SCL RSI Chart
Last 7 days
-7.3%
Last 30 days
-5.7%
Last 90 days
-7.0%
Trailing 12 Months
-17.7%
Historical Charts for Stock Metrics
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2023 | 2.7B | 2.6B | 2.4B | 2.3B |
2022 | 2.5B | 2.6B | 2.8B | 2.8B |
2021 | 2.0B | 2.1B | 2.2B | 2.3B |
2020 | 1.8B | 1.8B | 1.8B | 1.9B |
2019 | 2.0B | 1.9B | 1.9B | 1.9B |
2018 | 2.0B | 2.0B | 2.0B | 2.0B |
2017 | 1.8B | 1.8B | 1.9B | 1.9B |
2016 | 1.8B | 1.8B | 1.8B | 1.8B |
2015 | 1.9B | 1.9B | 1.8B | 1.8B |
2014 | 1.9B | 1.9B | 1.9B | 1.9B |
2013 | 1.8B | 1.8B | 1.8B | 1.9B |
2012 | 1.9B | 1.9B | 1.8B | 1.8B |
2011 | 1.5B | 1.6B | 1.8B | 1.8B |
2010 | 0 | 1.3B | 1.4B | 1.4B |
2009 | 0 | 0 | 0 | 1.3B |
Stocks Marked 'Very Cheap' by Grufity's Fair Value Model Have Outperformed Russell 2000 Index
Small Caps and Mid Caps are mostly overlooked by investors as all the focus goes to Magnificent 7. These stocks that are not part of the beauty contest require a deeper look. However, all large cap stocks were once small caps. Grufity's Fair Value model opens up this unverse as it separates high-performing, rewarding stocks from low-performing risky stocks. <b>Russell 2000 stocks that were marked 'Very Cheap' by the model doubled in three years while the index was flat.</b>
Returns of $10,000 invested in:
Very Cheap Stocks: $21,859
Russell 2000 Index: $10,334
Very Expensive Stocks: $8,224
Russell 2000 stocks considered 'Very Cheap' by the model greatly outperformed Russell 2000 index and the 'Very Expensive' bucket over past three years.
Datesorted ascending | Name | Buy/Sell | $ Value | Avg. Price | # Shares | Title |
---|---|---|---|---|---|---|
Apr 09, 2024 | wehmer edward j | acquired | - | - | 792 | - |
Mar 08, 2024 | keiper jason scott | sold (taxes) | -20,131 | 87.53 | -230 | vp & chief tech & sust officer |
Mar 08, 2024 | behrens scott r. | sold (taxes) | -56,631 | 87.53 | -647 | president & ceo |
Mar 08, 2024 | rojo luis | sold (taxes) | -38,950 | 87.53 | -445 | vp & chief financial officer |
Mar 08, 2024 | stepan f quinn jr | sold (taxes) | -290,687 | 87.53 | -3,321 | - |
Mar 08, 2024 | kabbes david | sold (taxes) | -30,723 | 87.53 | -351 | vp gc & secretary |
Mar 08, 2024 | moriarty sean thomas | sold (taxes) | -36,500 | 87.53 | -417 | vp & gm surfactants |
Mar 08, 2024 | stepan richard finn | sold (taxes) | -29,935 | 87.53 | -342 | v.p. and gen'l. mgr., polymers |
Mar 07, 2024 | stepan f quinn jr | gifted | - | - | -3,402 | - |
Mar 07, 2024 | stepan f quinn jr | sold | -174,855 | 87.4273 | -2,000 | - |
Which funds bought or sold SCL recently?
