8-K Announcements
6Material company update
Feb 5, 2026·SEC
Material company update
Nov 6, 2025·SEC
Material company update
Sep 19, 2025·SEC
StepStone Group Inc.(STEP)Earnings, Financials & Key Ratios
STEP•NASDAQ•Banking & Credit
$53.63
$2.09B mkt cap·Price updated May 6, 2026
AboutStepStone Group Inc. is an investment firm specializing in direct, fund of funds, secondary direct, and secondary indirect investments. For direct investment, it seeks to invest in venture debt, incubation, mezzanine, distressed/vulture, seed/startup, early venture, mid venture, late venture, emerging growth, later stage, turnaround, growth capital, industry consolidation, recapitalization, and buyout investments in mature and middle market companies. It prefers to invest in natural resources, technology, healthcare, services, materials, manufacturing, consumer durables, apparel, hotels, restaurants and leisure, media, retailing, consumer staples, financials, telecommunication services, energy, infrastructure, real estate, and real asset. The firm invests globally with a focus on United States, North America, Europe, Asia, Latin America, Middle East, Africa, Brazil, Mexico, Argentina, Colombia, New Zealand, China, India, Korea, Japan, Taiwan, and Australia region. It typically invests between $15 million and $200 million in firms with enterprise value between $150 million and $25000 million. The firm invests between 5% and 40% in emerging markets. For fund of fund investment, it seeks to invest in private equity funds, venture capital funds, Special situation funds, Real estate funds, Infrastructure funds, mezzanine funds, and turnaround/distressed funds. It considers investments in both domestic and international funds. It also seeks to make co-investments and follow-on investments and considers partial interests in funds. 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.Show more
- Net Interest Income-$2M+67.3%
- Total Revenue$1.17B+65.1%
- Net Income-$180M-409.1%
- Return on Equity-9.85%-398.8%
- Net Interest Margin-0.04%+73.0%
- Efficiency Ratio13.73%-53.4%
- ROA-4.29%-368.9%
- Equity / Assets38.69%-21.8%
- Book Value per Share24.94-11.4%
- Tangible BV/Share13.07-11.9%
- Debt/Equity0.22+50.5%
STEP Key Insights
StepStone Group Inc. (STEP) fundamental analysis — strengths, weaknesses & financial health based on data analysis
✓Strengths
- ✓Efficient operations: 13.7% efficiency ratio
- ✓Well capitalized: 38.7% equity/assets
- ✓Diversified revenue: 99.1% from non-interest income
✗Weaknesses
- ✗Weak NIM of -0.0%
- ✗Trading more than 30% below 52-week high
* These insights are generated automatically based on available financial data. Please conduct your own research before making investment decisions.
STEP Price & Volume
StepStone Group Inc. (STEP) stock price & volume — 10-year historical chart
Loading chart...
STEP Growth Metrics
StepStone Group Inc. (STEP) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years-
5 Years21.34%
3 Years-4.89%
