Stepstone Group Stock Market Outlook
| STEP Stock | USD 56.76 0.19 0.34% |
Slightly above 56% of all Stepstone's retail investors are looking to take a long position. The analysis of overall sentiment of trading Stepstone Group stock suggests that some investors are interested at this time. Stepstone's investing sentiment overview a quick insight into current market opportunities from investing in Stepstone Group. Many technical investors use Stepstone Group stock news signals to limit their universe of possible portfolio assets and to time the market correctly.
Comfort Level 56
Interested
Panic | Confidence |
Today, several news technology companies offer sentiment data to assist traders in manufacturing news sentiment indicators for investment decisions. We partner with these technology firms in helping retail investors build forecasting models that use Stepstone's input sentiment indicators derived from textual data and news published on major financial information outlets and social sites. These indicators can be used to analyze time-dependent numerical information representing public perception toward Stepstone Group.
News SentimentBullish | Hype SentimentBearish | Insider SentimentDisposing |
Given the investment horizon of 90 days and your above-average risk tolerance, our recommendation regarding Stepstone Group is 'Hold'. A buy or sell recommendation provided by Macroaxis is an automated analysis based on historical performance and your stated risk tolerance. It serves as guidance on whether to purchase or sell Stepstone Group within the specified time frame.
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Execute Stepstone Advice
The Stepstone recommendation should be used to complement the investment advice compiled from the current analysts' consensus on Stepstone Group. Macroaxis does not own or have any residual interests in Stepstone Group or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Stepstone's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Hold
Market Performance | Weakest | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Small | Details | |
Economic Sensitivity | Actively responds to the market | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Strong | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
For the selected time horizon Stepstone Group has a Risk Adjusted Performance of (0.02), Jensen Alpha of (0.22), Total Risk Alpha of (0.30) and Treynor Ratio of (0.06)Our recommendation module provides unbiased trade recommendation that can be used to complement current average analyst sentiment on Stepstone Group. Our recommendation engine provides an advice for the company potential to grow from the perspective of an investor's risk tolerance and investing horizon. To make sure Stepstone Group is not overpriced, please validate all Stepstone fundamentals, including its total debt, beta, and the relationship between the gross profit and short ratio . Given that Stepstone Group has a price to earning of 5.11 X, we advise you to double-check Stepstone Group market performance and probability of bankruptcy to ensure the company can sustain itself in the current economic cycle given your current risk tolerance and investing horizon.
Stepstone Trading Alerts and Improvement Suggestions
| Stepstone Group generated a negative expected return over the last 90 days | |
| Stepstone Group currently holds 382.79 M in liabilities with Debt to Equity (D/E) ratio of 0.08, which may suggest the company is not taking enough advantage from borrowing. Stepstone Group has a current ratio of 0.85, indicating that it has a negative working capital and may not be able to pay financial obligations when due. Note, when we think about Stepstone's use of debt, we should always consider it together with its cash and equity. | |
| The entity reported the previous year's revenue of 1.17 B. Net Loss for the year was (172.83 M) with loss before overhead, payroll, taxes, and interest of (826.9 M). | |
| Stepstone Group has a strong financial position based on the latest SEC filings | |
| Over 95.0% of Stepstone shares are owned by institutional investors | |
| Latest headline from globenewswire.com: StepStone Group partners with Utmost |
Stepstone Returns Distribution Density
The distribution of Stepstone's historical returns is an attempt to chart the uncertainty of Stepstone's future price movements. The chart of the probability distribution of Stepstone daily returns describes the distribution of returns around its average expected value. We use Stepstone Group price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Stepstone returns is essential to provide solid investment analysis for Stepstone.
| Mean Return | -0.1 | Value At Risk | -4.55 | Potential Upside | 3.61 | Standard Deviation | 2.57 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Stepstone historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Stepstone Stock Institutional Investors
The Stepstone's institutional investors refer to entities that pool money to purchase Stepstone's securities or originate loans. These institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds.
