Sifting through countless of stocks in the Capital Markets industry can be tedious, and sometimes two stocks are just too similar to judge which is the better investment. If you’re on the fence about investing in State Street Corporation or StoneX Group Inc. because you’re not sure how they measure up, it’s important to compare them on a few factors before making your decision.

Read on to learn how State Street Corporation and StoneX Group Inc. compare based on key financial metrics to determine which better meets your investment needs.

About State Street Corporation and StoneX Group Inc.

State Street Corporation provides various financial products and services to institutional investors. It offers custody, accounting, and fund administration services for traditional and alternative assets, as well as multi-asset class investments; recordkeeping, client reporting, and investment book of record, transaction management, loans, cash, derivatives, and collateral services; investor services operations outsourcing; performance, risk, and compliance analytics; financial data management to support institutional investors; foreign exchange, brokerage, and other trading services; securities finance, such as prime services products; and deposit and short-term investment facilities. The company also provides the State Street Alpha platform that combines portfolio management, trading and execution, analytics and compliance tools, and advanced data aggregation and integration with other industry platforms and providers; front-office technology that automates and simplifies the institutional investment process comprising portfolio management and risk analytics, trading, and post-trade settlement with integrated compliance and managed data; investment management solutions; and portfolio management, trading compliance, and manager/sponsor communication. In addition, it offers investment management solutions, such as strategies across equity, fixed income, cash, multi-asset, and alternatives; and ETFs, custom indexed, managed funds, and mandates. The company provides its products and services to mutual funds, collective investment funds and other investment pools, corporate and public retirement plans, insurance companies, wealth managers, investment managers, foundations, and endowments. The company was founded in 1792 and is headquartered in Boston, Massachusetts.

StoneX Group Inc. operates as a global financial services network that connects companies, organizations, traders, and investors to a market ecosystem in the United States, Europe, South America, the Middle East, Asia, and internationally. The company operates through four segments: Commercial, Institutional, Self-Directed/Retail, and Payments. The Commercial segment provides risk management and hedging, voice brokerage, market intelligence, physical trading, and commodity financing, marketing, procurement, logistics, and price management services; and engages in the risk management and hedging services, execution and clearing of exchange-traded and OTC products. This segment also acts as an institutional dealer in fixed income securities to serve asset managers, commercial bank trust and investment departments, broker-dealers, and insurance companies; and engages in asset management business. The Self-Directed/Retail segment provides trading services and solutions in the global financial markets, including spot foreign exchange, precious metals trading, contracts for differences, and spread bets; and wealth management services, as well as offering physical gold and other precious metals in various forms and denominations through Stonexbullion.com. The company was formerly known as INTL FCStone Inc. and changed its name to StoneX Group Inc. in July 2020. StoneX Group Inc. was founded in 1924 and is headquartered in New York, New York.

Latest Capital Markets and State Street Corporation, StoneX Group Inc. Stock News

As of July 31, 2026, State Street Corporation had a $50.6 billion market capitalization, compared to the Capital Markets median of $2.8 million. State Street Corporation’s stock is up 42.7% in 2026, down 0.7% in the previous five trading days and up 62.82% in the past year.

Currently, State Street Corporation’s price-earnings ratio is 16.3. State Street Corporation’s trailing 12-month revenue is $15.0 billion with a 23.0% net profit margin. Year-over-year quarterly sales growth most recently was 18.4%. Analysts expect adjusted earnings to reach $13.657 per share for the current fiscal year. State Street Corporation currently has a 2.0% dividend yield.

As of July 31, 2026, StoneX Group Inc. had a $9.1 billion market cap, putting it in the 76th percentile of all stocks. StoneX Group Inc.’s stock is up 81.2% in 2026, up 3.2% in the previous five trading days and up 76.27% in the past year.

Currently, StoneX Group Inc.’s price-earnings ratio is 20.3. StoneX Group Inc.’s trailing 12-month revenue is $150.5 billion with a 0.3% net profit margin. Year-over-year quarterly sales growth most recently was 23.8%. Analysts expect adjusted earnings to reach $4.273 per share for the current fiscal year. StoneX Group Inc. does not currently pay a dividend.

How We Compare State Street Corporation and StoneX Group Inc. Stock Grades

Stock evaluation requires access to huge amounts of data and the knowledge and time to sift through it all, make sense of financial ratios, read income statements and analyze recent stock movements. AAII created A+ Investor, a robust data suite that condenses data research in an actionable and customizable way suitable for investors of all knowledge levels, to help investors streamline and work through such data.

AAII’s proprietary stock grades come with A+ Investor. These offer intuitive A‐F grades for each of five key investing factors: value, growth, momentum, earnings estimate revisions and quality. Here, we’ll take a closer look at State Street Corporation and StoneX Group Inc.’s stock grades to see how they measure up against one another.

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State Street Corporation and StoneX Group Inc.’s Quality Grades

Company	Ticker	Quality
State Street Corporation	STT	F
StoneX Group Inc.	SNEX	D

Like the Value Grade, AAII’s A+ Investor Quality Grade comes from the percentile rank of key metrics. Specifically, the Quality Score is the percentile rank of the average of the percentile ranks of return on assets (ROA), return on invested capital (ROIC), gross profit relative to assets, buyback yield, change in total liabilities to assets, accruals, Z double prime bankruptcy risk (Z) score and the F-Score.

The score is variable, meaning it can consider all eight measures or, should any of the eight measures not be valid, the remaining measures that are valid. To be assigned a Quality Score, stocks must have a valid (non-null) measure and corresponding ranking for at least four of the eight quality measures.

