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Upturn AI SWOT - About
STEP 
Stepstone Group Inc (STEP)
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Upturn Advisory Summary
08/28/2025: STEP (3-star) is a STRONG-BUY. BUY since 36 days. Profits (4.44%). 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 97.27% | Avg. Invested days 66 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  4.0 |
| Profits based on simulation | Last Close 08/28/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 7.75B 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 08/29/2025 |
52 Weeks Range 39.44 - 68.73 | Updated Date 08/29/2025 | ||
Dividends yield (FY) 1.53% | 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 2025-08-06 | When After Market | Estimate 0.4174 | Actual 0.4 |
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 33.78 | Enterprise Value 5076568577 | Price to Sales(TTM) 5.73 |
Enterprise Value 5076568577 | Price to Sales(TTM) 5.73 | ||
Enterprise Value to Revenue 3.75 | Enterprise Value to EBITDA 16.5 | Shares Outstanding 78552896 | Shares Floating 68370884 |
Shares Outstanding 78552896 | Shares Floating 68370884 | ||
Percent Insiders 12.21 | Percent Institutions 92.54 |
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 leading global private markets investment firm.
Core Business Areas
- Private Equity: Stepstone invests in private equity funds and makes direct investments in companies.
- Private Debt: Stepstone invests in private debt funds and makes direct loans to companies.
- Real Estate: Stepstone invests in real estate funds and makes direct investments in properties.
- Infrastructure: Stepstone invests in infrastructure funds and makes direct investments in infrastructure projects.
Leadership and Structure
Scott Hart is the CEO. The company has a typical corporate structure with a board of directors and various management teams overseeing different business segments.
Top Products and Market Share
Key Offerings
- Fund Investments: Investments in private equity, private debt, real estate, and infrastructure funds. Stepstone is a major player in this market and generates significant revenue. Competitors include Blackstone, KKR, and Apollo Global Management. Market share data is proprietary but is among the leaders.
- Direct Investments: Direct equity and debt investments in companies and projects. Competitors include large private equity firms and investment banks. Market share data is proprietary but significant.
- Advisory Services: Advisory services related to private markets investments. Competitors include consultants like McKinsey, Bain, BCG, and other investment advisory firms. This segment contributes a significant portion of Stepstone's overall revenue. Market share data is proprietary but among the leaders.
Market Dynamics
Industry Overview
The private markets industry is experiencing significant growth as investors seek alternative investments with higher returns. Increased regulatory scrutiny and volatility continue to be the major head winds.
Positioning
Stepstone Group Inc. is a leading player in the private markets industry, with a strong reputation and extensive network. It has a competitive advantage due to its scale, experience, and global reach.
Total Addressable Market (TAM)
The total addressable market for private markets investments is estimated to be in the trillions of dollars. Stepstone is well-positioned to capture a significant share of this market.
Upturn SWOT Analysis
Strengths
- Strong brand reputation
- Experienced management team
- Global reach
- Diversified business model
- Extensive network of relationships
Weaknesses
- Dependence on key personnel
- Complexity of private markets investments
- High management fees can be a barrier to entry for some investors.
Opportunities
- Growing demand for private markets investments
- Expansion into new geographies
- Development of new products and services
- Acquisition of complementary businesses
Threats
- Increased competition
- Economic downturn
- Regulatory changes
- Geopolitical risk
- Interest rate fluctuations
Competitors and Market Share
Key Competitors
- BX
- KKR
- APO
Competitive Landscape
Stepstone has a strong global presence and diversified product offerings, giving it a competitive edge. However, competitors like Blackstone, KKR, and Apollo manage significantly larger assets.
Major Acquisitions
Greenspring Associates
- Year: 2021
- Acquisition Price (USD millions): 725
- Strategic Rationale: Expanded Stepstone's venture capital capabilities and network.
Growth Trajectory and Initiatives
Historical Growth: Stepstone Group Inc. has experienced significant growth in recent years, driven by both organic growth and acquisitions.
Future Projections: Analysts project continued growth for Stepstone Group Inc., driven by the growing demand for private markets investments.
Recent Initiatives: Stepstone Group Inc. has been actively pursuing acquisitions and expanding into new geographies.
Summary
Stepstone Group Inc. is a strong company with a leading position in the growing private markets industry. Its diversified business model and global reach provide a competitive advantage. However, the company faces increased competition and economic uncertainty.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings
- Analyst reports
- Industry publications
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. The information is based on available data and is subject to change.
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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