Back to Dashboard
40

STEP

🏦 Financial Services

StepStone Group Inc.

Conservative #855Aggressive #554Low RiskLow 19ML↑ 41pt
$46.55+1.75%
Day High$46.95
Day Low$44.68
Volume1.6M
Mkt Cap$5.8B
52W Low $4052W High $78
Market Cap
$7.1B
P/E Ratio
21.6
Sector avg: 49.4
Rev Growth
65.1%
Sector avg: 13.4%
Earnings Growth
-409.1%
Profit Margin
-15.3%
Sector avg: -2.8%
Debt/Equity
2.13

Why This Score

STEP scores 40.1 on the Conservative profile, blending a fundamental score (80% weight, emphasizing quality and stability (84% of fundamental weight)) with a machine-learning signal (20% weight) trained on 82 features across 30 years of data.

Risk Factors
  • Signal divergence: Fundamental and ML signals disagree by a significant margin, reducing confidence.
  • Elevated leverage (D/E 2.13) increases financial risk in a rising-rate environment.

Minor adjustments (-1.6 points) applied. STEP's rank of #855 primarily reflects its factor profile relative to the conservative weight vector.

Score Breakdown

Overall Score40.1
Fundamental Score32.5
ML Score58.0

Score by Horizon

3 Month
54.3
6 Month
60.6
Primary
1 Year
63.8

Quality Assessment

A
Earnings Grade
Strong fundamentals, high earnings quality

Position Sizing

Suggested Allocation
5%
Confidence
high

Score Composition Waterfall

How each component affects the final score
Backtested Scoring Levers (IC-calibrated from 30y ElasticNet)
Weinstein (12.1%)
0
Declining
Sentiment (2.5%)
38
Negative
Analyst (6.4%)
50
Neutral
Tradability (post-hoc)
91
Grade A
Base
37.7
SHAP
+2.8
Factors
+1.2
Divergence
-1.6
Final
40.1
Positive adjustment
Negative adjustment
Base blend
Final score

Factor Breakdown

46AVG
Value70
Quality40
Growth35
Stability45
Investment40

Signal SegmentsComputed from ML features

Fundamental (Valuation, Quality, Growth)32.0
Technical (Momentum, Weinstein, Volatility)56.0
External (Sentiment, Analyst, Macro)59.0
Scores below 50 indicate weakness in that segment relative to the universe.

Data Quality

Score
Features
Confidence
Feature Coverage96%

Growth Estimates

Short-term
-3.1% to +1.0%
Medium-term
-4.3% to +1.9%
Long-term
-5.5% to +2.8%

ML Model Core Features100 trained inputs → ML Score: 58

These features are direct inputs to the machine learning model. The model was trained on these signals alongside 100 features (including 12 momentum/technical indicators) to produce the ML percentile score.

Analyst Intelligence
Consensus Score50.0/100
Target Upside+0.0%
Coverage0 analysts
Market Sentiment
Sentiment Score37.5/100
News Volume1 articles
Technical Stage
Weinstein Stage4 — Declining
12M Momentum-0.0%
6M Momentum-0.1%
Volatility+0.1%
Momentum & Technical
Momentum Acceleration+4.4%
Momentum ConsistencyModerate (0.43)
Relative Strength vs Sector-12.2%
Trend Strength (ADX Proxy)Weak (0.3)
Momentum Quality-0.027
Momentum BreadthNarrow
Macro Regime
Bull RegimeYes
High Vol RegimeNo
S&P 500 Return+25.0%
Yield Curve-0.1bp

Sector-Relative AnalysisIn-model features

Value Trap Signal
0%
Low risk
Sector RevGr Rank
P96
Revenue growth vs Financial Services peers
Sector PE Rank
P25
Valuation vs Financial Services peers
Sector FCF Rank
P31
Free cash flow vs Financial Services peers
Growth Deviation
+0.9σ
Z-score vs sector median
Stagnation Flag
NO
Not flagged

Analysis Signals

Scoring Factors
Fundamental score of 23 relative to sector peers23/100
Machine learning model ranks this stock at the 64th percentileP64
ML model weight reduced to 9% due to macro conditions: market in extended rally phase; yield curve inverted (recession indicator); late-cycle economic indicators detected9% ML weight
SHAP feature alignment: +3.1pt (features align with model priorities)—
Blend: 91% fund (23.3) + 9% ML (64.0) + SHAP(+3.1) = 30.0—
Factor quality: +1.3pt (multi-factor composite)—
Risk assessment: low. Annualized volatility 9.7%. Max drawdown 20% (-4.7 pts)Low
Market cap adjustment: +0.5 points ($7.1B market cap)+0.5 pts
Conviction penalty: -3.0pt (conviction=19)—
Divergence penalty: -4.7pt (ML 41pt higher)—
Risk Factors
Earnings quality grade A: strong earnings quality and financial health. Score adjusted by -5 pointsGrade A
Quality concern: High leverage: D/E ratio of 2.1x — elevated balance sheet riskFlag

