Stepstone Group Stock Equity Positions Weight

STEP Stock

USD 65.89 0.09 0.14%

Stepstone Group fundamentals help investors to digest information that contributes to Stepstone's financial success or failures. It also enables traders to predict the movement of Stepstone Stock. The fundamental analysis module provides a way to measure Stepstone's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Stepstone stock.

Short Long Term Debt Total Total Assets

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Stepstone Group Company Equity Positions Weight Analysis

Stepstone's Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.

Stock Percentage

% of Equities

in the fund

More About Equity Positions Weight | All Equity Analysis

Stepstone Equity Positions Weight Driver Correlations

Understanding the fundamental principles of building solid financial models for Stepstone is extremely important. It helps to project a fair market value of Stepstone Stock properly, considering its historical fundamentals such as Equity Positions Weight. Since Stepstone's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Stepstone's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Stepstone's interrelated accounts and indicators.

	Total Assets	Total Stockholder Equity	Net Tangible Assets	Current Deferred Revenue	Net Debt	Retained Earnings	Accounts Payable	Net Receivables	Good Will	Total Liab	Total Current Assets	Short Term Debt	Intangible Assets	Common Stock	Property Plant Equipment	Long Term Debt	Short Term Investments	Net Invested Capital	Long Term Investments	Short Long Term Debt	Net Working Capital	Capital Surpluse	Capital Stock	Long Term Debt Total
Total Assets		0.46	0.14	0.72	0.6	-0.04	0.7	0.95	0.92	0.99	0.97	-0.52	0.98	-0.21	0.93	-0.91	0.83	0.89	0.57	0.88	-0.35	0.98	0.87	-0.4
Total Stockholder Equity	0.46		0.24	-0.2	-0.15	0.19	0.41	0.23	0.4	0.41	0.35	0.47	0.55	-0.74	0.36	-0.29	0.39	0.59	0.08	0.2	-0.29	0.45	0.37	0.06
Net Tangible Assets	0.14	0.24		0.05	-0.21	0.66	0.39	0.13	-0.11	0.18	0.11	0.03	0.14	0.08	-0.1	0.0	-0.09	0.22	0.61	-0.26	-0.91	-0.02	-0.15	0.45
Current Deferred Revenue	0.72	-0.2	0.05		0.74	-0.06	0.64	0.88	0.67	0.77	0.79	-0.92	0.63	0.37	0.72	-0.78	0.62	0.62	0.51	0.71	-0.3	0.65	0.66	-0.43
Net Debt	0.6	-0.15	-0.21	0.74		0.01	0.42	0.63	0.7	0.64	0.53	-0.78	0.63	0.43	0.72	-0.46	0.37	0.62	0.12	0.56	0.18	0.66	0.7	-0.5
Retained Earnings	-0.04	0.19	0.66	-0.06	0.01		0.47	-0.08	-0.24	0.02	-0.14	0.18	0.07	0.42	-0.24	0.32	-0.5	0.27	-0.06	-0.43	-0.46	-0.11	-0.3	0.69
Accounts Payable	0.7	0.41	0.39	0.64	0.42	0.47		0.73	0.5	0.74	0.69	-0.33	0.72	0.06	0.52	-0.61	0.46	0.83	0.28	0.44	-0.6	0.6	0.44	0.17
Net Receivables	0.95	0.23	0.13	0.88	0.63	-0.08	0.73		0.87	0.97	0.98	-0.7	0.89	-0.04	0.89	-0.95	0.83	0.82	0.62	0.88	-0.41	0.9	0.82	-0.42
Good Will	0.92	0.4	-0.11	0.67	0.7	-0.24	0.5	0.87		0.91	0.89	-0.56	0.92	-0.23	1.0	-0.85	0.85	0.84	0.45	0.86	-0.08	0.95	0.99	-0.69
Total Liab	0.99	0.41	0.18	0.77	0.64	0.02	0.74	0.97	0.91		0.97	-0.58	0.97	-0.13	0.92	-0.9	0.8	0.91	0.58	0.85	-0.39	0.96	0.86	-0.39
Total Current Assets	0.97	0.35	0.11	0.79	0.53	-0.14	0.69	0.98	0.89	0.97		-0.59	0.91	-0.19	0.9	-0.97	0.87	0.82	0.63	0.91	-0.39	0.93	0.84	-0.43
Short Term Debt	-0.52	0.47	0.03	-0.92	-0.78	0.18	-0.33	-0.7	-0.56	-0.58	-0.59		-0.43	-0.52	-0.6	0.59	-0.46	-0.38	-0.5	-0.58	0.12	-0.49	-0.57	0.54
Intangible Assets	0.98	0.55	0.14	0.63	0.63	0.07	0.72	0.89	0.92	0.97	0.91	-0.43		-0.22	0.91	-0.82	0.75	0.94	0.46	0.8	-0.31	0.97	0.86	-0.34
Common Stock	-0.21	-0.74	0.08	0.37	0.43	0.42	0.06	-0.04	-0.23	-0.13	-0.19	-0.52	-0.22		-0.19	0.26	-0.49	-0.12	-0.09	-0.22	0.05	-0.22	-0.23	0.14
Property Plant Equipment	0.93	0.36	-0.1	0.72	0.72	-0.24	0.52	0.89	1.0	0.92	0.9	-0.6	0.91	-0.19		-0.87	0.85	0.84	0.47	0.87	-0.09	0.94	0.99	-0.69
Long Term Debt	-0.91	-0.29	0.0	-0.78	-0.46	0.32	-0.61	-0.95	-0.85	-0.9	-0.97	0.59	-0.82	0.26	-0.87		-0.94	-0.72	-0.61	-0.92	0.34	-0.85	-0.82	0.51
Short Term Investments	0.83	0.39	-0.09	0.62	0.37	-0.5	0.46	0.83	0.85	0.8	0.87	-0.46	0.75	-0.49	0.85	-0.94		0.65	0.55	0.86	-0.24	0.79	0.85	-0.62
Net Invested Capital	0.89	0.59	0.22	0.62	0.62	0.27	0.83	0.82	0.84	0.91	0.82	-0.38	0.94	-0.12	0.84	-0.72	0.65		0.36	0.63	-0.37	0.86	0.81	-0.26
Long Term Investments	0.57	0.08	0.61	0.51	0.12	-0.06	0.28	0.62	0.45	0.58	0.63	-0.5	0.46	-0.09	0.47	-0.61	0.55	0.36		0.42	-0.72	0.44	0.44	-0.31
Short Long Term Debt	0.88	0.2	-0.26	0.71	0.56	-0.43	0.44	0.88	0.86	0.85	0.91	-0.58	0.8	-0.22	0.87	-0.92	0.86	0.63	0.42		-0.03	0.9	0.82	-0.56
Net Working Capital	-0.35	-0.29	-0.91	-0.3	0.18	-0.46	-0.6	-0.41	-0.08	-0.39	-0.39	0.12	-0.31	0.05	-0.09	0.34	-0.24	-0.37	-0.72	-0.03		-0.16	-0.04	-0.33
Capital Surpluse	0.98	0.45	-0.02	0.65	0.66	-0.11	0.6	0.9	0.95	0.96	0.93	-0.49	0.97	-0.22	0.94	-0.85	0.79	0.86	0.44	0.9	-0.16		0.9	-0.46
Capital Stock	0.87	0.37	-0.15	0.66	0.7	-0.3	0.44	0.82	0.99	0.86	0.84	-0.57	0.86	-0.23	0.99	-0.82	0.85	0.81	0.44	0.82	-0.04	0.9		-0.76
Long Term Debt Total	-0.4	0.06	0.45	-0.43	-0.5	0.69	0.17	-0.42	-0.69	-0.39	-0.43	0.54	-0.34	0.14	-0.69	0.51	-0.62	-0.26	-0.31	-0.56	-0.33	-0.46	-0.76

