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Upturn AI SWOT - About
STEP 
Stepstone Group Inc (STEP)
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Upturn Advisory Summary
09/15/2025: STEP (3-star) is a REGULAR-BUY. BUY since 47 days. Simulated Profits (1.45%). Updated daily EoD!
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Number of Analysts
6 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $68.4
1 Year Target Price $68.4
| 2 | Strong Buy |
| 1 | Buy |
| 3 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 91.56% | Avg. Invested days 68 | Today’s Advisory Regular Buy |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  4.0 |
| Profits based on simulation | Last Close 09/15/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 7.67B USD | Price to earnings Ratio - | 1Y Target Price 68.4 |
Price to earnings Ratio - | 1Y Target Price 68.4 | ||
Volume (30-day avg) 6 | Beta 1.36 | 52 Weeks Range 39.44 - 68.73 | Updated Date 09/15/2025 |
52 Weeks Range 39.44 - 68.73 | Updated Date 09/15/2025 | ||
Dividends yield (FY) 1.51% | Basic EPS (TTM) -3.21 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -17.1% | Operating Margin (TTM) -16.18% |
Management Effectiveness
Return on Assets (TTM) -5.22% | Return on Equity (TTM) -12.81% |
Valuation
Trailing PE - | Forward PE 33.33 | Enterprise Value 5003514369 | Price to Sales(TTM) 5.67 |
Enterprise Value 5003514369 | Price to Sales(TTM) 5.67 | ||
Enterprise Value to Revenue 3.7 | Enterprise Value to EBITDA 16.5 | Shares Outstanding 78552896 | Shares Floating 68371669 |
Shares Outstanding 78552896 | Shares Floating 68371669 | ||
Percent Insiders 12.23 | Percent Institutions 92.44 |
Upturn AI SWOT
Stepstone Group Inc
Company Overview
History and Background
Stepstone Group Inc. was founded in 2007. It has grown through acquisitions and organic growth to become a significant player in the private markets industry, providing investment solutions and advisory services.
Core Business Areas
- Private Markets Investments: Offers investment solutions across various private market asset classes, including private equity, real estate, private debt, and infrastructure.
- Private Wealth Solutions: Provides alternative investments to the high net worth individual investor via fund platforms and managed solutions
- Advisory Services: Offers strategic advice and portfolio management services to institutional investors.
Leadership and Structure
Scott Hart is the CEO. The company has a board of directors and operates with a typical corporate structure, divided into investment teams, advisory groups, and support functions.
Top Products and Market Share
Key Offerings
- Primary Fund Investments: Investments in newly formed private equity and other private market funds. Market share data is not explicitly available. Competitors include Hamilton Lane, HarbourVest Partners, and AlpInvest Partners.
- Secondary Investments: Acquisitions of existing limited partnership interests in private market funds. Market share data is not explicitly available. Competitors include Lexington Partners, Coller Capital, and Ardian.
- Co-Investments: Direct investments alongside private equity sponsors. Market share data is not explicitly available. Competitors are similar to primary and secondary investments.
Market Dynamics
Industry Overview
The private markets industry is experiencing significant growth, driven by increased institutional investor allocations and a search for higher returns. Competition is intense, with many established players and new entrants.
Positioning
Stepstone Group Inc. is a leading player in the private markets industry, offering a broad range of investment solutions and advisory services. It has a strong track record and a global presence.
Total Addressable Market (TAM)
The private markets TAM is estimated to be in the trillions of dollars. Stepstone is well-positioned to capture a share of this market through its diversified product offerings and global reach.
Upturn SWOT Analysis
Strengths
- Diversified investment platform
- Global presence
- Strong track record
- Experienced management team
- Extensive network of relationships
Weaknesses
- Dependence on key personnel
- Illiquidity of private market investments
- Potential for underperformance relative to public markets
- High management and performance fees
Opportunities
- Growth in private markets allocations
- Expansion into new asset classes
- Strategic acquisitions
- Increased demand for advisory services
- Growth of the private wealth market
Threats
- Economic downturn
- Increased competition
- Changes in regulations
- Rising interest rates
- Geopolitical instability
Competitors and Market Share
Key Competitors
- HLNE
- KKR
- APO
- BX
- PGIM
Competitive Landscape
Stepstone benefits from its broad investment platform, but faces intense competition from larger, more established firms. Differentiation through specialization and strong client relationships is key.
Major Acquisitions
Swiss Capital Alternative Investments Holding AG
- Year: 2018
- Acquisition Price (USD millions): 187
- Strategic Rationale: Expanded StepStone's platform and geographic reach in European private debt.
Growth Trajectory and Initiatives
Historical Growth: Historical growth has been driven by organic growth and acquisitions. Specific growth rates would need to be derived from financial statements.
Future Projections: Future growth projections are available from analyst reports and company guidance, which are not directly accessible through this query.
Recent Initiatives: Recent initiatives likely include new fund launches, strategic partnerships, and expansion into new markets, but further research would be needed.
Summary
Stepstone Group is a well-established player in the growing private markets space with a diversified platform. Its strengths include its global reach and experienced team. Key risks include market volatility and competition, but their strategic acquisitions help the company sustain future growth.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings (SEC), Industry reports, Analyst reports
Disclaimers:
This analysis is based on publicly available information and is not financial advice. Market share data is estimated.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Stepstone Group Inc
Exchange NASDAQ | Headquaters La Jolla, CA, United States | ||
IPO Launch date 2020-09-16 | CEO, Head of Private Equity, Director & Partner Mr. Scott Hart | ||
Sector Financial Services | Industry Asset Management | Full time employees 1160 | Website https://www.stepstonegroup.com |
Full time employees 1160 | Website https://www.stepstonegroup.com | ||
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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