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BX vs STEP
Which Stock Would AI Choose? Blackstone Inc. (BX) vs. StepStone Group Inc. (STEP) Stock Comparison
Key Takeaways
- Both BX and STEP have outperformed the S&P 500 year-to-date, with BX at approximately +15% and STEP at +14%.
- BX, the world's largest alternative asset manager, benefits from broad diversification across private equity, real estate, and credit, supporting stable fee revenues amid market volatility.
- STEP focuses on private markets advisory and secondaries, highlighted by a recent $3.1 billion structured solutions vehicle closure, driving niche growth.
- Recent weeks show momentum for both, with analyst upgrades including Oppenheimer's Outperform on BX ($154 target) and UBS Buy on STEP ($60 target).
- BX's larger scale (market cap ~$158B) contrasts STEP's ~$7B, offering different risk-reward profiles for investors.
- Upcoming earnings for BX could catalyze further relative performance gains.
Introduction
Blackstone Inc. (BX) and StepStone Group Inc. (STEP) operate in the alternative asset management space, where demand for private equity, real estate, and secondaries remains robust amid shifting public market dynamics. This stock comparison evaluates their business models, recent market positioning, and performance trends, aiding investors seeking exposure to non-traditional assets. Traders focused on momentum and growth-oriented financials, as well as long-term holders assessing relative valuation in asset management, will find insights into sector contrasts and opportunities.
BX Overview and Recent Performance
Blackstone Inc. (BX) is the world's largest alternative asset manager, with segments spanning private equity, real estate (including opportunistic and core+ strategies), credit, and hedge fund solutions. Its diversified platform generates stable fee-related earnings (a key revenue metric less sensitive to market swings) and performance fees from realizations. In recent market activity, BX shares have shown resilience, gaining amid broader financial sector volatility, supported by assets under management (AUM) growth and positive analyst revisions like Oppenheimer's upgrade to Outperform with a $154 target. Sentiment has improved on expectations of earnings growth and recovery from earlier YTD pressures, with the stock trading around $129, well off its 52-week high but reflecting upward momentum.
STEP Overview and Recent Performance
StepStone Group Inc. (STEP) provides customized investment solutions in private markets, emphasizing primary fund commitments, secondaries, and co-investments for institutions and high-net-worth clients. Its model thrives on fundraising momentum and liquidity events in private equity and venture capital. Recent performance highlights include closing a $3.1 billion secondaries vehicle—the largest of its kind—and strong Q3 fiscal 2026 results with 34% year-over-year growth in core fee-related earnings. Shares, around $55, have reclaimed key technical levels like the 50-day moving average and flashed a golden cross signal, buoyed by UBS initiating Buy coverage at $60. These developments have fueled positive sentiment in recent weeks.
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Head-to-Head Comparison
BX and STEP both capitalize on private markets tailwinds but differ in scale and focus. BX's massive ~$158B market cap enables broader diversification and global reach, mitigating risks from any single asset class, while STEP's ~$7B cap allows nimbler growth via specialized secondaries and advisory fees. Growth drivers include fundraising for both, but STEP shows higher recent 1-year returns (~20% vs. BX's 2%), reflecting smaller-cap volatility. Risk factors: BX faces macro sensitivity in real estate; STEP higher reliance on private deal flow. Market sentiment favors both amid alternatives boom, with similar YTD outperformance but BX offering greater liquidity.
Tickeron AI Verdict
Tickeron’s AI models currently favor BX over STEP based on superior scale, trend consistency in recent recovery, and catalysts like impending earnings. While STEP exhibits strong niche momentum, BX's diversified positioning and relative stability suggest higher probability of sustained outperformance in the near term.
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 Limitations
To 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 1 FA rating(s) are green whileSTEP’s FA Score has 2 green FA rating(s).
- BX’s FA Score: 1 green, 4 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 6 TA indicator(s) are bullish while STEP’s TA Score has 5 bullish TA indicator(s).
- BX’s TA Score: 6 bullish, 4 bearish.
- STEP’s TA Score: 5 bullish, 5 bearish.
Price Growth
BX (@Investment Managers) experienced а +5.51% price change this week, while STEP (@Investment Managers) price change was +10.38% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was -0.21%. For the same industry, the average monthly price growth was -0.44%, and the average quarterly price growth was -7.38%.
Reported Earning Dates
BX is expected to report earnings on Jul 16, 2026.
STEP is expected to report earnings on Aug 06, 2026.
Industries' Descriptions
@Investment Managers (-0.21% 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 | 153B | 3.75B | 4,083% |
| EBITDA | N/A | -826.94M | - |
| Gain YTD | -17.196 | -26.719 | 64% |
| P/E Ratio | 32.05 | 104.85 | 31% |
| Revenue | 12.6B | 1.99B | 632% |
| Total Cash | N/A | N/A | - |
| Total Debt | 14.2B | 1.31B | 1,088% |
BX | ||
|---|---|---|
OUTLOOK RATING 1..100 | 10 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 16 Undervalued | |
PROFIT vs RISK RATING 1..100 | 66 | |
SMR RATING 1..100 | 100 | |
PRICE GROWTH RATING 1..100 | 51 | |
P/E GROWTH RATING 1..100 | 74 | |
SEASONALITY SCORE 1..100 | 34 |
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.
| BX | STEP | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 86% | 2 days ago 74% |
| Stochastic ODDS (%) | 2 days ago 64% | 2 days ago 67% |
| Momentum ODDS (%) | 2 days ago 88% | 2 days ago 72% |
| MACD ODDS (%) | 2 days ago 81% | 2 days ago 79% |
| TrendWeek ODDS (%) | 2 days ago 71% | 2 days ago 77% |
| TrendMonth ODDS (%) | 2 days ago 66% | 2 days ago 73% |
| Advances ODDS (%) | 3 days ago 71% | 3 days ago 76% |
| Declines ODDS (%) | 11 days ago 67% | 9 days ago 71% |
| BollingerBands ODDS (%) | 2 days ago 50% | 2 days ago 86% |
| Aroon ODDS (%) | 2 days ago 64% | 2 days ago 74% |
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BX and
Correlation & Price change
A.I.dvisor indicates that over the last year, BX has been closely correlated with KKR. These tickers have moved in lockstep 84% of the time. This A.I.-generated data suggests there is a high statistical probability that if BX jumps, then KKR could also see price increases.
STEP and
Correlation & Price change
A.I.dvisor indicates that over the last year, STEP has been closely correlated with KKR. These tickers have moved in lockstep 74% of the time. This A.I.-generated data suggests there is a high statistical probability that if STEP jumps, then KKR could also see price increases.
| Ticker / NAME | Correlation To STEP | 1D Price Change % | ||
|---|---|---|---|---|
| STEP | 100% | -5.05% | ||
| KKR - STEP | 74% Closely correlated | -1.82% | ||
| HLNE - STEP | 74% Closely correlated | -6.64% | ||
| BX - STEP | 72% Closely correlated | -2.24% | ||
| ARES - STEP | 70% Closely correlated | -4.91% | ||
| CG - STEP | 69% Closely correlated | -2.43% | ||
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