Feed / SCL

Stepan Company

SCL

Basic Materials · 61.88 +0.5% today

Participation confirmed · construction unavailableMarket checked 11 Sept, 15:55 GMT-4

Market read

Stepan Company's move is being confirmed by its market group.

No new filing conclusion is available. 17 of 18 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 1 directly disclosed connection is confirming.

Company+0.5% todayVolume comparison unavailable
Market group17 of 18 activeBuilding Products & Specialty Chemicals · active
Disclosed network0 of 1 confirmingNo filing-linked name is confirming now
What would change this read
  • At least 12 of 18 members remain active in the next snapshot.
  • Capital-flow agreement rises above 55%.
  • A filing-linked outsider such as NWL begins moving with the group.

Invalidation: The live read weakens if participation falls to 6 of 18 members or fewer.

Watch this read

Research brief

The story so far

Basic Materials · Specialty Chemicals

No new filing conclusion is available. 17 of 18 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 1 directly disclosed connection is confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • At least 12 of 18 members remain active in the next snapshot.
  • Capital-flow agreement rises above 55%.
  • A filing-linked outsider such as NWL begins moving with the group.

Company research

Understand the business, not just the ticker

As of Sep 12, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations320
Usable filing statements144
Verified relationships1
Evidence supporting the case
  • Latest annual revenue changed +7.0% year over year.
Evidence challenging the case
  • Demand and volume has repeated adverse evidence across 3 filings.
  • Input and raw-material costs has repeated adverse evidence across 3 filings.
  • Pricing and mix has repeated adverse evidence across 3 filings.
Questions before a position
  • EV/sales is 29% below the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context

Price as of Sep 11, 2026

61.88
6m+22.5%12m+23.1%24m
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-12-31$2.3B+25.5%$5.92+0.1%
2022-12-31$2.8B+18.2%$6.38-1.0%
2023-12-31$2.3B-16.1%$1.75-0.5%
2024-12-31$2.2B-6.3%$2.20-0.1%
2025-12-31$2.3B+7.0%$2.05-0.2%

What management says matters

Persistent and emerging business drivers

Credit and interest ratesmixed · 3 filings
Debt and Credit Facilities Consolidated balance sheet debt increased $1.3 million, from $625.4 million on December 31, 2024 to $626.7 million on December 31, 2025, primarily due to the issuance of $75.0 million aggregate principal amount of senior unsecured n…
10-K · Feb 26, 2026
Demand and volumemixed · 3 filings
The slight decrease in sales volume reflects lower demand for polyols used in rigid foam applications that was mostly offset by higher demand for specialty polyols resulting from the Company’s product diversification efforts.
10-K · Feb 26, 2026
Input and raw-material costsmixed · 3 filings
The lower average selling prices were mainly due to pass-through of lower raw material costs and increased competitive activity.
10-K · Feb 26, 2026
Pricing and mixnegative · 3 filings
Net sales for Asian and Other operations decreased $1.9 million, or four percent, primarily due to lower average selling prices.
10-K · Feb 26, 2026

Valuation discipline

Descriptive valuation snapshot

Price/sales 0.6× · EV/sales 0.7×. Comparisons use only industry-matched filing peers.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

61.88+0.5% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for SCL. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for SCL. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind SCL

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

JPMJPMorgan Chase & Co.lenderFeb 26, 2026

1 to Credit Agreement, dated as of September 29, 2023, among Stepan Company, the foreign subsidiary borrowers from time to time party thereto, the lenders from time to time party thereto, and JPMorgan Chase Bank, N.A., as administrative agent (filed with the…

Filing peers

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

SCL is currently a Leader in the organic co-movement group Building Products & Specialty Chemicals. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 1 filing-linked name are in the relationship map; none is currently confirmed as moving with the group.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.