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Stepan Company (SCL)
NYSE:SCL

Stepan Company (SCL) Price & Analysis

181 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
Improved Leverage And Balance-sheet HealthStepan’s materially stronger capital structure (debt-to-equity ~0.27; net debt down year‑over‑year) reduces refinancing and solvency risk, preserves financial flexibility for capex and restructuring, and supports continued dividend payments while funding strategic investments over the medium term.
Project Catalyst Targets Meaningful Cost SavingsA multi-year $100M pretax efficiency program is a structural margin lever: footprint optimization and organizational efficiencies can permanently lower fixed costs across a ~$750M base, improving EBITDA conversion and funding reinvestment even if top-line growth remains modest.
Polymers Growth And Pasadena Capacity RampRobust polymers volume growth and the commissioned Pasadena alkoxylation capacity create durable upside by shifting mix toward higher‑value formulations. Rising utilization through 2026–27 improves fixed-cost absorption and supports sustainable revenue and margin expansion in strategic end markets like insulation and coatings.
Bears Say
Compressed Profitability And Weak ReturnsProfitability remains depressed versus historical norms, with low net margins and weak ROE constraining internal reinvestment and long‑term return generation. Until margins recover sustainably, capital allocation choices and shareholder returns will be limited despite better leverage.
Surfactants Exposed To Oleochemical Feedstock InflationCommodity surfactants remain vulnerable to volatile oleochemical inputs and long supply‑chain inventory lags, which compress margins when cost spikes cannot be immediately recovered. This structural exposure limits durable margin resilience in key consumer and industrial end markets.
Execution And Disruption Risk From Site ClosuresLarge-scale plant closures and decommissionings improve long-term cost structure but create near‑term execution, customer continuity and community risks. Realizing targeted savings depends on smooth consolidation; missteps could delay benefits and erode commercial relationships in commodity surfactants.

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 $1.19B.
      When is Stepan Company’s upcoming earnings report date?
      Stepan Company’s upcoming earnings report date is Apr 28, 2026 which is in 15 days.
        How were Stepan Company’s earnings last quarter?
        Stepan Company released its earnings results on Feb 23, 2026. The company reported -$0.02 earnings per share for the quarter, missing the consensus estimate of $0.395 by -$0.415.
          Is Stepan Company overvalued?
          According to Wall Street analysts Stepan Company’s price is currently Undervalued. 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 0.44.
                How many shares outstanding does Stepan Company have?
                Stepan Company has 22,635,277 shares outstanding.
                  What happened to Stepan Company’s price movement after its last earnings report?
                  Stepan Company reported an EPS of -$0.02 in its last earnings report, missing expectations of $0.395. Following the earnings report the stock price went down -20.378%.
                    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

                      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

                      Q4 2026
                      0:00 / 0:00
                      Earnings Call Sentiment|Positive
                      The call conveyed a generally positive strategic and financial position: management delivered adjusted EBITDA growth for the full year, generated positive free cash flow, reduced net debt and leverage, commissioned the Pasadena facility, announced Project Catalyst with meaningful targeted savings, and achieved record safety results. Offsetting these positives were near-term pressures: Surfactants volume and margin weakness driven by oleochemical inflation and softer consumer/commodity demand, a modest Q4 EBITDA decline, tariff and macro uncertainty, planned site closures with community impacts, and a weather-driven estimated ~$6 million EBITDA hit in Q1 2026. Management expects catalyst savings, recovering raw material costs, and demand improvement to drive stronger performance in H2 2026.View all SCL earnings summaries

                      SCL Stock 12 Month Forecast

                      Average Price Target

                      $75.00
                      ▲(65.16% Upside)
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