COMP <GO>
STEP vs JPM // ENTERPRISE SCALE & MARKET CAP
StepStone Group Inc. (NASDAQ) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: STEP 5
— JPM 8
▲ ENTERPRISE SCALE & MARKET CAP LEADER: JPM
LAST: $43.22 (-2.81%) • MKT CAP: $5.37B
market-cap
$5.37B
LAST: $337.04 (-1.90%) • MKT CAP: $895.92B
market-cap
$895.92B
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (STEP VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | STEP | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | -35.00% | 17.37% | -52.37 | JPM | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 9.7x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 1.19% | -18.14% | +19.33 | STEP | /fcf-yield <GO> |
| Operating Margin | -45.50% | 42.07% | -87.57 | JPM | /operating-margins <GO> |
| Net Profit Margin | -37.30% | 32.63% | -69.93 | JPM | /net-margins <GO> |
| Revenue Growth (YoY) | 69.70% | 13.53% | +56.17 | STEP | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.19% | 1.96% | +0.23 | STEP | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.45 | 0.37 | +0.08 | STEP | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 2/9 | +5.00 | STEP | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.60% | 4.84% | +1.76 | JPM | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 47.6 | 49.0 | -1.48 | JPM | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.92 | 1.00 | -0.08 | JPM | /macro-sensitivity <GO> |
| Forward P/E Multiple | 18.0x | 13.6x | +4.43 | JPM | /forward-pe <GO> |
| Enterprise Scale & Market Cap ACTIVE | $5.37B | $895.92B | -$890.55B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | STEP REV | JPM REV | STEP GROSS % | JPM GROSS % | STEP FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.99B | $182.45B | 44.0% | — | $63.9M | -$147.78B |
| FY 2024 | $1.17B | $177.56B | 44.0% | — | $59.8M | -$42.01B |
| FY 2023 | $711.6M | $158.10B | 44.0% | — | $129.5M | $12.97B |
| FY 2022 | — | $128.69B | — | — | — | $107.12B |
| FY 2021 | — | $121.65B | — | — | — | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
STEP // BETA 0.92
JPM // BETA 1.00