View All DetailsDatesorted ascending | Fund Name | Type | % Chg | $ Change | $ Held | % Portfolio |
---|---|---|---|---|---|---|
Apr 15, 2024 | Legato Capital Management LLC | added | 10.32 | 64,091 | 1,331,060 | 0.16% |
Apr 15, 2024 | EXCHANGE TRADED CONCEPTS, LLC | reduced | -3.32 | -3,840 | 44,570 | -% |
Apr 12, 2024 | AdvisorNet Financial, Inc | sold off | -100 | -567 | - | -% |
Apr 11, 2024 | O'Keefe Stevens Advisory, Inc. | added | 1.77 | -168,243 | 5,291,360 | 1.74% |
Apr 09, 2024 | ADIRONDACK TRUST CO | unchanged | - | 420 | 45,020 | 0.02% |
Apr 09, 2024 | MASSMUTUAL TRUST CO FSB/ADV | reduced | -6.35 | -645 | 5,312 | -% |
Apr 05, 2024 | CWM, LLC | reduced | -4.6 | -99,000 | 986,000 | -% |
Apr 05, 2024 | GAMMA Investing LLC | reduced | -49.16 | -10,351 | 10,895 | -% |
Apr 03, 2024 | Versant Capital Management, Inc | unchanged | - | -978 | 19,539 | 0.01% |
Mar 22, 2024 | PNC FINANCIAL SERVICES GROUP, INC. | added | 43.89 | 155,997 | 347,471 | -% |
Unveiling Stepan Co's Major ShareHolders
Date Filed | Name of Filer | Percent of Class | No. of Shares | Form Type | |
---|---|---|---|---|---|
Peers (Alternatives to Stepan Co)
Name | Mkt Capsorted ascending | Revenue | Price %, 1M | Returns, 1Y | P/E | P/S | Rev 1-Yr | Inc 1-Yr |
---|---|---|---|---|---|---|---|---|
LARGE-CAP | ||||||||
APD | 50.7B | 12.4B | 21.68 | 4.08 | ||||
DOW | 40.1B | 44.6B | 60.79 | 0.9 | ||||
CE | 16.9B | 10.9B | 8.61 | 1.54 | ||||
AVTR | 16.7B | 7.0B | 51.99 | 2.4 | ||||
ALB | 13.4B | 9.6B | 8.51 | 1.39 | ||||
EMN | 11.3B | 9.2B | 12.66 | 1.23 | ||||
MID-CAP | ||||||||
CBT | 5.1B | 3.9B | 11.56 | 1.31 | ||||
BCPC | 4.7B | 922.4M | 43.23 | 5.09 | ||||
AVNT | 3.8B | 3.1B | 50.08 | 1.21 | ||||
ARCH | 3.0B | 3.1B | 6.59 | 0.97 | ||||
SMALL-CAP | ||||||||
CCF | 1.2B | 404.0M | 36.59 | 3 | ||||
ASIX | 719.8M | 1.5B | 13.18 | 0.47 | ||||
CMT | 176.9M | 357.7M | 8.71 | 0.49 | ||||
AREC | 108.8M | 16.7M | 9.82 | 6.5 | ||||
AMRS | 3.7M | - | -0.01 | 0.01 |
Stepan Co News
Income Statement (Quarterly) | ||||||||||||||||||||||
Description | (%) Q/Q | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 |
Revenue | -5.4% | 532 | 562 | 580 | 651 | 627 | 719 | 752 | 675 | 610 | 603 | 596 | 538 | 495 | 464 | 461 | 450 | 445 | 452 | 473 | 489 | 467 |
Gross Profit | -6.8% | 66.00 | 71.00 | 66.00 | 74.00 | 68.00 | 118 | 132 | 109 | 83.00 | 92.00 | 112 | 109 | 109 | 97.00 | 98.00 | 79.00 | 85.00 | 77.00 | 93.00 | 85.00 | 75.00 |
Operating Expenses | 25.8% | 58.00 | 46.00 | 49.00 | 52.00 | 56.00 | 64.00 | 53.00 | 46.00 | 60.00 | 52.00 | 55.00 | 55.00 | 64.00 | 55.00 | 54.00 | 39.00 | 55.00 | 49.00 | 51.00 | 54.00 | 39.00 |
