Stepstone Group Stock Analysis

STEP Stock  USD 42.60  0.47  1.09%   
Stepstone Group is overvalued with Real Value of 39.08 and Target Price of 31.25. The main objective of Stepstone stock analysis is to determine its intrinsic value, which is an estimate of what Stepstone Group is worth, separate from its market price. There are two main types of Stepstone's stock analysis: fundamental analysis and technical analysis.
The Stepstone stock is traded in the USA on NASDAQ Exchange, with the market opening at 09:30:00 and closing at 16:00:00 every Mon,Tue,Wed,Thu,Fri except for officially observed holidays in the USA. Stepstone is usually not traded on Christmas Day, New Year 's Day, Dr . Martin Luther King Jr 's Birthday, Washington 's Birthday, Good Friday, Memorial Day, Juneteenth Holiday, Independence Day, Labour Day, Thanksgiving Day. Stepstone Stock trading window is adjusted to America/New York timezone.
  
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Stepstone Group. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in income.

Stepstone Stock Analysis Notes

About 17.0% of the company outstanding shares are owned by corporate insiders. The book value of Stepstone was at this time reported as 4.95. The company has Price/Earnings To Growth (PEG) ratio of 2.35. Stepstone Group last dividend was issued on the 14th of June 2024. StepStone Group Inc. is an investment firm specializing in direct, fund of funds, secondary direct, and secondary indirect investments. 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. StepStone operates under Asset Management classification in the United States and is traded on NASDAQ Exchange. It employs 840 people. To find out more about Stepstone Group contact Scott Hart at 858 558 9700 or learn more at https://www.stepstonegroup.com.

Stepstone Group Investment Alerts

Stepstone Group had very high historical volatility over the last 90 days
Stepstone Group currently holds 268.56 M in liabilities with Debt to Equity (D/E) ratio of 0.08, which may suggest the company is not taking enough advantage from borrowing. Stepstone Group has a current ratio of 0.85, indicating that it has a negative working capital and may not be able to pay financial obligations when due. Note, when we think about Stepstone's use of debt, we should always consider it together with its cash and equity.
Over 86.0% of Stepstone shares are owned by institutional investors
Latest headline from gurufocus.com: Insider Sale Director and 10 percent Owner Steven Mitchell Sells 27,500 Shares of StepStone Group Inc ...

Stepstone Group Upcoming and Recent Events

8th of February 2024
Upcoming Quarterly Report
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22nd of May 2024
Next Financial Report
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31st of December 2023
Next Fiscal Quarter End
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22nd of May 2024
Next Fiscal Year End
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30th of September 2023
Last Quarter Report
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31st of March 2023
Last Financial Announcement
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Stepstone Largest EPS Surprises

Earnings surprises can significantly impact Stepstone's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate.
Reported
Fiscal Date
Estimated EPS
Reported EPS
Surprise
2020-11-10
2020-09-300.170.190.0211 
2023-05-24
2023-03-310.280.24-0.0414 
2024-05-23
2024-03-310.280.330.0517 
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Stepstone Environmental, Social, and Governance (ESG) Scores

Stepstone's ESG score is a quantitative measure that evaluates Stepstone's performance and commitment regarding environmental, social, and governance (ESG) factors. These scores are becoming increasingly crucial in investment decision-making processes, providing insights into non-financial aspects of Stepstone's operations that may have significant financial implications and affect Stepstone's stock price as well as guide investors towards more socially responsible investments.

