StepStone Group Inc. STEP R2KR3KFINANCIAL
Company Overview
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.
Why Investors Should Care
Revenue has grown at a 34.1% CAGR over the past five years.
Offers a dividend yield of 3.35%.
Generates positive free cash flow, funding growth and shareholder returns internally.
Recent Developments
- Mar 2026 Revenue of $1.99B (+69.7% YoY); net profit $-535.81M.
- Trailing 12 Months Year-on-year growth — revenue +55.8%.
- 5-Year Trend Long-term compounding — revenue CAGR 34.1%.
Growth & Price Performance
Compounded Sales Growth
| 5 Years: | 34.05% |
| 1 Year: | 55.80% |
Stock Price Performance
| 1 Year: | -13.59% |
| 6 Months: | +14.40% |
| 3 Months: | +16.31% |
| 1 Month: | +1.84% |
Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.
- Price vs 50-DMAAbove
- Price vs 200-DMABelow
- RSI (14)57.67 · Neutral
Auto-generated from price history and fundamentals; not investment advice.
Price Chart
Technical Trend
Computed from daily close history using EMA cross, slope, and RSI signals.
Note: intraday data is not stored locally. “Hourly” uses the most recent 10 daily candles as a short-term proxy.
Fundamental Growth Charts
No fundamental data available for this stock.
Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.
PROS
- Compounding revenue at 34.1% over 5 years.
- Attractive dividend yield of 3.35%.
- Generates positive free cash flow.
CONS
- Trading 31.1% below its 52-week high.
- In a downtrend (50-DMA below 200-DMA).
* The pros and cons are auto-generated from financial metrics.
Valuation
Growth (CAGR)
Profitability & Returns
Balance Sheet & Liquidity
Ownership
Financial Snapshot
Peer comparison
Peer companies in the same sector (Financial Services).
| # | Name | CMP $ | P/E | Mkt Cap | Div Yld % | ROCE % | ROE % | Rev CAGR 5Y % | Profit CAGR 5Y % |
|---|---|---|---|---|---|---|---|---|---|
| 1 | STEP StepStone Group Inc. R2KR3KFINANCIAL | 50.92 | -7.51 | $4.19B | 3.35% | - | -55.88% | 34.05% | - |
| 2 | JPM JPMorgan Chase & Co. SPXR3KFINANCIAL | 358.64 | 15.37 | $953.34B | 1.68% | - | 17.79% | 12.50% | 14.83% |
| 3 | BRK-B Berkshire Hathaway Inc. SPXFINANCIAL | 506.03 | 15.07 | $707.59B | 0.00% | - | 10.50% | 4.18% | 9.44% |
| 4 | V Visa Inc. SPXR3KFINANCIAL | 374.00 | 31.86 | $637.34B | 0.72% | 37.15% | 61.19% | 14.33% | 13.04% |
| 5 | MA Mastercard Incorporated SPXR3KFINANCIAL | 579.21 | 31.82 | $503.60B | 0.60% | 60.19% | - | 12.29% | 19.21% |
| 6 | BAC Bank of America Corporation SPXR3KFINANCIAL | 62.68 | 14.48 | $438.31B | 2.03% | - | 11.20% | 3.14% | 4.27% |
| 7 | BRK-A Berkshire Hathaway Inc. FINANCIAL | 759,350.00 | 15.07 | $384.00B | 0.00% | - | 10.50% | 7.60% | 10.02% |
| 8 | HSBC HSBC Holdings plc FINANCIAL | 107.11 | 15.30 | $367.34B | 3.62% | - | 13.10% | 9.75% | 12.72% |
| 9 | MS Morgan Stanley SPXR3KFINANCIAL | 217.72 | 17.59 | $342.26B | 2.15% | - | 17.97% | 3.76% | 9.66% |
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios
Quarterly Results
Figures in USD.
| Metric | Sep 2019 | Dec 2019 | Jun 2020 | Sep 2020 | Dec 2020 | Jun 2021 | Sep 2021 | Dec 2021 | Jun 2022 | Sep 2022 | Dec 2022 | Jun 2023 | Sep 2023 | Dec 2023 | Jun 2024 | Sep 2024 | Dec 2024 | Jun 2025 | Sep 2025 | Dec 2025 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 131.87M | 71.22M | -61.41M | 242.91M | 247.15M | 308.61M | 281.76M | 410.46M | -77.22M | -158.50M | -4.24M | 178.01M | 191.42M | -14.61M | 186.40M | 271.68M | 339.02M | 364.29M | 454.23M | 586.51M | 378.89M |
| Net Income | 0 | 0 | 0 | -790.00K | 25.58M | 41.65M | 62.07M | 48.35M | -11.04M | -29.22M | -6.94M | 21.27M | 26.23M | -20.23M | 13.33M | 17.63M | -192.01M | -38.42M | -366.14M | -123.45M | -115.82M |
| Diluted EPS | - | - | - | -0.03 | 0.87 | 1.06 | 1.45 | 0.83 | -0.18 | -0.48 | -0.11 | 0.34 | 0.42 | -0.32 | 0.20 | 0.26 | -2.61 | -0.49 | -4.66 | -1.55 | -1.41 |
Profit & Loss (Annual)
Figures in USD.
