PENG vs STEP

Comparison between Penguin Solutions Inc (PENG, Company) and StepStone Group Inc - Class A (STEP, Company).

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

5-Year PerformancePENG has outperformed STEP, delivering a return of +24.9% compared to +8.9%

PENG vs STEP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PENG(COMPANY)	STEP(COMPANY)
Market Cap	$3.44B	$3.43B
Max Drawdown	68.72%	61.63%
Sharpe Ratio	2.17	-0.13
5Y Beta	2.10	1.63
Industry	Information Technology Services	Asset Management
P/E Ratio	63.28	-4.63
Forward P/E	12.48	18.73
Dividend Yield	N/A	2.24%
5Y Dividends CAGR	N/A	88.59%
5Y EPS CAGR	15.68%	N/A
Debt to Equity	112.15%	-71.34%
Free Cash Flow Yield	2.88%	0.54%
P/S Ratio	N/A	3.45
P/B Ratio	N/A	32.40

Market Cap

Winner

PENG

$3.44B

STEP

$3.43B

Max Drawdown

PENG

68.72%

Winner

STEP

61.63%

Sharpe Ratio

Winner

PENG

2.17

STEP

-0.13

5Y Beta

PENG

2.10

Winner

STEP

1.63

Industry

PENG

Information Technology Services

STEP

Asset Management

P/E Ratio

PENG

63.28

Winner

STEP

-4.63

Forward P/E

Winner

PENG

12.48

STEP

18.73

Dividend Yield

PENG

N/A

STEP

2.24%

5Y Dividends CAGR

PENG

N/A

STEP

88.59%

5Y EPS CAGR

PENG

15.68%

STEP

N/A

Debt to Equity

PENG

112.15%

Winner

STEP

-71.34%

Free Cash Flow Yield

Winner

PENG

2.88%

STEP

0.54%

P/S Ratio

PENG

N/A

STEP

3.45

P/B Ratio

PENG

N/A

STEP

32.40

PENG vs STEP - Historical Returns

Returns include dividend reinvestment.

Period	PENG	STEP
1 month	+46.90%	-14.25%
3 months	+283.50%	-1.61%
6 months	+243.30%	-26.56%
1 year	+239.48%	-12.82%
5 years(CAGR)	+24.95%	+8.86%
10 years(CAGR)	+28.89%	N/A
Max(CAGR)	+28.89%	+13.71%

Winner

PENG

+46.90%

STEP

-14.25%

Winner

PENG

+283.50%

STEP

-1.61%

Winner

PENG

+243.30%

STEP

-26.56%

Winner

PENG

+239.48%

STEP

-12.82%

5Y(CAGR)

Winner

PENG

+24.95%

STEP

+8.86%

10Y(CAGR)

PENG

+28.89%

STEP

N/A

Max(CAGR)

Winner

PENG

+28.89%

STEP

+13.71%

PENG vs STEP - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	PENG	STEP
2026	+231.11%	-30.50%
2025	+1.24%	+12.07%
2024	+4.75%	+86.60%
2023	+25.20%	+33.05%
2022	-59.23%	-36.47%
2021	+83.72%	+9.73%
2020	-3.36%	+59.20%
2019	+21.25%	N/A
2018	-16.97%	N/A
2017	+150.56%	N/A

PENG vs STEP Drawdown Comparison

The maximum drawdown for PENG was -68.72%, occurring on May 31, 2019. Recovery took 762 trading sessions.

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

The current PENG drawdown is -5.97%. The current STEP drawdown is -39.30%.

Rank	PENG	STEP
#1	-68.72% Mar 27, 2018 - Apr 7, 2021	-60.20% Nov 15, 2021 - Aug 13, 2024
#2	-65.40% Jan 3, 2022 - May 6, 2026	-44.11% Jan 16, 2026 - Jun 10, 2026
#3	-30.90% Nov 22, 2017 - Mar 15, 2018	-38.28% Nov 11, 2024 - Oct 6, 2025
#4	-26.84% Apr 16, 2021 - Nov 5, 2021	-23.44% Dec 31, 2020 - Jul 12, 2021
#5	-22.29% Oct 11, 2017 - Nov 22, 2017	-15.84% Sep 2, 2021 - Nov 9, 2021
#6	-18.05% Jun 3, 2026 - Jun 10, 2026	-13.33% Nov 13, 2020 - Dec 4, 2020
#7	-12.19% Jun 5, 2017 - Jun 22, 2017	-12.47% Oct 6, 2025 - Jan 5, 2026
#8	-11.28% Sep 12, 2017 - Sep 29, 2017	-7.28% Oct 9, 2020 - Nov 3, 2020
#9	-10.75% Jun 23, 2017 - Jul 26, 2017	-6.89% Aug 30, 2024 - Sep 18, 2024
#10	-7.54% May 14, 2026 - May 22, 2026	-6.65% Sep 22, 2020 - Oct 9, 2020
#11	-7.17% Aug 16, 2017 - Aug 31, 2017	-6.27% Aug 10, 2021 - Aug 30, 2021
#12	-7.10% Dec 8, 2021 - Dec 21, 2021	-5.08% Jul 29, 2021 - Aug 6, 2021
#13	-5.99% Mar 21, 2018 - Mar 23, 2018	-4.76% Oct 29, 2024 - Nov 6, 2024
#14	-5.50% Nov 24, 2021 - Dec 7, 2021	-4.11% Dec 14, 2020 - Dec 18, 2020
#15	-5.26% Jul 26, 2017 - Aug 15, 2017	-3.97% Jul 12, 2021 - Jul 20, 2021