MZTI vs. SCL
MZTI (The Marzetti Company) and SCL (Stepan Company) are both stocks. MZTI operates in Packaged Foods (Consumer Defensive), while SCL operates in Specialty Chemicals (Basic Materials). Over the past 10 years, MZTI returned 0.54%/yr vs -0.19%/yr for SCL. At a 0.28 correlation, their price movements are largely independent.
Performance
MZTI vs. SCL - Performance Comparison
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Returns By Period
In the year-to-date period, MZTI achieves a -32.69% return, which is significantly lower than SCL's 10.27% return. Over the past 10 years, MZTI has outperformed SCL with an annualized return of 0.54%, while SCL has yielded a comparatively lower -0.19% annualized return.
MZTI
- 1D
- 1.49%
- 1M
- -3.25%
- YTD
- -32.69%
- 6M
- -30.23%
- 1Y
- -33.35%
- 3Y*
- -16.23%
- 5Y*
- -9.18%
- 10Y*
- 0.54%
SCL
- 1D
- 0.29%
- 1M
- -2.10%
- YTD
- 10.27%
- 6M
- 17.06%
- 1Y
- -3.04%
- 3Y*
- -17.43%
- 5Y*
- -15.44%
- 10Y*
- -0.19%
MZTI vs. SCL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MZTI The Marzetti Company | -32.69% | -2.93% | 6.10% | -14.02% | 21.59% | -8.26% | 16.75% | -7.88% | 39.22% | -6.99% |
SCL Stepan Company | 10.27% | -24.60% | -30.29% | -9.74% | -12.91% | 5.24% | 17.75% | 39.96% | -5.21% | -2.06% |
Correlation
The correlation between MZTI and SCL is 0.29, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.29 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.33 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.34 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.37 |
Correlation (All Time) Calculated using the full available price history since Mar 18, 1992 | 0.28 |
Fundamentals
MZTI:
$2.98B
SCL:
$1.18B
MZTI:
$6.41
SCL:
-$0.62
MZTI:
1.54
SCL:
0.50
MZTI:
2.86
SCL:
0.99
MZTI:
$1.94B
SCL:
$2.34B
MZTI:
$469.39M
SCL:
$259.28M
MZTI:
$296.24M
SCL:
$96.49M
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Return for Risk
MZTI vs. SCL — Risk / Return Rank
MZTI
SCL
MZTI vs. SCL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Marzetti Company (MZTI) and Stepan Company (SCL). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| MZTI | SCL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.16 | ||
| Sortino ratioReturn per unit of downside risk | -1.95 | ||
| Omega ratioGain probability vs. loss probability | 0.78 | 1.02 | -0.24 |
| Calmar ratioReturn relative to maximum drawdown | -0.78 | -0.09 | -0.69 |
| Martin ratioReturn relative to average drawdown | -1.88 | -0.16 | -1.72 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| MZTI | SCL | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -1.25 | -0.08 | -1.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.33 | -0.51 | +0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.02 | -0.01 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.25 | +0.13 |
Drawdowns
MZTI vs. SCL - Drawdown Comparison
The maximum MZTI drawdown since its inception was -54.66%, smaller than the maximum SCL drawdown of -66.78%. Use the drawdown chart below to compare losses from any high point for MZTI and SCL.
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Drawdown Indicators
| MZTI | SCL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.66% | -66.78% | +12.12% |
Max Drawdown (1Y)Largest decline over 1 year | -42.74% | -32.78% | -9.96% |
Max Drawdown (3Y)Largest decline over 3 years | -46.47% | -54.78% | +8.31% |
Max Drawdown (5Y)Largest decline over 5 years | -48.22% | -65.22% | +17.00% |
Max Drawdown (10Y)Largest decline over 10 years | -48.22% | -66.78% | +18.56% |
Current DrawdownCurrent decline from peak | -46.51% | -58.63% | +12.12% |
Average DrawdownAverage peak-to-trough decline | -11.65% | -16.99% | +5.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 17.76% | 19.37% | -1.61% |
Volatility
MZTI vs. SCL - Volatility Comparison
The Marzetti Company (MZTI) and Stepan Company (SCL) have volatilities of 6.38% and 6.53%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MZTI | SCL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.38% | 6.53% | -0.15% |
Volatility (6M)Calculated over the trailing 6-month period | 20.58% | 30.83% | -10.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.85% | 36.41% | -9.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.73% | 30.29% | -2.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.70% | 31.60% | -3.90% |
Dividends
MZTI vs. SCL - Dividend Comparison
MZTI's dividend yield for the trailing twelve months is around 3.63%, more than SCL's 3.05% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MZTI The Marzetti Company | 3.63% | 2.34% | 2.11% | 2.07% | 1.65% | 1.84% | 1.55% | 1.66% | 1.39% | 1.74% | 1.45% | 5.96% |
SCL Stepan Company | 3.05% | 3.27% | 2.33% | 1.55% | 1.63% | 1.01% | 0.95% | 1.00% | 1.25% | 1.06% | 0.95% | 1.47% |
Financials
MZTI vs. SCL - Financials Comparison
This section allows you to compare key financial metrics between The Marzetti Company and Stepan Company. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
MZTI vs. SCL - Profitability Comparison
MZTI - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, The Marzetti Company reported a gross profit of 107.22M and revenue of 453.37M. Therefore, the gross margin over that period was 23.7%.
SCL - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Stepan Company reported a gross profit of 64.85M and revenue of 604.51M. Therefore, the gross margin over that period was 10.7%.
MZTI - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, The Marzetti Company reported an operating income of 46.58M and revenue of 453.37M, resulting in an operating margin of 10.3%.
SCL - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Stepan Company reported an operating income of -49.62M and revenue of 604.51M, resulting in an operating margin of -8.2%.
MZTI - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, The Marzetti Company reported a net income of 37.06M and revenue of 453.37M, resulting in a net margin of 8.2%.
SCL - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Stepan Company reported a net income of -41.41M and revenue of 604.51M, resulting in a net margin of -6.9%.
Frequently Asked Questions
MZTI and SCL have a correlation of 0.29, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SCL has higher volatility (6.53%) compared to MZTI (6.38%). In terms of maximum drawdown, MZTI dropped -54.66% vs SCL's -66.78%.
SCL currently has the higher Sharpe Ratio (-0.08 vs -1.25), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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