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Side-by-side financial comparison of StepStone Group Inc. (STEP) and Vontier Corp (VNT). Click either name above to swap in a different company.
Vontier Corp is the larger business by last-quarter revenue ($808.5M vs $586.5M, roughly 1.4× StepStone Group Inc.). Vontier Corp runs the higher net margin — 15.3% vs -21.0%, a 36.3% gap on every dollar of revenue. On growth, StepStone Group Inc. posted the faster year-over-year revenue change (73.0% vs 4.1%). Vontier Corp produced more free cash flow last quarter ($174.8M vs $26.7M). Over the past eight quarters, StepStone Group Inc.'s revenue compounded faster (28.2% CAGR vs 3.4%).
Rosetta Stone Inc. is an American education technology software company that develops language, literacy and brain-fitness software. Best known for its language-learning products, in 2013, the company expanded beyond language into education-technology with its acquisitions of Livemocha, Lexia Learning, Fit Brains, and Tell Me More. In 2021, it became a subsidiary of IXL Learning.
Vontier Corporation is an industrial manufacturing company headquartered in Raleigh, North Carolina. It owns the brands Gilbarco Veeder-Root, Matco Tools and Teletrac Navman, including subsidiaries Hennessy Industries, Gasboy, and Global Traffic Technologies (GTT).
STEP vs VNT — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $586.5M | $808.5M |
| Net Profit | $-123.5M | $123.5M |
| Gross Margin | — | — |
| Operating Margin | -33.2% | 18.9% |
| Net Margin | -21.0% | 15.3% |
| Revenue YoY | 73.0% | 4.1% |
| Net Profit YoY | 35.7% | 0.0% |
| EPS (diluted) | $-1.55 | $0.85 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $586.5M | $808.5M | ||
| Q3 25 | $454.2M | $752.5M | ||
| Q2 25 | $364.3M | $773.5M | ||
| Q1 25 | $377.7M | $741.1M | ||
| Q4 24 | $339.0M | $776.8M | ||
| Q3 24 | $271.7M | $750.0M | ||
| Q2 24 | $186.4M | $696.4M | ||
| Q1 24 | $356.8M | $755.8M |
| Q4 25 | $-123.5M | $123.5M | ||
| Q3 25 | $-366.1M | $102.8M | ||
| Q2 25 | $-38.4M | $91.9M | ||
| Q1 25 | $-18.5M | $87.9M | ||
| Q4 24 | $-192.0M | $123.5M | ||
| Q3 24 | $17.6M | $91.8M | ||
| Q2 24 | $13.3M | $70.1M | ||
| Q1 24 | $30.8M | $136.8M |
| Q4 25 | — | — | ||
| Q3 25 | — | 47.3% | ||
| Q2 25 | — | 47.9% | ||
| Q1 25 | — | 47.3% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 47.2% | ||
| Q2 24 | — | 48.2% | ||
| Q1 24 | — | 49.2% |
| Q4 25 | -33.2% | 18.9% | ||
| Q3 25 | -148.8% | 18.9% | ||
| Q2 25 | -5.6% | 17.6% | ||
| Q1 25 | 2.6% | 17.6% | ||
| Q4 24 | -101.7% | 19.2% | ||
| Q3 24 | 21.3% | 17.5% | ||
| Q2 24 | 29.4% | 16.4% | ||
| Q1 24 | 26.5% | 18.8% |
| Q4 25 | -21.0% | 15.3% | ||
| Q3 25 | -80.6% | 13.7% | ||
| Q2 25 | -10.5% | 11.9% | ||
| Q1 25 | -4.9% | 11.9% | ||
| Q4 24 | -56.6% | 15.9% | ||
| Q3 24 | 6.5% | 12.2% | ||
| Q2 24 | 7.2% | 10.1% | ||
| Q1 24 | 8.6% | 18.1% |
| Q4 25 | $-1.55 | $0.85 | ||
| Q3 25 | $-4.66 | $0.70 | ||
| Q2 25 | $-0.49 | $0.62 | ||
| Q1 25 | $-0.37 | $0.59 | ||
| Q4 24 | $-2.61 | $0.82 | ||
| Q3 24 | $0.26 | $0.60 | ||
| Q2 24 | $0.20 | $0.45 | ||
| Q1 24 | $0.47 | $0.88 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $492.2M |
| Total DebtLower is stronger | $270.2M | — |
| Stockholders' EquityBook value | $-378.8M | $1.2B |
| Total Assets | $5.2B | $4.4B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $492.2M | ||
