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 PerformanceSTEP has outperformed BKU, delivering a return of +10.1% compared to +3.2%

BKU vs STEP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BKU(COMPANY)	STEP(COMPANY)
Market Cap	$3.42B	$3.43B
Max Drawdown	68.38%	61.63%
Sharpe Ratio	1.30	-0.34
5Y Beta	1.17	1.62
Industry	Banks - Regional	Asset Management
P/E Ratio	48.53	-4.63
Forward P/E	10.74	19.72
PEG Ratio	0.27	N/A
Dividend Yield	2.67%	2.48%
5Y Dividends CAGR	11.28%	N/A
5Y EPS CAGR	-23.01%	N/A
Debt to Equity	0.00%	-71.34%
Free Cash Flow Yield	10.53%	0.54%
P/S Ratio	3.28	3.45
P/B Ratio	1.12	32.40

Market Cap

BKU

$3.42B

Winner

STEP

$3.43B

Max Drawdown

BKU

68.38%

Winner

STEP

61.63%

Sharpe Ratio

Winner

BKU

1.30

STEP

-0.34

5Y Beta

Winner

BKU

1.17

STEP

1.62

Industry

BKU

Banks - Regional

STEP

Asset Management

P/E Ratio

BKU

48.53

Winner

STEP

-4.63

Forward P/E

Winner

BKU

10.74

STEP

19.72

PEG Ratio

BKU

0.27

STEP

N/A

Dividend Yield

Winner

BKU

2.67%

STEP

2.48%

5Y Dividends CAGR

BKU

11.28%

STEP

N/A

5Y EPS CAGR

BKU

-23.01%

STEP

N/A

Debt to Equity

BKU

0.00%

Winner

STEP

-71.34%

Free Cash Flow Yield

Winner

BKU

10.53%

STEP

0.54%

P/S Ratio

Winner

BKU

3.28

STEP

3.45

P/B Ratio

Winner

BKU

1.12

STEP

32.40

BKU vs STEP - Historical Returns

Returns include dividend reinvestment.

Period	BKU	STEP
1 month	-0.38%	-18.39%
3 months	+2.22%	-5.69%
6 months	+7.09%	-28.08%
1 year	+44.66%	-18.74%
5 years(CAGR)	+3.17%	+10.12%
10 years(CAGR)	+6.71%	N/A
Max(CAGR)	+6.38%	+13.33%

Winner

BKU

-0.38%

STEP

-18.39%

Winner

BKU

+2.22%

STEP

-5.69%

Winner

BKU

+7.09%

STEP

-28.08%

Winner

BKU

+44.66%

STEP

-18.74%

5Y(CAGR)

BKU

+3.17%

Winner

STEP

+10.12%

10Y(CAGR)

BKU

+6.71%

STEP

N/A

Max(CAGR)

BKU

+6.38%

Winner

STEP

+13.33%

BKU vs STEP - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	BKU	STEP
2026	+6.95%	-32.14%
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 -6.65%. The current STEP drawdown is -40.73%.

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	-43.07% Jan 16, 2026 - Feb 27, 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 0.63 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.63

-101

Dividend Comparison (2011 - 2026)

BKU vs STEP dividend yield comparison.

Year	BKU	STEP
2026	1.36%	0.62%
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%