66.17 USD
+0.07 (+0.11%)
We assign a fundamental rating of 3 out of 10 to STEP. STEP was compared to 238 industry peers in the Capital Markets industry. STEP has a bad profitability rating. Also its financial health evaluation is rather negative. STEP is valued quite expensively, but it does show have an excellent growth rating.
1. Profitability
1.1 Basic Checks
STEP had positive earnings in the past year.
In the past year STEP had a positive cash flow from operations.
The reported net income has been mixed in the past 5 years: STEP reported negative net income in multiple years.
Each year in the past 5 years STEP had a positive operating cash flow.
1.2 Ratios
STEP's Return On Assets of -11.54% is on the low side compared to the rest of the industry. STEP is outperformed by 81.51% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | -11.54% | ||
| ROE | N/A | ||
| ROIC | N/A |
ROA(3y)-0.97%
ROA(5y)1.29%
ROE(3y)-28.2%
ROE(5y)-7.16%
ROIC(3y)N/A
ROIC(5y)N/A
1.3 Margins
STEP has a better Gross Margin (79.38%) than 84.45% of its industry peers.
In the last couple of years the Gross Margin of STEP has grown nicely.
The Profit Margin and Operating Margin are not available for STEP so they could not be analyzed.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | N/A | ||
| PM (TTM) | N/A | ||
| GM | 79.38% |
OM growth 3YN/A
OM growth 5YN/A
PM growth 3YN/A
PM growth 5YN/A
GM growth 3Y5.98%
GM growth 5Y2.12%
2. Health
2.1 Basic Checks
STEP has more shares outstanding than it did 1 year ago.
Compared to 5 years ago, STEP has more shares outstanding
The debt/assets ratio for STEP is higher compared to a year ago.
2.2 Solvency
Based on the Altman-Z score of 0.06, we must say that STEP is in the distress zone and has some risk of bankruptcy.
Looking at the Altman-Z score, with a value of 0.06, STEP is doing worse than 73.95% of the companies in the same industry.
STEP has a debt to FCF ratio of 14.26. This is a negative value and a sign of low solvency as STEP would need 14.26 years to pay back of all of its debts.
STEP has a Debt to FCF ratio (14.26) which is in line with its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | N/A | ||
| Debt/FCF | 14.26 | ||
| Altman-Z | 0.06 |
ROIC/WACCN/A
WACCN/A
2.3 Liquidity
A Current Ratio of 0.79 indicates that STEP may have some problems paying its short term obligations.
With a Current ratio value of 0.79, STEP is not doing good in the industry: 63.87% of the companies in the same industry are doing better.
A Quick Ratio of 0.79 indicates that STEP may have some problems paying its short term obligations.
Looking at the Quick ratio, with a value of 0.79, STEP is doing worse than 63.45% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 0.79 | ||
| Quick Ratio | 0.79 |
3. Growth
3.1 Past
The Earnings Per Share has grown by an impressive 26.38% over the past year.
Measured over the past years, STEP shows a quite strong growth in Earnings Per Share. The EPS has been growing by 8.39% on average per year.
The Revenue has grown by 91.10% in the past year. This is a very strong growth!
The Revenue has been growing by 21.29% on average over the past years. This is a very strong growth!
EPS 1Y (TTM)26.38%
EPS 3Y8.39%
EPS 5YN/A
EPS Q2Q%20%
Revenue 1Y (TTM)91.1%
Revenue growth 3Y-4.87%
Revenue growth 5Y21.29%
Sales Q2Q%22.68%
3.2 Future
The Earnings Per Share is expected to grow by 15.79% on average over the next years. This is quite good.
Based on estimates for the next years, STEP will show a very strong growth in Revenue. The Revenue will grow by 20.62% on average per year.
EPS Next Y1.9%
EPS Next 2Y12.9%
EPS Next 3Y15.79%
EPS Next 5YN/A
Revenue Next Year13.01%
Revenue Next 2Y21.61%
Revenue Next 3Y20.62%
Revenue Next 5YN/A
3.3 Evolution
The EPS growth rate is accelerating: in the next years the growth will be better than in the last years.
The Revenue growth rate is stable: in the next years the growth will be about the same than in the last years.
