STEP StepStone Group Inc. - Class A Common Stock

NASDAQ · Financial Services · View on SEC EDGAR ↗
$52.27
Price · May 20, 2026
Fundamentals as of Feb 5, 2026

STEP Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

Price
$52.27
Market Cap
P/E (TTM)
-20.7
EPS (TTM)
$-2.52
Revenue (TTM)
$1.17B
Div Yield
ROE
-71.3%
Debt/Equity
52W Range
$41 – $78

STEP Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

10-Year Performance Revenue, net income, margins and EPS trends

Revenue & Net Income $1.17B
7-point trend, +358.4%
2019-03-31 2025-03-31
EPS $-2.52
5-point trend, -222.3%
2021-03-31 2025-03-31
Free Cash Flow $60M
5-point trend, -59.6%
2021-03-31 2025-03-31
Margins -15.3%

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric
5Y trend
STEP
Peer Median
P/E (TTM)
5-point trend, -221.1%
-20.7
12.5

Profitability Gross, operating and net margins; ROE, ROA, ROIC

Metric
5Y trend
STEP
Peer Median
Net Profit Margin
5-point trend, -292.2%
-15.3%
31.1%
ROA
5-point trend, -168.5%
-4.3%
3.6%
ROE
5-point trend, -241.9%
-71.3%
8.6%

Financial Health Debt, liquidity, solvency — balance sheet strength

Metric
5Y trend
STEP
Peer Median

Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR

Metric
5Y trend
STEP
Peer Median
Revenue YoY
5-point trend, +49.1%
65.1%
Revenue CAGR 3Y
5-point trend, +49.1%
-4.9%

Per Share Metrics EPS, book value per share, cash flow per share, dividend per share

Metric
5Y trend
STEP
Peer Median
EPS (Diluted)
5-point trend, -222.3%
$-2.52

Capital Efficiency Asset turnover, inventory turnover, receivables turnover

Metric
5Y trend
STEP
Peer Median
Payout Ratio
5-point trend, -1391.7%
-42.2%

Dividends Yield, payout ratio, dividend history, 5Y CAGR

Dividend Yield
Payout Ratio
-42.2%
5Y Div CAGR
Ex-dateAmount
Feb. 27, 2026$0.2800
Nov. 28, 2025$0.2800
Aug. 29, 2025$0.2800
June 13, 2025$0.6400
Feb. 28, 2025$0.2400
Nov. 29, 2024$0.2400
Aug. 30, 2024$0.2400
June 14, 2024$0.3600
Feb. 28, 2024$0.2100
Nov. 29, 2023$0.2100
Aug. 30, 2023$0.2100
June 14, 2023$0.4500
Feb. 27, 2023$0.2000
Nov. 29, 2022$0.2000
Aug. 30, 2022$0.2000
June 14, 2022$0.2000
Feb. 25, 2022$0.1500
Nov. 29, 2021$0.1500
Aug. 30, 2021$0.0700
June 29, 2021$0.0700

STEP Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

BUY 14 analysts
  • Strong Buy 3 21.4%
  • Buy 9 64.3%
  • Hold 2 14.3%
  • Sell 0 0.0%
  • Strong Sell 0 0.0%

12-Month Price Target

8 analysts · 2026-05-15
Median target $66.50 +27.2%
Mean target $71.38 +36.6%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

Avg Surprise
0.07%
Period EPS Actual EPS Est Surprise
Dec. 31, 2025 $0.65 $0.60 0.05%
Sept. 30, 2025 $0.54 $0.49 0.05%
June 30, 2025 $0.40 $0.43 -0.03%
March 31, 2025 $0.68 $0.45 0.23%

Peer Comparison Key metrics vs sector peers

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
STEP -20.7 65.1% -15.3% -71.3%
ARCC 10.9
IVZ $11.66B -16.4 5.1% -2.7% -1.3%
SEIC $10.03B 14.6 8.1% 31.1% 29.9% 35.2%
GLXY 41.8% -0.40% -11.6%
AMG 12.7 1.6% 34.5% 21.8%
BXSL $6.11B 10.7 9.0%
OBDC $6.21B 10.0 8.3%
VCTR $4.05B 15.5 46.2% 25.3% 13.5%
OTF $6.75B 7.9 9.0%
XXI

