Stepstone Group Stock Performance
| STEP Stock | USD 64.72 0.75 1.17% |
On a scale of 0 to 100, Stepstone holds a performance score of 5. The entity has a beta of 0.8, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Stepstone's returns are expected to increase less than the market. However, during the bear market, the loss of holding Stepstone is expected to be smaller as well. Please check Stepstone's potential upside, and the relationship between the total risk alpha and kurtosis , to make a quick decision on whether Stepstone's existing price patterns will revert.
Risk-Adjusted Performance
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Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Stepstone Group are ranked lower than 5 (%) of all global equities and portfolios over the last 90 days. Even with relatively fragile technical and fundamental indicators, Stepstone reported solid returns over the last few months and may actually be approaching a breakup point. ...more
| Stepstone dividend paid on 13th of December 2024 | 12/13/2024 |
| Begin Period Cash Flow | 129.5 M |
Stepstone |
Stepstone Relative Risk vs. Return Landscape
If you would invest 5,879 in Stepstone Group on November 1, 2024 and sell it today you would earn a total of 616.50 from holding Stepstone Group or generate 10.49% return on investment over 90 days. Stepstone Group is currently generating 0.2009% in daily expected returns and assumes 2.6576% risk (volatility on return distribution) over the 90 days horizon. In different words, 23% of stocks are less volatile than Stepstone, and 96% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Stepstone Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Stepstone's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Stepstone Group, and traders can use it to determine the average amount a Stepstone's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0756
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Estimated Market Risk
| 2.66 actual daily | 23 77% of assets are more volatile |
Expected Return
| 0.2 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.08 actual daily | 5 95% of assets perform better |
Based on monthly moving average Stepstone is performing at about 5% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Stepstone by adding it to a well-diversified portfolio.
Stepstone Fundamentals Growth
Stepstone Stock prices reflect investors' perceptions of the future prospects and financial health of Stepstone, and Stepstone fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Stepstone Stock performance.
| Return On Equity | 0.0867 | ||||
| Return On Asset | 0.0307 | ||||
| Profit Margin | 0.05 % | ||||
| Operating Margin | 0.23 % | ||||
| Current Valuation | 4.93 B | ||||
| Shares Outstanding | 75.76 M | ||||
| Price To Earning | 5.11 X | ||||
| Price To Book | 12.26 X | ||||
| Price To Sales | 9.71 X | ||||
| Revenue | 711.63 M | ||||
| EBITDA | 249.86 M | ||||
| Cash And Equivalents | 106.35 M | ||||
| Cash Per Share | 1.73 X | ||||
| Total Debt | 268.56 M | ||||
| Debt To Equity | 0.08 % | ||||
| Book Value Per Share | 5.47 X | ||||
| Cash Flow From Operations | 161.52 M | ||||
| Earnings Per Share | 0.61 X | ||||
| Total Asset | 3.79 B | ||||
| Retained Earnings | 13.77 M | ||||
About Stepstone Performance
Assessing Stepstone's fundamental ratios provides investors with valuable insights into Stepstone's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Stepstone is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
StepStone Group Inc. is an investment firm specializing in direct, fund of funds, secondary direct, and secondary indirect investments. StepStone Group Inc. was founded in 2007 and is based in New York, New York with additional offices across North America, South America, Europe, Australia, and Asia. StepStone operates under Asset Management classification in the United States and is traded on NASDAQ Exchange. It employs 840 people.Things to note about Stepstone Group performance evaluation
Checking the ongoing alerts about Stepstone for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Stepstone Group help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Stepstone Group currently holds 268.56 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. | |
| Over 95.0% of Stepstone shares are owned by institutional investors | |
| On 13th of December 2024 Stepstone paid $ 0.24 per share dividend to its current shareholders |
- Analyzing Stepstone's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Stepstone's stock is overvalued or undervalued compared to its peers.
- Examining Stepstone's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Stepstone's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Stepstone's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Stepstone's stock. These opinions can provide insight into Stepstone's potential for growth and whether the stock is currently undervalued or overvalued.
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.