STEP
StepStone Group Inc.
Financial Services · Asset Management · NMS
$52.30
Close 2026-05-28
✗ ETHICAL FAIL

UNKNOWN MOAT
HIGH
Data Confidence: 86%
Full financial profile available
Market Cap
$6.6B
Trailing P/E
Forward P/E
15.78
Rev Growth
+55.8%
Profit Margin
-26.9%
ROE
-55.9%
Analyst Target
$70.00
Recommendation
STRONG BUY
About StepStone Group Inc.

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.

Ethical Screen
Business ActivityFAIL
Debt RatioN/A
Cash RatioN/A
Receivables RatioN/A
Revenue RatioN/A
OverallFAIL
Score Ethical: 50.0
Score Valuation: 61.0
Score Quality: 33.8
Score Combined: 41.7

Full Analysis

Opportunity scores, earnings history, insider transactions, institutional holders, analyst consensus, and more.

Unlock with Membership
Opportunity Scores
Valuation85.0
Quality25.0
Cash Flow50.0
Moat40.0
Balance Sheet0.0
Debt Purity50.0
Liquid Purity50.0
Rev Purity50.0
Compliance100.0
Tier: BRONZE · Score: 43.3 · Rank: #3747
Insider Transactions
No insider transaction data.
Top Institutional Holders
No institutional holder data.
Additional Fundamentals
Enterprise Value
$5.5B
Price/Book
-10.60
Beta
1.330
Analysts
8
Total Revenue (TTM)
$2.0B
Total Debt
$1.3B
Dividend Yield
319.0%
Rec. Mean
1.50
Short Ratio
5.66
Short % Float
0.1%

Elite Intelligence

Trade Consideration with position sizing, convergence signals, and risk analysis. Available to Elite members.

Upgrade to Elite
Trade Consideration
The Opportunity
Score 41.7 (P49 — top 51.4% of scored tickers). Unknown Moat. Ethical FAIL. 8 analysts at Strong Buy.
Price: $52.30 | Target: $72.50 (+39%)
Score
42
Moat
Unknown
Conviction
Standard
Upside
+39%
The Fundamentals
Revenue Growth+55.8%
Profit Margin-26.9%
ROE-55.9%
Forward P/E15.8
Market Cap$6.6B
Position Sizing Scenarios
Stop: $44.45 (-15%) | Entry: $52.30
SharesCostProfit to TargetR:R
To Consensus ($72.50, 8 analysts)
10$523.00+$202.00 (39%)2.6R
50$2,615.00+$1,010.00 (39%)2.6R
100$5,230.00+$2,020.00 (39%)2.6R
Risk Factors
  • Elevated short interest (5.66 days to cover)
The Verdict
StepStone Group Inc. holds a unknown competitive moat and is growing revenue at +55.8%.
Quantitative Grade

A single score combining all analytical layers below. A is strongest, D is weakest.

C
Quant Score
43.5
Risk Grade
LOW_RISK
Layers
7
Risk Profile

How much could this ticker lose on a bad day? These metrics measure worst-case scenarios from historical data.

VaR 95%
-4.3%
worst expected daily loss, 19 in 20 days
CVaR 95%
-6.7%
avg loss on the worst 5% of days
Annual Volatility
Sortino Ratio
0.29
above 1.0 is good
Max Drawdown
-43.1%
Worst Day
Forward Outlook

Based on 10,000 simulated price paths, here is the probability of where this ticker could be in 30, 60, and 90 days.

30d Prob Up
90d Prob Up
Median Return 30d
Liquidity Score
75
Liquidity Grade
LIQUID
Trend & Momentum

What direction is this ticker actually moving, filtered through noise? Is it speeding up or slowing down?

Kalman Trend
Trend Strength
Momentum Signal
HMM Regime
RSI Signal
Technical Signals

Classic chart signals that institutional traders monitor. Golden Cross is bullish, Death Cross is bearish.

MA Crossover
BELOW_200
Bollinger Position
BELOW_LOWER
Beta
Relative Volume
1.4x
Short Interest
Financial Health

Is this company financially sound? The Z-Score measures bankruptcy risk. The F-Score measures fundamental strength.

Altman Z-Score
below 1.81 = distress zone
Piotroski F-Score
Earnings Beat Rate
Earnings Consistency
Correlations

These tickers tend to move together (positive) or in opposite directions (negative). Useful for portfolio diversification.

Most Correlated
TickerCorrelation
KKR0.783
HLNE0.763
ARES0.753
BX0.733
APO0.725
Inverse Correlated
TickerCorrelation
SUKOON.AE-0.232
AWK-0.197
ULVR.L-0.191
BAES.L-0.184
2269.T-0.177
Seasonality

Does this ticker have consistent patterns on certain days or months? Historical tendencies, not guarantees.

Best Day
Wednesday
Worst Day
Thursday
Best Month
Jan
Worst Month
Feb
Fri-Mon Effect
-0.271882700954523
Momentum Rankings

How does this ticker's recent performance compare to the entire universe? Ranked across 1, 3, 6, and 12-month returns.

1M Return
-3.2%
3M Return
+7.3%
6M Return
-17.7%
12M Return
-13.3%
Momentum Rank
#3262
Momentum Signal
FLAT

Get our daily market read free. Join thousands of traders.

Free Explorer Access