Risk Intelligence
Core Model
B−
72 / 100
Insufficient Data
How strong and defensively sound is the company?
Above average on this measure.
Suggestions
BCPC · NASDAQ
BALCHEM CORP
Private betaSector unavailable · Industry unavailable
$164.39
-1.37%
Close on Sep 11, 2026
Insufficient Data
Updated 12/20/2023
Long-term research evidence only. No price targets, no trading signals, no recommendations.
Investment Report Card
BALCHEM CORP
Sector unavailable · Data confidence partial
75 / 100
Rank #54 of 1,152 qualified companies
Top 8% · Worth a Closer Look
Long-Term Potential
Research Model
C
64 / 100
Insufficient Data
Does the business have the characteristics needed to create value over many years?
Around the middle of the covered universe.
Fundamental Momentum
Research Model
C−
59 / 100
Insufficient Data
Is the underlying business getting stronger or weaker?
Around the middle of the covered universe.
Ownership Intelligence
Supplemental Intelligence
A+
95 / 100
Cautious disclosed activity
What are important owners actually doing?
Among the strongest readings on this measure.
Valuation Intelligence
Research Model
C−
57 / 100
Reasonable
Is today's price reasonable?
Around the middle of the covered universe — and valuation is researched separately from the Suggested Investment Score.
Capital Returns Intelligence
Research Model
C−
56 / 100
Moderate Capital Returns
How effectively does the company reward shareholders?
Around the middle of the covered universe — and capital returns are researched separately from the Suggested Investment Score.
Why it stands out
No strengthening evidence is recorded in today's readings.
What holds it back
No weakening evidence is recorded in today's readings.
Long-term view
BALCHEM CORP scores 64 on Long-Term Potential (C), described by the research model as insufficient data. This describes business characteristics only — it is not a forecast of future returns.
Ownership view
Disclosed ownership evidence reads 95 (A+): Cautious disclosed activity. Ownership filings are historical disclosures, not signals.
Valuation view
BALCHEM CORP reads 57 out of 100 on Valuation Intelligence, recorded as Reasonable. The stock currently trades below most of its own recent valuation history and above comparable companies. This describes the price being paid relative to the company's financials — it is not a forecast and not a fair value. Valuation Intelligence is a research model and contributes nothing to the Suggested Investment Score or the daily ranking.
Capital returns view
BALCHEM CORP reads 56 out of 100 on Capital Returns Intelligence (Moderate Capital Returns), reflecting a dividend that has grown about 10.9% a year. Capital Returns Intelligence is a research model and contributes nothing to the Suggested Investment Score or the daily ranking.
What changed
No meaningful recorded changes in the stored history.
Risk Intelligence is a core model, Long-Term Potential, Fundamental Momentum, Valuation Intelligence and Capital Returns Intelligence are research models, and Ownership Intelligence is supplemental descriptive evidence. Valuation Intelligence and Capital Returns Intelligence each contribute 0% to the Suggested Investment Score. Nothing here is a recommendation.
Compare BCPC with other companiesAppears in
Rule-based membership
Membership means the company satisfied a published rule on the latest research build. It is not a recommendation.
About a minute to read
The 60-Second Investment Brief
Written from stored research readings only. No hype. No trading signals. Just better evidence.
Why it's interesting
BALCHEM CORP (BCPC) scores 75 out of 100 and ranks #54 of 1,152 qualified companies today. That places it in the top 8% of ranked companies. The stored tier for that score is worth a closer look.
Business strength
Risk Intelligence reads 72 out of 100 (B−), recorded as insufficient data. Above average on this measure.
Long-term opportunity
Long-Term Potential reads 64 out of 100 (C), recorded as insufficient data. Around the middle of the covered universe.
What's improving or weakening
Fundamental Momentum reads 59 out of 100 (C−), recorded as insufficient data. Around the middle of the covered universe.
What important owners are doing
Ownership Intelligence reads 95 out of 100 (A+), recorded as cautious disclosed activity. Among the strongest readings on this measure.
What kind of price you'd be paying
Valuation currently appears reasonable: Valuation Intelligence reads 57 out of 100 (C−), recorded as Reasonable. BALCHEM CORP reads 57 out of 100 on Valuation Intelligence, recorded as Reasonable. The stock currently trades below most of its own recent valuation history and above comparable companies. This describes the price being paid relative to the company's financials — it is not a forecast and not a fair value. Valuation Intelligence is a research model and contributes nothing to the Suggested Investment Score or the daily ranking.
