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Balchem Corporation (BCPC)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS0576652004
CUSIP057665200
SectorBasic Materials
IndustrySpecialty Chemicals

Highlights

Market Cap$4.90B
EPS (TTM)$3.54
PE Ratio42.66
PEG Ratio4.46
Total Revenue (TTM)$929.56M
Gross Profit (TTM)$310.40M
EBITDA (TTM)$228.97M
Year Range$109.85 - $159.52
Target Price$166.00
Short %1.70%
Short Ratio4.37

Share Price Chart


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Balchem Corporation

Popular comparisons: BCPC vs. ASH, BCPC vs. ALG, BCPC vs. VOO, BCPC vs. APD

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Balchem Corporation, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


0.00%5.00%10.00%15.00%2024FebruaryMarchAprilMayJune
10.24%
15.17%
BCPC (Balchem Corporation)
Benchmark (^GSPC)

S&P 500

Returns By Period

Balchem Corporation had a return of 3.02% year-to-date (YTD) and 13.29% in the last 12 months. Over the past 10 years, Balchem Corporation had an annualized return of 11.62%, outperforming the S&P 500 benchmark which had an annualized return of 10.86%.


PeriodReturnBenchmark
Year-To-Date3.02%13.65%
1 month-0.79%3.82%
6 months10.24%15.17%
1 year13.29%24.08%
5 years (annualized)10.31%13.46%
10 years (annualized)11.62%10.86%

Monthly Returns

The table below presents the monthly returns of BCPC, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-5.77%12.15%-1.43%-8.76%8.64%3.02%
20236.98%-0.48%-2.71%3.89%-5.91%9.04%-0.05%4.27%-11.72%-6.29%7.30%20.23%22.80%
2022-12.85%-5.85%-1.19%-9.88%1.00%4.27%4.64%-2.90%-7.77%14.99%0.72%-12.77%-27.15%
2021-7.11%11.52%5.07%1.42%3.00%0.20%2.77%4.10%3.31%5.53%3.21%7.13%46.90%
20206.29%-12.55%4.51%-9.60%12.79%-5.75%5.69%-2.55%-0.07%2.38%3.74%11.69%13.96%
20195.96%6.88%4.59%9.39%-10.66%10.23%2.67%-13.49%11.71%2.04%-1.56%2.53%30.38%
2018-1.99%-4.75%8.64%7.94%9.28%1.77%2.19%10.57%1.08%-16.45%-7.42%-9.07%-2.19%
20171.57%2.26%-5.45%-1.53%-3.01%-1.28%-0.14%-3.40%8.44%3.69%3.54%-7.16%-3.46%
2016-7.66%12.70%-1.98%-1.06%-2.30%-0.50%7.07%9.64%10.71%-2.10%5.22%5.57%38.66%
2015-20.51%11.23%-6.01%-5.34%7.71%-1.31%1.70%3.28%3.83%12.39%0.28%-10.74%-8.26%
2014-7.12%-7.36%3.19%18.86%-10.99%-2.87%-6.65%2.88%9.97%14.37%0.46%2.98%14.03%
20132.61%7.83%8.95%-1.37%10.78%-6.79%11.20%-3.82%8.13%10.65%3.30%-0.32%61.76%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of BCPC is 66, suggesting that the investment has average results relative to other stocks in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.


The Risk-Adjusted Performance Rank of BCPC is 6666
BCPC (Balchem Corporation)
The Sharpe Ratio Rank of BCPC is 7070Sharpe Ratio Rank
The Sortino Ratio Rank of BCPC is 6464Sortino Ratio Rank
The Omega Ratio Rank of BCPC is 6161Omega Ratio Rank
The Calmar Ratio Rank of BCPC is 6969Calmar Ratio Rank
The Martin Ratio Rank of BCPC is 6868Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Balchem Corporation (BCPC) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


BCPC
Sharpe ratio
The chart of Sharpe ratio for BCPC, currently valued at 0.66, compared to the broader market-2.00-1.000.001.002.003.000.66
Sortino ratio
The chart of Sortino ratio for BCPC, currently valued at 1.08, compared to the broader market-4.00-2.000.002.004.006.001.08
Omega ratio
The chart of Omega ratio for BCPC, currently valued at 1.13, compared to the broader market0.501.001.502.001.13
Calmar ratio
The chart of Calmar ratio for BCPC, currently valued at 0.46, compared to the broader market0.002.004.006.000.46
Martin ratio
The chart of Martin ratio for BCPC, currently valued at 1.97, compared to the broader market0.0010.0020.0030.001.97
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.20, compared to the broader market-2.00-1.000.001.002.003.002.20
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.12, compared to the broader market-4.00-2.000.002.004.006.003.12
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.39, compared to the broader market0.501.001.502.001.39
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.76, compared to the broader market0.002.004.006.001.76
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 8.26, compared to the broader market0.0010.0020.0030.008.26

Sharpe Ratio

The current Balchem Corporation Sharpe ratio is 0.66. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Balchem Corporation with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.000.501.001.502.002.503.002024FebruaryMarchAprilMayJune
0.66
2.20
BCPC (Balchem Corporation)
Benchmark (^GSPC)

Dividends

Dividend History

Balchem Corporation granted a 0.78% dividend yield in the last twelve months. The annual payout for that period amounted to $1.19 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$1.19$1.19$0.71$0.64$0.58$0.52$0.47$0.42$0.38$0.34$0.30$0.26

Dividend yield

0.78%0.80%0.58%0.38%0.50%0.51%0.60%0.52%0.45%0.56%0.45%0.44%

Monthly Dividends

The table displays the monthly dividend distributions for Balchem Corporation. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.19$1.19
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.71$0.71
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.64$0.64
2020$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.58$0.58
2019$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.52$0.52
2018$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.47$0.47
2017$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.42$0.42
2016$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.38$0.38
2015$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.34$0.34
2014$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.30$0.30
2013$0.26$0.26

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%0.8%
Balchem Corporation has a dividend yield of 0.78%, which signifies it pays a smaller percentage of its stock price in dividends to its shareholders compared to other companies in the market.
Payout Ratio
20.0%40.0%60.0%80.0%100.0%120.0%29.1%
Balchem Corporation has a payout ratio of 29.13%, which is quite average when compared to the overall market. This suggests that Balchem Corporation strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-20.00%-15.00%-10.00%-5.00%0.00%2024FebruaryMarchAprilMayJune
-9.57%
0
BCPC (Balchem Corporation)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Balchem Corporation. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Balchem Corporation was 85.24%, occurring on Nov 24, 1989. Recovery took 314 trading sessions.

The current Balchem Corporation drawdown is 9.57%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-85.24%Nov 5, 1986558Nov 24, 1989314Jan 14, 1992872
-67.28%May 26, 1998218Apr 8, 1999448Feb 20, 2001666
-54.32%May 21, 1992146May 19, 1993316Jun 5, 1995462
-42.86%Jan 15, 199225Feb 25, 199247May 11, 199272
-42.73%Jul 20, 2011159Mar 6, 2012300May 16, 2013459

Volatility

Volatility Chart

The current Balchem Corporation volatility is 4.36%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%2024FebruaryMarchAprilMayJune
4.36%
2.51%
BCPC (Balchem Corporation)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Balchem Corporation over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items