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SNEX vs. FSK
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

SNEX vs. FSK - Performance Comparison

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

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Returns By Period

In the year-to-date period, SNEX achieves a 71.98% return, which is significantly higher than FSK's -23.50% return. Over the past 10 years, SNEX has outperformed FSK with an annualized return of 29.72%, while FSK has yielded a comparatively lower 2.45% annualized return.


SNEX

1D
1.39%
1M
3.01%
YTD
71.98%
6M
75.17%
1Y
92.57%
3Y*
63.59%
5Y*
40.37%
10Y*
29.72%

FSK

1D
-0.92%
1M
-7.06%
YTD
-23.50%
6M
-26.57%
1Y
-39.65%
3Y*
-4.54%
5Y*
-0.87%
10Y*
2.45%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SNEX vs. FSK - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SNEX
StoneX Group Inc.
71.98%45.65%32.70%16.21%55.59%5.79%18.57%33.49%-13.99%7.40%
FSK
FS KKR Capital Corp.
-23.50%-20.38%25.71%33.04%-4.71%41.59%-10.27%33.89%-20.23%-21.23%

Correlation

The correlation between SNEX and FSK is 0.16, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.16

Correlation (3Y)
Calculated over the trailing 3-year period

0.27

Correlation (5Y)
Calculated over the trailing 5-year period

0.30

Correlation (10Y)
Calculated over the trailing 10-year period

0.29

Correlation (All Time)
Calculated using the full available price history since Apr 17, 2014

0.27

The correlation between SNEX and FSK shifts across timeframes, from 0.16 (1 year) to 0.30 (5 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

SNEX:

$8.88B

FSK:

$3.02B

EPS

SNEX:

$7.78

FSK:

-$0.39

PS Ratio

SNEX:

0.04

FSK:

3.79

PB Ratio

SNEX:

3.29

FSK:

0.57

Total Revenue (TTM)

SNEX:

$152.34B

FSK:

$798.00M

Gross Profit (TTM)

SNEX:

$47.64B

FSK:

$172.00M

EBITDA (TTM)

SNEX:

$2.46B

FSK:

$110.43M

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Return for Risk

SNEX vs. FSK — Risk / Return Rank

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

SNEX
SNEX Risk / Return Rank: 8787
Overall Rank
SNEX Sharpe Ratio Rank: 9090
Sharpe Ratio Rank
SNEX Sortino Ratio Rank: 8383
Sortino Ratio Rank
SNEX Omega Ratio Rank: 8686
Omega Ratio Rank
SNEX Calmar Ratio Rank: 8989
Calmar Ratio Rank
SNEX Martin Ratio Rank: 8989
Martin Ratio Rank

FSK
FSK Risk / Return Rank: 66
Overall Rank
FSK Sharpe Ratio Rank: 11
Sharpe Ratio Rank
FSK Sortino Ratio Rank: 33
Sortino Ratio Rank
FSK Omega Ratio Rank: 33
Omega Ratio Rank
FSK Calmar Ratio Rank: 1111
Calmar Ratio Rank
FSK Martin Ratio Rank: 1212
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.

SNEX vs. FSK - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for StoneX Group Inc. (SNEX) and FS KKR Capital Corp. (FSK). 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.


SNEXFSKDifference
Sharpe ratioReturn per unit of total volatility

+3.53

Sortino ratioReturn per unit of downside risk

+4.47

Omega ratioGain probability vs. loss probability

1.38

0.75

+0.63

Calmar ratioReturn relative to maximum drawdown

4.45

-0.78

+5.23

Martin ratioReturn relative to average drawdown

11.43

-1.24

+12.67

SNEX vs. FSK - Sharpe Ratio Comparison

The current SNEX Sharpe Ratio is 2.22, which is higher than the FSK Sharpe Ratio of -1.30. The chart below compares the historical Sharpe Ratios of SNEX and FSK, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


SNEXFSKDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.22

-1.30

+3.53

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.16

-0.04

+1.20

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.82

0.09

+0.73

Sharpe Ratio (All Time)

Calculated using the full available price history

0.20

0.10

+0.11

Drawdowns

SNEX vs. FSK - Drawdown Comparison

The maximum SNEX drawdown since its inception was -97.89%, which is greater than FSK's maximum drawdown of -67.20%. Use the drawdown chart below to compare losses from any high point for SNEX and FSK.


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Drawdown Indicators


SNEXFSKDifference

Max Drawdown

Largest peak-to-trough decline

-97.89%

-67.20%

-30.69%

Max Drawdown (1Y)

Largest decline over 1 year

-20.91%

-51.01%

+30.10%

Max Drawdown (3Y)

Largest decline over 3 years

-20.91%

-51.03%

+30.12%

Max Drawdown (5Y)

Largest decline over 5 years

-24.07%

-51.03%

+26.96%

Max Drawdown (10Y)

Largest decline over 10 years

-48.65%

-67.20%

+18.55%

Current Drawdown

Current decline from peak

-10.54%

-45.02%

+34.48%

Average Drawdown

Average peak-to-trough decline

-42.93%

-13.46%

-29.47%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.13%

32.03%

-23.90%

Volatility

SNEX vs. FSK - Volatility Comparison

StoneX Group Inc. (SNEX) has a higher volatility of 17.29% compared to FS KKR Capital Corp. (FSK) at 6.84%. This indicates that SNEX's price experiences larger fluctuations and is considered to be riskier than FSK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SNEXFSKDifference

Volatility (1M)

Calculated over the trailing 1-month period

17.29%

6.84%

+10.45%

Volatility (6M)

Calculated over the trailing 6-month period

30.77%

26.48%

+4.29%

Volatility (1Y)

Calculated over the trailing 1-year period

41.87%

30.52%

+11.35%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

34.99%

24.05%

+10.94%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

36.43%

27.90%

+8.53%

Dividends

SNEX vs. FSK - Dividend Comparison

SNEX has not paid dividends to shareholders, while FSK's dividend yield for the trailing twelve months is around 23.89%.


PositionTTM20252024202320222021202020192018201720162015
FSK
FS KKR Capital Corp.
23.89%18.91%13.35%14.77%15.20%11.80%15.46%12.40%16.41%11.68%8.65%9.91%
SNEX
StoneX Group Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Financials

SNEX vs. FSK - Financials Comparison

This section allows you to compare key financial metrics between StoneX Group Inc. and FS KKR Capital Corp.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.0010.00B20.00B30.00B40.00B50.00B20222023202420252026
45.76B
304.00M
(SNEX) Total Revenue
(FSK) Total Revenue
Values in USD except per share items

SNEX vs. FSK - Profitability Comparison

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

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%20.0%40.0%60.0%80.0%100.0%20222023202420252026
99.1%
0
Portfolio components
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%.

FSK - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, FS KKR Capital Corp. reported a gross profit of 0.00 and revenue of 304.00M. 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%.

FSK - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, FS KKR Capital Corp. reported an operating income of -1.57M and revenue of 304.00M, resulting in an operating margin of -0.5%.

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%.

FSK - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, FS KKR Capital Corp. reported a net income of 0.00 and revenue of 304.00M, resulting in a net margin of 0.0%.


Frequently Asked Questions


SNEX and FSK have a correlation of 0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

SNEX has higher volatility (17.29%) compared to FSK (6.84%). In terms of maximum drawdown, SNEX dropped -97.89% vs FSK's -67.20%.

SNEX currently has the higher Sharpe Ratio (2.22 vs -1.30), 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.

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