How the company rewards shareholders
Capital Returns Intelligence reads 56 out of 100 (C−), recorded as Moderate Capital Returns. BALCHEM CORP reads 56 out of 100 on Capital Returns Intelligence (Moderate Capital Returns), reflecting a dividend that has grown about 10.9% a year. Capital Returns Intelligence is a research model and contributes nothing to the Suggested Investment Score or the daily ranking.
What could go wrong
No weakening factors are recorded in today's stored readings, and data confidence is partial. Absence of a recorded weakness is not evidence of safety.
Bottom line
Its strongest recorded evidence is Ownership Intelligence. Fundamental Momentum remains the main area to watch. Separately from the score, valuation reads reasonable at today's price.
Composite discovery model
Suggested Investment Score
Suggested Investment Score
75 / 100
Worth a Closer Look
A 0–100 composite discovery score combining Risk Intelligence, Long-Term Potential, Fundamental Momentum, and Ownership Intelligence. It helps rank qualified companies for further research and does not predict future returns.
- Rank
- #54 of 694
- Percentile
- Top 10%
- Ranking updated
- September 12, 2026
—Rank unchanged. Rank unchanged.
- Risk Intelligence
- 72
- Long-Term Potential
- 64
- Fundamental Momentum
- 59
- Ownership Intelligence
- 95
30% contribution
30% contribution
20% contribution
20% contribution
Ownership Intelligence
95 / 100 · Strong · 20% of the Suggested Investment Score
SUPPLEMENTAL / DESCRIPTIVE INTELLIGENCE
Coverage: Partial Coverage
- Elite Investor Activity
- Insufficient Data
- Institutional Activity
- 95 · Strong
- Insider Activity
- Insufficient Data
- Strategic Ownership
- Insufficient Data
50% of Ownership Intelligence · 10% of the total score
No reliably mapped professional-manager filings are stored, so this evidence is unavailable rather than neutral.
20% of Ownership Intelligence · 4% of the total score
Broad institutional evidence from resolved filings is strong.
15% of Ownership Intelligence · 3% of the total score
No discretionary insider transactions are stored for this company, so this evidence is unavailable rather than neutral.
15% of Ownership Intelligence · 3% of the total score
No qualifying major-holder filings are stored, so this evidence is unavailable rather than neutral.
Ownership Intelligence summarizes publicly disclosed activity among professional investment managers, broader institutions, company insiders, and significant strategic owners. It adds context to investment research but is not a validated predictor of future performance. Ownership information is publicly reported with a delay; the latest applicable reporting period is 2023-09-30, publicly disclosed 9/11/2026. Congressional activity is unavailable pending legal review and contributes nothing to this reading.
Why it ranks here
Strong risk profile
Risk Intelligence ranks in the top 25% of qualified companies, with lower_risk price risk.
Exceptional long-term potential
Stored profitability, capital efficiency and reinvestment readings rank near the top of the qualified universe.
Strong ownership evidence
Disclosed institutional activity evidence is favourable relative to other qualified companies. Ownership evidence is descriptive and reported with a delay.
What holds it back
Ownership Intelligence — Partial Coverage
Only part of the ownership evidence is available for this company. Missing evidence is left missing rather than replaced with a neutral value.
COMPOSITE DISCOVERY MODEL — RESEARCH STAGE · Data coverage Good. Rankings are recalculated daily using the latest available information. Individual components may update at different frequencies based on when new financial and ownership data becomes available.
Researched separately
Valuation Intelligence 57 · Reasonable
RESEARCH MODEL
Valuation Intelligence is currently researched separately and does not affect the Suggested Investment Score or daily ranking.
Researched separately
Capital Returns Intelligence 56 · Moderate Capital Returns
RESEARCH MODEL
Capital Returns Intelligence is researched separately and contributes 0% to the Suggested Investment Score, the daily rank or any ranking event.
Score explanation
Why this company scores the way it does
Four research areas carry fixed weights. Each area is compared against every other eligible company, then weighted. The four contributions below add to 75.4 of the stored score (75.4).
Risk Intelligence
30% of the score · contributes 22.6 points
How strong and defensively sound is the company?
Stands at the 75 percentile of eligible companies · stored reading 72 · 30% of this company’s total score
How financially sturdy the company has been when conditions turned against it.
How this area is measured
Risk Intelligence reads stored balance-sheet strength, historical downside behaviour and the company's price-risk grouping. A stronger reading describes past resilience; it does not protect against future losses.
