STEP
StepStone Group Inc.Price & Indicators
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Technicals
trend & momentum for long-term holders SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from its earnings releases, calls, and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Assets under management | 233B | As of March 31, 2026 | — |
| Total capital | 885B | As of March 31, 2026 | — |
| adjusted EPS non-GAAP | $0.57 | Q4 FY2026 call | — |
| adjusted net income non-GAAP | $69M | Q4 FY2026 call | — |
| blended management fee rate | 64 | last 12 months call | — |
| core fee-related earnings non-GAAP | $101M | Q4 FY2026 call | — |
| core FRE margin non-GAAP | 40% | Q4 FY2026 call | — |
| fee related earnings non-GAAP | $105M | Q4 FY2026 call | — |
| fee-earning AUM increase | $5.5B | Q4 FY2026 call | — |
| fee-earning AUM plus UFEC | $184B | Q4 FY2026 call | — |
| FRE margin non-GAAP | 40% | Q4 FY2026 call | — |
| gross AUM additions | $38B | FY2026 call | — |
| gross capital formation | $14B | Q4 FY2026 call | — |
| private debt capital raised | $3B | Q4 FY2026 call | — |
| private wealth new subscriptions | $2.3B | Q4 FY2026 call | — |
| private wealth platform AUM | $18B | Q4 FY2026 call | — |
| private wealth redemptions | $300M | Q4 FY2026 call | — |
| SCRED (BDC) net assets | $2B | Q4 FY2026 call | — |
| undeployed fee-earning capital (UFEC) | $40B | Q4 FY2026 call | — |
| venture fund subscriptions | $1.2B | Q4 FY2026 call | — |
| Total capital (responsibility) | 811B | As of December 31, 2025 | — |
Figures exactly as the company stated them · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file
Versus peers
Asset Management — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
STEP
this stock
StepStone Group Inc.
|
$5.34B | -29.8% | +69.7% | — | 4.6% |
|
BLK
BlackRock, Inc.
|
$356.10B | +2.7% | +16.2% | 27.5 | 0.6% |
|
BN
BROOKFIELD Corp /ON/
|
$99.75B | -2.8% | — | — | 0.7% |
|
BX
Blackstone Inc.
|
$94.36B | -16.6% | +9.2% | 32.6 | 3.1% |
|
KKR
KKR & Co. Inc.
|
$90.72B | -20.7% | -11.0% | — | 1.7% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| STEP | +5.3% | -2.3% | -40.0% | +8.3% | -29.8% |
| SPY | +1.3% | -0.2% | +10.1% | +1.1% | +10.7% |
| vs SPY | +4.1% | -2.1% | -50.1% | +7.2% | -40.5% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.