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StoneX Group Inc. (SNEX)
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN
US8618961085
CUSIP
861896108
IPO Date
Nov 15, 1996

Highlights

Market Cap
$4.33B
Enterprise Value
$2.73B
EPS (TTM)
$6.94
PE Ratio
11.62
PEG Ratio
0.43
Total Revenue (TTM)
$143.47B
Gross Profit (TTM)
$169.34B
EBITDA (TTM)
$2.17B
Year Range
$43.33 - $88.38
ROA (TTM)
0.75%
ROE (TTM)
14.27%

Share Price Chart


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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.


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S&P 500 Index

Returns By Period

StoneX Group Inc. (SNEX) has returned 27.17% so far this year and 58.39% over the past 12 months. Looking at the last ten years, SNEX has achieved an annualized return of 26.09%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.


StoneX Group Inc.

1D
3.46%
1M
-5.12%
YTD
27.17%
6M
19.87%
1Y
58.39%
3Y*
38.02%
5Y*
32.84%
10Y*
26.09%

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Nov 15, 1996, SNEX's average daily return is +0.17%, while the average monthly return is +2.81%. At this rate, your investment would double in approximately 2.1 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 45% 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%27.17%
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 41.30%, beta of 0.97, and R² of 0.05 versus S&P 500 Index. Calculated based on daily prices since November 18, 1996.

  • This stock captured 128.27% of S&P 500 Index gains but only 93.54% 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
41.30%
Beta
0.97
0.05
Upside Capture
128.27%
Downside Capture
93.54%

Return for Risk

Risk / Return Rank

SNEX ranks 80 for risk / return — better than 80% of stocks on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.


SNEX Risk / Return Rank: 8080
Overall Rank
SNEX Sharpe Ratio Rank: 8282
Sharpe Ratio Rank
SNEX Sortino Ratio Rank: 7474
Sortino Ratio Rank
SNEX Omega Ratio Rank: 7777
Omega Ratio Rank
SNEX Calmar Ratio Rank: 8484
Calmar Ratio Rank
SNEX Martin Ratio Rank: 8282
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 a chosen benchmark (S&P 500 Index).


SNEXBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

1.43

0.90

+0.54

Sortino ratio

Return per unit of downside risk

1.85

1.39

+0.47

Omega ratio

Gain probability vs. loss probability

1.27

1.21

+0.06

Calmar ratio

Return relative to maximum drawdown

2.82

1.40

+1.42

Martin ratio

Return relative to average drawdown

6.87

6.61

+0.26

Explore SNEX risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

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 7.62%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-97.89%Jan 25, 2000515Feb 13, 20021139Aug 22, 20061654
-86.86%Dec 21, 2006489Dec 1, 20082383May 21, 20182872
-77.37%Oct 24, 1997285Dec 10, 199837Feb 4, 1999322
-64.17%Apr 15, 1999143Nov 4, 199952Jan 20, 2000195
-48.65%Aug 27, 2018390Mar 16, 202058Jun 8, 2020448

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 11.6. 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 0.4. 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 0.0. 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 1.7. 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