STEP vs USLM

Comparison between StepStone Group Inc - Class A (STEP, Company) and United States Lime & Minerals Inc (USLM, Company).

STEP is from the Financial Services sector, while USLM is from the Basic Materials sector.

5-Year PerformanceUSLM has outperformed STEP, delivering a return of +31.5% compared to +5.3%

STEP vs USLM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	STEP(COMPANY)	USLM(COMPANY)
Market Cap	$3.43B	$3.42B
Max Drawdown	61.63%	64.71%
Sharpe Ratio	-0.18	0.25
5Y Beta	1.67	1.22
Industry	Asset Management	Building Materials
P/E Ratio	-4.63	25.38
Forward P/E	19.05	15.24
PEG Ratio	N/A	1.60
Dividend Yield	2.43%	0.20%
5Y Dividends CAGR	88.59%	18.57%
5Y EPS CAGR	N/A	37.75%
Debt to Equity	-71.34%	0.00%
Free Cash Flow Yield	0.54%	2.68%
P/S Ratio	3.45	N/A
P/B Ratio	32.40	N/A

Market Cap

Winner

STEP

$3.43B

USLM

$3.42B

Max Drawdown

Winner

STEP

61.63%

USLM

64.71%

Sharpe Ratio

STEP

-0.18

Winner

USLM

0.25

5Y Beta

STEP

1.67

Winner

USLM

1.22

Industry

STEP

Asset Management

USLM

Building Materials

P/E Ratio

Winner

STEP

-4.63

USLM

25.38

Forward P/E

STEP

19.05

Winner

USLM

15.24

PEG Ratio

STEP

N/A

USLM

1.60

Dividend Yield

Winner

STEP

2.43%

USLM

0.20%

5Y Dividends CAGR

Winner

STEP

88.59%

USLM

18.57%

5Y EPS CAGR

STEP

N/A

USLM

37.75%

Debt to Equity

Winner

STEP

-71.34%

USLM

0.00%

Free Cash Flow Yield

STEP

0.54%

Winner

USLM

2.68%

P/S Ratio

STEP

3.45

USLM

N/A

P/B Ratio

STEP

32.40

USLM

N/A

STEP vs USLM - Historical Returns

Returns include dividend reinvestment.

Period	STEP	USLM
1 month	+21.37%	+13.62%
3 months	-3.16%	+7.42%
6 months	-6.24%	+8.36%
1 year	-13.92%	-4.19%
5 years(CAGR)	+5.31%	+31.52%
10 years(CAGR)	N/A	+26.34%
Max(CAGR)	+16.04%	+18.46%

Winner

STEP

+21.37%

USLM

+13.62%

STEP

-3.16%

Winner

USLM

+7.42%

STEP

-6.24%

Winner

USLM

+8.36%

STEP

-13.92%

Winner

USLM

-4.19%

5Y(CAGR)

STEP

+5.31%

Winner

USLM

+31.52%

10Y(CAGR)

STEP

N/A

USLM

+26.34%

Max(CAGR)

STEP

+16.04%

Winner

USLM

+18.46%

STEP vs USLM - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	STEP	USLM
2026	-20.10%	-2.83%
2025	+12.07%	-1.75%
2024	+86.60%	+189.33%
2023	+33.05%	+68.82%
2022	-36.47%	+8.82%
2021	+9.73%	+12.51%
2020	+59.20%	+28.58%
2019	N/A	+33.64%
2018	N/A	-7.86%
2017	N/A	+4.41%
2016	N/A	+38.83%
2015	N/A	-22.95%
2014	N/A	+22.01%
2013	N/A	+23.60%
2012	N/A	-24.29%
2011	N/A	+36.92%
2010	N/A	+24.13%
2009	N/A	+38.12%
2008	N/A	-22.29%
2007	N/A	+1.47%
2006	N/A	+15.69%
2005	N/A	+136.55%
2004	N/A	+54.00%
2003	N/A	+80.11%
2002	N/A	-29.97%
2001	N/A	+15.25%
2000	N/A	-26.20%
1999	N/A	-8.63%

STEP vs USLM Drawdown Comparison

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

The maximum drawdown for USLM was -62.52%, occurring on Apr 11, 2003. Recovery took 932 trading sessions.

The current STEP drawdown is -30.22%. The current USLM drawdown is -25.19%.

Rank	STEP	USLM
#1	-60.20% Nov 15, 2021 - Aug 13, 2024	-62.52% Mar 14, 2000 - Nov 28, 2003
#2	-46.90% Jan 16, 2026 - Jun 26, 2026	-58.98% Jun 23, 2008 - Jul 15, 2009
#3	-38.28% Nov 11, 2024 - Oct 6, 2025	-45.87% Nov 26, 2024 - Mar 10, 2025
#4	-23.44% Dec 31, 2020 - Jul 12, 2021	-38.36% Nov 12, 2014 - Nov 23, 2016
#5	-15.84% Sep 2, 2021 - Nov 9, 2021	-37.72% Feb 3, 2012 - Jun 9, 2014
#6	-13.33% Nov 13, 2020 - Dec 4, 2020	-35.13% Sep 27, 2005 - Aug 28, 2006
#7	-12.47% Oct 6, 2025 - Jan 5, 2026	-34.95% Dec 4, 2019 - Aug 12, 2020
#8	-7.28% Oct 9, 2020 - Nov 3, 2020	-33.44% Mar 10, 2021 - Feb 6, 2023
#9	-6.89% Aug 30, 2024 - Sep 18, 2024	-32.71% Mar 15, 2005 - Jun 10, 2005
#10	-6.65% Sep 22, 2020 - Oct 9, 2020	-30.26% Oct 17, 2017 - Nov 25, 2019
#11	-6.27% Aug 10, 2021 - Aug 30, 2021	-30.08% Jul 1, 2004 - Jan 31, 2005
#12	-5.08% Jul 29, 2021 - Aug 6, 2021	-29.47% Jul 21, 2009 - Oct 14, 2011
#13	-4.76% Oct 29, 2024 - Nov 6, 2024	-27.05% Jul 10, 2007 - Jun 9, 2008
#14	-4.11% Dec 14, 2020 - Dec 18, 2020	-23.04% Jan 20, 2004 - Jun 16, 2004
#15	-3.97% Jul 12, 2021 - Jul 20, 2021	-20.85% Nov 17, 1999 - Mar 2, 2000

Correlation

Correlation between STEP and USLM is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89

-101

Dividend Comparison (1999 - 2026)

STEP vs USLM dividend yield comparison.

Year	STEP	USLM
2026	2.14%	0.10%
2025	2.24%	0.20%
2024	1.81%	0.15%
2023	3.36%	0.35%
2022	2.98%	0.57%
2021	0.87%	0.50%
2020	0.00%	0.56%
2019	0.00%	6.52%
2018	0.00%	0.76%
2017	0.00%	0.70%
2016	0.00%	0.66%
2015	0.00%	0.91%
2014	0.00%	0.69%
2003	0.00%	0.74%
2002	0.00%	2.70%
2001	0.00%	1.77%
2000	0.00%	2.00%
1999	0.00%	0.36%