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BX vs STEP
Which Stock Would AI Choose? Blackstone (BX) vs. StepStone Group (STEP) Stock Comparison
Key Takeaways
- Blackstone (BX) maintains a significantly larger scale with record Assets Under Management (AUM) and broad exposure across private equity, real estate, and infrastructure, while StepStone Group (STEP) focuses more narrowly on private markets solutions and secondaries.
- Over recent weeks, BX shares have traded in a consolidating range near $126.91 and remained roughly flat, whereas STEP has shown modest gains to around $43.55 amid positive private markets momentum.
- BX benefits from high-profile AI-related partnerships and infrastructure deals, while STEP has advanced data and benchmarking collaborations such as with PitchBook.
- Both firms operate in the alternatives sector with fee-based models, but BX faces more analyst price target adjustments ahead of its July 23 earnings report, while STEP carries a consensus Buy rating from analysts.
- Relative performance highlights BX’s stability in a large-cap context versus STEP’s stronger year-to-date return of approximately 30%, reflecting differences in size and growth profiles.
- Market sentiment for both remains tied to private markets fundraising and realization activity, with limited short-term catalysts differentiating them beyond sector-wide trends.
Introduction
Blackstone (BX) and StepStone Group (STEP) represent two prominent players in the alternatives asset management space, offering investors exposure to private markets through distinct business models. This comparison examines their recent stock behavior, operational developments, and relative positioning within the current market environment. Professional traders and institutional investors monitoring alternatives may find the analysis useful for assessing diversification opportunities, while individual investors seeking to understand fee-based growth dynamics in private equity and related strategies could gain relevant context. The review draws on observable performance metrics and sector trends without projecting future outcomes.
BX Overview and Recent Performance
Blackstone Inc. (BX) is a leading global alternative asset manager with operations spanning private equity, real estate, credit, and infrastructure. In recent market activity, shares have consolidated within a range of approximately $113 to $129, closing near $126.91 as of July 17, 2026, and remaining roughly flat over the trailing 30 days. Year-to-date returns stand at about 15.94%. Key influences include an intra-quarter update projecting over $500 million in realization-related revenue for the second quarter and ongoing expansion in AI infrastructure initiatives, including partnerships such as with Anthropic. Upcoming second-quarter earnings on July 23, 2026, represent a near-term focus, with analysts anticipating EPS around $1.35. Sentiment has been shaped by mixed analyst target revisions alongside the firm’s record AUM levels.
STEP Overview and Recent Performance
StepStone Group Inc. (STEP) specializes in private markets investment solutions, including fund-of-funds, secondaries, and co-investments across private equity, venture capital, and infrastructure. Recent performance shows shares advancing to $43.55 as of July 17, 2026, with a year-to-date return of approximately 30.43%. Developments include the May 20, 2026, release of fourth-quarter and fiscal year 2026 results, highlighting AUM growth and resilient fundraising. Additional activity encompasses a partnership with PitchBook to deliver deal-level benchmarking data. The stock has exhibited outperformance relative to broader financial services in certain periods, supported by operational metrics such as higher activity levels in evergreen funds. Market positioning reflects steady demand for its data-driven private markets platform amid sector recovery.
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Head-to-Head Comparison
Business models differ markedly: Blackstone (BX) operates as a diversified alternatives giant with substantial scale in direct investments and funds, generating revenue from management fees and performance realizations, whereas StepStone Group (STEP) emphasizes advisory and solutions-oriented services with a heavier reliance on data analytics and benchmarking. Growth drivers for BX include large-scale infrastructure and AI-related deals, while STEP benefits from sequential AUM increases and partnerships enhancing transparency in private markets. Recent momentum favors STEP’s stronger year-to-date gains compared with BX’s consolidation phase. Risk factors encompass market sensitivity to interest rates and fundraising cycles for both, though BX’s larger size may imply greater liquidity but also broader exposure to economic cycles. Sector exposure remains concentrated in alternatives for each, with sentiment influenced by private equity activity levels. Trade-offs center on BX’s stability and breadth versus STEP’s potentially higher growth sensitivity in niche segments.
Tickeron AI Verdict
Based on observable factors such as trend consistency in recent weeks, relative positioning within the alternatives sector, and near-term catalysts, Tickeron’s AI models currently assign a modestly higher probabilistic preference to StepStone Group (STEP) over Blackstone (BX). This assessment incorporates STEP’s stronger year-to-date performance and ongoing AUM expansion alongside BX’s consolidation and upcoming earnings event. Market conditions and additional data releases could alter these weightings.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
Disclaimers and LimitationsTo compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BX is a Hold and STEP is a Hold.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
BX’s FA Score shows that 2 FA rating(s) are green whileSTEP’s FA Score has 2 green FA rating(s).
