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TickerSNEX
SectorFinancial - Capital Markets
Mkt cap$9.7B
EV / EBITDA10.8×
PostureHigh Velocity
Composite78/100
LensBuyer-side
SE-Cluster Research·Issuer Brief·Q2 2026CIK 913760

StoneX Group Inc.

SNEXHIGH VELOCITYFILING INTENSITY

StoneX Group Inc. reads as an High Velocity (composite 78/100); Consistent Strategic Buyer deploying $401M across 11 disclosed transactions, up 76% vs the prior cycle · primary market Financial Infrastructure.

Lens

Disclosed M&A capital (2023–2025)

$401M

+76%

vs $228M in 2020–2022

Disclosed transactions

11

+57%

3/3 active fiscal years in window

Buyer archetype

Consistent Strategic Buyer

Meaningful spend appears across repeat years.

Composite score

78

/100

High Velocity dominates · Filing Intensity

Financial snapshot
Revenue$152.3B
EBITDA$2.5B
Enterprise value$26.9B
EV / Revenue0.2×
EV / EBITDA10.8×
P/EN/A
Cash$2.1B
Total debt$187M
as of 2026-05-10
§ I·SE-Cluster Issuer Brief

Behavioral posture, nine reads.

Each index scores the issuer 0–100 against an EDGAR-anchored definition. Scores ≥ threshold elevate the issuer into the index's constituent set; the dominant index drives the masthead label.

Active Acquirer

32/100

Companies actively deploying disclosed capital into M&A

  • $913M disclosed buyer spend
  • Filed within 20d

Buyer Cadence

32/100

Buyer-side companies with recent filing activity

  • Filed within 20d
  • 283 8-Ks

Target Probability

24/100

Issuers showing target-side patterns from filings

  • 24 activism filings

Spin/Carve

0/100

Issuers showing spin-off, carve-out, or sum-of-parts posture

  • 24 activism filings

Pressure Watch

23/100

Issuers facing activism, governance, or control pressure

  • 24 activism filings
  • Latest activism 6.2y ago; heavily discounted

Distress Watch

18/100

Issuers showing financial-distress filing patterns

  • 24 activism filings

Restatement Risk

4/100

Issuers with accounting-integrity flags from filings

  • 3 non-reliance 8-Ks
  • 3 auditor changes
  • 6 NT late filings
  • Latest event 12y ago; heavily discounted

Capital Velocity

Dominant
78/100

Issuers with the highest filing-activity intensity

  • 283 8-Ks
  • Filed within 20d
  • 5 form types

Quiet Power

0/100

Large issuers with low signal volume and clean disclosure cadence

  • Enterprise value $26.9B
  • 10-Q 20d ago
  • 3 active signals
§ II·SE-Cluster Issuer Brief

Capital cadence.

Ten-year disclosed M&A activity. Bars show spend ($MM); ticks show recorded transaction count. Disclosure tier annotated where v6 audited corpus carries an entry.

16
17
18
19
20
21
22
23
24
25

Disclosed spend $MM Disclosed transactions (right axis)Peak spend year: $392M · Peak count: 7

FYDisclosed buysDisclosed spendAvg ticketAudited tier
20257$392M$56MN/A
20242$2M$1MN/A
20232$6M$3MN/A
20221$200K$200KN/A
20212$2M$1MN/A
20204$225M$56MN/A
§ III·SE-Cluster Issuer Brief

Strategy posture.

The buyer's playbook in terms of strategic archetype: what each disclosed move says about how they're deploying capital.

Archetype mix

  • Geographic Expansion
    20%
  • Horizontal Consolidation
    20%
  • Bolt On
    20%
  • Platform
    20%
  • Tuck In
    20%

Strategy keywords

Terms recurring across recent 10-K acquisition disclosures.

  • geographic_expansion
  • horizontal_consolidation
  • tuck_in
  • bolt_on
  • platform
  • talent_acquisition
§ IV·SE-Cluster Issuer Brief

Filing language.

