Balchem Corporation (BCPC) vs Eastman Chemical Company (EMN)

Balchem Corporation and Eastman Chemical Company are both Specialty Chemicals companies. Eastman Chemical Company is the larger, with a market value of $7.6B against $5.4B — 1.4× the size. Eastman Chemical Company trades at the lower P/E: 17.3× against 33.0×. Balchem Corporation grew revenue faster over the last twelve months: 10.1% against −4.53%. Balchem Corporation has the higher net margin (15.1% vs 4.99%) and the higher return on invested capital (9.79% vs 4.72%). Both pay a dividend; Eastman Chemical Company yields more (3.95% vs 0.55%). Across the 22 metrics below, Balchem Corporation leads on 14 and Eastman Chemical Company on 8.

Valuation

Metric BCPC EMN Specialty Chemicals median
P/E 32.98 17.30 24.83
P/S 4.93 0.86 1.46
P/B 4.11 1.24 1.76
Price to free cash flow n/m 14.20 19.84
EV/EBITDA 20.29 8.96 13.18
EV/Sales 5.04 1.29 1.84
Earnings yield 3.03% 5.78% 2.11%
Free cash flow yield (2.33%) 7.04% 2.29%

Profitability

Metric BCPC EMN Specialty Chemicals median
Gross margin 36.29% 19.88% 29.23%
Operating margin 20.42% 8.47% 3.63%
Net margin 15.14% 4.99% 2.89%
Free cash flow margin 15.78% 6.08% 3.78%
Return on equity 12.79% 7.32% 3.62%
Return on assets 9.77% 2.88% 0.35%
Return on invested capital 9.79% 4.72% 2.75%

Growth

Metric BCPC EMN Specialty Chemicals median
Revenue growth (TTM) 10.14% (4.53%) 4.51%
EPS growth (last fiscal year) 20.87% (46.54%) —
Revenue growth, 5-year CAGR 8.07% 0.65% 6.30%
Net income growth, 5-year CAGR 12.84% (0.17%) 0.00%

Health

Metric BCPC EMN Specialty Chemicals median
Debt to equity 0.14 0.72 0.54
Current ratio 2.66 1.50 1.94
Net debt to EBITDA 0.44 2.82 2.03

Dividend

Metric BCPC EMN Specialty Chemicals median
Dividend yield 0.55% 3.95% 1.69%
Payout ratio 0.23 0.53 0.25

Size

Metric BCPC EMN Specialty Chemicals median
Market cap 5.35b 7.57b 2.43b

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack