STEP (StepStone Group) 5-Year Yield-on-Cost %: 4.11 (As of Jul. 01, 2026) — 85% Above Median


STEP StepStone Group Inc STEP
49 GF Score
Price $40.64
GF Value $90.45
Valuation Possible Value Trap
! 3 Warning Signs
View Full Analysis

What is StepStone Group 5-Year Yield-on-Cost %?

StepStone Group STEP -1.62% 49 5-Year Yield-on-Cost % is 4.11 as of Jul. 01, 2026, which is 85% above its 10-year median of 2.22. GuruFocus rates STEP with a GF Score™ of 49/100 and a GF Value™ of $90.45 (Possible Value Trap). The stock has 3 warning signs investors should review. Among 1,110 Asset Management companies, StepStone Group ranks worse than 71.53% on this metric.

StepStone Group's yield on cost for the quarter that ended in Mar. 2026 was 4.11.


The historical rank and industry rank for StepStone Group's 5-Year Yield-on-Cost % or its related term are showing as below:

STEP' s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 0.14   Med: 2.22   Max: 4.4
Current: 4.11


During the past 9 years, StepStone Group's highest Yield on Cost was 4.40. The lowest was 0.14. And the median was 2.22.


STEP's 5-Year Yield-on-Cost % is ranked worse than
71.53% of 1110 companies
in the Asset Management industry
Industry Median: 6.43 vs STEP: 4.11

StepStone Group  (NAS:STEP) 5-Year Yield-on-Cost % Explanation

Of course the risk here is that the company may not raise its dividends as it did before. The key is to select the companies that can consistently raise its dividends. Usually companies with long history of raising dividends tend to do so.


StepStone Group 5-Year Yield-on-Cost % Related Terms


STEP vs CSQ, GBDC, AB: 5-Year Yield-on-Cost % Comparison

For the Asset Management subindustry, StepStone Group's 5-Year Yield-on-Cost %, along with its competitors' market caps and 5-Year Yield-on-Cost % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


StepStone Group 5-Year Yield-on-Cost % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, StepStone Group's 5-Year Yield-on-Cost % distribution charts can be found below:

* The bar in red indicates where StepStone Group's 5-Year Yield-on-Cost % falls into.


STEP
49GF Score
StepStone Group Inc STEP
5-Year Yield-on-Cost % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

StepStone Group 5-Year Yield-on-Cost % Calculation

Dividend Yield % and dividend growth of a stock is an important factor for income investors. But if company A raises its dividend constantly faster than company B, company A's future dividend yield might be much higher than Company B's even if their yields are the same now and their stock prices do not change.

Yield on Cost assumes that you buy and the stock today, and hold it for 5 years. If the company raises it dividends at the same rate as it did over the past 5 years, the dividends investors receive annually in 5 years relative to the stock price today.

Therefore, Yield-on-Cost of StepStone Group is calculated as

Yield-on-Cost=Dividend Yield %*(1+Dividend Growth Rate)^5
Frequently Asked Questions Learn more about 5-Year Yield-on-Cost % →
What does a 5-Year Yield-on-Cost % of 4.11 mean?
StepStone Group (STEP) has a 5-Year Yield-on-Cost % of 4.11 as of Jul. 01, 2026. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on StepStone Group and its competitors. This is 85% above median its historical median of 2.22. Over the past decade, StepStone Group's 5-Year Yield-on-Cost % has ranged from 0.14 to 4.40. According to the industry distribution chart, StepStone Group ranks #794 out of 1110 companies in the Asset Management industry, placing it in the top 71.5%.
Is StepStone Group's 5-Year Yield-on-Cost % too high?
StepStone Group's current 5-Year Yield-on-Cost % of 4.11 is 85% above median its 10-year median of 2.22. Over the past 10 years, this metric has ranged from a low of 0.14 to a high of 4.40. The Asset Management industry median 5-Year Yield-on-Cost % is 6.43. StepStone Group's value of 4.11 is 36.1% below this industry median. Based on the distribution chart, StepStone Group ranks #794 out of 1110 companies in the Asset Management industry, which is below the industry midpoint. Overall, StepStone Group has a GF Score™ of 49/100 and is considered Possible Value Trap, reflecting its overall financial health beyond just this single metric.
How does StepStone Group's 5-Year Yield-on-Cost % compare to CSQ and GBDC?
According to the Asset Management industry distribution chart, StepStone Group ranks #794 out of 1110 companies for 5-Year Yield-on-Cost %. This places StepStone Group in the lower half of its industry. The industry median 5-Year Yield-on-Cost % is 6.43. StepStone Group's value of 4.11 is 36.1% below this benchmark. Historically, StepStone Group's own 5-Year Yield-on-Cost % has ranged from 0.14 to 4.40 over the past decade. While the company's 10-year median is 2.22 vs. the industry median of 6.43, StepStone Group has consistently been below the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 5-Year Yield-on-Cost % for an Asset Management company?
The median 5-Year Yield-on-Cost % among Asset Management companies is 6.43, based on 1,110 companies in the industry. Companies in the top quartile (top 25%) have a 5-Year Yield-on-Cost % significantly above this median, while those in the bottom quartile fall well below. However, 5-Year Yield-on-Cost % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. StepStone Group's current 5-Year Yield-on-Cost % of 4.11 is 36.1% below the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 5-Year Yield-on-Cost % mean?
A high 5-Year Yield-on-Cost % can signal that a stock is expensive relative to its fundamentals. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on StepStone Group and its competitors. For the Asset Management industry, the median 5-Year Yield-on-Cost % is 6.43 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. StepStone Group's current 5-Year Yield-on-Cost % is 4.11, which is 85% above median its own 10-year median of 2.22. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is StepStone Group stock overvalued right now?
Based on GuruFocus' analysis, StepStone Group (STEP) is currently considered Possible Value Trap. The stock's GF Value™ is $90.45, compared to a current price of $40.64 — trading 55.1% below its estimated fair value. The current 5-Year Yield-on-Cost % is 4.11, which is 85% above median its 10-year median of 2.22 and 36.1% below the Asset Management industry median of 6.43. StepStone Group's overall GF Score™ is 49/100 with 3 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 5-Year Yield-on-Cost % calculated?
5-Year Yield-on-Cost % is calculated from a company's financial statements. For StepStone Group (STEP), the current 5-Year Yield-on-Cost % is 4.11 as of Jul. 01, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is StepStone Group (STEP) Overvalued in 2026?

Based on GuruFocus' analysis, StepStone Group stock appears to be undervalued. The current stock price of $40.64 is trading 55.1% below its estimated GF Value™ of $90.45. GuruFocus considers StepStone Group to be Possible Value Trap.

Key valuation signals for STEP:

  • 5-Year Yield-on-Cost %: 4.11 (85% above median its 10-year median of 2.22)
  • GF Value™: $90.45 vs. price of $40.64 (55.1% below fair value)
  • GF Score™: 49/100 with 3 warning signs
  • Industry Position: 36.1% below the Asset Management median (#794 of 1110)

No single metric tells the full story. See the STEP stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


StepStone Group Business Description

Other Exchanges STEP:Mexico
Address 277 Park Avenue, 45th Floor, New York, NY, USA, 10172
StepStone Group Inc operates as a fully integrated private markets solution provider. The company provides customized investment solutions and advisory and data services. It provides investment solutions in the areas of private equity, real estate, private debt, and infrastructure and real assets. The company consists of a single operating segment and a single reportable segment for accounting and financial reporting purposes.
49GF Score

Get the complete analysis for STEP

5-Year Yield-on-Cost % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$40.64
Price
$90.45
GF Value