- Exposure to regulatory changes
- Smaller market capitalization compared to major competitors
- Susceptibility to market fluctuations
Opportunities
- Expansion into new geographic markets
- Increased demand for risk management services
- Acquisitions of complementary businesses
- Technological advancements in trading platforms
- Increasing regulatory compliance requirements
Threats
- Increased competition from larger financial institutions
- Economic downturns impacting trading volumes
- Geopolitical risks affecting global markets
- Cybersecurity threats
- Changes in government regulations
Competitors and Market Share
Key Competitors
- INTL
- CME
- ICE
Competitive Landscape
Stonex Group Inc. faces competition from larger financial institutions with greater resources. However, it differentiates itself through its focus on niche markets and expertise in specific areas.
Major Acquisitions
Gain Capital Holdings, Inc.
- Year: 2020
- Acquisition Price (USD millions): 236
- Strategic Rationale: Gain Capital broadens StoneX's footprint in the retail foreign exchange and contract for difference (CFD) space.
Growth Trajectory and Initiatives
Historical Growth: Stonex Group Inc. has experienced consistent growth in revenue and earnings over the past several years, driven by its diversified business model and global expansion.
Future Projections: Analysts project continued growth for Stonex Group Inc. in the coming years, driven by increasing demand for its services and strategic acquisitions.
Recent Initiatives: Recent initiatives include expanding its global presence, investing in technology, and launching new products and services.
Summary
Stonex Group Inc. is a diversified financial services firm with a global presence and strong risk management capabilities. Its diversified revenue streams and experienced management team are working well. However, it needs to be wary of increasing competition from larger financial institutions and regulatory changes. Stonex's exposure to market volatility is also a risk factor to monitor.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings
- Analyst reports
- Industry publications
Disclaimers:
The information provided is for informational purposes only and should not be construed as investment advice. Market share data is approximate and may vary depending on the source.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Stonex Group Inc
Exchange NASDAQ | Headquaters New York, NY, United States | ||
IPO Launch date 1996-11-15 | CEO - | ||
Sector Financial Services | Industry Capital Markets | Full time employees 4773 | Website https://www.stonex.com |
Full time employees 4773 | Website https://www.stonex.com | ||
StoneX Group Inc. operates as a global financial services network that connects companies, organizations, traders, and investors to market ecosystem in the United States, Europe, South America, the Middle East, Asia, and internationally. The company operates through four segments: Commercial, Institutional, Self-Directed/Retail, and Payments. The Commercial segment provides risk management and hedging, voice brokerage, market intelligence, physical commodity trading, and commodity financing, marketing, procurement, logistics, and price management services; and engages in the execution and clearing of exchange-traded and OTC products.This segment also acts as an institutional dealer in fixed income securities to serve asset managers, commercial bank trust and investment departments, broker-dealers, and insurance companies; and engages in asset management business. The Self-Directed/Retail segment provides trading services and solutions in the global financial markets, including spot foreign exchange, precious metals trading, contracts for differences, and spread bets; and wealth management services, as well as offers physical gold and other precious metals in various forms and denominations through Stonexbullion.com.The company was formerly known as INTL FCStone Inc. and changed its name to StoneX Group Inc. in July 2020. StoneX Group Inc. was founded in 1924 and is headquartered in New York, New York.
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