StepStone Group stock
STEPNASDAQStepStone Group Inc., Financial ServicesISIN US85914M1071
48Score 48 out of 100, Weak
Price and trend
65 / 100
Price history
−24% in one yearThe chart shows daily closes over 6 years, adjusted for stock splits and without dividends. Click into the chart to set a price alert at that price.
Below the 200-day line: the price is 1.5% below it.
Since March 2026 the 50-day line has been below the 200-day line; the trend has turned down.
Normal: the price is neither overheated nor sold off (RSI 64).
The price is 38% below its 52-week high. Largest decline in 6 years: 62% (November 2021 to May 2023).
Chart figures for advanced users
- SMA 50$45.46
- Average price of the last 50 trading days, shows the short-term trend.
- SMA 200$48.19
- Average price of the last 200 trading days, shows the long-term trend.
- RSI (14)64
- Relative strength over the last 14 days on a scale from 0 to 100. Above 70 the price counts as overheated, below 30 as sharply fallen.
- MACDabove the signal line
- Compares a fast and a slow price average. Above its signal line momentum is rising, below it momentum is fading.
- Support$39.54
- The lowest closing price of the last twelve months.
- Resistance$76.27
- The highest closing price of the last twelve months.
Snapshot
Computed from the data by fixed rules, no AI
- StepStone Group Inc. belongs to the Asset Management industry (United States) and, with a market value of $6.13B, is number 48 of 131 companies in its industry on MEQIRI.
- In fiscal 2026 it reported revenue of $1.99B (up 69.7% year on year) and a loss of $521.36M.
- MEQIRI Score 48 out of 100 (Weak): rank 876 of 976 in Financial Services, median 68.
Show more
- Our model puts fair value at $84.17, with the price 42% below it.
In plain words
The numbers on this page in plain words, written by an AI
Strengths
- Growing faster than its industryRevenue up 20.4% a year since 2021, Asset Management median 10.5%.Growth 55
- Analysts expect strong earnings growthUp 21% a year through 2029 (estimates from 7 analysts).Growth 55
Weaknesses
- Margin fallingOperating margin −51.3%, average of the prior years 24.1% (to 2025).Profitability 50
- DilutionShare count up 171% since 2021.Capital allocation 22
- Loss-makingLoss of $318.27M over the last 12 months.Fundamentals 32
Its standout strength is valuation, while fundamentals and capital allocation hold the score back.
Daily figure as of 12 Nov 2026
How the score is calculatedScore overview
Fundamental quality fluctuates.
Score history
The full history of up to 20 years comes with MEQIRI Pro.
See plansCrash risk high
How well MEQIRI warnsOne of the 30% with the highest crash risk among smaller stocks.
From 2016 to 2025, 36 in 100 such stocks fell 30% or more within a year, against a group average of 23 in 100.
What drives the risk
- weak fundamentals
- high price swings
- price far below its 52-week high
Valuation
Valuation signal
Possible value trapClosing price of 11 Nov 2026, used by the daily score.
In our model the price counts as cheap below $60.12 and expensive above $140.28 (uncertainty high, based on the price swings of the past year).
Calculated with a cost of equity of 8.8%. At 9.8% the fair value would be $69.48, at 7.8% it would be $106.25.
Possible value trap: looks cheap, but score below 50, high risk, weak balance sheet.
Valuation metrics
From the cash-flow model alone; without earnings there is no industry value.
Calculate with your own assumptionsCompany performance
This shows several years of history with an automatic assessment.
Revenue
In the twelve months to 30 Sep 2026, revenue rose 51.6% on the twelve months before. Revenue swung sharply, with 1 of 10 years negative.
Margins
- Operating margin
- Net margin
In fiscal 2026: operating −51%, net −26%. Banks and insurers have no gross margin, and their net margin is not comparable with other industries. The score leaves both out. Last 12 months: net −14%.
Debt & balance sheet
Fiscal 2026For banks and insurers, deposits and liabilities are the business. Debt to equity and the current ratio say little here, and the score does not rate them.
Earnings
- Next earnings
- 4 Feb 2027in 84 days
- Last reported
- 5 Nov 2026EPS reported $0.66 (expected $0.55)above expectations
Analyst estimates
Analysts have raised their 2027 earnings estimate by 4.5% since 15 Oct 2026.
- Earnings per share
- $2.55+4.5%
- Revenue
- $1.58B+3.1%
- Earnings per share
- $3.51+4.3%
- Revenue
- $1.85B+2.4%
MEQIRI has stored the estimates since 15 Oct 2026. Until 30 days are available, the card shows the change since that day. Mean estimate according to Financial Modeling Prep. No price target and no recommendation.
