Indicators
Indicators
Value
Direction
MACD(12,26,9)
0.540
Buy
RSI(14)
59.716
Neutral
STOCH(KDJ)(9,3,3)
81.167
Neutral
ATR(14)
2.280
High Vlolatility
CCI(14)
100.816
Buy
Williams %R
11.268
Overbought
TRIX(12,20)
0.180
Sell
StochRSI(14)
78.466
Sell
StepStone Group Inc
STEP65.950USD
-0.530-0.80%
Close 12/24, 16:00（ET）Quotes delayed by 15 min
5.22BMarket Cap
LossP/E TTM
TradingKey Stock Score
Overall Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Peer Comparison
TradingKey Stock Score of StepStone Group Inc
Currency: USD Updated: 2025-12-24Key Insights
StepStone Group Inc's fundamentals are relatively healthy, and its growth potential is significant.Its valuation is considered fairly valued, ranking 16/115 in the Investment Banking & Investment Services industry.Institutional ownership is very high.Over the past month, multiple analysts have rated it as Buy, with the highest price target at 74.25.In the medium term, the stock price is expected to remain stable.Despite a good stock market performance and strong technicals over the past month, the fundamentals don't support the current trend.The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.
StepStone Group Inc's Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
Score Analysis
Current score
Previous score
Analyst Rating
Based on
8
analysts
Buy
Current Rating
74.250
Target Price
+19.09%
Upside Space
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
StepStone Group Inc Highlights
StrengthsRisks
StepStone Group Inc. is a global private markets investment firm focused on providing customized investment solutions and advisory and data services to its clients. The Company partners with its clients to develop and build private markets portfolios designed to meet their specific objectives across the private equity, infrastructure, private debt and real estate asset classes. These portfolios utilize several types of synergistic investment strategies with third-party fund managers, including commitments to funds (primaries), acquiring stakes in existing funds on the secondary market (secondaries) and investing directly into companies (co-investments). It provides its clients with tailored reporting packages, including customized performance benchmarks as well as compliance, administration and tax capabilities. The Company, through its subsidiaries, acts as the investment advisor and general partner or managing member to separately managed accounts and focused commingled funds.
High Profit Growth
The company's net income leads the industry, with the latest annual income totaling USD 1.00B.
Turnaround to Loss
The company's performance has turned to a loss, with the latest annual loss of USD .
Undervalued
The company’s latest PB is -22.35, at a low 3-year percentile range.
Institutional Selling
The latest institutional holdings are 73.47M shares, decreasing 2.16% quarter-over-quarter.
Held by CI Select Canadian Equity Fund
Star Investor CI Select Canadian Equity Fund holds 429.00 shares of this stock.
Financial Health
Currency: USD Updated: 2025-12-24The current financial score of StepStone Group Inc is 5.35, ranking 96/115 in the Investment Banking & Investment Services industry. Its financial status is stable, and its operating efficiency is low. Its latest quarterly revenue reached 333.29M, representing a year-over-year increase of 40.50%, while its net profit experienced a year-over-year increase of 2176.58%.
Score
Financials
7.39
Key Metrics
Cash and cash equivalents
Total assets
Total liabilities
Free cash flow
Relevant data have not been disclosed by the company yet.
Quality of Earnings
4.57
Operational Efficiency
4.07
Growth Potential
4.07
Shareholder Returns
6.64
StepStone Group Inc's Company Valuation
Currency: USD Updated: 2025-12-24The current valuation score of StepStone Group Inc is 8.74, ranking 7/115 in the Investment Banking & Investment Services industry. Its current P/E ratio is -8.09, which is -1895.65% below the recent high of 145.20 and -2233.35% above the recent low of -188.68.
Score
Valuation Dimensions
P/E
P/B
P/S
P/CF
Industry Ranking 16/115
Relevant data have not been disclosed by the company yet.
Earnings Forecast
Currency: USD Updated: 2025-12-24The current earnings forecast score of StepStone Group Inc is 7.50, ranking 40/115 in the Investment Banking & Investment Services industry. The average price target for StepStone Group Inc is 71.50, with a high of 85.00 and a low of 66.00.
Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
Analyst Rating
Based on
8
analysts
Buy
Current Rating
74.250
Target Price
+19.09%
Upside Space
Strong Buy
Buy
Hold
Sell
Strong Sell
Peer Comparison
69
Total
7
Median
8
Average
Company name
Ratings
Analysts
StepStone Group Inc
STEP
8
Blackstone Inc
BX
24
KKR & Co Inc
KKR
21
BlackRock Inc
BLK
19
Bank of New York Mellon Corp
BK
18
Ares Management Corp
ARES
18
1
2
3
...
