STEP vs BHF

Comparison between StepStone Group Inc - Class A (STEP, Company) and Brighthouse Financial Inc (BHF, Company).

Both STEP and BHF are from the Financial Services sector.

5-Year PerformanceSTEP has outperformed BHF, delivering a return of +5.3% compared to +4.3%

STEP vs BHF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	STEP(COMPANY)	BHF(COMPANY)
Market Cap	$3.43B	$3.44B
Max Drawdown	61.63%	76.93%
Sharpe Ratio	-0.18	0.70
5Y Beta	1.67	1.08
Industry	Asset Management	Insurance - Life
P/E Ratio	-4.63	4.13
Forward P/E	19.05	3.35
PEG Ratio	N/A	0.14
Dividend Yield	2.43%	N/A
5Y Dividends CAGR	88.59%	N/A
Debt to Equity	-71.34%	48.15%
Free Cash Flow Yield	0.54%	-15.64%
P/S Ratio	3.45	N/A
P/B Ratio	32.40	N/A

Market Cap

STEP

$3.43B

Winner

BHF

$3.44B

Max Drawdown

Winner

STEP

61.63%

BHF

76.93%

Sharpe Ratio

STEP

-0.18

Winner

BHF

0.70

5Y Beta

STEP

1.67

Winner

BHF

1.08

Industry

STEP

Asset Management

BHF

Insurance - Life

P/E Ratio

Winner

STEP

-4.63

BHF

4.13

Forward P/E

STEP

19.05

Winner

BHF

3.35

PEG Ratio

STEP

N/A

BHF

0.14

Dividend Yield

STEP

2.43%

BHF

N/A

5Y Dividends CAGR

STEP

88.59%

BHF

N/A

Debt to Equity

Winner

STEP

-71.34%

BHF

48.15%

Free Cash Flow Yield

Winner

STEP

0.54%

BHF

-15.64%

P/S Ratio

STEP

3.45

BHF

N/A

P/B Ratio

STEP

32.40

BHF

N/A

STEP vs BHF - Historical Returns

Returns include dividend reinvestment.

Period	STEP	BHF
1 month	+21.37%	-10.61%
3 months	-3.16%	-2.86%
6 months	-6.24%	-6.74%
1 year	-13.92%	+26.68%
5 years(CAGR)	+5.31%	+4.29%
10 years(CAGR)	N/A	-1.77%
Max(CAGR)	+16.04%	-1.77%

Winner

STEP

+21.37%

BHF

-10.61%

STEP

-3.16%

Winner

BHF

-2.86%

Winner

STEP

-6.24%

BHF

-6.74%

STEP

-13.92%

Winner

BHF

+26.68%

5Y(CAGR)

Winner

STEP

+5.31%

BHF

+4.29%

10Y(CAGR)

STEP

N/A

BHF

-1.77%

Max(CAGR)

Winner

STEP

+16.04%

BHF

-1.77%

STEP vs BHF - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	STEP	BHF
2026	-20.10%	-7.79%
2025	+12.07%	+35.01%
2024	+86.60%	-9.07%
2023	+33.05%	+3.68%
2022	-36.47%	-3.72%
2021	+9.73%	+47.08%
2020	+59.20%	-7.69%
2019	N/A	+23.68%
2018	N/A	-47.15%
2017	N/A	-16.23%

STEP vs BHF Drawdown Comparison

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

The maximum drawdown for BHF was -76.93%, occurring on Mar 20, 2020. This drawdown has not yet recovered.

The current STEP drawdown is -30.22%. The current BHF drawdown is -14.94%.

Rank	STEP	BHF
#1	-60.20% Nov 15, 2021 - Aug 13, 2024	-76.93% Jul 17, 2017 - Mar 20, 2020
#2	-46.90% Jan 16, 2026 - Jun 26, 2026	N/A
#3	-38.28% Nov 11, 2024 - Oct 6, 2025	N/A
#4	-23.44% Dec 31, 2020 - Jul 12, 2021	N/A
#5	-15.84% Sep 2, 2021 - Nov 9, 2021	N/A
#6	-13.33% Nov 13, 2020 - Dec 4, 2020	N/A
#7	-12.47% Oct 6, 2025 - Jan 5, 2026	N/A
#8	-7.28% Oct 9, 2020 - Nov 3, 2020	N/A
#9	-6.89% Aug 30, 2024 - Sep 18, 2024	N/A
#10	-6.65% Sep 22, 2020 - Oct 9, 2020	N/A
#11	-6.27% Aug 10, 2021 - Aug 30, 2021	N/A
#12	-5.08% Jul 29, 2021 - Aug 6, 2021	N/A
#13	-4.76% Oct 29, 2024 - Nov 6, 2024	N/A
#14	-4.11% Dec 14, 2020 - Dec 18, 2020	N/A
#15	-3.97% Jul 12, 2021 - Jul 20, 2021	N/A