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Upturn AI SWOT - About
SNEX 
Stonex Group Inc (SNEX)
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Upturn Advisory Summary
04/01/2025: SNEX (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit -8.58% | Avg. Invested days 33 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 3.68B USD | Price to earnings Ratio 13.7 | 1Y Target Price 85.33 |
Price to earnings Ratio 13.7 | 1Y Target Price 85.33 | ||
Volume (30-day avg) 451662 | Beta 0.77 | 52 Weeks Range 42.69 - 85.49 | Updated Date 04/1/2025 |
52 Weeks Range 42.69 - 85.49 | Updated Date 04/1/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 5.58 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 0.26% | Operating Margin (TTM) 0.42% |
Management Effectiveness
Return on Assets (TTM) 1.05% | Return on Equity (TTM) 16.98% |
Valuation
Trailing PE 13.7 | Forward PE - | Enterprise Value 14503666795 | Price to Sales(TTM) 0.03 |
Enterprise Value 14503666795 | Price to Sales(TTM) 0.03 | ||
Enterprise Value to Revenue 0.13 | Enterprise Value to EBITDA 8.46 | Shares Outstanding 48126900 | Shares Floating 40127758 |
Shares Outstanding 48126900 | Shares Floating 40127758 | ||
Percent Insiders 10.22 | Percent Institutions 81.39 |
Analyst Ratings
Rating 5 | Target Price 119 | Buy - | Strong Buy 1 |
Buy - | Strong Buy 1 | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Stonex Group Inc
Company Overview
History and Background
Stonex Group Inc. (formerly known as International Assets Holding Corporation) was founded in 1981. It has evolved from a niche player in physical commodities to a diversified financial services firm focusing on global markets.
Core Business Areas
- Securities: Offers fixed income, equities, and foreign exchange trading services, research, and investment banking to institutional clients.
- Commodities: Provides risk management and hedging solutions for agricultural, energy, metals, and financial commodities.
- Global Payments: Offers payments technology and money transfer services.
Leadership and Structure
Sean M. O'Connor is the CEO. The organizational structure is based on business segments, with centralized support functions such as finance and compliance.
Top Products and Market Share
Key Offerings
- Commodity Hedging Solutions: Risk management services for agricultural products, energy, and metals. Market share is estimated to be in the single-digit percentages of the overall commodity brokerage market. Competitors include ADM Investor Services and ED&F Man Capital Markets.
- Foreign Exchange (FX) Trading: Provides access to global FX markets and execution services. Market share is low. Competitors are major banks like JP Morgan, Goldman Sachs, and Citigroup.
- Securities Trading: Offers fixed income, equities, and foreign exchange trading to institutional clients. Revenue generated from security trading is significant. Major competitors include large investment banks.
Market Dynamics
Industry Overview
The financial services industry is highly competitive and subject to regulatory changes. Demand for risk management and trading services fluctuates with market volatility.
Positioning
Stonex Group Inc. is a mid-sized player focusing on providing specialized services to institutional clients and commercial hedgers. It competes with both larger and smaller firms.
Total Addressable Market (TAM)
The total addressable market (TAM) for Stonex's services, including commodities hedging, securities trading, and global payments, is estimated to be in the tens of billions of dollars. Stonex is positioned to capture a portion of this TAM by offering specialized solutions and expanding its client base.
Upturn SWOT Analysis
Strengths
- Diversified business model
- Experienced management team
- Strong risk management capabilities
- Global reach
Weaknesses
- Smaller scale compared to major players
- Reliance on market volatility for trading revenue
- Potential for regulatory scrutiny
Opportunities
- Expansion into new markets
- Increased demand for risk management solutions
- Technological innovation
- Acquisitions of smaller firms
Threats
- Increased competition
- Economic downturns
- Regulatory changes
- Cybersecurity risks
Competitors and Market Share
Key Competitors
- INTL
- ADM
- MAN
Competitive Landscape
Stonex competes with larger and smaller firms. Its competitive advantage lies in its specialized services and experienced management.
Major Acquisitions
Gain Capital Holdings, Inc.
- Year: 2020
- Acquisition Price (USD millions): 236
- Strategic Rationale: Expanded Stonex's retail foreign exchange and CFD business.
Growth Trajectory and Initiatives
Historical Growth: Stonex Group Inc. has grown organically and through acquisitions. Growth has been driven by expanding into new markets and services.
Future Projections: Analysts anticipate continued growth driven by demand for risk management solutions and market volatility.
Recent Initiatives: Recent initiatives include expanding its global payments business and investing in technology infrastructure.
Summary
Stonex Group Inc. is a financial services firm focusing on risk management and trading. While smaller than its major competitors, Stonex boasts a diversified business model with global reach. The company's reliance on market volatility is a notable risk. Future growth is projected through new markets and technological innovation.
Similar Companies
ADM
Archer-Daniels-Midland Company
ADM
Archer-Daniels-Midland Company
CME
CME Group Inc
CME
CME Group Inc
ICE
Intercontinental Exchange Inc
ICE
Intercontinental Exchange Inc
MAN
ManpowerGroup Inc
MAN
ManpowerGroup Inc
Sources and Disclaimers
Data Sources:
- Company filings
- Analyst reports
- Industry publications
Disclaimers:
The information provided is for informational purposes only and does not constitute investment advice. Market conditions and company-specific factors can change rapidly.
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 Stonex Group Inc
Exchange NASDAQ | Headquaters New York, NY, United States | ||
IPO Launch date 1996-11-15 | CEO - | ||
Sector Financial Services | Industry Capital Markets | Full time employees 4620 | Website https://www.stonex.com |
Full time employees 4620 | Website https://www.stonex.com | ||
StoneX Group Inc. operates as a global financial services network that connects companies, organizations, traders, and investors to market ecosystem in the United States, Europe, South America, the Middle East, Asia, and internationally. The company operates through four segments: Commercial, Institutional, Self-Directed/Retail, and Payments. The Commercial segment provides risk management and hedging, voice brokerage, market intelligence, physical commodity trading, and commodity financing, marketing, procurement, logistics, and price management services; and engages in the execution and clearing of exchange-traded and OTC products. The Institutional segment offers a suite of equity trading services to institutional clients; clearing and execution services in futures and securities exchanges; brokerage foreign exchange services for the financial institutions and professional traders; OTC products, including 24-hour a day execution of spot, forwards, and options, as well as non-deliverable forwards in liquid and exotic currencies; and originates, structures, and places debt instruments in capital markets. This segment also acts as an institutional dealer in fixed income securities to serve asset managers, commercial bank trust and investment departments, broker-dealers, and insurance companies; and engages in asset management business. The Self-Directed/Retail segment provides trading services and solutions in the global financial markets, including spot foreign exchange, precious metals trading, contracts for differences, and spread bets; and wealth management services, as well as offers physical gold and other precious metals in various forms and denominations through Stonexbullion.com. The Payments segment provides customized payment, technology, and treasury services to banks and commercial businesses, charities, and non-governmental and government organizations; and pricing and local currency payments services. The company was formerly known as INTL FCStone Inc. and changed its name to StoneX Group Inc. in J
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