4. Valuation
4.1 Price/Earnings Ratio
A Price/Earnings ratio of 32.12 indicates a quite expensive valuation of STEP.
Based on the Price/Earnings ratio, STEP is valued a bit more expensive than 73.11% of the companies in the same industry.
STEP's Price/Earnings ratio indicates a valuation a bit more expensive than the S&P500 average which is at 26.61.
A Price/Forward Earnings ratio of 25.32 indicates a quite expensive valuation of STEP.
Based on the Price/Forward Earnings ratio, STEP is valued a bit more expensive than 64.29% of the companies in the same industry.
Compared to an average S&P500 Price/Forward Earnings ratio of 24.01, STEP is valued at the same level.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 32.12 | ||
| Fwd PE | 25.32 |
4.2 Price Multiples
Compared to the rest of the industry, the Price/Free Cash Flow ratio of STEP is on the same level as its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 413.42 | ||
| EV/EBITDA | N/A |
4.3 Compensation for Growth
The high PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates an expensive valuation of the company.
A more expensive valuation may be justified as STEP's earnings are expected to grow with 15.79% in the coming years.
PEG (NY)16.9
PEG (5Y)N/A
EPS Next 2Y12.9%
EPS Next 3Y15.79%
5. Dividend
5.1 Amount
With a Yearly Dividend Yield of 1.78%, STEP has a reasonable but not impressive dividend return.
Compared to an average industry Dividend Yield of 6.43, STEP has a dividend in line with its industry peers.
Compared to an average S&P500 Dividend Yield of 1.87, STEP has a dividend comparable with the average S&P500 company.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 1.78% |
5.2 History
STEP has been paying a dividend for over 5 years, so it has already some track record.
Dividend Growth(5Y)N/A
Div Incr Years0
Div Non Decr Years0
5.3 Sustainability
STEP has negative earnings and hence a negative payout ratio. The dividend may be in danger.
DP-17.56%
EPS Next 2Y12.9%
EPS Next 3Y15.79%
NASDAQ:STEP (12/23/2025, 11:21:52 AM)
66.17
+0.07 (+0.11%)
Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)
Earnings (Next)
Inst Owners95.4%
Inst Owner Change4.04%
Ins Owners10.59%
Ins Owner Change-4.66%
Market Cap7.83B
Revenue(TTM)1.54B
Net Income(TTM)-615.09M
Analysts78.57
Price Target75.74 (14.46%)
Short Float %4.3%
Short Ratio4.77
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 1.78% |
Yearly Dividend1.07
Dividend Growth(5Y)N/A
DP-17.56%
Div Incr Years0
Div Non Decr Years0
Ex-Date
Surprises & Revisions
EPS beat(2)1
Avg EPS beat(2)0.54%
Min EPS beat(2)-8.03%
Max EPS beat(2)9.12%
EPS beat(4)2
Avg EPS beat(4)11.84%
Min EPS beat(4)-8.03%
Max EPS beat(4)50.15%
EPS beat(8)5
Avg EPS beat(8)16.58%
EPS beat(12)5
Avg EPS beat(12)7.84%
EPS beat(16)8
Avg EPS beat(16)8.48%
Revenue beat(2)2
Avg Revenue beat(2)34.92%
Min Revenue beat(2)20.07%
Max Revenue beat(2)49.78%
Revenue beat(4)2
Avg Revenue beat(4)10.97%
Min Revenue beat(4)-17.2%
Max Revenue beat(4)49.78%
Revenue beat(8)4
Avg Revenue beat(8)10.08%
Revenue beat(12)4
Avg Revenue beat(12)-3.07%
Revenue beat(16)6