S&GA Expenses | 4.8% | 12.00 | 12.00 | 11.00 | 13.00 | 13.00 | 15.00 | 16.00 | 15.00 | 15.00 | 15.00 | 15.00 | 15.00 | 16.00 | 13.00 | 13.00 | 14.00 | 15.00 | 14.00 | 14.00 | 14.00 | 13.00 |
EBITDA Margin | -0.7% | 0.08* | 0.08* | 0.09* | 0.10* | 0.11* | 0.11* | 0.11* | 0.11* | 0.12* | 0.13* | 0.14* | 0.14* | - | - | - | - | - | - | - | - | - |
Interest Expenses | -5.6% | 7.00 | 7.00 | 7.00 | 6.00 | 5.00 | 4.00 | 5.00 | 3.00 | 3.00 | 2.00 | 2.00 | 2.00 | 2.00 | 2.00 | 3.00 | 2.00 | 3.00 | 2.00 | 5.00 | 2.00 | 4.00 |
Income Taxes | -175.7% | -2.47 | 3.00 | 4.00 | 4.00 | -1.52 | 11.00 | 17.00 | 15.00 | 5.00 | 2.00 | 15.00 | 13.00 | 13.00 | 10.00 | 12.00 | 8.00 | 6.00 | 2.00 | 9.00 | 6.00 | 7.00 |
Earnings Before Taxes | -123.1% | -3.67 | 16.00 | 16.00 | 20.00 | 9.00 | 50.00 | 70.00 | 59.00 | 22.00 | 39.00 | 58.00 | 53.00 | 44.00 | 43.00 | 48.00 | 36.00 | 28.00 | 27.00 | 40.00 | 31.00 | 31.00 |
EBT Margin | -17.9% | 0.02* | 0.03* | 0.04* | 0.05* | 0.07* | 0.07* | 0.07* | 0.07* | 0.07* | 0.09* | 0.09* | 0.10* | - | - | - | - | - | - | - | - | - |
Net Income | -109.5% | -1.19 | 13.00 | 13.00 | 16.00 | 11.00 | 39.00 | 52.00 | 45.00 | 17.00 | 37.00 | 43.00 | 41.00 | 30.00 | 33.00 | 36.00 | 28.00 | 22.00 | 26.00 | 30.00 | 25.00 | 24.00 |
Net Income Margin | -19.9% | 0.02* | 0.02* | 0.03* | 0.04* | 0.05* | 0.06* | 0.06* | 0.06* | 0.06* | 0.07* | 0.07* | 0.07* | - | - | - | - | - | - | - | - | - |
Free Cashflow | 35.6% | 22.00 | 16.00 | 40.00 | -164 | -10.38 | -39.10 | -10.09 | -81.22 | -24.21 | -47.97 | -0.84 | -49.33 | - | - | - | - | - | - | - | - | - |
Balance Sheet | ||||||||||||||||||||||
Description | (%) Q/Q | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 |
Assets | 1.3% | 2,363 | 2,334 | 2,431 | 2,446 | 2,433 | 2,337 | 2,289 | 2,273 | 2,066 | 1,956 | 1,887 | 1,828 | 1,752 | 1,618 | 1,543 | 1,506 | 1,579 | 1,518 | 1,529 | 1,526 | 1,515 |
Current Assets | 0.3% | 852 | 849 | 939 | 1,007 | 1,045 | 1,073 | 1,087 | 1,082 | 913 | 839 | 816 | 798 | 906 | 833 | 796 | 769 | 819 | 798 | 807 | 808 | 834 |
Cash Equivalents | 23.0% | 130 | 106 | 134 | 127 | 174 | 166 | 195 | 236 | 159 | 105 | 127 | 151 | 350 | 310 | 273 | 254 | 315 | 286 | 275 | 269 | 300 |
Inventory | -6.7% | 266 | 285 | 340 | 368 | 403 | 398 | 341 | 308 | 306 | 291 | 266 | 235 | 219 | 202 | 208 | 198 | 204 | 203 | 216 | 215 | 232 |
Net PPE | 2.3% | 1,207 | 1,180 | 1,166 | 1,120 | 1,073 | 978 | 920 | 893 | 851 | 799 | 765 | 746 | 683 | 652 | 634 | 628 | 639 | 611 | 609 | 605 | 609 |
Goodwill | 0.9% | 97.00 | 97.00 | 99.00 | 97.00 | 96.00 | 92.00 | 93.00 | 98.00 | 97.00 | 98.00 | 98.00 | 96.00 | 28.00 | 27.00 | 23.00 | 23.00 | 26.00 | 22.00 | 23.00 | 23.00 | 23.00 |