TTM-
Profit CAGR
10 Years-
5 Years-
3 Years-
TTM-319.65%
EPS CAGR
10 Years-
5 Years-
3 Years-
TTM-315.57%
Return on Capital
10 Years23.2%
5 Years18.45%
3 Years-0.63%
Last Year-10.58%
STEP Recent Earnings
StepStone Group Inc. (STEP) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 6/12 qtrs (50%)●Beat Revenue 11/12 qtrs (92%)
Q1 2026Latest
Feb 5, 2026EPS
$0.65
Est $0.60
+8.3%
Revenue
$495M
Est $395M
+25.2%
Q4 2025
Nov 6, 2025EPS
$0.54
Est $0.49
+11.3%
Revenue
$454M
Est $272M
+66.8%
Q3 2025
Aug 7, 2025EPS
$0.49
Est $0.43
-215.8%
Revenue
$366M
Est $238M
+53.6%
Q3 2025
Aug 6, 2025EPS
$0.49
Est $0.43
-215.8%
Revenue
$364M
Est $238M
+52.8%
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q1 2026Latest | Feb 5, 2026 | $0.65vs $0.60+8.3% | $495Mvs $395M+25.2% |
| Q4 2025 | Nov 6, 2025 | $0.54vs $0.49+11.3% | $454Mvs $272M+66.8% |
| Q3 2025 | Aug 7, 2025 | $0.49vs $0.43-215.8% | $366Mvs $238M+53.6% |
| Q3 2025 | Aug 6, 2025 | $0.49vs $0.43-215.8% | $364Mvs $238M+52.8% |
Based on last 12 quarters of dataView full earnings history →
STEP Peer Comparison
StepStone Group Inc. (STEP) competitors in Alternative asset managers — business model, growth, and fundamentals comparison
| Company | Market Cap | Stock Price | P/E Ratio (TTM) | Revenue Growth 1Y | Net Margin | Return on Equity (ROE) | FCF Yield | Debt / Equity |
|---|---|---|---|---|---|---|---|---|
 HLI | 10.27B | 147.23 | 25.30 | 24.81% | 20.14% | 0.20 | ||
 HLNE | 4.25B | 88.95 | 16.44 | 28.73% | 15.56% | 0.40 | ||
 GCMG | 1.6B | 11.28 | 328.86 | 15.82% | 8.9% | |||
 ARES | 40.68B | 123.86 | 63.19 | 66.55% | 6.25% | 1.71 | ||
 BX | 97.7B | 124.69 | 32.14 | 21.58% | 14.35% | 0.61 | ||
 KKR | 89.86B | 100.79 | 43.07 | -10.99% | 3.19% | 0.67 | ||
 APO | 74.68B | 129.53 | 17.84 | 16.03% | 12.07% | 0.31 | ||
 CG | 18.35B | 50.80 | 23.30 | 19.8% | 11.98% | 1.97 |
Compare STEP vs Peers
StepStone Group Inc. (STEP) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
STEP Income Statement
StepStone Group Inc. (STEP) annual income statement — 10-year revenue, gross profit & net income history
10Y historyFree accessUpdated daily
| Line item | Mar'18 | Mar'19 | Mar'20 | Mar'21 | Mar'22 | Mar'23 | Mar'24 | Mar'25 | TTM |
|---|---|---|---|---|---|---|---|---|---|
| Net Interest Income | -770K | -8.75M | -8.78M | -6.95M | -776K | -2.27M | -5.67M | -1.85M | -3.21M |
| NII Growth % | - | -1036.88% | -0.24% | 20.83% | 88.83% | -192.27% | -149.87% | 67.34% | -58.36% |
| Net Interest Margin % | -0.17% | -1.78% | -1.29% | -0.53% | -0.02% | -0.06% | -0.15% | -0.04% | -0.06% |
| Interest Income | 143K | 1.51M | 1.44M | 413K | 337K | 1.92M | 3.66M | 10.85M | 11.39M |
| Interest Expense | 913K | 10.26M | 10.21M | 7.36M | 1.11M | 4.19M | 9.33M | 12.7M | 7.03M |
| Loan Loss Provision | 145.78M | 129.56M | 230.18M | 395.8M | 787.59M | -243.37M | 320.86M | 1.25B | 772.72M |
| Non-Interest Income | 264.13M | 254.76M | 445.18M | 787.3M | 1.37B | -69.5M | 707.97M | 1.16B | 1.77B |
