BKU vs STEP

Comparison between BankUnited Inc (BKU, Company) and StepStone Group Inc - Class A (STEP, Company).

Both BKU and STEP are from the Financial Services sector.

5-Year PerformanceBKU has outperformed STEP, delivering a return of +6.1% compared to +5.3%

BKU vs STEP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BKU(COMPANY)	STEP(COMPANY)
Market Cap	$3.43B	$3.43B
Max Drawdown	68.38%	61.63%
Sharpe Ratio	1.11	-0.18
5Y Beta	1.15	1.67
Industry	Banks - Regional	Asset Management
P/E Ratio	46.29	-4.63
Forward P/E	10.88	19.05
Dividend Yield	2.77%	2.43%
5Y Dividends CAGR	11.56%	88.59%
5Y EPS CAGR	-23.28%	N/A
Debt to Equity	0.00%	-71.34%
Free Cash Flow Yield	10.84%	0.54%
P/S Ratio	N/A	3.45
P/B Ratio	N/A	32.40

Market Cap

Winner

BKU

$3.43B

STEP

$3.43B

Max Drawdown

BKU

68.38%

Winner

STEP

61.63%

Sharpe Ratio

Winner

BKU

1.11

STEP

-0.18

5Y Beta

Winner

BKU

1.15

STEP

1.67

Industry

BKU

Banks - Regional

STEP

Asset Management

P/E Ratio

BKU

46.29

Winner

STEP

-4.63

Forward P/E

Winner

BKU

10.88

STEP

19.05

Dividend Yield

Winner

BKU

2.77%

STEP

2.43%

5Y Dividends CAGR

BKU

11.56%

Winner

STEP

88.59%

5Y EPS CAGR

BKU

-23.28%

STEP

N/A

Debt to Equity

BKU

0.00%

Winner

STEP

-71.34%

Free Cash Flow Yield

Winner

BKU

10.84%

STEP

0.54%

P/S Ratio

BKU

N/A

STEP

3.45

P/B Ratio

BKU

N/A

STEP

32.40

BKU vs STEP - Historical Returns

Returns include dividend reinvestment.

Period	BKU	STEP
1 month	-0.21%	+21.37%
3 months	+5.06%	-3.16%
6 months	-0.48%	-6.24%
1 year	+29.49%	-13.92%
5 years(CAGR)	+6.06%	+5.31%
10 years(CAGR)	+8.10%	N/A
Max(CAGR)	+6.44%	+16.04%

BKU

-0.21%

Winner

STEP

+21.37%

Winner

BKU

+5.06%

STEP

-3.16%

Winner

BKU

-0.48%

STEP

-6.24%

Winner

BKU

+29.49%

STEP

-13.92%

5Y(CAGR)

Winner

BKU

+6.06%

STEP

+5.31%

10Y(CAGR)

BKU

+8.10%

STEP

N/A

Max(CAGR)

BKU

+6.44%

Winner

STEP

+16.04%

BKU vs STEP - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	BKU	STEP
2026	+9.09%	-20.10%
2025	+21.69%	+12.07%
2024	+21.94%	+86.60%
2023	+1.65%	+33.05%
2022	-19.48%	-36.47%
2021	+26.02%	+9.73%
2020	-0.88%	+59.20%
2019	+22.66%	N/A
2018	-24.26%	N/A
2017	+10.68%	N/A
2016	+9.06%	N/A
2015	+26.67%	N/A
2014	-8.53%	N/A
2013	+35.31%	N/A
2012	+14.26%	N/A
2011	-20.76%	N/A

BKU vs STEP Drawdown Comparison

The maximum drawdown for BKU was -66.60%, occurring on May 15, 2020. Recovery took 673 trading sessions.

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

The current BKU drawdown is -4.78%. The current STEP drawdown is -30.22%.

Rank	BKU	STEP
#1	-66.60% Jun 19, 2018 - Feb 22, 2021	-60.20% Nov 15, 2021 - Aug 13, 2024
#2	-65.12% Mar 12, 2021 - Nov 25, 2025	-46.90% Jan 16, 2026 - Jun 26, 2026
#3	-33.65% Feb 8, 2011 - Feb 28, 2013	-38.28% Nov 11, 2024 - Oct 6, 2025
#4	-27.60% Nov 6, 2015 - Jan 26, 2017	-23.44% Dec 31, 2020 - Jul 12, 2021
#5	-24.41% Mar 1, 2017 - Dec 8, 2017	-15.84% Sep 2, 2021 - Nov 9, 2021
#6	-22.87% Apr 3, 2014 - May 19, 2015	-13.33% Nov 13, 2020 - Dec 4, 2020
#7	-16.40% Feb 6, 2026 - Mar 18, 2026	-12.47% Oct 6, 2025 - Jan 5, 2026
#8	-13.72% Mar 5, 2013 - Jul 18, 2013	-7.28% Oct 9, 2020 - Nov 3, 2020
#9	-11.73% Aug 18, 2015 - Oct 28, 2015	-6.89% Aug 30, 2024 - Sep 18, 2024
#10	-10.66% Jan 23, 2018 - May 22, 2018	-6.65% Sep 22, 2020 - Oct 9, 2020
#11	-10.04% Jan 23, 2014 - Mar 4, 2014	-6.27% Aug 10, 2021 - Aug 30, 2021
#12	-7.21% Oct 22, 2013 - Dec 23, 2013	-5.08% Jul 29, 2021 - Aug 6, 2021
#13	-6.77% Jan 21, 2026 - Feb 3, 2026	-4.76% Oct 29, 2024 - Nov 6, 2024
#14	-6.10% Feb 24, 2021 - Mar 3, 2021	-4.11% Dec 14, 2020 - Dec 18, 2020
#15	-5.59% Aug 22, 2013 - Sep 30, 2013	-3.97% Jul 12, 2021 - Jul 20, 2021

Correlation

Correlation between BKU and STEP is 0.62 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.62

-101

Dividend Comparison (2011 - 2026)

BKU vs STEP dividend yield comparison.

Year	BKU	STEP
2026	2.03%	2.14%
2025	2.74%	2.24%
2024	2.99%	1.81%
2023	3.27%	3.36%
2022	2.88%	2.98%
2021	2.17%	0.87%
2020	2.59%	0.00%
2019	2.30%	0.00%
2018	2.81%	0.00%
2017	2.06%	0.00%
2016	2.23%	0.00%
2015	1.75%	0.00%
2014	3.62%	0.00%
2013	1.91%	0.00%
2012	2.95%	0.00%
2011	2.55%	0.00%