XP vs SNEX

Comparison between XP Inc - Class A (XP, Company) and StoneX Group Inc (SNEX, Company).

Both XP and SNEX are from the Financial Services sector.

5-Year PerformanceSNEX has outperformed XP, delivering a return of +43.5% compared to -13.8%

XP vs SNEX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	XP(COMPANY)	SNEX(COMPANY)
Market Cap	$8.57B	$8.54B
Max Drawdown	79.19%	97.89%
Sharpe Ratio	0.21	1.31
5Y Beta	1.04	1.09
Industry	Capital Markets	Capital Markets
P/E Ratio	8.91	18.22
Forward P/E	9.53	9.79
PEG Ratio	0.45	0.41
Dividend Yield	1.19%	N/A
5Y EPS CAGR	18.25%	15.65%
Debt to Equity	366.57%	0.00%
Free Cash Flow Yield	32.93%	75.90%

Market Cap

Winner

$8.57B

SNEX

$8.54B

Max Drawdown

Winner

79.19%

SNEX

97.89%

Sharpe Ratio

0.21

Winner

SNEX

1.31

5Y Beta

Winner

1.04

SNEX

1.09

Industry

Capital Markets

SNEX

Capital Markets

P/E Ratio

Winner

8.91

SNEX

18.22

Forward P/E

Winner

9.53

SNEX

9.79

PEG Ratio

0.45

Winner

SNEX

0.41

Dividend Yield

1.19%

SNEX

N/A

5Y EPS CAGR

Winner

18.25%

SNEX

15.65%

Debt to Equity

366.57%

Winner

SNEX

0.00%

Free Cash Flow Yield

32.93%

Winner

SNEX

75.90%

XP vs SNEX - Historical Returns

Returns include dividend reinvestment.

Period	XP	SNEX
1 month	+5.78%	-1.75%
3 months	-9.03%	+9.81%
6 months	-10.66%	+55.57%
1 year	+7.22%	+78.57%
5 years(CAGR)	-13.81%	+43.53%
10 years(CAGR)	N/A	+29.71%
Max(CAGR)	-8.20%	+17.56%

Winner

+5.78%

SNEX

-1.75%

-9.03%

Winner

SNEX

+9.81%

-10.66%

Winner

SNEX

+55.57%

+7.22%

Winner

SNEX

+78.57%

5Y(CAGR)

-13.81%

Winner

SNEX

+43.53%

10Y(CAGR)

N/A

SNEX

+29.71%

Max(CAGR)

-8.20%

Winner

SNEX

+17.56%

XP vs SNEX - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	XP	SNEX
2026	+7.73%	+79.34%
2025	+40.01%	+42.40%
2024	-51.35%	+35.50%
2023	+99.31%	+16.09%
2022	-47.09%	+51.29%
2021	-26.70%	+5.29%
2020	+2.80%	+19.21%
2019	+11.78%	+32.69%
2018	N/A	-14.15%
2017	N/A	+5.25%
2016	N/A	+22.03%
2015	N/A	+65.40%
2014	N/A	+12.71%
2013	N/A	+1.33%
2012	N/A	-28.56%
2011	N/A	-1.67%
2010	N/A	+58.07%
2009	N/A	+67.90%
2008	N/A	-67.16%
2007	N/A	+5.22%
2006	N/A	+220.60%
2005	N/A	+22.97%
2004	N/A	+31.65%
2003	N/A	+212.58%
2002	N/A	+182.20%
2001	N/A	-79.33%
2000	N/A	-62.92%
1999	N/A	+48.19%

XP vs SNEX Drawdown Comparison

The maximum drawdown for XP was -79.19%, occurring on Mar 23, 2023. 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 XP drawdown is -61.82%. The current SNEX drawdown is -16.24%.

Rank	XP	SNEX
#1	-79.19% Sep 2, 2021 - Mar 23, 2023	-97.89% Jan 24, 2000 - Aug 22, 2006
#2	-60.55% Feb 20, 2020 - Jun 16, 2020	-86.86% Dec 20, 2006 - May 21, 2018
#3	-29.90% Sep 1, 2020 - Sep 2, 2021	-48.65% Aug 24, 2018 - Jun 8, 2020
#4	-15.01% Jun 23, 2020 - Aug 6, 2020	-30.89% Sep 5, 2006 - Oct 25, 2006
#5	-12.96% Aug 6, 2020 - Sep 1, 2020	-25.91% Jun 18, 2026 - Jul 17, 2026
#6	-12.15% Jan 22, 2020 - Feb 19, 2020	-24.80% Dec 9, 1999 - Dec 21, 1999
#7	-9.48% Dec 20, 2019 - Jan 21, 2020	-24.07% Mar 8, 2023 - Dec 21, 2023
#8	-9.04% Dec 13, 2019 - Dec 18, 2019	-21.99% Nov 3, 2021 - Feb 8, 2022
#9	-3.39% Jun 18, 2020 - Jun 23, 2020	-21.35% Dec 8, 2020 - Mar 12, 2021
#10	-0.89% Dec 18, 2019 - Dec 20, 2019	-20.91% Feb 26, 2026 - Apr 8, 2026
#11	N/A	-19.94% Sep 4, 2025 - Jan 15, 2026
#12	N/A	-19.12% Dec 27, 1999 - Jan 12, 2000
#13	N/A	-17.80% Dec 2, 2022 - Feb 10, 2023
#14	N/A	-17.74% Feb 20, 2025 - Apr 24, 2025
#15	N/A	-17.28% Jul 6, 2020 - Nov 10, 2020

Correlation

Correlation between XP and SNEX is -0.48 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.48

-101