StoneX Group Q1 EPS Surge Tests Bullish Narratives On Thin 0.2% Margin

Simply Wall St.02-07

AdvertisementStoneX Group’s Q1 2026 earnings put recent growth in focus StoneX Group (SNEX) opened its new fiscal year with Q1 2026 revenue of about US$38.5b and basic EPS of US$2.75, setting the tone...

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The company has seen quarterly revenue move from US$27.6b in Q1 2025 to US$38.5b in Q1 2026, while basic EPS over that stretch ranged from US$1.29 to US$2.75, alongside trailing twelve month EPS of US$7.21 backed by net income of US$349.4m. With...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":["earning"],"viewcount":null,"language":"en","relate_stocks":{"BK4127":"投资银行业与经纪业","SNEX":"StoneX Group Inc.","LU0757428866.USD":"THREADNEEDLE (LUX) GLOBAL SMALLER COMPANIES \"AE\" (USD) ACC","LU1815336091.USD":"THREADNEEDLE (LUX) GLOBAL SMALLER COMPANIES \"AUP\" (USD) INC","BK4112":"金融交易所和数据"},"translate_title":"StoneX Group第一季度每股收益飙升，利润率微薄0.2%，考验看涨叙事","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"SNEX":1.98},"content_text":"AdvertisementStoneX Group’s Q1 2026 earnings put recent growth in focus StoneX Group (SNEX) opened its new fiscal year with Q1 2026 revenue of about US$38.5b and basic EPS of US$2.75, setting the tone after a year where earnings were reported to have grown 30.7%. The company has seen quarterly revenue move from US$27.6b in Q1 2025 to US$38.5b in Q1 2026, while basic EPS over that stretch ranged from US$1.29 to US$2.75, alongside trailing twelve month EPS of US$7.21 backed by net income of US$349.4m. With net profit margins remaining thin at around 0.2%, the latest print keeps the spotlight firmly on how sustainable this level of earnings and profitability might be for investors. See our full analysis for StoneX Group. With the headline numbers on the table, the next step is to see how this earnings story lines up with the widely followed narratives around StoneX, and where the data may push investors to reassess their views. Curious how numbers become stories that shape markets? Explore Community Narratives NasdaqGS:SNEX Earnings & Revenue History as at Feb 2026 TTM earnings growth outpaces revenue trend  Over the last twelve months, basic EPS moved from US$5.49 to US$7.21 while total revenue went from about US$98.7b to US$141.8b, so profit per share grew alongside a much larger trading and transaction base. What stands out for a bullish view is that reported earnings growth of 30.7% over the past year sits alongside a five year earnings growth rate of 15.6% per year. However, this stronger recent pace is being earned on a thin net margin of about 0.2%, which means\n     the bullish angle that StoneX can keep compounding earnings is supported by the higher trailing EPS, but the small margin leaves less room for error if revenue conditions or trading volumes shift from the levels that produced the US$349.4m in trailing net income.    P/E at 17x despite 30.7% earnings growth  SNEX trades on a trailing P/E of 17x compared with 22.8x for the US Capital Markets industry, 19.3x for peers, and 19.5x for the broader US market, even though the company reported 30.7% earnings growth over the last year. For a bullish narrative, this mix of lower P/E and higher trailing earnings growth can look like a value angle. It also bumps up against more moderate earnings forecasts of about 10.2% per year, so\n     supporters might point to the gap between 17x for StoneX and higher industry and market averages as room for re rating if growth stays closer to the recent 30.7%, while more cautious investors may focus on the forecast growth running below the 15.7% reference for the US market, which could explain why the P/E sits at a discount despite the stronger trailing numbers.    If you want to see how other investors are connecting these numbers to longer term stories, have a look at the Curious how numbers become stories that shape markets? Explore Community Narratives available for StoneX.\n\nDCF fair value trails share price  The supplied DCF fair value of about US$44.17 compares with a current share price of US$113.55, so the modelled intrinsic value is well below where the stock is trading. For a more cautious, almost bearish read, that gap between the DCF fair value and the share price sits alongside a net profit margin of roughly 0.2% and forecast earnings growth of only about 10.2% per year, which means\n     critics can argue that a thin margin and mid range growth outlook do not obviously line up with a price that is far above the DCF figure of US$44.17, and supporters of the stock would likely need to believe that StoneX can keep compounding EPS from the current US$7.21 level at stronger rates than those forecasts to justify paying a price that sits so far above the modelled value.     Next Steps Don't just look at this quarter; the real story is in the long-term trend. We've done an in-depth analysis on StoneX Group's growth and its valuation to see if today's price is a bargain. Add the company to your watchlist or portfolio now so you don't miss the next big move. See What Else Is Out There Thin net margins of about 0.2% alongside a share price far above the DCF fair value make StoneX look exposed if conditions become less supportive. If that kind of tight margin and valuation gap worries you, check out our 81 resilient stocks with low risk scores to quickly focus on companies with more resilient profiles.  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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