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Upturn AI SWOT - About
STEP 
Stepstone Group Inc (STEP)
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Upturn Advisory Summary
07/01/2025: STEP (4-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Number of Analysts
6 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $62.33
1 Year Target Price $62.33
| 2 | Strong Buy |
| 1 | Buy |
| 3 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 88.89% | Avg. Invested days 72 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  4.0 |
| Profits based on simulation | Last Close 07/01/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 6.82B USD | Price to earnings Ratio - | 1Y Target Price 62.33 |
Price to earnings Ratio - | 1Y Target Price 62.33 | ||
Volume (30-day avg) 6 | Beta 1.39 | 52 Weeks Range 39.62 - 69.04 | Updated Date 07/1/2025 |
52 Weeks Range 39.62 - 69.04 | Updated Date 07/1/2025 | ||
Dividends yield (FY) 2.45% | Basic EPS (TTM) -2.52 |
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 -15.28% | Operating Margin (TTM) -1.65% |
Management Effectiveness
Return on Assets (TTM) -3.74% | Return on Equity (TTM) -9.48% |
Valuation
Trailing PE - | Forward PE 29.85 | Enterprise Value 4395706472 | Price to Sales(TTM) 5.81 |
Enterprise Value 4395706472 | Price to Sales(TTM) 5.81 | ||
Enterprise Value to Revenue 3.74 | Enterprise Value to EBITDA 16.5 | Shares Outstanding 77517504 | Shares Floating 65844393 |
Shares Outstanding 77517504 | Shares Floating 65844393 | ||
Percent Insiders 17.8 | Percent Institutions 96.34 |
Analyst Ratings
Rating 2 | Target Price 62.33 | Buy 1 | Strong Buy 2 |
Buy 1 | Strong Buy 2 | ||
Hold 3 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Stepstone Group Inc
Company Overview
History and Background
StepStone Group was founded in 2007. It has grown through acquisitions and organic growth to become a leading global private markets investment firm. They focus on providing customized investment solutions and advisory services.
Core Business Areas
- Private Equity: StepStone provides private equity solutions including fund investments, co-investments, and secondary investments.
- Private Debt: StepStone offers private debt solutions including fund investments, co-investments, and secondary investments across the credit spectrum.
- Real Assets: StepStone provides real assets solutions including fund investments, co-investments, and secondary investments.
- Infrastructure: Stepstone provides infrastructure solutions including fund investments, co-investments, and secondary investments.
- Hedge Funds: Stepstone provides hedge funds solutions including fund investments, co-investments, and secondary investments.
- Real Estate: Stepstone provides real estate solutions including fund investments, co-investments, and secondary investments.
Leadership and Structure
Scott Hart is the CEO. The company has a typical corporate structure with various departments and teams focused on different aspects of their investment activities.
Top Products and Market Share
Key Offerings
- Fund Investments: StepStone invests in private equity, private debt, real assets, infrastructure, hedge funds, and real estate funds on behalf of its clients. They do not disclose specific market share or revenue numbers for fund investments, but their AUM is substantial. Competitors include Hamilton Lane, Pantheon Ventures, and AlpInvest Partners.
- Co-Investments: StepStone co-invests alongside private equity firms in direct investments. Competitors include Hamilton Lane, Pantheon Ventures, and AlpInvest Partners.
- Secondary Investments: StepStone purchases existing limited partner interests in private equity funds. Competitors include Lexington Partners, Landmark Partners, and Ardian.
- Advisory Services: Advisory services help institutions build portfolios. Competitors include Mercer, Willis Towers Watson, and Cambridge Associates.
Market Dynamics
Industry Overview
The private markets industry is experiencing significant growth, driven by demand for higher returns and diversification. Increased volatility in public markets is pushing capital into private markets.
Positioning
StepStone is a leading player in the private markets investment industry, known for its scale, expertise, and global reach. Their competitive advantages include a large network of relationships with private equity firms and institutional investors.
Total Addressable Market (TAM)
The total addressable market for private markets investments is estimated to be in the trillions of dollars. Stepstone is positioned to capture a meaningful share of this market due to its AUM and reputation.
Upturn SWOT Analysis
Strengths
- Strong brand reputation
- Large AUM (Assets Under Management)
- Global presence
- Experienced investment team
- Diversified product offerings
Weaknesses
- Reliance on key personnel
- Potential for conflicts of interest
- Dependence on fundraising success
- Illiquidity of underlying investments
Opportunities
- Growing demand for private markets investments
- Expansion into new geographies
- Development of new investment products
- Acquisition of smaller competitors
- Increased allocations from institutional investors
Threats
- Economic downturn
- Increased competition
- Regulatory changes
- Rising interest rates
- Geopolitical instability
Competitors and Market Share
Key Competitors
- HLNE
- PGIM
- BNED
Competitive Landscape
StepStone is a leading player in the private markets investment industry, known for its scale, expertise, and global reach. It competes with other large private equity firms and asset managers. Their competitive advantages include a large network of relationships with private equity firms and institutional investors.
Major Acquisitions
Swiss Capital Alternative Investments Holding AG
- Year: 2018
- Acquisition Price (USD millions): 87
- Strategic Rationale: Expanded their European presence and expertise in private debt.
Growth Trajectory and Initiatives
Historical Growth: StepStone has experienced significant growth in AUM and revenue over the past years, driven by organic growth and acquisitions.
Future Projections: Analyst estimates generally project continued growth in AUM and revenue, driven by strong demand for private markets investments.
Recent Initiatives: Recent strategic initiatives include expanding into new geographies, developing new investment products, and making strategic acquisitions.
Summary
Stepstone Group is a major player in the growing private markets industry, leveraging its global network and expertise. Its strong AUM and diversified offerings position it well. However, it faces risks from economic downturns, increased competition, and reliance on key personnel, thus it needs to continue to innovate and expand strategically.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company SEC Filings
- Analyst Reports
- Industry Publications
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Market share data is approximate and may vary depending on the source. Investment decisions should be based on individual research and consultation with a financial professional.
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 New York, NY, 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 1130 | Website https://www.stepstonegroup.com |
Full time employees 1130 | 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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