STEP · StepStone Group Inc. Class A
StepStone Group Inc (STEP)
What's happening
- STEP is down 1.33% today, trading at $42.39. — Live quote
- Volume today (29,455) is well below its 3-month average of 1,290,150. (Finnhub fundamentals)
- Reports earnings on 2026-11-05, 14 days away. (Finnhub earnings calendar)
- Last quarter's EPS missed estimates: $0.48 actual vs. $0.52 estimated (-7.2%). (Finnhub earnings history)
Deterministic template sentences filled in from the same sourced figures shown elsewhere on this page -- not an AI-written summary, no live model call.
Key Statistics
Analyst Recommendations
Aggregate ratings for 2026-10-01 (15 analysts polled by Finnhub) — consensus count.
Performance Overview (Trailing returns vs S&P 500 benchmark)
Earnings Trends (Quarterly EPS Actual vs Estimate)
Valuation Measures & Ratios
Quarterly history (5 periods)
| Measure | Jun '26 | Dec '25 | Sep '25 | Jun '25 | Dec '24 |
|---|---|---|---|---|---|
| Market cap | $3.37B | $4.95B | $4.95B | $4.18B | $4.03B |
| P/E | -5.24 | -6.87 | -8.55 | -20.96 | -22.22 |
| Price/Sales | 1.89 | 2.84 | 3.47 | 3.60 | 5.15 |
| Price/Book | -6.26 | -13.06 | -21.21 | 27.16 | 19.19 |
| EV/Revenue | 1.89 | 2.99 | 3.65 | 3.83 | 5.36 |
| ROE | 119.41% | 190.09% | 247.99% | -129.59% | -86.39% |
| ROA | -8.29% | -13.74% | -10.86% | -4.17% | -4.17% |
Trailing-twelve-month ratios computed from SEC EDGAR quarterly figures and historical daily close prices (Alpaca). Diluted shares are derived from Net income ÷ EPS (diluted) for each quarter, not separately reported. Forward P/E/PEG unavailable (no free data source).
Glossary — what these abbreviations mean
- 1. TTM
- Trailing twelve months — the sum of the last four reported quarters, not a calendar year or the single latest quarter.
- 2. EPS
- Earnings per share — net income divided by diluted shares outstanding.
- 3. Beta
- A stock's historical volatility relative to the overall market. Above 1 means it has moved more than the market; below 1, less.
- 4. EV (Enterprise Value)
- Market cap plus total debt minus cash — roughly what it would cost to buy the whole company, debt included.
- 5. Forward P/E
- Price divided by analysts' estimated earnings for the next 12 months, instead of trailing actual earnings.
- 6. PEG Ratio
- P/E divided by expected earnings growth rate. A lower number can indicate a stock is cheap relative to how fast it's expected to grow.
- 7. Price / Book
- Share price divided by book value (assets minus liabilities) per share.
- 8. ROE
- Return on equity — net income divided by shareholders' equity, a measure of how efficiently a company turns equity into profit.
- 9. ROA
- Return on assets — net income divided by total assets, a measure of how efficiently a company turns assets into profit.
- 10. MRQ
- Most recent quarter — the single latest reported period, as opposed to TTM. The Financials section's "Quarterly" view below shows MRQ-style figures.
- 11. YoY
- Year over year — percent change versus the same period one year earlier, used for growth figures like those on Compare cards and the Screener.
Short Interest
Source: FINRA Rule 4560 consolidated short interest, settlement date 2026-09-30. Reported bi-monthly with a reporting lag — not real-time.
Quotes and the 1-day extended-hours chart: Yahoo Finance. Longer historical charts: Alpaca (IEX feed) — real-time but IEX-only volume (~2.5% of consolidated market volume). Fundamentals + earnings: Finnhub.
Price history
Drag horizontally to zoom into a section; use Reset view to restore all observations.
Technical signal summary
Calculating from the latest year of daily price history…
Show Technical Analysis Breakdown ▾ 10 Indicators
Not investment advice — read several signals together.
Indicators None active
History limited by data provider; markers are heuristics, not signals.
Peer and sector context
Balanced evidence
A deterministic summary of sourced facts—not an AI verdict.
Potential strengths
- Revenue growth is 4.2% on the provider's reported measure. Finnhub fundamentals ↗
- Latest SEC filing is Form 4, filed 2026-10-01; review it for current changes and risks. SEC EDGAR ↗
Potential concerns
- Net profit margin is -30.1%. Finnhub fundamentals ↗
- Trailing 52-week price return is -29.5%. Finnhub market metrics ↗
Rule-based facts only; absence from either side is not evidence, and this is not a recommendation.
