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ISIN
US8618961085
CUSIP
861896108
IPO Date
Nov 15, 1996

Highlights

Market Cap
$11.31B
Enterprise Value
$9.18B
EPS (TTM)
$7.78
PE Ratio
17.83
PEG Ratio
0.67
Total Revenue (TTM)
$152.34B
Gross Profit (TTM)
$47.64B
EBITDA (TTM)
$2.46B
Year Range
$53.52 - $141.99
ROA (TTM)
0.86%
ROE (TTM)
17.13%

Share Price Chart


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Performance

SNEX Performance Chart

StoneX Group Inc. (SNEX) is up 118.8% since the beginning of the year. At $139 per share, SNEX is trading just below its 52-week high of $142. Investors who bought $1,000 worth of SNEX shares 5 years ago would now be looking at an investment worth $7,403.


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S&P 500 Index

Returns By Period

StoneX Group Inc. (SNEX) has returned 118.84% so far this year and 145.88% over the past 12 months. Looking at the last ten years, SNEX has achieved an annualized return of 33.48%, outperforming the S&P 500 Index benchmark, which averaged 13.88% per year.


StoneX Group Inc.

1D
-0.16%
1M
23.79%
YTD
118.84%
6M
115.47%
1Y
145.88%
3Y*
77.18%
5Y*
49.24%
10Y*
33.48%

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SNEX Monthly Returns History

Based on dividend-adjusted daily data since Nov 15, 1996, SNEX's average daily return is +0.18%, while the average monthly return is +2.98%. At this rate, an investment would double in approximately 2.0 years.

Historically, 52% of months were positive and 48% were negative. The best month was Oct 2002 with a return of +162.3%, while the worst month was Nov 2008 at -47.9%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 7 months.

On a daily basis, SNEX closed higher 46% of trading days. The best single day was Feb 4, 1999 with a return of +127.4%, while the worst single day was Feb 13, 2002 at -39.7%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
202618.01%13.58%-5.12%31.47%6.90%22.44%118.84%
202511.79%10.18%-5.06%15.95%-4.41%7.66%6.69%5.07%-1.22%-8.92%-1.43%4.99%45.65%
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%-18.72%9.03%5.79%

Benchmark Metrics

StoneX Group Inc. has an annualized alpha of 43.50%, beta of 0.98, and R2 of 0.05 versus S&P 500 Index. Calculated based on daily prices since November 15, 1996.

  • This stock captured 132.89% of S&P 500 Index gains but only 90.06% of its losses - a favorable profile for investors.
  • R2 of 0.05 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
43.50%
Beta
0.98
0.05
Upside Capture
132.89%
Downside Capture
90.06%

Return for Risk

Risk / Return Rank

SNEX ranks 95 for risk / return — in the top 95% of stocks on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.


SNEX Risk / Return Rank: 9595
Overall Rank
SNEX Sharpe Ratio Rank: 9797
Sharpe Ratio Rank
SNEX Sortino Ratio Rank: 9393
Sortino Ratio Rank
SNEX Omega Ratio Rank: 9494
Omega Ratio Rank
SNEX Calmar Ratio Rank: 9696
Calmar Ratio Rank
SNEX Martin Ratio Rank: 9595
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for StoneX Group Inc. (SNEX) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


SNEXBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

+1.40

Sortino ratioReturn per unit of downside risk

+0.74

Omega ratioGain probability vs. loss probability

1.52

1.37

+0.15

Calmar ratioReturn relative to maximum drawdown

7.02

2.78

+4.23

Martin ratioReturn relative to average drawdown

17.98

12.44

+5.54

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.


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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 97.89%, occurring on Feb 13, 2002. Recovery took 1139 trading sessions.

The current StoneX Group Inc. drawdown is 0.16%.


Related event

Drawdown

Fall

Recovery

Underwater

Dot-com crash2000–2002
-97.89%Feb 2002
2y 20d4y 6mo
6y 7moJan 2000 - Aug 2006
Financial crisis2007–2009
-86.86%Dec 2008
1y 11mo9y 5mo
11y 5moDec 2006 - May 2018
1998 bear market1998
-77.37%Dec 1998
1y 1mo1mo 26d
1y 3moOct 1997 - Feb 1999
1999 bear market1999
-64.17%Nov 1999
6mo 23d2mo 17d
9mo 10dApr 1999 - Jan 2000
COVID crash2020
-48.65%Mar 2020
1y 6mo2mo 24d
1y 9moAug 2018 - Jun 2020

Drawdown Indicators


SNEXBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-97.89%

-56.78%

-41.11%

Max Drawdown (1Y)

Largest decline over 1 year

-20.91%

-9.10%

-11.81%

Max Drawdown (3Y)

Largest decline over 3 years

-20.91%

-18.90%

-2.01%

Max Drawdown (5Y)

Largest decline over 5 years

-24.07%

-25.43%

+1.36%

Max Drawdown (10Y)

Largest decline over 10 years

-48.65%

-33.92%

-14.73%

Current Drawdown

Current decline from peak

-0.16%

-1.80%

+1.64%

Average Drawdown

Average peak-to-trough decline

-42.86%

-10.71%

-32.15%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.15%

2.03%

+6.12%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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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

Valuation

The Valuation section provides an overview of how StoneX Group Inc. is priced in the market compared to other companies in the Capital Markets industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio

The chart displays the Price-to-Earnings (P/E) ratio for SNEX, comparing it with other companies in the Capital Markets industry. Currently, SNEX has a P/E ratio of 17.8. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.

PEG Ratio

The chart shows the Price/Earnings to Growth (PEG) ratio for SNEX compared to other companies in the Capital Markets industry. SNEX currently has a PEG ratio of 0.7. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for SNEX relative to other companies in the Capital Markets industry. Currently, SNEX has a P/S ratio of 0.1. This P/S ratio is low compared to the industry average. It may indicate that the stock is undervalued relative to its revenue, or that the market expects slower growth or lower margins.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for SNEX in comparison with other companies in the Capital Markets industry. Currently, SNEX has a P/B value of 4.2. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.

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
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