DAVE vs STEP

Comparison between Dave Inc - Class A (DAVE, Company) and StepStone Group Inc - Class A (STEP, Company).

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

5-Year PerformanceSTEP has outperformed DAVE, delivering a return of +10.1% compared to -4.0%

DAVE vs STEP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DAVE(COMPANY)	STEP(COMPANY)
Market Cap	$3.44B	$3.43B
Max Drawdown	99.01%	61.63%
Sharpe Ratio	0.62	-0.34
5Y Beta	2.31	1.62
Industry	Software - Application	Asset Management
P/E Ratio	18.27	-4.63
Forward P/E	17.24	19.72
PEG Ratio	0.04	N/A
Dividend Yield	N/A	2.48%
Debt to Equity	0.00%	-71.34%
Free Cash Flow Yield	9.48%	0.54%
P/S Ratio	5.65	3.45
P/B Ratio	16.80	32.40

Market Cap

Winner

DAVE

$3.44B

STEP

$3.43B

Max Drawdown

DAVE

99.01%

Winner

STEP

61.63%

Sharpe Ratio

Winner

DAVE

0.62

STEP

-0.34

5Y Beta

DAVE

2.31

Winner

STEP

1.62

Industry

DAVE

Software - Application

STEP

Asset Management

P/E Ratio

DAVE

18.27

Winner

STEP

-4.63

Forward P/E

Winner

DAVE

17.24

STEP

19.72

PEG Ratio

DAVE

0.04

STEP

N/A

Dividend Yield

DAVE

N/A

STEP

2.48%

Debt to Equity

DAVE

0.00%

Winner

STEP

-71.34%

Free Cash Flow Yield

Winner

DAVE

9.48%

STEP

0.54%

P/S Ratio

DAVE

5.65

Winner

STEP

3.45

P/B Ratio

Winner

DAVE

16.80

STEP

32.40

DAVE vs STEP - Historical Returns

Returns include dividend reinvestment.

Period	DAVE	STEP
1 month	-2.11%	-18.39%
3 months	+18.35%	-5.69%
6 months	+24.75%	-28.08%
1 year	+23.46%	-18.74%
5 years(CAGR)	-3.98%	+10.12%
Max(CAGR)	-3.73%	+13.33%

Winner

DAVE

-2.11%

STEP

-18.39%

Winner

DAVE

+18.35%

STEP

-5.69%

Winner

DAVE

+24.75%

STEP

-28.08%

Winner

DAVE

+23.46%

STEP

-18.74%

5Y(CAGR)

DAVE

-3.98%

Winner

STEP

+10.12%

Max(CAGR)

DAVE

-3.73%

Winner

STEP

+13.33%

DAVE vs STEP - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	DAVE	STEP
2026	+17.66%	-32.14%
2025	+156.53%	+12.07%
2024	+908.35%	+86.60%
2023	-9.43%	+33.05%
2022	-96.52%	-36.47%
2021	+4.59%	+9.73%
2020	N/A	+59.20%

DAVE vs STEP Drawdown Comparison

The maximum drawdown for DAVE was -99.01%, occurring on May 19, 2023. 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 DAVE drawdown is -43.56%. The current STEP drawdown is -40.73%.

Rank	DAVE	STEP
#1	-99.01% Feb 1, 2022 - May 19, 2023	-60.20% Nov 15, 2021 - Aug 13, 2024
#2	-51.80% Dec 31, 2021 - Jan 28, 2022	-43.07% Jan 16, 2026 - Feb 27, 2026
#3	-2.70% Apr 27, 2021 - Sep 10, 2021	-38.28% Nov 11, 2024 - Oct 6, 2025
#4	-2.70% Sep 10, 2021 - Dec 31, 2021	-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