More on STEP
No accessible free API for these — links go to the source directly.
Financials
Fundamental trends
Visualized from the same SEC figures in the tables below.
Income statement
| Line item | Jun '26 | Dec '25 | Sep '25 | Jun '25 | Dec '24 | Sep '24 | Jun '24 | Dec '23 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $378.9M | $586.5M | $454.2M | $364.3M | $339.0M | $271.7M | $186.4M | -$14.6M |
| Net income | -$115.8M | -$123.5M | -$366.1M | -$38.4M | -$192.0M | $17.6M | $13.3M | -$20.2M |
| EPS (diluted) | $-1.41 | $-1.55 | $-4.66 | $-0.49 | $-2.61 | $0.26 | $0.20 | $-0.32 |
| EPS (basic) | $-1.41 | $-1.55 | $-4.66 | $-0.49 | $-2.61 | $0.26 | $0.20 | $-0.32 |
| Net margin | -$31 | -$21 | -$81 | -$11 | -$57 | $6 | $7 | $138 |
Balance sheet
| Line item | Jun '26 | Mar '26 | Dec '25 | Sep '25 | Jun '25 | Mar '25 | Dec '24 | Sep '24 |
|---|---|---|---|---|---|---|---|---|
| Total assets | $7.77B | $6.76B | $5.24B | $5.33B | $4.78B | $4.59B | $4.35B | $4.04B |
| Total liabilities | $6.53B | $5.88B | $4.72B | $4.11B | $3.08B | $2.81B | $2.61B | $2.04B |
| Stockholders' equity | -$539.2M | -$413.6M | -$378.8M | -$233.5M | $153.9M | $179.4M | $209.8M | $397.5M |
| Cash & equivalents | — | — | — | — | — | — | — | — |
| Property, plant & equipment | — | $26.3M | — | — | — | $29.8M | — | — |
| Goodwill | $580.5M | $580.5M | $580.5M | $580.5M | $580.5M | $580.5M | $580.5M | $580.5M |
| Intangible assets | $212.9M | $223.0M | $233.3M | $243.5M | $253.7M | $263.9M | $274.1M | $284.4M |
| Long-term debt | — | — | $270.2M | $269.9M | $269.6M | $269.3M | $168.9M | $172.3M |
| Retained earnings | -$1.08B | -$896.9M | -$866.3M | -$720.4M | -$332.0M | -$242.5M | -$205.7M | $4.0M |
| Accumulated other comprehensive income (loss) | $1.4M | $1.1M | $876.0K | $935.0K | $944.0K | $728.0K | $341.0K | $236.0K |
Cash flow
| Line item | Jun '26 | Mar '26 | Dec '25 | Sep '25 | Jun '25 | Mar '25 | Dec '24 | Sep '24 |
|---|---|---|---|---|---|---|---|---|
| Operating cash flow | -$457.5M | -$23.2M | $27.2M | $16.2M | $46.3M | -$66.5M | $27.6M | $53.7M |
| Investing cash flow | $21.4M | $821.7M | -$67.3M | -$9.8M | -$11.8M | -$6.8M | -$2.6M | -$20.9M |
| Financing cash flow | $19.1M | -$57.8M | $51.8M | $115.6M | -$72.2M | $84.9M | $26.2M | -$724.0K |
| Free cash flow | -$458.1M | -$24.0M | $26.7M | $15.9M | $45.2M | -$69.2M | $27.0M | $52.4M |
| Capital expenditures | $549.0K | $762.0K | $432.0K | $331.0K | $1.1M | $2.7M | $566.0K | $1.3M |
| Depreciation & amortization | $11.4M | $11.4M | $11.4M | $11.5M | $11.4M | $11.4M | $11.4M | $11.4M |
| Share-based compensation | $292.8M | $180.0M | $380.4M | $875.5M | $181.7M | $120.3M | $476.3M | $35.0M |
| Deferred income taxes | — | -$195.2M | — | — | — | -$75.3M | — | — |
| Change in accounts receivable | -$23.6M | $53.6M | $10.2M | -$9.1M | $9.6M | $17.4M | -$4.6M | $9.8M |
| Purchases of investments | — | — | — | — | — | — | — | — |
| Other investing activities | — | $0 | $0 | $0 | — | $0 | $0 | -$1.0K |
| Share repurchases | $19.2M | $8.7M | — | — | $0 | $0 | — | — |
