SNEX (StoneX Group) 3-Year ROIIC % : 7.51% (As of Sep. 2025) — 73% Above Median


SNEX StoneX Group Inc SNEX
78 GF Score
Price $120.36
GF Value $67.43
Valuation Significantly Overvalued
! 3 Warning Signs
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What is StoneX Group 3-Year ROIIC %?

StoneX Group SNEX -2.78% 78 3-Year ROIIC % is 7.51 as of Sep. 2025, which is 73% above its 10-year median of 4.35. GuruFocus rates SNEX with a GF Score™ of 78/100 and a GF Value™ of $67.43 (Significantly Overvalued). The stock has 3 warning signs investors should review. Among 658 Capital Markets companies, StoneX Group ranks better than 60.03% on this metric.

3-Year Return on Invested Incremental Capital (3-Year ROIIC %) measures the change in earnings as a percentage of change in investment over 3-year. StoneX Group's 3-Year ROIIC % for the quarter that ended in Sep. 2025 was 7.51%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.

The industry rank for StoneX Group's 3-Year ROIIC % or its related term are showing as below:

SNEX's 3-Year ROIIC % is ranked better than
60.03% of 658 companies
in the Capital Markets industry
Industry Median: 2.78 vs SNEX: 7.51

StoneX Group  (NAS:SNEX) 3-Year ROIIC % Explanation

Return on Incremental Invested Capital (ROIIC) is an extension of Return on Investment Capital (ROIC). ROIC % tells investors how efficiently that profitability is earned per dollar of company capital. ROIIC narrows the focus even further and shows how profitable each additional unit of capital investment could be. ROIIC % is a more powerful metric than ROIC because it measures how much money the company can generate going forward on future capital investments.

High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.

Be Aware

It's important to keep in mind that when tracking ROIIC, the metric is better suited to forecasting the trend of future returns rather than measuring current return on investment.


StoneX Group 3-Year ROIIC % Related Terms


StoneX Group 3-Year ROIIC % Historical Data

* Premium members only.

The historical data trend for StoneX Group's 3-Year ROIIC % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

StoneX Group 3-Year ROIIC % Chart

StoneX Group Annual Data
Trend Sep16 Sep17 Sep18 Sep19 Sep20 Sep21 Sep22 Sep23 Sep24 Sep25
3-Year ROIIC %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 1.67 6.29 17.28 16.78 7.51

StoneX Group Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
3-Year ROIIC % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 0.00 0.00 7.51 0.00 0.00

SNEX vs RIOT, SF, JEF: 3-Year ROIIC % Comparison

For the Capital Markets subindustry, StoneX Group's 3-Year ROIIC %, along with its competitors' market caps and 3-Year ROIIC % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


StoneX Group 3-Year ROIIC % vs Capital Markets Industry

For the Capital Markets industry and Financial Services sector, StoneX Group's 3-Year ROIIC % distribution charts can be found below:

* The bar in red indicates where StoneX Group's 3-Year ROIIC % falls into.


SNEX
78GF Score
StoneX Group Inc SNEX
3-Year ROIIC % is just one metric. See GF Score™, valuation, warning signs, and more.
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StoneX Group 3-Year ROIIC % Calculation

StoneX Group's 3-Year ROIIC % for the quarter that ended in Sep. 2025 is calculated as:

3-Year ROIIC %=3-Year Incremental Net Operating Profit After Taxes (NOPAT)**/3-Year Incremental Invested Capital**
=( 1420.12374 (Sep. 2025) - 348.74628 (Sep. 2022) )/( 22042.8 (Sep. 2025) - 7783.5 (Sep. 2022) )
=1071.37746/14259.3
=7.51%***

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

** Annual data of NOPAT and Invested Capital was used to calculate 3-Year ROIIC %.
*** Please be aware that the ROIIC (Return on Invested Capital) calculations are based on company-level data using the primary share class. The calculated data provided is for demonstration purposes and may slightly differ from the results displayed in the title due to potential variations caused by currency exchange rate differences throughout the year.

