STEP:NSD-Stepstone Group Inc (USD)

COMMON STOCK | Asset Management |

Last Closing

USD 49.94

Change

-0.12 (-0.24)%

Market Cap

USD 5.54B

Volume

0.69M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-07-30 )

Largest Industry Peers for Asset Management

Symbol Name Price(Change) Market Cap
TROW T. Rowe Price Group Inc

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TPG TPG Inc

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NTRS Northern Trust Corporation

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CG Carlyle Group Inc

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USD 13.59B
ARCC Ares Capital Corporation

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USD 12.94B
SEIC SEI Investments Company

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USD 8.74B
HLNE Hamilton Lane Inc

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USD 8.08B
GBDC Golub Capital BDC Inc

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USD 3.94B
VCTR Victory Capital Holdings Inc

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USD 3.37B
PSEC Prospect Capital Corporation

N/A

USD 2.24B

ETFs Containing STEP

AWEG The Alger ETF Trust 4.80 % 0.00 %

N/A

USD 4.69M

Market Performance

  Market Performance vs. Industry/Classification (Asset Management) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 56.90% 95% A 92% A
Dividend Return 1.79% 13% F 54% F
Total Return 58.69% 95% A 92% A
Trailing 12 Months  
Capital Gain 77.53% 97% N/A 94% A
Dividend Return 3.52% 21% F 57% F
Total Return 81.05% 97% N/A 94% A
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain 14.79% 84% B 74% C
Dividend Return 16.54% 71% C- 74% C
Total Return 1.75% 8% B- 41% F
Risk Return Profile  
Volatility (Standard Deviation) 359.02% 2% F 5% F
Risk Adjusted Return 4.61% 26% F 43% F
Market Capitalization 5.54B 87% B+ 89% A-

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior capital utilization

The company management has delivered better return on invested capital in the most recent 4 quarters than its peers, placing it in the top quartile.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

High Gross Profit to Asset Ratio

This stock is in the top quartile compared to its peers on Gross Profit to Asset Ratio. This is a popular measure among value investors for showing superior returns in the long run.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Poor return on assets

The company management has delivered below median return on assets in the most recent 4 quarters compared to its peers.

Poor return on equity

The company management has delivered below median return on equity in the most recent 4 quarters compared to its peers.

Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

Overpriced on free cash flow basis

The stock is trading high compared to its peers on a price to free cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.