Full methodologyLong-Term Potential
30% of the score · contributes 23.1 points
Does the business have the characteristics needed to create value over many years?
Stands at the 77 percentile of eligible companies · stored reading 64 · 31% of this company’s total score
Whether the business has the durable characteristics long-term owners look for.
How this area is measured
Long-Term Potential reads durability characteristics such as profitability consistency, cash generation and reinvestment capability over multiple reported periods.
Full methodologyFundamental Momentum
20% of the score · contributes 13.0 points
Is the underlying business getting stronger or weaker?
Stands at the 65 percentile of eligible companies · stored reading 59 · 17% of this company’s total score
Whether the reported business results have been getting stronger or weaker.
How this area is measured
Fundamental Momentum compares recent reported fundamentals with the company's own earlier periods, so improvement or deterioration is measured against its history rather than against a forecast.
Full methodologyOwnership Intelligence
20% of the score · contributes 16.6 points
What are important owners actually doing?
Stands at the 83 percentile of eligible companies · stored reading 95 · 22% of this company’s total score
What large reporting owners have actually been doing with their positions.
How this area is measured
Ownership Intelligence reads public ownership filings: how many tracked reporting owners hold the company, and whether they were adding, holding, reducing or exiting in the latest disclosed period.
Full methodology
What is helping the score
- Long-Term Potential — 77 percentile, adding 23.1 points.
- Risk Intelligence — 75 percentile, adding 22.6 points.
- Ownership Intelligence — 83 percentile, adding 16.6 points.
- Fundamental Momentum — 65 percentile, adding 13.0 points.
What deserves attention
No research area currently sits in the weaker range. That is not evidence of low risk.
Outside the score
Additional research — not currently included in the primary Suggested Investment Score.
- Valuation Intelligence — BALCHEM CORP reads 57 out of 100 on Valuation Intelligence, recorded as Reasonable. The stock currently trades below most of its own recent valuation history and above comparable companies. This describes the price being paid relative to the company's financials — it is not a forecast and not a fair value.
- Capital Returns Intelligence — BALCHEM CORP reads 56 out of 100 on Capital Returns Intelligence (Moderate Capital Returns), reflecting a dividend that has grown about 10.9% a year.
Stored snapshots only
What changed
Research-score history available since September 2026.
Stored research history does not yet cover a full 30 days comparison for this company.
A change is reported as meaningful at 8 score points, 5 rank places, or any change of research classification. Nothing here is a recommendation to buy or sell.
Learn the metrics on this page
Plain-English definitions, with the formula and the limitations of each measure.
Fifth research lens · outside the score
Valuation Intelligence
Valuation Intelligence
Is today's price reasonable?
Valuation Intelligence is currently researched separately and does not affect the Suggested Investment Score or daily ranking.
57/ 100
Reasonable
RESEARCH MODEL
Excellent coverage
Compared with its history
82
Very Attractive
Is this company expensive or inexpensive compared with its own history?
Compared with peers
27
Expensive
How expensive is this stock compared with similar companies?
Earnings & cash flow
48
Reasonable
How much financial output does an investor receive relative to the price paid?
Growth-adjusted
69
Attractive
Does the company's growth help justify the valuation investors are paying?
BALCHEM CORP reads 57 out of 100 on Valuation Intelligence, recorded as Reasonable. The stock currently trades below most of its own recent valuation history and above comparable companies. This describes the price being paid relative to the company's financials — it is not a forecast and not a fair value.
Price data through September 11, 2026 · Financial data through the quarter ended June 30, 2026
Valuation history
Stored readings only. The dashed line is this company's own median for the selected measure.
Only one stored valuation reading exists so far, so there is nothing to chart yet. Valuation history builds forward from activation rather than being reconstructed.
Current P/E 31.9x · own median 40.2x · peer median 26.4x
Valuation is inherently uncertain. A stock that appears inexpensive can continue falling, and a stock that appears expensive can continue rising. Valuation Intelligence provides context about the price investors are paying — it does not predict short-term market movements, and it never produces a fair value, a price target or a buy or sell range. Model VALUATION_INTELLIGENCE_V1.
Sixth research lens · outside the score
Capital Returns Intelligence
Capital Returns Intelligence
How effectively does the company reward shareholders?
Capital Returns Intelligence is researched separately and contributes 0% to the Suggested Investment Score, the daily rank or any ranking event.
