Stepan Gestione
Criteri Gestione verificati 2/4
Stepan Il CEO è Luis Rojo, nominato in Oct2024, e ha un mandato di 1.92 anni. la retribuzione annua totale è $ 4.33M, composta da 21.7% di stipendio e 78.3% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.088% delle azioni della società, per un valore di $ 1.24M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 1.9 anni e 5.7 anni.
Informazioni chiave
Luis Rojo
Amministratore delegato
US$4.3m
Compenso totale
| Percentuale dello stipendio del CEO | 21.72% |
| Mandato del CEO | 1.9yrs |
| Proprietà del CEO | 0.09% |
| Durata media del management | 1.9yrs |
| Durata media del Consiglio di amministrazione | 5.7yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Articolo di analisi • Aug 08
Results: Stepan Company Beat Earnings Expectations And Analysts Now Have New Forecasts
Stepan Company ( NYSE:SCL ) defied analyst predictions to release its second-quarter results, which were ahead of...
Aggiornamento narrativa • Aug 07
SCL: Higher Margin Assumptions Will Support Long-Term Dividend Upside
Analysts have raised their price target for Stepan from $75 to $85, citing updated assumptions that include a lower discount rate, an increased profit margin of 10.80%, and a more conservative future P/E of 8.05x. What’s in the News for Stepan Stepan Company was added to the Russell 2000 Dynamic Index as an index constituent.Seeking Alpha • Jul 10
Stepan Company's Discount Isn't Over Yet
Summary Stepan Company remains a 'buy' due to attractive valuation, despite recent underperformance versus the S&P 500. Recent results show mixed fundamentals: revenue growth driven by Surfactants, but profitability pressured by restructuring charges and raw material costs. Project Catalyst targets $100 million in pre-tax cost savings over two years, with 60% expected this year and the remainder next. SCL’s strategy focuses on expanding share in large, growing addressable markets across Surfactants and Polymers, supporting long-term upside. Read the full article on Seeking AlphaAggiornamento narrativa • Jun 18
SCL: Stable Margins And Outlook Will Support Long-Term Dividend Upside
Analysts have kept their Stepan price target steady at $75, citing largely unchanged assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E as the basis for this reaffirmed view. What’s in the News for Stepan No recent Stepan news items were identified in the provided primary news source.Aggiornamento narrativa • Jun 04
SCL: Higher Margins And Revenue Outlook Will Support Long-Term Dividend Upside
Analysts have raised their price target for Stepan to $75.00, with the shift supported by updated assumptions for slightly lower discount rates, expectations of higher revenue, stronger profit margins, and a reduced future P/E multiple. What's in the News No recent company specific news items, periodical coverage, or key developments were provided for Stepan in the supplied sources.Aggiornamento narrativa • Apr 28
SCL: Stable Margins And Buybacks Will Support Long-Term Dividend Upside
Analysts kept their fair value estimate steady at $75, with only marginal tweaks to the discount rate, revenue growth, profit margin, and future P/E assumptions. This indicates a largely unchanged view of Stepan's longer term potential.Aggiornamento narrativa • Apr 12
SCL: Stable Margins And Buyback Completion Will Support Long-Term Dividend Upside
Analysts have nudged their Stepan price target slightly higher to $75.00, with modest tweaks to the discount rate and P/E assumptions supporting this updated view. What's in the News For the three months ended December 31, 2025, Stepan Company reported unaudited goodwill impairment of $6,245,000, which directly affects reported earnings quality for that period (Key Developments).Aggiornamento narrativa • Mar 28
SCL: Steady Fair Value And Margins Will Support Long-Term Dividend Upside
Analysts have maintained their Stepan fair value estimate at $75.00, making only small adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions. This signals that their overall view on the stock’s longer-term potential remains largely unchanged.Aggiornamento narrativa • Mar 14
SCL: Steady Fair Value And Margins Will Support Long-Term Dividend Upside
Analysts have modestly revised their price outlook for Stepan, keeping fair value around $75.00 while making small tweaks to the discount rate and projected P/E. This reflects updated assumptions about the risk profile and valuation multiples rather than a shift in the underlying growth or margin view.Aggiornamento narrativa • Feb 27
SCL: Higher Future P/E Assumptions Will Support Long-Term Dividend Upside