Stepstone Thematic Classifications

In addition to having Stepstone stock in your portfolios, you can add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your favorite investment opportunity, you can then obtain an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility. If you are a result-oriented investor, you can benefit from optimizing one of our existing themes to build an efficient portfolio against your specific investing outlook.
Investing Idea
Investing
Money and asset management including investment banking
Management Idea
Management
Management services

Stepstone Stock Institutional Investors

Shares
State Street Corporation2024-03-31
1.3 M
Geode Capital Management, Llc2024-03-31
1.2 M
Bank Of New York Mellon Corp2024-03-31
890.2 K
Grantham, Mayo, Van Otterloo & Co., Llc2024-03-31
856.3 K
T. Rowe Price Associates, Inc.2024-03-31
850.5 K
Dimensional Fund Advisors, Inc.2024-03-31
740.6 K
Loomis, Sayles & Company Lp2024-03-31
729.6 K
Capital Research Global Investors2024-03-31
628.5 K
William Blair Investment Management, Llc2024-03-31
608.8 K
Wellington Management Company Llp2024-03-31
8.1 M
Vanguard Group Inc2024-03-31
5.3 M
Note, although Stepstone's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Stepstone Market Capitalization

The company currently falls under 'Mid-Cap' category with a current market capitalization of 4.82 B.

Stepstone Profitablity

The company has Profit Margin (PM) of 0.08 %, which maeans that even a very small decline in it revenue will erase profits resulting in a net loss. This is way below average. Similarly, it shows Operating Margin (OM) of 0.28 %, which suggests for every 100 dollars of sales, it generated a net operating income of $0.28.
Last ReportedProjected for Next Year
Return On Tangible Assets 0.02  0.02 
Return On Capital Employed 0.10  0.09 
Return On Assets 0.02  0.01 
Return On Equity 0.18  0.17 

Management Efficiency

Stepstone Group has return on total asset (ROA) of 0.0328 % which means that it generated a profit of $0.0328 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of 0.0952 %, meaning that it created $0.0952 on every $100 dollars invested by stockholders. Stepstone's management efficiency ratios could be used to measure how well Stepstone manages its routine affairs as well as how well it operates its assets and liabilities. As of 06/18/2024, Return On Tangible Assets is likely to drop to 0.02. In addition to that, Return On Capital Employed is likely to drop to 0.09. As of 06/18/2024, Change To Liabilities is likely to grow to about 11.8 M, while Total Current Liabilities is likely to drop slightly above 1.1 B.
Last ReportedProjected for Next Year
Book Value Per Share 5.11  5.15 
Tangible Book Value Per Share 15.56  8.85 
Enterprise Value Over EBITDA 9.20  8.74 
Price Book Value Ratio 6.82  6.47 
Enterprise Value Multiple 9.20  8.74 
Price Fair Value 6.82  6.47 
Enterprise Value2.3 B1.3 B
The analysis of Stepstone's management efficiency is an essential part of evaluating and assessing the financial and operational performance of the entity. It is also vital to analyze Stepstone's future growth prospects and the overall market conditions to determine the value and potential of its stock. The analysis involves studying a range of financial metrics such as revenue, earnings, profit margins, cash flow, debt, market share, and external factors such as economic trends, industry outlook, competition, and government regulations. The goal of Stepstone Stock analysis is to determine whether it is undervalued, fairly valued, or overvalued and to make informed investment decisions.
Dividend Yield
0.0232
Operating Margin
0.276
Profit Margin
0.0816
Forward Dividend Yield
0.0232
Beta
1.268

Technical Drivers

As of the 18th of June 2024, Stepstone has the Coefficient Of Variation of 828.06, semi deviation of 1.95, and Risk Adjusted Performance of 0.0913. In relation to fundamental indicators, the technical analysis model makes it possible for you to check existing technical drivers of Stepstone Group, as well as the relationship between them.

Stepstone Group Price Movement Analysis

Execute Study
The output start index for this execution was twenty-three with a total number of output elements of thirty-eight. The Bollinger Bands is very popular indicator that was developed by John Bollinger. It consist of three lines. Stepstone middle band is a simple moving average of its typical price. The upper and lower bands are (N) standard deviations above and below the middle band. The bands widen and narrow when the volatility of the price is higher or lower, respectively. The upper and lower bands can also be interpreted as price targets for Stepstone Group. When the price bounces off of the lower band and crosses the middle band, then the upper band becomes the price target.