| Non-Interest Income % | 99.95% | 99.41% | 99.68% | 99.95% | 99.98% | 102.84% | 99.49% | 99.08% | 99.36% |
| Total Revenue | 264.27M▲ 0% | 256.27M▼ 3.0% | 446.61M▲ 74.3% | 787.72M▲ 76.4% | 1.37B▲ 73.4% | -67.57M▼ 104.9% | 711.63M▲ 1153.1% | 1.17B▲ 65.1% | 1.78B▲ 0% |
| Revenue Growth % | - | -3.03% | 74.28% | 76.38% | 73.35% | -104.95% | 1153.11% | 65.09% | 241.49% |
| Non-Interest Expense | 36.04M | 50.03M | 54.28M | 56.38M | 124.46M | 172.1M | 209.67M | 161.25M | 1.26B |
| Efficiency Ratio | 13.64% | 19.52% | 12.15% | 7.16% | 9.11% | -254.68% | 29.46% | 13.73% | 70.41% |
| Operating Income | 81.55M▲ 0% | 66.42M▼ 18.5% | 151.94M▲ 128.8% | 328.17M▲ 116.0% | 452.36M▲ 37.8% | -497K▼ 100.1% | 171.77M▲ 34661.6% | -250.72M▼ 246.0% | -982.66M▲ 0% |
| Operating Margin % | 30.86% | 25.92% | 34.02% | 41.66% | 33.13% | 0.74% | 24.14% | -21.34% | -55.12% |
| Operating Income Growth % | - | -18.55% | 128.76% | 115.98% | 37.84% | -100.11% | 34661.57% | -245.96% | - |
| Pretax Income | 85.81M▲ 0% | 61.6M▼ 28.2% | 148.74M▲ 141.5% | 337.85M▲ 127.1% | 512.58M▲ 51.7% | -41.45M▼ 108.1% | 195.4M▲ 571.4% | -222.03M▼ 213.6% | -880.88M▲ 0% |
| Pretax Margin % | 32.47% | 24.04% | 33.3% | 42.89% | 37.54% | 61.35% | 27.46% | -18.9% | -49.41% |
| Income Tax | 1.99M | 1.64M | 3.96M | 23.26M | 28.3M | 3.82M | 27.58M | -49.21M | -183.08M |
| Effective Tax Rate % | 2.31% | 2.66% | 2.66% | 6.88% | 5.52% | -9.22% | 14.11% | 22.16% | 20.78% |
| Net Income | 81.44M▲ 0% | 0▼ 100.0% | 0▲ 0% | 62.63M▲ 0% | 193.88M▲ 209.6% | -18.4M▼ 109.5% | 58.09M▲ 415.7% | -179.56M▼ 409.1% | -546.52M▲ 0% |
| Net Margin % | 30.82% | 0% | 0% | 7.95% | 14.2% | 27.23% | 8.16% | -15.28% | -30.66% |
| Net Income Growth % | - | -100% | - | - | 209.55% | -109.49% | 415.75% | -409.11% | -319.65% |
| Net Income (Continuing) | 83.82M | 59.96M | 144.78M | 314.59M | 484.28M | -45.27M | 167.82M | -172.83M | -697.8M |
| EPS (Diluted) | 3.06▲ 0% | 2.25▼ 26.5% | 4.51▲ 100.4% | 2.06▼ 54.3% | 3.84▲ 86.4% | -0.30▼ 107.8% | 0.91▲ 403.3% | -2.52▼ 376.9% | -6.88▲ 0% |
| EPS Growth % | - | -26.47% | 100.44% | -54.32% | 86.41% | -107.81% | 403.33% | -376.92% | -315.57% |
| EPS (Basic) | 3.06 | 2.25 | 4.51 | 2.11 | 3.89 | -0.30 | 0.92 | -2.52 | - |
| Diluted Shares Outstanding | 29.24M | 29.24M | 26.61M | 33.27M | 53.6M | 61.88M | 66.54M | 71.14M | 79.47M |
STEP Balance Sheet
StepStone Group Inc. (STEP) balance sheet — assets, liabilities & shareholders' equity
| Line item | Mar'18 | Mar'19 | Mar'20 | Mar'21 | Mar'22 | Mar'23 | Mar'24 | Mar'25 | TTM |
|---|---|---|---|---|---|---|---|---|---|
| Cash & Short Term Investments | 106.3M | 40.62M | 89.94M | 179.89M | 116.39M | 128.56M | 181.59M | 289.3M | 1.17B |
| Cash & Due from Banks | 106.3M | 40.62M | 89.94M | 179.89M | 116.39M | 128.56M | 181.59M | 289.3M | 266.07M |
| Short Term Investments | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Total Investments | 35.53M | 86.66M | 53.39M | 74.38M | 1.44B | 916.43M | 898.1M | 1.23B | 105.15M |