14
Financial Forecasting
EPS
Revenue
Net Profit
EBIT
Relevant data have not been disclosed by the company yet.
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
Price Momentum
Currency: USD Updated: 2025-12-24The current price momentum score of StepStone Group Inc is 9.53, ranking 12/115 in the Investment Banking & Investment Services industry. Currently, the stock price is trading between the resistance level at 69.64 and the support level at 59.70, making it suitable for range-bound swing trading.
Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
Indicators
The Indicators feature provides value and direction analysis for various instruments under a selection of technical indicators, together with a technical summary.
This feature includes nine of the commonly used technical indicators: MACD, RSI, KDJ, StochRSI, ATR, CCI, WR, TRIX and MA. You may also adjust the timeframe depending on your needs.
Please note that technical analysis is only part of investment reference, and there is no absolute standard for using numerical values to assess direction. The results are for reference only, and we are not responsible for the accuracy of the indicator calculations and summaries.
Moving Average
Indicators
Value
Direction
MA5
65.030
Buy
MA10
64.473
Buy
MA20
63.715
Buy
MA50
62.728
Buy
MA100
62.609
Buy
MA200
58.847
Buy
Institutional Confidence
Currency: USD Updated: 2025-12-24The current institutional shareholding score of StepStone Group Inc is 10.00, ranking 1/115 in the Investment Banking & Investment Services industry. The latest institutional shareholding proportion is 92.86%, representing a quarter-over-quarter decrease of 11.76%. The largest institutional shareholder is The Vanguard, holding a total of 7.70M shares, representing 9.74% of shares outstanding, with 0.26% decrease in holdings.
Score
Institutional Shareholding
Relevant data have not been disclosed by the company yet.
Shareholder Activity
Name
Shares Held
Chg %
BlackRock Institutional Trust Company, N.A.
Wellington Management Company, LLP
Lim James
Millennium Management LLC
Invesco Advisers, Inc.
Newhall Charles Ashton
Capital World Investors
State Street Investment Management (US)
1
2
Risk Assessment
Currency: USD Updated: 2025-12-24The current risk assessment score of StepStone Group Inc is 6.91, ranking 69/115 in the Investment Banking & Investment Services industry. The company's beta value is 1.33. This indicates that the stock tends to outperform the index during upward trending markets but experiences larger declines during downward trending markets.
Score
Beta vs S&P 500 index
1.33
VaR
+3.75%
240-Day Maximum Drawdown
+34.50%
240-Day Volatility
+48.40%
Return
Best Daily Return
60 days
+4.20%
120 days
+8.75%
5 years
+14.79%
Worst Daily Return
60 days
-5.39%
120 days
-5.39%
5 years
-14.19%
Sharpe Ratio
60 days
+0.05
120 days
+1.04
5 years
+0.60
Risk Assessment
Maximum Drawdown
240 days
+34.50%
3 years
+38.75%
5 years
+61.63%
Return-to-Drawdown Ratio
240 days
+0.40
3 years
+1.06
5 years
+0.37
Skewness
240 days
+0.04
3 years
+0.06
5 years
+0.10
Volatility
Realised Volatility
240 days
+48.40%
5 years
+46.17%
Standardised True Range
240 days
+3.41%
5 years
+2.33%
Downside Risk-Adjusted Return
120 days
+201.26%
240 days
+201.26%
Maximum Daily Upside Volatility
60 days
+24.85%
Maximum Daily Downside Volatility
60 days
+33.17%
Liquidity
Average Turnover Rate
60 days
+0.77%
120 days
+0.85%
5 years
--
Turnover Deviation
20 days
+8.02%
60 days
-1.71%
120 days
+8.76%
Peer Comparison
Investment Banking & Investment Services
StepStone Group Inc
STEP
7.75 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
State Street Corp
STT
8.82 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Affiliated Managers Group Inc
AMG
8.28 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Ameriprise Financial Inc
AMP
8.28 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Bgc Group Inc
BGC
8.22 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
DigitalBridge Group Inc
DBRG
8.17 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
View more
FAQs
How does TradingKey generate the Stock Score of StepStone Group Inc?