| Q3 25 | — | $433.8M | ||
| Q2 25 | — | $364.2M | ||
| Q1 25 | — | $333.6M | ||
| Q4 24 | — | $356.4M | ||
| Q3 24 | — | $330.9M | ||
| Q2 24 | — | $331.3M | ||
| Q1 24 | — | $406.0M |
| Q4 25 | $270.2M | — | ||
| Q3 25 | $269.9M | — | ||
| Q2 25 | $269.6M | — | ||
| Q1 25 | $269.3M | — | ||
| Q4 24 | $168.9M | — | ||
| Q3 24 | $172.3M | — | ||
| Q2 24 | $172.1M | — | ||
| Q1 24 | $148.8M | — |
| Q4 25 | $-378.8M | $1.2B | ||
| Q3 25 | $-233.5M | $1.2B | ||
| Q2 25 | $153.9M | $1.2B | ||
| Q1 25 | $179.4M | $1.1B | ||
| Q4 24 | $209.8M | $1.1B | ||
| Q3 24 | $397.5M | $1.0B | ||
| Q2 24 | $366.9M | $1.0B | ||
| Q1 24 | $324.5M | $984.9M |
| Q4 25 | $5.2B | $4.4B | ||
| Q3 25 | $5.3B | $4.4B | ||
| Q2 25 | $4.8B | $4.4B | ||
| Q1 25 | $4.6B | $4.3B | ||
| Q4 24 | $4.3B | $4.3B | ||
| Q3 24 | $4.0B | $4.3B | ||
| Q2 24 | $3.8B | $4.2B | ||
| Q1 24 | $3.8B | $4.3B |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 1.75× | — | ||
| Q1 25 | 1.50× | — | ||
| Q4 24 | 0.81× | — | ||
| Q3 24 | 0.43× | — | ||
| Q2 24 | 0.47× | — | ||
| Q1 24 | 0.46× | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $27.2M | $190.1M |
| Free Cash FlowOCF − Capex | $26.7M | $174.8M |
| FCF MarginFCF / Revenue | 4.6% | 21.6% |
| Capex IntensityCapex / Revenue | 0.1% | 1.9% |
| Cash ConversionOCF / Net Profit | — | 1.54× |
| TTM Free Cash FlowTrailing 4 quarters | $18.6M | $441.1M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $27.2M | $190.1M | ||
| Q3 25 | $16.2M | $110.5M | ||
| Q2 25 | $46.3M | $100.0M | ||
| Q1 25 | $-66.5M | $110.4M | ||
| Q4 24 | $27.6M | $168.1M | ||
| Q3 24 | $53.7M | $121.8M | ||
| Q2 24 | $50.2M | $46.1M | ||
| Q1 24 | $7.6M | $91.5M |
| Q4 25 | $26.7M | $174.8M | ||
| Q3 25 | $15.9M | $90.3M | ||
| Q2 25 | $45.2M | $83.3M | ||
| Q1 25 | $-69.2M | $92.7M | ||
| Q4 24 | $27.0M | $148.0M | ||
| Q3 24 | $52.4M | $103.2M | ||
| Q2 24 | $49.6M | $22.3M | ||
| Q1 24 | $6.7M | $71.3M |
| Q4 25 | 4.6% | 21.6% | ||
| Q3 25 | 3.5% | 12.0% | ||
| Q2 25 | 12.4% | 10.8% | ||
| Q1 25 | -18.3% | 12.5% | ||
| Q4 24 | 8.0% | 19.1% | ||
| Q3 24 | 19.3% | 13.8% | ||
| Q2 24 | 26.6% | 3.2% | ||
| Q1 24 | 1.9% | 9.4% |
| Q4 25 | 0.1% | 1.9% | ||
| Q3 25 | 0.1% | 2.7% | ||
| Q2 25 | 0.3% | 2.2% | ||
| Q1 25 | 0.7% | 2.4% | ||
| Q4 24 | 0.2% | 2.6% | ||
| Q3 24 | 0.5% | 2.5% | ||
| Q2 24 | 0.3% | 3.4% | ||
| Q1 24 | 0.3% | 2.7% |
| Q4 25 | — | 1.54× | ||
| Q3 25 | — | 1.07× | ||
| Q2 25 | — | 1.09× | ||
| Q1 25 | — | 1.26× | ||
| Q4 24 | — | 1.36× | ||
| Q3 24 | 3.05× | 1.33× | ||
| Q2 24 | 3.76× | 0.66× | ||
| Q1 24 | 0.25× | 0.67× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
STEP
| Other | $210.1M | 36% |
| Management And Advisory Fees Net Focused Commingled Funds | $143.3M | 24% |
| Carried Interest Allocation Focused Commingled Funds | $85.1M | 15% |
| Carried Interest Allocation Separately Managed Accounts | $63.6M | 11% |
| Carried Interest Allocation Realized | $46.7M | 8% |
| Management And Advisory Fees Net Advisory And Other Services | $18.3M | 3% |
| Legacy Carried Interest Allocation Focused Commingled Funds | $10.3M | 2% |
| Income Based Incentive Fees | $6.0M | 1% |
| Management And Advisory Fees Net Fund Reimbursement Revenues | $3.1M | 1% |
VNT
| Environmental Fueling Solutions Segment | $387.5M | 48% |
| Services | $191.0M | 24% |
| Repair Solutions Segment | $144.5M | 18% |
| Other | $85.5M | 11% |
