Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
How It Works 
News - Chart
- Upturn Summary
- Highlights
- Revenue
- Valuation
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
10/26/2026: SNEX (3-star) is currently NOT-A-BUY. Pass it for now.
StoneX Group is a diversified financial services firm that connects institutional and commercial clients to global markets through execution, clearing, and advisory services. Its strengths lie in a broad, global footprint and a specialized ability to serve complex commodity and cross-border payment markets. The investment story centers on the company’s ability to grow transaction volumes and integrate digital tools like the 'StoneX One' platform. However, investors must monitor risks related to thin profit margins, sensitivity to global market volatility, and intense competition in the brokerage space. The stock may suit growth-oriented investors interested in the global financial infrastructure, though the lack of a dividend limits its appeal for income portfolios.
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's history of revenue expansion and footprint growth appeals to those seeking exposure to the growth of global financial services. |
| Momentum investor | Mixed fit | Trading liquidity is often tied to market volatility, which can lead to momentum opportunities during periods of high global financial activity. |
| Value investor | Mixed fit | The stock often trades at a low P/E ratio, reflecting the cyclical and thin-margin nature of its brokerage business. |
| Dividend investor | Weak fit | StoneX does not currently pay a dividend, making it unsuitable for income-focused portfolios. |
| Low-risk investor | Weak fit | Exposure to global market volatility and financial regulation introduces risks not typical for low-risk, defensive strategies. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium / high | As a market intermediary, SNEX earnings are sensitive to global trading volumes and asset price fluctuations. |
| Valuation risk | Medium | While typically value-priced, the company's reliance on successful M&A integration can lead to valuation shifts. |
| Competition risk (fintech and brokerage) | High | Competition from low-cost brokerage fintechs and large incumbents squeezes trading fees. |
| Business quality | Medium | The business provides essential infrastructure but operates in highly competitive, commoditized market segments. |
| Dividend income | Low / none | The company does not provide a dividend, requiring total return through price appreciation. |
| Execution risk | Medium | The company's strategy relies on effectively integrating diverse acquisitions into a unified global platform. |
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 21.65% | Avg. Invested days 38 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/26/2026 |
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 6.82B USD | Price to earnings Ratio 18.73 | 1Y Target Price 66 |
Price to earnings Ratio 18.73 | 1Y Target Price 66 | ||
Volume (30-day avg) 978.0K shares | Beta 0.62 | 52 Weeks Range 36.45 - 94.66 | Updated Date 10/25/2026 |
52 Weeks Range 36.45 - 94.66 | Updated Date 10/25/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) 3.02 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Financial Services (Execution & Clearing) | Commissions, fees, and interest income from trading and clearing futures, securities, and FX. | StoneX earns the bulk of its revenue from the activity and capital held by its institutional and commercial clients. |
| Geography (Global) | Operations spanning North America, Europe, Asia, and Latin America. | Revenue is well-diversified geographically, helping to hedge against regional economic slowdowns. |
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 18.73 | Forward PE 9.79 | Enterprise Value 28.98B | Price to Sales(TTM) 0.04 |
Enterprise Value 28.98B | Price to Sales(TTM) 0.04 | ||
Enterprise Value to Revenue 0.18 | Enterprise Value to EBITDA 10.59 | Shares Outstanding 120.62M | Shares Floating 108.87M |
Shares Outstanding 120.62M | Shares Floating 108.87M | ||
Percent Insiders 9.31 | Percent Institutions 85.93 |
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.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.
All company names, trademarks, logos, and brands are the property of their respective owners and are used for identification and informational purposes only. Use of these names, trademarks, and logos does not imply endorsement by their respective owners.