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STEPStepStone Group Inc.Sell6.0·$48.31+2.68%
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StepStone Group Inc. (STEP) Stock Analysis

Recovery setup

SellModerate Confidence

Financial Services · Asset Management

Sell if holding. Engine safety override at $48.31: Quality below floor (1.7 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 6.0/10 and A.R:R 2.0:1 is above the 1.5:1 BUY gate. Specifically: Below-average business quality; Below long-term trend.

StepStone Group manages $233 billion in AUM and advises on $652 billion in AUA across private equity, infrastructure, private debt, and real estate globally, with offices in 31 cities across 19 countries. Management and advisory fees grew from $285 million in fiscal 2021 to $926... Read more

$48.31+30.6% A.UpsideScore 6.0/10#30 of 112 Asset Management
QualityF-score4 / 9FCF yield44.33%
IncomeYield3.54%(5y avg 2.28%)Payout167.21%at-risk
Stop $44.93Target $63.08(analyst − 13%)A.R:R 2.0:1
Analyst target$72.50+50.1%8 analysts
$63.08our TP
$48.31price
$72.50mean
$92

Sell if holding. Engine safety override at $48.31: Quality below floor (1.7 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 6.0/10 and A.R:R 2.0:1 is above the 1.5:1 BUY gate. Specifically: Below-average business quality; Below long-term trend. Chart setup: Death cross but MACD improving, RSI 45. Score 6.0/10, moderate confidence.

Passes 8/9 gates (positive momentum, favorable risk/reward ratio, clean insider activity, no SEC red flags, news events none recent, earnings proximity 51d clear, semi cycle peak clear, materials cycle peak clear). Suitability: moderate.

news + 30-day 8-K events · 5-min refresh

Recent developments

updated 2026-06-17

Recent Developments — StepStone Group Inc.

Generated 2026-06-17T08:21:49Z.

TrendMatrix Research · upcoming catalyst calendar

Upcoming dated catalysts

Thu, Aug 6, 202651d to earnings· next earnings call

Thesis

Rewards
No bull case signals
Risks
Quality below floor (1.7 < 4.0)

Key Metrics

P/E (TTM)
P/E (Fwd)14.2
Mkt Cap$5.9B
EV/EBITDA-5.4
Profit Mgn-26.9%
ROE-55.9%
Rev Growth55.8%
Beta1.28
Dividend3.54%
Rating analysts14

Quality Signals

Piotroski F4/9

Options Flow

P/C0.40bullish
IV94%elevated
Max Pain$45-6.9% vs spot

Concentration Risks(10-K Item 1A)

  • LOWCustomertop 10 clients17%
    10-K Item 1: 'Our top 10 clients, which contribute to 65 separate mandates and commitments to commingled funds, comprise 17% of our total management and advisory fees.'

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.

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Performance. Past performance is not indicative of future results. Performance figures reflect the published model only and do not reflect any individual subscriber's actual results.

Methodology · Editorial policy & full disclaimer

Rating Breakdown

2 floor-breakers·2 ceiling hits

Unprofitable operations — net margin -26.9%. Quality floor flags this regardless of sector context.static

Roe
0.0
Roa
0.0
Operating Margin
0.0
Net Margin
0.0
Current Ratio
3.3
Moat
4.2
Piotroski F
4.4
No competitive moatQuality concerns

Technicals below the gate floor. Component breakdown shows what dragged the score down.static

52w Position
2.9
Bollinger
3.9
Support Resistance
4.3
GatesDeath cross (50MA < 200MA)Momentum 6.5>=5.5A.R:R 2.0 ≥ 1.5Insider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 51d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARRecoverySuitability: Moderate
RSI
45 · Neutral
20D MA 50D MA 200D MADEATH CROSSSupport $39.98Resistance $54.48

Price Targets

$45
$63
A.Upside+30.6%
A.R:R2.0:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! Quality below floor (1.7 < 4.0)

Earnings

B
B
B
M
3/4 beats
Next Earnings2026-08-06 (51d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is STEP stock a buy right now?

Sell if holding. Engine safety override at $48.31: Quality below floor (1.7 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 6.0/10 and A.R:R 2.0:1 is above the 1.5:1 BUY gate. Specifically: Below-average business quality; Below long-term trend. Chart setup: Death cross but MACD improving, RSI 45. Prior stop was $44.93. Score 6.0/10, moderate confidence.

What is the STEP stock price target?

Take-profit target: $63.08 (+30.6% upside). Prior stop was $44.93. Stop-loss: $44.93.

What are the risks of investing in STEP?

Quality below floor (1.7 < 4.0).

Is STEP overvalued or undervalued?

StepStone Group Inc. trades at a P/E of N/A (forward 14.2). TrendMatrix value score: 8.8/10. Verdict: Sell.

What do analysts say about STEP?

14 analysts cover STEP with a consensus score of 4.1/5. Average price target: $73.

What does StepStone Group Inc. do?StepStone Group manages $233 billion in AUM and advises on $652 billion in AUA across private equity, infrastructure,...

StepStone Group manages $233 billion in AUM and advises on $652 billion in AUA across private equity, infrastructure, private debt, and real estate globally, with offices in 31 cities across 19 countries. Management and advisory fees grew from $285 million in fiscal 2021 to $926 million in fiscal 2026, earned from 402 bespoke SMAs and commingled funds serving pension funds, sovereign wealth funds, and family offices.

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