Highlights
- Market Cap
- $3.79B
- Enterprise Value
- $3.53B
- EPS (TTM)
- -$6.95
- Total Revenue (TTM)
- $1.78B
- Gross Profit (TTM)
- $416.50M
- EBITDA (TTM)
- -$659.16M
- Year Range
- $40.07 - $77.80
- Target Price
- $81.40
- ROA (TTM)
- -10.43%
- ROE (TTM)
- 144.28%
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in StepStone Group Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
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Returns By Period
StepStone Group Inc. (STEP) has returned -25.19% so far this year and -6.20% over the past 12 months.
StepStone Group Inc.
- 1D
- 2.60%
- 1M
- 10.62%
- YTD
- -25.19%
- 6M
- -26.16%
- 1Y
- -6.20%
- 3Y*
- 28.94%
- 5Y*
- 7.96%
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
Based on dividend-adjusted daily data since Sep 16, 2020, STEP's average daily return is +0.09%, while the average monthly return is +1.96%. At this rate, your investment would double in approximately 3.0 years.
Historically, 60% of months were positive and 40% 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% | -25.19% | |||||||||
| 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 3.91%, beta of 1.40, and R² of 0.33 versus S&P 500 Index. Calculated based on daily prices since September 17, 2020.
- This stock captured 186.46% of S&P 500 Index gains and 160.21% of its losses — amplifying both gains and losses, but participating more in upside than downside.
- R² of 0.33 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
- 3.91%
- Beta
- 1.40
- R²
- 0.33
- Upside Capture
- 186.46%
- Downside Capture
- 160.21%
Return for Risk
Risk / Return Rank
STEP ranks 34 for risk / return — below 34% 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 a chosen benchmark (S&P 500 Index).
| STEP | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.13 | 0.90 | -1.03 |
Sortino ratioReturn per unit of downside risk | 0.14 | 1.39 | -1.25 |
Omega ratioGain probability vs. loss probability | 1.02 | 1.21 | -0.19 |
Calmar ratioReturn relative to maximum drawdown | -0.13 | 1.40 | -1.52 |
Martin ratioReturn relative to average drawdown | -0.35 | 6.61 | -6.96 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore STEP risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
Dividends
Dividend History
StepStone Group Inc. provided a 3.10% 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 | 3.10% | 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 | $0.28 | |||||||||
| 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 37.06%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -60.19% | Nov 16, 2021 | 368 | May 4, 2023 | 320 | Aug 13, 2024 | 688 |
| -43.1% | Jan 20, 2026 | 28 | Feb 27, 2026 | — | — | — |
| -38.27% | Nov 12, 2024 | 100 | Apr 8, 2025 | 124 | Oct 6, 2025 | 224 |
| -23.44% | Jan 4, 2021 | 48 | Mar 12, 2021 | 83 | Jul 12, 2021 | 131 |
| -15.84% | Sep 3, 2021 | 25 | Oct 8, 2021 | 22 | Nov 9, 2021 | 47 |
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 2.1. 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 | — |