StepStone Group (NASDAQ:STEP – Get Free Report) and Webull (NASDAQ:BULL – Get Free Report) are both mid-cap finance companies, but which is the superior investment? We will compare the two companies based on the strength of their profitability, earnings, dividends, risk, analyst recommendations, valuation and institutional ownership.
Institutional & Insider Ownership
55.5% of StepStone Group shares are held by institutional investors. Comparatively, 92.5% of Webull shares are held by institutional investors. 16.5% of StepStone Group shares are held by company insiders. Comparatively, 35.0% of Webull shares are held by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.
Analyst Recommendations
This is a breakdown of current ratings and price targets for StepStone Group and Webull, as reported by MarketBeat.com.
| Sell Ratings | Hold Ratings | Buy Ratings | Strong Buy Ratings | Rating Score | |
| StepStone Group | 1 | 2 | 4 | 2 | 2.78 |
| Webull | 1 | 0 | 1 | 2 | 3.00 |
Profitability
This table compares StepStone Group and Webull’s net margins, return on equity and return on assets.
| Net Margins | Return on Equity | Return on Assets | |
| StepStone Group | -40.06% | 21.53% | 5.22% |
| Webull | N/A | -5.05% | 1.37% |
Earnings & Valuation
This table compares StepStone Group and Webull”s gross revenue, earnings per share and valuation.
| Gross Revenue | Price/Sales Ratio | Net Income | Earnings Per Share | Price/Earnings Ratio | |
| StepStone Group | $1.17 billion | 7.37 | -$179.56 million | ($8.00) | -9.16 |
| Webull | $390.23 million | 9.82 | -$22.69 million | ($1.12) | -6.82 |
Webull has lower revenue, but higher earnings than StepStone Group. StepStone Group is trading at a lower price-to-earnings ratio than Webull, indicating that it is currently the more affordable of the two stocks.
Volatility and Risk
StepStone Group has a beta of 1.34, indicating that its share price is 34% more volatile than the S&P 500. Comparatively, Webull has a beta of -0.1, indicating that its share price is 110% less volatile than the S&P 500.
Summary
Webull beats StepStone Group on 9 of the 14 factors compared between the two stocks.
About StepStone Group
StepStone Group Inc. is a private equity and venture capital firm specializing in direct, fund of funds, secondary direct, and secondary indirect investments. For direct investment, it seeks to invest in private debt, venture debt, incubation, mezzanine, distressed/vulture, seed/startup, early venture, mid venture, late venture, emerging growth, later stage, turnaround, growth capital, industry consolidation, recapitalization, buyout investments in mature and middle market companies. It prefers to invest in natural resources, technology, healthcare, services, materials, manufacturing, consumer durables, apparel, hotels, restaurants and leisure, media, retailing, power, utilities consumer staples, financials, telecommunication services, clean energy/renewables, transport, social, natural capital, infrastructure, corporate, real estate, credit and real asset. The firm invests globally with a focus on United States, North America, Europe, Asia, Latin America, Middle East, Africa, Brazil, Mexico, Argentina, Colombia, New Zealand, China, India, Korea, Japan, Taiwan, and Australia region. The firm invests between 5% and 40% in emerging markets. For fund of fund investment, it seeks to invest in private equity funds, venture capital funds, Special situation funds, Real estate funds, Infrastructure funds, mezzanine funds, and turnaround/distressed funds. It considers investments in both domestic and international funds. It also seeks to make co-investments and follow-on investments and considers partial interests in funds. StepStone Group Inc. was founded in 2007 and is based in New York, New York with additional offices across North America, South America, Europe, Australia and Asia.
About Webull
Webull Corp. engages in the provision of financial services. It offers trading, wealth management product distribution, market data and information, user community, and investor education. The company was founded by An Quan Wang in 2016 and is headquartered in St. Petersburg, FL.
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