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Stepan Company (DE:96S)
FRANKFURT:96S

Stepan Company (96S) Price & Analysis

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96S Stock Chart & Stats

€53.00
€7.00(13.86%)
At close: 4:00 PM EDT
€53.00
€7.00(13.86%)

Bulls Say, Bears Say

Bulls Say
Broad-based Volume GrowthGrowth across all three segments indicates improving demand is not dependent on a single product line. Stronger volumes, especially in surfactants and North American polymers, can support better asset utilization, customer retention, and more durable earnings recovery over the next several quarters.
Project Catalyst SavingsSavings ahead of plan provide a tangible path to offset the company’s elevated fixed-cost base and rebuild margins. If execution continues, the program should improve operating leverage, strengthen competitiveness, and support cash generation beyond the immediate restructuring period.
Manageable LeverageImproving leverage and debt reduction increase financial flexibility while the business works through margin pressure and restructuring. A stronger balance sheet gives Stepan more capacity to fund operations, absorb volatility, and preserve strategic options without relying excessively on new borrowing.
Bears Say
Margin And Earnings DeteriorationThe sharp decline in profitability shows that revenue growth has not yet translated consistently into earnings power. Persistently lower margins could constrain reinvestment and shareholder returns, while the slightly negative TTM net income makes the recovery dependent on successful pricing, mix, and cost actions.
Volatile Free Cash FlowPositive operating cash flow is being offset by capital spending and working-capital variability, leaving free cash flow unreliable. Continued volatility could limit internally funded debt reduction, dividends, and growth investment, particularly if weaker earnings or higher inventories persist.
Restructuring BurdenThe restructuring program may improve the cost base over time, but its sizable charges and cash payments weigh on reported earnings and near-term liquidity. Site closures, asset decommissioning, and workforce reductions also create execution demands before the targeted savings can fully support profitability.

Stepan Company News

96S FAQ

What was Stepan Company’s price range in the past 12 months?
Stepan Company lowest stock price was €36.40 and its highest was €57.50 in the past 12 months.
    What is Stepan Company’s market cap?
    Stepan Company’s market cap is €1.33B.
      When is Stepan Company’s upcoming earnings report date?
      Stepan Company’s upcoming earnings report date is Feb 18, 2027 which is in 112 days.
        How were Stepan Company’s earnings last quarter?
        Stepan Company released its earnings results on Oct 28, 2026. The company reported €0.843 earnings per share for the quarter, beating the consensus estimate of €0.65 by €0.193.
          Is Stepan Company overvalued?
          According to Wall Street analysts Stepan Company’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Stepan Company pay dividends?
            Stepan Company does not currently pay dividends.
            What is Stepan Company’s EPS estimate?
            Stepan Company’s EPS estimate is 0.3.
              How many shares outstanding does Stepan Company have?
              Stepan Company has 22,732,540 shares outstanding.
                What happened to Stepan Company’s price movement after its last earnings report?
                Stepan Company reported an EPS of €0.843 in its last earnings report, beating expectations of €0.65. Following the earnings report the stock price went up 1%.
                  Which hedge fund is a major shareholder of Stepan Company?
                  Currently, no hedge funds are holding shares in DE:96S
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    Stepan Company

                    Stepan Company, together with its subsidiaries, produces and sells specialty and intermediate chemicals to other manufacturers for use in various end products in the United States, France, Poland, the United Kingdom, Brazil, Mexico, and internationally. It operates through three segments: Surfactants, Polymers, and Specialty Products. The Surfactants segment offers surfactants that are used in consumer and industrial cleaning and disinfection products, including detergents for washing clothes, dishes, carpets, and floors and walls, as well as shampoos and body washes; and other applications, such as fabric softeners, germicidal quaternary compounds, disinfectants, lubricating ingredients; emulsifiers for spreading agricultural products; and industrial applications comprising latex systems, plastics, and composites. The Polymers segment provides polyurethane polyols that are used in the manufacture of rigid foam for thermal insulation in the construction industry, as well as a base raw material for coatings, adhesives, sealants, and elastomers (CASE); polyester resins used in coating applications; specialty polyols, such as CASE and powdered polyester resins; and phthalic anhydride that is used in unsaturated polyester resins, alkyd resins, and plasticizers for applications in construction materials, as well as components of automotive, boating, and other consumer products. The Specialty Products segment offers flavors, emulsifiers, and solubilizers for use in food, flavoring, nutritional supplement, and pharmaceutical applications. Stepan Company was founded in 1932 and is headquartered in Northbrook, Illinois.

                    Stepan Company (96S) Earnings & Revenues

                    96S Company Deck

                    96S Earnings Call

                    Q3 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The call was strongly positive overall. Highlights significantly outweighed the challenges, with broad-based volume and earnings growth, higher margins, savings ahead of plan, improved leverage, positive free cash flow, customer expansion, and a positive full-year outlook. The main negatives were raw material and geopolitical volatility, working capital usage, restructuring and maintenance costs, weaker European and Asian demand, lower crop productivity demand, and expected moderation in fourth-quarter volume growth.View all DE:96S earnings summaries

                    96S Stock 12 Month Forecast

                    Average Price Target

                    €76.41
                    ▲(44.17% Upside)
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