Inside the research
StepStone Group Inc.
STEP Research profile · latest available data
Price overview
$44.36
▲ +0.81 (+1.9%)
| 52w hi | $73.91 |
|---|---|
| 52w lo | $39.28 |
| Vol | 848.90K |
| As of | 25 Sep 2026 |
The Verdict
Our score -0.28
| Short | +0.02 |
|---|---|
| Medium | -0.32 |
| Long | -0.81 |
computed 2026-09-27
Key fundamentals
StepStone Group Inc.
Financial Services · Asset Management
| Market cap | $5.73B |
|---|---|
| Enterprise value | $6.29B |
| Forward P/E | 13.02x |
| EV / EBITDA | -5.60x |
| P / S (ttm) | 2.85x |
| Profit margin | -30.5% |
| Return on equity | -61.4% |
| Revenue growth | +4.0% |
| Debt / equity | 126.49 |
Layer Breakdown
| Layer | Raw | Contribution |
|---|---|---|
| Fundamental | -0.11 | |
| Sector | +0.02 | |
| Technical | -0.07 | |
| Earnings | +0.00 | |
| Sentiment | +0.00 |
macro × 1.00 · 2026-09-27
Business 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.
Risk Metrics
| Beta vs SPX | 1.74 |
|---|---|
| Corr SPX | 0.60 |
| Annual vol | 46.7% |
| Annual ret | -0.9% |
| Sharpe | -0.02 |
| Max DD | -48.2% |
Window: 504 trading days (504 obs)
Material Events
| Date | Event | 8-K |
|---|---|---|
| 2026-08-06 | Earnings Release, Exhibits | read |
| 2026-06-01 | Securities Issuance, Other Material Event | read |
| 2026-05-20 | Earnings Release, Exhibits | read |
| 2026-02-05 | Earnings Release, Exhibits | read |
| 2025-11-06 | Earnings Release, Exhibits | read |
| 2025-09-19 | 3.03, Bylaws Amendment… | read |
| 2025-09-11 | 3.03, Bylaws Amendment… | read |
| 2025-08-07 | Earnings Release, Exhibits | read |
| 2025-05-30 | Securities Issuance, Other Material Event | read |
| 2025-05-22 | Earnings Release, Exhibits | read |
| 2025-02-06 | Earnings Release, Exhibits | read |
| 2024-11-07 | Earnings Release, Exhibits | read |
Insider Trades
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| 2026-06-11 | McCabe Michael I | Head of Strategy | Buy | 96.89K | $4.04M |
| 2026-06-11 | McCabe Michael I | Head of Strategy | Buy | 23.11K | $980.92K |
| 2026-06-03 | Fernandez Jose A | Co-Chief Operating Office | Sell | 2.29K | $97.65K |
| 2026-06-02 | Fernandez Jose A | Co-Chief Operating Office | Sell | 85.20K | $3.95M |
| 2026-06-02 | Fernandez Jose A | Co-Chief Operating Office | Sell | 14.80K | $700.48K |
| 2026-06-01 | Fernandez Jose A | Co-Chief Operating Office | Sell | 56.18K | $2.73M |
| 2026-06-01 | Fernandez Jose A | Co-Chief Operating Office | Sell | 12.12K | $603.18K |
| 2026-06-01 | Fernandez Jose A | Co-Chief Operating Office | Sell | 3.38K | $171.15K |
| 2026-06-01 | Fernandez Jose A | Co-Chief Operating Office | Sell | 28.32K | $1.36M |
| 2026-03-31 | Park David Y | Chief Financial Officer | Grant | 64 | — |
Flow & Concentration
| Insider 180d net | -$4.59M |
|---|---|
| Insider buys / sells | 2 / 7 |
| Insider bias | Sellers |
| 13F holders | 8 |
| Top-5 share | 98.0% |
| HHI | 4,214 (concentrated) |
Top Holders
| Holder | Value | Shares |
|---|---|---|
| Millennium Management | $232.89M | 5.63M |
| State Street Corp | $128.96M | 3.12M |
| Capital Research / Capital World | $20.73M | 501.32K |
| Citadel Advisors | $12.47M | 301.49K |
| Renaissance Technologies | $8.82M | 213.30K |
| Fidelity / FMR LLC | $5.03M | 121.63K |
| AQR Capital Management | $2.93M | 70.93K |
| T. Rowe Price Group | $213.72K | 5.17M |
As of 2026-06-30
Dividends
| Yield (TTM) | 1.26% |
|---|---|
| $ / share (TTM) | $0.56 |
| 5y CAGR | — |
Annual dividend per share
| 2021 | $0.36 |
|---|---|
| 2022 | $0.75 |
| 2023 | $1.07 |
| 2024 | $1.05 |
| 2025 | $1.44 |
| 2026 | $0.28 |
SEC Filings
The Long Run
FY 2021–2025 · 5 years
| Line | Latest | CAGR | Trend |
|---|---|---|---|
| Revenue | -$67.57M | +20.1% | |
| Net income | -$179.56M | -3.7% | |
| Cash from ops | $64.93M | -0.4% |
Indices
Recent Sessions
| Date | Open | High | Low | Close | Vol |
|---|---|---|---|---|---|
| Sep 25 | $44.02 | $44.78 | $43.73 | $44.36 | 848.90K |
| Sep 24 | $44.71 | $45.49 | $43.17 | $43.55 | 790.00K |
| Sep 23 | $45.97 | $46.44 | $44.95 | $45.03 | 868.90K |
| Sep 22 | $48.24 | $48.47 | $45.74 | $46.57 | 794.90K |
| Sep 21 | $47.21 | $47.84 | $46.22 | $47.45 | 1.08M |
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