STEP vs PENG

Comparison between StepStone Group Inc - Class A (STEP, Company) and Penguin Solutions Inc (PENG, Company).

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

5-Year PerformancePENG has outperformed STEP, delivering a return of +24.9% compared to +8.9%

STEP vs PENG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	STEP(COMPANY)	PENG(COMPANY)
Market Cap	$3.43B	$3.44B
Max Drawdown	61.63%	68.72%
Sharpe Ratio	-0.13	2.17
5Y Beta	1.63	2.10
Industry	Asset Management	Information Technology Services
P/E Ratio	-4.63	63.28
Forward P/E	18.73	12.48
Dividend Yield	2.24%	N/A
5Y Dividends CAGR	88.59%	N/A
5Y EPS CAGR	N/A	15.68%
Debt to Equity	-71.34%	112.15%
Free Cash Flow Yield	0.54%	2.88%
P/S Ratio	3.45	N/A
P/B Ratio	32.40	N/A

Market Cap

STEP

$3.43B

Winner

PENG

$3.44B

Max Drawdown

Winner

STEP

61.63%

PENG

68.72%

Sharpe Ratio

STEP

-0.13

Winner

PENG

2.17

5Y Beta

Winner

STEP

1.63

PENG

2.10

Industry

STEP

Asset Management

PENG

Information Technology Services

P/E Ratio

Winner

STEP

-4.63

PENG

63.28

Forward P/E

STEP

18.73

Winner

PENG

12.48

Dividend Yield

STEP

2.24%

PENG

N/A

5Y Dividends CAGR

STEP

88.59%

PENG

N/A

5Y EPS CAGR

STEP

N/A

PENG

15.68%

Debt to Equity

Winner

STEP

-71.34%

PENG

112.15%

Free Cash Flow Yield

STEP

0.54%

Winner

PENG

2.88%

P/S Ratio

STEP

3.45

PENG

N/A

P/B Ratio

STEP

32.40

PENG

N/A

STEP vs PENG - Historical Returns

Returns include dividend reinvestment.

Period	STEP	PENG
1 month	-14.25%	+46.90%
3 months	-1.61%	+283.50%
6 months	-26.56%	+243.30%
1 year	-12.82%	+239.48%
5 years(CAGR)	+8.86%	+24.95%
10 years(CAGR)	N/A	+28.89%
Max(CAGR)	+13.71%	+28.89%

STEP

-14.25%

Winner

PENG

+46.90%

STEP

-1.61%

Winner

PENG

+283.50%

STEP

-26.56%

Winner

PENG

+243.30%

STEP

-12.82%

Winner

PENG

+239.48%

5Y(CAGR)

STEP

+8.86%

Winner

PENG

+24.95%

10Y(CAGR)

STEP

N/A

PENG

+28.89%

Max(CAGR)

STEP

+13.71%

Winner

PENG

+28.89%

STEP vs PENG - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	STEP	PENG
2026	-30.50%	+231.11%
2025	+12.07%	+1.24%
2024	+86.60%	+4.75%
2023	+33.05%	+25.20%
2022	-36.47%	-59.23%
2021	+9.73%	+83.72%
2020	+59.20%	-3.36%
2019	N/A	+21.25%
2018	N/A	-16.97%
2017	N/A	+150.56%

STEP vs PENG Drawdown Comparison

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

The maximum drawdown for PENG was -68.72%, occurring on May 31, 2019. Recovery took 762 trading sessions.

The current STEP drawdown is -39.30%. The current PENG drawdown is -5.97%.

Rank	STEP	PENG
#1	-60.20% Nov 15, 2021 - Aug 13, 2024	-68.72% Mar 27, 2018 - Apr 7, 2021
#2	-44.11% Jan 16, 2026 - Jun 10, 2026	-65.40% Jan 3, 2022 - May 6, 2026
#3	-38.28% Nov 11, 2024 - Oct 6, 2025	-30.90% Nov 22, 2017 - Mar 15, 2018
#4	-23.44% Dec 31, 2020 - Jul 12, 2021	-26.84% Apr 16, 2021 - Nov 5, 2021
#5	-15.84% Sep 2, 2021 - Nov 9, 2021	-22.29% Oct 11, 2017 - Nov 22, 2017
#6	-13.33% Nov 13, 2020 - Dec 4, 2020	-18.05% Jun 3, 2026 - Jun 10, 2026
#7	-12.47% Oct 6, 2025 - Jan 5, 2026	-12.19% Jun 5, 2017 - Jun 22, 2017
#8	-7.28% Oct 9, 2020 - Nov 3, 2020	-11.28% Sep 12, 2017 - Sep 29, 2017
#9	-6.89% Aug 30, 2024 - Sep 18, 2024	-10.75% Jun 23, 2017 - Jul 26, 2017
#10	-6.65% Sep 22, 2020 - Oct 9, 2020	-7.54% May 14, 2026 - May 22, 2026
#11	-6.27% Aug 10, 2021 - Aug 30, 2021	-7.17% Aug 16, 2017 - Aug 31, 2017
#12	-5.08% Jul 29, 2021 - Aug 6, 2021	-7.10% Dec 8, 2021 - Dec 21, 2021
#13	-4.76% Oct 29, 2024 - Nov 6, 2024	-5.99% Mar 21, 2018 - Mar 23, 2018
#14	-4.11% Dec 14, 2020 - Dec 18, 2020	-5.50% Nov 24, 2021 - Dec 7, 2021
#15	-3.97% Jul 12, 2021 - Jul 20, 2021	-5.26% Jul 26, 2017 - Aug 15, 2017