BHF vs STEP

Comparison between Brighthouse Financial Inc (BHF, Company) and StepStone Group Inc - Class A (STEP, Company).

Both BHF and STEP are from the Financial Services sector.

5-Year PerformanceSTEP has outperformed BHF, delivering a return of +5.3% compared to +4.3%

BHF vs STEP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BHF(COMPANY)	STEP(COMPANY)
Market Cap	$3.44B	$3.43B
Max Drawdown	76.93%	61.63%
Sharpe Ratio	0.70	-0.18
5Y Beta	1.08	1.67
Industry	Insurance - Life	Asset Management
P/E Ratio	4.13	-4.63
Forward P/E	3.35	19.05
PEG Ratio	0.14	N/A
Dividend Yield	N/A	2.43%
5Y Dividends CAGR	N/A	88.59%
Debt to Equity	48.15%	-71.34%
Free Cash Flow Yield	-15.64%	0.54%
P/S Ratio	N/A	3.45
P/B Ratio	N/A	32.40

Market Cap

Winner

BHF

$3.44B

STEP

$3.43B

Max Drawdown

BHF

76.93%

Winner

STEP

61.63%

Sharpe Ratio

Winner

BHF

0.70

STEP

-0.18

5Y Beta

Winner

BHF

1.08

STEP

1.67

Industry

BHF

Insurance - Life

STEP

Asset Management

P/E Ratio

BHF

4.13

Winner

STEP

-4.63

Forward P/E

Winner

BHF

3.35

STEP

19.05

PEG Ratio

BHF

0.14

STEP

N/A

Dividend Yield

BHF

N/A

STEP

2.43%

5Y Dividends CAGR

BHF

N/A

STEP

88.59%

Debt to Equity

BHF

48.15%

Winner

STEP

-71.34%

Free Cash Flow Yield

BHF

-15.64%

Winner

STEP

0.54%

P/S Ratio

BHF

N/A

STEP

3.45

P/B Ratio

BHF

N/A

STEP

32.40

BHF vs STEP - Historical Returns

Returns include dividend reinvestment.

Period	BHF	STEP
1 month	-10.61%	+21.37%
3 months	-2.86%	-3.16%
6 months	-6.74%	-6.24%
1 year	+26.68%	-13.92%
5 years(CAGR)	+4.29%	+5.31%
10 years(CAGR)	-1.77%	N/A
Max(CAGR)	-1.77%	+16.04%

BHF

-10.61%

Winner

STEP

+21.37%

Winner

BHF

-2.86%

STEP

-3.16%

BHF

-6.74%

Winner

STEP

-6.24%

Winner

BHF

+26.68%

STEP

-13.92%

5Y(CAGR)

BHF

+4.29%

Winner

STEP

+5.31%

10Y(CAGR)

BHF

-1.77%

STEP

N/A

Max(CAGR)

BHF

-1.77%

Winner

STEP

+16.04%

BHF vs STEP - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	BHF	STEP
2026	-7.79%	-20.10%
2025	+35.01%	+12.07%
2024	-9.07%	+86.60%
2023	+3.68%	+33.05%
2022	-3.72%	-36.47%
2021	+47.08%	+9.73%
2020	-7.69%	+59.20%
2019	+23.68%	N/A
2018	-47.15%	N/A
2017	-16.23%	N/A

BHF vs STEP Drawdown Comparison

The maximum drawdown for BHF was -76.93%, occurring on Mar 20, 2020. This drawdown has not yet recovered.

The maximum drawdown for STEP was -60.20%, occurring on May 4, 2023. Recovery took 688 trading sessions.

The current BHF drawdown is -14.94%. The current STEP drawdown is -30.22%.

Rank	BHF	STEP
#1	-76.93% Jul 17, 2017 - Mar 20, 2020	-60.20% Nov 15, 2021 - Aug 13, 2024
#2	N/A	-46.90% Jan 16, 2026 - Jun 26, 2026
#3	N/A	-38.28% Nov 11, 2024 - Oct 6, 2025
#4	N/A	-23.44% Dec 31, 2020 - Jul 12, 2021
#5	N/A	-15.84% Sep 2, 2021 - Nov 9, 2021
#6	N/A	-13.33% Nov 13, 2020 - Dec 4, 2020
#7	N/A	-12.47% Oct 6, 2025 - Jan 5, 2026
#8	N/A	-7.28% Oct 9, 2020 - Nov 3, 2020
#9	N/A	-6.89% Aug 30, 2024 - Sep 18, 2024
#10	N/A	-6.65% Sep 22, 2020 - Oct 9, 2020
#11	N/A	-6.27% Aug 10, 2021 - Aug 30, 2021
#12	N/A	-5.08% Jul 29, 2021 - Aug 6, 2021
#13	N/A	-4.76% Oct 29, 2024 - Nov 6, 2024
#14	N/A	-4.11% Dec 14, 2020 - Dec 18, 2020
#15	N/A	-3.97% Jul 12, 2021 - Jul 20, 2021