| Debt repaid | — | — | — | — | — | — | — | — |
| Tax withholding on stock comp | — | $400.0K | $0 | $0 | — | $349.0K | $0 | $1.1M |
| Other financing activities | -$1.0K | $1.0K | $0 | -$1.0K | $0 | $0 | -$3.0K | -$3.0K |
Income statement
| Line item | Mar '26 | Mar '25 | Mar '24 | Mar '23 | Mar '22 |
|---|---|---|---|---|---|
| Revenue | $1.99B | $1.17B | $711.6M | -$67.6M | $1.37B |
| Net income | -$535.8M | -$179.6M | $58.1M | -$18.4M | $193.9M |
| EPS (diluted) | $-6.78 | $-2.52 | $0.91 | $-0.30 | $3.84 |
| EPS (basic) | $-6.78 | $-2.52 | $0.91 | $-0.30 | $3.89 |
| Net margin | -$27 | -$15 | $8 | $27 | $14 |
Balance sheet
| Line item | Mar '26 | Mar '25 | Mar '24 | Mar '23 | Mar '22 |
|---|---|---|---|---|---|
| Total assets | $6.76B | $4.59B | $3.79B | $3.50B | $4.19B |
| Total liabilities | $5.88B | $2.81B | $1.92B | $1.84B | $2.36B |
| Stockholders' equity | -$413.6M | $179.4M | $324.5M | $771.6M | $817.6M |
| Cash & equivalents | — | — | — | — | $116.4M |
| Property, plant & equipment | $26.3M | $29.8M | $29.6M | $15.8M | $12.8M |
| Goodwill | $580.5M | $580.5M | $580.5M | $580.5M | $580.5M |
| Intangible assets | $223.0M | $263.9M | $304.9M | $354.6M | $398.1M |
| Long-term debt | — | $269.3M | $148.8M | $98.4M | $62.9M |
| Retained earnings | -$896.9M | -$242.5M | $13.8M | $160.4M | $229.6M |
| Accumulated other comprehensive income (loss) | $1.1M | $728.0K | $304.0K | $461.0K | $658.0K |
Cash flow
| Line item | Mar '26 | Mar '25 | Mar '24 | Mar '23 | Mar '22 |
|---|---|---|---|---|---|
| Operating cash flow | $66.5M | $64.9M | $161.5M | $151.2M | $214.3M |
| Investing cash flow | $732.9M | -$43.5M | -$47.3M | -$30.8M | -$210.2M |
| Financing cash flow | $37.4M | $87.5M | -$58.0M | -$108.0M | -$70.4M |
| Free cash flow | $63.9M | $59.8M | $141.9M | $145.6M | $212.2M |
| Capital expenditures | $2.6M | $5.1M | $19.6M | $5.6M | $2.1M |
| Depreciation & amortization | $45.7M | $45.5M | $47.6M | $47.4M | $27.0M |
| Share-based compensation | $1.62B | $650.1M | $39.4M | $24.9M | $14.0M |
| Deferred income taxes | -$195.2M | -$75.3M | $9.2M | -$12.5M | $5.9M |
| Change in accounts receivable | $64.4M | $24.1M | $12.3M | $10.3M | $1.8M |
| Purchases of investments | — | — | — | — | $0 |
| Other investing activities | $0 | -$1.0K | $0 | -$1.0K | -$35.0K |
| Share repurchases | $8.7M | $0 | $0 | — | — |
| Debt repaid | — | — | — | — | — |
| Tax withholding on stock comp | $400.0K | $1.5M | $695.0K | $2.7M | $0 |
| Other financing activities | $0 | -$5.0K | -$1.0K | -$1.0K | -$9.0K |
Source: SEC EDGAR XBRL filings (10-Q/10-K), as originally tagged by the company. Quarterly cash flow is reconstructed by de-cumulating fiscal-year-to-date figures (how cash flow is tagged in 10-Qs); other quarterly lines are reported directly.
Institutional holders
SEC Form 13F filers holding STEP as of the latest reported quarter. 13F only covers investment managers with $100M+ in assets — this is not a complete ownership picture, and does not include insiders (see Recent SEC filings below) or non-13F-eligible holders.
Insider activity
Directors, officers, and 10%+ owners' reported transactions from SEC Form 4. A filing reports a transaction; it does not by itself explain why it happened.
Source: SEC EDGAR Form 4 filings · checked 25 most recent filings · covers 2025-10-27 to 2026-09-30
Recent transactions
- Insiders have net sold 82,290 shares over the last 182 days, across 2 purchases and 7 sales.
- Most recent: Park David Y (Chief Financial Officer) — Grant / award of 70 shares on 2026-09-30.
Deterministic template sentences filled in from the SEC Form 4 figures in the tables below -- not an AI-written summary, no live model call.
Insider purchases & sales, last 6 months
Counts only open-market purchases (code P) and sales (code S) — grants, option exercises, tax withholding, and gifts are excluded since they aren't a market buy/sell decision.
Insider roster
| Name | Title | Most Recent Transaction | Date | Shares |
|---|---|---|---|---|
| Park David Y | Chief Financial Officer | Grant / award | 2026-09-30 | 70 |
| Mitchell Steven R | Director | Grant / award | 2026-09-08 | 4,828 |
| Brown Valerie Gay | Director | Grant / award | 2026-09-08 | 5,518 |
| Hoffmeister David F | Director | Grant / award | 2026-09-08 | 5,616 |
| Raymond Anne L | Director | Grant / award | 2026-09-08 | 5,124 |
| McCabe Michael I | Head of Strategy | Open market purchase | 2026-06-11 | 96,887 |
| Fernandez Jose A | Co-Chief Operating Officer | Open market sale | 2026-06-03 | 2,290 |
| Keck Thomas | Director | Grant / award | 2026-03-13 | 7,152 |
| Keathley Anthony | Chief Accounting Officer | Grant / award | 2026-03-13 | 1,612 |
| Hart Scott W | Chief Executive Officer | Grant / award | 2026-03-13 | 27,722 |
| Ment Jason P | President & Co-COO | Grant / award | 2026-03-13 | 15,525 |
Recent transactions
| Date | Insider | Title | Transaction | Shares | Price |
|---|---|---|---|---|---|
| 2026-09-30 | Park David Y | Chief Financial Officer | Grant / award | 70 | $36.89 |
| 2026-09-08 | Mitchell Steven R | Director | Grant / award | 4,828 | $50.74 |
| 2026-09-08 | Brown Valerie Gay | Director | Grant / award | 5,518 | $50.74 |
| 2026-09-08 | Hoffmeister David F | Director | Grant / award | 5,616 | $50.74 |
| 2026-09-08 | Raymond Anne L | Director | Grant / award | 5,124 | $50.74 |
| 2026-06-11 | McCabe Michael I | Head of Strategy | Open market purchase | 96,887 | $41.71 |
| 2026-06-11 | McCabe Michael I | Head of Strategy | Open market purchase | 23,113 | $42.44 |
| 2026-06-03 | Fernandez Jose A | Co-Chief Operating Officer | Open market sale | 2,290 | $42.64 |
| 2026-06-02 | Fernandez Jose A | Co-Chief Operating Officer | Open market sale | 85,200 | $46.41 |
| 2026-06-02 | Fernandez Jose A | Co-Chief Operating Officer | Open market sale | 14,800 | $47.33 |
| 2026-06-01 | Fernandez Jose A | Co-Chief Operating Officer | Open market sale | 28,324 | $47.90 |
| 2026-06-01 | Fernandez Jose A | Co-Chief Operating Officer | Open market sale | 56,176 | $48.57 |
| 2026-06-01 | Fernandez Jose A | Co-Chief Operating Officer | Open market sale | 12,117 | $49.78 |
| 2026-06-01 | Fernandez Jose A | Co-Chief Operating Officer | Open market sale | 3,383 | $50.59 |
| 2026-03-31 | Park David Y | Chief Financial Officer | Grant / award | 64 | — |
| 2026-03-31 | Fernandez Jose A | Co-Chief Operating Officer | Derivative conversion | 200,000 | — |
| 2026-03-31 | Fernandez Jose A | Co-Chief Operating Officer | Disposition to issuer | 200,000 | $0.00 |
| 2026-03-13 | Keck Thomas | Director | Grant / award | 7,152 | — |
| 2026-03-13 | Keathley Anthony | Chief Accounting Officer | Grant / award | 1,612 | — |