The Quality Score is used to assess the underlying “quality” of a particular stock. A higher-quality stock possesses traits associated with upside potential and reduced downside risk. Backtesting of the Quality Grade shows that stocks with higher grades, on average, outperformed stocks with lower grades over the period of 1998 through 2019.

Stocks receive better grades (higher scores) for having higher scores for the quality subcomponents and worse grades (lower scores) for lower scores for the subcomponents.

State Street Corporation has a Quality Score of 15, which is Very Weak. StoneX Group Inc. has a Quality Score of 39, which is Weak.

The Quality Stock Winner: No Clear Winner

Neither State Street Corporation or StoneX Group Inc. has a high enough Quality Grade to be considered a “winner.” Investors who are considering these companies should do additional due diligence and research to see if either could be a good addition to their portfolios. It’s important to look at a wide range of financial metrics in order to determine if State Street Corporation or StoneX Group Inc. is the better investment when it comes to quality.

State Street Corporation and StoneX Group Inc.’s Momentum Grades

Company	Ticker	Momentum
State Street Corporation	STT	A
StoneX Group Inc.	SNEX	A

Momentum grades help to uncover stocks experiencing anomalously high rates of return; research finds that stocks with high relative levels of momentum tend to outperform, whereas those with low levels of momentum tend to continue underperforming. Momentum is based on the price change of a stock over a specified period relative to all other stocks.

Typically, AAII looks at the weighted relative strength over the trailing four quarters. The weighted four-quarter relative strength rank is the relative price change for each of the past four quarters. The most recent quarterly price change is given a weight of 40% and each of the three previous quarters are given a weighting of 20%.

State Street Corporation has a Momentum Score of 83, which is Very Strong. StoneX Group Inc. has a Momentum Score of 84, which is Very Strong.

The Momentum Grade Winner: It’s a Tie!

Looking at the Momentum Grade breakdown above, both State Street Corporation and StoneX Group Inc. have a grade of A. For those who focus solely on a company’s momentum, further research will need to be conducted into both companies to see if they fit your individual needs as an investor.

State Street Corporation and StoneX Group Inc.’s Estimate Revisions Grades

Company	Ticker	Earnings Estimate
State Street Corporation	STT	A
StoneX Group Inc.	SNEX	C

Earnings estimate revisions scores consider the magnitude of a company’s earnings surprise in its last two reported fiscal quarters. Often, positive surprises beget further positive surprises‐or at least continued sales growth (the exact opposite is generally true, too).

Estimate revisions offer an indication of what analysts are thinking about the short-term prospects of a firm. Estimate revisions are based on the statistical significance of a firm’s last two quarterly earnings surprises and the percentage change in its consensus estimate for the current fiscal year over the past month and past three months.

State Street Corporation has a Earnings Estimate Score of 85, which is Very Positive. StoneX Group Inc. has a Earnings Estimate Score of 52, which is Neutral.

The Earnings Estimate Revisions Grade Winner: State Street Corporation

As you can clearly see from the Earnings Estimate Revisions Grade breakdown above, State Street Corporation has a better Earnings Estimate Revisions Grade than StoneX Group Inc.. For those who are specifically looking for companies with better short-term prospects when compared to other companies in the same industry, State Street Corporation could be a good stock to invest in. However, it’s important to analyze multiple factors based on a wide range of metrics before deciding whether to buy.

Other State Street Corporation and StoneX Group Inc. Grades

In addition to Estimate Revisions, Momentum and Quality, A+ Investor also provides grades for Value and Growth.

Growth investing builds on the idea that stocks of companies exhibiting strong, consistent and prolonged growth outperform those of slower-growth companies. AAII measures growth through consistency of annual sales growth, five-year sales growth rankings adjusted for extreme levels, and consistency of positive annual cash from operations.

Successful stock investing involves buying low and selling high, so stock valuation is an important consideration for stock selection. Buying stocks that are going to go up typically means buying stocks that are undervalued in the first place, although momentum investors may argue that point.

These 2 key factors, when combined with the above, provide a holistic view into a particular stock. Further, by joining A+ Investor you can see whether State Street Corporation and StoneX Group Inc. pass any of our 60+ stock screens that have outperformed the market since their creation.

So, Which Is the Better Investment, State Street Corporation or StoneX Group Inc. Stock?

Overall, State Street Corporation stock has a Momentum Score of 83, Estimate Revisions Score of 85 and Quality Score of 15.

StoneX Group Inc. stock has a Momentum Score of 84, Estimate Revisions Score of 52 and Quality Score of 39.

Comparing State Street Corporation and StoneX Group Inc.’s grades, scores and metrics can act as a solid basis to determine whether they may be a good investment or not. You’ll also want to look at your portfolio’s asset allocation as well as your risk tolerance and financial goals to see if either of these stocks would make a good fit for you. AAII can help you figure out which investments align with your individual needs and preferences.

Investors are encouraged to do their own due diligence and research. In this way, individuals can effectively become managers of their own assets‐without having to rely on others for financial independence. You can count on AAII for timeless articles on financial planning and stock-picking, unbiased research and actionable analysis.

A+ Investor adds to our qualitative teaching with a powerful data suite to help you whittle down investment choices to find stocks, exchange-traded funds (ETFs) or mutual funds that meet your needs.

AAII Disclaimer

We make no representations or warranties that any investor will, or is likely to, achieve profits similar to those shown, because past, hypothetical or simulated performance is not necessarily indicative of future results. Before making an investment decision, you should consider your circumstances and whether the information on our content is applicable to your situation. This information was prepared in good faith, and we accept no liability for any errors or omissions. The full disclaimer can be read here.