StoneX Group (SNEX): Assessing Valuation Following Strong Q4 Earnings and Higher Net Income

StoneX Group reported strong Q4 earnings with higher revenue and net income, yet its share price fell 15.8% in the last three months. Despite a robust three-year shareholder return of 101%, the stock's P/E ratio of 15.5x suggests it may be undervalued compared to industry peers. However, a DCF model indicates it might be trading above fair value. Investors are assessing whether the stock offers real value or if future gains are already priced in.

StoneX trims outlook for Brazil's 2025/26 soybean, corn crops

StoneX has revised its outlook for Brazil's 2025/26 soybean and corn crops. Soybean production is now expected to reach 177.2 million metric tons, a 0.9% decrease from the previous forecast, due to productivity cuts in Mato Grosso and Goias states. The total corn crop forecast has been lowered by 0.6% to 134.4 million tons, with the second corn crop projection reduced by 1.1% to 105.8 million tons, impacted by delays in the soybean cycle.

StoneX Group Inc. SEC 10-K Report

StoneX Group Inc. released its annual Form 10-K report, highlighting a 33% revenue increase to $132,378.2 million, driven by equity trading and prime brokerage. Net income rose 17% to $305.9 million. Strategic acquisitions, including R.J. O’Brien, enhanced its market position. The company plans to leverage synergies from acquisitions and focus on strategic growth, while managing risks from market volatility and regulatory changes.

StoneX | 10-K: FY2025 Revenue: USD 132.38 B

StoneX lowers sugar production in Central-South Brazil

StoneX has lowered its forecast for sugar production in the central-southern region of Brazil for the 2026/27 harvest season from the previous 42.1 million tons to 41.5 million tons. According to StoneX's prediction, sugar mills will use 50.6% of sugarcane for sugar production in the 2026/27 harvest season, an increase of 3.3% compared to the 2025/26 harvest season. (Sina Finance)