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Upturn AI Summary - About
Stonex Group Inc(SNEX)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for SNEX
09/28/2026: SNEX (3-star) is currently NOT-A-BUY. Pass it for now.
StoneX Group Inc. is a diversified financial services organization that provides execution, risk management, and clearing services to a global client base. The company's main strength lies in its ability to bridge the gap between institutional and retail clients across multiple asset classes, supported by a significant global clearing infrastructure. A primary growth opportunity involves the expansion of its high-margin Global Payments platform and continued penetration in the retail brokerage market. Key risks include exposure to cyclical trading volumes, stiff competition from established financial giants, and the ongoing need for regulatory compliance. The stock may best suit investors looking for exposure to financial services growth and market volatility through a company with a proven track record of acquisition-led expansion.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | The company has demonstrated a consistent ability to grow revenue and market share through strategic acquisitions. |
| Momentum investor | Mixed fit | Performance is highly sensitive to market volatility, which can create periods of rapid price appreciation or stagnation. |
| Value investor | Strong fit | The stock frequently trades at moderate multiples relative to its growth trajectory and financial strength. |
| Dividend investor | Weak fit | The company does not pay a dividend, focusing instead on capital reinvestment. |
| Low-risk investor | Weak fit | Exposure to market volatility and the financial services sector makes the stock subject to higher-than-average beta. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium / high | Financial markets volatility directly impacts trading volumes and client activity. |
| Valuation risk | Medium | Valuations are subject to market sentiment regarding the future growth of financial services firms. |
| Competition risk (brokerage & clearing) | High | Competition from low-cost brokerage firms and large universal banks pressures margins. |
| Business quality | Medium | As a service-based model, the company relies heavily on recurring client relationships and market trust. |
| Dividend income | Low / none | No dividend payments provide no income floor for investors. |
| Execution risk | Medium | Successful growth depends on the complex integration of future acquisitions and regulatory compliance. |
Price Behavior
Rolling Over
The price momentum is slowing down and beginning to turn downward.
Choppy
The stock has experienced frequent reversals and pronounced short-term price swings.
Analysis of Past Performance
Type Stock | Historic Profit 29.72% | Avg. Invested days 40 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 09/28/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 7.95B USD | Price to earnings Ratio 18.25 | 1Y Target Price 75 |
Price to earnings Ratio 18.25 | 1Y Target Price 75 | ||
Volume (30-day avg) 844.8K shares | Beta 0.64 | 52 Weeks Range 36.45 - 94.66 | Updated Date 09/29/2026 |
52 Weeks Range 36.45 - 94.66 | Updated Date 09/29/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) 3.61 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Clearing and Execution | Commission and fee revenue from clearing futures, options, and securities transactions. | The company acts as a middleman in financial markets, charging fees for helping clients trade safely. |
| Retail Trading | Revenue from spreads and commissions on FOREX.com and CFD platforms. | Revenue comes from retail traders buying and selling currencies and other financial instruments. |
| Global Payments | Fees from processing cross-border payments for NGOs and corporates. | This is a specialized service that helps organizations move money safely across different countries. |
| Geography | Global operations with significant presence in the Americas, Europe, and Asia-Pacific. | StoneX is a truly global company, meaning it is exposed to economic conditions in many different parts of the world. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Valuation
Trailing PE 18.25 | Forward PE 9.79 | Enterprise Value 29.19B | Price to Sales(TTM) 0.05 |
Enterprise Value 29.19B | Price to Sales(TTM) 0.05 | ||
Enterprise Value to Revenue 0.19 | Enterprise Value to EBITDA 10.66 | Shares Outstanding 120.62M | Shares Floating 109.13M |
Shares Outstanding 120.62M | Shares Floating 109.13M | ||
Percent Insiders 9.14 | Percent Institutions 85.55 |
Upturn AI Summary
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.
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
About Stonex Group Inc
Exchange NASDAQ | Headquarters New York, NY, United States | ||
IPO Launch date 1996-11-15 | Group CEO & Director Mr. Philip Andrew Smith | ||
Sector Financial Services | Industry Capital Markets | Full time employees 5251 | Website https://www.stonex.com |
Full time employees 5251 | Website https://www.stonex.com | ||
StoneX Group Inc. operates as a global financial services network that connects companies, organizations, traders, and investors to a 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 trading, and commodity financing, marketing, procurement, logistics, and price management services; and engages in the risk management and hedging services, 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 offering 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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