STEPSTONE GROUP INC-CLASS A (STEP) Stock Fundamental Analysis

NASDAQ:STEP • US85914M1071

45.75 USD
+1.81 (+4.12%)
At close: Feb 24, 2026
45.75 USD
0 (0%)
After Hours: 2/24/2026, 8:00:00 PM
Overview Stock Chart Technical Analysis Fundamental Analysis Analyst Ratings Earnings Estimates Financials Ownership News
Fundamental Rating

3

STEP gets a fundamental rating of 3 out of 10. The analysis compared the fundamentals against 238 industry peers in the Capital Markets industry. STEP has a bad profitability rating. Also its financial health evaluation is rather negative. STEP is valued quite expensive, but it does show an excellent growth.


Dividend Valuation Growth Profitability Health

3

1. Profitability

1.1 Basic Checks

  • STEP had positive earnings in the past year.
  • In the past year STEP had a positive cash flow from operations.
  • In multiple years STEP reported negative net income over the last 5 years.
  • In the past 5 years STEP always reported a positive cash flow from operatings.
STEP Yearly Net Income VS EBIT VS OCF VS FCFSTEP Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 200M -200M 400M

1.2 Ratios

  • With a Return On Assets value of -10.43%, STEP is not doing good in the industry: 83.61% of the companies in the same industry are doing better.
Industry RankSector Rank
ROA -10.43%
ROE N/A
ROIC N/A
ROA(3y)-0.97%
ROA(5y)1.29%
ROE(3y)-28.2%
ROE(5y)-7.16%
ROIC(3y)N/A
ROIC(5y)N/A
STEP Yearly ROA, ROE, ROICSTEP Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 50 -50 -100

1.3 Margins

  • Looking at the Gross Margin, with a value of 75.74%, STEP belongs to the top of the industry, outperforming 83.19% of the companies in the same industry.
  • STEP's Gross Margin has improved in the last couple of years.
  • STEP does not have Profit Margin and Operating Margin available, so we won't be analyzing them here.
Industry RankSector Rank
OM N/A
PM (TTM) N/A
GM 75.74%
OM growth 3YN/A
OM growth 5YN/A
PM growth 3YN/A
PM growth 5YN/A
GM growth 3Y5.98%
GM growth 5Y2.12%
STEP Yearly Profit, Operating, Gross MarginsSTEP Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 50 100 150 200

More info and screens

ROAROEROICOperating and Profit MarginShow most profitable peers

0

2. Health

2.1 Basic Checks

  • The number of shares outstanding for STEP has been increased compared to 1 year ago.
  • The number of shares outstanding for STEP has been increased compared to 5 years ago.
  • The debt/assets ratio for STEP is higher compared to a year ago.
STEP Yearly Shares OutstandingSTEP Yearly Shares OutstandingYearly Shares Outstanding 2018 2019 2020 2021 2022 2023 2024 2025 20M 40M 60M
STEP Yearly Total Debt VS Total AssetsSTEP Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2018 2019 2020 2021 2022 2023 2024 2025 1B 2B 3B 4B

2.2 Solvency

  • STEP has an Altman-Z score of -0.22. This is a bad value and indicates that STEP is not financially healthy and even has some risk of bankruptcy.
  • The Altman-Z score of STEP (-0.22) is worse than 80.25% of its industry peers.
  • STEP has a debt to FCF ratio of 14.50. This is a negative value and a sign of low solvency as STEP would need 14.50 years to pay back of all of its debts.
  • STEP's Debt to FCF ratio of 14.50 is in line compared to the rest of the industry. STEP outperforms 59.66% of its industry peers.
Industry RankSector Rank
Debt/Equity N/A
Debt/FCF 14.5
Altman-Z -0.22
ROIC/WACCN/A
WACCN/A
STEP Yearly LT Debt VS Equity VS FCFSTEP Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2017 2018 2019 2020 2021 2022 2023 2024 2025 200M 400M 600M 800M

