STEP vs DAVE

Comparison between StepStone Group Inc - Class A (STEP, Company) and Dave Inc - Class A (DAVE, Company).

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

5-Year PerformanceSTEP has outperformed DAVE, delivering a return of +10.1% compared to -4.0%

STEP vs DAVE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	STEP(COMPANY)	DAVE(COMPANY)
Market Cap	$3.43B	$3.44B
Max Drawdown	61.63%	99.01%
Sharpe Ratio	-0.34	0.62
5Y Beta	1.62	2.31
Industry	Asset Management	Software - Application
P/E Ratio	-4.63	18.27
Forward P/E	19.72	17.24
PEG Ratio	N/A	0.04
Dividend Yield	2.48%	N/A
Debt to Equity	-71.34%	0.00%
Free Cash Flow Yield	0.54%	9.48%
P/S Ratio	3.45	5.65
P/B Ratio	32.40	16.80

Market Cap

STEP

$3.43B

Winner

DAVE

$3.44B

Max Drawdown

Winner

STEP

61.63%

DAVE

99.01%

Sharpe Ratio

STEP

-0.34

Winner

DAVE

0.62

5Y Beta

Winner

STEP

1.62

DAVE

2.31

Industry

STEP

Asset Management

DAVE

Software - Application

P/E Ratio

Winner

STEP

-4.63

DAVE

18.27

Forward P/E

STEP

19.72

Winner

DAVE

17.24

PEG Ratio

STEP

N/A

DAVE

0.04

Dividend Yield

STEP

2.48%

DAVE

N/A

Debt to Equity

Winner

STEP

-71.34%

DAVE

0.00%

Free Cash Flow Yield

STEP

0.54%

Winner

DAVE

9.48%

P/S Ratio

Winner

STEP

3.45

DAVE

5.65

P/B Ratio

STEP

32.40

Winner

DAVE

16.80

STEP vs DAVE - Historical Returns

Returns include dividend reinvestment.

Period	STEP	DAVE
1 month	-18.39%	-2.11%
3 months	-5.69%	+18.35%
6 months	-28.08%	+24.75%
1 year	-18.74%	+23.46%
5 years(CAGR)	+10.12%	-3.98%
Max(CAGR)	+13.33%	-3.73%

STEP

-18.39%

Winner

DAVE

-2.11%

STEP

-5.69%

Winner

DAVE

+18.35%

STEP

-28.08%

Winner

DAVE

+24.75%

STEP

-18.74%

Winner

DAVE

+23.46%

5Y(CAGR)

Winner

STEP

+10.12%

DAVE

-3.98%

Max(CAGR)

Winner

STEP

+13.33%

DAVE

-3.73%

STEP vs DAVE - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	STEP	DAVE
2026	-32.14%	+17.66%
2025	+12.07%	+156.53%
2024	+86.60%	+908.35%
2023	+33.05%	-9.43%
2022	-36.47%	-96.52%
2021	+9.73%	+4.59%
2020	+59.20%	N/A

STEP vs DAVE Drawdown Comparison

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

The maximum drawdown for DAVE was -99.01%, occurring on May 19, 2023. This drawdown has not yet recovered.

The current STEP drawdown is -40.73%. The current DAVE drawdown is -43.56%.

Rank	STEP	DAVE
#1	-60.20% Nov 15, 2021 - Aug 13, 2024	-99.01% Feb 1, 2022 - May 19, 2023
#2	-43.07% Jan 16, 2026 - Feb 27, 2026	-51.80% Dec 31, 2021 - Jan 28, 2022
#3	-38.28% Nov 11, 2024 - Oct 6, 2025	-2.70% Apr 27, 2021 - Sep 10, 2021
#4	-23.44% Dec 31, 2020 - Jul 12, 2021	-2.70% Sep 10, 2021 - Dec 31, 2021
#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