Stepan Company

NYSE:SCL 株式レポート

時価総額:US$1.2b

Stepan 過去の業績

過去 基準チェック /06

Stepanの収益は年間平均-34.4%の割合で減少していますが、 Chemicals業界の収益は年間 減少しています。収益は年間4% 0.7%割合で 減少しています。

主要情報

-34.42%

収益成長率

-34.32%

EPS成長率

Chemicals 業界の成長12.93%
収益成長率-0.69%
株主資本利益率-1.19%
ネット・マージン-0.61%
前回の決算情報31 Mar 2026

最近の業績更新

Recent updates

ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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).
Seeking Alpha Mar 28

Stepan Company: The Ride Higher Isn't Over Yet

Summary Stepan Company (SCL) is reaffirmed as a 'buy' due to compelling valuation and significant cost-saving initiatives. SCL's Project Catalyst targets $100M in pre-tax savings over two years, with 60% expected in the current year. Despite mixed profitability and cash flow, SCL remains attractively priced versus peers, especially on cash flow metrics. Even if cost savings underdeliver, current valuation provides downside protection and long-term upside potential. Read the full article on Seeking Alpha
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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...
ナラティブの更新 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.
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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 Alpha
分析記事 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 Alpha
分析記事 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...
分析記事 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...
分析記事 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 Alpha
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新しいナラティブ Sep 24

Calculated Supply Chain And Market Expansion Drive Robust Growth And Margin Improvement

Operational cost reductions and workforce productivity improvements aim to positively impact net margins.
分析記事 Aug 30

Some Investors May Be Worried About Stepan's (NYSE:SCL) Returns On Capital

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'll want to see a proven...
分析記事 Aug 17

Stepan (NYSE:SCL) Takes On Some Risk With Its Use Of Debt

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...

収支内訳

Stepan の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。


収益と収入の歴史

NYSE:SCL 収益、費用、利益 ( )USD Millions
日付収益収益G+A経費研究開発費
31 Mar 262,343-1414360
31 Dec 252,3324714259
30 Sep 252,3044514257
30 Jun 252,2605814557
31 Mar 252,2225614256
31 Dec 242,1805014556
30 Sep 242,1874615357
30 Jun 242,2023514758
31 Mar 242,2263814458
31 Dec 232,3264014659
30 Sep 232,4215214260
30 Jun 232,5787915763
31 Mar 232,74911815965
31 Dec 222,77314715167
30 Sep 222,75615315567
30 Jun 222,64015114466
31 Mar 222,48414214864
31 Dec 212,34613815963
30 Sep 212,23115116362
30 Jun 212,09214716861
31 Mar 211,95814016859
31 Dec 201,87012715458
30 Sep 201,82011814656
30 Jun 201,80711114256
31 Mar 201,82010613955
31 Dec 191,85910315555
30 Sep 191,88010514153
30 Jun 191,93710114654
31 Mar 191,98410413954
31 Dec 181,99411113454
30 Sep 182,0019714355
30 Jun 181,9819713453
31 Mar 181,9569214054
31 Dec 171,92510113654
30 Sep 171,8729013954
30 Jun 171,8299014756
31 Mar 171,7899014656
31 Dec 161,7668615056
30 Sep 161,7659115156
30 Jun 161,7649413754
31 Mar 161,7628314152
31 Dec 151,7767613850
30 Sep 151,8116912347
30 Jun 151,8595812946

質の高い収益: SCLは現在利益が出ていません。

利益率の向上: SCLは現在利益が出ていません。


フリー・キャッシュフローと収益の比較


過去の収益成長分析

収益動向: SCLは利益が出ておらず、過去 5 年間で損失は年間34.4%の割合で増加しています。

成長の加速: SCLの過去 1 年間の収益成長を 5 年間の平均と比較することはできません。現在は利益が出ていないためです。

収益対業界: SCLは利益が出ていないため、過去 1 年間の収益成長をChemicals業界 ( 0.1% ) と比較することは困難です。


株主資本利益率

高いROE: SCLは現在利益が出ていないため、自己資本利益率 ( -1.19% ) はマイナスです。


総資産利益率


使用総資本利益率


過去の好業績企業の発掘

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/06/21 16:37
終値2026/06/18 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Stepan Company 2 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。4

アナリスト機関
Michael HarrisonSeaport Research Partners
Daniel RizzoSidoti & Company, LLC
Vincent AndersonStifel, Equities Research