| Investments Growth % | - | 143.87% | -38.39% | 39.32% | 1838.22% | -36.43% | -2% | 36.73% | 45.99% |
| Long-Term Investments | 35.53M | 86.66M | 53.39M | 74.38M | 1.44B | 916.43M | 898.1M | 1.23B | 4.23B |
| Accounts Receivables | 19.94M | 24.27M | 25.12M | 32.1M | 34.14M | 44.45M | 56.77M | 80.87M | 79.67M |
| Goodwill & Intangibles | 16.56M | 20.65M | 15.62M | 12.28M | 978.67M | 935.19M | 885.41M | 844.41M | 813.79M |
| Goodwill | 5.76M | 6.79M | 6.79M | 6.79M | 580.54M | 580.54M | 580.54M | 580.54M | 580.54M |
| Intangible Assets | 10.8M | 13.86M | 8.83M | 5.49M | 398.13M | 354.64M | 304.87M | 263.87M | 233.25M |
| PP&E (Net) | 5.36M | 0 | 0 | 10.23M | 61.06M | 116.97M | 127.32M | 121.64M | 84.02M |
| Other Assets | 9.87M | 18.2M | 25.5M | 14.49M | 27.43M | 28.99M | 32.8M | 50.76M | 0 |
| Total Current Assets | 398M | 366.22M | 585.59M | 1.12B | 1.65B | 1.46B | 1.66B | 1.96B | 345.74M |
| Total Non-Current Assets | 67.31M | 125.5M | 95.24M | 200.82M | 2.54B | 2.04B | 2.13B | 2.63B | 1.59B |
| Total Assets | 465.31M▲ 0% | 491.72M▲ 5.7% | 680.83M▲ 38.5% | 1.32B▲ 94.0% | 4.19B▲ 217.1% | 3.5B▼ 16.5% | 3.79B▲ 8.3% | 4.59B▲ 21.1% | 5.24B▲ 0% |
| Asset Growth % | - | 5.68% | 38.46% | 93.99% | 217.1% | -16.49% | 8.33% | 21.06% | 98.27% |
| Return on Assets (ROA) | 17.5% | - | - | 6.26% | 7.04% | -0.48% | 1.59% | -4.29% | -10.43% |
| Accounts Payable | 18.17M | 35.03M | 36.22M | 47.72M | 80.54M | 89.4M | 127.42M | 89.73M | 0 |
| Total Debt | 9.87M | 160.81M | 143.14M | 0 | 133.84M | 219.57M | 268.56M | 382.79M | 0 |
| Net Debt | -96.43M | 120.18M | 53.2M | -179.89M | 17.46M | 91.01M | 86.97M | 93.48M | -266.07M |
| Long-Term Debt | 144.46M | 143.85M | 143.14M | 0 | 0 | 0 | 0 | 0 | 0 |
| Short-Term Debt | 0 | 16.95M | 0 | 0 | 62.88M | 98.35M | 148.82M | 269.27M | 0 |
| Other Liabilities | 8.45M | 14.89M | 23.18M | 34.22M | 46.4M | 67.18M | 103.13M | 754.27M | 0 |
| Total Current Liabilities | 174.76M | 187.32M | 277.53M | 626.86M | 2.25B | 1.66B | 1.69B | 1.94B | 0 |
| Total Non-Current Liabilities | 152.91M | 158.74M | 166.33M | 34.22M | 117.36M | 188.4M | 222.87M | 867.79M | 0 |
| Total Liabilities | 327.67M | 346.06M | 443.86M | 661.08M | 2.36B | 1.84B | 1.92B | 2.81B | 4.72B |
| Total Equity | 503.48M▲ 0% | 145.66M▼ 71.1% | 236.97M▲ 62.7% | 659.69M▲ 178.4% | 1.82B▲ 176.5% | 1.65B▼ 9.4% | 1.87B▲ 13.3% | 1.77B▼ 5.3% | -206.92M▲ 0% |
| Equity Growth % | - | -71.07% | 62.68% | 178.39% | 176.54% | -9.37% | 13.3% | -5.27% | -168.34% |
| Equity / Assets (Capital Ratio) | 108.2% | 29.62% | 34.81% | 49.95% | 43.56% | 47.27% | 49.44% | 38.69% | -3.95% |
| Return on Equity (ROE) | 16.18% | - | - | 13.97% | 15.61% | -1.06% | 3.29% | -9.85% | -48.68% |
| Book Value per Share | 17.22 | 4.98 | 8.90 | 19.83 | 34.04 | 26.72 | 28.15 | 24.94 | -2.60 |
| Tangible BV per Share | 16.65 | 4.28 | 8.32 | 19.46 | 15.78 | 11.60 | 14.84 | 13.07 | -12.84 |
| Common Stock | 121.17M | 128.43M | 216.05M | 95K | 109K | 109K | 111K | 117K | 119K |
