COMP <GO>
STEP vs MC // RETURN ON INVESTED CAPITAL (ROIC)
StepStone Group Inc. (NASDAQ) VS. Moelis & Company (NYSE) • 15-METRIC TALLY: STEP 4
— MC 7
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: MC
LAST: $44.83 (+3.73%) • MKT CAP: $5.22B
roic
-35.00%
LAST: $60.98 (+4.08%) • MKT CAP: $4.59B
roic
42.80%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (STEP VS. MC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | STEP | MC | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | -35.00% | 42.80% | -77.80 | MC | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 15.2x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 1.19% | 11.50% | -10.31 | MC | /fcf-yield <GO> |
| Operating Margin | -45.50% | 20.80% | -66.30 | MC | /operating-margins <GO> |
| Net Profit Margin | -37.30% | 19.80% | -57.10 | MC | /net-margins <GO> |
| Revenue Growth (YoY) | 69.70% | 23.10% | +46.60 | STEP | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.19% | 0.00% | +2.19 | STEP | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 9/9 | -2.00 | MC | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 47.3 | 53.2 | -5.90 | MC | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.92 | 0.88 | +0.04 | STEP | /macro-sensitivity <GO> |
| Forward P/E Multiple | 18.0x | 15.2x | +2.80 | MC | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $5.22B | $4.59B | $629.9M | STEP | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | STEP REV | MC REV | STEP GROSS % | MC GROSS % | STEP FCF | MC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.99B | $766.8M | — | — | $63.9M | $540.0M |
| FY 2024 | $1.17B | $484.2M | — | — | $59.8M | $415.4M |
| FY 2023 | $711.6M | $113.0M | — | — | $129.5M | $158.5M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
STEP // BETA 0.92
MC // BETA 0.88