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StepStone Group Inc. (STEP) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

StepStone Group Inc.

STEPMarket cap $3.72BPrice $45.2

Country🇺🇸United States

SectorFinancials

IndustryCapital Markets

StepStone builds and manages private markets portfolios for institutions and wealthy investors across private equity, real estate, infrastructure, and credit. It oversees hundreds of billions in capital, giving clients access to deals that individual investors almost never see.

In Bastion Portfolios?

52W Return-26%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)-409%–

Revenue Forecast

Rev CAGR (1y)-17%1

Rev CAGR (3y)+2%2

Rev CAGR (5y)+3%3

Earnings Forecast

EPS Growth Y+10%5

EPS Growth Y+2+61%10

EPS Growth Y+3+34%9

Quality

Margins

EBIT Margin-58%1

Net Income Margin-31%1

Free Cash Flow Margin-22%2

Debt

Net Debt/EBITDAna–

Efficiency

ROE-797%1

ROA-14%1

Earnings Stability22

GEAR+VERY WEAK4

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)118

P/E Ratio (Forward 3y)610

P/BVna–

EV Multiples

EV/EBITDA Fwd68

EV/EBIT Fwd58

Yield

Free Cash Flow Yieldna–

Dividend Yield2.9%7

Momentum

Short term

1 month return-11%2

3 month return+6%8

YTD return-27%2

Mid term

Price vs 52wHigh60%2

1 year return-28%2

Long term

3 year return+61%6

5 year return+27%5

Risk Shield

Price Risk

Beta1.71

Volatility49%3

Free Cash Flow

Free Cash Flow Margin-22%2

Free Cash Flow Yieldna–

Quality

ROCE-43%1

Earnings Stability22

Net Debt/EBITDAna–

02Growth

Is it actually growing, and how fast?

STEPStepStone Group

Revenue FY26$2.0B

GROWTH RATING↗

VERY WEAK13 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR-409%–

Revenue, next 1Y-17%1

Revenue, next 3Y, CAGR+2%2

Revenue, next 5Y, CAGR+3%3

EARNINGS FORECAST▾SCORE

EPS growth, FY27E0%5

EPS growth, FY28E+61%10

EPS growth, FY29E+34%9

GROWTH ASSESSMENT

STRENGTHS

None flagged.

WATCH

After shrinking over the last 3 years, revenue is set to grow 2%/yr from here.

WEAKNESSES

Growth is the weak spot here, trailing 87% of companies worldwide.

Revenue is set to grow 2%/yr over the next 3 years, behind most of the market.2/10

Over five years revenue is set to grow 3%/yr, behind 70% of companies worldwide.3/10

The company is loss-making, so its revenue growth is not backed by profit yet.

BOTTOM LINE

Stalled Business

Growth is a weak point here: a business that's turning around. The one thing to watch: the company is not profitable yet.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

WEAK28 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-11%2

3-month return+6%8

YTD return-27%2

MID & LONG-TERM▾SCORE

% of 52-week high60%2

1-year return-28%2

3-year return+61%6

5-year return+27%5

MOMENTUM ASSESSMENT

STRENGTHS

Strong recent results. The stock is outperforming over three months (+6%).

WATCH

Average long-term results. Multi-year returns are middling (+61% over three years and +27% over five), roughly average for the market.

WEAKNESSES

It's down 28% over the past year, now 40% below its 52-week high. That is lagging the market.

The stock is underperforming over the past month (-11%) and so far this year (-27%).

BOTTOM LINE

Weak Tape

Returns across short and long horizons rank poorly versus the market. Momentum offers no support here; the case has to come from other factors. The one thing to watch: the one-year trend is weak.

04Value

Are you paying a fair price for it?

Stop guessing on StepStone Group Inc.. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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02Growth

Is it actually growing, and how fast?

STEPStepStone Group

Revenue FY26$2.0B

GROWTH RATING↗

VERY WEAK13 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR-409%–

Revenue, next 1Y-17%1

Revenue, next 3Y, CAGR+2%2

Revenue, next 5Y, CAGR+3%3

EARNINGS FORECAST▾SCORE

EPS growth, FY27E0%5

EPS growth, FY28E+61%10

EPS growth, FY29E+34%9

GROWTH ASSESSMENT

STRENGTHS

None flagged.

WATCH

After shrinking over the last 3 years, revenue is set to grow 2%/yr from here.

WEAKNESSES

Growth is the weak spot here, trailing 87% of companies worldwide.

Revenue is set to grow 2%/yr over the next 3 years, behind most of the market.2/10

Over five years revenue is set to grow 3%/yr, behind 70% of companies worldwide.3/10

The company is loss-making, so its revenue growth is not backed by profit yet.

BOTTOM LINE

Stalled Business

Growth is a weak point here: a business that's turning around. The one thing to watch: the company is not profitable yet.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

WEAK28 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-11%2

3-month return+6%8

YTD return-27%2

MID & LONG-TERM▾SCORE

% of 52-week high60%2

1-year return-28%2

3-year return+61%6

5-year return+27%5

MOMENTUM ASSESSMENT

STRENGTHS

Strong recent results. The stock is outperforming over three months (+6%).

WATCH

Average long-term results. Multi-year returns are middling (+61% over three years and +27% over five), roughly average for the market.

WEAKNESSES

It's down 28% over the past year, now 40% below its 52-week high. That is lagging the market.

The stock is underperforming over the past month (-11%) and so far this year (-27%).

BOTTOM LINE

Weak Tape

Returns across short and long horizons rank poorly versus the market. Momentum offers no support here; the case has to come from other factors. The one thing to watch: the one-year trend is weak.

04Value

Are you paying a fair price for it?

Stop guessing on StepStone Group Inc.. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community