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Upturn AI SWOT - About
Marex Group plc Ordinary Shares (MRX)
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Upturn Advisory Summary
03/27/2025: MRX (4-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
AI Based Fundamental Rating
Outstanding Performance
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
Analysis of Past Performance
Type Stock | Historic Profit 51.59% | Avg. Invested days 73 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  5.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.78B USD | Price to earnings Ratio 11.89 | 1Y Target Price 29.5 |
Price to earnings Ratio 11.89 | 1Y Target Price 29.5 | ||
Volume (30-day avg) 494208 | Beta - | 52 Weeks Range 17.87 - 39.88 | Updated Date 03/22/2025 |
52 Weeks Range 17.87 - 39.88 | Updated Date 03/22/2025 | ||
Dividends yield (FY) 2.22% | Basic EPS (TTM) 2.12 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Geography
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 7.85% | Operating Margin (TTM) 12.96% |
Management Effectiveness
Return on Assets (TTM) 0.98% | Return on Equity (TTM) 20.2% |
Valuation
Trailing PE 11.89 | Forward PE 9.34 | Enterprise Value -739384284 | Price to Sales(TTM) 0.86 |
Enterprise Value -739384284 | Price to Sales(TTM) 0.86 | ||
Enterprise Value to Revenue - | Enterprise Value to EBITDA - | Shares Outstanding 70818096 | Shares Floating 18955497 |
Shares Outstanding 70818096 | Shares Floating 18955497 | ||
Percent Insiders 63.59 | Percent Institutions 23.23 |
Analyst Ratings
Rating 4.5 | Target Price 29.5 | Buy 4 | Strong Buy 4 |
Buy 4 | Strong Buy 4 | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Marex Group plc Ordinary Shares
Company Overview
History and Background
Marex Group plc is a diversified global financial services platform, providing essential liquidity, market access and infrastructure services to clients. Founded in 2005.
Core Business Areas
- Agricultural Products: Provides broking, clearing and execution services in agricultural commodities.
- Base Metals: Offers trading and hedging solutions in base metals, including futures, options, and OTC derivatives.
- Energy: Provides access to global energy markets, including crude oil, natural gas, and refined products.
- Financials: Offers brokerage and execution services in financial derivatives, including interest rate products and equity derivatives.
Leadership and Structure
Ian Lowitt serves as the CEO. The organizational structure is built on a global regional model across key business segments.
Top Products and Market Share
Key Offerings
- Agricultural Commodities Trading: Provides execution, clearing, and brokerage services for agricultural commodities such as grains, oilseeds, and softs. Market share varies by specific commodity; the company is a top-tier player in many of the markets it serves. Competitors include ADM Investor Services, StoneX, and ED&F Man.
- Metals Trading: Offers trading solutions for base metals and precious metals, including futures, options, and OTC derivatives. Market share is significant, particularly in LME markets. Competitors include Sucden Financial, Triland Metals, and Goldman Sachs.
Market Dynamics
Industry Overview
The financial services industry is currently characterized by volatility, regulatory changes, and technological advancements. The commodity markets are influenced by global supply and demand, geopolitical events, and macroeconomic factors.
Positioning
Marex is a mid-sized player with a strong presence in specific niches, focusing on specialist expertise and client service. Competitive advantages include its global reach and diversified product offering.
Total Addressable Market (TAM)
The TAM is substantial, encompassing global commodity and financial derivatives trading. Marex is positioned to capture a larger share through expansion and strategic acquisitions.
Upturn SWOT Analysis
Strengths
- Diversified revenue streams
- Global reach
- Strong expertise in niche markets
- Experienced management team
- Strong risk management
Weaknesses
- Smaller scale compared to major global banks
- Reliance on commodity market volatility
- Complexity of regulatory landscape
- Integration risk from acquisitions
Opportunities
- Further expansion into new geographic markets
- Increased demand for risk management solutions
- Technological innovation
- Strategic acquisitions
Threats
- Increased competition
- Regulatory changes
- Economic downturns
- Geopolitical risks
- Cybersecurity threats
Competitors and Market Share
Key Competitors
- INTL
- STX
- TPIC
Competitive Landscape
Marex competes with larger global banks and smaller specialized firms. Its advantages include its diversified product offering and client focus. Disadvantages include size and economies of scale compared to larger institutions.
Major Acquisitions
Cowen's global prime brokerage and outsourced trading business
- Year: 2023
- Acquisition Price (USD millions): 534
- Strategic Rationale: Expand prime brokerage services and global reach.
Growth Trajectory and Initiatives
Historical Growth: Marex has grown organically and through acquisitions, expanding its product offerings and geographic reach. Strategic acquisitions have been a major component of the company's historical growth.
Future Projections: Analysts project continued growth in revenue and earnings, driven by market expansion and strategic initiatives. Forecasted figures require up-to-date analysis.
Recent Initiatives: Recent initiatives include acquisitions of regional businesses, investments in technology and expansion of product offerings.
Summary
Marex Group is a diversified financial services firm with a strong presence in niche commodity markets, leveraging acquisitions and strategic initiatives for growth. The company exhibits healthy financials but faces the challenges of regulatory complexity and competition from larger institutions. Opportunities lie in further geographic expansion and technological innovation while managing economic downturns and geopolitical risks.
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TPIC
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TPIC
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Sources and Disclaimers
Data Sources:
- Company Filings
- Financial News Outlets
- Analyst Reports
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Market conditions and company performance can change rapidly. Consult with a qualified financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Marex Group plc Ordinary Shares
Exchange NASDAQ | Headquaters - | ||
IPO Launch date 2024-04-25 | Group CEO & Executive Director Mr. Ian Theo Lowitt | ||
Sector Financial Services | Industry Capital Markets | Full time employees 2425 | Website https://www.marex.com |
Full time employees 2425 | Website https://www.marex.com | ||
Marex Group plc, a financial services platform, provides liquidity, market access, and infrastructure services to clients in the energy, commodities, and financial markets. It operates through four segments: Market Making, Clearing, Agency and Execution, and Hedging and Investment Solutions. The company offers execution and clearing services in metals, agricultural products, and financial futures and options; liquidity and execution services for financial securities through trading desks that cover products, including foreign exchange, equities, fixed income, and others. It also acts as an agent to trades in OTC energy products using knowledge of the energy sector and relationships with clients; and provides market making services across commodities markets, such as metals, agricultural products, and energy and securities markets. In addition, the company offers OTC traded hedging and customized OTC derivatives solutions; and risk management solutions across commodity markets comprising agriculture, metals, energy, and currency markets. Further, it engages in the structured notes business, which allows investors to build their own structured notes across asset classes, including commodities, equities, foreign exchange, and fixed income products for private banks, independent asset managers, pension funds, and corporates. The company operates in the United Kingdom, the United States, and internationally. Marex Group plc was incorporated in 2005 and is headquartered in London, the United Kingdom.
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