NASDAQ$STEP

StepStone Group LP · Q4 2024 earnings

Q4 2024 earnings · · Investor relations

Briefing

Reported results for the quarter ended March 31, 2024.

StepStone Group reported strong Q4 2024 results, with significant growth in total revenues and assets under management. The company's strategic focus on customized investment solutions and advisory services drove positive financial outcomes.

  • Management and advisory fees increased by 16% compared to Q4 2023.
  • Total revenues increased by 107% compared to Q4 2023, driven by strong performance fees.
  • Assets under management (AUM) grew to $156.6 billion, a 13% increase year-over-year.
  • Net income attributable to StepStone Group Inc. was $30.823 million, compared to $28.801 million in the same quarter last year.

Headline financials

Total Revenue

$216M

Previous: $172M+25.3%
EPS (adj)

$0.33

Previous: $0.24+37.5%
Pre-tax Adjusted Net Income

$48.5M

No prior period
Adjusted revenues

$177M

No prior period
Fee-earning AUM

$93.9B

Previous: $85.4B+9.9%
Management and advisory fees, net

$153M

No prior period
Fee-related earnings

$50.9M

Previous: $37.8M+34.7%
Assets under management

$157B

Previous: $138B+13.2%
Undeployed fee-earning capital

$22.6B

No prior period
Capital Expenditures

$915K

Previous: $2.48M-63.1%
Net Income

$82.5M

Previous: $56.8M+45.3%
Operating Income

$94.5M

Previous: $67.5M+40.0%
Gross Profit

$346M

Previous: $117M+195.8%
Stock-Based Comp

$10.9M

Previous: $9.34M+16.3%

Revenue & EPS history

StepStone · Revenue · Quarterly

$216M

Q4 2024+25.3%vs Q4 2023
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Revenue by segment

StepStone · $260M total across 4 segments · Q4 2026

  • Focused commingled funds
    $161M
  • Separately managed accounts
    $76.3M
  • Advisory and other services
    $20M
  • Fund reimbursement revenues
    $3.18M

Forward guidance

While the earnings report does not explicitly include forward guidance, based on the results, StepStone Group is likely to continue focusing on expanding its AUM and AUA through strategic investments and client relationships.

Tailwinds

  • Continued growth in management and advisory fees.
  • Strong performance in total revenues.
  • Increase in assets under management.
  • Strategic focus on customized investment solutions.
  • Expansion of client relationships.

Headwinds

  • No specific negative aspects were mentioned in the provided document.
  • However, general market risks and business conditions could impact future performance.
  • Integration of acquired businesses may present challenges.
  • Regulatory factors could pose risks.
  • Global and domestic market conditions could affect results.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q4 2024

Historical avgQ4 2024

+2.4%

Avg return

Earnings day

+2.4%

Avg return

5 days after

-2.1%

Avg return

30 days after

74%

17 / 23 earnings

Positive

+11.0%

Q4 2024

Best reaction

-7.0%

Q2 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2026+5.4%+1.2%-13.0%
Q3 2026+5.5%+0.2%-22.8%
Q2 2026-1.6%+0.9%+1.0%
Q1 2026+1.8%+8.6%+6.0%
Q4 2025+3.5%+6.3%-6.5%
Q3 2025+0.8%-6.5%-18.3%
Q2 2025+2.9%+2.9%-8.9%
Q1 2025+11.0%+12.4%+16.6%
Q4 2024+11.0%+18.3%+15.9%
Q3 2024+7.5%+2.5%-0.2%
Q2 2024-7.0%-9.3%-12.4%
Q1 2024+4.5%+1.8%+8.9%
Q4 2023-5.1%-2.8%+3.5%
Q3 2023-2.9%-5.0%-22.6%
Q2 2023+1.0%+0.3%+2.6%
Q1 2023-0.5%-2.1%-5.1%
Q4 2022+2.2%-0.2%+2.4%
Q3 2022+4.3%+1.1%-6.7%
Q2 2022+4.7%+11.7%-8.6%
Q1 2022-5.4%-1.8%-1.3%
Q4 2021+4.8%+8.0%+21.7%
Q3 2021+6.0%+4.1%-15.2%
Q2 2021+1.5%+3.6%+14.3%
Q1 2021
Q4 2020
Q3 2020
Q2 2020
Q1 2020

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro