Balchem Corporation BCPC
- Market cap
- $5.4B
- P/E
- 33.0×
Follow BCPC
Target Price Range
Analyst price targets
Free account| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | 2028 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 53.11 | 71.95 | 70.23 | 76.19 | 78.30 | 106.29 | 110.15 | 110.74 | 135.84 | 139.17 |
Analyst estimates 2026–2028 Powerpack |
Low Price
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| 88.76 | 89.50 | 117.79 | 106.56 | 115.67 | 174.29 | 169.01 | 150.82 | 186.03 | 177.40 |
High Price
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| 1,060 | 1,165 | 1,135 | 1,424 | 1,342 | 1,317 | 1,340 | 1,302 | 1,361 | 1,352 |
Employees
|
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| 1 | 1 | 1 | 0 | 1 | 1 | 1 | 1 | 1 | 1 |
Revenue/Emp
|
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| 553 | 595 | 644 | 644 | 704 | 799 | 942 | 922 | 954 | 1,037 |
Revenue
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| 32.69% | 31.78% | 31.73% | 32.84% | 31.82% | 30.43% | 29.76% | 32.75% | 35.25% | 35.74% |
Gross Margin
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| 83 | 88 | 99 | 96 | 106 | 125 | 134 | 137 | 166 | 199 |
EBT
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| 14.99% | 14.88% | 15.38% | 14.99% | 15.12% | 15.67% | 14.19% | 14.88% | 17.45% | 19.19% |
EBT Margin
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| 56 | 90 | 79 | 80 | 85 | 96 | 105 | 109 | 128 | 155 |
Net Income
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| 46 | 44 | 45 | 46 | 51 | 49 | 52 | 55 | 48 | 46 |
Depreciation
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| 17.55 | 18.68 | 20.06 | 20.03 | 21.87 | 24.80 | 29.43 | 28.73 | 29.50 | 32.15 |
Revenue/Sh
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| 1.75 | 2.79 | 2.42 | 2.45 | 2.60 | 2.94 | 3.25 | 3.35 | 3.93 | 4.75 |
Earnings/Sh
|
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| 3.41 | 3.47 | 3.70 | 3.87 | 4.68 | 4.98 | 4.33 | 5.72 | 5.63 | 6.71 |
Cash Flow/Sh
|
|||
| (0.76) | (0.88) | (0.61) | (0.88) | (1.05) | (1.15) | (1.55) | (1.12) | (1.09) | (1.34) |
Capex/Sh
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| 2.65 | 2.59 | 3.08 | 2.99 | 3.63 | 3.83 | 2.77 | 4.60 | 4.54 | 5.37 |
Free CF/Sh
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| 16.53 | 19.38 | 21.55 | 23.14 | 25.74 | 27.22 | 29.30 | 32.83 | 35.57 | 38.97 |
Book Value/Sh
|
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| 32 | 32 | 32 | 32 | 32 | 32 | 32 | 32 | 32 | 32 |
Shares
|
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| 47.58 | 29.23 | 32.24 | 41.31 | 44.32 | 57.15 | 37.47 | 43.64 | 41.48 | 32.29 |
PE Ratio
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| 4.74 | 4.36 | 3.91 | 5.07 | 5.27 | 6.80 | 4.14 | 5.09 | 5.53 | 4.77 |
PS Ratio
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| 5.04 | 4.21 | 3.64 | 4.39 | 4.48 | 6.19 | 4.16 | 4.45 | 4.58 | 3.94 |
PB Ratio
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| 5.19 | 4.67 | 4.13 | 5.37 | 5.40 | 6.83 | 4.57 | 5.38 | 5.70 | 4.88 |
EV/Sales
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| 34.36 | 33.78 | 26.77 | 36.01 | 32.56 | 44.14 | (20.85) | (33.61) | (36.56) | (41.30) |
EV/FCF
|
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| 108 | 111 | 119 | 124 | 150 | 161 | 139 | 184 | 182 | 217 |
Op' Cash Flow
|
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| (24) | (28) | (20) | (28) | (34) | (37) | (50) | (36) | (35) | (43) |
Capex
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| 84 | 83 | 99 | 96 | 117 | 123 | 89 | 148 | 147 | 173 |
FCF
|
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| 87 | 91 | 144 | 163 | 172 | 178 | 196 | 166 | 156 | 189 |
Working Cap'
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| 287 | 225 | 163 | 258 | 179 | 127 | 474 | 328 | 211 | 187 |
Total Debt
|
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| 249 | 184 | 109 | 193 | 94 | 23 | 407 | 264 | 162 | 112 |
Net Debt
|
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| 521 | 617 | 692 | 744 | 828 | 877 | 938 | 1,054 | 1,150 | 1,257 |
Sh' Equity
|
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| 6.12% | 9.42% | 8.08% | 7.46% | 7.29% | 8.13% | 7.46% | 6.74% | 8.10% | 9.49% |
ROA
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| 7.38% | 7.56% | 8.36% | 6.84% | 7.53% | 8.85% | 6.74% | 7.55% | 8.72% | 9.55% |
ROIC
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| 11.37% | 15.83% | 12.01% | 11.10% | 10.77% | 11.27% | 11.61% | 10.90% | 11.66% | 12.86% |
ROE
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Balchem Corporation peers in Specialty Chemicals
| Company | Market cap | P/E | Compare |
|---|---|---|---|
| SXT Sensient Technologies Corporation | $5.5B | 34.7× | Compare |
| CLMT Calumet, Inc. | $4.7B | 0.0× | Compare |
| PRM Perimeter Solutions, SA | $4.6B | 0.0× | Compare |
| AXTA Axalta Coating Systems Ltd. | $6.9B | 20.2× | Compare |
| Company | Market cap | P/E | Compare |
|---|---|---|---|
| CBT Cabot Corporation | $4.1B | 22.1× | Compare |
| EMN Eastman Chemical Company | $7.6B | 17.3× | Compare |
| AVNT Avient Corporation | $3.7B | 22.2× | Compare |
| NEU NewMarket Corporation | $8.2B | 19.3× | Compare |
Balchem Corporation (BCPC) key facts
- Balchem Corporation (BCPC) is a Specialty Chemicals company in the Basic Materials sector, listed on Nasdaq.
