Balchem Corporation (BCPC) vs Element Solutions Inc. (ESI)

Balchem Corporation and Element Solutions Inc. are both Specialty Chemicals companies. Element Solutions Inc. is the larger, with a market value of $7.5B against $5.7B — 1.3× the size. Balchem Corporation trades at the lower P/E: 33.8× against 36.4×. Element Solutions Inc. grew revenue faster over the last twelve months: 39.6% against 9.42%. Balchem Corporation has the higher net margin (15.4% vs 5.87%) and the higher return on invested capital (10.2% vs 5.38%). Both pay a dividend; Element Solutions Inc. yields more (1.03% vs 0.54%). Across the 22 metrics below, Balchem Corporation leads on 12 and Element Solutions Inc. on 10.

Valuation

Metric BCPC ESI Specialty Chemicals median
P/E 33.77 36.38 24.46
P/S 5.13 2.16 1.64
P/B 4.28 2.61 1.88
Price to free cash flow n/m 41.01 19.15
EV/EBITDA 20.83 16.23 12.87
EV/Sales 5.23 2.69 1.88
Earnings yield 2.96% 2.75% 2.42%
Free cash flow yield (2.07%) 2.44% 2.25%

Profitability

Metric BCPC ESI Specialty Chemicals median
Gross margin 36.46% 36.56% 27.84%
Operating margin 20.70% 11.71% 5.64%
Net margin 15.41% 5.87% 4.19%
Free cash flow margin 16.08% 5.26% 3.49%
Return on equity 13.02% 7.38% 2.34%
Return on assets 10.16% 3.76% 0.45%
Return on invested capital 10.19% 5.38% 3.21%

Growth

Metric BCPC ESI Specialty Chemicals median
Revenue growth (TTM) 9.42% 39.62% 6.39%
EPS growth (last fiscal year) 20.87% (21.78%) (9.77%)
Revenue growth, 5-year CAGR 8.07% 6.60% 6.33%
Net income growth, 5-year CAGR 12.84% 20.31% 0.00%

Health

Metric BCPC ESI Specialty Chemicals median
Debt to equity 0.11 0.72 0.59
Current ratio 2.47 2.78 2.28
Net debt to EBITDA 0.44 2.03 2.03

Dividend

Metric BCPC ESI Specialty Chemicals median
Dividend yield 0.54% 1.03% 1.80%
Payout ratio 0.18 0.38 0.40

Size

Metric BCPC ESI Specialty Chemicals median
Market cap 5.71b 7.46b 2.08b

Compare with another peer

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