STEP vs AB

Comparison between StepStone Group Inc - Class A (STEP, Company) and AllianceBernstein Holding Lp (AB, Company).

Both STEP and AB are from the Financial Services sector.

5-Year PerformanceSTEP has outperformed AB, delivering a return of +10.1% compared to +4.6%

STEP vs AB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	STEP(COMPANY)	AB(COMPANY)
Market Cap	$3.43B	$3.42B
Max Drawdown	61.63%	89.05%
Sharpe Ratio	-0.34	0.01
5Y Beta	1.62	0.70
Industry	Asset Management	Asset Management
P/E Ratio	-4.63	11.39
Forward P/E	19.72	10.28
PEG Ratio	N/A	0.63
Dividend Yield	2.48%	9.17%
5Y Dividends CAGR	N/A	-1.73%
5Y EPS CAGR	N/A	1.38%
Debt to Equity	-71.34%	0.00%
Free Cash Flow Yield	0.54%	9.52%
P/S Ratio	3.45	10.62
P/B Ratio	32.40	2.79

Market Cap

Winner

STEP

$3.43B

$3.42B

Max Drawdown

Winner

STEP

61.63%

89.05%

Sharpe Ratio

STEP

-0.34

Winner

0.01

5Y Beta

STEP

1.62

Winner

0.70

Industry

STEP

Asset Management

P/E Ratio

Winner

STEP

-4.63

11.39

Forward P/E

STEP

19.72

Winner

10.28

PEG Ratio

STEP

N/A

0.63

Dividend Yield

STEP

2.48%

Winner

9.17%

5Y Dividends CAGR

STEP

N/A

-1.73%

5Y EPS CAGR

STEP

N/A

1.38%

Debt to Equity

Winner

STEP

-71.34%

0.00%

Free Cash Flow Yield

STEP

0.54%

Winner

9.52%

P/S Ratio

Winner

STEP

3.45

10.62

P/B Ratio

STEP

32.40

Winner

2.79

STEP vs AB - Historical Returns

Returns include dividend reinvestment.

Period	STEP	AB
1 month	-18.39%	-5.71%
3 months	-5.69%	-1.31%
6 months	-28.08%	-8.98%
1 year	-18.74%	+2.49%
5 years(CAGR)	+10.12%	+4.62%
10 years(CAGR)	N/A	+14.11%
Max(CAGR)	+13.33%	+8.51%

STEP

-18.39%

Winner

-5.71%

STEP

-5.69%

Winner

-1.31%

STEP

-28.08%

Winner

-8.98%

STEP

-18.74%

Winner

+2.49%

5Y(CAGR)

Winner

STEP

+10.12%

+4.62%

10Y(CAGR)

STEP

N/A

+14.11%

Max(CAGR)

Winner

STEP

+13.33%

+8.51%

STEP vs AB - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	STEP	AB
2026	-32.14%	+0.82%
2025	+12.07%	+13.42%
2024	+86.60%	+31.75%
2023	+33.05%	-5.02%
2022	-36.47%	-23.28%
2021	+9.73%	+58.72%
2020	+59.20%	+23.09%
2019	N/A	+20.05%
2018	N/A	+20.22%
2017	N/A	+13.90%
2016	N/A	+7.79%
2015	N/A	-2.10%
2014	N/A	+30.64%
2013	N/A	+27.10%
2012	N/A	+38.36%
2011	N/A	-40.73%
2010	N/A	-13.22%
2009	N/A	+41.04%
2008	N/A	-70.02%
2007	N/A	-2.23%
2006	N/A	+49.80%
2005	N/A	+42.88%
2004	N/A	+25.86%
2003	N/A	+9.84%
2002	N/A	-31.73%
2001	N/A	+6.89%
2000	N/A	+81.85%
1999	N/A	+4.14%

STEP vs AB Drawdown Comparison

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

The maximum drawdown for AB was -87.65%, occurring on Mar 9, 2009. Recovery took 3314 trading sessions.

The current STEP drawdown is -40.73%. The current AB drawdown is -8.98%.

Rank	STEP	AB
#1	-60.20% Nov 15, 2021 - Aug 13, 2024	-87.65% Oct 5, 2007 - Dec 3, 2020
#2	-43.07% Jan 16, 2026 - Feb 27, 2026	-54.64% Feb 1, 2001 - Feb 11, 2005
#3	-38.28% Nov 11, 2024 - Oct 6, 2025	-45.81% Nov 5, 2021 - Jul 22, 2025
#4	-23.44% Dec 31, 2020 - Jul 12, 2021	-19.61% Apr 20, 2006 - Sep 15, 2006
#5	-15.84% Sep 2, 2021 - Nov 9, 2021	-18.49% Sep 14, 2000 - Dec 11, 2000
#6	-13.33% Nov 13, 2020 - Dec 4, 2020	-16.03% Apr 20, 2007 - Oct 5, 2007
#7	-12.47% Oct 6, 2025 - Jan 5, 2026	-14.67% Dec 5, 2025 - Mar 27, 2026
#8	-7.28% Oct 9, 2020 - Nov 3, 2020	-13.78% Feb 20, 2007 - Apr 12, 2007
#9	-6.89% Aug 30, 2024 - Sep 18, 2024	-12.91% Dec 11, 2000 - Jan 18, 2001
#10	-6.65% Sep 22, 2020 - Oct 9, 2020	-11.47% Jul 25, 2025 - Nov 28, 2025
#11	-6.27% Aug 10, 2021 - Aug 30, 2021	-10.26% Nov 16, 1999 - Jan 13, 2000
#12	-5.08% Jul 29, 2021 - Aug 6, 2021	-10.16% Feb 17, 2005 - Jul 22, 2005
#13	-4.76% Oct 29, 2024 - Nov 6, 2024	-10.01% Feb 4, 2000 - Mar 17, 2000
#14	-4.11% Dec 14, 2020 - Dec 18, 2020	-8.28% May 6, 2021 - Jun 8, 2021
#15	-3.97% Jul 12, 2021 - Jul 20, 2021	-8.10% Mar 19, 2021 - Apr 26, 2021

Correlation

Correlation between STEP and AB is 0.73 which considered as a strong positive correlation - the stocks tend to move together.

0.73

-101

Dividend Comparison (2000 - 2026)

STEP vs AB dividend yield comparison.

Year	STEP	AB
2026	0.62%	4.81%
2025	2.24%	9.02%
2024	1.81%	8.03%
2023	3.36%	8.44%
2022	2.98%	10.30%
2021	0.87%	7.33%
2020	0.00%	8.26%
2019	0.00%	7.67%
2018	0.00%	10.54%
2017	0.00%	8.50%
2016	0.00%	7.46%
2015	0.00%	8.09%
2014	0.00%	7.32%
2013	0.00%	7.45%
2012	0.00%	5.45%
2011	0.00%	11.01%
2010	0.00%	6.47%
2009	0.00%	5.12%
2008	0.00%	16.59%
2007	0.00%	6.31%
2006	0.00%	4.43%
2005	0.00%	4.96%
2004	0.00%	2.83%
2003	0.00%	5.84%
2002	0.00%	7.42%
2001	0.00%	5.88%
2000	0.00%	5.69%