SNEX vs. CCAP

Last updated Jun 3, 2026

SNEX (StoneX Group Inc.) and CCAP (Crescent Capital BDC, Inc.) are both stocks. Both are in the Financial Services sector — SNEX in Capital Markets, CCAP in Asset Management. Over the past 5 years, SNEX returned 39.87%/yr vs 2.27%/yr for CCAP. At a 0.23 correlation, their price movements are largely independent.

Performance

SNEX vs. CCAP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in StoneX Group Inc. (SNEX) and Crescent Capital BDC, Inc. (CCAP). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, SNEX achieves a 69.62% return, which is significantly higher than CCAP's -14.03% return.

SNEX

• 1D: -6.91%
• 1M: 2.26%
• YTD: 69.62%
• 6M: 82.16%
• 1Y: 90.57%
• 3Y*: 62.84%
• 5Y*: 39.87%
• 10Y*: 29.54%

CCAP

• 1D: -0.51%
• 1M: -16.22%
• YTD: -14.03%
• 6M: -12.41%
• 1Y: -12.31%
• 3Y*: 6.69%
• 5Y*: 2.27%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

SNEX vs. CCAP - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020
SNEX StoneX Group Inc.	69.62%	45.65%	32.70%	16.21%	55.59%	5.79%	21.16%
CCAP Crescent Capital BDC, Inc.	-14.03%	-17.51%	23.51%	52.61%	-17.99%	32.51%	1.53%

Correlation

The correlation between SNEX and CCAP is 0.22, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.22
Correlation (3Y) Calculated over the trailing 3-year period	0.29
Correlation (5Y) Calculated over the trailing 5-year period	0.27
Correlation (All Time) Calculated using the full available price history since Feb 4, 2020	0.23

Fundamentals

Market Cap SNEX : $8.76B CCAP : $429.79M
EPS SNEX : $7.78 CCAP : $1.25
PE Ratio SNEX : 13.82 CCAP : 9.35
PEG Ratio SNEX : 0.52 CCAP : 0.17
PS Ratio SNEX : 0.04 CCAP : 2.67
PB Ratio SNEX : 3.25 CCAP : 0.64
Total Revenue (TTM) SNEX : $152.34B CCAP : $161.27M
Gross Profit (TTM) SNEX : $47.64B CCAP : $64.37M
EBITDA (TTM) SNEX : $2.46B CCAP : $52.24M

Return for Risk

SNEX vs. CCAP — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SNEX

SNEX Risk / Return Rank: 87
SNEX Sharpe Ratio Rank: 89
SNEX Sortino Ratio Rank: 83
SNEX Omega Ratio Rank: 86
SNEX Calmar Ratio Rank: 89
SNEX Martin Ratio Rank: 88

CCAP

CCAP Risk / Return Rank: 15
CCAP Sharpe Ratio Rank: 19
CCAP Sortino Ratio Rank: 18
CCAP Omega Ratio Rank: 19
CCAP Calmar Ratio Rank: 18
CCAP Martin Ratio Rank: 3

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.

SNEX vs. CCAP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for StoneX Group Inc. (SNEX) and Crescent Capital BDC, Inc. (CCAP). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

	SNEX	CCAP	Difference
Sharpe ratio Return per unit of total volatility	2.18	-0.49	+2.67
Sortino ratio Return per unit of downside risk	2.58	-0.53	+3.11
Omega ratio Gain probability vs. loss probability	1.38	0.93	+0.44
Calmar ratio Return relative to maximum drawdown	4.33	-0.62	+4.95
Martin ratio Return relative to average drawdown	11.19	-1.62	+12.80
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

SNEX vs. CCAP - Sharpe Ratio Comparison

The current SNEX Sharpe Ratio is 2.18, which is higher than the CCAP Sharpe Ratio of -0.49. The chart below compares the historical Sharpe Ratios of SNEX and CCAP, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	SNEX	CCAP	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.18	-0.49	+2.67
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	1.15	0.10	+1.04
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.81	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.20	0.19	+0.02

Drawdowns

SNEX vs. CCAP - Drawdown Comparison

The maximum SNEX drawdown since its inception was -97.89%, which is greater than CCAP's maximum drawdown of -63.68%. Use the drawdown chart below to compare losses from any high point for SNEX and CCAP.