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

Income Statement 14
Annual Income Statement data for STEP
Metric Trend 202520242023202220212020
Revenue 6-point trend, +163.1% $1.17B $712M $-68M $1.37B $788M $447M
SG&A Expense 6-point trend, +238.7% $177M $167M $147M $110M $48M $52M
Operating Expenses 6-point trend, +389.2% $1.44B $540M $-67M $913M $460M $295M
Interest Expense 5-point trend, -8.6% · $9M $4M $1M $7M $10M
Interest Income 6-point trend, +655.6% $11M $4M $2M $337.0K $413.0K $1M
Other Non-op 6-point trend, -2309.6% $-33M $2M $-1M $2M $220.0K $-1M
Pretax Income 6-point trend, -249.3% $-222M $195M $-41M $513M $338M $149M
Income Tax 6-point trend, -1344.2% $-49M $28M $4M $28M $23M $4M
Net Income 6-point trend, -179563000.00 $-180M $58M $-18M $194M $63M $0
EPS (Basic) 5-point trend, -219.4% $-2.52 $0.91 $-0.30 $3.89 $2.11 ·
EPS (Diluted) 5-point trend, -222.3% $-2.52 $0.91 $-0.30 $3.84 $2.06 ·
Shares (Basic) 5-point trend, +139.9% 71,142,916 63,489,135 61,884,671 49,833,760 29,657,805 ·
Shares (Diluted) 5-point trend, +113.8% 71,142,916 66,544,038 61,884,671 53,600,250 33,274,804 ·
EBITDA 5-point trend, +727.8% $45M $48M $47M $27M $5M ·
Balance Sheet 14
Annual Balance Sheet data for STEP
Metric Trend 202520242023202220212020
Cash & Equivalents 3-point trend, +29.4% · · · $116M $180M $90M
PP&E (Net) 6-point trend, +172.0% $30M $30M $16M $13M $10M $11M
PP&E (Gross) 6-point trend, +145.2% $43M $39M $29M $22M $19M $18M
Accum. Depreciation 6-point trend, +101.3% $13M $10M $13M $9M $9M $7M
Goodwill 6-point trend, +8447.4% $581M $581M $581M $581M $7M $7M
Intangibles 6-point trend, +2888.4% $264M $305M $355M $398M $5M $9M
Total Assets 6-point trend, +573.7% $4.59B $3.79B $3.50B $4.19B $1.32B $681M
Total Liabilities 6-point trend, +533.6% $2.81B $1.92B $1.84B $2.36B $661M $444M
Long-term Debt 6-point trend, +88.1% $269M $149M $98M $63M $0 $143M
Paid-in Capital 5-point trend, +123.1% $421M $310M $611M $587M $189M ·
Retained Earnings 6-point trend, -242546000.00 $-243M $14M $160M $230M $60M $0
AOCI 6-point trend, +309.0% $728.0K $304.0K $461.0K $658.0K $155.0K $178.0K
Stockholders' Equity 5-point trend, -28.1% $179M $324M $772M $818M $249M ·
Liabilities + Equity 6-point trend, +573.7% $4.59B $3.79B $3.50B $4.19B $1.32B $681M
Cash Flow 16
Annual Cash Flow data for STEP
Metric Trend 202520242023202220212020
D&A 6-point trend, +542.7% $45M $48M $47M $27M $5M $7M
Stock-based Comp 6-point trend, +33849.5% $650M $39M $25M $14M $8M $2M
Deferred Tax 6-point trend, -43949.1% $-75M $9M $-12M $6M $16M $-171.0K
Amort. of Intangibles 6-point trend, +720.0% $41M $42M $44M $24M $3M $5M
Other Non-cash 5-point trend, -754.0% $-376M $7M $110M $-26M $57M ·
Operating Cash Flow 6-point trend, -1.5% $65M $162M $151M $214M $149M $66M
CapEx 6-point trend, +509.3% $5M $20M $6M $2M $1M $837.0K
Investing Cash Flow 6-point trend, -221.4% $-43M $-47M $-31M $-210M $-11M $36M
