Stepstone Group Net Income
| STEP Stock | USD 43.14 3.56 7.62% |
As of the 1st of March, Stepstone has the Coefficient Of Variation of (650.43), risk adjusted performance of (0.11), and Variance of 11.03. In relation to fundamental indicators, the technical analysis model makes it possible for you to check existing technical drivers of Stepstone Group, as well as the relationship between them.
Analyzing historical trends in various income statement and balance sheet accounts from Stepstone's financial statements helps investors evaluate the company's valuation, profitability, and current liquidity needs. Key fundamental drivers impacting Stepstone's valuation are summarized below:Stepstone Group does not presently have any fundamental trend indicators for analysis. This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools. Stepstone | Build AI portfolio with Stepstone Stock |
Can Asset Management & Custody Banks industry sustain growth momentum? Does Stepstone have expansion opportunities? Factors like these will boost the valuation of Stepstone. If investors know Stepstone will grow in the future, the company's valuation will be higher. Determining accurate worth demands scrutiny of both present operating results and projected expansion capacity. Evaluating Stepstone demands reviewing these metrics collectively while recognizing certain factors exert disproportionate influence.
Investors evaluate Stepstone Group using market value (trading price) and book value (balance sheet equity), each telling a different story. Calculating Stepstone's intrinsic value - the estimated true worth - helps identify when the stock trades at a discount or premium to fair value. Market participants employ diverse analytical approaches to determine fair value and identify buying opportunities when prices dip below calculated worth. External factors like market trends, sector rotation, and investor psychology can cause Stepstone's market price to deviate significantly from intrinsic value.
Please note, there is a significant difference between Stepstone's value and its price as these two are different measures arrived at by different means. Investors typically determine if Stepstone is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. Conversely, Stepstone's market price signifies the transaction level at which participants voluntarily complete trades.
Stepstone 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Stepstone's stock what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Stepstone.
| 12/01/2025 |
| 03/01/2026 |
If you would invest 0.00 in Stepstone on December 1, 2025 and sell it all today you would earn a total of 0.00 from holding Stepstone Group or generate 0.0% return on investment in Stepstone over 90 days. Stepstone is related to or competes with Prospect Capital, Hamilton Lane, Oxford Lane, Janus Henderson, Blue Owl, Affiliated Managers, and CullenFrost Bankers. StepStone Group Inc. is an investment firm specializing in direct, fund of funds, secondary direct, and secondary indire... More
Stepstone Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Stepstone's stock current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Stepstone Group upside and downside potential and time the market with a certain degree of confidence.
| Information Ratio | (0.18) | |||
| Maximum Drawdown | 17.74 | |||
| Value At Risk | (7.50) | |||
| Potential Upside | 3.79 |
Stepstone Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Stepstone's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Stepstone's standard deviation. In reality, there are many statistical measures that can use Stepstone historical prices to predict the future Stepstone's volatility.| Risk Adjusted Performance | (0.11) | |||
| Jensen Alpha | (0.42) | |||
| Total Risk Alpha | (0.87) | |||
| Treynor Ratio | 0.408 |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Stepstone's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Stepstone March 1, 2026 Technical Indicators
| Cycle Indicators | ||
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| Math Transform | ||
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| Volume Indicators |
| Risk Adjusted Performance | (0.11) | |||
| Market Risk Adjusted Performance | 0.418 | |||
| Mean Deviation | 2.34 | |||
| Coefficient Of Variation | (650.43) | |||
| Standard Deviation | 3.32 | |||
| Variance | 11.03 | |||
| Information Ratio | (0.18) | |||
| Jensen Alpha | (0.42) | |||
| Total Risk Alpha | (0.87) | |||
| Treynor Ratio | 0.408 | |||
| Maximum Drawdown | 17.74 | |||
| Value At Risk | (7.50) | |||
| Potential Upside | 3.79 | |||
| Skewness | (1.30) | |||
| Kurtosis | 2.45 |
Stepstone Group Backtested Returns
Stepstone Group owns Efficiency Ratio (i.e., Sharpe Ratio) of -0.15, which indicates the firm had a -0.15 % return per unit of risk over the last 3 months. Stepstone Group exposes twenty-four different technical indicators, which can help you to evaluate volatility embedded in its price movement. Please validate Stepstone's Coefficient Of Variation of (650.43), variance of 11.03, and Risk Adjusted Performance of (0.11) to confirm the risk estimate we provide. The entity has a beta of -1.28, which indicates a somewhat significant risk relative to the market. As returns on the market increase, returns on owning Stepstone are expected to decrease by larger amounts. On the other hand, during market turmoil, Stepstone is expected to outperform it. At this point, Stepstone Group has a negative expected return of -0.51%. Please make sure to validate Stepstone's maximum drawdown, as well as the relationship between the accumulation distribution and market facilitation index , to decide if Stepstone Group performance from the past will be repeated at some point in the near future.
