STONEX GROUP INC (SNEX) Fundamental Analysis & Valuation

NASDAQ:SNEX • US8618961085

127.324 USD
+1.94 (+1.55%)
Last: Mar 4, 2026, 11:00 AM
Overview Stock Chart Technical Analysis Fundamental Analysis Forecast Earnings Financials Ownership News

This SNEX fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.

Fundamental Rating

4

Overall SNEX gets a fundamental rating of 4 out of 10. We evaluated SNEX against 238 industry peers in the Capital Markets industry. SNEX may be in some trouble as it scores bad on both profitability and health. SNEX is not overvalued while it is showing excellent growth. This is an interesting combination.


Dividend Valuation Growth Profitability Health

3

1. SNEX Profitability Analysis

1.1 Basic Checks

  • SNEX had positive earnings in the past year.
  • SNEX had a positive operating cash flow in the past year.
  • SNEX had positive earnings in each of the past 5 years.
  • The reported operating cash flow has been mixed in the past 5 years: SNEX reported negative operating cash flow in multiple years.
SNEX Yearly Net Income VS EBIT VS OCF VS FCFSNEX Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 1B 2B 3B 4B

1.2 Ratios

  • Looking at the Return On Assets, with a value of 0.73%, SNEX is doing worse than 68.49% of the companies in the same industry.
  • The Return On Equity of SNEX (13.78%) is better than 72.69% of its industry peers.
  • With a Return On Invested Capital value of 1.33%, SNEX is not doing good in the industry: 64.29% of the companies in the same industry are doing better.
  • Measured over the past 3 years, the Average Return On Invested Capital for SNEX is significantly below the industry average of 7.27%.
Industry RankSector Rank
ROA 0.73%
ROE 13.78%
ROIC 1.33%
ROA(3y)0.87%
ROA(5y)0.85%
ROE(3y)14.62%
ROE(5y)15.02%
ROIC(3y)1.73%
ROIC(5y)1.74%
SNEX Yearly ROA, ROE, ROICSNEX Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 5 10 15 20

1.3 Margins

  • SNEX's Profit Margin of 0.24% is on the low side compared to the rest of the industry. SNEX is outperformed by 73.95% of its industry peers.
  • In the last couple of years the Profit Margin of SNEX has declined.
  • SNEX has a Operating Margin of 0.33%. This is in the lower half of the industry: SNEX underperforms 71.85% of its industry peers.
  • In the last couple of years the Operating Margin of SNEX has grown nicely.
  • Looking at the Gross Margin, with a value of 2.07%, SNEX is doing worse than 68.07% of the companies in the same industry.
  • SNEX's Gross Margin has declined in the last couple of years.
Industry RankSector Rank
OM 0.33%
PM (TTM) 0.24%
GM 2.07%
OM growth 3Y-8.91%
OM growth 5Y6.3%
PM growth 3Y-9.82%
PM growth 5Y-6.11%
GM growth 3Y-11.85%
GM growth 5Y-2.11%
SNEX Yearly Profit, Operating, Gross MarginsSNEX Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 1 2 3 4

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3

2. SNEX Health Analysis

2.1 Basic Checks

  • The number of shares outstanding for SNEX has been increased compared to 1 year ago.
  • SNEX has more shares outstanding than it did 5 years ago.
  • The debt/assets ratio for SNEX has been reduced compared to a year ago.
SNEX Yearly Shares OutstandingSNEX Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 10M 20M 30M 40M 50M
SNEX Yearly Total Debt VS Total AssetsSNEX Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 10B 20B 30B 40B

2.2 Solvency

  • An Altman-Z score of 2.66 indicates that SNEX is not a great score, but indicates only limited risk for bankruptcy at the moment.
  • SNEX has a Altman-Z score of 2.66. This is in the better half of the industry: SNEX outperforms 74.79% of its industry peers.
  • SNEX has a debt to FCF ratio of 5.61. This is a neutral value as SNEX would need 5.61 years to pay back of all of its debts.
  • Looking at the Debt to FCF ratio, with a value of 5.61, SNEX is in the better half of the industry, outperforming 67.65% of the companies in the same industry.
  • SNEX has a Debt/Equity ratio of 7.87. This is a high value indicating a heavy dependency on external financing.
  • SNEX has a worse Debt to Equity ratio (7.87) than 87.39% of its industry peers.
Industry RankSector Rank
Debt/Equity 7.87
Debt/FCF 5.61
Altman-Z 2.66
ROIC/WACCN/A
WACCN/A
SNEX Yearly LT Debt VS Equity VS FCFSNEX Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 1B 2B 3B 4B

2.3 Liquidity

  • A Current Ratio of 0.47 indicates that SNEX may have some problems paying its short term obligations.
  • SNEX has a worse Current ratio (0.47) than 73.95% of its industry peers.
  • SNEX has a Quick Ratio of 0.47. This is a bad value and indicates that SNEX is not financially healthy enough and could expect problems in meeting its short term obligations.
  • SNEX has a worse Quick ratio (0.47) than 73.95% of its industry peers.
Industry RankSector Rank
Current Ratio 0.47
Quick Ratio 0.47
SNEX Yearly Current Assets VS Current LiabilitesSNEX Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 10B 20B 30B