Sector Peer Comparison(Financial Services — Rank #242 of 356 stocks)

StockScoreP/ERev GrowthMarginMkt Cap
STEP40.121.665.1%-15.3%$7.1B
CME84.927.29.9%57.5%$109.0B
CINF82.310.711.4%18.9%$25.4B
ACT82.08.92.4%54.6%$6.0B
SEIC80.914.010.7%27.3%$9.6B
TROW79.310.13.1%28.5%$20.5B
FHB78.311.83.2%24.2%$3.3B
MCHB77.70.0123.7%23.2%$3.4B
TRMK75.611.934.8%19.3%$2.7B
BCAL74.39.926.2%27.1%$613M
NMIH73.97.78.4%55.1%$3.0B
FFIN73.218.811.7%30.7%$4.8B
TW73.130.018.9%39.6%$24.8B
VCTR73.118.38.8%32.3%$4.9B
VLY72.412.5-2.2%17.1%$7.5B
QQQX72.310.448.6%257.3%$1.4B
Sector Average45.849.413.4%-2.8%—

Market Sentimentvia FMP

Analyst Consensus
Buy7 analysts
Buy: 4Hold: 3
Price Target
$80consensus
Low $67Median $73High $104
+71.4% to consensus target

Company Overviewvia FMP

StepStone Group Inc. is an investment firm specializing in direct, fund of funds, secondary direct, and secondary indirect investments. For direct investment, it seeks to invest in venture debt, incubation, mezzanine, distressed/vulture, seed/startup, early venture, mid venture, late venture, emerging growth, later stage, turnaround, growth capital, industry consolidation, recapitalization, and 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, consumer staples, financials, telecommunication services, energy, infrastructure, real estate, 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. It typically invests between $15 million and $200 million in firms with enterprise value between $150 million and $25000 million. 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. 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.

CEO
Scott Hart
Employees
1,090
Beta
1.32
Industry
Asset Management
FMP-Identified Peers

Technical Picturecomputed from daily prices

RSI (14)
23.1
Oversold
Trend
Bearish
10-day vs 50-day MA
From 52W High
-40.2%
High: $77.8
From 52W Low
+16.2%
Low: $40.07
Moving Averages
10-Day
$52.50
Below
20-Day
$59.20
Below
50-Day
$65.10
Below
200-Day
$61.80
Below
60-Day Support
$43.64
60-Day Resistance
$77.8
Weinstein Stage Analysisbased on 200-day SMA framework
Stage 4 — DecliningScore: 19/100

Stock is in a downtrend below the 200-day moving average. Price is below both the 50-day and 200-day SMAs, indicating sustained selling pressure.

Unfavorable technical position; wait for Stage 1 basing
Transition signal: 3→4
Price vs 200 SMA
-24.7%
200 SMA Slope (60d)
+6.03%
Rising
Volume Ratio
2.02x
10d avg vs 50d avg
Days in Stage
10
Confidence: 50%

Financial Statementslast 4 quarters via FMP

MetricQ3 2025Q2 2025Q1 2025Q4 2025
Revenue$587M$454M$364M$378M
Gross Profit$298M$207M$173M$37M
Operating Income$-221M$-723M$-59M$-6M
Net Income$-123M$-366M$-38M$-19M
EPS (Diluted)$-1.55$-4.66$-0.49$-0.24
Gross Margin50.8%45.6%47.4%9.8%
Operating Margin-37.7%-159.1%-16.2%-1.6%
Net Margin-21.0%-80.6%-10.5%-4.9%

Why This Stock

Financial ServicesP/E ratio of 21.6Revenue growth 65.1%

Tradability FilterGrade A — 91/100Score impact: -0.9pt

Volume
92
805K avg/day
Dollar Vol
90
$35M/day
Float
100
110M shares
Mkt Cap
69
$7.1B
Range
100
94% spread
Composite Liquidity Score91/100
FDCBA

Multi-Year Range Analysis

Sideways: 0/100
YearLowHighRangeStatus
2021$28.52$55.1963.7%Wide
2022$22.39$42.3361.6%Wide
2023$19.83$32.3948.1%Wide
2024$30.46$70.3879.2%Wide
2025$40.07$68.4152.2%Wide
3-Year Range
112.1%
Narrow Years
0 / 5
Sideways Penalty
None

Growth Projection Adjustment

0.7x dampening
weinstein basing

Growth estimates have been dampened based on technical and fundamental signals. This is a post-hoc adjustment to prevent overly optimistic projections for stocks showing declining momentum or deteriorating fundamentals.

Free Float
88.2%
Outstanding Shares
125M
Bid-Ask Spread
94.0%
Institutional Tradable
Yes

Scores are generated by a multi-stage ML pipeline combining fundamental analysis, ensemble predictions, and structural risk signals. All data is for research purposes only and does not constitute financial advice. Past performance does not guarantee future results.