- BX’s FA Score: 2 green, 3 red.
- STEP’s FA Score: 2 green, 3 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
BX’s TA Score shows that 5 TA indicator(s) are bullish while STEP’s TA Score has 4 bullish TA indicator(s).
- BX’s TA Score: 5 bullish, 4 bearish.
- STEP’s TA Score: 4 bullish, 3 bearish.
Price Growth
BX (@Investment Managers) experienced а +3.10% price change this week, while STEP (@Investment Managers) price change was +1.37% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was -0.02%. For the same industry, the average monthly price growth was -1.50%, and the average quarterly price growth was -11.40%.
Reported Earning Dates
BX is expected to report earnings on Jul 23, 2026.
STEP is expected to report earnings on Aug 06, 2026.
Industries' Descriptions
@Investment Managers (-0.02% weekly)Investment Managers manage financial assets and other investments of clients. Management includes designing a short- or long-term strategy for buying/holding and selling of portfolio holdings. It can also include tax services and other aspects of financial planning as well. While it is perceived that the industry is faced with growing competition from robo-advisors/digital platforms and passive/ index-tracking funds, many investors still find value in actively managed in-person services that investment management companies often emphasize on. At the same time, many wealth managers are also incorporating digital initiatives/low cost options in addition to their in-person customized services. Their main sources of revenues are fees as a percentage of assets under management, in addition to a certain portion of clients’ gains from asset appreciation. BlackRock, Inc., Blackstone Group Inc and Brookfield Asset Management are some of the major investment management companies.
| BX | STEP | BX / STEP | |
| Capitalization | 155B | 3.56B | 4,358% |
| EBITDA | N/A | -826.94M | - |
| Gain YTD | -15.937 | -30.426 | 52% |
| P/E Ratio | 32.54 | 104.85 | 31% |
| Revenue | 12.6B | 1.99B | 632% |
| Total Cash | N/A | N/A | - |
| Total Debt | 14.2B | 1.31B | 1,088% |
BX | STEP | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 50 | 50 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 13 Undervalued | 12 Undervalued | |
PROFIT vs RISK RATING 1..100 | 71 | 76 | |
SMR RATING 1..100 | 29 | 100 | |
PRICE GROWTH RATING 1..100 | 60 | 76 | |
P/E GROWTH RATING 1..100 | 87 | 4 | |
SEASONALITY SCORE 1..100 | 50 | 85 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
STEP's Valuation (12) in the null industry is in the same range as BX (13) in the Investment Managers industry. This means that STEP’s stock grew similarly to BX’s over the last 12 months.
BX's Profit vs Risk Rating (71) in the Investment Managers industry is in the same range as STEP (76) in the null industry. This means that BX’s stock grew similarly to STEP’s over the last 12 months.
BX's SMR Rating (29) in the Investment Managers industry is significantly better than the same rating for STEP (100) in the null industry. This means that BX’s stock grew significantly faster than STEP’s over the last 12 months.
BX's Price Growth Rating (60) in the Investment Managers industry is in the same range as STEP (76) in the null industry. This means that BX’s stock grew similarly to STEP’s over the last 12 months.
STEP's P/E Growth Rating (4) in the null industry is significantly better than the same rating for BX (87) in the Investment Managers industry. This means that STEP’s stock grew significantly faster than BX’s over the last 12 months.
| BX | STEP | |
|---|---|---|
| RSI ODDS (%) | N/A | 5 days ago 80% |
| Stochastic ODDS (%) | 4 days ago 56% | 4 days ago 71% |
| Momentum ODDS (%) | 4 days ago 87% | 4 days ago 83% |
| MACD ODDS (%) | 4 days ago 69% | 4 days ago 85% |
| TrendWeek ODDS (%) | 4 days ago 70% | 4 days ago 77% |
| TrendMonth ODDS (%) | 4 days ago 65% | 4 days ago 74% |
| Advances ODDS (%) | 5 days ago 70% | 6 days ago 75% |
| Declines ODDS (%) | 13 days ago 69% | 8 days ago 73% |
| BollingerBands ODDS (%) | 4 days ago 67% | N/A |
| Aroon ODDS (%) | 5 days ago 67% | 4 days ago 73% |
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