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StepStone Group Inc. (STEP)

NEGATIVE
Financial ServicesAsset ManagementUnited States

Fundamental

30

Precio

$49.75

Capitalización Bursátil

$6.46B

Parte 1 · Cuánto vale la empresa

Resumen

StepStone Group Inc. is a private equity and venture capital firm specializing in primary, direct, fund of funds, secondary direct, and secondary indirect investments. For direct investment, it seeks to invest in private debt, venture debt, incubation, mezzanine, distressed/vulture, seed/startup, early venture, mid venture, late venture, emerging growth, later stage, turnaround, growth capital, industry consolidation, recapitalization, buyout investments in mature and middle market companies. It prefers to invest in natural resources, technology, healthcare, services, materials, manufacturing, consumer durables, apparel, hotels, restaurants and leisure, media, retailing, power, utilities consumer staples, financials, telecommunication services, clean energy/renewables, transport, social, natural capital, infrastructure, corporate, real estate, credit and real asset. The firm invests globally with a focus on United States, North America, Europe, Asia, Latin America, Middle East, Africa, Brazil, Mexico, Argentina, Colombia, New Zealand, China, India, Korea, Japan, Taiwan, and Australia region. The firm invests between 5% and 40% in emerging markets. For fund of fund investment, it seeks to invest in private equity funds, venture capital funds, Special situation funds, Real estate funds, Infrastructure funds, mezzanine funds, and turnaround/distressed funds. It considers investments in both domestic and international funds. It also seeks to make co-investments and follow-on investments and considers partial interests in funds. The firm seeks to make minority and majority investments. StepStone Group Inc. was founded in 2007 and is based in New York, New York with additional offices across North America, South America, South Korea, Europe, Australia and Asia.

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Balance y Liquidez

Ingresos

$2.01B

Últimos 12 meses (hasta 30/6/2026)

Beneficio Neto

$-613M

Últimos 12 meses (hasta 30/6/2026)

Flujo de Caja Libre

$64M

Patrimonio Neto Total

$-414M

Pasivo Total

$5.88B

Ratio de Liquidez

0.90

Cobertura de Intereses

-

Deuda/EBITDA

-

Beneficio Por Acción

Ingresos y Beneficio Neto

Flujo de Caja Libre

Desglose de Ingresos

Estado histórico

Márgenes en el tiempo

La deuda en el tiempo

Cuánto pesa la deuda

Cuadro de crecimiento

Crecimiento — Ingresos

Estimación de Valor Justo

General caseInfravalorado

Valor Justo

$70.38

Precio Actual

$49.75

Margen de Seguridad

+29.3%

Rango de Valor Justo

$66.86 - $73.89

Métodos de Estimación

Analyst price target:$70.38
Discounted cash flow (DCF):Not enough data to compute it
Earnings multiple (P/E):Not enough data to compute it
Graham growth formula:Not enough data to compute it
Earnings power value (EPV):Not enough data to compute it
Justified P/B:Not enough data to compute it
Dividend discount (Gordon):$17.06
P/FFO, funds from operations:Not enough data to compute it
Mid-cycle earnings:Not enough data to compute it
Revenue multiple:Not enough data to compute it
Consenso de Analistas:Compra Fuerte (12B / 2H / 0S)
Última Sorpresa de Resultados:-7.17%

Métricas de Valoración

Ratio P/E

-

ROE

129.6%

Ratio P/B

-

P/FCF

-

Margen Bruto

-

ROIC

-

Radar de Rentabilidad

Value Creation (Economic Moat)

ROIC

-

WACC

9.3%

ROIC − WACC

-

Criterios de Análisis Fundamental

Superado (3)

  • Revenue Growth 5Y 20.7%
  • Analyst Consensus 86% Buy
  • Earnings Surprise avg 4.8%

Fallido (10)

  • EPS shows upward trend
  • Price CAGR 3.87%
  • Positive Free Cash Flow
  • Return on Tangible Assets
  • Low reliance on intangibles
  • DCF valuation (Unknown)
  • ROE -98.4%
  • Share Dilution 10.9%
  • Net Margin Trend -30.5% vs -17.1%
  • Piotroski F-Score 3/9

No disponible (14)

  • ROIC NaN%
  • Gross Margin NaN%
  • P/FCF NaN
  • P/B Ratio NaN
  • Dividend Payout NaN%
  • Debt/Equity ratio
  • Operating Margin NaN%
  • CapEx intensity
  • Current Ratio
  • Interest Coverage
  • Debt/EBITDA
  • Price below Graham Number
  • PEG Ratio (need PE > 0 and growth > 0)
  • Earnings Quality (OCF/Net Income)

Piotroski F-Score

3/9

Preocupaciones financieras graves

score
criteria

Calidad de los Beneficios

-

Baja calidad: investigue la contabilidad

Dilución de Acciones

10.9%

Emitiendo nuevas acciones, diluyendo la participación

Gobernanza

Equipo Directivo

NombreCargoEdad
Mr. Monte M. Brem J.D.Co-Founder & Executive Chairman57
Mr. Scott HartCEO, Partner & Director45
Mr. Thomas KeckPartner, Head of Research and Portfolio Management & Vice Chairman59
Mr. Jason Paul Ment J.D.Partner, President & Co-COO48
Mr. David Yongil ParkPartner & CFO51
Mr. Jose A. Fernandez J.D.CO-COO, Director & Partner54
Mr. Michael I. McCabePartner, Head of Strategy & Director56
Mr. Mark T. Maruszewski CFAPartner & Vice Chairman58
Mr. David T. JeffreyPartner & Vice Chairman55
Ms. Rebecca AjavanandaPartner57

Riesgo de Auditoría

6

Riesgo del Consejo

10

Riesgo de Compensación

7

Riesgo de Derechos del Accionista

4

Parte 2 · El precio y el momento de entrar

Esta parte no sirve para saber si la empresa vale: sirve para elegir cuándo comprarla, una vez que los fundamentales te han convencido. Dentro: análisis técnico, potencial, caídas históricas, exposición gamma.

Latest News

Recent headlines for STEP, sourced from Markets Gazette.

  • 5/20/2026NEUTRAL
    Transcript: StepStone Group Q4 2026 Earnings Conference Call

    StepStone Group held its Q4 2026 Earnings Conference Call on May 20, 2026. While the transcript indicates a discussion of financial performance and strategic outlook, no specific earnings figures, revenue growth, or profit margins were immediately available in the provided summary. The call likely covered operational highlights and future guidance, but without concrete data points, its direct impact on investor sentiment remains neutral pending further details. Investors will be looking for specific financial metrics and forward-looking statements to assess the company's trajectory.

via Markets Gazette