BOX vs STEP

Comparison between Box Inc - Class A (BOX, Company) and StepStone Group Inc - Class A (STEP, Company).

BOX is from the Technology sector, while STEP is from the Financial Services sector.

5-Year PerformanceSTEP has outperformed BOX, delivering a return of +8.9% compared to -0.1%

BOX vs STEP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BOX(COMPANY)	STEP(COMPANY)
Market Cap	$3.44B	$3.43B
Max Drawdown	68.56%	61.63%
Sharpe Ratio	-1.03	-0.13
5Y Beta	0.47	1.63
Industry	Software - Infrastructure	Asset Management
P/E Ratio	28.09	-4.63
Forward P/E	13.37	18.73
Dividend Yield	N/A	2.24%
5Y Dividends CAGR	N/A	88.59%
Debt to Equity	-133.47%	-71.34%
Free Cash Flow Yield	10.54%	0.54%
P/S Ratio	N/A	3.45
P/B Ratio	N/A	32.40

Market Cap

Winner

BOX

$3.44B

STEP

$3.43B

Max Drawdown

BOX

68.56%

Winner

STEP

61.63%

Sharpe Ratio

BOX

-1.03

Winner

STEP

-0.13

5Y Beta

Winner

BOX

0.47

STEP

1.63

Industry

BOX

Software - Infrastructure

STEP

Asset Management

P/E Ratio

BOX

28.09

Winner

STEP

-4.63

Forward P/E

Winner

BOX

13.37

STEP

18.73

Dividend Yield

BOX

N/A

STEP

2.24%

5Y Dividends CAGR

BOX

N/A

STEP

88.59%

Debt to Equity

Winner

BOX

-133.47%

STEP

-71.34%

Free Cash Flow Yield

Winner

BOX

10.54%

STEP

0.54%

P/S Ratio

BOX

N/A

STEP

3.45

P/B Ratio

BOX

N/A

STEP

32.40

BOX vs STEP - Historical Returns

Returns include dividend reinvestment.

Period	BOX	STEP
1 month	-3.61%	-14.25%
3 months	+0.81%	-1.61%
6 months	-17.83%	-26.56%
1 year	-29.07%	-12.82%
5 years(CAGR)	-0.12%	+8.86%
10 years(CAGR)	+8.21%	N/A
Max(CAGR)	+0.59%	+13.71%

Winner

BOX

-3.61%

STEP

-14.25%

Winner

BOX

+0.81%

STEP

-1.61%

Winner

BOX

-17.83%

STEP

-26.56%

BOX

-29.07%

Winner

STEP

-12.82%

5Y(CAGR)

BOX

-0.12%

Winner

STEP

+8.86%

10Y(CAGR)

BOX

+8.21%

STEP

N/A

Max(CAGR)

BOX

+0.59%

Winner

STEP

+13.71%

BOX vs STEP - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	BOX	STEP
2026	-13.84%	-30.50%
2025	-4.56%	+12.07%
2024	+22.43%	+86.60%
2023	-18.21%	+33.05%
2022	+17.92%	-36.47%
2021	+47.05%	+9.73%
2020	+4.70%	+59.20%
2019	-8.71%	N/A
2018	-21.45%	N/A
2017	+49.47%	N/A
2016	-3.48%	N/A
2015	-39.91%	N/A

BOX vs STEP Drawdown Comparison

The maximum drawdown for BOX was -68.56%, occurring on Mar 16, 2020. Recovery took 950 trading sessions.

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

The current BOX drawdown is -35.56%. The current STEP drawdown is -39.30%.

Rank	BOX	STEP
#1	-68.56% Jun 20, 2018 - Mar 29, 2022	-60.20% Nov 15, 2021 - Aug 13, 2024
#2	-60.74% Jan 23, 2015 - Nov 22, 2017	-44.11% Jan 16, 2026 - Jun 10, 2026
#3	-44.57% Jun 4, 2025 - Apr 10, 2026	-38.28% Nov 11, 2024 - Oct 6, 2025
#4	-31.55% Feb 2, 2023 - Nov 25, 2024	-23.44% Dec 31, 2020 - Jul 12, 2021
#5	-29.94% Apr 19, 2022 - Feb 1, 2023	-15.84% Sep 2, 2021 - Nov 9, 2021
#6	-23.32% Feb 28, 2018 - May 3, 2018	-13.33% Nov 13, 2020 - Dec 4, 2020
#7	-20.28% Nov 25, 2024 - May 28, 2025	-12.47% Oct 6, 2025 - Jan 5, 2026
#8	-17.09% Nov 24, 2017 - Feb 26, 2018	-7.28% Oct 9, 2020 - Nov 3, 2020
#9	-9.96% May 10, 2018 - Jun 18, 2018	-6.89% Aug 30, 2024 - Sep 18, 2024
#10	-6.74% Mar 29, 2022 - Apr 11, 2022	-6.65% Sep 22, 2020 - Oct 9, 2020
#11	-2.75% Apr 13, 2022 - Apr 19, 2022	-6.27% Aug 10, 2021 - Aug 30, 2021
#12	-1.71% Jun 18, 2018 - Jun 20, 2018	-5.08% Jul 29, 2021 - Aug 6, 2021
#13	-0.53% May 3, 2018 - May 7, 2018	-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