Balchem Corporation (BCPC) vs Sociedad Quimica y Minera S.A. (SQM)

Balchem Corporation and Sociedad Quimica y Minera S.A. are both Specialty Chemicals companies. Sociedad Quimica y Minera S.A. is the larger, with a market value of $8.1B against $5.7B — 1.4× the size. Sociedad Quimica y Minera S.A. trades at the lower P/E: 10.6× against 33.8×. Sociedad Quimica y Minera S.A. grew revenue faster over the last twelve months: 90.2% against 9.42%. Sociedad Quimica y Minera S.A. has the higher net margin (17.8% vs 15.4%) and the higher return on invested capital (16.9% vs 10.2%). Both pay a dividend; Sociedad Quimica y Minera S.A. yields more (1.80% vs 0.54%). Across the 22 metrics below, Sociedad Quimica y Minera S.A. leads on 17 and Balchem Corporation on 5.

Valuation

Metric BCPC SQM Specialty Chemicals median
P/E 33.77 10.60 24.46
P/S 5.13 1.89 1.64
P/B 4.28 2.92 1.88
Price to free cash flow n/m 98.59 19.15
EV/EBITDA 20.83 16.80 12.87
EV/Sales 5.23 2.11 1.88
Earnings yield 2.96% 9.44% 2.42%
Free cash flow yield (2.07%) 1.01% 2.25%

Profitability

Metric BCPC SQM Specialty Chemicals median
Gross margin 36.46% 37.50% 27.84%
Operating margin 20.70% 33.28% 5.64%
Net margin 15.41% 17.80% 4.19%
Free cash flow margin 16.08% 0.00% 3.49%
Return on equity 13.02% 0.00% 2.34%
Return on assets 10.16% 10.78% 0.45%
Return on invested capital 10.19% 16.86% 3.21%

Growth

Metric BCPC SQM Specialty Chemicals median
Revenue growth (TTM) 9.42% 90.22% 6.39%
EPS growth (last fiscal year) 20.87% (14.95%) (9.77%)
Revenue growth, 5-year CAGR 8.07% 20.29% 6.33%
Net income growth, 5-year CAGR 12.84% 29.02% 0.00%

Health

Metric BCPC SQM Specialty Chemicals median
Debt to equity 0.11 0.60 0.59
Current ratio 2.47 2.61 2.28
Net debt to EBITDA 0.44 2.32 2.03

Dividend

Metric BCPC SQM Specialty Chemicals median
Dividend yield 0.54% 1.80% 1.80%
Payout ratio 0.18 0.19 0.40

Size

Metric BCPC SQM Specialty Chemicals median
Market cap 5.71b 8.05b 2.08b

Compare with another peer

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