Net Debt Issued · · · · $-147M ·
Stock Issued 3-point trend, +2521000.00 $3M $0 $0 · · ·
Net Stock Activity $3M · · · · ·
Dividends Paid 6-point trend, +75840000.00 $76M $68M $50M $24M $2M $0
Financing Cash Flow 6-point trend, +267.7% $87M $-58M $-108M $-70M $-45M $-52M
Net Change in Cash 6-point trend, +118.0% $107M $53M $12M $-66M $94M $49M
Free Cash Flow 5-point trend, -59.6% $60M $142M $146M $212M $148M ·
Levered FCF 4-point trend, -5.2% · $134M $141M $211M $141M ·
Profitability 5
Annual Profitability data for STEP
Metric Trend 202520242023202220212020
Net Margin 5-point trend, -292.2% -15.3% 8.2% 27.2% 14.2% 8.0% ·
Pretax Margin 5-point trend, -144.1% -18.9% 27.5% 61.4% 37.5% 42.9% ·
EBITDA Margin 5-point trend, +452.9% 3.9% 6.7% -70.2% 2.0% 0.70% ·
ROA 5-point trend, -168.5% -4.3% 1.6% -0.48% 7.0% 6.3% ·
ROE 5-point trend, -241.9% -71.3% 10.6% -2.3% 36.3% 50.2% ·
Efficiency 1
Annual Efficiency data for STEP
Metric Trend 202520242023202220212020
Asset Turnover 5-point trend, -64.4% 0.3 0.2 -0.0 0.5 0.8 ·
Per Share 5
Annual Per Share data for STEP
Metric Trend 202520242023202220212020
Revenue / Share 5-point trend, -30.2% $16.51 $10.69 $-1.09 $25.48 $23.67 ·
Cash Flow / Share 5-point trend, -79.7% $0.91 $2.43 $2.44 $4.00 $4.49 ·
Dividend / Share 5-point trend, +1442.9% $1 $1 $1 $0 $0 ·
Dividend Paid / Share 5-point trend, +1442.9% $1 $1 $1 $0 $0 ·
EPS (TTM) 5-point trend, -222.3% $-2.52 $0.91 $-0.30 $3.84 $2.06 ·
Growth Rates 6
Annual Growth Rates data for STEP
Metric Trend 202520242023202220212020
Revenue YoY 2-point trend, -11.3% 65.1% · · 73.4% · ·
Revenue CAGR 3Y 2-point trend, -46.8% -4.9% -3.3% · · · ·
EPS YoY · · · 86.4% · ·
EPS CAGR 3Y · -23.8% · · · ·
Net Income YoY · · · 209.5% · ·
Net Income CAGR 3Y · -2.5% · · · ·
Valuation (TTM) 6
Annual Valuation (TTM) data for STEP
Metric Trend 202520242023202220212020
Revenue TTM 5-point trend, +49.1% $1.17B $712M $-68M $1.37B $788M ·
Net Income TTM 5-point trend, -386.7% $-180M $58M $-18M $194M $63M ·
P/E 5-point trend, -221.1% -20.7 39.3 -80.9 8.6 17.1 ·
Earnings Yield 5-point trend, -182.5% -4.8% 2.5% -1.2% 11.6% 5.8% ·
Payout Ratio 5-point trend, -1391.7% -42.2% 117.9% -271.6% 12.3% 3.3% ·
Annual Payout 5-point trend, +3604.9% $76M $68M $50M $24M $2M ·

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

Income Statement
2025-03-312024-03-312023-03-312022-03-312021-03-31
Revenue $1.17B$712M$-68M$1.37B$788M
Net Income $-180M$58M$-18M$194M$63M
Diluted EPS $-2.52$0.91$-0.30$3.84$2.06
Cash Flow
2025-03-312024-03-312023-03-312022-03-312021-03-31
Free Cash Flow $60M$142M$146M$212M$148M

Latest News Recent headlines mentioning this company

My Metrics Your personal watchlist — selected rows from Full Fundamentals

📊

Pick the metrics that matter to you — click the ➕ next to any row in Full Fundamentals above.

Your selection is saved and follows you across all tickers.