- Balchem Corporation’s revenue for fiscal 2025 (year ended December 2025) was $1.0 billion, up 8.75% from fiscal 2024.
- Net income was $154.8 million, or $4.75 per share (basic), a net margin of 14.9%.
- As of September 25, 2026, BCPC traded at $167.89, a market capitalization of $5.4 billion.
- At that price the stock trades at 33.0× trailing-twelve-month earnings and 4.9× sales.
- Balchem Corporation pays an annual dividend of $0.71 per share, a yield of 0.55%, with a payout ratio of 23.1%.
- Return on equity was 12.9% and debt-to-equity 0.14.
Balchem Corporation (BCPC) Latest News
25 Sep
Balchem (BCPC) closed at $167.84 after a 3-year return of 35.5%. A Discounted Cash Flow (DCF) analysis indicates Balchem’s intrinsic value is meaningfully higher than the current price, implying potential undervaluation based on expected cash generation. Latest twelve-month free cash flow is about $177.6 million and is assumed to grow. The company aims to convert its specialty ingredients and nutrition portfolio into steady cash flows, aided by capacity expansions such as a New York microencapsulation facility. Bull and bear narratives diverge: the bull case suggests roughly 19% undervalued, while the bear case warns of possible underutilized capacity and higher depreciation. The piece emphasizes valuation, growth, and margins as drivers of fair value and acknowledges investor sentiment as a factor, with a disclaimer that the analysis is not financial advice. DCF suggests intrinsic value is meaningfully above the current price, implying moderate upside potential.
18 Aug
Balchem Corporation reports record revenue via U.S. direct-sales expansion beyond oil, advancing into scaling phase in quarterly update. Record revenue and direct-sales expansion mark major strategic growth moves for Balchem Corporation.
6 Aug
Balchem Corporation achieved 8% top-line growth, showing resilience amid macroeconomic risks. 8% revenue growth signals resilience but lacks evidence of transformative strategic or competitive shifts.
31 Jul
Balchem Corporation released its second quarter 2026 financial results. Quarterly earnings releases directly shape investor sentiment and near-term stock valuation for the company.
Balchem Corporation reported record sales in Q2 2026 earnings call, marking its 28th consecutive quarter of achievement. Record sales and extended consecutive streak signal steady operational strength with moderate effects on near-term valuation.
Balchem Corporation held its Q2 2026 earnings call covering quarterly results and outlook. Quarterly earnings updates typically affect near-term sentiment and valuation without altering long-term trajectory.
14 May
Balchem Corporation (BCPC) posted a Q1 2026 earnings jump alongside increased share buyback activity, sparking debate on whether investors should respond with actions. Earnings surge and buybacks signal strong financial health and shareholder commitment, poised to significantly enhance stock performance and trajectory.
6 May
Investors favored Balchem Corp. (BCPC) due to robust financial performance, strategic growth in specialty ingredients and health segments, and strong market positioning amid positive analyst outlook. Investor preference signals moderate boost to market sentiment and financial trajectory without transformative changes.
30 Apr
Balchem Corporation (BCPC) released its Q1 2026 earnings call transcript, detailing financial results, operational updates, and management guidance. Q1 2026 earnings transcript discloses financial performance, strategic initiatives, and outlook, poised to significantly influence investor sentiment and stock trajectory.
Balchem Corporation reported first quarter 2026 financial results. Quarterly earnings reports reveal financial health and performance metrics that significantly influence stock price and investor sentiment.
