Stepan Company Stock Performance
| SCL Stock | USD 64.35 0.63 0.99% |
The entity has a beta of 0.57, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Stepan's returns are expected to increase less than the market. However, during the bear market, the loss of holding Stepan is expected to be smaller as well. At this point, Stepan Company has a negative expected return of -0.18%. Please make sure to validate Stepan's maximum drawdown, as well as the relationship between the accumulation distribution and market facilitation index , to decide if Stepan Company performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Stepan Company has generated negative risk-adjusted returns adding no value to investors with long positions. Despite latest weak performance, the Stock's fundamental indicators remain persistent and the latest mess on Wall Street may also be a sign of long-standing gains for the company institutional investors. ...more
Actual Historical Performance (%)
One Day Return (0.99) | Five Day Return 0.57 | Year To Date Return 0.85 | Ten Year Return 65.94 | All Time Return 11.8 K |
Forward Dividend Yield 0.0242 | Payout Ratio | Last Split Factor 2:1 | Forward Dividend Rate 1.54 | Dividend Date 2024-12-13 |
1 | Acquisition by Stepan F Quinn Jr of 7500 shares of Stepan subject to Rule 16b-3 | 11/06/2024 |
2 | Insider Trading | 11/08/2024 |
3 | Disposition of 2500 shares by Stepan F Quinn Jr of Stepan subject to Rule 16b-3 | 11/14/2024 |
4 | Acquisition by Richard Stepan of 189 shares of Stepan subject to Rule 16b-3 | 11/25/2024 |
5 | Acquisition by Sean Moriarty of 1323 shares of Stepan subject to Rule 16b-3 | 11/29/2024 |
| Stepan dividend paid on 13th of December 2024 | 12/13/2024 |
7 | Phosphate Ester Market and Company Analysis, Featuring LANXESS, Ajinomoto, Solvay,Clariant,Castrol, Dow Chemical, Ashland, Croda, Elementis, SchillSeilacher,Isl... | 01/14/2025 |
| Begin Period Cash Flow | 173.8 M |
Stepan |
Stepan Relative Risk vs. Return Landscape
If you would invest 7,252 in Stepan Company on November 1, 2024 and sell it today you would lose (817.00) from holding Stepan Company or give up 11.27% of portfolio value over 90 days. Stepan Company is generating negative expected returns assuming volatility of 1.985% on return distribution over 90 days investment horizon. In other words, 17% of stocks are less volatile than Stepan, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Stepan Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Stepan's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Stepan Company, and traders can use it to determine the average amount a Stepan's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0907
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | SCL |
Estimated Market Risk
| 1.99 actual daily | 17 83% of assets are more volatile |
Expected Return
| -0.18 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.09 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Stepan is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Stepan by adding Stepan to a well-diversified portfolio.
Stepan Fundamentals Growth
Stepan Stock prices reflect investors' perceptions of the future prospects and financial health of Stepan, and Stepan fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Stepan Stock performance.
| Return On Equity | 0.0378 | ||||
| Return On Asset | 0.0188 | ||||
| Profit Margin | 0.02 % | ||||
| Operating Margin | 0.04 % | ||||
| Current Valuation | 2.03 B | ||||
| Shares Outstanding | 22.49 M | ||||
| Price To Earning | 18.38 X | ||||
| Price To Book | 1.18 X | ||||
| Price To Sales | 0.66 X | ||||
| Revenue | 2.33 B | ||||
| Gross Profit | 281.92 M | ||||
| EBITDA | 169.68 M | ||||
| Net Income | 40.2 M | ||||
| Cash And Equivalents | 173.75 M | ||||
| Cash Per Share | 7.28 X | ||||
| Total Debt | 712.17 M | ||||
| Debt To Equity | 0.50 % | ||||
| Current Ratio | 1.78 X | ||||
| Book Value Per Share | 54.21 X | ||||
| Cash Flow From Operations | 174.88 M | ||||
| Earnings Per Share | 2.00 X | ||||
| Market Capitalization | 1.43 B | ||||
| Total Asset | 2.36 B | ||||
| Retained Earnings | 1.26 B | ||||
| Working Capital | 244.01 M | ||||
| Current Asset | 619.57 M | ||||
| Current Liabilities | 243.24 M | ||||
About Stepan Performance
By examining Stepan's fundamental ratios, stakeholders can obtain critical insights into Stepan's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that Stepan is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 42.59 | 32.76 | |
| Return On Tangible Assets | 0.02 | 0.02 | |
| Return On Capital Employed | 0.04 | 0.04 | |
| Return On Assets | 0.02 | 0.01 | |
| Return On Equity | 0.04 | 0.04 |
Things to note about Stepan Company performance evaluation
Checking the ongoing alerts about Stepan for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Stepan Company help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Stepan Company generated a negative expected return over the last 90 days | |
| Stepan Company has a strong financial position based on the latest SEC filings | |
| Over 85.0% of the company shares are owned by institutional investors | |
| On 13th of December 2024 Stepan paid $ 0.385 per share dividend to its current shareholders | |
| Latest headline from news.google.com: Insider Trading |
- Analyzing Stepan's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Stepan's stock is overvalued or undervalued compared to its peers.
- Examining Stepan's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Stepan's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Stepan's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Stepan's stock. These opinions can provide insight into Stepan's potential for growth and whether the stock is currently undervalued or overvalued.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Stepan Company. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in main economic indicators. You can also try the Performance Analysis module to check effects of mean-variance optimization against your current asset allocation.
Is Specialty Chemicals space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Stepan. If investors know Stepan will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Stepan listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 0.873 | Dividend Share 1.5 | Earnings Share 2 | Revenue Per Share | Quarterly Revenue Growth (0.03) |
The market value of Stepan Company is measured differently than its book value, which is the value of Stepan that is recorded on the company's balance sheet. Investors also form their own opinion of Stepan's value that differs from its market value or its book value, called intrinsic value, which is Stepan's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Stepan's market value can be influenced by many factors that don't directly affect Stepan's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Stepan's value and its price as these two are different measures arrived at by different means. Investors typically determine if Stepan is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Stepan's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.