56/ 100
Moderate Capital Returns
RESEARCH MODEL
Excellent coverage
Dividend Quality
80
Strong Capital Returns
Dividend reliability
Buyback Effectiveness
42
Moderate Capital Returns
Do buybacks actually reduce shares?
The company spends on share repurchases, but much of that activity offsets share issuance rather than materially reducing the share count.
Dilution Control
46
Moderate Capital Returns
Is your ownership share protected?
Capital Return Sustainability
62
Favorable Capital Returns
Can the cash flow support it?
Shareholder Yield
42
Limited Capital Returns
Cash returned versus company value
BALCHEM CORP reads 56 out of 100 on Capital Returns Intelligence (Moderate Capital Returns), reflecting a dividend that has grown about 10.9% a year.
This company spent cash repurchasing stock, but the share count did not fall meaningfully because it also issued shares. Repurchase spending alone did not increase existing shareholders' ownership.
How returned cash was used
Dividends $30.79M · net repurchases $102.70M · total returned $133.50M · 78% of free cash flow
Price data through September 11, 2026 · Financial data through the quarter ended June 30, 2026
Capital returns history
Stored readings only. History builds forward from activation rather than being reconstructed.
Only one stored reading exists for this measure so far, so there is nothing to chart yet.
Why higher yield isn't always better
A very high dividend yield may reflect a falling share price or an unsustainable payout. Capital Returns Intelligence emphasizes consistency and sustainability rather than simply rewarding the highest yield.
Why buybacks can be misleading
Announced or gross buyback spending does not always mean shareholders are gaining ownership. Companies can simultaneously issue shares through employee compensation or acquisitions. Suggested Investments therefore considers actual share-count changes alongside repurchase spending.
What these terms mean
- Dividend Yield
- The annual dividend relative to the current share price.
- Payout Ratio
- The share of company earnings used to pay dividends.
- Free Cash Flow Payout
- How much of the company's available cash is being used for dividends.
- Share Repurchases
- When a company buys back its own stock.
- Dilution
- When the number of shares increases, reducing each existing share's percentage ownership of the company.
- Shareholder Yield
- A combined view of dividends and net share repurchases relative to the company's market value.
Capital Returns Intelligence describes how a company returns capital to shareholders. It is not a measure of stock-price performance, it does not predict future returns, and a strong reading is never a recommendation to buy. Dividends and repurchases can be reduced or stopped at any time. Model CAPITAL_RETURNS_INTELLIGENCE_V1, contributing 0% to the Suggested Investment Score.
Stored daily snapshots only
Ranking history
| Today | #54 | Score 75 |
|---|---|---|
| 30 days ago | Not ranked | No stored score |
| 90 days ago | Not ranked | No stored score |
| First suggested | September 12, 2026 | |
| Highest rank | #54 | |
In the company’s own words
What this company does
Balchem Corporation ("Balchem," the "Company," "we" or "us"), was incorporated in the State of Maryland in 1967. We develop, manufacture, distribute and market specialty performance ingredients and products for the nutritional, food, pharmaceutical, animal health, plant nutrition, sterilization, fumigation, and industrial markets. Our three reportable segments are strategic businesses that offer products and services to different markets: Human Nutrition and Health, Animal Nutrition and Health, and Specialty Products. Sales and production of products outside of our reportable segments and other minor business activities are included in "Other and Unallocated".
We sell our products through our own sales force, independent distributors and sales agents. Financial information concerning our business, business segments and geographic information appears in Management’s Discussion and Analysis of Financial Condition and Results of Operations under Item 7 below and in the Notes to our Consolidated Financial Statements included under Item 8 below, which information is incorporated herein by reference.