Balchem Corporation released Q1 2026 earnings call summary highlighting financial results, operational updates, and future outlook. Q1 earnings call summary impacts financial performance and market sentiment through key metrics and guidance.
25 Apr
Balchem Corporation excels as a formulation-embedded compounder, achieving flawless annual performance without missing a year, driven by innovative product formulations across human nutrition, animal health, and specialty products. Highlighting consistent historical performance enhances market sentiment but lacks details on transformative future events.
10 Apr
Beyond Oil achieves growth inflection with margins exceeding 50% in Balchem Corporation's quarterly update report. Beyond Oil's growth inflection and over 50% margins represent a major profitability surge likely to boost Balchem's trajectory and investor sentiment.
30 Mar
Balchem Corporation ramps up revenue through innovative food-tech solutions beyond oil dependency, as spotlighted in Exec Edge Initiation. Food-tech solution drives revenue ramp up, marking significant strategic shift boosting future performance.
24 Mar
Oxidium Technologies will acquire BASF's Aseptrol business. Acquisition of Aseptrol expands Balchem's specialty products in animal health and sanitization markets.
Balchem Corporation's ASH introduces pricing actions to manage market volatility. ASH's pricing measures address volatility, potentially stabilizing Balchem's margins and financials with moderate impact.
21 Mar
Balchem Corporation launches T.E.A.M. platform, potentially reframing its data advantage narrative and influencing investor perceptions of its competitive edge. T.E.A.M. platform launch signals major strategic innovation in data capabilities, poised to significantly alter investor sentiment and competitive trajectory.
17 Mar
Balchem Corporation launches Metalosate TEAM, a digital test for crop applications, positioned as a validation of its crop segment growth and overall valuation narrative. New Metalosate TEAM digital crop test launch signals strategic innovation in Balchem's agriculture portfolio, likely boosting investor sentiment and revenue potential.
FEAM strengthens its position with high-margin boron innovation. High-margin boron innovation marks a significant strategic advancement bolstering Balchem Corporation's competitive edge and long-term market performance.
9 Mar
Balchem Corporation launched Metalosate® T.E.A.M.™, a digital plant tissue analysis platform providing research-driven nutrient recommendations for specialty crops. Launch of innovative digital platform strengthens Balchem's competitive edge in specialty crop nutrition, likely driving revenue growth and market positioning.
4 Mar
Balchem Corporation (BCPC) secures a new $18 million investor while achieving record $1 billion in sales. Record $1 billion sales and $18 million new investment represent major financial milestones enhancing growth trajectory and market sentiment.
24 Feb
Balchem Corporation (BCPC) achieved record 2025 sales exceeding US$1 billion, fueled by strong growth across segments, prompting a comprehensive valuation review. Surpassing $1B in record sales signals major revenue growth and segment strength, poised to significantly boost investor sentiment and future performance.
20 Feb
Balchem Corporation (BCPC) reported record sales in Q4 2025 earnings call, alongside strategic partnerships enhancing growth prospects. Record sales boost financial performance and strategic partnerships strengthen competitive positioning and long-term trajectory.
Balchem Corporation released Q4 2025 earnings call summary detailing financial performance, segment results, and future outlook. Q4 earnings results, guidance, and strategic updates significantly shape Balchem's financial trajectory and market perception.
Balchem Corporation (BCPC) Q4 2025 earnings call transcript details quarterly financial performance, strategic updates, and future outlook. Earnings call transcript discloses Q4 financial results and guidance directly impacting investor sentiment and stock trajectory.
Balchem Corporation (BCPC) stock rose over 4% after reporting record Q4 and full-year results. Record Q4 and full-year results signal strong financial performance boosting stock price and future outlook.
Balchem Corporation reported fourth quarter and full year 2025 financial results. Quarterly and annual earnings disclosures significantly shape investor perceptions and Balchem's stock trajectory.
6 Feb
Balchem Corporation (NASDAQ: BCPC) has demonstrated notable earnings per share (EPS) growth, indicating a positive trajectory for the company. The article highlights the potential for continued growth driven by strategic initiatives and market demand for its products. Investors may find Balchem an appealing option due to its strong financial performance and growth prospects in the specialty chemicals sector. Significant EPS growth and strategic initiatives suggest a likely positive impact on future performance.
23 Jan
Balchem Corporation (NASDAQ:BCPC) is focused on enhancing its returns on capital through strategic initiatives aimed at growth. The company is exploring various avenues to optimize its operations and improve financial performance, which may positively influence its market position and investor sentiment. Strategic initiatives aimed at growth may moderately influence financial performance and competitive positioning.
22 Dec
Balchem Corporation has issued a statement regarding new anti-dumping measures imposed by the European Union on choline chloride. The company is assessing the implications of these measures on its operations and market position, emphasizing its commitment to compliance and strategic planning in response to regulatory changes. The new EU anti-dumping measures could moderately influence Balchem's competitive positioning and financial performance.