StepStone Group Inc

STEP

45.490USD

-1.360-2.90%

Close 03/27, 16:00（ET）Quotes delayed by 15 min

StepStone Group Inc's Score

Industry at a Glance

Industry Ranking

5 / 117

Overall Ranking

77 / 4542

Industry

Investment Banking & Investment Services

Support & Resistance

Relevant data have not been disclosed by the company yet.

Score Analysis

Current score

Previous score

Media Coverage

Last 24 hours

Coverage Level

Very Low

Very High

Neutral

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 -9.62, at a low 3-year percentile range.

Institutional Buying

The latest institutional holdings are 75.62M shares, increasing 0.37% quarter-over-quarter.

Held by CI Select Canadian Equity Fund

Star Investor CI Select Canadian Equity Fund holds 482.00 shares of this stock.

Analyst Rating

Based on 8 analysts

Buy

Current Rating

77.833

Target Price

+64.41%

Upside Space

Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

The current financial score of StepStone Group Inc is 6.00, ranking 94 out of 117 in the Investment Banking & Investment Services industry. Its financial status is stable, and its operating efficiency is low. Its latest quarterly revenue reached 405.07M, representing a year-over-year increase of 52.89%, while its net profit experienced a year-over-year increase of 35.71%.

Score

Industry at a Glance

Previous score

6.00

Change

0



Financials

6.08

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

5.54

Key Metrics

Total revenue

Operating profit

Total assets

SG&A

Relevant data have not been disclosed by the company yet.

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Operational Efficiency

5.48

Key Metrics

Cash flow from operating activities

Income after tax

Relevant data have not been disclosed by the company yet.

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Growth Potential

5.61

Key Metrics

Cash flow from operating activities

Total revenue

Relevant data have not been disclosed by the company yet.

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Shareholder Returns

7.30

Key Metrics

Free cash flow

Relevant data have not been disclosed by the company yet.

The current valuation score of StepStone Group Inc is 8.74, ranking 7 out of 117 in the Investment Banking & Investment Services industry. Its current P/E ratio is -6.57, which is -2310.14% below the recent high of 145.20 and -2771.95% above the recent low of -188.68.

Score

Industry at a Glance

Previous score

8.74

Change

0

Valuation Dimensions

P/E

P/B

P/S

P/CF

Industry Ranking 5/117

Relevant data have not been disclosed by the company yet.

The current earnings forecast score of StepStone Group Inc is 7.75, ranking 35 out of 117 in the Investment Banking & Investment Services industry. The average price target is 71.50, with a high of 85.00 and a low of 66.00.

Score

Industry at a Glance

Previous score

7.75

Change

0

Support & Resistance

Relevant data have not been disclosed by the company yet.

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.

The current price momentum score of StepStone Group Inc is 9.05, ranking 7 out of 117 in the Investment Banking & Investment Services industry. Currently, the stock price is trading between the resistance level at 49.49 and the support level at 41.04, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Previous score

9.37

Change

-0.32

Support & Resistance

Relevant data have not been disclosed by the company yet.

Institutional Confidence

Currency: USD Updated: 2026-03-27

The current institutional shareholding score of StepStone Group Inc is 10.00, ranking 1 out of 117 in the Investment Banking & Investment Services industry. The latest institutional shareholding proportion is 94.36%, representing a quarter-over-quarter increase of 1.61%. The largest institutional shareholder is The Vanguard, holding a total of 8.43M shares, representing 10.52% of shares outstanding, with 7.78% increase in holdings.

Score

Industry at a Glance

Previous score

10.00

Change

0

Institutional Shareholding

Relevant data have not been disclosed by the company yet.

Shareholder Activity

Name

Shares Held

Chg %

BlackRock Institutional Trust Company, N.A.

9.45M

+8.40%

The Vanguard Group, Inc.

Star Investors

8.45M

+9.68%

Wellington Management Company, LLP

5.72M

+65.16%

T. Rowe Price Associates, Inc.

Star Investors

4.29M

-28.27%

Millennium Management LLC

3.89M

-11.44%

Invesco Advisers, Inc.

3.55M

+4.62%

Capital World Investors

2.96M

+3.59%

Lim James

4.04M

--

State Street Investment Management (US)

2.76M

+8.69%

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1

2

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The U.S. Dollar Index is currently in a neutral state, which has a neutral effect on the Investment Banking & Investment Services domestic-focused industry. The Dollar Index (DXY) measures the value of the U.S. dollar against a basket of major currencies, including the euro, yen, pound sterling, Canadian dollar, Swedish krona, and Swiss franc. The current risk assessment score of StepStone Group Inc is 7.46, ranking 65 out of 117 in the Investment Banking & Investment Services industry. The company's beta value is 1.34. This indicates that the stock tends to outperform the index during upward trending markets but experiences larger declines during downward trending markets. with an industry-leading ESG disclosure.

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