Analysts have adjusted their Stepan price target to $75.00, with the change tied to updated views on discount rate, revenue growth, profit margin, and a higher assumed future P/E multiple. What's in the News Stepan Company reported an unaudited goodwill impairment of $6,245,000 for the three months ended December 31, 2025.Aggiornamento narrativa • Feb 11
SCL: Refined Discount Rate Assumptions Will Support Long-Term Dividend Upside
Analysts have kept their Stepan price target steady at $75.00, citing only slight tweaks to assumptions like discount rate, revenue growth, profit margin, and future P/E that were not material enough to change their overall valuation view. Valuation Changes Fair Value: Steady at $75.00, indicating no change in the analysts' central valuation estimate.Articolo di analisi • Feb 04
Why Investors Shouldn't Be Surprised By Stepan Company's (NYSE:SCL) 26% Share Price Surge
Despite an already strong run, Stepan Company ( NYSE:SCL ) shares have been powering on, with a gain of 26% in the last...Aggiornamento narrativa • Jan 27
SCL: Higher Discount Rate Will Set Up Attractive Long-Term Dividend Returns
Analysts now estimate Stepan's fair value at US$75.00, reduced from US$82.21. This change reflects updated assumptions regarding a higher discount rate, revised profit margin expectations, a slightly higher revenue growth outlook, and a lower future P/E multiple.Articolo di analisi • Jan 08
Stepan (NYSE:SCL) May Have Issues Allocating Its Capital
To find a multi-bagger stock, what are the underlying trends we should look for in a business? Amongst other things...Articolo di analisi • Dec 12
Why Stepan Company (NYSE:SCL) Could Be Worth Watching
Stepan Company ( NYSE:SCL ), is not the largest company out there, but it saw a double-digit share price rise of over...Articolo di analisi • Nov 04
Stepan (NYSE:SCL) Will Pay A Larger Dividend Than Last Year At $0.395
Stepan Company's ( NYSE:SCL ) periodic dividend will be increasing on the 15th of December to $0.395, with investors...Articolo di analisi • Sep 04
Here's What's Concerning About Stepan's (NYSE:SCL) Returns On Capital
What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...Articolo di analisi • Jul 31
Is It Time To Consider Buying Stepan Company (NYSE:SCL)?
While Stepan Company ( NYSE:SCL ) might not have the largest market cap around , it received a lot of attention from a...Articolo di analisi • Jun 10
Earnings Tell The Story For Stepan Company (NYSE:SCL)
Stepan Company's ( NYSE:SCL ) price-to-earnings (or "P/E") ratio of 22.5x might make it look like a sell right now...Articolo di analisi • May 02
Results: Stepan Company Exceeded Expectations And The Consensus Has Updated Its Estimates
A week ago, Stepan Company ( NYSE:SCL ) came out with a strong set of first-quarter numbers that could potentially lead...Seeking Alpha • Apr 20
Stepan Company's Plunge Offers Investors A Chance To Clean Up
Summary Markets are inefficient short-term, creating opportunities for logical, value-oriented investors; Stepan Company is now a ‘buy’ due to recent price drops and management's positive outlook. Despite a 6% revenue drop in 2024, Stepan Company improved net income and EBITDA, driven by cost-cutting measures and productivity improvements. Management is optimistic about 2025, expecting volume growth, margin improvement, and positive free cash flow, targeting high-margin, growth-oriented markets. Analysts forecast revenue and earnings growth for Q1 2025; shares are attractively priced compared to peers, justifying an upgrade to a ‘buy’ rating. Read the full article on Seeking AlphaArticolo di analisi • Apr 16
Should You Investigate Stepan Company (NYSE:SCL) At US$47.60?
While Stepan Company ( NYSE:SCL ) might not have the largest market cap around , it received a lot of attention from a...Seeking Alpha • Feb 04
Stepan Company: A 'Moderate Buy' Despite A High Valuation
Summary Stepan Company, a specialty chemicals manufacturer, excels in operational efficiency and dividend growth, making it a stable investment despite current valuations. Q3 FY24 financials show margin expansion and significant net income growth, despite a 3% revenue decline, highlighting fiscal discipline. Trading at a forward P/E of 17.3x for 2025, Stepan's stock has a potential 26% upside, making it a promising investment opportunity. I am an investment analyst with a focus on income generation. Read the full article on Seeking AlphaArticolo di analisi • Jan 18
Shareholders Should Be Pleased With Stepan Company's (NYSE:SCL) Price
With a price-to-earnings (or "P/E") ratio of 31.4x Stepan Company ( NYSE:SCL ) may be sending very bearish signals at...Articolo di analisi • Nov 26
These 4 Measures Indicate That Stepan (NYSE:SCL) Is Using Debt Extensively
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Articolo di analisi • Nov 02
