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Stepan Company (SCL)
NYSE:SCL
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Stepan Company (SCL) Price & Analysis

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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
Project Catalyst Cost SavingsA committed $100M pretax, two-year cost program materially reshapes Stepan’s cost base. If executed, it should sustainably lower structural manufacturing costs, improve margins, and accelerate deleveraging and cash generation, reducing earnings volatility from commodity cycles.
Pasadena Capacity RampThe Pasadena start-up increases in-house specialty alkoxylates capacity, lowering reliance on external supply and creating scale advantages. As utilization rises, unit costs and supply‑chain inefficiencies should decline, supporting more durable margin expansion and revenue growth in specialty lines.
Specialty & End-market DiversificationStrong double-digit volume gains in specialty end markets show durable demand and product differentiation. Specialty formulations and diversified end markets typically command higher margins and lower cyclicality than commodity surfactants, improving revenue quality over the medium term.
Bears Say
Profitability DeteriorationDespite top-line recovery, margins and net income have weakened materially, reflecting cost pass-through shortfalls and adverse mix. Persistent margin compression threatens sustained earnings generation and undermines return on capital unless offset by structural cost reductions or sustained mix shift to higher-margin products.
Weak, Volatile Free Cash FlowFree cash flow has been low and inconsistent, driven by working-capital swings and elevated capex for growth/start‑up. Thin FCF reduces flexibility to fund dividends, pay down debt, or invest without external financing, making deleveraging and shareholder returns contingent on execution and stabilizing cash conversion.
Restructuring & Surfactant Margin RiskLarge restructuring charges and a meaningful surfactants EBITDA decline highlight exposure to oleochemical feedstock volatility, production timing, and competitive pressures. These structural input and operational risks can continue to depress margins and require sustained efficiency gains to fully offset.

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 $1.21B.
      When is Stepan Company’s upcoming earnings report date?
      Stepan Company’s upcoming earnings report date is Jul 29, 2026 which is in 62 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 0.61.
                How many shares outstanding does Stepan Company have?
                Stepan Company has 22,713,324 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
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                      Ownership Overview

                      5.41%22.99%13.88%26.53%
                      13.88% Other Institutional Investors
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