| Shares | Geode Capital Management, Llc | 2025-06-30 | 1.6 M | Jpmorgan Chase & Co | 2025-06-30 | 1.5 M | Alliancebernstein L.p. | 2025-06-30 | 1.2 M | Franklin Resources Inc | 2025-06-30 | 1.1 M | Wasatch Advisors Lp | 2025-06-30 | 1.1 M | Massachusetts Financial Services Company | 2025-06-30 | 942.2 K | Atlantic Trust Group, Llc | 2025-06-30 | 937.2 K | Fred Alger Management, Llc | 2025-06-30 | 858.8 K | Capital Research Global Investors | 2025-06-30 | 794.9 K | Blackrock Inc | 2025-06-30 | 9.4 M | Vanguard Group Inc | 2025-06-30 | 7.4 M |
Stepstone Cash Flow Accounts
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 (projected) | ||
| Investments | (36.2M) | (25.2M) | (47.3M) | (43.5M) | (39.1M) | (37.2M) | |
| Change In Cash | (66.4M) | 12.1M | 52.8M | 107.5M | 123.6M | 129.8M | |
| Net Borrowings | 65M | 35M | 50M | 125.0M | 143.7M | 150.9M | |
| Free Cash Flow | 212.2M | 145.6M | 141.9M | 59.8M | 68.8M | 112.2M | |
| Depreciation | 27.0M | 47.4M | 47.6M | 45.5M | 52.3M | 54.9M | |
| Other Non Cash Items | (308.6M) | 169.5M | (46.9M) | (363.0M) | (326.7M) | (310.4M) | |
| Dividends Paid | 23.9M | 50.0M | 68.5M | 75.8M | 87.2M | 52.0M | |
| Capital Expenditures | 2.1M | 5.6M | 19.6M | 5.1M | 5.9M | 5.1M | |
| Net Income | 484.3M | (45.3M) | 58.1M | (172.8M) | (155.5M) | (147.8M) | |
| End Period Cash Flow | 117.4M | 129.5M | 182.3M | 289.8M | 333.3M | 349.9M | |
| Change To Netincome | (150.2M) | (119.7M) | 1.8M | 21.6M | 24.9M | 26.1M |
Stepstone Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Stepstone or Capital Markets sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Stepstone's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Stepstone stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | -0.22 | |
β | Beta against Dow Jones | 1.93 | |
σ | Overall volatility | 2.56 | |
Ir | Information ratio | -0.07 |
Stepstone Volatility Alert
Stepstone Group exhibits very low volatility with skewness of -1.01 and kurtosis of 2.74. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Stepstone's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Stepstone's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Stepstone Fundamentals Vs Peers
Comparing Stepstone's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Stepstone's direct or indirect competition across all of the common fundamentals between Stepstone and the related equities. This way, we can detect undervalued stocks with similar characteristics as Stepstone or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Stepstone's fundamental indicators could also be used in its relative valuation, which is a method of valuing Stepstone by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Stepstone to competition |
| Fundamentals | Stepstone | Peer Average |
| Return On Equity | -0.65 | -0.31 |
| Return On Asset | -0.13 | -0.14 |
| Profit Margin | (0.31) % | (1.27) % |
| Operating Margin | (0.38) % | (5.51) % |
| Current Valuation | 4.55 B | 16.62 B |
| Shares Outstanding | 80.14 M | 571.82 M |
| Shares Owned By Insiders | 9.43 % | 10.09 % |
| Shares Owned By Institutions | 94.70 % | 39.21 % |
| Number Of Shares Shorted | 2.12 M | 4.71 M |
| Price To Earning | 5.11 X | 28.72 X |
| Price To Book | 33.00 X | 9.51 X |
| Price To Sales | 3.98 X | 11.42 X |
| Revenue | 1.17 B | 9.43 B |
| Gross Profit | (826.9 M) | 27.38 B |
| EBITDA | (205.23 M) | 3.9 B |
| Net Income | (172.83 M) | 570.98 M |
| Cash And Equivalents | 106.35 M | 2.7 B |
| Cash Per Share | 1.73 X | 5.01 X |
| Total Debt | 382.79 M | 5.32 B |
| Debt To Equity | 0.08 % | 48.70 % |
| Current Ratio | 0.87 X | 2.16 X |
| Book Value Per Share | (4.73) X | 1.93 K |
| Cash Flow From Operations | 64.93 M | 971.22 M |
| Short Ratio | 3.29 X | 4.00 X |
| Earnings Per Share | (6.92) X | 3.12 X |
| Price To Earnings To Growth | 2.35 X | 4.89 X |
| Target Price | 81.43 | |
| Number Of Employees | 1.27 K | 18.84 K |
| Beta | 1.32 | -0.15 |
| Market Capitalization | 7.09 B | 19.03 B |
| Total Asset | 4.59 B | 29.47 B |
| Retained Earnings | (242.55 M) | 9.33 B |
| Working Capital | 14.54 M | 1.48 B |
Note: Disposition of 74214 shares by Michael McCabe of Stepstone at 66.14 subject to Rule 16b-3 [view details]
Stepstone Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Stepstone . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
About Stepstone Buy or Sell Advice
When is the right time to buy or sell Stepstone Group? Buying financial instruments such as Stepstone Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
Use Investing Ideas to Build Portfolios
In addition to having Stepstone in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
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Additional Tools for Stepstone Stock Analysis
When running Stepstone's price analysis, check to measure Stepstone's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Stepstone is operating at the current time. Most of Stepstone's value examination focuses on studying past and present price action to predict the probability of Stepstone's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Stepstone's price. Additionally, you may evaluate how the addition of Stepstone to your portfolios can decrease your overall portfolio volatility.