Avg Revenue beat(16)-6.29%
PT rev (1m)1.91%
PT rev (3m)11.37%
EPS NQ rev (1m)-0.78%
EPS NQ rev (3m)12.1%
EPS NY rev (1m)6.17%
EPS NY rev (3m)7.23%
Revenue NQ rev (1m)2.97%
Revenue NQ rev (3m)12.67%
Revenue NY rev (1m)-3.61%
Revenue NY rev (3m)-10.27%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 32.12 | ||
| Fwd PE | 25.32 | ||
| P/S | 5.07 | ||
| P/FCF | 413.42 | ||
| P/OCF | 331.79 | ||
| P/B | N/A | ||
| P/tB | N/A | ||
| EV/EBITDA | N/A |
EPS(TTM)2.06
EY3.11%
EPS(NY)2.61
Fwd EY3.95%
FCF(TTM)0.16
FCFY0.24%
OCF(TTM)0.2
OCFY0.3%
SpS13.05
BVpS-1.97
TBVpS-8.94
PEG (NY)16.9
PEG (5Y)N/A
Graham NumberN/A
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | -11.54% | ||
| ROE | N/A | ||
| ROCE | N/A | ||
| ROIC | N/A | ||
| ROICexc | N/A | ||
| ROICexgc | N/A | ||
| OM | N/A | ||
| PM (TTM) | N/A | ||
| GM | 79.38% | ||
| FCFM | 1.23% |
ROA(3y)-0.97%
ROA(5y)1.29%
ROE(3y)-28.2%
ROE(5y)-7.16%
ROIC(3y)N/A
ROIC(5y)N/A
ROICexc(3y)N/A
ROICexc(5y)N/A
ROICexgc(3y)N/A
ROICexgc(5y)N/A
ROCE(3y)N/A
ROCE(5y)N/A
ROICexgc growth 3YN/A
ROICexgc growth 5YN/A
ROICexc growth 3YN/A
ROICexc growth 5YN/A
OM growth 3YN/A
OM growth 5YN/A
PM growth 3YN/A
PM growth 5YN/A
GM growth 3Y5.98%
GM growth 5Y2.12%
F-Score3
Asset Turnover0.29
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | N/A | ||
| Debt/FCF | 14.26 | ||
| Debt/EBITDA | N/A | ||
| Cap/Depr | 10.2% | ||
| Cap/Sales | 0.3% | ||
| Interest Coverage | N/A | ||
| Cash Conversion | N/A | ||
| Profit Quality | N/A | ||
| Current Ratio | 0.79 | ||
| Quick Ratio | 0.79 | ||
| Altman-Z | 0.06 |
F-Score3
WACCN/A
ROIC/WACCN/A
Cap/Depr(3y)21.41%
Cap/Depr(5y)19.13%
Cap/Sales(3y)4.06%
Cap/Sales(5y)2.5%
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)26.38%
EPS 3Y8.39%
EPS 5YN/A
EPS Q2Q%20%
EPS Next Y1.9%
EPS Next 2Y12.9%
EPS Next 3Y15.79%
EPS Next 5YN/A
Revenue 1Y (TTM)91.1%
Revenue growth 3Y-4.87%
Revenue growth 5Y21.29%
Sales Q2Q%22.68%
Revenue Next Year13.01%
Revenue Next 2Y21.61%
Revenue Next 3Y20.62%
Revenue Next 5YN/A
EBIT growth 1Y-866.09%
EBIT growth 3YN/A
EBIT growth 5YN/A
EBIT Next Year24.87%
EBIT Next 3Y23.7%
EBIT Next 5YN/A
FCF growth 1Y-83.7%
FCF growth 3Y-34.43%
FCF growth 5Y-1.67%
OCF growth 1Y-82.43%
OCF growth 3Y-32.84%
OCF growth 5Y-0.3%
STEPSTONE GROUP INC-CLASS A / STEP FAQ
Can you provide the ChartMill fundamental rating for STEPSTONE GROUP INC-CLASS A?
ChartMill assigns a fundamental rating of 3 / 10 to STEP.
Can you provide the valuation status for STEPSTONE GROUP INC-CLASS A?
ChartMill assigns a valuation rating of 1 / 10 to STEPSTONE GROUP INC-CLASS A (STEP). This can be considered as Overvalued.
Can you provide the profitability details for STEPSTONE GROUP INC-CLASS A?
STEPSTONE GROUP INC-CLASS A (STEP) has a profitability rating of 3 / 10.
What is the financial health of STEPSTONE GROUP INC-CLASS A (STEP) stock?
The financial health rating of STEPSTONE GROUP INC-CLASS A (STEP) is 0 / 10.
What is the earnings growth outlook for STEPSTONE GROUP INC-CLASS A?
The Earnings per Share (EPS) of STEPSTONE GROUP INC-CLASS A (STEP) is expected to grow by 1.9% in the next year.