| Additional Paid-in Capital | 0 | 0 | 0 | 188.75M | 587.24M | 610.57M | 310.29M | 421.06M | 0 |
| Retained Earnings | 0 | 0 | 0 | 60.41M | 229.62M | 160.43M | 13.77M | -242.55M | -866.33M |
| Accumulated OCI | 137.65M | 283K | 178K | 155K | 658K | 461K | 304K | 728K | 876K |
| Treasury Stock | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Preferred Stock | 204.7M | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
STEP Cash Flow Statement
StepStone Group Inc. (STEP) cash flow — operating, investing & free cash flow history
| Line item | Mar'18 | Mar'19 | Mar'20 | Mar'21 | Mar'22 | Mar'23 | Mar'24 | Mar'25 | TTM |
|---|---|---|---|---|---|---|---|---|---|
| Cash from Operations | 53.61M | 51.45M | 65.93M | 149.3M | 214.28M | 151.18M | 161.52M | 64.93M | 64.93M |
| Operating CF Growth % | - | -4.03% | 28.14% | 126.45% | 43.52% | -29.45% | 6.84% | -59.8% | -1051.03% |
| Net Income | 83.82M | 59.96M | 144.78M | 314.59M | 484.28M | -45.27M | 58.09M | -172.83M | -546.52M |
| Depreciation & Amortization | 4.33M | 7.88M | 7.08M | 5.5M | 26.98M | 47.44M | 47.59M | 45.49M | 34.29M |
| Deferred Taxes | 0 | 0 | 0 | 15.91M | 6.22M | -12.69M | 9.21M | -75.06M | -168.61M |
| Other Non-Cash Items | -93.81M | -16.44M | -81.49M | -223.85M | -308.56M | 169.53M | -46.95M | -363M | 632.11M |
| Working Capital Changes | 59.08M | -1.68M | -6.35M | 29.25M | -8.63M | -32.76M | 18.89M | -19.81M | -46.87M |
| Cash from Investing | -6.6M | -61.89M | 35.81M | -11.17M | -210.24M | -30.81M | -47.35M | -43.48M | -95.64M |
| Purchase of Investments | -5.87M | -100.58M | -40.2M | -14.05M | -39.65M | -21.64M | -112.98M | -58.61M | -277.6M |
| Sale/Maturity of Investments | 0 | 1000K | 1000K | 0 | 0 | 0 | 1000K | 0 | 1000K |
| Net Investment Activity | -5.87M | -99.58M | -39.2M | -14.05M | -39.65M | -21.64M | -111.98M | -58.61M | -276.6M |
| Acquisitions | 0 | -8.96M | 0 | 0 | -181.53M | -13.39M | 0 | -19.6M | 0 |
| Other Investing | 2.71M | 4.21M | 5.5M | 4.14M | 13.04M | 9.84M | 17.87M | 39.84M | 180.42M |
| Cash from Financing | 38.82M | -55.52M | -52.17M | -45.31M | -70.44M | -108.02M | -57.98M | 87.48M | 84.9M |
| Dividends Paid | -88.36M | 0 | 0 | -2.05M | -23.87M | -49.97M | -68.47M | -75.84M | -162.78M |
| Share Repurchases | 0 | 0 | 0 | 0 | -13.43M | 0 | 0 | 0 | 0 |
| Stock Issued | 0 | 0 | 0 | 337.8M | 13.43M | 0 | 12.46M | 22.12M | 3.88M |
| Net Stock Activity | 0 | 0 | 0 | 337.8M | 0 | 0 | 12.46M | 22.12M | 3.88M |
| Debt Issuance (Net) | 1000K | -1000K | -1000K | -1000K | 1000K | 1000K | 1000K | 1000K | 2M |
| Other Financing | -8.85M | -54.18M | -50.7M | -234.06M | -124.99M | -93.05M | -51.96M | 16.24M | 133.8M |
| Net Change in Cash | 85.91M▲ 0% | -65.67M▼ 176.4% | 49.32M▲ 175.1% | 93.92M▲ 90.4% | -66.41M▼ 170.7% | 12.07M▲ 118.2% | 52.8M▲ 337.5% | 107.49M▲ 103.6% | 87.2M▲ 0% |
| Exchange Rate Effect | 76K | 288K | -252K | 1000K | -15K | -287K | -1000K | -1000K | -1.05M |
| Cash at Beginning | 20.38M | 106.3M | 40.62M | 89.94M | 183.86M | 117.45M | 129.52M | 182.31M | 366.71M |
