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FDS vs SNEX

Comparison between Factset Research Systems Inc (FDS, Company) and StoneX Group Inc (SNEX, Company).

Both FDS and SNEX are from the Financial Services sector.

5-Year PerformanceSNEX has outperformed FDS, delivering a return of +43.0% compared to -4.0%

FDS vs SNEX - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
FDS
$8.77B
Winner
SNEX
$8.77B
Max Drawdown
Winner
FDS
61.66%
SNEX
97.89%
Sharpe Ratio
FDS
-0.84
Winner
SNEX
1.38
5Y Beta
Winner
FDS
0.44
SNEX
1.09
Industry
FDS
Financial Data & Stock Exchanges
SNEX
Capital Markets
P/E Ratio
Winner
FDS
15.97
SNEX
18.72
Forward P/E
FDS
12.89
Winner
SNEX
9.79
PEG Ratio
FDS
1.71
Winner
SNEX
0.42
Dividend Yield
FDS
1.83%
SNEX
N/A
5Y Dividends CAGR
FDS
12.18%
SNEX
N/A
5Y EPS CAGR
FDS
8.47%
Winner
SNEX
15.65%
Debt to Equity
FDS
68.38%
Winner
SNEX
0.00%
Free Cash Flow Yield
FDS
9.46%
Winner
SNEX
73.90%
P/S Ratio
FDS
3.56
Winner
SNEX
0.06
P/B Ratio
FDS
4.29
Winner
SNEX
3.28

FDS vs SNEX - Historical Returns

Returns include dividend reinvestment.

1M
Winner
FDS
+14.71%
SNEX
-17.56%
3M
Winner
FDS
+18.53%
SNEX
+5.19%
6M
FDS
-0.08%
Winner
SNEX
+54.12%
1Y
FDS
-34.73%
Winner
SNEX
+77.06%
5Y(CAGR)
FDS
-4.04%
Winner
SNEX
+42.97%
10Y(CAGR)
FDS
+5.58%
Winner
SNEX
+29.00%
Max(CAGR)
FDS
+10.48%
Winner
SNEX
+17.39%

FDS vs SNEX - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearFDSSNEX
2026-5.78%+71.97%
2025-38.39%+42.40%
2024+4.75%+35.50%
2023+18.58%+16.09%
2022-15.01%+51.29%
2021+48.34%+5.29%
2020+24.93%+19.21%
2019+36.00%+32.69%
2018+5.64%-14.15%
2017+18.21%+5.25%
2016+5.61%+22.03%
2015+16.85%+65.40%
2014+31.43%+12.71%
2013+22.63%+1.33%
2012+1.24%-28.56%
2011-7.28%-1.67%
2010+42.32%+58.07%
2009+46.56%+67.90%
2008-18.61%-67.16%
2007+0.54%+5.22%
2006+38.99%+220.60%
2005+8.92%+22.97%
2004+55.38%+31.65%
2003+33.05%+212.58%
2002-20.85%+182.20%
2001-1.10%-79.33%
2000-5.80%-62.92%
1999+10.78%+48.19%

FDS vs SNEX Drawdown Comparison

The maximum drawdown for FDS was -61.13%, occurring on Feb 17, 2026. This drawdown has not yet recovered.

The maximum drawdown for SNEX was -97.89%, occurring on Feb 13, 2002. Recovery took 1654 trading sessions.

The current FDS drawdown is -45.10%. The current SNEX drawdown is -19.69%.

RankFDSSNEX
#1-61.13%
Nov 14, 2024 - Feb 17, 2026
-97.89%
Jan 24, 2000 - Aug 22, 2006
#2-58.96%
Jun 5, 2001 - Jul 1, 2003
-86.86%
Dec 20, 2006 - May 21, 2018
#3-54.43%
Oct 10, 2007 - Nov 13, 2009
-48.65%
Aug 24, 2018 - Jun 8, 2020
#4-47.28%
Dec 29, 1999 - Dec 12, 2000
-30.89%
Sep 5, 2006 - Oct 25, 2006
#5-36.39%
Dec 12, 2000 - Jun 5, 2001
-25.91%
Jun 18, 2026 - Jul 17, 2026
#6-33.56%
Feb 19, 2020 - May 29, 2020
-24.80%
Dec 9, 1999 - Dec 21, 1999
#7-31.12%
Sep 3, 2003 - Nov 5, 2004
-24.07%
Mar 8, 2023 - Dec 21, 2023
#8-29.87%
Dec 29, 2004 - Dec 1, 2005
-21.99%
Nov 3, 2021 - Feb 8, 2022
#9-29.63%
May 11, 2011 - Jul 19, 2013
-21.35%
Dec 8, 2020 - Mar 12, 2021
#10-28.36%
Dec 29, 2021 - Feb 1, 2024
-20.91%
Feb 26, 2026 - Apr 8, 2026
#11-22.30%
Oct 23, 2015 - Aug 18, 2016
-19.94%
Sep 4, 2025 - Jan 15, 2026
#12-22.23%
Jun 19, 2019 - Feb 18, 2020
-19.12%
Dec 27, 1999 - Jan 12, 2000
#13-19.93%
Jun 20, 2007 - Oct 5, 2007
-17.80%
Dec 2, 2022 - Feb 10, 2023
#14-19.66%
Nov 28, 2018 - Feb 27, 2019
-17.74%
Feb 20, 2025 - Apr 24, 2025
#15-18.86%
Mar 20, 2024 - Nov 13, 2024
-17.28%
Jul 6, 2020 - Nov 10, 2020

Correlation

Correlation between FDS and SNEX is 0.65 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.65
-101

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