COMP <GO>
MC vs STEP // ALTMAN Z-SCORE & DEBT/EQUITY
Moelis & Company (NYSE) VS. StepStone Group Inc. (NASDAQ) • 15-METRIC TALLY: MC 7
— STEP 4
■ METRIC PARITY
LAST: $58.59 (-2.32%) • MKT CAP: $4.59B
balance-sheet
—
LAST: $43.22 (-2.81%) • MKT CAP: $5.22B
balance-sheet
—
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (MC VS. STEP)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | MC | STEP | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 42.80% | -35.00% | +77.80 | MC | /roic <GO> |
| EV/EBITDA & P/E Valuation | 15.2x | — | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 11.50% | 1.19% | +10.31 | MC | /fcf-yield <GO> |
| Operating Margin | 20.80% | -45.50% | +66.30 | MC | /operating-margins <GO> |
| Net Profit Margin | 19.80% | -37.30% | +57.10 | MC | /net-margins <GO> |
| Revenue Growth (YoY) | 23.10% | 69.70% | -46.60 | STEP | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 2.19% | -2.19 | STEP | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity ACTIVE | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 7/9 | +2.00 | MC | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 53.2 | 47.3 | +5.90 | MC | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.88 | 0.92 | -0.04 | STEP | /macro-sensitivity <GO> |
| Forward P/E Multiple | 15.2x | 18.0x | -2.80 | MC | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $4.59B | $5.22B | -$629.9M | STEP | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | MC REV | STEP REV | MC GROSS % | STEP GROSS % | MC FCF | STEP FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $0 | $1.99B | — | — | $540.0M | $63.9M |
| FY 2024 | $0 | $1.17B | — | — | $415.4M | $59.8M |
| FY 2023 | $0 | $711.6M | — | — | $158.5M | $129.5M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
MC // BETA 0.88
STEP // BETA 0.92