2.3 Liquidity

  • A Current Ratio of 0.75 indicates that STEP may have some problems paying its short term obligations.
  • The Current ratio of STEP (0.75) is worse than 63.45% of its industry peers.
  • STEP has a Quick Ratio of 0.75. This is a bad value and indicates that STEP is not financially healthy enough and could expect problems in meeting its short term obligations.
  • Looking at the Quick ratio, with a value of 0.75, STEP is doing worse than 63.03% of the companies in the same industry.
Industry RankSector Rank
Current Ratio 0.75
Quick Ratio 0.75
STEP Yearly Current Assets VS Current LiabilitesSTEP Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2018 2019 2020 2021 2022 2023 2024 2025 500M 1B 1.5B 2B 2.5B

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WACCDebt/EquityHow to determine the health of a companyAltman-Z scoreShow peers with great health

9

3. Growth

3.1 Past

  • The Earnings Per Share has grown by an impressive 33.53% over the past year.
  • STEP shows quite a strong growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 8.39% yearly.
  • Looking at the last year, STEP shows a very strong growth in Revenue. The Revenue has grown by 54.45%.
  • The Revenue has been growing by 21.29% on average over the past years. This is a very strong growth!
EPS 1Y (TTM)33.53%
EPS 3Y8.39%
EPS 5YN/A
EPS Q2Q%47.73%
Revenue 1Y (TTM)54.45%
Revenue growth 3Y-4.87%
Revenue growth 5Y21.29%
Sales Q2Q%112.26%

3.2 Future

  • Based on estimates for the next years, STEP will show a quite strong growth in Earnings Per Share. The EPS will grow by 17.97% on average per year.
  • STEP is expected to show a strong growth in Revenue. In the coming years, the Revenue will grow by 24.06% yearly.
EPS Next Y5.69%
EPS Next 2Y17.39%
EPS Next 3Y17.97%
EPS Next 5YN/A
Revenue Next Year20.17%
Revenue Next 2Y26.11%
Revenue Next 3Y24.06%
Revenue Next 5YN/A

3.3 Evolution

  • When comparing the EPS growth rate of the last years to the growth rate of the upcoming years, we see that the growth is accelerating.
  • The Revenue growth rate is stable: in the next years the growth will be about the same than in the last years.
STEP Yearly Revenue VS EstimatesSTEP Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 0 500M 1B 1.5B
STEP Yearly EPS VS EstimatesSTEP Yearly EPS VS EstimatesYearly EPS VS Estimates 2021 2022 2023 2024 2025 2026 2027 2028 1 2 3

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Find the best growth stocksShow best growing peers

2

4. Valuation

4.1 Price/Earnings Ratio

  • The Price/Earnings ratio is 20.15, which indicates a rather expensive current valuation of STEP.
  • STEP's Price/Earnings ratio is a bit more expensive when compared to the industry. STEP is more expensive than 60.08% of the companies in the same industry.
  • The average S&P500 Price/Earnings ratio is at 26.98. STEP is valued slightly cheaper when compared to this.
  • STEP is valuated correctly with a Price/Forward Earnings ratio of 16.20.
  • The rest of the industry has a similar Price/Forward Earnings ratio as STEP.
  • Compared to an average S&P500 Price/Forward Earnings ratio of 28.01, STEP is valued a bit cheaper.
Industry RankSector Rank
PE 20.15
Fwd PE 16.2
STEP Price Earnings VS Forward Price EarningsSTEP Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 10 20 30 40

4.2 Price Multiples

  • STEP's Price/Free Cash Flow ratio is in line with the industry average.
Industry RankSector Rank
P/FCF 292.55
EV/EBITDA N/A
STEP Per share dataSTEP EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 0 5 -5 10 -10 15

4.3 Compensation for Growth

  • The high PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates an expensive valuation of the company.
  • STEP's earnings are expected to grow with 17.97% in the coming years. This may justify a more expensive valuation.
PEG (NY)3.54
PEG (5Y)N/A
EPS Next 2Y17.39%
EPS Next 3Y17.97%

