🇺🇸 US Stock Screener ← Switch market ★ Elite Club ⚡ StockGenie AI

StepStone Group Inc. STEP R2K

Financial Services · Asset Management · United States
https://www.stepstonegroup.com

StepStone Group Inc. is a private equity and venture capital firm specializing in primary, 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. The firm seeks to make minority and majority investments. StepStone Group Inc. was founded in 2007 and is based in New York, New York with additional offices across North America, South America, South Korea, Europe, Australia and Asia.

READ MORE ›
$49.31
-12.49% 1Y

Market & Price

Market Cap
$6.17B
Current Price
$49.31
High / Low (52W)
$75.82 / $43.14
Beta
1.33

Valuation

Stock P/E
-
Industry PE
12.01
Forward P/E
14.88
PEG Ratio
-
Book Value
$-4.73
Price to Book
-10.43
P/S
3.09
EV/EBITDA
-5.59
Dividend Yield
3.39%

Profitability & Returns

ROCE
-19.49%
ROE
-55.88%
ROA
-11.27%
Profit Margin
-26.88%
Op Margin
-3.45%
EPS (Latest Qtr)
$-0.10
EPS (TTM)
$-6.78

Balance Sheet & Liquidity

Debt/Equity
1.47
Quick Ratio
0.81
Current Ratio
0.82
Debt
$1.31B
Total Assets
$6.76B
Current Assets
$3.40B
Working Capital
$1.12B

Ownership

Promoter Holding
5.55%
Chg in Prom Hold
-
FII / Inst Holding
103.24%
Chg in FII Hold
-0.01%

Financial Snapshot

Enterprise Value
$5.47B
Total Revenue (TTM)
$1.99B
EBITDA
$-977.44M
Free Cash Flow
$2.63B
Operating Cash Flow
$66.48M
Shares Outstanding
80.71M
Gross Margin
-41.94%
Payout Ratio
167.21%

Growth (CAGR)

Revenue 5Y
1,016.75%
Profit 5Y
-937.44%
Revenue (YoY)
55.80%
Earnings (YoY)
-

PROS

  • Compounding revenue at 1016.8% over 5 years.
  • Attractive dividend yield of 3.39%.
  • Generates positive free cash flow.

CONS

  • Earnings shrank at -937.4% CAGR over 5 years.
  • Trading 35.0% below its 52-week high.
  • In a downtrend (50-DMA below 200-DMA).

* The pros and cons are auto-generated from financial metrics.

Price Chart

Robinhood TradingView StockAnalysis

Fundamental Growth

Figures from the latest reported periods. CAGR is computed across the displayed window (quarterly CAGR is annualised assuming 4 quarters per year).

Peer comparison

Peer companies in the same sector (Financial Services).

#NameCMP $P/E Mkt CapDiv Yld % ROCE %ROE % Rev CAGR 5Y %Profit CAGR 5Y %
1 STEP StepStone Group Inc. R2K 49.31 - $6.17B 3.39% -19.49% -55.88% 1,016.75% -937.44%
2 JPM JPMorgan Chase & Co. SPX 299.31 14.33 $802.00B 2.00% - 16.47% 12.50% 14.83%
3 V Visa Inc. SPX 326.36 28.48 $620.65B 0.82% 38.38% 60.35% 10.92% 10.28%
4 MA Mastercard Incorporated SPX 493.98 28.57 $436.47B 0.70% 61.47% - 13.82% 14.66%
5 MS Morgan Stanley SPX 208.00 18.84 $328.08B 1.92% - 16.39% 9.52% 15.20%
6 GS The Goldman Sachs Group, Inc. SPX 1,025.56 18.73 $302.55B 1.76% - 14.55% 7.16% 15.11%
7 WFC Wells Fargo & Company SPX 77.54 11.98 $237.29B 2.32% - 12.03% 4.02% 15.98%
8 BLK BlackRock, Inc. SPX 1,046.88 26.32 $162.51B 2.19% 4.89% 11.90% 10.65% 2.36%
9 SCHW The Charles Schwab Corporation SPX 87.35 17.37 $151.91B 1.47% - 19.08% 4.83% 7.21%
Ad space

Quarterly Results

Figures in USD.

Metric Sep 2019Dec 2019Jun 2020Sep 2020Dec 2020Jun 2021Sep 2021Dec 2021Jun 2022Sep 2022Dec 2022Jun 2023Sep 2023Dec 2023Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026
Revenue 131.87M71.22M-61.41M242.91M247.15M308.61M281.76M410.46M-77.22M-158.50M-4.24M178.01M191.42M-14.61M186.40M271.68M339.02M377.73M364.29M454.23M586.51M588.58M
Cost of Revenue ----------------168.56M214.25M191.68M247.21M288.32M360.45M
Gross Profit ----------------170.47M163.48M172.60M207.01M298.19M228.13M
Operating Expenses ----------------529.55M169.35M231.63M929.76M519.45M248.47M
Operating Income -----------------359.08M-5.87M-59.03M-722.75M-221.25M-20.34M
EBITDA -----------------330.32M24.54M-4.39M-659.94M-178.12M15.52M
Interest Expense ----------------3.01M3.19M4.53M4.42M5.12M4.42M
Pretax Income -----------------344.71M9.95M-20.35M-675.83M-194.65M-344.00K
Tax Provision -----------------57.55M-3.20M-8.34M-100.34M-32.21M-7.00M
Net Income 000-790.00K25.58M41.65M62.07M48.35M-11.04M-29.22M-6.94M21.27M26.23M-20.23M13.33M17.63M-192.01M-18.51M-38.42M-366.14M-123.45M-7.79M
Diluted EPS ----0.030.871.061.450.83-0.18-0.48-0.110.340.42-0.320.200.26--0.24-0.49-4.66-1.55-0.10

Profit & Loss (Annual)

Figures in USD.