The TradingKey Stock Score provides a comprehensive assessment of StepStone Group Inc based on 34 indicators derived from over 100 underlying data points. These indicators are categorised into six key dimensions: financial health, company profile, earnings forecasts, price momentum, institutional confidence, and risk assessment, collectively providing investors with a thorough analysis of StepStone Group Inc’s performance and outlook.
How do we generate the financial health score of StepStone Group Inc?
To generate the financial health score of StepStone Group Inc, we analyse various key financial indicators across several core dimensions, including financial fundamentals, earnings quality, operational efficiency, growth potential, and shareholder returns. By integrating these comprehensive data, the financial health score not only reflects StepStone Group Inc's overall stability, operational efficiency, and growth potential but also captures the investment returns delivered to shareholders. This score aims to support rational decision-making for investors and other stakeholders. A higher score indicates a better financial health of StepStone Group Inc.
How do we generate the company valuation score of StepStone Group Inc?
To generate the company valuation score of StepStone Group Inc, we use several key financial ratios, including P/E, P/B, P/S, and P/CF. These metrics compare StepStone Group Inc’s market value to its earnings, assets, sales, and cash flow, serving as core indicators for assessing company value. By analysing these ratios in an all-round manner, the valuation score reflects not only the market’s current perception of StepStone Group Inc’s value but also its future profitability and growth potential, thereby supporting more informed investment decisions. A higher score indicates a fairer valuation of StepStone Group Inc.
How do we generate the earnings forecast score of StepStone Group Inc?
To calculate the earnings forecast score of StepStone Group Inc, we consider various key indicators such as analyst ratings, financial forecasts, support and resistance levels, and peer comparisons:Current ratings and price targets directly reflect analysts’ expectations, while the upside space indicates their views on the stock’s growth potential.Financial metrics like earnings per share (EPS), revenue, net income, and earnings before interest and taxes (EBIT) are core measures for assessing profitability.By analysing the high, median, and low ranges of the target price, we can identify price trends and determine key support and resistance levels.Comparing these indicators against peers provides context for the stock’s performance and helps
anchor more realistic expectations.These factors together form a comprehensive earnings forecast score that accurately reflects the stock’s expected financial performance and growth potential. A higher score suggests that analysts have a more optimistic outlook on StepStone Group Inc’s future.
How do we generate the price momentum score of StepStone Group Inc?
When generating the price momentum score for StepStone Group Inc, we examine momentum indicators including support and resistance levels as well as volume metrics.Support levels represent price points where buying interest is strong enough to prevent further declines, while resistance levels indicate prices where selling pressure may hinder upward movement. By analysing typical price volume alongside total volume, we assess overall market activity and liquidity. These indicators help identify price trends and potential shifts, enabling more accurate predictions of future earnings.This comprehensive approach can reflect market sentiment and enable rational forecasts of StepStone Group Inc’s prices. A higher score indicates a more stable short-term price trend for StepStone Group Inc.
How do we generate the institutional confidence score of StepStone Group Inc?
To generate the institutional confidence score of StepStone Group Inc, we analyse both the proportion of shares held by institutions and the number of shares they own. A higher institutional ownership percentage indicates strong confidence of professional investors, which is generally a positive signal about StepStone Group Inc’s potential. By examining the number of shares held, we gain deeper insight into institutions’ commitment and attitude toward the stock, as institutional investors typically conduct thorough analysis before making investment decisions. Understanding institutional confidence helps us refine earnings forecasts and provides a more reliable perspective on the company’s future performance and market stability. A higher score indicates greater institutional endorsement of StepStone Group Inc.
How do we generate the risk management score of StepStone Group Inc?
To assess the risk management score of StepStone Group Inc, we examine multiple key indicators related to returns, risk, volatility, and liquidity.The highest and lowest daily returns reflect the potential size of gains and losses, while the Sharpe ratio measures risk-adjusted return performance. On the risk side, we analyse maximum drawdown and the return-to-drawdown ratio to identify extreme loss scenarios. Skewness helps assess the distribution of returns and whether performance may be biased. Volatility indicators—such as realised volatility and standardised true range—reveal price fluctuations. Downside risk-adjusted returns provide insight into potential losses and gains. Lastly, liquidity metrics like average turnover rate and turnover deviation indicate how actively the stock is traded.These indicators together provide a multi-dimensional understanding of StepStone Group Inc’s risk-return profile, serving as core factors of the risk management score. A higher score indicates lower risk on the side of StepStone Group Inc.
