STEP vs AVA

Comparison between StepStone Group Inc - Class A (STEP, Company) and Avista Corp (AVA, Company).

STEP is from the Financial Services sector, while AVA is from the Utilities sector.

5-Year PerformanceSTEP has outperformed AVA, delivering a return of +5.1% compared to +4.5%

STEP vs AVA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	STEP(COMPANY)	AVA(COMPANY)
Market Cap	$3.43B	$3.43B
Max Drawdown	61.63%	80.43%
Sharpe Ratio	-0.45	0.79
5Y Beta	1.67	0.08
Industry	Asset Management	Utilities - Diversified
P/E Ratio	-4.63	16.54
Forward P/E	17.73	16.00
PEG Ratio	N/A	2.49
Dividend Yield	2.49%	4.69%
5Y Dividends CAGR	88.59%	3.71%
5Y EPS CAGR	N/A	3.04%
Debt to Equity	-71.34%	13.87%
Free Cash Flow Yield	0.54%	-4.47%
P/S Ratio	3.45	1.80
P/B Ratio	32.40	1.25

Market Cap

Winner

STEP

$3.43B

AVA

$3.43B

Max Drawdown

Winner

STEP

61.63%

AVA

80.43%

Sharpe Ratio

STEP

-0.45

Winner

AVA

0.79

5Y Beta

STEP

1.67

Winner

AVA

0.08

Industry

STEP

Asset Management

AVA

Utilities - Diversified

P/E Ratio

Winner

STEP

-4.63

AVA

16.54

Forward P/E

STEP

17.73

Winner

AVA

16.00

PEG Ratio

STEP

N/A

AVA

2.49

Dividend Yield

STEP

2.49%

Winner

AVA

4.69%

5Y Dividends CAGR

Winner

STEP

88.59%

AVA

3.71%

5Y EPS CAGR

STEP

N/A

AVA

3.04%

Debt to Equity

Winner

STEP

-71.34%

AVA

13.87%

Free Cash Flow Yield

Winner

STEP

0.54%

AVA

-4.47%

P/S Ratio

STEP

3.45

Winner

AVA

1.80

P/B Ratio

STEP

32.40

Winner

AVA

1.25

STEP vs AVA - Historical Returns

Returns include dividend reinvestment.

Period	STEP	AVA
1 month	-10.35%	+3.12%
3 months	-18.91%	+2.22%
6 months	-41.84%	+7.84%
1 year	-24.95%	+17.93%
5 years(CAGR)	+5.12%	+4.50%
10 years(CAGR)	N/A	+3.90%
Max(CAGR)	+12.69%	+7.29%

STEP

-10.35%

Winner

AVA

+3.12%

STEP

-18.91%

Winner

AVA

+2.22%

STEP

-41.84%

Winner

AVA

+7.84%

STEP

-24.95%

Winner

AVA

+17.93%

5Y(CAGR)

Winner

STEP

+5.12%

AVA

+4.50%

10Y(CAGR)

STEP

N/A

AVA

+3.90%

Max(CAGR)

Winner

STEP

+12.69%

AVA

+7.29%

STEP vs AVA - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	STEP	AVA
2026	-33.40%	+11.90%
2025	+12.07%	+11.46%
2024	+86.60%	+6.92%
2023	+33.05%	-16.18%
2022	-36.47%	+9.33%
2021	+9.73%	+12.18%
2020	+59.20%	-11.98%
2019	N/A	+16.36%
2018	N/A	-15.09%
2017	N/A	+33.80%
2016	N/A	+18.11%
2015	N/A	+3.91%
2014	N/A	+32.10%
2013	N/A	+19.96%
2012	N/A	-1.26%
2011	N/A	+18.33%
2010	N/A	+9.47%
2009	N/A	+15.36%
2008	N/A	-6.20%
2007	N/A	-13.33%
2006	N/A	+45.14%
2005	N/A	+4.34%
2004	N/A	-1.09%
2003	N/A	+59.09%
2002	N/A	-12.78%
2001	N/A	-29.05%
2000	N/A	+42.36%
1999	N/A	-13.04%

STEP vs AVA Drawdown Comparison

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

The maximum drawdown for AVA was -78.87%, occurring on Oct 9, 2002. Recovery took 3402 trading sessions.

The current STEP drawdown is -41.84%. The current AVA drawdown is -0.31%.

Rank	STEP	AVA
#1	-60.20% Nov 15, 2021 - Aug 13, 2024	-78.87% Jan 21, 2000 - Aug 1, 2013
#2	-46.90% Jan 16, 2026 - Jun 26, 2026	-37.17% Mar 6, 2020 - Apr 1, 2025
#3	-38.28% Nov 11, 2024 - Oct 6, 2025	-22.66% Nov 9, 2018 - Jan 30, 2020
#4	-23.44% Dec 31, 2020 - Jul 12, 2021	-19.42% Jan 29, 2015 - Jan 29, 2016
#5	-15.84% Sep 2, 2021 - Nov 9, 2021	-17.81% Nov 2, 1999 - Jan 12, 2000
#6	-13.33% Nov 13, 2020 - Dec 4, 2020	-14.19% Jul 6, 2016 - Jun 2, 2017
#7	-12.47% Oct 6, 2025 - Jan 5, 2026	-14.01% Apr 2, 2025 - Nov 11, 2025
#8	-7.28% Oct 9, 2020 - Nov 3, 2020	-11.25% Aug 1, 2013 - Jan 21, 2014
#9	-6.89% Aug 30, 2024 - Sep 18, 2024	-9.85% Feb 13, 2026 - Jun 5, 2026
#10	-6.65% Sep 22, 2020 - Oct 9, 2020	-9.07% Nov 26, 2025 - Feb 3, 2026
#11	-6.27% Aug 10, 2021 - Aug 30, 2021	-8.98% Feb 19, 2020 - Mar 4, 2020
#12	-5.08% Jul 29, 2021 - Aug 6, 2021	-8.11% Jun 30, 2014 - Oct 14, 2014
#13	-4.76% Oct 29, 2024 - Nov 6, 2024	-7.49% Aug 1, 2017 - Mar 20, 2018
#14	-4.11% Dec 14, 2020 - Dec 18, 2020	-7.14% Jun 12, 2026 - Jun 17, 2026
#15	-3.97% Jul 12, 2021 - Jul 20, 2021	-6.87% Jun 16, 2017 - Jul 20, 2017

Correlation

Correlation between STEP and AVA is 0.48 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.48

-101

Dividend Comparison (1999 - 2026)

STEP vs AVA dividend yield comparison.

Year	STEP	AVA
2026	2.56%	2.33%
2025	2.24%	5.09%
2024	1.81%	5.19%
2023	3.36%	5.15%
2022	2.98%	3.97%
2021	0.87%	3.98%
2020	0.00%	4.04%
2019	0.00%	3.22%
2018	0.00%	3.51%
2017	0.00%	2.78%
2016	0.00%	3.43%
2015	0.00%	3.73%
2014	0.00%	3.59%
2013	0.00%	4.33%
2012	0.00%	4.81%
2011	0.00%	4.27%
2010	0.00%	4.44%
2009	0.00%	3.75%
2008	0.00%	3.56%
2007	0.00%	2.76%
2006	0.00%	2.25%
2005	0.00%	3.08%
2004	0.00%	2.91%
2003	0.00%	2.70%
2002	0.00%	4.15%
2001	0.00%	3.62%
2000	0.00%	2.34%
1999	0.00%	0.78%