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MRMRX

Marex Group Limited

Strong FundamentalsStrong FundamentalsRevenue growing 334% YoY at strong marginsStreet coverage with positive forward estimatesQuiet on X (7 mentions/wk)
$MRX·$5.1B·Financial - Capital Markets·Financial Services
$72.13+1.2%YTD+84.6%1Y+109.1%
Price updated 4m ago·X counts updated 2d ago
MRMRX
$MRXMarex Group Limited
$72.13+1.18%7 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $MRX on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

7X posts · last 7 days
Sep 11Sep 27
Neutral sentimentAI analysisGenerated by AI from underlying data7 posts analyzed · as of 2026-09-11

The $MRX cashtag is dominated by Mirex crypto (Solana memecoin, launch community grumbles about roll-out, $1.92 → $1.30 selloff and conviction-hold framing) — not Marex Group equity. One 4x-since-IPO framing may refer to Marex; sample majority crypto.

Read what X is saying about $MRX

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $MRX — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-09-29

The move is getting stronger, with heavier trading behind it.

Marex is a $5.1B commodities/financials broker up 84% YTD on genuine EPS growth — cluster insider sales are the counterweight.

Marex Group is a London-based commodities and financials broker whose stock has doubled YTD on genuine operating strength — but insiders were selling into the strength.

What the numbers say:

  • The rally is earned: Aug 12 Q2 beat by 21% ($1.64 vs $1.36 est), the fourth straight beat, and consensus PT sits at $82 vs $71 spot. TTM PE 24, EV/EBITDA 7.4 — reasonable for a growing broker in a commodities-vol tailwind.
  • Insiders are trimming into the double: on Sept 14 two officers (Tonucci, Van Den Born) sold ~32k shares combined for ~$2.3M at $70.87. Sept 7 saw a larger F-InKind cluster from CEO Lowitt + three others (~$7.8M at $78.27) — F-InKind is tax withholding on vesting, mechanical, so read the true selling as the $2.3M S-Sale, not the $7.8M.
  • The tape is at 85% of the 52-week range with beta -0.10 (uncorrelated to broad indices — a broker's fee stream behaves that way).

The bull path is Q3 continuing the beat cadence and PT moving toward $82. The bear path is a commodities-vol reset that compresses fees, or heavier officer selling.

What to watch: Q3 earnings (typically early November — no confirmed date yet in bundle). Also watch whether the Sept 14 S-Sale pattern extends into another wave; a second cluster from officers would be more meaningful than the first.

insider cluster salesentiment ticker collision

Read the AI verdict on $MRX

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Multi-asset financial services broker providing liquidity, clearing, and market access to commodity and financial market clients.

Industry overviewAI analysisGenerated by AI from underlying data

Where Financial - Capital Markets sits in its cycle right now — and what that implies for $MRX.

Financial - Capital Markets · Financial Services

No material change from last week — digital-asset platforms drive growth as retail crypto trading and stablecoin adoption (USDC via CRCL) expand.

What this means for $MRX

Neutral — Multi-asset financial services broker providing liquidity, clearing, and market access to commodity and financial market clients.

Top industry ETF

$IAIiShares U.S. Broker-Dealers & Securities Exchanges ETF
-0.9%YTD
+0.3%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
23.9How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
2.5%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
32.0%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
12.8%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.4Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
26.0%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
74.7%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
8.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 12, 2026$1.64$1.36+20.6%
Q1 2026May 6, 2026$1.48$1.38+7.2%
Q3 2025Nov 6, 2025$0.96$0.92+4.3%
Q1 2025May 15, 2025$0.91$0.89+1.9%

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q4 FY25$3.1B+334.3%80.5%33.9%$0.97$-264.5M
Q2 FY25$500.1M-56.9%38.8%20.2%$2.01$918.9M
Q4 FY24$2.2B+524.0%46.2%20.3%$1.54$704.6M
Q2 FY24$740.0M+11.3%39.3%52.9%$1.33$443.3M

Forward consensus

4-year forecast · up to 4 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$2.7B$2.6B – $2.8B$6.03$5.61 – $6.423
FY27$3.0B$2.9B – $3.1B$6.75$6.11 – $7.154
FY28$3.2B$2.9B – $3.4B$7.70$6.71 – $8.171
FY29$16.8B$15.1B – $17.6B$10.45$9.09 – $11.082

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.8×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.85%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+2.6%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+33.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

β-0.105-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellSep 14Paolo TonucciSee Remarks16.7K sh$1.2MSellSep 14Van Den Born SimonPresident15.3K sh$1.1MSellAug 14Rob IrvinCFO3.7K sh$263KSellAug 10Paolo TonucciSee Remarks16.7K sh$1.0MSellJul 13Ian T LowittCEO37.1K sh$2.4MSellJul 13Paolo TonucciSee Remarks16.7K sh$1.1MSellJun 15Paolo TonucciSee Remarks16.7K sh$1.0MSellJun 12Ian T LowittCEO37.1K sh$2.3MSellJun 1Thomas TexierGroup Head of Clearing1.6K sh$84KSellMay 11Paolo TonucciSee Remarks16.7K sh$932K
1–10 of 13
+ 23 other (13 inkinds · 10 awards) in window

See when $MRX insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsJun 83
424B5Prospectus supplement (offering)Apr 16424B5
+ 35 other (13 6-Ks · 12 13Fs · 5 13Gs · 2 POSASRs) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Marex Stock Doubles on Record Profits, But Can the Rally Continue?marketbeat.com·14d agoMarex Group plc Ordinary Shares (NASDAQ:MRX) Receives $82.00 Consensus PT from Analystsdefenseworld.net·14d agoMarex Group PLC (MRX) is a Great Momentum Stock: Should You Buy?zacks.com·21d agoGreat Lakes Advisors LLC Invests $191,000 in Marex Group plc Ordinary Shares $MRXdefenseworld.net·36d agoCan Marex Group PLC (MRX) Run Higher on Rising Earnings Estimates?zacks.com·42d ago

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Voices on X · last 7 days

No standout posts about $MRX on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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