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Predict Stepstone

According to the company disclosure, Stepstone Group has an Equity Positions Weight of 0.0%. This indicator is about the same for the Capital Markets average (which is currently at 0.0) sector and about the same as Financials (which currently averages 0.0) industry. This indicator is about the same for all United States stocks average (which is currently at 0.0).

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Stepstone ESG Sustainability

Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Stepstone's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Stepstone's managers, analysts, and investors.

Environmental

Governance

Social

Stepstone Fundamentals

	Return On Equity	0.0867
	Return On Asset	0.0307
	Profit Margin	0.05 %
	Operating Margin	0.23 %
	Current Valuation	4.85 B
	Shares Outstanding	72.68 M
	Shares Owned By Insiders	17.82 %
	Shares Owned By Institutions	93.86 %
	Number Of Shares Shorted	1.9 M
	Price To Earning	5.11 X
	Price To Book	12.05 X
	Price To Sales	9.77 X
	Revenue	711.63 M
	Gross Profit	562.83 M
	EBITDA	249.86 M
	Net Income	58.09 M
	Cash And Equivalents	106.35 M
	Cash Per Share	1.73 X
	Total Debt	268.56 M
	Debt To Equity	0.08 %
	Current Ratio	0.87 X
	Book Value Per Share	5.47 X
	Cash Flow From Operations	161.52 M
	Short Ratio	3.26 X
	Earnings Per Share	0.61 X
	Price To Earnings To Growth	2.35 X
	Target Price	71.36
	Number Of Employees	1.05 K
	Beta	1.26
	Market Capitalization	7.82 B
	Total Asset	3.79 B
	Retained Earnings	13.77 M
	Working Capital	(32.15 M)
	Annual Yield	0.01 %
	Net Asset	3.79 B
	Last Dividend Paid	0.87

About Stepstone Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Stepstone Group's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Stepstone using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Stepstone Group based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.

Please read more on our fundamental analysis page.

Pair Trading with Stepstone

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Stepstone position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Stepstone will appreciate offsetting losses from the drop in the long position's value.

Moving together with Stepstone Stock

0.74	V	Visa Class A	Pair Corr
0.82	DIST	Distoken Acquisition	Pair Corr
0.9	MA	Mastercard	Pair Corr

Moving against Stepstone Stock

0.71	BRACU	Broad Capital Acquisition	Pair Corr
0.55	RC	Ready Capital Corp	Pair Corr
0.4	PFTAU	Portage Fintech Acqu	Pair Corr
0.38	TETEW	Technology Telecommunicatio	Pair Corr
0.37	EARN	Ellington Residential	Pair Corr

The ability to find closely correlated positions to Stepstone could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Stepstone when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Stepstone - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Stepstone Group to buy it.

The correlation of Stepstone is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Stepstone moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Stepstone Group moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.

Correlation analysis and pair trading evaluation for Stepstone can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.

Pair Correlation Correlation Matching

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.

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