- ISIN
- US85914M1071
- CUSIP
- 85914M107
- Sector
- Financial Services
- Industry
- Asset Management
- IPO Date
- Sep 16, 2020
Highlights
- Market Cap
- $3.50B
- Enterprise Value
- $3.29B
- EPS (TTM)
- -$6.78
- Total Revenue (TTM)
- $1.99B
- Gross Profit (TTM)
- -$734.50M
- EBITDA (TTM)
- -$970.97M
- Year Range
- $40.58 - $77.80
- Target Price
- $72.50
- ROA (TTM)
- -7.92%
- ROE (TTM)
- 129.56%
Share Price Chart
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Performance
STEP Performance Chart
StepStone Group Inc. (STEP) is down 31.6% since the beginning of the year. At $44 per share, STEP is trading 43.9% below its 52-week high of $78. Investors who bought $1,000 worth of STEP shares 5 years ago would now be looking at an investment worth $1,573.
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Returns By Period
StepStone Group Inc. (STEP) has returned -31.60% so far this year and -21.58% over the past 12 months.
StepStone Group Inc.
- 1D
- -5.30%
- 1M
- -19.20%
- YTD
- -31.60%
- 6M
- -29.81%
- 1Y
- -21.58%
- 3Y*
- 26.53%
- 5Y*
- 9.48%
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- -0.74%
- 1M
- 4.90%
- YTD
- 10.35%
- 6M
- 10.28%
- 1Y
- 26.52%
- 3Y*
- 20.83%
- 5Y*
- 12.30%
- 10Y*
- 13.66%
STEP Monthly Returns History
Based on dividend-adjusted daily data since Sep 16, 2020, STEP's average daily return is +0.08%, while the average monthly return is +1.77%. At this rate, an investment would double in approximately 3.3 years.
Historically, 59% of months were positive and 41% were negative. The best month was Dec 2020 with a return of +46.8%, while the worst month was Feb 2026 at -38.6%. The longest winning streak lasted 12 consecutive months, and the longest losing streak was 4 months.
On a daily basis, STEP closed higher 51% of trading days. The best single day was Apr 9, 2025 with a return of +14.8%, while the worst single day was Apr 3, 2025 at -14.2%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 10.16% | -38.61% | 10.62% | 10.85% | -6.79% | -11.52% | -31.60% | ||||||
| 2025 | 10.71% | -5.73% | -13.18% | -4.25% | 15.68% | -2.96% | 6.95% | 5.02% | 5.24% | -6.78% | 4.21% | 1.60% | 13.62% |
| 2024 | 5.09% | 4.44% | 2.91% | 0.92% | 19.05% | 7.76% | 9.52% | 9.32% | 3.89% | 5.81% | 9.98% | -12.16% | 85.94% |
| 2023 | 15.93% | -1.32% | -15.14% | -9.23% | -2.36% | 17.47% | 13.14% | 10.74% | 2.30% | -10.39% | -8.71% | 24.24% | 31.66% |
| 2022 | -15.78% | -0.94% | -4.26% | -22.50% | 6.40% | -3.77% | 2.34% | 3.19% | -10.19% | 20.44% | 2.25% | -16.01% | -37.82% |
| 2021 | -11.76% | 2.53% | -1.83% | -5.59% | -4.80% | 8.74% | 32.30% | 5.34% | -10.93% | 10.18% | -11.62% | 0.48% | 5.43% |
Benchmark Metrics
StepStone Group Inc. has an annualized alpha of -1.04%, beta of 1.40, and R2 of 0.32 versus S&P 500 Index. Calculated based on daily prices since September 17, 2020.
- This stock captured 168.31% of S&P 500 Index gains and 167.86% of its losses - amplifying both gains and losses, but participating more in upside than downside.
- R2 of 0.32 means the benchmark explains less than half of this stock's behavior - treat beta with caution or consider switching to a more representative benchmark.