| Metric | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 256.27M | 446.61M | 787.72M | 1.37B | -67.57M | 711.63M | 1.17B | 1.99B |
| Net Income | 0 | 0 | 62.63M | 193.88M | -18.40M | 58.09M | -179.56M | -535.81M |
| Diluted EPS | - | - | 2.06 | 3.84 | -0.30 | 0.91 | -2.52 | -6.78 |
Balance Sheet (Annual)
Figures in USD.
| Metric | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 |
|---|---|---|---|---|---|---|---|---|
| Total Assets | - | 680.83M | 1.32B | 4.19B | 3.50B | 3.79B | 4.59B | 6.76B |
| Total Equity | - | - | 249.41M | 817.62M | 771.57M | 324.48M | 179.36M | -413.56M |
| Cash & Equivalents | 40.62M | 89.94M | 179.89M | 116.39M | - | - | - | - |
| Long Term Debt | - | 143.14M | 0 | 62.88M | 98.35M | 148.82M | 269.27M | - |
| Total Liabilities | - | 443.86M | 661.08M | 2.36B | 1.84B | 1.92B | 2.81B | 5.88B |
Cash Flows (Annual)
Figures in USD.
| Metric | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 |
|---|---|---|---|---|---|---|---|---|
| Operating Cash Flow | 51.45M | 65.93M | 149.30M | 214.28M | 151.18M | 161.52M | 64.93M | 66.48M |
| Investing Cash Flow | -61.89M | 35.81M | -11.17M | -210.24M | -30.81M | -47.35M | -43.48M | 732.88M |
| Financing Cash Flow | -55.52M | -52.17M | -45.31M | -70.44M | -108.02M | -57.98M | 87.48M | 37.44M |
| Capital Expenditure | -3.04M | -837.00K | -1.26M | -2.10M | -5.63M | -19.61M | -5.10M | -2.62M |
| Free Cash Flow | 48.41M | 65.09M | 148.04M | 212.18M | 145.56M | 141.91M | 59.83M | 63.86M |
| Share Buybacks | - | - | - | - | - | 0 | 0 | 8.71M |
Ratios (Annual)
Figures in %.
| Metric | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 |
|---|---|---|---|---|---|---|---|---|
| Gross Margin % | - | - | - | - | - | - | - | - |
| Operating Margin % | - | - | - | - | - | - | - | - |
| Net Margin % | 0.0% | 0.0% | 8.0% | 14.2% | 27.2% | 8.2% | -15.3% | -26.9% |
| ROE % | - | - | 25.1% | 23.7% | -2.4% | 17.9% | -100.1% | 129.6% |
| ROCE % | - | - | - | - | - | - | - | - |
Shareholding Pattern
Top Institutional Holders
| # | Holder | % Held | Shares | Value |
|---|---|---|---|---|
| 1 | Blackrock Inc. | 14.55% | 11.97M | $602.44M |
| 2 | Millennium Management Llc | 6.83% | 5.62M | $282.77M |
| 3 | Wellington Management Group, LLP | 6.31% | 5.19M | $261.16M |
| 4 | Price (T.Rowe) Associates Inc | 6.28% | 5.17M | $260.02M |
| 5 | Vanguard Portfolio Management LLC | 5.68% | 4.67M | $235.20M |
| 6 | Vanguard Capital Management LLC | 4.31% | 3.55M | $178.65M |
| 7 | State Street Corporation | 3.79% | 3.12M | $156.90M |
| 8 | Capital World Investors | 3.07% | 2.52M | $127.01M |
| 9 | Geode Capital Management, LLC | 2.45% | 2.02M | $101.46M |
| 10 | William Blair Investment Management, LLC | 2.35% | 1.93M | $97.12M |
Analyst View
Analyst aggregate. Targets and ratings update periodically; not investment advice.
Latest News
Recent headlines for STEP
Apple possessed the ultimate stock-market superpower under Tim Cook. Can its new CEO step up? - MarketWatch
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STEP — Frequently Asked Questions
What is the current share price of StepStone Group Inc. (STEP)?
As of 2026-09-07 16:24 PDT, StepStone Group Inc. (STEP) trades at $50.92 on NasdaqGS. Its 52-week range is $39.28 to $73.91.
What is the market capitalisation of STEP?
StepStone Group Inc. (STEP) has a market capitalisation of $4.19B on NasdaqGS.
What is the P/E ratio of STEP?
STEP trades at a trailing price-to-earnings (P/E) ratio of -7.51. The industry average P/E is 14.52. Its price-to-book (P/B) ratio is -9.06.
Does STEP pay a dividend?
StepStone Group Inc. (STEP) currently offers a dividend yield of 3.35%.
What is the return on equity (ROE) of STEP?
STEP has a return on equity (ROE) of -55.88%.
Is STEP a good stock to buy?
This page provides a data-driven analysis of StepStone Group Inc. (STEP), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.