Metric Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Revenue 256.27M446.61M787.72M1.37B-67.57M711.63M1.17B1.99B
Cost of Revenue ---788.70M-239.18M330.19M595.17M1.09B
Gross Profit ---576.83M171.60M381.44M579.66M905.94M
Operating Expenses ---124.46M172.10M209.67M846.48M1.93B
Operating Income ---452.36M-497.00K171.77M-266.82M-1.02B
EBITDA ---540.67M10.18M252.31M-163.84M-826.94M
Interest Expense ---1.11M4.19M9.33M12.70M18.50M
Pretax Income ---512.58M-41.45M195.40M-222.03M-891.17M
Tax Provision ---28.30M3.82M27.58M-49.21M-147.89M
Net Income 0062.63M193.88M-18.40M58.09M-179.56M-535.81M
Diluted EPS --2.063.84-0.300.91-2.52-6.78

Compounded Sales Growth

5 Years:1,016.75%
1 Year:55.80%

Compounded Profit Growth

5 Years:-937.44%
1 Year:-

Stock Price Performance

1 Year:-12.49%
6 Months:-20.38%
3 Months:+14.30%
1 Month:-3.48%

Balance Sheet (Annual)

Figures in USD.

Metric Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Total Assets -680.83M1.32B-3.50B3.79B4.59B6.76B
Current Assets ----1.46B1.66B1.96B3.40B
Cash & Equivalents 40.62M89.94M179.89M-128.56M181.59M289.30M1.12B
Inventory --------
Receivables ----44.45M56.77M80.87M133.29M
Total Liabilities -443.86M661.08M-1.84B1.92B2.81B5.88B
Current Liabilities ----1.66B1.69B1.78B2.29B
Long Term Debt -143.14M0---169.27M1.10B
Total Debt ----219.57M268.56M382.79M1.31B
Total Equity --249.41M-771.57M324.48M179.36M-413.56M
Shares Outstanding ----62.83M65.61M76.76M80.70M

Cash Flows (Annual)

Figures in USD.

Metric Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Operating Cash Flow 51.45M65.93M149.30M-151.18M161.52M64.93M66.48M
Investing Cash Flow -61.89M35.81M-11.17M--30.81M-47.35M-43.48M732.88M
Financing Cash Flow -55.52M-52.17M-45.31M--108.02M-57.98M87.48M37.44M
Capital Expenditure -3.04M-837.00K-1.26M--5.63M-19.61M-5.10M-2.62M
Free Cash Flow 48.41M65.09M148.04M-145.56M141.91M59.83M63.86M
Net Change in Cash ----12.36M56.20M108.93M836.80M

Ratios (Annual)

Figures in %.

Metric Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Gross Margin % ---42.2%-253.9%53.6%49.3%45.4%
Operating Margin % ---33.1%0.7%24.1%-22.7%-51.3%
Net Margin % 0.0%0.0%8.0%14.2%27.2%8.2%-15.3%-26.9%
ROE % --25.1%--2.4%17.9%-100.1%129.6%
ROCE % -----0.0%8.2%-9.5%-22.9%

Shareholding Pattern

Insiders
5.55%
Institutions
103.24%
Public Float
109.30%

Top Institutional Holders

#Holder% HeldSharesValue
1 Blackrock Inc. 14.65% 11.83M $583.20M
2 Millennium Management Llc 8.89% 7.17M $353.72M
3 Wellington Management Group, LLP 6.49% 5.24M $258.39M
4 Price (T.Rowe) Associates Inc 6.04% 4.87M $240.33M
5 Vanguard Portfolio Management LLC 5.56% 4.48M $221.15M
6 Pitcairn Wealth Advisors LLC 5.01% 4.04M $199.25M
7 Vanguard Capital Management LLC 4.37% 3.53M $173.86M
8 Capital World Investors 4.05% 3.27M $161.32M
9 State Street Corporation 3.56% 2.87M $141.51M
10 Citadel Advisors Llc 2.43% 1.96M $96.89M

Analyst View

Loading analyst coverage…

Latest News

Recent headlines for STEP

VentureBeat AI Mon, 12 Jan 2026

Anthropic launches Cowork, a Claude Desktop agent that works in your files — no coding required

<p><a href="https://www.anthropic.com/">Anthropic</a> released <a href="https://claude.com/blog/cowork-research-preview">Cowork</a> on Monday, a new AI agent capability that extends the power of its w…

MarketWatch Top Stories Sat, 30 May 2026

As Big Tech’s power demand surges, data centers bring utilities a huge new profit center

The market hasn’t fully priced the next logical step for the AI buildout: Big Tech acquiring regulated utilities outright.

NPR Politics Fri, 29 May 2026

How primaries are shaping Congress

The Primary used to be just the first step in the electoral process — now the primary has transformed, in many places into the moment when the election is all but decided. It's shaping Congress.

Explore More

📊 Financial Services Sector 🔍 All Stock Screens 📈 Technical Screens 💰 Fundamental Screens 🔄 Swing Trading Setups 📐 Chart Patterns 📅 Earnings Calendar 📋 All USA Stocks