STONEX GROUP INC (SNEX) Fundamental Analysis & Valuation

NASDAQ:SNEX • US8618961085

105.12 USD
-1.93 (-1.8%)
At close: Mar 12, 2026
105.12 USD
0 (0%)
After Hours: 3/12/2026, 8:11:16 PM
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

SNEX gets a fundamental rating of 4 out of 10. The analysis compared the fundamentals against 242 industry peers in the Capital Markets industry. SNEX may be in some trouble as it scores bad on both profitability and health. SNEX is showing excellent growth while it is valued at reasonable prices. Keep and eye on this one!


Dividend Valuation Growth Profitability Health

3

1. SNEX Profitability Analysis

1.1 Basic Checks

  • In the past year SNEX was profitable.
  • In the past year SNEX had a positive cash flow from operations.
  • SNEX had positive earnings in each of the past 5 years.
  • In multiple years SNEX reported negative operating cash flow during the last 5 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

  • SNEX has a worse Return On Assets (0.73%) than 67.77% of its industry peers.
  • The Return On Equity of SNEX (13.78%) is better than 72.31% of its industry peers.
  • SNEX's Return On Invested Capital of 1.33% is on the low side compared to the rest of the industry. SNEX is outperformed by 64.88% of its industry peers.
  • Measured over the past 3 years, the Average Return On Invested Capital for SNEX is significantly below the industry average of 7.06%.
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 73.97% of its industry peers.
  • In the last couple of years the Profit Margin of SNEX has declined.
  • SNEX's Operating Margin of 0.33% is on the low side compared to the rest of the industry. SNEX is outperformed by 72.73% of its industry peers.
  • SNEX's Operating Margin has improved in the last couple of years.
  • Looking at the Gross Margin, with a value of 2.07%, SNEX is doing worse than 68.59% 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.
  • Compared to 5 years ago, SNEX has more shares outstanding
  • Compared to 1 year ago, SNEX has an improved debt to assets ratio.
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 2.64 indicates that SNEX is not a great score, but indicates only limited risk for bankruptcy at the moment.
  • Looking at the Altman-Z score, with a value of 2.64, SNEX is in the better half of the industry, outperforming 74.79% of the companies in the same industry.
  • 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.
  • SNEX has a Debt to FCF ratio of 5.61. This is in the better half of the industry: SNEX outperforms 66.94% of its industry peers.
  • SNEX has a Debt/Equity ratio of 7.87. This is a high value indicating a heavy dependency on external financing.
  • The Debt to Equity ratio of SNEX (7.87) is worse than 87.60% of its industry peers.
Industry RankSector Rank
Debt/Equity 7.87
Debt/FCF 5.61
Altman-Z 2.64
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's Current ratio of 0.47 is on the low side compared to the rest of the industry. SNEX is outperformed by 73.14% of its industry peers.
  • A Quick Ratio of 0.47 indicates that SNEX may have some problems paying its short term obligations.
  • Looking at the Quick ratio, with a value of 0.47, SNEX is doing worse than 73.14% of the companies in the same industry.
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

  • The Earnings Per Share has grown by an impressive 20.07% over the past year.
  • SNEX shows a small growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 0.47% yearly.
  • Looking at the last year, SNEX shows a very strong growth in Revenue. The Revenue has grown by 32.54%.
  • SNEX shows quite a strong growth in Revenue. Measured over the last years, the Revenue has been growing by 19.58% yearly.
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

  • The Earnings Per Share is expected to grow by 12.38% on average over the next years. This is quite good.
  • Based on estimates for the next years, SNEX will show a quite strong growth in Revenue. The Revenue will grow by 8.57% on average per year.
EPS Next Y40.32%
EPS Next 2Y19.49%
EPS Next 3Y12.38%
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.
  • When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is decreasing.
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

  • A Price/Earnings ratio of 15.69 indicates a correct valuation of SNEX.
  • SNEX's Price/Earnings ratio is in line with the industry average.
  • SNEX is valuated rather cheaply when we compare the Price/Earnings ratio to 25.71, which is the current average of the S&P500 Index.
  • SNEX is valuated correctly with a Price/Forward Earnings ratio of 12.49.
  • SNEX's Price/Forward Earnings is on the same level as the industry average.
  • SNEX's Price/Forward Earnings ratio indicates a valuation a bit cheaper than the S&P500 average which is at 23.82.
Industry RankSector Rank
PE 15.69
Fwd PE 12.49
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

  • Based on the Enterprise Value to EBITDA ratio, SNEX is valued cheaper than 85.95% of the companies in the same industry.
  • 94.63% of the companies in the same industry are more expensive than SNEX, based on the Price/Free Cash Flow ratio.
Industry RankSector Rank
P/FCF 1.56
EV/EBITDA 10.19
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

  • The low PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a rather cheap valuation of the company.
  • A more expensive valuation may be justified as SNEX's earnings are expected to grow with 12.38% in the coming years.
PEG (NY)0.39
PEG (5Y)33.71
EPS Next 2Y19.49%
EPS Next 3Y12.38%

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%

More info and screens

Find the best dividend stocksShow peers with best dividend

SNEX Fundamentals: All Metrics, Ratios and Statistics

STONEX GROUP INC

NASDAQ:SNEX (3/12/2026, 8:11:16 PM)

After market: 105.12 0 (0%)

105.12

-1.93 (-1.8%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)02-04
Earnings (Next)05-05
Inst Owners84.54%
Inst Owner Change0.19%
Ins Owners9.52%
Ins Owner Change2.09%
Market Cap5.51B
Revenue(TTM)143.47B
Net Income(TTM)347.60M
Analysts87.5
Price Target137.7 (30.99%)
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)10.66%
PT rev (3m)36.36%
EPS NQ rev (1m)5.82%
EPS NQ rev (3m)5.82%
EPS NY rev (1m)9.77%
EPS NY rev (3m)10.26%
Revenue NQ rev (1m)2.32%
Revenue NQ rev (3m)2.32%
Revenue NY rev (1m)6.37%
Revenue NY rev (3m)6.58%
Valuation
Industry RankSector Rank
PE 15.69
Fwd PE 12.49
P/S 0.04
P/FCF 1.56
P/OCF 1.53
P/B 2.19
P/tB 3.12
EV/EBITDA 10.19
EPS(TTM)6.7
EY6.37%
EPS(NY)8.41
Fwd EY8%
FCF(TTM)67.43
FCFY64.15%
OCF(TTM)68.71
OCFY65.36%
SpS2734.9
BVpS48.08
TBVpS33.69
PEG (NY)0.39
PEG (5Y)33.71
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 2.64
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 Y40.32%
EPS Next 2Y19.49%
EPS Next 3Y12.38%
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 6 / 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 15.69 and the Price/Book (PB) ratio is 2.19.


How financially healthy is STONEX GROUP INC?

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