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Upturn AI SWOT - About
STEP 
Stepstone Group Inc (STEP)
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Upturn Advisory Summary
04/01/2025: STEP (3-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit 34.21% | Avg. Invested days 61 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 6.43B USD | Price to earnings Ratio - | 1Y Target Price 69 |
Price to earnings Ratio - | 1Y Target Price 69 | ||
Volume (30-day avg) 647669 | Beta 1.32 | 52 Weeks Range 33.32 - 69.84 | Updated Date 04/2/2025 |
52 Weeks Range 33.32 - 69.84 | Updated Date 04/2/2025 | ||
Dividends yield (FY) 1.78% | Basic EPS (TTM) -1.84 |
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 -11.29% | Operating Margin (TTM) -105.33% |
Management Effectiveness
Return on Assets (TTM) -2.33% | Return on Equity (TTM) -6.07% |
Valuation
Trailing PE - | Forward PE 24.51 | Enterprise Value 3962447612 | Price to Sales(TTM) 5.57 |
Enterprise Value 3962447612 | Price to Sales(TTM) 5.57 | ||
Enterprise Value to Revenue 3.43 | Enterprise Value to EBITDA 16.5 | Shares Outstanding 75849696 | Shares Floating 68920102 |
Shares Outstanding 75849696 | Shares Floating 68920102 | ||
Percent Insiders 18.31 | Percent Institutions 92.1 |
Analyst Ratings
Rating 3.71 | Target Price 69.71 | Buy 1 | Strong Buy 2 |
Buy 1 | Strong Buy 2 | ||
Hold 4 | Sell - | Strong Sell - | |
Strong Sell - |
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 investment industry, providing customized investment solutions and advisory services.
Core Business Areas
- Private Equity: Provides investment solutions across all private equity strategies, including fund investments, co-investments, and secondaries.
- Real Assets: Offers investment programs focused on real estate, infrastructure, and natural resources.
- Private Debt: Provides solutions in direct lending, mezzanine debt, and distressed debt strategies.
- Hedge Funds: Offers advisory and investment solutions in the hedge fund space
Leadership and Structure
Scott Hart is the CEO. The company has a hierarchical structure with various investment teams focused on specific asset classes and strategies.
Top Products and Market Share
Key Offerings
- Fund Investments: Investments in private equity, real estate, and private debt funds managed by other firms. Competitors are Hamilton Lane, Albourne Partners and Aksia.
- Co-Investments: Direct investments alongside private equity firms in portfolio companies. Competitors are Hamilton Lane, Albourne Partners and Aksia.
- Secondaries: Acquisition of existing private equity fund interests from investors seeking liquidity. Competitors are Hamilton Lane, Albourne Partners and Aksia.
Market Dynamics
Industry Overview
The private markets industry is growing, driven by demand for higher returns and diversification. It is subject to regulatory changes and economic cycles.
Positioning
Stepstone Group Inc. is a leading player with a strong global presence and a reputation for investment expertise. It has a competitive advantage through its data and analytics platform.
Total Addressable Market (TAM)
The global private equity AUM is estimated to be over $8 trillion. Stepstone is positioned to capture a share of this large and growing market, depending on market conditions and competition.
Upturn SWOT Analysis
Strengths
- Strong investment performance
- Global presence
- Experienced investment team
- Proprietary data and analytics platform
- Diversified revenue streams
Weaknesses
- Dependence on key personnel
- Illiquidity of private market investments
- Potential conflicts of interest
- High management fees
- Sensitivity to economic cycles
Opportunities
- Growth in emerging markets
- Increased demand for private market investments
- Expansion into new asset classes
- Acquisitions of smaller firms
- Technological advancements
Threats
- Increased competition
- Regulatory changes
- Economic downturns
- Geopolitical risks
- Rising interest rates
Competitors and Market Share
Key Competitors
- HLNE
- KKR
- PGIM
- BAM
Competitive Landscape
Stepstone Group Inc. competes with other private market investment firms. Its competitive advantages include its data and analytics platform and global presence.
Major Acquisitions
Swiss Capital Alternative Investments Holding AG
- Year: 2018
- Acquisition Price (USD millions):
- Strategic Rationale: Expanded StepStone's presence in Europe and added complementary expertise in alternative investments.
Growth Trajectory and Initiatives
Historical Growth: Stepstone Group Inc. has grown through a combination of organic growth and acquisitions. The pace of growth is determined by broader trends in private markets. Growth has been around 20% in the last 3 years.
Future Projections: Analyst estimates vary. Revenue growth is expected to continue, but at a more moderate pace. A target of 10-15% growth is realistic, but market and macroeconomic conditions are uncertain.
Recent Initiatives: Stepstone Group Inc. has been expanding its presence in new markets and launching new investment strategies to meet investor demand.
Summary
Stepstone Group Inc. is a strong player in the growing private markets industry with steady growth, global presence and a strong investment performance. However, it is vulnerable to illiquidity of investments, economic cycles, and rising interest rates. Strategic initiatives and diversification will bolster future prospects, though competition remains a threat. Growth in emerging markets presents further opportunities for them.
Similar Companies
APO
Apollo Global Management LLC Class A
APO
Apollo Global Management LLC Class A
BX
Blackstone Group Inc
BX
Blackstone Group Inc
HLNE
Hamilton Lane Inc
HLNE
Hamilton Lane Inc
KKR
KKR & Co LP
KKR
KKR & Co LP
Sources and Disclaimers
Data Sources:
- Company filings
- Analyst reports
- Industry publications
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Data may be 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 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 1090 | Website https://www.stepstonegroup.com |
Full time employees 1090 | Website https://www.stepstonegroup.com | ||
StepStone Group Inc. is a private equity and venture capital firm specializing in 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. StepStone Group Inc. was founded in 2007 and is based in New York, New York with additional offices across North America, South America, Europe, Australia and Asia.
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