More info and screens

Price/EarningsPrice/FCFFCF per shareEV/EBITDAPEG RATIOShow best valued peers

2

5. Dividend

5.1 Amount

  • STEP has a Yearly Dividend Yield of 2.08%.
  • The stock price of STEP dropped by -27.56% in the last 3 months. With lower prices the dividend yield is higher, but it may be a sign investors do not trust the long term dividend.
  • Compared to an average industry Dividend Yield of 6.17, STEP has a dividend in line with its industry peers.
  • Compared to an average S&P500 Dividend Yield of 1.81, STEP has a dividend comparable with the average S&P500 company.
Industry RankSector Rank
Dividend Yield 2.08%

5.2 History

  • STEP has been paying a dividend for over 5 years, so it has already some track record.
Dividend Growth(5Y)N/A
Div Incr Years0
Div Non Decr Years0
STEP Yearly Dividends per shareSTEP Yearly Dividends per shareYearly Dividends per share 2021 2022 2023 2024 2025 2026 0.5 1

5.3 Sustainability

  • The earnings of STEP are negative and hence is the payout ratio. STEP will probably not be able to sustain this dividend level.
DP-20.62%
EPS Next 2Y17.39%
EPS Next 3Y17.97%
STEP Yearly Income VS Free CF VS DividendSTEP Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 100M -100M 200M

More info and screens

Find the best dividend stocksShow peers with best dividend

STEPSTONE GROUP INC-CLASS A

NASDAQ:STEP (2/24/2026, 8:00:00 PM)

After market: 45.75 0 (0%)