Current Liabilities | 4.4% | 608 | 582 | 642 | 663 | 671 | 603 | 638 | 611 | 500 | 491 | 465 | 464 | 417 | 361 | 319 | 310 | 339 | 293 | 299 | 295 | 339 |
Long Term Debt | -5.0% | 401 | 422 | 438 | 454 | 455 | 467 | 384 | 398 | 323 | 232 | 197 | 161 | 161 | 170 | 184 | 199 | 199 | 208 | 208 | 239 | 239 |
LT Debt, Current | 11.4% | 253 | 227 | 244 | 257 | 132 | 98.00 | 142 | 139 | 41.00 | 48.00 | 42.00 | 88.00 | 38.00 | 38.00 | 24.00 | 24.00 | 24.00 | 24.00 | 25.00 | 33.00 | 37.00 |
LT Debt, Non Current | -5.0% | 401 | 422 | 438 | 454 | 455 | 467 | 384 | 398 | 323 | 232 | 197 | 161 | 161 | 170 | 184 | 199 | 199 | 208 | 208 | 239 | 239 |
Shareholder's Equity | 1.1% | 1,216 | 1,203 | 1,215 | 7.00 | 1,166 | 1,130 | 1,126 | 1,117 | 1,074 | 1,059 | 1,051 | 1,004 | 988 | 939 | 898 | 867 | 892 | 855 | 858 | 832 | 808 |
Retained Earnings | -0.8% | 1,257 | 1,267 | 1,263 | 1,258 | 1,250 | 1,247 | 1,216 | 1,171 | 1,134 | 1,124 | 1,094 | 1,058 | 1,024 | 1,000 | 973 | 944 | 922 | 907 | 886 | 862 | 837 |
Additional Paid-In Capital | 1.1% | 247 | 244 | 242 | 240 | 237 | 233 | 230 | 225 | 221 | 217 | 214 | 209 | 207 | 204 | 199 | 196 | 193 | 191 | 189 | 186 | 183 |
Accumulated Depreciation | 0.9% | 1,378 | 1,367 | 1,351 | 1,323 | 1,297 | 1,268 | 1,263 | 1,256 | 1,240 | 1,238 | 1,227 | 1,203 | 1,190 | 1,174 | 1,148 | 1,125 | 1,123 | 1,102 | 1,094 | 1,074 | 1,058 |
Shares Outstanding | 0.0% | 23.00 | 23.00 | 23.00 | 23.00 | 23.00 | 23.00 | 23.00 | 23.00 | 23.00 | 23.00 | 23.00 | 23.00 | - | - | - | - | - | - | - | - | - |
Minority Interest | - | - | - | - | - | - | - | - | - | - | 2.00 | 2.00 | 2.00 | 2.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 |
Float | - | - | - | 1,993 | - | - | - | 2,118 | - | - | - | 2,582 | - | - | - | 2,065 | - | - | - | 1,862 | - | - |
Cashflow (Quarterly) | ||||||||||||||||||||||
Description | (%) Q/Q | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 |
Cashflow From Operations | -1.6% | 68,977 | 70,097 | 107,860 | -72,058 | 85,836 | 36,775 | 59,082 | -20,930 | 50,733 | -3,293 | 36,393 | -11,698 | 93,538 | 83,178 | 64,975 | -6,475 | 85,779 | 53,896 | 74,317 | 4,436 | 74,951 |
Share Based Compensation | 35.9% | 2,064 | 1,519 | 1,159 | 999 | 3,839 | 3,057 | 3,998 | 2,957 | 3,647 | 2,723 | 2,807 | 2,539 | 2,666 | 3,223 | 2,989 | 1,202 | 1,827 | 2,273 | 2,176 | 2,596 | 115 |
Cashflow From Investing | 13.0% | -46,738 | -53,697 | -67,890 | -90,341 | -96,216 | -85,567 | -69,175 | -57,132 | -70,792 | -44,536 | -37,745 | -223,756 | -40,904 | -43,750 | -21,469 | -32,911 | -44,170 | -25,436 | -19,357 | -23,704 | -25,129 |