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WACCDebt/EquityHow to determine the health of a companyAltman-Z scoreShow peers with great health

7

3. SNEX Growth Analysis

3.1 Past

  • SNEX shows a strong growth in Earnings Per Share. In the last year, the EPS has been growing by 20.07%, which is quite impressive.
  • The Earnings Per Share has been growing slightly by 0.47% on average over the past years.
  • SNEX shows a strong growth in Revenue. In the last year, the Revenue has grown by 32.54%.
  • The Revenue has been growing by 19.58% on average over the past years. This is quite good.
EPS 1Y (TTM)20.07%
EPS 3Y9.25%
EPS 5Y0.47%
EPS Q2Q%47.64%
Revenue 1Y (TTM)32.54%
Revenue growth 3Y26.09%
Revenue growth 5Y19.58%
Sales Q2Q%47.21%

3.2 Future

  • SNEX is expected to show quite a strong growth in Earnings Per Share. In the coming years, the EPS will grow by 12.01% yearly.
  • The Revenue is expected to grow by 8.57% on average over the next years. This is quite good.
EPS Next Y27.83%
EPS Next 2Y18.76%
EPS Next 3Y12.01%
EPS Next 5YN/A
Revenue Next Year28.93%
Revenue Next 2Y15.62%
Revenue Next 3Y8.57%
Revenue Next 5YN/A

3.3 Evolution

  • The EPS growth rate is accelerating: in the next years the growth will be better than in the last years.
  • The Revenue growth rate is decreasing: in the next years the growth will be less than in the last years.
SNEX Yearly Revenue VS EstimatesSNEX Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 20B 40B 60B 80B 100B
SNEX Yearly EPS VS EstimatesSNEX Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2016 2020 2021 2022 2023 2024 2025 2026 2027 2028 2 4 6 8

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6

4. SNEX Valuation Analysis

4.1 Price/Earnings Ratio

  • Based on the Price/Earnings ratio of 19.00, the valuation of SNEX can be described as rather expensive.
  • SNEX's Price/Earnings ratio is in line with the industry average.
  • The average S&P500 Price/Earnings ratio is at 26.83. SNEX is valued slightly cheaper when compared to this.
  • The Price/Forward Earnings ratio is 15.32, which indicates a correct valuation of SNEX.
  • Compared to the rest of the industry, the Price/Forward Earnings ratio of SNEX is on the same level as its industry peers.
  • The average S&P500 Price/Forward Earnings ratio is at 24.95. SNEX is valued slightly cheaper when compared to this.
Industry RankSector Rank
PE 19
Fwd PE 15.32
SNEX Price Earnings VS Forward Price EarningsSNEX Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 10 20 30 40

4.2 Price Multiples

  • SNEX's Enterprise Value to EBITDA ratio is rather cheap when compared to the industry. SNEX is cheaper than 84.03% of the companies in the same industry.
  • SNEX's Price/Free Cash Flow ratio is rather cheap when compared to the industry. SNEX is cheaper than 93.70% of the companies in the same industry.
Industry RankSector Rank
P/FCF 1.89
EV/EBITDA 12.14
SNEX Per share dataSNEX EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 500 1K 1.5K 2K 2.5K

4.3 Compensation for Growth

  • SNEX's low PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a rather cheap valuation of the company.
  • SNEX's earnings are expected to grow with 12.01% in the coming years. This may justify a more expensive valuation.
PEG (NY)0.68
PEG (5Y)40.83
EPS Next 2Y18.76%
EPS Next 3Y12.01%

More info and screens

Price/EarningsPrice/FCFFCF per shareEV/EBITDAPEG RATIOShow best valued peers

0

5. SNEX Dividend Analysis

5.1 Amount

  • No dividends for SNEX!.
Industry RankSector Rank
Dividend Yield 0%

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Find the best dividend stocksShow peers with best dividend

SNEX Fundamentals: All Metrics, Ratios and Statistics

STONEX GROUP INC

NASDAQ:SNEX (3/4/2026, 11:00:05 AM)