Drawdown Indicators

	SNEX	CCAP	Difference
Max Drawdown Largest peak-to-trough decline	-97.89%	-63.68%	-34.21%
Max Drawdown (1Y) Largest decline over 1 year	-20.91%	-23.77%	+2.86%
Max Drawdown (3Y) Largest decline over 3 years	-20.91%	-35.30%	+14.39%
Max Drawdown (5Y) Largest decline over 5 years	-24.07%	-35.30%	+11.23%
Max Drawdown (10Y) Largest decline over 10 years	-48.65%	—	—
Current Drawdown Current decline from peak	-11.77%	-31.85%	+20.08%
Average Drawdown Average peak-to-trough decline	-42.94%	-12.76%	-30.18%
Ulcer Index Depth and duration of drawdowns from previous peaks	8.10%	9.15%	-1.05%

Volatility

SNEX vs. CCAP - Volatility Comparison

StoneX Group Inc. (SNEX) has a higher volatility of 17.25% compared to Crescent Capital BDC, Inc. (CCAP) at 12.20%. This indicates that SNEX's price experiences larger fluctuations and is considered to be riskier than CCAP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	SNEX	CCAP	Difference
Volatility (1M) Calculated over the trailing 1-month period	17.25%	12.20%	+5.05%
Volatility (6M) Calculated over the trailing 6-month period	30.98%	20.13%	+10.85%
Volatility (1Y) Calculated over the trailing 1-year period	41.85%	25.24%	+16.61%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	34.99%	22.16%	+12.83%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	36.43%	33.91%	+2.52%

Dividends

SNEX vs. CCAP - Dividend Comparison

SNEX has not paid dividends to shareholders, while CCAP's dividend yield for the trailing twelve months is around 15.12%.

Position	TTM	2025	2024	2023	2022	2021	2020
CCAP Crescent Capital BDC, Inc.	15.12%	13.02%	10.61%	10.41%	14.83%	9.63%	11.26%
SNEX StoneX Group Inc.	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Financials

SNEX vs. CCAP - Profitability Comparison

The chart below illustrates the profitability comparison between StoneX Group Inc. and Crescent Capital BDC, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

SNEX - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, StoneX Group Inc. reported a gross profit of 45.35B and revenue of 45.76B. Therefore, the gross margin over that period was 99.1%.

CCAP - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Crescent Capital BDC, Inc. reported a gross profit of 0.00 and revenue of 37.91M. Therefore, the gross margin over that period was 0.0%.

SNEX - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, StoneX Group Inc. reported an operating income of 45.32B and revenue of 45.76B, resulting in an operating margin of 99.0%.

CCAP - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Crescent Capital BDC, Inc. reported an operating income of 0.00 and revenue of 37.91M, resulting in an operating margin of 0.0%.

SNEX - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, StoneX Group Inc. reported a net income of 174.30M and revenue of 45.76B, resulting in a net margin of 0.4%.

CCAP - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Crescent Capital BDC, Inc. reported a net income of 15.49M and revenue of 37.91M, resulting in a net margin of 40.9%.

Frequently Asked Questions

Can I hold both SNEX and CCAP in my portfolio?

SNEX and CCAP have a correlation of 0.22, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, SNEX or CCAP?

SNEX has higher volatility (17.25%) compared to CCAP (12.20%). In terms of maximum drawdown, SNEX dropped -97.89% vs CCAP's -63.68%.

Which has better risk-adjusted returns?

SNEX currently has the higher Sharpe Ratio (2.18 vs -0.49), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.