- Alpha
- -1.04%
- Beta
- 1.40
- R²
- 0.32
- Upside Capture
- 168.31%
- Downside Capture
- 167.86%
Return for Risk
Risk / Return Rank
STEP ranks 21 for risk / return — below 21% of stocks on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for StepStone Group Inc. (STEP) and compare them to S&P 500 Index.
| STEP | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.75 | ||
| Sortino ratioReturn per unit of downside risk | -3.55 | ||
| Omega ratioGain probability vs. loss probability | 0.94 | 1.41 | -0.46 |
| Calmar ratioReturn relative to maximum drawdown | -0.50 | 2.93 | -3.43 |
| Martin ratioReturn relative to average drawdown | -1.09 | 13.52 | -14.61 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Dividends
Dividend History
StepStone Group Inc. provided a 3.39% dividend yield over the last twelve months, with an annual payout of $1.48 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Dividend | $1.48 | $1.44 | $1.05 | $1.07 | $0.75 | $0.36 |
Dividend yield | 3.39% | 2.24% | 1.81% | 3.36% | 2.98% | 0.87% |
Monthly Dividends
The table displays the monthly dividend distributions for StepStone Group Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.28 | $0.00 | $0.00 | $0.00 | $0.00 | $0.28 | ||||||
| 2025 | $0.00 | $0.24 | $0.00 | $0.00 | $0.00 | $0.64 | $0.00 | $0.28 | $0.00 | $0.00 | $0.28 | $0.00 | $1.44 |
| 2024 | $0.00 | $0.21 | $0.00 | $0.00 | $0.00 | $0.36 | $0.00 | $0.24 | $0.00 | $0.00 | $0.24 | $0.00 | $1.05 |
| 2023 | $0.00 | $0.20 | $0.00 | $0.00 | $0.00 | $0.45 | $0.00 | $0.21 | $0.00 | $0.00 | $0.21 | $0.00 | $1.07 |
| 2022 | $0.00 | $0.15 | $0.00 | $0.00 | $0.00 | $0.20 | $0.00 | $0.20 | $0.00 | $0.00 | $0.20 | $0.00 | $0.75 |
| 2021 | $0.07 | $0.00 | $0.00 | $0.07 | $0.00 | $0.07 | $0.00 | $0.00 | $0.15 | $0.00 | $0.36 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the StepStone Group Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the StepStone Group Inc. was 60.19%, occurring on May 4, 2023. Recovery took 320 trading sessions.
The current StepStone Group Inc. drawdown is 42.45%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
2023 bear market2023 | -60.19%May 2023 | 1y 5mo | 1y 3mo | 2y 9moNov 2021 - Aug 2024 |
2026 bear market2026 | -43.10%Feb 2026 | 1mo 8d | — | 4mo 15dJan 2026 - now |
2025 selloff2025 | -38.27%Apr 2025 | 4mo 27d | 6mo 1d | 10mo 28dNov 2024 - Oct 2025 |
2021 bear market2021 | -23.44%Mar 2021 | 2mo 7d | 4mo 2d | 6mo 9dJan 2021 - Jul 2021 |
2021 correction2021 | -15.84%Oct 2021 | 1mo 5d | 1mo 2d | 2mo 7dSep 2021 - Nov 2021 |
Drawdown Indicators
| STEP | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.19% | -56.78% | -3.41% |
Max Drawdown (1Y)Largest decline over 1 year | -43.10% | -9.10% | -34.00% |
Max Drawdown (3Y)Largest decline over 3 years | -43.10% | -18.90% | -24.20% |
Max Drawdown (5Y)Largest decline over 5 years | -60.19% | -25.43% | -34.76% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -42.45% | -0.74% | -41.71% |
Average DrawdownAverage peak-to-trough decline | -25.87% | -10.72% | -15.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 19.80% | 1.97% | +17.83% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of StepStone Group Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Valuation
The Valuation section provides an overview of how StepStone Group Inc. is priced in the market compared to other companies in the Asset Management industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for STEP relative to other companies in the Asset Management industry. Currently, STEP has a P/S ratio of 1.7. This P/S ratio is low compared to the industry average. It may indicate that the stock is undervalued relative to its revenue, or that the market expects slower growth or lower margins.
Income Statement
| TTM | |
|---|---|
Revenue | — |
Total Revenue | — |
Cost Of Revenue | — |
Gross Profit | — |
Operating Expenses | — |
Selling, General & Admin Expenses | — |
R&D Expenses | — |
Depreciation And Amortization | — |
Total Operating Expenses | — |
Income | — |
Income Before Tax | — |
Operating Income | — |
EBITDA | — |
EBIT | — |
Earnings From Continuing Operations | — |
Net Income | — |
Income Tax Expense | — |
Other Non-Operating Income (Expenses) | — |
Extraordinary Items | — |
Discontinued Operations | — |
Effect Of Accounting Charges | — |
Non Recurring | — |
Minority Interest | — |
Other Items | — |
Interest Income | — |
Interest Expense | — |
Net Interest Income | — |
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