STEP vs BKU

Comparison between StepStone Group Inc - Class A (STEP, Company) and BankUnited Inc (BKU, Company).

Both STEP and BKU are from the Financial Services sector.

5-Year PerformanceSTEP has outperformed BKU, delivering a return of +10.1% compared to +3.2%

STEP vs BKU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	STEP(COMPANY)	BKU(COMPANY)
Market Cap	$3.43B	$3.42B
Max Drawdown	61.63%	68.38%
Sharpe Ratio	-0.34	1.30
5Y Beta	1.62	1.17
Industry	Asset Management	Banks - Regional
P/E Ratio	-4.63	48.53
Forward P/E	19.72	10.74
PEG Ratio	N/A	0.27
Dividend Yield	2.48%	2.67%
5Y Dividends CAGR	N/A	11.28%
5Y EPS CAGR	N/A	-23.01%
Debt to Equity	-71.34%	0.00%
Free Cash Flow Yield	0.54%	10.53%
P/S Ratio	3.45	3.28
P/B Ratio	32.40	1.12

Market Cap

Winner

STEP

$3.43B

BKU

$3.42B

Max Drawdown

Winner

STEP

61.63%

BKU

68.38%

Sharpe Ratio

STEP

-0.34

Winner

BKU

1.30

5Y Beta

STEP

1.62

Winner

BKU

1.17

Industry

STEP

Asset Management

BKU

Banks - Regional

P/E Ratio

Winner

STEP

-4.63

BKU

48.53

Forward P/E

STEP

19.72

Winner

BKU

10.74

PEG Ratio

STEP

N/A

BKU

0.27

Dividend Yield

STEP

2.48%

Winner

BKU

2.67%

5Y Dividends CAGR

STEP

N/A

BKU

11.28%

5Y EPS CAGR

STEP

N/A

BKU

-23.01%

Debt to Equity

Winner

STEP

-71.34%

BKU

0.00%

Free Cash Flow Yield

STEP

0.54%

Winner

BKU

10.53%

P/S Ratio

STEP

3.45

Winner

BKU

3.28

P/B Ratio

STEP

32.40

Winner

BKU

1.12

STEP vs BKU - Historical Returns

Returns include dividend reinvestment.

Period	STEP	BKU
1 month	-18.39%	-0.38%
3 months	-5.69%	+2.22%
6 months	-28.08%	+7.09%
1 year	-18.74%	+44.66%
5 years(CAGR)	+10.12%	+3.17%
10 years(CAGR)	N/A	+6.71%
Max(CAGR)	+13.33%	+6.38%

STEP

-18.39%

Winner

BKU

-0.38%

STEP

-5.69%

Winner

BKU

+2.22%

STEP

-28.08%

Winner

BKU

+7.09%

STEP

-18.74%

Winner

BKU

+44.66%

5Y(CAGR)

Winner

STEP

+10.12%

BKU

+3.17%

10Y(CAGR)

STEP

N/A

BKU

+6.71%

Max(CAGR)

Winner

STEP

+13.33%

BKU

+6.38%

STEP vs BKU - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	STEP	BKU
2026	-32.14%	+6.95%
2025	+12.07%	+21.69%
2024	+86.60%	+21.94%
2023	+33.05%	+1.65%
2022	-36.47%	-19.48%
2021	+9.73%	+26.02%
2020	+59.20%	-0.88%
2019	N/A	+22.66%
2018	N/A	-24.26%
2017	N/A	+10.68%
2016	N/A	+9.06%
2015	N/A	+26.67%
2014	N/A	-8.53%
2013	N/A	+35.31%
2012	N/A	+14.26%
2011	N/A	-20.76%

STEP vs BKU Drawdown Comparison

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

The maximum drawdown for BKU was -66.60%, occurring on May 15, 2020. Recovery took 673 trading sessions.

The current STEP drawdown is -40.73%. The current BKU drawdown is -6.65%.

Rank	STEP	BKU
#1	-60.20% Nov 15, 2021 - Aug 13, 2024	-66.60% Jun 19, 2018 - Feb 22, 2021
#2	-43.07% Jan 16, 2026 - Feb 27, 2026	-65.12% Mar 12, 2021 - Nov 25, 2025
#3	-38.28% Nov 11, 2024 - Oct 6, 2025	-33.65% Feb 8, 2011 - Feb 28, 2013
#4	-23.44% Dec 31, 2020 - Jul 12, 2021	-27.60% Nov 6, 2015 - Jan 26, 2017
#5	-15.84% Sep 2, 2021 - Nov 9, 2021	-24.41% Mar 1, 2017 - Dec 8, 2017
#6	-13.33% Nov 13, 2020 - Dec 4, 2020	-22.87% Apr 3, 2014 - May 19, 2015
#7	-12.47% Oct 6, 2025 - Jan 5, 2026	-16.40% Feb 6, 2026 - Mar 18, 2026
#8	-7.28% Oct 9, 2020 - Nov 3, 2020	-13.72% Mar 5, 2013 - Jul 18, 2013
#9	-6.89% Aug 30, 2024 - Sep 18, 2024	-11.73% Aug 18, 2015 - Oct 28, 2015
#10	-6.65% Sep 22, 2020 - Oct 9, 2020	-10.66% Jan 23, 2018 - May 22, 2018
#11	-6.27% Aug 10, 2021 - Aug 30, 2021	-10.04% Jan 23, 2014 - Mar 4, 2014
#12	-5.08% Jul 29, 2021 - Aug 6, 2021	-7.21% Oct 22, 2013 - Dec 23, 2013
#13	-4.76% Oct 29, 2024 - Nov 6, 2024	-6.77% Jan 21, 2026 - Feb 3, 2026
#14	-4.11% Dec 14, 2020 - Dec 18, 2020	-6.10% Feb 24, 2021 - Mar 3, 2021
#15	-3.97% Jul 12, 2021 - Jul 20, 2021	-5.59% Aug 22, 2013 - Sep 30, 2013

Correlation

Correlation between STEP and BKU is 0.63 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.63

-101

Dividend Comparison (2011 - 2026)

STEP vs BKU dividend yield comparison.

Year	STEP	BKU
2026	0.62%	1.36%
2025	2.24%	2.74%
2024	1.81%	2.99%
2023	3.36%	3.27%
2022	2.98%	2.88%
2021	0.87%	2.17%
2020	0.00%	2.59%
2019	0.00%	2.30%
2018	0.00%	2.81%
2017	0.00%	2.06%
2016	0.00%	2.23%
2015	0.00%	1.75%
2014	0.00%	3.62%
2013	0.00%	1.91%
2012	0.00%	2.95%
2011	0.00%	2.55%