tiprankstipranks
Stepan Company (SCL)
NYSE:SCL
Want to see SCL full AI Analyst Report?

Stepan Company (SCL) Price & Analysis

184 Followers

SCL Stock Chart & Stats

$45.41
-$0.85(-1.37%)
At close: 4:00 PM EST
$45.41
-$0.85(-1.37%)

Bulls Say, Bears Say

Bulls Say
Stronger Balance Sheet / DeleveragingMaterial deleveraging and a lower debt load improve financial flexibility and reduce refinancing and interest risks. A stronger capital structure supports investment in growth (Pasadena ramp, specialty lines), dividend maintenance, and resilience through cyclical downturns over the next 2–6 months.
Project Catalyst Cost-savings ProgramA committed $100M pretax efficiency program transforms the cost base and plant footprint, improving structural margins and cash conversion. Execution of savings (60% in 2026) should sustainably lift adjusted EBITDA and support deleveraging and reinvestment beyond transient cycle effects.
Growth In Strategic Specialty End MarketsStrong, broad-based volume gains in higher-value end markets indicate structural demand diversification away from commodity surfactants. Durable growth in specialty segments improves mix, supports higher margins over time, and reduces vulnerability to cyclical commodity declines.
Bears Say
Weak Profitability / Low ReturnsSustained margin compression and very low returns on equity signal weaker pricing power and diminished earnings capacity versus prior cycles. Unless structural cost or mix improvements stick, returns will constrain free cash flow generation and limit long-term shareholder value creation.
Volatile Free Cash Flow HistoryInconsistent FCF undermines predictability of deleveraging and capital allocation. Episodic negative flows and high capex/start‑up demands (Pasadena) mean cash generation remains conditional on execution and timing, raising medium-term funding and reinvestment risk.
Raw Material Inflation & Surfactant Margin PressurePersistent oleochemical input volatility and pass-through lags structurally pressure surfactant margins, a core revenue source. Coupled with regional competition and supply disruptions, this reduces earnings stability and makes margin recovery contingent on persistent cost pass-through or structural mix shifts.

Stepan Company News

SCL FAQ

What was Stepan Company’s price range in the past 12 months?
Stepan Company lowest stock price was $41.82 and its highest was $68.00 in the past 12 months.
    What is Stepan Company’s market cap?
    Stepan Company’s market cap is $1.17B.
      When is Stepan Company’s upcoming earnings report date?
      Stepan Company’s upcoming earnings report date is Jul 29, 2026 which is in 86 days.
        How were Stepan Company’s earnings last quarter?
        Stepan Company released its earnings results on Apr 28, 2026. The company reported $0.45 earnings per share for the quarter, beating the consensus estimate of $0.385 by $0.065.
          Is Stepan Company overvalued?
          According to Wall Street analysts Stepan Company’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does Stepan Company pay dividends?
            Stepan Company pays a Quarterly dividend of $0.395 which represents an annual dividend yield of 3.33%. See more information on Stepan Company dividends here
              What is Stepan Company’s EPS estimate?
              Stepan Company’s EPS estimate is 0.59.
                How many shares outstanding does Stepan Company have?
                Stepan Company has 22,690,378 shares outstanding.
                  What happened to Stepan Company’s price movement after its last earnings report?
                  Stepan Company reported an EPS of $0.45 in its last earnings report, beating expectations of $0.385. Following the earnings report the stock price went down -6.324%.
                    Which hedge fund is a major shareholder of Stepan Company?
                    Currently, no hedge funds are holding shares in SCL
                    What is the TipRanks Smart Score and how is it calculated?
                    Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                      Stepan Company Stock Smart Score

                      Company Description

                      Stepan Company

                      Stepan Company, together with its subsidiaries, produces and sells specialty and intermediate chemicals to other manufacturers for use in various end products. It operates through three segments: Surfactants, Polymers, and Specialty Products. The Surfactants segment offers surfactants that are used as principal ingredients in consumer and industrial cleaning products, including detergents for washing clothes, dishes, carpets, and floors and walls, as well as shampoos and body washes; and other applications, such as fabric softeners, germicidal quaternary compounds, disinfectants, and lubricating ingredients. Its surfactants are also used in various applications, including emulsifiers for spreading agricultural products; and industrial applications comprising latex systems, plastics, and composites. The Polymers segment provides polyurethane polyols that are used in the manufacture of rigid foam for thermal insulation in the construction industry, as well as a base raw material for coatings, adhesives, sealants, and elastomers (CASE); polyester resins, including liquid and powdered products, which are used in CASE applications; and phthalic anhydride that is used in unsaturated polyester resins, alkyd resins, and plasticizers for applications in construction materials, as well as components of automotive, boating, and other consumer products. The Specialty Products segment offers flavors, emulsifiers, and solubilizers for use in food, flavoring, nutritional supplement, and pharmaceutical applications. It serves in the United States, France, Poland, the United Kingdom, Brazil, Mexico, and internationally. Stepan Company was founded in 1932 and is headquartered in Northbrook, Illinois.

                      Stepan Company (SCL) Earnings & Revenues

                      SCL Company Deck

                      SCL Earnings Call

                      Q1 2026
                      0:00 / 0:00
                      Earnings Call Sentiment|Neutral
                      Balanced results: the company showed strong operational progress in strategic end markets (double-digit volume growth in several areas, polymers EBITDA growth, specialty product expansion), meaningful strategic actions (Project Catalyst, Pasadena ramp, asset sale) and maintained shareholder returns and deleveraging momentum. Offsetting these positives were material near-term earnings and margin pressures driven by a large restructuring charge, surfactants margin impacts (lower absorption, production timing, oleochemical cost pass-through), a 14% decline in adjusted EBITDA and negative free cash flow in the quarter. Management characterized several headwinds as timing or one-time items and expects recovery across the year, while also emphasizing ongoing macro and supply risks.View all SCL earnings summaries
                      Similar Stocks
                      Company
                      Price & Change
                      Follow
                      Innospec
                      Minerals Technologies
                      Oil-Dri Of America
                      Rex American
                      Ecovyst

                      Ownership Overview

                      5.13%23.00%5.80%35.11%
                      5.80% Other Institutional Investors
                      35.11% Public Companies and
                      Individual Investors
                      Popular Stocks