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Stepan Company (SCL)
NYSE:SCL

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
Improved Leverage / Balance SheetMaterial deleveraging in 2025 meaningfully strengthens financial flexibility and lowers refinancing risk. A healthier capital structure supports investment in growth (capex and Pasadena ramp), funds dividends, and gives management room to execute efficiency programs without immediate liquidity pressure.
Project Catalyst Cost SavingsA planned $100M pretax efficiency program is a structural initiative to reshape the cost base and concentration of production. If executed, it should lift margins sustainably, offset feedstock inflation, and improve adjusted EBITDA and free cash flow over a multi-year horizon, altering earnings power.
Capacity Build And Polymers Volume GrowthBringing Pasadena online increases internal alkoxylation capacity and supports higher-value formulations. Combined with documented polymers volume gains, the capacity expansion should reduce supply reliance, enable better mix toward specialty products, and support longer-term revenue and margin resilience.
Bears Say
Compressed Profitability And Low ReturnsSubstantially lower margins and returns indicate weakened pricing power and higher cost pressure versus prior cycles. Persistently depressed profitability constrains reinvestment, limits incremental cash available for growth or buybacks, and makes earnings sensitive to raw-material swings and cyclical demand shifts.
Oleochemical Feedstock ExposureStructural exposure to volatile oleochemical inputs creates recurring margin shock risk for surfactants. Long inventory and supply-chain lags mean cost pass-through is delayed, producing earnings volatility and chronic margin pressure in an era of fluctuating commodity and agricultural feedstock prices.
Restructuring, Site Closures And Execution RiskFootprint consolidation entails substantial one-time charges and operational disruption. Execution risk includes potential supply gaps, transitional inefficiencies, and customer dislocation. Cash restructuring costs and asset write-downs also weigh on near-term returns and can depress volumes during consolidation.

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 $1.01B.
      When is Stepan Company’s upcoming earnings report date?
      Stepan Company’s upcoming earnings report date is Apr 28, 2026 which is in 36 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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