Frequently Asked Questions Learn more about 3-Year ROIIC % →
What does a 3-Year ROIIC % of 7.51 mean?
StoneX Group (SNEX) has a 3-Year ROIIC % of 7.51 as of Sep. 2025. 3-Year ROIIC % measures the change in earnings as a percentage of change in investment over 3-year. View historical data on StoneX Group and its competitors. This is 73% above median its historical median of 4.35. Over the past decade, StoneX Group's 3-Year ROIIC % has ranged from 0.73 to 17.28. According to the industry distribution chart, StoneX Group ranks #263 out of 658 companies in the Capital Markets industry, placing it in the top 40%.
Is StoneX Group's 3-Year ROIIC % too high?
StoneX Group's current 3-Year ROIIC % of 7.51 is 73% above median its 10-year median of 4.35. Over the past 10 years, this metric has ranged from a low of 0.73 to a high of 17.28. The Capital Markets industry median 3-Year ROIIC % is 2.78. StoneX Group's value of 7.51 is 170.1% above this industry median. Based on the distribution chart, StoneX Group ranks #263 out of 658 companies in the Capital Markets industry, which is above the industry midpoint. Overall, StoneX Group has a GF Score™ of 78/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does StoneX Group's 3-Year ROIIC % compare to RIOT and SF?
According to the Capital Markets industry distribution chart, StoneX Group ranks #263 out of 658 companies for 3-Year ROIIC %. This puts StoneX Group in the upper half of its industry. The industry median 3-Year ROIIC % is 2.78. StoneX Group's value of 7.51 is 170.1% above this benchmark. Historically, StoneX Group's own 3-Year ROIIC % has ranged from 0.73 to 17.28 over the past decade. While the company's 10-year median is 4.35 vs. the industry median of 2.78, StoneX Group has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 3-Year ROIIC % for a Capital Markets company?
The median 3-Year ROIIC % among Capital Markets companies is 2.78, based on 658 companies in the industry. Companies in the top quartile (top 25%) have a 3-Year ROIIC % significantly above this median, while those in the bottom quartile fall well below. However, 3-Year ROIIC % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. StoneX Group's current 3-Year ROIIC % of 7.51 is 170.1% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 3-Year ROIIC % mean?
A high 3-Year ROIIC % can signal that a stock is expensive relative to its fundamentals. 3-Year ROIIC % measures the change in earnings as a percentage of change in investment over 3-year. View historical data on StoneX Group and its competitors. For the Capital Markets industry, the median 3-Year ROIIC % is 2.78 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. StoneX Group's current 3-Year ROIIC % is 7.51, which is 73% above median its own 10-year median of 4.35. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is StoneX Group stock overvalued right now?
Based on GuruFocus' analysis, StoneX Group (SNEX) is currently considered Significantly Overvalued. The stock's GF Value™ is $67.43, compared to a current price of $120.36 — trading 78.5% above its estimated fair value. The current 3-Year ROIIC % is 7.51, which is 73% above median its 10-year median of 4.35 and 170.1% above the Capital Markets industry median of 2.78. StoneX Group's overall GF Score™ is 78/100 with 3 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 3-Year ROIIC % calculated?
3-Year ROIIC % is calculated from a company's financial statements. For StoneX Group (SNEX), the current 3-Year ROIIC % is 7.51 as of Sep. 2025. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is StoneX Group (SNEX) Overvalued in 2026?

Based on GuruFocus' analysis, StoneX Group stock appears to be overvalued. The current stock price of $120.36 is trading 78.5% above its estimated GF Value™ of $67.43. GuruFocus considers StoneX Group to be Significantly Overvalued.

Key valuation signals for SNEX:

  • 3-Year ROIIC %: 7.51 (73% above median its 10-year median of 4.35)
  • GF Value™: $67.43 vs. price of $120.36 (78.5% above fair value)
  • GF Score™: 78/100 with 3 warning signs
  • Industry Position: 170.1% above the Capital Markets median (#263 of 658)

No single metric tells the full story. See the SNEX stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


StoneX Group Business Description

Other Exchanges SNEX:MexicoI4F:Germany
Address 230 Park Avenue, 10th Floor, New York, NY, USA, 10169
StoneX Group Inc is a brokerage and financial services firm. Its service offerings are execution, OTC / Market-Making, advisory services, payment solutions, market intelligence, Physical Trading and clearing services. The firm operates in four segments: Commercial, Institutional, Self-Directed/Retail, and Payments. Its customers include governmental and nongovernmental organizations, commercial banks, brokers, institutional investors, and investment banks. The company operates in the United States, South America, Europe, the Middle East and Asia, and other countries, out of which the majority of revenue is generated from the Middle East and Asia Region.
78GF Score

Get the complete analysis for SNEX

3-Year ROIIC % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$120.36
Price
$67.43
GF Value