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STEP · NASDAQ · STOCK

StepStone Group (STEP) Stock Analysis

Financial Services Updated September 06, 2026
$50.97
52W $38.85 – $77.80
53/100
$6.57B
-6.6
1.28
AI Committee Verdict
Watch
53/100
Conviction: Contested · 50% agreement · 6 analysts
+12.1%
-20.2%
0.60:1
Contested

Is STEP Bullish or Bearish?

Mixed. Innellis AI committee rates StepStone Group Inc. (STEP) Watch with a composite score of 53/100 , based on 6 analysts with 50% agreement. Last updated September 06, 2026.

What Would Change This View

Upgrade to Buy
Requires a committee score of 60.0 — +7.13 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Reduce
Requires the score to fall below 40.0 — -12.87 from today. The band boundary is 45.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee is genuinely divided. Macro Analyst sees a compelling case — vix regime is low -- calm backdrop supports risk-taking. Value Analyst remains cautious — price-to-book of 33.9x prices in significant intangible value. This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

Bull Case
  • Dividend yield of 3.3% pays you to wait — Value
  • Revenue growing 49.6% YoY -- genuine top-line momentum — Growth
  • VIX regime is low -- calm backdrop supports risk-taking — Macro
  • News sentiment is positive (+0.22 across 9 articles, 14d) — News
Bear Case
  • Price-to-book of 33.9x prices in significant intangible value — Value
  • ROE of only -98.4% -- cheap may mean cheap for a reason — Value
  • Debt-to-equity of 1.50 adds balance-sheet risk to the value case — Value
  • Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
  • MACD histogram negative -- bearish momentum — Technical
  • High leverage (debt-to-equity 1.50) amplifies downside in a stress scenario — Risk
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of September 06, 2026
Overall Committee Score
53/100
Agreement
50%
Analysts
6
Conviction
Contested
Sector Rank
Top 95%
of 211 Financial Services peers
Value Analyst bearish
32 / 100 · Moderate confidence
Multiples don't clear a genuine value bar here, or cheapness looks justified by weak fundamentals
+ Dividend yield of 3.3% pays you to wait
− Price-to-book of 33.9x prices in significant intangible value
Growth Analyst bullish
60 / 100 · Moderate confidence
Strong, accelerating growth with consistent execution
+ Revenue growing 49.6% YoY -- genuine top-line momentum
− Growth rate is decelerating quarter over quarter -- the trend line matters more than the level
Technical Analyst neutral
48 / 100 · High confidence
Mixed or range-bound price action
− MACD histogram negative -- bearish momentum
Risk Analyst bearish
32 / 100 · Moderate confidence
Elevated risk from leverage, volatility, event exposure, or portfolio concentration -- size accordingly
− High leverage (debt-to-equity 1.50) amplifies downside in a stress scenario
Macro Analyst bullish
80 / 100 · Low confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ VIX regime is low -- calm backdrop supports risk-taking
News Analyst bullish
65 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.22 across 9 articles, 14d)
Portfolio Manager neutral
45 / 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 2704.43)
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Investment Thesis Evolution

Committee score moved marginally from 52.9 to 52.9.

Comparing 2026-09-05 to 2026-09-06 (1 day apart).

Technical Analysis

RSI (14)
57.5
Neutral
MACD Histogram
-0.062
Bearish Momentum
Trend Direction
Sideways
Weekly: Downtrend
Market Structure
Hh Hl
Support
$40.65
Resistance
$57.16
Bollinger %B
0.72
Inside Bands
Price vs Moving Averages
EMA 9
$50.45 Above
EMA 21
$49.41 Above
EMA 50
$47.95 Above
EMA 200
$51.50 Below

Fundamental Analysis

Valuation
100
Growth
43
Profitability
50
Financial Health
100
Cash Flow
15
Valuation
P/E Ratio -6.6×
P/B Ratio -7.74×
PEG Ratio 0.04
Dividend Yield 3.38%
52W High $77.80
52W Low $38.85
Quality & Growth
ROE 12606.6%
ROA -770.9%
Gross Margin 6089.7%
Operating Margin -5821.9%
Revenue Growth YoY
Debt / Equity -2.91
AI Fundamental Assessment
P/E ratio of -6.6 (inexpensive relative to a 15-40x range); Price-to-book of -7.7x; PEG ratio of 0.0 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 126.1%; Return on assets of -7.7%; Net margin of -30.5%; Gross margin of 60.9%; Current ratio of 24.59 (healthy short-term liquidity); Debt-to-equity of -2.91; Free cash flow per share is negative (-5.36); Most recent quarter missed estimates by 7.2%; EPS growth decelerating (-12.3% -> -15.8% QoQ); Analyst estimates falling over recent quarters
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