45.75

+1.81 (+4.12%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)02-05
Earnings (Next)05-20
Inst Owners95.29%
Inst Owner Change5.95%
Ins Owners10.44%
Ins Owner Change-4.83%
Market Cap5.45B
Revenue(TTM)1.79B
Net Income(TTM)-546.52M
Analysts78.57
Price Target81.89 (78.99%)
Short Float %2.8%
Short Ratio2.48
Dividend
Industry RankSector Rank
Dividend Yield 2.08%
Yearly Dividend1.07
Dividend Growth(5Y)N/A
DP-20.62%
Div Incr Years0
Div Non Decr Years0
Ex-Date02-27
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)8.47%
Min EPS beat(2)7.83%
Max EPS beat(2)9.12%
EPS beat(4)3
Avg EPS beat(4)14.77%
Min EPS beat(4)-8.03%
Max EPS beat(4)50.15%
EPS beat(8)5
Avg EPS beat(8)12.32%
EPS beat(12)6
Avg EPS beat(12)8.88%
EPS beat(16)8
Avg EPS beat(16)7.87%
Revenue beat(2)2
Avg Revenue beat(2)10.31%
Min Revenue beat(2)0.56%
Max Revenue beat(2)20.07%
Revenue beat(4)3
Avg Revenue beat(4)15.4%
Min Revenue beat(4)-8.78%
Max Revenue beat(4)49.78%
Revenue beat(8)5
Avg Revenue beat(8)10.4%
Revenue beat(12)5
Avg Revenue beat(12)5.52%
Revenue beat(16)6
Avg Revenue beat(16)-17.14%
PT rev (1m)6.84%
PT rev (3m)8.49%
EPS NQ rev (1m)-0.99%
EPS NQ rev (3m)-1.63%
EPS NY rev (1m)2.37%
EPS NY rev (3m)10.12%
Revenue NQ rev (1m)0.4%
Revenue NQ rev (3m)1.52%
Revenue NY rev (1m)0%
Revenue NY rev (3m)2.32%
Valuation
Industry RankSector Rank
PE 20.15
Fwd PE 16.2
P/S 3.04
P/FCF 292.55
P/OCF 235.41
P/B N/A
P/tB N/A
EV/EBITDA N/A
EPS(TTM)2.27
EY4.96%
EPS(NY)2.82
Fwd EY6.17%
FCF(TTM)0.16
FCFY0.34%
OCF(TTM)0.19
OCFY0.42%
SpS15.03
BVpS-3.18
TBVpS-10.01
PEG (NY)3.54
PEG (5Y)N/A
Graham NumberN/A
Profitability
Industry RankSector Rank
ROA -10.43%
ROE N/A
ROCE N/A
ROIC N/A
ROICexc N/A
ROICexgc N/A
OM N/A
PM (TTM) N/A
GM 75.74%
FCFM 1.04%
ROA(3y)-0.97%
ROA(5y)1.29%
ROE(3y)-28.2%
ROE(5y)-7.16%
ROIC(3y)N/A
ROIC(5y)N/A
ROICexc(3y)N/A
ROICexc(5y)N/A
ROICexgc(3y)N/A
ROICexgc(5y)N/A
ROCE(3y)N/A
ROCE(5y)N/A
ROICexgc growth 3YN/A
ROICexgc growth 5YN/A
ROICexc growth 3YN/A
ROICexc growth 5YN/A
OM growth 3YN/A
OM growth 5YN/A
PM growth 3YN/A
PM growth 5YN/A
GM growth 3Y5.98%
GM growth 5Y2.12%
F-Score3
Asset Turnover0.34
Health
Industry RankSector Rank
Debt/Equity N/A
Debt/FCF 14.5
Debt/EBITDA N/A
Cap/Depr 9.9%
Cap/Sales 0.25%
Interest Coverage N/A
Cash Conversion N/A
Profit Quality N/A
Current Ratio 0.75
Quick Ratio 0.75
Altman-Z -0.22
F-Score3
WACCN/A
ROIC/WACCN/A
Cap/Depr(3y)21.41%
Cap/Depr(5y)19.13%
Cap/Sales(3y)4.06%
Cap/Sales(5y)2.5%
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)33.53%
EPS 3Y8.39%
EPS 5YN/A
EPS Q2Q%47.73%
EPS Next Y5.69%
EPS Next 2Y17.39%
EPS Next 3Y17.97%
EPS Next 5YN/A
Revenue 1Y (TTM)54.45%
Revenue growth 3Y-4.87%
Revenue growth 5Y21.29%
Sales Q2Q%112.26%
Revenue Next Year20.17%
Revenue Next 2Y26.11%
Revenue Next 3Y24.06%
Revenue Next 5YN/A
EBIT growth 1Y-460.39%
EBIT growth 3YN/A
EBIT growth 5YN/A
EBIT Next Year36.25%
EBIT Next 3Y23.7%
EBIT Next 5YN/A
FCF growth 1Y-85.9%
FCF growth 3Y-34.43%
FCF growth 5Y-1.67%
OCF growth 1Y-84.9%
OCF growth 3Y-32.84%
OCF growth 5Y-0.3%

STEPSTONE GROUP INC-CLASS A / STEP FAQ

Can you provide the ChartMill fundamental rating for STEPSTONE GROUP INC-CLASS A?

ChartMill assigns a fundamental rating of 3 / 10 to STEP.


What is the valuation status of STEPSTONE GROUP INC-CLASS A (STEP) stock?

ChartMill assigns a valuation rating of 2 / 10 to STEPSTONE GROUP INC-CLASS A (STEP). This can be considered as Overvalued.


Can you provide the profitability details for STEPSTONE GROUP INC-CLASS A?

STEPSTONE GROUP INC-CLASS A (STEP) has a profitability rating of 3 / 10.


What is the expected EPS growth for STEPSTONE GROUP INC-CLASS A (STEP) stock?

The Earnings per Share (EPS) of STEPSTONE GROUP INC-CLASS A (STEP) is expected to grow by 5.69% in the next year.


Can you provide the dividend sustainability for STEP stock?

The dividend rating of STEPSTONE GROUP INC-CLASS A (STEP) is 2 / 10 and the dividend payout ratio is -20.62%.