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StoneX Group Inc. (SNEX) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

StoneX Group Inc.

SNEXMarket cap $7.96BPrice $66.0

Country🇺🇸United States

SectorFinancials

IndustryCapital Markets

StoneX connects businesses, investors, and traders to global financial markets, handling everything from commodities hedging to currency trading. It processes trillions in transactions yearly, yet most people have never heard of this quiet Wall Street middleman.

In Bastion Portfolios?

52W Return-1%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+26%9

Revenue Forecast

Rev CAGR (1y)-35%1

Rev CAGR (3y)-13%1

Rev CAGR (5y)-8%1

Earnings Forecast

EPS Growth Y+1-20%2

EPS Growth Y+2+4%5

EPS Growth Y+3+8%6

Quality

Margins

EBIT Margin0%8

Net Income Margin0%2

Free Cash Flow Margin2%3

Debt

Net Debt/EBITDAna–

Efficiency

ROE21%8

ROA1%3

Earnings Stability88

GEAR+VERY WEAK11

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)146

P/E Ratio (Forward 3y)126

P/BV2.85

EV Multiples

EV/EBITDA Fwd06

EV/EBIT Fwd06

Yield

Free Cash Flow Yield0.0%7

Dividend Yieldna–

Momentum

Short term

1 month return-5%5

3 month return-19%2

YTD return+56%9

Mid term

Price vs 52wHigh70%3

1 year return+52%9

Long term

3 year return+249%9

5 year return+382%10

Risk Shield

Price Risk

Beta1.04

Volatility47%3

Free Cash Flow

Free Cash Flow Margin2%3

Free Cash Flow Yield0.0%7

Quality

ROCE18%3

Earnings Stability88

Net Debt/EBITDAna–

02Growth

Is it actually growing, and how fast?

SNEXStoneX Group

Revenue FY25$132B

GROWTH RATING↗

VERY WEAK7 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+26%9

Revenue, next 1Y-35%1

Revenue, next 3Y, CAGR-13%1

Revenue, next 5Y, CAGR-8%1

EARNINGS FORECAST▾SCORE

EPS growth, FY26E-20%2

EPS growth, FY27E+4%5

EPS growth, FY28E+8%6

GROWTH ASSESSMENT

STRENGTHS

Revenue grew 26%/yr over the last 3 years, ahead of 80% of companies worldwide.9/10

WATCH

Earnings are set to grow faster than sales (EPS about 4%/yr vs revenue -13%/yr), so margins should widen. One year dips: EPS falls 20% next year.

WEAKNESSES

Growth is the weak spot here, trailing 93% of companies worldwide.

Revenue is set to shrink 13%/yr over the next 3 years, behind most of the market.1/10

Revenue grew 26%/yr over the last 3 years, but it is set to shrink 13%/yr from here.

Over five years revenue is set to shrink 8%/yr, behind 90% of companies worldwide.1/10

BOTTOM LINE

Stalled Business

Growth is a weak point here: a business heading into decline. The one thing to watch: forward revenue growth trails the market.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

AVERAGE56 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-5%5

3-month return-19%2

YTD return+56%9

MID & LONG-TERM▾SCORE

% of 52-week high70%3

1-year return+52%9

3-year return+249%9

5-year return+382%10

MOMENTUM ASSESSMENT

STRENGTHS

Magnificent long-term results. Long-term holders have seen +249% over three years and +382% over five, ahead of 90% of the market.

Strong recent results. The stock is outperforming so far this year (+56%).

WATCH

It's up 52% over the past year, but 30% below its 52-week high. That is a touch ahead of the market.

Returns sit at the market level over the past month (-5%).

WEAKNESSES

The stock is underperforming over three months (-19%).

BOTTOM LINE

Steady Compounder

Dependable multi-year returns with a calmer near-term tape. A reliable long-term trend rather than a short-term breakout. The one thing to watch: the stock is underperforming over three months.

04Value

Are you paying a fair price for it?

Stop guessing on StoneX Group Inc.. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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Loading charts…

02Growth

Is it actually growing, and how fast?

SNEXStoneX Group

Revenue FY25$132B

GROWTH RATING↗

VERY WEAK7 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+26%9

Revenue, next 1Y-35%1

Revenue, next 3Y, CAGR-13%1

Revenue, next 5Y, CAGR-8%1

EARNINGS FORECAST▾SCORE

EPS growth, FY26E-20%2

EPS growth, FY27E+4%5

EPS growth, FY28E+8%6

GROWTH ASSESSMENT

STRENGTHS

Revenue grew 26%/yr over the last 3 years, ahead of 80% of companies worldwide.9/10

WATCH

Earnings are set to grow faster than sales (EPS about 4%/yr vs revenue -13%/yr), so margins should widen. One year dips: EPS falls 20% next year.

WEAKNESSES

Growth is the weak spot here, trailing 93% of companies worldwide.

Revenue is set to shrink 13%/yr over the next 3 years, behind most of the market.1/10

Revenue grew 26%/yr over the last 3 years, but it is set to shrink 13%/yr from here.

Over five years revenue is set to shrink 8%/yr, behind 90% of companies worldwide.1/10

BOTTOM LINE

Stalled Business

Growth is a weak point here: a business heading into decline. The one thing to watch: forward revenue growth trails the market.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

AVERAGE56 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-5%5

3-month return-19%2

YTD return+56%9

MID & LONG-TERM▾SCORE

% of 52-week high70%3

1-year return+52%9

3-year return+249%9

5-year return+382%10

MOMENTUM ASSESSMENT

STRENGTHS

Magnificent long-term results. Long-term holders have seen +249% over three years and +382% over five, ahead of 90% of the market.

Strong recent results. The stock is outperforming so far this year (+56%).

WATCH

It's up 52% over the past year, but 30% below its 52-week high. That is a touch ahead of the market.

Returns sit at the market level over the past month (-5%).

WEAKNESSES

The stock is underperforming over three months (-19%).

BOTTOM LINE

Steady Compounder

Dependable multi-year returns with a calmer near-term tape. A reliable long-term trend rather than a short-term breakout. The one thing to watch: the stock is underperforming over three months.

04Value

Are you paying a fair price for it?

Stop guessing on StoneX Group Inc.. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community