PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
StoneX Group Inc. (SNEX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US8618961085

CUSIP

861896108

Sector

Financial Services

IPO Date

Nov 15, 1996

Highlights

Market Cap

$3.13B

EPS (TTM)

$11.94

PE Ratio

8.21

Total Revenue (TTM)

$80.31B

Gross Profit (TTM)

$1.70B

EBITDA (TTM)

$1.24B

Year Range

$61.68 - $106.77

Target Price

$111.00

Short %

1.05%

Short Ratio

1.80

Share Price Chart


Loading data...

Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
SNEX vs. ^GSPC SNEX vs. QQQ SNEX vs. FAST SNEX vs. CCAP SNEX vs. CSWC SNEX vs. BIZD SNEX vs. GAIN SNEX vs. MAIN SNEX vs. FSK SNEX vs. FDUS
Popular comparisons:
SNEX vs. ^GSPC SNEX vs. QQQ SNEX vs. FAST SNEX vs. CCAP SNEX vs. CSWC SNEX vs. BIZD SNEX vs. GAIN SNEX vs. MAIN SNEX vs. FSK SNEX vs. FDUS

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in StoneX Group Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-10.00%0.00%10.00%20.00%30.00%40.00%AugustSeptemberOctoberNovemberDecember2025
34.42%
5.95%
SNEX (StoneX Group Inc.)
Benchmark (^GSPC)

Returns By Period

StoneX Group Inc. had a return of 2.13% year-to-date (YTD) and 43.23% in the last 12 months. Over the past 10 years, StoneX Group Inc. had an annualized return of 22.36%, outperforming the S&P 500 benchmark which had an annualized return of 11.22%.


SNEX

YTD

2.13%

1M

-3.00%

6M

34.42%

1Y

43.23%

5Y*

24.97%

10Y*

22.36%

^GSPC (Benchmark)

YTD

0.47%

1M

-2.98%

6M

5.95%

1Y

24.05%

5Y*

12.57%

10Y*

11.22%

*Annualized

Monthly Returns

The table below presents the monthly returns of SNEX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-10.94%5.34%1.44%3.33%3.40%0.32%10.66%-0.58%-1.18%9.97%15.24%-5.58%32.70%
2023-7.79%14.74%2.68%-5.27%-18.13%3.47%10.75%2.03%3.24%-1.65%-3.80%20.78%16.21%
20227.12%15.00%-1.62%-8.69%10.76%4.00%11.60%6.55%-10.66%12.52%8.73%-6.08%55.59%
2021-7.56%7.79%13.33%-2.84%6.58%-10.38%6.36%8.00%-5.44%4.87%-18.71%9.02%5.79%
2020-2.40%-4.43%-20.40%10.20%27.65%7.82%-4.58%8.04%-9.77%3.56%16.31%-6.04%18.57%
20194.51%13.78%-10.90%4.64%-14.30%13.90%3.01%-3.85%4.72%-2.58%-0.00%22.07%33.49%
20182.28%-8.85%7.64%5.01%11.56%3.42%3.64%4.05%-13.34%-6.29%-13.96%-6.11%-13.99%
2017-6.87%2.36%0.56%-1.61%-7.47%9.26%3.63%-9.30%7.97%8.32%5.71%-3.08%7.40%
2016-15.75%-9.44%4.70%2.13%2.16%-2.15%6.78%23.61%7.86%-7.59%14.51%-3.67%18.35%
2015-6.27%41.23%9.18%7.97%9.25%-5.22%-12.27%-9.26%-6.69%29.57%11.22%-5.96%62.66%
2014-4.60%3.12%3.41%0.58%-2.64%8.14%-1.61%-2.14%-9.70%4.50%-2.49%16.54%11.25%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 87, SNEX is among the top 13% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of SNEX is 8787
Overall Rank
The Sharpe Ratio Rank of SNEX is 8888
Sharpe Ratio Rank
The Sortino Ratio Rank of SNEX is 8282
Sortino Ratio Rank
The Omega Ratio Rank of SNEX is 8080
Omega Ratio Rank
The Calmar Ratio Rank of SNEX is 9494
Calmar Ratio Rank
The Martin Ratio Rank of SNEX is 9090
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for StoneX Group Inc. (SNEX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for SNEX, currently valued at 1.49, compared to the broader market-4.00-2.000.002.001.492.03
The chart of Sortino ratio for SNEX, currently valued at 2.09, compared to the broader market-4.00-2.000.002.004.002.092.71
The chart of Omega ratio for SNEX, currently valued at 1.26, compared to the broader market0.501.001.502.001.261.37
The chart of Calmar ratio for SNEX, currently valued at 2.80, compared to the broader market0.002.004.006.002.803.04
The chart of Martin ratio for SNEX, currently valued at 8.72, compared to the broader market-10.000.0010.0020.008.7212.93
SNEX
^GSPC

The current StoneX Group Inc. Sharpe ratio is 1.49. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of StoneX Group Inc. with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.001.002.003.004.00AugustSeptemberOctoberNovemberDecember2025
1.49
2.03
SNEX (StoneX Group Inc.)
Benchmark (^GSPC)

Dividends

Dividend History


StoneX Group Inc. doesn't pay dividends

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%AugustSeptemberOctoberNovemberDecember2025
-4.49%
-2.98%
SNEX (StoneX Group Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the StoneX Group Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the StoneX Group Inc. was 97.68%, occurring on Feb 13, 2002. Recovery took 1138 trading sessions.

The current StoneX Group Inc. drawdown is 4.49%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-97.68%Jan 25, 2000515Feb 13, 20021138Aug 21, 20061653
-86.86%Dec 21, 2006489Dec 1, 20082383May 21, 20182872
-75.12%Oct 24, 1997285Dec 10, 199837Feb 4, 1999322
-64.16%Apr 15, 1999143Nov 4, 199952Jan 20, 2000195
-48.65%Aug 27, 2018390Mar 16, 202058Jun 8, 2020448

Volatility

Volatility Chart

The current StoneX Group Inc. volatility is 9.26%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%AugustSeptemberOctoberNovemberDecember2025
9.26%
4.47%
SNEX (StoneX Group Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of StoneX Group Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for StoneX Group Inc..


Loading data...

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
PortfoliosLab logo
Performance Analysis
Portfolio AnalysisPortfolio PerformanceStock ComparisonSharpe RatioMartin RatioTreynor RatioSortino RatioOmega RatioCalmar RatioSummers Ratio
Community
Discussions


Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

Copyright © 2025 PortfoliosLab