Company outlook confirmed
Share price after the results: −6.8%No change to guidance; the company still expects a strong level of private wealth inflows, consistent with the pace highlighted at the start of the year.
“While the pace of subscriptions may normalize, we expect SPRING will continue to generate a healthy rate of ongoing subscriptions and that our overall Private Wealth platform will generate a strong level of annual inflows, consistent with the pace we highlighted at the beginning of this year.”The outlook is not part of the score and not a recommendation to buy or sell.
From the earnings call on 6 Aug 2026 (fiscal Q1 2027), read by AI.
Insiders
Open-market purchases and sales by executives, board members and major holders
One insider bought on the open market in the last 6 months, $5.02M in total. One insider sold, $9.61M in total.
Sales say less than purchases: many insiders sell on a fixed plan, for taxes or to diversify.
- McCabe Michael IPurchase
11 Jun 2026, Head of Strategy
- Shares
- 120,000
- Price
- $41.85
- Value
- $5.02M
- Fernandez Jose ASale
3 Jun 2026, Co-Chief Operating Officer
- Shares
- 2,290
- Price
- $42.64
- Value
- $97,646
- Fernandez Jose ASale
2 Jun 2026, Co-Chief Operating Officer
- Shares
- 100,000
- Price
- $46.55
- Value
- $4.65M
Show 1 more
- Fernandez Jose ASale
1 Jun 2026, Co-Chief Operating Officer
- Shares
- 100,000
- Price
- $48.60
- Value
- $4.86M
Partial trades from one filing are shown in one row, with the average price.
Source: Form 4 filings with the US Securities and Exchange Commission. Grants, option exercises, gifts and tax withholdings are hidden. Not a recommendation to buy.
What happened at StepStone Group
The key events of the last six months from our own data. A click takes you to the matching card.
Sector comparison
976 rated companies in Financial Services
- This company
- 48
- Sector median
- 68
Categories against the sector median
The median is the middle value: half of the companies in the sector lie above it, half below. Categories with too few comparable companies are left out.
Competitors in Asset Management
The next larger and next smaller companies by market value
- Nippon Life India Asset ManagementNAM-INDIA.NS $7.43B81
- Allfunds GroupALLFG.AS $6.68B44
- Vontobel HoldingVONN.SW $6.44B73
- EFG InternationalEFGN.SW $6.26B64
- OnexONEX.TO $5.84B54
- Azimut HoldingAZM.MI $5.79B80
- China CITIC Financial Asset Management2799.HK $5.78B59
- Blue Owl CapitalOBDC $5.47B47
ETFs that hold StepStone Group
Held by 14 ETFs on Xetra. Shown per index: the ETF with the largest weight.
| ETF | Weight | Cost | Fund size |
|---|---|---|---|
| iShares Ageing Population UCITS ETF2B77 | 0.32% | 0.40% | €807M |
| iShares S&P SmallCap 600 UCITS ETFIUS3 | 0.22% | 0.30% | €2.28B |
| State Street SPDR Russell 2000 U.S. Small Cap UCITS ETF (Acc)ZPRR | 0.13% | 0.30% | €4.22B |
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| Xtrackers Russell 2000 UCITS ETF 1CXRS2 | 0.13% | 0.30% | €2.17B |
| L&G Russell 2000 US Small Cap Quality UCITS ETFETLZ | 0.04% | 0.30% | €185.82M |
| iShares MSCI World Small Cap UCITS ETFIUSN | 0.03% | 0.35% | €8.19B |
| iShares MSCI USA Small Cap CTB Enhanced ESG UCITS ETFSXRG | 0.02% | 0.43% | €2.48B |
| iShares MSCI World Small Cap CTB Enhanced ESG UCITS ETFCBUG | 0.01% | 0.35% | €434.1M |
Holdings as reported by the funds via FMP, excluding swap ETFs (their holdings are only collateral).
Data status and sources
- Score
- Daily value of 12 Nov 2026, recalculated nightly
- Price
- Closing price of 12 Nov 2026
- Latest annual report
- Fiscal year 2026, period end 31 Mar 2026
- Source
- Financial statements, ratios and prices from Financial Modeling Prep (FMP), based on the company's reports. MEQIRI calculates the score and fair value from them.
Mandatory disclosures for this rating
- ; time horizon around 12 months
- Rated Weak, published since 7 Nov 2026 (in the score history since 30 Jan 2026)
- Valuation signal Fairly valued since 7 Nov 2026
- End-of-day prices, metrics cached for up to 24 hours
- Score and fair value are estimates from a disclosed model. They are not facts and not a price target.
- Produced by SSM Ventures UG (haftungsbeschränkt), responsible person Sven Brostmeyer, Managing Director, automatically according to the disclosed model.
- Not investment advice. Losses up to and including a total loss are possible. Personal circumstances are not considered.