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Company Analysis

StepStone Group Inc. STEP

A comprehensive view of key metrics, scores, and financial health for StepStone Group Inc.

Overview of StepStone Group Inc.

STEP NMS
Financial Services Asset Management Framework: Asset Management & Capital Markets Mid Cap
StepStone Group Inc. (STEP), is a Mid Cap company, in the Asset Management industry, last closed at $44.39, about 0.0% overvalued vs fair value, -17.4% 1Y return, ranked 853/1037 in sector.
Metrics Rev Growth 65.1% ROE -71.3% Gross Margin 49.3% Div Yield 1.91%
USD 44.39
4.40%
(Delayed)
• Vol 90d: 57.8%
52-Week Range
Market Cap
$5.05B
Enterprise Value
$5.05B
Overall Score
View breakdown
Overall
Growth
Weak
Profitability
Weak
Health
Weak
Efficiency
Good
Valuation
Weak
Growth
Weak
Profitability
Weak
Health
Weak
Efficiency
Good
Valuation
Weak
Completeness: 82%
Confidence: 90%
Updated: Mar 8
Top Beats

Quick Facts

Website https://www.stepstonegroup.com
HQ New York, NY
Employees 1,275
Fiscal year Mar 31

Next Events

Dividend Jun 30 Ex-div: Jun 15
Earnings Aug 6 Estimated

Fair Value Snapshot

Bear Base Bull
$0
$0
$0
Current: $44.39

Engine Room Money Flow™

Mid Cap

Asset Management & Capital Markets - Where revenue goes and how value is created

Flow Steps
Total Revenue
$1.2B
65.1%%
Operating Income (FRE Proxy)
$-266.8M
-255.3%%
EBITDA
$-163.8M
-164.9%%
Net Income
$-179.6M
-409.1%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Asset Management & Capital Markets

Quality & Reliability Indicators

Operating Margin (FRE Proxy)
-22.7%
Poor

Operating Income / Revenue — proxy for Fee-Related Earnings margin

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Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Combined dividends, buybacks, and debt reduction

$69.2M
119.1% of Net Income

Where It Leaks

Cash Flow Health critical
Significant cash flow inefficiencies identified. Multiple high-impact leaks require attention.
3
Active Leaks
0/3
Improving
0
High Impact
2
Critical
Locked Leak
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Locked Leak
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Moat Analysis Asset Management Specialized

Competitive Advantage Assessment

Evaluating StepStone Group Inc.'s durable competitive advantages across 6 defense dimensions

Overall Moat Strength
21
/100
Weak
Scores based on quantitative metrics and qualitative factors

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Fee Revenue Quality

Developing
27
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For informational purposes only. Not investment advice.

Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Asset Managers, Capital Markets & Exchanges vs Industry Peers 95% Coverage
Trade-Off Triangle Visualization A ternary plot showing STEP's balance between Growth (43.8%), Profitability (18.5%), and Safety (37.7%). Growth 44% Safety 38% Profitability 19%

Click axes to expand details. Marker shows current allocation.

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Growth

42th percentile vs peers
42
Key Signals
Rev Growth YoY 65.1% 82p Revenue CAGR 3Y -4.9% 29p EPS Growth YoY -3.89 3p
Strengths
  • Rev Growth YoY in top 20% of peers (65.1%, 82th percentile)
  • D/E Ratio in top 20% of peers (2.13, 88th percentile)
  • Conservative leverage compared to industry peers
Risks
  • EPS Growth YoY in bottom 20% of peers (-3.89)

Profitability

17th percentile vs peers
18
Key Signals
Strengths
Risks
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Safety

36th percentile vs peers
36
Key Signals
Strengths
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Two Futures

Scenario-based fair value ranges for StepStone Group Inc..

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Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

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  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Snapshot base estimate
Bull
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Fair Value Range Current: $-
$- $- $-
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