| Cash at End | 106.3M | 40.62M | 89.94M | 183.86M | 117.45M | 129.52M | 182.31M | 289.8M | 0 |
| Interest Paid | 792K | 9.49M | 9.36M | 3.49M | 829K | 3.55M | 8.46M | 7.24M | 0 |
| Income Taxes Paid | 1.86M | 1.74M | 2.78M | 3.41M | 11.69M | 29.49M | 14.29M | 14.14M | 0 |
| Free Cash Flow | 50.18M▲ 0% | 48.41M▼ 3.5% | 65.09M▲ 34.5% | 148.04M▲ 127.4% | 212.18M▲ 43.3% | 145.56M▼ 31.4% | 141.91M▼ 2.5% | 59.83M▼ 57.8% | 18.64M▲ 0% |
| FCF Growth % | - | -3.53% | 34.46% | 127.43% | 43.32% | -31.4% | -2.5% | -57.84% | -86.27% |
STEP Banking Ratios
StepStone Group Inc. (STEP) financial ratios — P/E, ROE, debt and 30+ core market and balance-sheet ratios
| Metric | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | TTM |
|---|---|---|---|---|---|---|---|---|
| Return on Equity (ROE) | - | - | 13.97% | 15.61% | -1.06% | 3.29% | -9.85% | -48.68% |
| Return on Assets (ROA) | - | - | 6.26% | 7.04% | -0.48% | 1.59% | -4.29% | -10.43% |
| Net Interest Margin | -1.78% | -1.29% | -0.53% | -0.02% | -0.06% | -0.15% | -0.04% | -0.06% |
| Efficiency Ratio | 19.52% | 12.15% | 7.16% | 9.11% | -254.68% | 29.46% | 13.73% | 70.41% |
| Equity / Assets | 29.62% | 34.81% | 49.95% | 43.56% | 47.27% | 49.44% | 38.69% | -3.95% |
| Book Value / Share | 4.98 | 8.9 | 19.83 | 34.04 | 26.72 | 28.15 | 24.94 | -2.6 |
| NII Growth | -1036.88% | -0.24% | 20.83% | 88.83% | -192.27% | -149.87% | 67.34% | -3.68% |
| Dividend Payout | - | - | 3.27% | 12.31% | - | 117.87% | - | -16.52% |
STEP SEC Filings & Documents
StepStone Group Inc. (STEP) SEC filings — annual & quarterly reports (10-K, 10-Q)
STEP Frequently Asked Questions
StepStone Group Inc. (STEP) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
StepStone Group Inc. (STEP) grew revenue by 65.1% over the past year. This is strong growth.
StepStone Group Inc. (STEP) reported a net loss of $546.5M for fiscal year 2025.
Dividend & Returns
Yes, StepStone Group Inc. (STEP) pays a dividend with a yield of 1.99%. This makes it attractive for income-focused investors.
StepStone Group Inc. (STEP) has a return on equity (ROE) of -9.8%. Negative ROE indicates the company is unprofitable.
Industry Metrics
StepStone Group Inc. (STEP) has a net interest margin (NIM) of -0.0%. NIM has been under pressure due to interest rate environment.
StepStone Group Inc. (STEP) has an efficiency ratio of 13.7%. This is excellent, indicating strong cost control.
Explore More STEP
StepStone Group Inc. (STEP) financial analysis — history, returns, DCA and operating performance tools
Total Return Calculator
Historical returns with dividends reinvested
DCA Calculator
Dollar cost averaging vs lump sum
Dividend History
Yield, growth, payout safety & DRIP
Earnings History
EPS trends, net income & profitability
Price History
Long-term charts & historical price data
Revenue History
Sales growth patterns & revenue breakdown
Financial Ratios
30 years of market, efficiency and balance-sheet ratios
Valuation
DCF intrinsic value, peer multiples & estimates