Auto-correlation | -0.86 |
Excellent reverse predictability
Stepstone Group has excellent reverse predictability. Overlapping area represents the amount of predictability between Stepstone time series from 1st of December 2025 to 15th of January 2026 and 15th of January 2026 to 1st of March 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Stepstone Group price movement. The serial correlation of -0.86 indicates that approximately 86.0% of current Stepstone price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.86 | |
| Spearman Rank Test | -0.85 | |
| Residual Average | 0.0 | |
| Price Variance | 118.25 |
Because income is reported on the Income Statement of a company and is measured in dollars some investors prefer to use Profit Margin, which measures income as a percentage of sales.
| Competition |
Based on the recorded statements, Stepstone Group reported net income of (172.83 Million). This is 113.53% lower than that of the Capital Markets sector and 163.44% lower than that of the Financials industry. The net income for all United States stocks is 130.27% higher than that of the company.
Stepstone Net Income Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Stepstone's direct or indirect competition against its Net Income to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Stepstone could also be used in its relative valuation, which is a method of valuing Stepstone by comparing valuation metrics of similar companies.Stepstone is currently under evaluation in net income category among its peers.
Stepstone Fundamentals
| Return On Equity | -0.65 | ||||
| Return On Asset | -0.13 | ||||
| Profit Margin | (0.31) % | ||||
| Operating Margin | (0.38) % | ||||
| Current Valuation | 3.46 B | ||||
| Shares Outstanding | 80.14 M | ||||
| Shares Owned By Insiders | 10.42 % | ||||
| Shares Owned By Institutions | 89.58 % | ||||
| Number Of Shares Shorted | 3.05 M | ||||
| Price To Earning | 5.11 X | ||||
| Price To Book | 31.72 X | ||||
| Price To Sales | 3.02 X | ||||
| Revenue | 1.17 B | ||||
| Gross Profit | (826.9 M) | ||||
| EBITDA | (205.23 M) | ||||
| Net Income | (172.83 M) | ||||
| Cash And Equivalents | 106.35 M | ||||
| Cash Per Share | 1.73 X | ||||
| Total Debt | 382.79 M | ||||
| Debt To Equity | 0.08 % | ||||
| Current Ratio | 0.87 X | ||||
| Book Value Per Share | (4.73) X | ||||
| Cash Flow From Operations | 64.93 M | ||||
| Short Ratio | 2.99 X | ||||
| Earnings Per Share | (6.92) X | ||||
| Price To Earnings To Growth | 2.35 X | ||||
| Target Price | 81.43 | ||||
| Number Of Employees | 1.27 K | ||||
| Beta | 1.32 | ||||
| Market Capitalization | 5.39 B | ||||
| Total Asset | 4.59 B | ||||
| Retained Earnings | (242.55 M) | ||||
| Working Capital | 14.54 M | ||||
| Annual Yield | 0.03 % | ||||
| Net Asset | 4.59 B | ||||
| Last Dividend Paid | 1.04 |
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 against Stepstone Stock
| 0.72 | RA | Brookfield Real Assets | PairCorr |
| 0.57 | FT | Franklin Universal Closed | PairCorr |
| 0.54 | SSSS-P | Shooting Star Acquisition | PairCorr |
| 0.46 | ALPN | Alpine Select AG | PairCorr |
| 0.4 | VCTR | Victory Capital Holdings | PairCorr |
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.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.