Direct excerpts from acquisition disclosures and strategy sections: the verbs the buyer chose, in the filings they signed.

expand into new asset classes, client segments and geographies where we currently have a small or limited market presence

10-KFY2023

selectively pursue small- to medium-sized acquisitions, focusing primarily on targets that satisfy specified criteria

10-KFY2024

target new geographic locations and expand the services offered in geographic locations in which we currently operate

10-KFY2024

focus on client-centric organizations to increase market share

10-KFY2025

selectively pursue small- to medium-sized acquisitions

10-KFY2025
§ V·SE-Cluster Issuer Brief

Market context.

Where this issuer sits inside its SE-Cluster rollup wedge, with disclosed-spend rank plus trading comparables against the public peer set.

Primary market

Financial Infrastructure

Market spend (2023–2025)
$186.1B
Market spend (2020–2022)
$98.1B
Recent vs prior
+90%
Issuer rank in market
N/A
Share of market capital
0.0%

Valuation positioning

10.8×EV / EBITDA

SNEX trades at a -5.4-turn discount to the Financial Infrastructure peer median of 16.2×.

EV / Revenue
0.2×
Net debt / EBITDA
-0.8×
Peer median EV / EBITDA
16.2×

Trading comparables

FMP market data · 2026-05-10

CompanyEV / EBITDAEV / RevNet debt / EBITDARevenueM&A 2023–2025
22.0×14.5×-0.4×$43B$1.8B
21.4×10.8×1.4×$7.9B$451M
16.2×8.2×3.2×$13.1B$10.3B
10.9×3.9×5.4×$8.8B$5.1B
StoneX Group Inc.SNEX
10.8×0.2×-0.8×$152.3B$401M
2.3×2.7×-1.1×$187B$81.8B

Trading multiples from FMP market data; disclosed M&A spend from the SE-Cluster EDGAR 10-K corpus. Peer set = top disclosed buyers in Financial Infrastructure. Bars scaled to the highest EV/EBITDA in the set.

§ VI·SE-Cluster Issuer Brief

Target landscape.

Public-issuer targets that fit this buyer's archetype and target categories from filing-derived signal. Scores reflect cross-signal fit; reasons cite the EDGAR-anchored facts that drove the match.

No qualifying public-issuer targets surfaced from the current signal mix.

Stated target categories

No target categories enumerated in the audited corpus for this issuer.

§ VII·SE-Cluster Issuer Brief

Filing activity & signal stream.

Filing cadence and event-driven signals visible on EDGAR. The signal stream below is curated from restatement / spin-carve / activism categories, providing context for any near-term call.

Filing cadence

  • 10-K (annual)212025-11-28
  • 10-Q (quarterly)602026-05-06
  • 8-K (event)2832026-05-06
  • Proxy / DEF 14A402026-01-26
  • Activism (13D / DFAN / PREC)242020-03-09

Signals on file

  • critical

    Non-reliance disclosure

    2014-01-09

    3 Item 4.02 filings on file; financial-statement non-reliance.

  • elevated

    Auditor change

    2010-01-12

    3 Item 4.01 filings on file; certifying accountant change.

  • watch

    Late-filing notice

    2013-12-17

    6 NT 10-K/10-Q filings on file.

  • elevated

    Activism on file

    2020-03-09

    24 activist filings on file (13D, DFAN14A, PREC14A series).

  • info

    Signal

    Serial acquisition history

  • info

    Signal

    10-K strategy themes

  • info

    Signal

    Restatement risk

§ VIII·SE-Cluster Issuer Brief

Audited corpus.

No audited record on file for this CIK in the current v6 corpus.

This issuer has not been extracted into the v6 audited acquirer corpus yet. The brief above pulls from ranking-level aggregates and issuer-index signal only.

StoneX Group Inc.: Issuer Brief | SE-Cluster