127.324

+1.94 (+1.55%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)02-04
Earnings (Next)05-05
Inst Owners82.35%
Inst Owner Change0.17%
Ins Owners9.54%
Ins Owner Change1.78%
Market Cap6.68B
Revenue(TTM)143.47B
Net Income(TTM)347.60M
Analysts87.5
Price Target137.7 (8.15%)
Short Float %3.8%
Short Ratio5.21
Dividend
Industry RankSector Rank
Dividend Yield 0%
Yearly DividendN/A
Dividend Growth(5Y)N/A
DPN/A
Div Incr Years0
Div Non Decr Years0
Ex-DateN/A
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)14.8%
Min EPS beat(2)5.68%
Max EPS beat(2)23.91%
EPS beat(4)3
Avg EPS beat(4)5.12%
Min EPS beat(4)-13.86%
Max EPS beat(4)23.91%
EPS beat(8)7
Avg EPS beat(8)6.52%
EPS beat(12)10
Avg EPS beat(12)8.4%
EPS beat(16)14
Avg EPS beat(16)15.9%
Revenue beat(2)2
Avg Revenue beat(2)9.38%
Min Revenue beat(2)3.88%
Max Revenue beat(2)14.87%
Revenue beat(4)3
Avg Revenue beat(4)4.27%
Min Revenue beat(4)-2.16%
Max Revenue beat(4)14.87%
Revenue beat(8)5
Avg Revenue beat(8)-0.35%
Revenue beat(12)8
Avg Revenue beat(12)0.86%
Revenue beat(16)12
Avg Revenue beat(16)1126.55%
PT rev (1m)36.36%
PT rev (3m)16.38%
EPS NQ rev (1m)5.82%
EPS NQ rev (3m)12.45%
EPS NY rev (1m)0.45%
EPS NY rev (3m)0.88%
Revenue NQ rev (1m)2.32%
Revenue NQ rev (3m)0.97%
Revenue NY rev (1m)6.58%
Revenue NY rev (3m)3.75%
Valuation
Industry RankSector Rank
PE 19
Fwd PE 15.32
P/S 0.05
P/FCF 1.89
P/OCF 1.85
P/B 2.65
P/tB 3.78
EV/EBITDA 12.14
EPS(TTM)6.7
EY5.26%
EPS(NY)8.31
Fwd EY6.53%
FCF(TTM)67.43
FCFY52.96%
OCF(TTM)68.71
OCFY53.96%
SpS2734.9
BVpS48.08
TBVpS33.69
PEG (NY)0.68
PEG (5Y)40.83
Graham Number85.13
Profitability
Industry RankSector Rank
ROA 0.73%
ROE 13.78%
ROCE 5.66%
ROIC 1.33%
ROICexc 1.41%
ROICexgc 1.59%
OM 0.33%
PM (TTM) 0.24%
GM 2.07%
FCFM 2.47%
ROA(3y)0.87%
ROA(5y)0.85%
ROE(3y)14.62%
ROE(5y)15.02%
ROIC(3y)1.73%
ROIC(5y)1.74%
ROICexc(3y)1.89%
ROICexc(5y)1.94%
ROICexgc(3y)2.07%
ROICexgc(5y)2.12%
ROCE(3y)6.23%
ROCE(5y)5.91%
ROICexgc growth 3Y-18.65%
ROICexgc growth 5Y-1.64%
ROICexc growth 3Y-18.73%
ROICexc growth 5Y-1.97%
OM growth 3Y-8.91%
OM growth 5Y6.3%
PM growth 3Y-9.82%
PM growth 5Y-6.11%
GM growth 3Y-11.85%
GM growth 5Y-2.11%
F-Score4
Asset Turnover3
Health
Industry RankSector Rank
Debt/Equity 7.87
Debt/FCF 5.61
Debt/EBITDA 36.34
Cap/Depr 96.96%
Cap/Sales 0.05%
Interest Coverage 0.3
Cash Conversion 659.54%
Profit Quality 1017.66%
Current Ratio 0.47
Quick Ratio 0.47
Altman-Z 2.66
F-Score4
WACCN/A
ROIC/WACCN/A
Cap/Depr(3y)85.48%
Cap/Depr(5y)93.21%
Cap/Sales(3y)0.06%
Cap/Sales(5y)0.08%
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)20.07%
EPS 3Y9.25%
EPS 5Y0.47%
EPS Q2Q%47.64%
EPS Next Y27.83%
EPS Next 2Y18.76%
EPS Next 3Y12.01%
EPS Next 5YN/A
Revenue 1Y (TTM)32.54%
Revenue growth 3Y26.09%
Revenue growth 5Y19.58%
Sales Q2Q%47.21%
Revenue Next Year28.93%
Revenue Next 2Y15.62%
Revenue Next 3Y8.57%
Revenue Next 5YN/A
EBIT growth 1Y30.97%
EBIT growth 3Y14.85%
EBIT growth 5Y27.12%
EBIT Next Year48.99%
EBIT Next 3YN/A
EBIT Next 5YN/A
FCF growth 1Y466.08%
FCF growth 3YN/A
FCF growth 5Y17.45%
OCF growth 1Y492.64%
OCF growth 3YN/A
OCF growth 5Y17.61%

STONEX GROUP INC / SNEX FAQ

What is the fundamental rating for SNEX stock?

ChartMill assigns a fundamental rating of 4 / 10 to SNEX.


Can you provide the valuation status for STONEX GROUP INC?

ChartMill assigns a valuation rating of 5 / 10 to STONEX GROUP INC (SNEX). This can be considered as Fairly Valued.


How profitable is STONEX GROUP INC (SNEX) stock?

STONEX GROUP INC (SNEX) has a profitability rating of 3 / 10.


Can you provide the PE and PB ratios for SNEX stock?

The Price/Earnings (PE) ratio for STONEX GROUP INC (SNEX) is 19 and the Price/Book (PB) ratio is 2.65.


How financially healthy is STONEX GROUP INC?

The financial health rating of STONEX GROUP INC (SNEX) is 3 / 10.