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Upturn AI SWOT - About
SNEX 
Stonex Group Inc (SNEX)
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Upturn Advisory Summary
06/30/2025: SNEX (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $102
1 Year Target Price $102
| 2 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -1.86% | Avg. Invested days 34 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 06/30/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 4.47B USD | Price to earnings Ratio 15.49 | 1Y Target Price 102 |
Price to earnings Ratio 15.49 | 1Y Target Price 102 | ||
Volume (30-day avg) 2 | Beta 0.53 | 52 Weeks Range 47.69 - 97.17 | Updated Date 06/30/2025 |
52 Weeks Range 47.69 - 97.17 | Updated Date 06/30/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 5.9 |
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 0.24% | Operating Margin (TTM) 0.27% |
Management Effectiveness
Return on Assets (TTM) 1.04% | Return on Equity (TTM) 17.25% |
Valuation
Trailing PE 15.49 | Forward PE - | Enterprise Value 17134666406 | Price to Sales(TTM) 0.04 |
Enterprise Value 17134666406 | Price to Sales(TTM) 0.04 | ||
Enterprise Value to Revenue 0.14 | Enterprise Value to EBITDA 9.52 | Shares Outstanding 48916600 | Shares Floating 40661435 |
Shares Outstanding 48916600 | Shares Floating 40661435 | ||
Percent Insiders 10.1 | Percent Institutions 82.26 |
Analyst Ratings
Rating 2 | Target Price 102 | Buy - | Strong Buy 2 |
Buy - | Strong Buy 2 | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Stonex Group Inc
Company Overview
History and Background
Stonex Group Inc. (formerly known as International Assets Holding Corporation) was founded in 1981. It provides financial services to clients worldwide through its subsidiaries, focusing on global commodities and foreign exchange markets. Over the years, it has expanded its services and geographical reach through acquisitions and organic growth.
Core Business Areas
- Global Payments: Provides global payment solutions, enabling businesses and individuals to transfer funds internationally.
- Securities: Offers securities brokerage and trading services to institutional clients and high-net-worth individuals.
- Commodities: Provides brokerage services and trading solutions in a wide range of commodities, including agricultural products, energy, and metals.
- Foreign Exchange: Offers foreign exchange trading and risk management services.
Leadership and Structure
Sean M. O'Connor is the Chief Executive Officer. The company operates with a hierarchical structure, with various divisions reporting to the executive management team. It also has a board of directors providing oversight and guidance.
Top Products and Market Share
Key Offerings
- Global Payments Solutions: Facilitates international fund transfers for businesses and individuals. Market share data not publicly available. Competitors include Western Union, MoneyGram, and other fintech companies specializing in cross-border payments.
- Commodities Brokerage: Provides brokerage services for trading agricultural, energy, and metal commodities. Specific market share data is not easily available. Competitors include ADM Investor Services, Marex Spectron, and other commodity brokers.
- Foreign Exchange (FX) Trading: Offers FX trading and risk management tools to clients. Competitors include IG Group, Saxo Bank, and large investment banks with FX trading desks.
Market Dynamics
Industry Overview
The financial services industry is highly competitive and subject to regulatory changes. The commodities and FX markets are influenced by global economic conditions, geopolitical events, and supply and demand dynamics.
Positioning
Stonex Group Inc. is positioned as a diversified financial services provider with a focus on commodities and global markets. Its competitive advantages include its global reach, diverse service offerings, and expertise in niche markets.
Total Addressable Market (TAM)
The TAM for global payments, commodities brokerage, and FX trading is estimated to be in the trillions of dollars. Stonex Group is positioned to capture a portion of this TAM through its specialized services and global presence.
Upturn SWOT Analysis
Strengths
- Diversified service offerings
- Global presence
- Expertise in commodities and FX markets
- Strong client relationships
- Experienced management team
Weaknesses
- Reliance on volatile markets
- Limited brand recognition compared to larger competitors
- Potential exposure to regulatory risks
- Relatively smaller market share in some segments
Opportunities
- Expansion into new markets and geographies
- Development of new products and services
- Strategic acquisitions
- Increased demand for risk management solutions
Threats
- Economic downturns
- Increased competition
- Regulatory changes
- Geopolitical instability
Competitors and Market Share
Key Competitors
- INTL
- MKTX
- CME
Competitive Landscape
Stonex Group Inc. faces competition from larger, more established firms. Its advantages include its specialized expertise and global reach. Disadvantages include its relatively smaller market share and brand recognition.
Major Acquisitions
GAIN Capital
- Year: 2020
- Acquisition Price (USD millions): 236
- Strategic Rationale: Expanded Stonex's footprint in the retail FX and CFD trading space.
Growth Trajectory and Initiatives
Historical Growth: Historical growth trends can only be determined with financial data. As such, this section will be left as a template.
Future Projections: Future projections would need financial analyst estimates. As such, this section will be left as a template.
Recent Initiatives: Recent strategic initiatives include expansion of global payments business and investments in technology infrastructure.
Summary
Stonex Group Inc. is a diversified financial services provider with a strong presence in commodities and global markets. Its strengths include a global reach, diverse service offerings, and experienced management. However, the company faces challenges from economic volatility and increased competition. Future growth relies on strategic initiatives and the expansion into emerging markets.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Website
- SEC Filings
- Market Research Reports
- Analyst Reports
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market share data is based on estimates and may not be precise. Financial data should be verified from official company filings.
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 4709 | Website https://www.stonex.com |
Full time employees 4709 | 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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