Professional
Added to YB: 2026-07-09
Pitch date: 2026-07-03
MRX [bullish]
Marex Group Limited
+5.58%
current return
Author Info
Stone Sentinel Capital utilizes differentiated thinking and fundamental analysis in crafting a concentrated portfolio of global equities with very favorable risk-reward structures. Sign up for the newsletter.
Company Info
Marex Group Limited, a financial services platform company, provides liquidity, market access, and infrastructure services to clients in the commodity and financial markets in the United Kingdom, the United States, and internationally.
Market Cap
$4.8B
Pitch Price
$63.63
Price Target
N/A
Dividend
0.95%
EV/EBITDA
N/A
P/E
15.38
EV/Sales
N/A
Sector
Capital Markets
Category
value
Stone Sentinel Capital New Position: Marex Group Limited
MRX (new position): Non-bank clearing firm w/ 80-90% less capital vs banks, 50% PBT margins. 10yr: 9x rev, 11x EPS, ROE 5%→26%. Bank capital regs push clients to Marex; scale beats small peers. Margin balances +50% in 2yrs. Top-10 clearer. CEO ex-Lehman CFO owns 3.6%. 12x fwd PE, +60% YTD, still cheap.
Read full article (3 min)