TR vs. SCL
TR (Tootsie Roll Industries, Inc.) and SCL (Stepan Company) are both stocks. TR operates in Confectioners (Consumer Defensive), while SCL operates in Specialty Chemicals (Basic Materials). Over the past 10 years, TR returned 3.55%/yr vs 0.58%/yr for SCL. At a 0.29 correlation, their price movements are largely independent.
Performance
TR vs. SCL - Performance Comparison
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Returns By Period
In the year-to-date period, TR achieves a 9.56% return, which is significantly lower than SCL's 16.81% return. Over the past 10 years, TR has outperformed SCL with an annualized return of 3.55%, while SCL has yielded a comparatively lower 0.58% annualized return.
TR
- 1D
- 0.36%
- 1M
- -4.17%
- YTD
- 9.56%
- 6M
- 7.21%
- 1Y
- 21.60%
- 3Y*
- 4.70%
- 5Y*
- 6.46%
- 10Y*
- 3.55%
SCL
- 1D
- 2.50%
- 1M
- 8.46%
- YTD
- 16.81%
- 6M
- 15.27%
- 1Y
- 1.00%
- 3Y*
- -15.27%
- 5Y*
- -14.41%
- 10Y*
- 0.58%
TR vs. SCL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TR Tootsie Roll Industries, Inc. | 9.56% | 17.87% | 1.36% | -18.76% | 22.25% | 27.01% | -12.02% | 3.23% | -7.18% | -4.77% |
SCL Stepan Company | 16.81% | -24.60% | -30.29% | -9.74% | -12.91% | 5.24% | 17.75% | 39.96% | -5.21% | -2.06% |
Correlation
The correlation between TR and SCL is 0.23, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.23 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.22 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.30 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.31 |
Correlation (All Time) Calculated using the full available price history since Mar 17, 1992 | 0.29 |
Fundamentals
TR:
$2.92B
SCL:
$1.25B
TR:
$1.36
SCL:
-$0.62
TR:
3.88
SCL:
0.53
TR:
3.07
SCL:
1.05
TR:
$735.61M
SCL:
$2.34B
TR:
$257.59M
SCL:
$259.28M
TR:
$138.31M
SCL:
$96.49M
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Return for Risk
TR vs. SCL — Risk / Return Rank
TR
SCL
TR vs. SCL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Tootsie Roll Industries, Inc. (TR) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| TR | SCL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.80 | ||
| Sortino ratioReturn per unit of downside risk | +0.94 | ||
| Omega ratioGain probability vs. loss probability | 1.16 | 1.04 | +0.12 |
| Calmar ratioReturn relative to maximum drawdown | 1.08 | 0.03 | +1.05 |
| Martin ratioReturn relative to average drawdown | 2.44 | 0.05 | +2.39 |
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Drawdowns
TR vs. SCL - Drawdown Comparison
The maximum TR drawdown since its inception was -44.74%, smaller than the maximum SCL drawdown of -66.78%. Use the drawdown chart below to compare losses from any high point for TR and SCL.
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Drawdown Indicators
| TR | SCL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.74% | -66.78% | +22.04% |
Max Drawdown (1Y)Largest decline over 1 year | -20.03% | -32.78% | +12.75% |
Max Drawdown (3Y)Largest decline over 3 years | -23.82% | -54.17% | +30.35% |
Max Drawdown (5Y)Largest decline over 5 years | -36.41% | -65.06% | +28.65% |
Max Drawdown (10Y)Largest decline over 10 years | -36.41% | -66.78% | +30.37% |
Current DrawdownCurrent decline from peak | -13.23% | -56.18% | +42.95% |
Average DrawdownAverage peak-to-trough decline | -16.76% | -17.01% | +0.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.89% | 19.53% | -10.64% |
Volatility
TR vs. SCL - Volatility Comparison
Tootsie Roll Industries, Inc. (TR) has a higher volatility of 8.98% compared to Stepan Company (SCL) at 6.94%. This indicates that TR's price experiences larger fluctuations and is considered to be riskier than SCL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TR | SCL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.98% | 6.94% | +2.04% |
Volatility (6M)Calculated over the trailing 6-month period | 16.67% | 30.89% | -14.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.33% | 36.52% | -10.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.93% | 30.34% | -5.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.24% | 31.61% | -6.37% |
Dividends
TR vs. SCL - Dividend Comparison
TR's dividend yield for the trailing twelve months is around 0.91%, less than SCL's 2.88% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCL Stepan Company | 2.88% | 3.27% | 2.33% | 1.55% | 1.63% | 1.01% | 0.95% | 1.00% | 1.25% | 1.06% | 0.95% | 1.47% |
TR Tootsie Roll Industries, Inc. | 0.91% | 0.98% | 1.11% | 1.08% | 0.85% | 0.99% | 1.21% | 1.05% | 1.08% | 0.99% | 0.91% | 1.11% |
Financials
TR vs. SCL - Financials Comparison
This section allows you to compare key financial metrics between Tootsie Roll Industries, Inc. 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
TR vs. SCL - Profitability Comparison
TR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Tootsie Roll Industries, Inc. reported a gross profit of 49.77M and revenue of 151.54M. Therefore, the gross margin over that period was 32.8%.
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%.
TR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Tootsie Roll Industries, Inc. reported an operating income of 23.21M and revenue of 151.54M, resulting in an operating margin of 15.3%.
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%.
TR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Tootsie Roll Industries, Inc. reported a net income of 17.66M and revenue of 151.54M, resulting in a net margin of 11.7%.
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
TR and SCL have a correlation of 0.23, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
TR has higher volatility (8.98%) compared to SCL (6.94%). In terms of maximum drawdown, TR dropped -44.74% vs SCL's -66.78%.
TR currently has the higher Sharpe Ratio (0.82 vs 0.03), 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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