Cashflow From Financing | 91.9% | -3,353 | -41,319 | -35,580 | 113,536 | 11,651 | 26,461 | -26,736 | 154,833 | 74,361 | 28,215 | -25,170 | 39,927 | -20,294 | -4,207 | -26,015 | -14,418 | -16,056 | -13,064 | -50,596 | -10,778 | -17,572 |
Dividend Payments | 2.8% | 8,389 | 8,162 | 8,157 | 8,160 | 8,115 | 7,473 | 7,472 | 7,513 | 7,511 | 6,848 | 6,863 | 6,861 | 6,858 | 6,176 | 6,169 | 6,202 | 6,186 | 5,626 | 5,642 | 5,643 | 5,632 |
Buy Backs | - | - | - | - | - | 2,692 | 5,281 | 7,041 | 9,935 | - | 6,074 | 9,906 | 989 | 1,500 | - | 6,510 | 7,243 | - | 7,003 | 6,104 | 77.00 | 2,000 |
Consolidated Statements of Income - USD ($) shares in Thousands | 12 Months Ended | ||||||
---|---|---|---|---|---|---|---|
Dec. 31, 2023 | Dec. 31, 2022 | Dec. 31, 2021 | |||||
Income Statement [Abstract] | |||||||
Net Sales (Note 1) | [1] | $ 2,325,768,000 | $ 2,773,270,000 | $ 2,345,966,000 | |||
Cost of Sales | 2,048,170,000 | 2,346,201,000 | 1,950,156,000 | ||||
Gross Profit | 277,598,000 | 427,069,000 | 395,810,000 | ||||
Operating Expenses: | |||||||
Selling (Note 1) | 48,367,000 | 59,030,000 | 59,186,000 | ||||
Administrative (Note 1) | 93,202,000 | 102,177,000 | 92,906,000 | ||||
Research, development and technical services (Note 1) | 59,039,000 | 66,633,000 | 62,689,000 | ||||
Deferred compensation (income) expense (Note 12) | 4,371,000 | (9,393,000) | 6,895,000 | ||||
Total Operating expenses | 204,979,000 | 218,447,000 | 221,676,000 | ||||
Goodwill and other intangibles impairment (Note 4) | 2,038,000 | 978,000 | |||||
Business restructuring, assets impairment and loss on asset disposition (Note 22) | [2] | 11,968,000 | 308,000 | 3,353,000 | |||
Operating Income | 58,613,000 | 207,336,000 | 170,781,000 | ||||
Other Income (Expense): | |||||||
Interest, net (Note 6) | (12,103,000) | (9,809,000) | (5,753,000) | ||||
Other, net (Note 8) | 1,881,000 | (8,824,000) | 7,509,000 | ||||
Nonoperating Income (Expense), Total | (10,222,000) | (18,633,000) | 1,756,000 | ||||
Income Before Provision for Income Taxes | 48,391,000 | 188,703,000 | 172,537,000 | ||||
Provision for Income Taxes (Note 9) | 8,187,000 | 41,550,000 | 34,642,000 | ||||
Net Income | 40,204,000 | 147,153,000 | 137,895,000 | ||||
Net Income Attributable to Noncontrolling Interest (Note 1) | (91,000) | ||||||
Net Income Attributable to Stepan Company | $ 40,204,000 | $ 147,153,000 | $ 137,804,000 | ||||
Net Income Per Common Share Attributable to Stepan Company (Note 18): | |||||||
Basic | $ 1.77 | $ 6.46 | $ 6.01 | ||||
Diluted | $ 1.75 | $ 6.38 | $ 5.92 | ||||
Shares Used to Compute Net Income Per Common Share Attributable to Stepan Company (Note 18): | |||||||