The Human Nutrition and Health ("HNH") segment provides human grade choline nutrients and mineral amino acid chelated products for nutrition and health applications. Choline is recognized to play a key role in the development and structural integrity of brain cell membranes in infants, processing dietary fat, reproductive development and neural functions, such as memory and muscle function. The Company's mineral amino acid chelates, specialized mineral salts, and mineral complexes are used as raw materials for inclusion in premier human nutrition products; proprietary technologies have been combined to create an organic molecule in a form the body can readily assimilate. Sales growth for human nutrition applications is reliant on differentiation from lower-cost competitive products through scientific data, intellectual property and customers' appreciation of brand value. Consequently, the Company makes investments in such activities for long-term value differentiation. This segment also manufactures specialty vitamin K2, which plays a crucial role in the human body for bone health, heart health and immunity, and methylsulfonylmethane ("MSM"), which is a widely used nutritional ingredient that helps provide benefits for joint health, sports nutrition, skin and beauty, and healthy aging. This segment also serves the food and beverage industry for beverage, bakery, dairy, confectionary, and savory manufacturers. The Company partners with its customers from ideation through commercialization to bring on-trend beverages, baked goods, confections, dairy and meat products to market. The Company has expertise in trends analysis and product development. With its strong manufacturing capabilities in customized spray dried and emulsified powders, extrusion and agglomeration, blended lipid systems, liquid flavor delivery systems, juice and dairy bases, chocolate systems, ice cream bases and variegates, the Company is a one-stop solutions provider for beverage and dairy product development needs. Additionally, this segment provides microencapsulation solutions to a variety of applications in food, pharmaceutical and nutritional ingredients to enhance performance of nutritional fortification, processing, mixing, and packaging applications and shelf life. Major product applications are baked goods, refrigerated and frozen dough systems, processed meats, seasoning blends, confections, sports and protein bars, dietary plans, and nutritional supplements. The Company also creates cereal systems for ready-to-eat cereals, grain-based snacks, and cereal based ingredients.
The Company’s Animal Nutrition and Health ("ANH") segment provides nutritional products derived from its microencapsulation and chelation technologies in addition to the essential nutrient choline chloride. For ruminant animals, the Company’s microencapsulated products boost health and milk production by delivering nutrient supplements that are biologically available, providing required nutritional levels. The Company’s proprietary chelation technology provides enhanced nutrient absorption for various species of production and companion animals and is marketed for use in animal feed throughout the world. ANH also manufactures and supplies choline chloride, an essential nutrient for monogastric animal health, predominantly to the poultry, pet and swine industries. Choline, which is manufactured and sold in both dry and aqueous forms, plays a vital role in the metabolism of fat. In poultry, choline deficiency can result in reduced growth rates and perosis in young birds, while in swine production choline is a necessary and required component of gestating and lactating sow diets for both liver health and prevention of leg deformity. This segment also manufactures MSM, which is a widely used nutritional ingredient that provides benefits for pet health.
Quoted from the business section of this company’s 10-K filed February 20, 2026. Read the filing
Four distinct intelligence areas
The IA view
Risk Intelligence
Production core
72
Fundamentally Qualified
No prior period to compare
Business Quality qualification score from the locked IA Defensive Research Core. Price Risk stays a separate category and is never blended in.
As of Sep 11, 2026
Long-Term Potential
Research model
65
Elite Compounder
No prior period to compare
Durable business economics and reinvestment characteristics. Independent external validation is pending.
As of Sep 11, 2026
Fundamental Momentum
Research model
59
Accelerating
No prior period to compare
Direction and breadth of change in underlying business fundamentals. Not a price-momentum signal.
As of Sep 11, 2026
Elite Investor Activity
Supplemental
—
Insufficient Data
No prior period to compare
No tracked manager filings mapped to this company.
Intelligence history
Not enough stored history to chart BCPC yet. A company needs at least two published research or ownership periods before a trend can be shown.
Share price
BCPC price history
Closing prices adjusted for splits and dividends, through Sep 11, 2026. Past prices do not indicate future results.
- 6M change
- -3.5%
- 1Y change
- +3.8%
- 3Y change
- +27.9%
- 5Y change
- +22.2%
- Max change
- +65.8%
Last stored close $164.39 · +3.8% over the selected range · 52 sessions shown
Balanced evidence
Why IA likes it
- No positive evidence is available under the current coverage.
Risk and uncertainty
What IA doesn’t like
- No specific negative evidence is available. This is not evidence of low risk.
What would change our view
- Business Quality falling below the frozen qualification threshold.
- Price Risk moving to a less favorable category.
- A sustained reversal in the Fundamental Momentum research evidence.
- New material public ownership disclosures.
Public filings · descriptive only
Elite Investor Activity
Reporting holders
3
New holders
1
Increasing
0
Reducing
2
Exiting
0
Coverage
Excellent
Cautious disclosed activity · Report period 2021-06-30 · Public 12/20/2023
| Manager | Change | Portfolio weight | Rank | Disclosed |
|---|
Insufficient high-confidence manager coverage.
Objective stored changes
What changed
No qualifying changes are recorded for this company in the stored research and filing history.
Ownership timeline
No high-confidence public ownership events are available.
General research only. Not personalized advice. Public filings may be delayed, amended, incomplete, or reflect positions that have changed since the reporting date.