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Upturn AI SWOT - About
SNEX 
Stonex Group Inc (SNEX)
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Stock price based on last close (see disclosures)
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Upturn Advisory Summary
10/15/2025: 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 $116
1 Year Target Price $116
| 2 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -15.51% | Avg. Invested days 34 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/15/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 5.13B USD | Price to earnings Ratio 16.58 | 1Y Target Price 116 |
Price to earnings Ratio 16.58 | 1Y Target Price 116 | ||
Volume (30-day avg) 2 | Beta 0.52 | 52 Weeks Range 55.85 - 106.98 | Updated Date 10/15/2025 |
52 Weeks Range 55.85 - 106.98 | Updated Date 10/15/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 5.93 |
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 - | When - | Estimate - | Actual - |
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 16.58 | Forward PE - | Enterprise Value 20824410199 | Price to Sales(TTM) 0.04 |
Enterprise Value 20824410199 | Price to Sales(TTM) 0.04 | ||
Enterprise Value to Revenue 0.16 | Enterprise Value to EBITDA 11.15 | Shares Outstanding 52173843 | Shares Floating 43916303 |
Shares Outstanding 52173843 | Shares Floating 43916303 | ||
Percent Insiders 9.96 | Percent Institutions 78.52 |
Upturn AI SWOT
Stonex Group Inc
Company Overview
History and Background
Stonex Group Inc. was founded in 1924 as a grain merchandising company. Over time, it has evolved into a global financial services firm specializing in execution, clearing, and prime brokerage services. It became a publicly traded company in 2006 and has grown through strategic acquisitions and organic expansion.
Core Business Areas
- Global Payments: Provides payment solutions to businesses and organizations, including cross-border payments, foreign exchange, and related services.
- Financial Brokerage: Offers a range of brokerage services, including futures, options, equities, foreign exchange, and fixed income.
- Clearing and Execution Services: Provides clearing and execution services to institutional and commercial clients.
Leadership and Structure
The leadership team includes Sean M. O'Connor (CEO), and other key executives. The organizational structure is comprised of different business segments, each led by dedicated management teams, reporting to the executive management.
Top Products and Market Share
Key Offerings
- Global Payments Solutions: Provides a range of global payment solutions, including cross-border payments, foreign exchange and related services. There is no definitive market share for the payments sector related to Stonex, data is spread across different market sectors. Competitors include Western Union (WU), PayPal (PYPL), and Wise.
- Brokerage Services: Offers various brokerage services across different asset classes. Specific market share data is challenging to determine as it varies across product lines. Competitors include Interactive Brokers (IBKR), Charles Schwab (SCHW), and Goldman Sachs (GS).
- Clearing and Execution Services: Facilitates clearing and execution services for clients. Stonex plays a significant role in its niche, but market share data isn't precisely available. Competitors include ADM Investor Services and RJ Ou2019Brien.
Market Dynamics
Industry Overview
The financial services industry is characterized by increasing regulation, technological disruption, and globalization. Competition is intense, and firms must adapt to changing market conditions to thrive.
Positioning
Stonex Group Inc. positions itself as a comprehensive financial services provider with a focus on niche segments and specialized services, differentiating itself through expertise and client relationships.
Total Addressable Market (TAM)
The TAM for the financial services sector is vast, estimated to be in the trillions of dollars globally. Stonex's positioning is focused on capturing specific segments within this TAM by focusing on their niche offerings and strong customer relationship.
Upturn SWOT Analysis
Strengths
- Diversified revenue streams
- Strong customer relationships
- Expertise in niche markets
- Global presence
- Experienced Management
Weaknesses
- Reliance on market volatility
- Exposure to regulatory changes
- Complexity of operations
- Potential for operational risks
Opportunities
- Expansion into new markets
- Increased demand for financial services
- Technological innovation
- Strategic acquisitions
Threats
- Economic downturn
- Increased competition
- Regulatory changes
- Geopolitical instability
Competitors and Market Share
Key Competitors
- IBKR
- SCHW
- GS
- WU
- PYPL
Competitive Landscape
Stonex faces competition from larger, more established firms. It differentiates itself through specialized services and expertise in niche markets.
Major Acquisitions
Gain Capital Holdings
- Year: 2020
- Acquisition Price (USD millions): 236
- Strategic Rationale: Expanded Stonex's retail brokerage services and global reach.
Growth Trajectory and Initiatives
Historical Growth: Stonex has experienced growth through strategic acquisitions and organic expansion. Data to be inserted when available.
Future Projections: Analyst projections would need to be gathered from financial data providers.
Recent Initiatives: Recent initiatives may include technological upgrades, strategic acquisitions, and market expansion.
Summary
Stonex is a financial services firm with diversified revenue streams, a strong customer focus, and expertise in niche markets. It is facing increased competition, regulatory challenges, and market volatility. The acquisition of Gain Capital Holdings has expanded its capabilities, and its growth potential is good if it can adapt to industry changes. Future success will depend on its ability to innovate and manage risks effectively.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings
- Market reports
- Financial news sources
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market conditions and company performance can change rapidly. Please consult with a qualified financial advisor before making any investment decisions.
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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