Basic | 22,777 | 22,781 | 22,922 | ||||
Diluted | 22,946 | 23,064 | 23,287 | ||||
|
Consolidated Balance Sheets - USD ($) | Dec. 31, 2023 | Dec. 31, 2022 |
---|---|---|
Current Assets: | ||
Cash and cash equivalents | $ 129,823,000 | $ 173,750,000 |
Receivables, less allowances of $11,143 in 2023 and $11,100 in 2022 | 422,050,000 | 436,914,000 |
Inventories (Note 5) | 265,558,000 | 402,531,000 |
Other current assets | 34,452,000 | 31,607,000 |
Total current assets | 851,883,000 | 1,044,802,000 |
Property, Plant and Equipment: | ||
Land | 52,842,000 | 50,695,000 |
Buildings and improvements | 335,033,000 | 293,264,000 |
Machinery and equipment | 1,796,820,000 | 1,640,478,000 |
Construction in progress | 400,363,000 | 386,115,000 |
Property, Plant and Equipment, Gross | 2,585,058,000 | 2,370,552,000 |
Less: Accumulated depreciation | (1,378,393,000) | (1,297,255,000) |
Property, plant and equipment, net | 1,206,665,000 | 1,073,297,000 |
Goodwill, net (Note 4) | 97,442,000 | 95,922,000 |
Other intangible assets, net (Note 4) | 52,571,000 | 58,026,000 |
Long-term investments (Note 2) | 26,804,000 | 23,294,000 |
Operating lease assets (Note 7) | 70,646,000 | 62,540,000 |
Other non-current assets | 57,343,000 | 75,291,000 |
Total Assets | 2,363,354,000 | 2,433,172,000 |
Current Liabilities: | ||
Current maturities of debt (Note 6) | 252,898,000 | 132,111,000 |
Accounts payable | 233,031,000 | 375,726,000 |
Accrued liabilities (Note 14) | 121,941,000 | 162,812,000 |
Total current liabilities | 607,870,000 | 670,649,000 |
Deferred income taxes (Note 9) | 10,373,000 | 10,179,000 |
Long-term debt, less current maturities (Note 6) | 401,248,000 | 455,029,000 |
Non-current operating lease liability (Note 7) | 58,026,000 | 50,559,000 |
Other non-current liabilities (Note 15) | 69,347,000 | 80,691,000 |
Commitments and Contingencies (Note 16) | ||
Equity (Note 10): | ||
Common stock, $1 par value; 60,000,000 authorized shares; 27,005,852 issued shares in 2023 and 26,840,843 issued shares in 2022 | 27,006,000 | 26,841,000 |
Additional paid-in capital | 247,032,000 | 237,202,000 |
Accumulated other comprehensive loss (Note 19) | (130,602,000) | (167,512,000) |
Retained earnings | 1,257,466,000 | 1,250,130,000 |
Less: Common treasury stock, at cost, 4,628,072 shares in 2023 and 4,605,858 shares in 2022 | (184,412,000) | (180,596,000) |
Total Stepan Company stockholders’ equity | 1,216,490,000 | 1,166,065,000 |
Total Liabilities and Equity | $ 2,363,354,000 | $ 2,433,172,000 |
 | Mr. Scott R. Behrens |
---|---|
 | stepan.com |
 | Chemicals |
 | 2453 |