COMP <GO>
SNEX vs BRK-A // RETURN ON INVESTED CAPITAL (ROIC)
StoneX Group Inc. (NASDAQ) VS. Berkshire Hathaway Inc. (Class A) (NYSE) • 15-METRIC TALLY: SNEX 4
— BRK-A 7
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: BRK-A
LAST: $52.83 (-3.81%) • MKT CAP: $6.62B
roic
1.50%
LAST: $815,600.00 (-0.23%) • MKT CAP: $1.20T
roic
11.47%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (SNEX VS. BRK-A)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | SNEX | BRK-A | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 1.50% | 11.47% | -9.97 | BRK-A | /roic <GO> |
| EV/EBITDA & P/E Valuation | 56.1x | 9.7x | +46.42 | BRK-A | /valuation <GO> |
| Free Cash Flow Yield | 22.00% | 2.09% | +19.91 | SNEX | /fcf-yield <GO> |
| Operating Margin | 0.30% | 27.80% | -27.50 | BRK-A | /operating-margins <GO> |
| Net Profit Margin | 0.20% | 22.30% | -22.10 | BRK-A | /net-margins <GO> |
| Revenue Growth (YoY) | 32.50% | 3.93% | +28.57 | SNEX | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 4/9 | +3.00 | SNEX | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 33.9 | 68.1 | -34.20 | BRK-A | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.90 | 1.13 | -0.23 | BRK-A | /macro-sensitivity <GO> |
| Forward P/E Multiple | 18.2x | 24.3x | -6.14 | SNEX | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $6.62B | $1.20T | -$1.20T | BRK-A | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | SNEX REV | BRK-A REV | SNEX GROSS % | BRK-A GROSS % | SNEX FCF | BRK-A FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $132.38B | $247.24B | 3.1% | — | $4.32B | $25.04B |
| FY 2024 | $99.89B | $249.71B | 3.4% | — | $441.7M | $11.62B |
| FY 2023 | $60.86B | $254.91B | — | — | -$2.76B | $37.73B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
SNEX // BETA 0.90
BRK-A // BETA 1.13