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SCL vs. PG
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

SCL vs. PG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Stepan Company (SCL) and The Procter & Gamble Company (PG). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, SCL achieves a 10.27% return, which is significantly higher than PG's 2.74% return. Over the past 10 years, SCL has underperformed PG with an annualized return of -0.19%, while PG has yielded a comparatively higher 8.64% annualized return.


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%

PG

1D
-0.98%
1M
-0.90%
YTD
2.74%
6M
6.43%
1Y
-8.99%
3Y*
2.29%
5Y*
4.10%
10Y*
8.64%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SCL vs. PG - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SCL
Stepan Company
10.27%-24.60%-30.29%-9.74%-12.91%5.24%17.75%39.96%-5.21%-2.06%
PG
The Procter & Gamble Company
2.74%-12.26%17.25%-0.86%-5.05%20.52%14.15%39.70%3.57%12.69%

Correlation

The correlation between SCL and PG is 0.28, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.28

Correlation (3Y)
Calculated over the trailing 3-year period

0.20

Correlation (5Y)
Calculated over the trailing 5-year period

0.29

Correlation (10Y)
Calculated over the trailing 10-year period

0.27

Correlation (All Time)
Calculated using the full available price history since Mar 18, 1992

0.20

Fundamentals

Market Cap

SCL:

$1.18B

PG:

$350.63B

EPS

SCL:

-$0.62

PG:

$5.23

PS Ratio

SCL:

0.50

PG:

4.07

PB Ratio

SCL:

0.99

PG:

6.50

Total Revenue (TTM)

SCL:

$2.34B

PG:

$86.72B

Gross Profit (TTM)

SCL:

$259.28M

PG:

$43.64B

EBITDA (TTM)

SCL:

$96.49M

PG:

$22.63B

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Return for Risk

SCL vs. PG — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SCL
SCL Risk / Return Rank: 3737
Overall Rank
SCL Sharpe Ratio Rank: 3939
Sharpe Ratio Rank
SCL Sortino Ratio Rank: 3434
Sortino Ratio Rank
SCL Omega Ratio Rank: 3535
Omega Ratio Rank
SCL Calmar Ratio Rank: 3939
Calmar Ratio Rank
SCL Martin Ratio Rank: 3939
Martin Ratio Rank

PG
PG Risk / Return Rank: 2020
Overall Rank
PG Sharpe Ratio Rank: 2121
Sharpe Ratio Rank
PG Sortino Ratio Rank: 1919
Sortino Ratio Rank
PG Omega Ratio Rank: 2020
Omega Ratio Rank
PG Calmar Ratio Rank: 2121
Calmar Ratio Rank
PG Martin Ratio Rank: 2121
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SCL vs. PG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Stepan Company (SCL) and The Procter & Gamble Company (PG). 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.


SCLPGDifference
Sharpe ratioReturn per unit of total volatility

+0.40

Sortino ratioReturn per unit of downside risk

+0.71

Omega ratioGain probability vs. loss probability

1.02

0.94

+0.09

Calmar ratioReturn relative to maximum drawdown

-0.09

-0.58

+0.49

Martin ratioReturn relative to average drawdown

-0.16

-1.04

+0.88

SCL vs. PG - Sharpe Ratio Comparison

The current SCL Sharpe Ratio is -0.08, which is higher than the PG Sharpe Ratio of -0.48. The chart below compares the historical Sharpe Ratios of SCL and PG, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


SCLPGDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.08

-0.48

+0.40

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.51

0.23

-0.74

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.01

0.46

-0.46

Sharpe Ratio (All Time)

Calculated using the full available price history

0.25

0.46

-0.21

Drawdowns

SCL vs. PG - Drawdown Comparison

The maximum SCL drawdown since its inception was -66.78%, which is greater than PG's maximum drawdown of -54.25%. Use the drawdown chart below to compare losses from any high point for SCL and PG.


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Drawdown Indicators


SCLPGDifference

Max Drawdown

Largest peak-to-trough decline

-66.78%

-54.25%

-12.53%

Max Drawdown (1Y)

Largest decline over 1 year

-32.78%

-15.52%

-17.26%

Max Drawdown (3Y)

Largest decline over 3 years

-54.78%

-21.15%

-33.63%

Max Drawdown (5Y)

Largest decline over 5 years

-65.22%

-23.77%

-41.45%

Max Drawdown (10Y)

Largest decline over 10 years

-66.78%

-23.77%

-43.01%

Current Drawdown

Current decline from peak

-58.63%

-15.91%

-42.72%

Average Drawdown

Average peak-to-trough decline

-16.99%

-12.16%

-4.83%

Ulcer Index

Depth and duration of drawdowns from previous peaks

19.37%

8.93%

+10.44%

Volatility

SCL vs. PG - Volatility Comparison

The current volatility for Stepan Company (SCL) is 6.53%, while The Procter & Gamble Company (PG) has a volatility of 7.01%. This indicates that SCL experiences smaller price fluctuations and is considered to be less risky than PG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SCLPGDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.53%

7.01%

-0.48%

Volatility (6M)

Calculated over the trailing 6-month period

30.83%

15.32%

+15.51%

Volatility (1Y)

Calculated over the trailing 1-year period

36.41%

18.65%

+17.76%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

30.29%

17.79%

+12.50%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

31.60%

19.05%

+12.55%

Dividends

SCL vs. PG - Dividend Comparison

SCL's dividend yield for the trailing twelve months is around 3.05%, more than PG's 2.94% yield.


PositionTTM20252024202320222021202020192018201720162015
PG
The Procter & Gamble Company
2.94%2.91%2.36%2.55%2.38%2.08%2.24%2.37%3.09%2.98%3.18%3.31%
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

SCL vs. PG - Financials Comparison

This section allows you to compare key financial metrics between Stepan Company and The Procter & Gamble 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.005.00B10.00B15.00B20.00B20222023202420252026
604.51M
21.24B
(SCL) Total Revenue
(PG) Total Revenue
Values in USD except per share items

SCL vs. PG - Profitability Comparison

The chart below illustrates the profitability comparison between Stepan Company and The Procter & Gamble Company over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

10.0%20.0%30.0%40.0%50.0%20222023202420252026
10.7%
49.5%
Portfolio components
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%.

PG - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, The Procter & Gamble Company reported a gross profit of 10.51B and revenue of 21.24B. Therefore, the gross margin over that period was 49.5%.

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%.

PG - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, The Procter & Gamble Company reported an operating income of 4.58B and revenue of 21.24B, resulting in an operating margin of 21.6%.

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%.

PG - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, The Procter & Gamble Company reported a net income of 18.50M and revenue of 21.24B, resulting in a net margin of 0.1%.


Frequently Asked Questions


SCL and PG have a correlation of 0.28, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

PG has higher volatility (7.01%) compared to SCL (6.53%). In terms of maximum drawdown, SCL dropped -66.78% vs PG's -54.25%.

SCL currently has the higher Sharpe Ratio (-0.08 vs -0.48), 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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