Stepan's (NYSE:SCL) Upcoming Dividend Will Be Larger Than Last Year's
The board of Stepan Company ( NYSE:SCL ) has announced that the dividend on 13th of December will be increased to...Seeking Alpha • Oct 30
Stepan Company: Not A Great Performance, But Good Value
Summary Stepan Company, despite underperformance and volatility, has long-term upside due to its unique position in the specialty chemicals market, particularly surfactants. The company's fundamentals have improved with reduced CapEx and positive FCF, but current earnings and macro pressures persist. SCL's growth potential is tied to the surfactant segment and market diversification, though the timing of earnings recovery remains uncertain. I rate Stepan as a "Buy" with a $90 PT, but caution that there are superior investments in the chemicals sector with better returns. Read the full article on Seeking AlphaAnalisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | -US$3m |
| Mar 31 2026 | n/a | n/a | -US$14m |
| Dec 31 2025 | US$4m | US$940k | US$47m |
| Sep 30 2025 | n/a | n/a | US$45m |
| Jun 30 2025 | n/a | n/a | US$58m |
| Mar 31 2025 | n/a | n/a | US$56m |
| Dec 31 2024 | US$3m | US$624k | US$50m |
| Sep 30 2024 | n/a | n/a | US$46m |
| Jun 30 2024 | n/a | n/a | US$35m |
| Mar 31 2024 | n/a | n/a | US$38m |
| Dec 31 2023 | US$1m | US$541k | US$40m |
| Sep 30 2023 | n/a | n/a | US$52m |
| Jun 30 2023 | n/a | n/a | US$79m |
| Mar 31 2023 | n/a | n/a | US$118m |
| Dec 31 2022 | US$2m | US$508k | US$147m |
| Sep 30 2022 | n/a | n/a | US$153m |
| Jun 30 2022 | n/a | n/a | US$151m |
| Mar 31 2022 | n/a | n/a | US$142m |
| Dec 31 2021 | US$2m | US$468k | US$138m |
| Sep 30 2021 | n/a | n/a | US$151m |
| Jun 30 2021 | n/a | n/a | US$147m |
| Mar 31 2021 | n/a | n/a | US$140m |
| Dec 31 2020 | US$2m | US$431k | US$127m |
| Sep 30 2020 | n/a | n/a | US$118m |
| Jun 30 2020 | n/a | n/a | US$111m |
| Mar 31 2020 | n/a | n/a | US$106m |
| Dec 31 2019 | US$1m | US$405k | US$103m |
Compensazione vs Mercato: La retribuzione totale di Luis ($USD 4.33M ) è circa la media per le aziende di dimensioni simili nel mercato US ($USD 5.29M ).
Compensazione vs guadagni: La retribuzione di Luis è aumentata nonostante l'azienda non sia redditizia.
AMMINISTRATORE DELEGATO
Luis Rojo (53 yo)
1.9yrs
Mandato
US$4,327,042
Compensazione
Mr. Luis E. Rojo is President, CEO & Director of Stepan Company from October 30, 2024 and served as Chief Financial Officer and Vice President from April 2018 to October 30, 2024. Mr. Rojo has held various...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| President | 1.9yrs | US$4.33m | 0.088% $ 1.2m | |
| Senior VP & CFO | 1.2yrs | US$969.27k | 0.0044% $ 61.6k | |
| Senior VP & Transformation Officer | no data | US$1.22m | 0.089% $ 1.2m | |
| Executive Vice President of Supply Chain | 3.3yrs | US$1.36m | 0.018% $ 250.7k | |
| Senior VP & General Manager of Polymers | no data | US$963.34k | 2.09% $ 29.4m | |
| VP, Principal Accounting Officer & Corporate Controller | 15.7yrs | US$492.25k | 0.055% $ 768.6k | |
| VP & Chief Information Officer | no data | Nessun dato | Nessun dato | |
| VP and Chief Compliance & Risk Officer | 8.7yrs | Nessun dato | Nessun dato | |
| Senior VP | 1.1yrs | Nessun dato | Nessun dato | |
| Senior VP & Chief Human Resources Officer | 1yr | Nessun dato | Nessun dato | |
| Senior VP & General Manager of Surfactants – North America | no data | Nessun dato | 0.015% $ 217.2k | |
| Senior VP & General Manager of Surfactants – International | no data | Nessun dato | Nessun dato |
1.9yrs
Durata media
56yo
Età media
Gestione esperta: Il team dirigenziale di SCL non è considerato esperto (durata media 1.9 anni), il che suggerisce un nuovo team.
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| President | 1.9yrs | US$4.33m | 0.088% $ 1.2m | |
| Non-Executive Chairman | 27.7yrs | US$469.98k | 2.82% $ 39.6m | |
| Independent Director | 1.3yrs | US$181.08k | 0.022% $ 309.3k | |
| Independent Director | 15.7yrs | US$264.98k | 0.082% $ 1.2m | |
| Lead Independent Director | 14.7yrs | US$278.44k | 0.073% $ 1.0m | |
| Independent Director | 2.6yrs | US$244.98k | 0.031% $ 430.9k | |
| Independent Director | 5.7yrs | US$264.98k | 0.026% $ 365.0k |
5.7yrs
Durata media
64yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di SCL sono considerati esperti (durata media dell'incarico 5.7 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/09/21 13:22 |
| Prezzo dell'azione a fine giornata | 2026/09/18 00:00 |
| Utili | 2026/06/30 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Stepan Company è coperta da 4 analisti. 2 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Michael Harrison | Seaport Research Partners |
| Daniel Rizzo | Sidoti & Company, LLC |
| Vincent Anderson | Stifel, Equities Research |