STEP vs NHC

Comparison between StepStone Group Inc - Class A (STEP, Company) and National Healthcare Corp (NHC, Company).

STEP is from the Financial Services sector, while NHC is from the Healthcare sector.

5-Year PerformanceNHC has outperformed STEP, delivering a return of +27.9% compared to +0.7%

STEP vs NHC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	STEP(COMPANY)	NHC(COMPANY)
Market Cap	$3.43B	$3.44B
Max Drawdown	61.63%	63.27%
Sharpe Ratio	-0.67	2.67
5Y Beta	1.68	0.59
Industry	Asset Management	Medical Care Facilities
P/E Ratio	-4.63	27.69
Forward P/E	17.76	9.89
PEG Ratio	N/A	2.00
Dividend Yield	2.51%	1.15%
5Y Dividends CAGR	88.59%	9.20%
5Y EPS CAGR	N/A	6.33%
Debt to Equity	-71.34%	0.00%
Free Cash Flow Yield	0.54%	4.90%
P/S Ratio	3.45	2.26
P/B Ratio	32.40	3.19

Market Cap

STEP

$3.43B

Winner

NHC

$3.44B

Max Drawdown

Winner

STEP

61.63%

NHC

63.27%

Sharpe Ratio

STEP

-0.67

Winner

NHC

2.67

5Y Beta

STEP

1.68

Winner

NHC

0.59

Industry

STEP

Asset Management

NHC

Medical Care Facilities

P/E Ratio

Winner

STEP

-4.63

NHC

27.69

Forward P/E

STEP

17.76

Winner

NHC

9.89

PEG Ratio

STEP

N/A

NHC

2.00

Dividend Yield

Winner

STEP

2.51%

NHC

1.15%

5Y Dividends CAGR

Winner

STEP

88.59%

NHC

9.20%

5Y EPS CAGR

STEP

N/A

NHC

6.33%

Debt to Equity

Winner

STEP

-71.34%

NHC

0.00%

Free Cash Flow Yield

STEP

0.54%

Winner

NHC

4.90%

P/S Ratio

STEP

3.45

Winner

NHC

2.26

P/B Ratio

STEP

32.40

Winner

NHC

3.19

STEP vs NHC - Historical Returns

Returns include dividend reinvestment.

Period	STEP	NHC
1 month	-5.45%	+11.36%
3 months	-24.79%	+30.27%
6 months	-43.10%	+55.77%
1 year	-31.63%	+135.70%
5 years(CAGR)	+0.67%	+27.89%
10 years(CAGR)	N/A	+16.03%
Max(CAGR)	+11.40%	+16.91%

STEP

-5.45%

Winner

NHC

+11.36%

STEP

-24.79%

Winner

NHC

+30.27%

STEP

-43.10%

Winner

NHC

+55.77%

STEP

-31.63%

Winner

NHC

+135.70%

5Y(CAGR)

STEP

+0.67%

Winner

NHC

+27.89%

10Y(CAGR)

STEP

N/A

NHC

+16.03%

Max(CAGR)

STEP

+11.40%

Winner

NHC

+16.91%

STEP vs NHC - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	STEP	NHC
2026	-37.59%	+71.08%
2025	+12.07%	+31.67%
2024	+86.60%	+17.97%
2023	+33.05%	+60.36%
2022	-36.47%	-10.60%
2021	+9.73%	+3.99%
2020	+59.20%	-20.77%
2019	N/A	+14.06%
2018	N/A	+30.28%
2017	N/A	-16.90%
2016	N/A	+26.33%
2015	N/A	+2.06%
2014	N/A	+19.72%
2013	N/A	+11.76%
2012	N/A	+14.67%
2011	N/A	-7.15%
2010	N/A	+29.25%
2009	N/A	-26.70%
2008	N/A	+1.76%
2007	N/A	-5.30%
2006	N/A	+51.38%
2005	N/A	+11.02%
2004	N/A	+82.83%
2003	N/A	+9.04%
2002	N/A	+18.64%
2001	N/A	+113.83%
2000	N/A	+50.16%
1999	N/A	-14.29%

STEP vs NHC Drawdown Comparison

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

The maximum drawdown for NHC was -63.27%, occurring on Oct 18, 2000. Recovery took 286 trading sessions.

The current STEP drawdown is -45.49%. The current NHC drawdown is -2.91%.

Rank	STEP	NHC
#1	-60.20% Nov 15, 2021 - Aug 13, 2024	-63.27% Nov 1, 1999 - Dec 18, 2000
#2	-46.90% Jan 16, 2026 - Jun 26, 2026	-42.93% Nov 16, 2006 - Jan 2, 2013
#3	-38.28% Nov 11, 2024 - Oct 6, 2025	-38.78% Aug 17, 2001 - Jun 28, 2002
#4	-23.44% Dec 31, 2020 - Jul 12, 2021	-35.27% Jan 8, 2020 - Dec 4, 2023
#5	-15.84% Sep 2, 2021 - Nov 9, 2021	-33.40% Aug 30, 2024 - Nov 25, 2025
#6	-13.33% Nov 13, 2020 - Dec 4, 2020	-32.80% Jun 28, 2002 - Nov 24, 2003
#7	-12.47% Oct 6, 2025 - Jan 5, 2026	-23.85% Dec 27, 2016 - Aug 14, 2018
#8	-7.28% Oct 9, 2020 - Nov 3, 2020	-18.27% Dec 2, 2004 - Feb 28, 2005
#9	-6.89% Aug 30, 2024 - Sep 18, 2024	-18.20% May 4, 2004 - Oct 6, 2004
#10	-6.65% Sep 22, 2020 - Oct 9, 2020	-17.70% Feb 28, 2005 - Nov 3, 2005
#11	-6.27% Aug 10, 2021 - Aug 30, 2021	-14.98% Nov 24, 2003 - Feb 18, 2004
#12	-5.08% Jul 29, 2021 - Aug 6, 2021	-14.44% Jan 31, 2001 - Mar 23, 2001
#13	-4.76% Oct 29, 2024 - Nov 6, 2024	-14.19% Jun 8, 2006 - Aug 29, 2006
#14	-4.11% Dec 14, 2020 - Dec 18, 2020	-14.14% Feb 19, 2019 - Jul 16, 2019
#15	-3.97% Jul 12, 2021 - Jul 20, 2021	-13.65% Jul 31, 2024 - Aug 30, 2024

Correlation

Correlation between STEP and NHC is 0.67 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.67

-101

Dividend Comparison (2004 - 2026)

STEP vs NHC dividend yield comparison.

Year	STEP	NHC
2026	2.73%	0.59%
2025	2.24%	1.85%
2024	1.81%	2.25%
2023	3.36%	2.53%
2022	2.98%	3.80%
2021	0.87%	3.11%
2020	0.00%	3.13%
2019	0.00%	2.38%
2018	0.00%	2.52%
2017	0.00%	3.10%
2016	0.00%	2.31%
2015	0.00%	3.14%
2014	0.00%	2.13%
2013	0.00%	2.34%
2012	0.00%	4.68%
2011	0.00%	2.82%
2010	0.00%	2.38%
2009	0.00%	2.82%
2008	0.00%	2.23%
2007	0.00%	1.57%
2006	0.00%	1.25%
2005	0.00%	1.54%
2004	0.00%	1.42%