| 2026-03-13 | Hart Scott W | Chief Executive Officer | Grant / award | 27,722 | — |
| 2026-03-13 | Park David Y | Chief Financial Officer | Grant / award | 9,814 | — |
| 2026-03-13 | Park David Y | Chief Financial Officer | Grant / award | 22,178 | — |
| 2026-03-13 | McCabe Michael I | Head of Strategy | Grant / award | 7,152 | — |
| 2026-03-13 | Fernandez Jose A | Co-Chief Operating Officer | Grant / award | 7,152 | — |
| 2026-03-13 | Ment Jason P | President & Co-COO | Grant / award | 15,525 | — |
| 2026-02-23 | Mitchell Steven R | Director | Open market purchase | 1,200 | $44.65 |
| 2026-02-23 | Mitchell Steven R | Director | Open market purchase | 86 | $44.33 |
| 2026-02-23 | Mitchell Steven R | Director | Open market purchase | 11,507 | $44.18 |
| 2026-02-14 | Keathley Anthony | Chief Accounting Officer | Tax withholding | 296 | $56.76 |
| 2026-02-14 | Park David Y | Chief Financial Officer | Tax withholding | 3,480 | $56.76 |
| 2026-01-26 | Hart Scott W | Chief Executive Officer | Open market sale | 4,616 | $71.99 |
| 2026-01-26 | Hart Scott W | Chief Executive Officer | Open market sale | 5,384 | $72.97 |
| 2025-12-26 | Hart Scott W | Chief Executive Officer | Open market sale | 10,000 | $66.17 |
| 2025-12-10 | McCabe Michael I | Head of Strategy | Open market sale | 108,538 | $66.15 |
| 2025-12-10 | McCabe Michael I | Head of Strategy | Open market sale | 9,300 | $66.82 |
| 2025-12-10 | McCabe Michael I | Head of Strategy | Open market sale | 74,214 | $66.14 |
| 2025-11-25 | Hart Scott W | Chief Executive Officer | Open market sale | 10,000 | $61.70 |
| 2025-11-13 | Fernandez Jose A | Co-Chief Operating Officer | Open market sale | 55,444 | $62.18 |
| 2025-11-13 | Fernandez Jose A | Co-Chief Operating Officer | Open market sale | 14,958 | $62.75 |
| 2025-11-12 | Fernandez Jose A | Co-Chief Operating Officer | Open market sale | 6,586 | $61.73 |
| 2025-11-12 | Fernandez Jose A | Co-Chief Operating Officer | Open market sale | 57,798 | $62.70 |
| 2025-11-12 | Fernandez Jose A | Co-Chief Operating Officer | Open market sale | 6,020 | $63.17 |
| 2025-11-11 | Fernandez Jose A | Co-Chief Operating Officer | Open market sale | 70,204 | $61.41 |
| 2025-11-11 | Fernandez Jose A | Co-Chief Operating Officer | Open market sale | 200 | $62.07 |
| 2025-10-27 | Hart Scott W | Chief Executive Officer | Open market sale | 10,000 | $64.34 |
Recent SEC filings
Official company reports and insider transaction filings. Form 4 reports a transaction; it does not by itself explain why it happened.
Source: SEC EDGAR submissions · updated 2026-10-22 00:37 UTC
| Filed | Form | Report period | Official filing |
|---|---|---|---|
| 2026-10-01 | 4 | 2026-09-30 | View on SEC.gov → |
| 2026-09-10 | 4 | 2026-09-08 | View on SEC.gov → |
| 2026-09-10 | 4 | 2026-09-08 | View on SEC.gov → |
| 2026-09-10 | 4 | 2026-09-08 | View on SEC.gov → |
| 2026-09-10 | 4 | 2026-09-08 | View on SEC.gov → |
| 2026-09-08 | 8-K | 2026-09-08 | View on SEC.gov → |
| 2026-08-07 | 10-Q | 2026-06-30 | View on SEC.gov → |
| 2026-08-06 | 8-K | 2026-08-06 | View on SEC.gov → |
| 2026-06-11 | 4 | 2026-06-11 | View on SEC.gov → |
| 2026-06-03 | 4 | 2026-06-01 | View on SEC.gov → |
| 2026-06-01 | 8-K | 2026-05-29 | View on SEC.gov → |
| 2026-05-27 | 10-K | 2026-03-31 | View on SEC.gov → |
Recent news
Headlines about STEP (StepStone Group Inc. Class A). Links open the publisher — we don’t host full articles.
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StepStone Group Inc. (STEP) Stock Forecasts
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