StepStone (US:STEP) ZACKS·2025-07-31 15:07Core Viewpoint - Wall Street anticipates a year-over-year decline in earnings for StepStone Group Inc. despite higher revenues, with a focus on how actual results compare to estimates impacting stock price [1][2]. Earnings Expectations - The upcoming earnings report is expected to show earnings of $0.44 per share, reflecting an 8.3% decrease year-over-year, while revenues are projected to be $238.25 million, a 7.7% increase from the previous year [3]. - The consensus EPS estimate has been revised 0.77% higher in the last 30 days, indicating a slight bullish sentiment among analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP for StepStone Group is +7.63%, suggesting a higher Most Accurate Estimate compared to the Zacks Consensus Estimate, indicating a likelihood of beating the consensus EPS [12]. - The company holds a Zacks Rank of 3, which, when combined with a positive Earnings ESP, suggests a strong potential for an earnings beat [10][12]. Historical Performance - In the last reported quarter, StepStone Group exceeded the expected earnings of $0.46 per share by delivering $0.68, resulting in a surprise of +47.83% [13]. - Over the past four quarters, the company has surpassed consensus EPS estimates three times [14]. Industry Context - Another company in the same industry, Brookfield Asset Management, is expected to report earnings of $0.39 per share, indicating a 14.7% year-over-year increase, but has a negative Earnings ESP of -0.06% and a Zacks Rank of 4, making predictions of an earnings beat uncertain [18][19][20].