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Posted by
Two Blokes Jul 5 -
Filed in
Stock
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7 views
I rate StoneX Strong Buy with a $144 target, driven by RJO synergies, durable EPS growth, and underappreciated cross-border/payment upside. RJO integration is a game-changer: $50M in cost synergies, $1.00 EPS accretion by FY26, and cross-sell opportunities create a powerful EPS flywheel. Elevated volatility, robust payments growth, and rate leverage provide multiple earnings engines, supporting double-digit EPS growth even if rates moderate.