Stepstone Group Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Stepstone insiders, such as employees or executives, is commonly permitted as long as it does not rely on Stepstone's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Stepstone insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

Stepstone Predictive Daily Indicators

Stepstone intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Stepstone stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.

Stepstone Corporate Filings

F4
12th of June 2024
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
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F4
5th of June 2024
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
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F4
4th of June 2024
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
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8K
31st of May 2024
Report filed with the SEC to announce major events that shareholders should know about
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10K
24th of May 2024
Annual report required by the U.S. Securities and Exchange Commission (SEC) of a company financial performance
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8K
23rd of May 2024
Report filed with the SEC to announce major events that shareholders should know about
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8K
17th of May 2024
Report filed with the SEC to announce major events that shareholders should know about
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8K
14th of May 2024
Report filed with the SEC to announce major events that shareholders should know about
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Stepstone Forecast Models

Stepstone's time-series forecasting models are one of many Stepstone's stock analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Stepstone's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

About Stepstone Stock Analysis

Stock analysis is the technique used by a trader or investor to examine and evaluate how Stepstone prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Stepstone shares will generate the highest return on investment. We also built our stock analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas. a specific sector, or an individual Stock such as Stepstone. By using and applying Stepstone Stock analysis, traders can create a robust methodology for identifying Stepstone entry and exit points for their positions.
Last ReportedProjected for Next Year
Pretax Profit Margin 0.27  0.29 
Operating Profit Margin 0.28  0.28 
Net Profit Margin 0.08  0.08 
Gross Profit Margin 0.93  0.78 

Current Stepstone Analysis - Recommendations

We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. Stepstone analyst recommendations are determined by taking all analyst recommendations and averaging them as Strong Buy, Buy, Hold, Strong Sell or Sell. There is no one specific way to measure analysis performance other than comparing it to the past results via a very sophisticated attribution analysis. Stepstone analyst consensus and target price projections should be used in combination with other traditional techniques such as stock price forecasting, technical analysis, earnings estimate, and various momentum models.
Target PriceAdvice# of Analysts
31.25Buy7Odds
Stepstone Group current and past analyst recommendations published by a number of research institutions as well as average analyst consensus.
Most Stepstone analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to helps potential investors understand Stepstone stock's fair price compared to its market value. Analysts arrive at stock ratings after researching public financial statements of Stepstone Group, talking to its executives and customers, or listening to Stepstone conference calls.
Stepstone Analyst Advice Details

Stepstone Stock Analysis Indicators

Stepstone Group stock analysis indicators help investors evaluate how Stepstone stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing and determine when trading Stepstone shares will generate the highest return on investment. By understating and applying Stepstone stock analysis, traders can identify Stepstone position entry and exit signals to maximize returns.
Begin Period Cash Flow129.5 M
Total Stockholder Equity324.5 M
Capital Lease Obligations119.7 M
Property Plant And Equipment Net127.3 M
Cash And Short Term Investments182.3 M
Cash182.3 M
50 Day M A38.761
Net Interest Income-5.7 M
Total Current Liabilities1.7 B
Forward Price Earnings21.2314
Investments-47.3 M
Interest Expense9.3 M
Stock Based Compensation39.4 M
Common Stock Shares Outstanding66.5 M
Tax Provision27.6 M
Quarterly Earnings Growth Y O Y0.092
Other Current Assets-306.6 M
Accounts Payable127.4 M
Net Debt86.2 M
Other Operating Expenses508.3 M
Non Current Assets Total2.1 B
Liabilities And Stockholders Equity3.8 B
Non Currrent Assets Other-1.3 B

Additional Tools for Stepstone Stock Analysis

When running Stepstone's price analysis, check to measure Stepstone's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Stepstone is operating at the current time. Most of Stepstone's value examination focuses on studying past and present price action to predict the probability of Stepstone's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Stepstone's price. Additionally, you may evaluate how the addition of Stepstone to your portfolios can decrease your overall portfolio volatility.