STEP:NSD-Stepstone Group Inc (USD)

COMMON STOCK | Asset Management |

Last Closing

USD 61.31

Change

-0.64 (-1.03)%

Market Cap

USD 7.10B

Volume

0.37M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

StepStone Group Inc. is a private equity and venture capital firm specializing in direct, fund of funds, secondary direct, and secondary indirect investments. For direct investment, it seeks to invest in private debt, venture debt, incubation, mezzanine, distressed/vulture, seed/startup, early venture, mid venture, late venture, emerging growth, later stage, turnaround, growth capital, industry consolidation, recapitalization, buyout investments in mature and middle market companies. It prefers to invest in natural resources, technology, healthcare, services, materials, manufacturing, consumer durables, apparel, hotels, restaurants and leisure, media, retailing, power, utilities consumer staples, financials, telecommunication services, clean energy/renewables, transport, social, natural capital, infrastructure, corporate, real estate, credit and real asset. The firm invests globally with a focus on United States, North America, Europe, Asia, Latin America, Middle East, Africa, Brazil, Mexico, Argentina, Colombia, New Zealand, China, India, Korea, Japan, Taiwan, and Australia region. The firm invests between 5% and 40% in emerging markets. For fund of fund investment, it seeks to invest in private equity funds, venture capital funds, Special situation funds, Real estate funds, Infrastructure funds, mezzanine funds, and turnaround/distressed funds. It considers investments in both domestic and international funds. It also seeks to make co-investments and follow-on investments and considers partial interests in funds. StepStone Group Inc. was founded in 2007 and is based in New York, New York with additional offices across North America, South America, Europe, Australia and Asia.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-10-30 )

Largest Industry Peers for Asset Management

Symbol Name Price(Change) Market Cap
TPG TPG Inc

-0.05 (-0.07%)

USD 24.44B
TROW T. Rowe Price Group Inc

-0.57 (-0.51%)

USD 24.41B
NTRS Northern Trust Corporation

-0.86 (-0.84%)

USD 19.31B
CG Carlyle Group Inc

-0.03 (-0.06%)

USD 17.73B
ARCC Ares Capital Corporation

-0.23 (-1.07%)

USD 13.60B
HLNE Hamilton Lane Inc

-0.60 (-0.33%)

USD 9.74B
SEIC SEI Investments Company

+0.07 (+0.09%)

USD 9.24B
GBDC Golub Capital BDC Inc

-0.07 (-0.46%)

USD 4.11B
VCTR Victory Capital Holdings Inc

+0.49 (+0.80%)

USD 3.83B
PSEC Prospect Capital Corporation

-0.06 (-1.15%)

USD 2.29B

ETFs Containing STEP

AWEG The Alger ETF Trust 4.29 % 0.00 %

+0.08 (+0.30%)

USD 5.32M
DGRS WisdomTree U.S. SmallCap .. 1.63 % 0.38 %

+0.10 (+0.30%)

USD 0.43B

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 92.62% 87% B+ 80% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return 92.62% 88% B+ 80% B-
Trailing 12 Months  
Capital Gain 117.41% 86% B+ 79% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return 117.41% 88% B+ 79% B-
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 19.24% 85% B 74% C
Dividend Return 21.05% 79% B- 75% C
Total Return 1.81% 11% F 44% F
Risk Return Profile  
Volatility (Standard Deviation) 353.32% 2% F 8% B-
Risk Adjusted Return 5.96% 26% F 40% F
Market Capitalization 7.10B 88% B+ 91% 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.

Low Earnings Growth

This stock has shown below median earnings growth in the previous 5 years compared to its sector