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Upturn AI SWOT - About
STEP 
Stepstone Group Inc (STEP)
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Upturn Advisory Summary
10/15/2025: STEP (3-star) is a STRONG-BUY. BUY since 69 days. Simulated Profits (8.99%). 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 $72.14
1 Year Target Price $72.14
| 2 | Strong Buy |
| 1 | Buy |
| 3 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 105.8% | Avg. Invested days 72 | Today’s Advisory Regular Buy |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/15/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 7.65B USD | Price to earnings Ratio - | 1Y Target Price 72.14 |
Price to earnings Ratio - | 1Y Target Price 72.14 | ||
Volume (30-day avg) 6 | Beta 1.36 | 52 Weeks Range 39.44 - 68.73 | Updated Date 10/17/2025 |
52 Weeks Range 39.44 - 68.73 | Updated Date 10/17/2025 | ||
Dividends yield (FY) 1.47% | 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 34.72 | Enterprise Value 5217963819 | Price to Sales(TTM) 5.65 |
Enterprise Value 5217963819 | Price to Sales(TTM) 5.65 | ||
Enterprise Value to Revenue 3.86 | Enterprise Value to EBITDA 16.5 | Shares Outstanding 78552912 | Shares Floating 68181571 |
Shares Outstanding 78552912 | Shares Floating 68181571 | ||
Percent Insiders 10.72 | Percent Institutions 92.78 |
Upturn AI SWOT
Stepstone Group Inc
Company Overview
History and Background
Stepstone Group Inc. was founded in 2007 and is headquartered in New York. The company is a global private markets investment firm focused on providing customized investment solutions and advisory and data services.
Core Business Areas
- Private Equity: Investment solutions including fund investments, co-investments, and secondary investments in private equity.
- Private Credit: Investment solutions focused on private credit strategies.
- Real Estate: Investment solutions focused on real estate investments.
- Infrastructure: Investment solutions focused on infrastructure investments.
- Advisory and Data Services: Provides advisory and data services related to private market investments.
Leadership and Structure
Scott Hart is the current CEO. The company operates with a partnership structure and has regional offices globally.
Top Products and Market Share
Key Offerings
- Fund Investments: Invests in private market funds managed by other firms. Difficult to pinpoint exact market share, but a significant player in the space. Competitors include Hamilton Lane, Aksia, and Portfolio Advisors.
- Co-Investments: Directly invests alongside private market funds in specific companies or assets. Difficult to pinpoint exact market share, but a significant player in the space. Competitors include Pantheon Ventures, AlpInvest Partners, and HarbourVest Partners.
- Secondary Investments: Purchases existing investor commitments to private market funds. Difficult to pinpoint exact market share, but a significant player in the space. Competitors include Coller Capital, Lexington Partners, and Landmark Partners.
Market Dynamics
Industry Overview
The private markets industry is experiencing substantial growth as investors seek alternative investments to diversify portfolios and enhance returns. Demand for private equity, private credit, real estate, and infrastructure investments is increasing.
Positioning
Stepstone Group is a leading player in the private markets investment industry, offering a comprehensive suite of solutions. The company benefits from its scale, global reach, and expertise in private markets.
Total Addressable Market (TAM)
The global private markets AUM is estimated to be in trillions of USD, with further growth expected. Stepstone is positioned to capture a significant portion of this TAM given their global reach and breadth of services.
Upturn SWOT Analysis
Strengths
- Global Reach
- Comprehensive Investment Solutions
- Experienced Investment Team
- Strong Track Record
- Diversified Platform
Weaknesses
- Dependence on Key Personnel
- Potential for Investment Losses
- Illiquidity of Private Markets
- Sensitivity to Economic Downturns
- High Management Fees
Opportunities
- Growing Demand for Private Markets
- Expansion into New Geographies
- Development of New Products
- Strategic Acquisitions
- Increased Focus on ESG Investing
Threats
- Increased Competition
- Economic Downturn
- Regulatory Changes
- Interest Rate Hikes
- Geopolitical Risks
Competitors and Market Share
Key Competitors
- HLNE
- KKR
- APO
- BX
Competitive Landscape
Stepstone Group competes with other large private market investment firms. Key differentiators include their integrated platform, global reach, and focus on customized solutions. Competition is based on investment performance, client service, and fee structure.
Major Acquisitions
Greenspring Associates
- Year: 2021
- Acquisition Price (USD millions): 725
- Strategic Rationale: Expanded Stepstone's venture capital platform and access to new clients.
Growth Trajectory and Initiatives
Historical Growth: Historical growth requires specific historical financial data, please refer to financial data sources for accurate information.
Future Projections: Future projections require specific analyst estimate, please refer to financial data sources for accurate information.
Recent Initiatives: Recent strategic initiatives require specific information from the company's press releases and investor relations pages, please refer to financial data sources for accurate information.
Summary
Stepstone Group is a leading private markets investment firm with a strong global presence and a diversified platform. The company benefits from the increasing demand for private market investments and its experienced team. However, Stepstone faces challenges from competition, economic uncertainty, and the illiquidity of private markets. The acquisition of Greenspring associates has assisted in improving and expanding the market share of STEP.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC Filings
- Company Website
- Investor Relations Materials
- Market Research Reports
- Analyst Reports
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Financial data and market share estimates are based on available information and may be subject to change. Investment decisions should be made based on thorough research and consultation with a qualified financial advisor.
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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