Balchem Stock Performance
| BCPC Stock | USD 152.84 5.53 3.49% |
The firm shows a Beta (market volatility) of 0.66, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Balchem's returns are expected to increase less than the market. However, during the bear market, the loss of holding Balchem is expected to be smaller as well. At this point, Balchem has a negative expected return of -0.0358%. Please make sure to confirm Balchem's treynor ratio, accumulation distribution, period momentum indicator, as well as the relationship between the potential upside and day median price , to decide if Balchem performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Balchem has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of rather sound basic indicators, Balchem is not utilizing all of its potentials. The newest stock price tumult, may contribute to shorter-term losses for the shareholders. ...more
Actual Historical Performance (%)
One Day Return (3.49) | Five Day Return (3.77) | Year To Date Return (3.62) | Ten Year Return 172.88 | All Time Return 61 K |
Forward Dividend Yield 0.0055 | Payout Ratio | Last Split Factor 3:2 | Forward Dividend Rate 0.87 | Dividend Date 2025-01-17 |
1 | Balchem Sees Price Target Reduction Despite Strong Base Business BCPC Stock News | 04/28/2025 |
2 | Balchem Corp to Present at Wells Fargo Industrials and Materials Conference BCPC stock news | 05/28/2025 |
3 | Microencapsulation Market Forecasts Report 2025-2030 Pharmaceutical Sector Drives Demand for Microencapsulation Technology | 06/16/2025 |
4 | BASFY Launches New World-Scale Plant in France for HMD Production | 06/18/2025 |
5 | Balchem Elects Directors and Ratifies Auditor at Meeting - TipRanks | 06/20/2025 |
6 | POSCO Completes Precursor Plant to Achieve Self-Sufficiency | 06/24/2025 |
7 | Balchem Corporation to Present at the CJS Annual New Ideas Summer Conference on July 10, 2025 | 06/26/2025 |
8 | CSW Industrials Stock Jumps 3.6 percent Will It Continue to Soar | 07/11/2025 |
9 | Louisiana State Employees Retirement System Decreases Position in Balchem Corporation | 07/15/2025 |
10 | Disposition of 784 shares by Backus William A. of Balchem at 153.4388 subject to Rule 16b-3 | 07/18/2025 |
| Begin Period Cash Flow | 64.4 M | |
| Total Cashflows From Investing Activities | -59.7 M |
Balchem Relative Risk vs. Return Landscape
If you would invest 15,692 in Balchem on April 20, 2025 and sell it today you would lose (408.00) from holding Balchem or give up 2.6% of portfolio value over 90 days. Balchem is currently does not generate positive expected returns and assumes 1.1665% risk (volatility on return distribution) over the 90 days horizon. In different words, 10% of stocks are less volatile than Balchem, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Balchem Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Balchem's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Balchem, and traders can use it to determine the average amount a Balchem's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0307
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | BCPC |
Estimated Market Risk
| 1.17 actual daily | 10 90% of assets are more volatile |
Expected Return
| -0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.03 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Balchem is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Balchem by adding Balchem to a well-diversified portfolio.
Balchem Fundamentals Growth
Balchem Stock prices reflect investors' perceptions of the future prospects and financial health of Balchem, and Balchem fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Balchem Stock performance.
| Return On Equity | 0.12 | ||||
| Return On Asset | 0.0754 | ||||
| Profit Margin | 0.14 % | ||||
| Operating Margin | 0.21 % | ||||
| Current Valuation | 5.3 B | ||||
| Shares Outstanding | 32.62 M | ||||
| Price To Earning | 42.37 X | ||||
| Price To Book | 4.29 X | ||||
| Price To Sales | 5.17 X | ||||
| Revenue | 953.68 M | ||||
| Gross Profit | 342.86 M | ||||
| EBITDA | 230.95 M | ||||
| Net Income | 128.47 M | ||||
| Cash And Equivalents | 58.1 M | ||||
| Cash Per Share | 1.81 X | ||||
| Total Debt | 208.04 M | ||||
| Debt To Equity | 0.53 % | ||||
| Current Ratio | 2.59 X | ||||
| Book Value Per Share | 37.06 X | ||||
| Cash Flow From Operations | 182 M | ||||
| Earnings Per Share | 4.17 X | ||||
| Market Capitalization | 4.99 B | ||||
| Total Asset | 1.58 B | ||||
| Retained Earnings | 997.49 M | ||||
| Working Capital | 156.09 M | ||||
| Current Asset | 198.83 M | ||||
| Current Liabilities | 81.12 M | ||||
About Balchem Performance
By analyzing Balchem's fundamental ratios, stakeholders can gain valuable insights into Balchem's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Balchem has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Balchem has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 77.32 | 42.68 | |
| Return On Tangible Assets | 0.20 | 0.12 | |
| Return On Capital Employed | 0.13 | 0.21 | |
| Return On Assets | 0.08 | 0.11 | |
| Return On Equity | 0.11 | 0.17 |
Things to note about Balchem performance evaluation
Checking the ongoing alerts about Balchem for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Balchem help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Balchem generated a negative expected return over the last 90 days | |
| Balchem has a strong financial position based on the latest SEC filings | |
| Over 90.0% of the company shares are held by institutions such as insurance companies | |
| Latest headline from gurufocus.com: Disposition of 784 shares by Backus William A. of Balchem at 153.4388 subject to Rule 16b-3 |
- Analyzing Balchem's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Balchem's stock is overvalued or undervalued compared to its peers.
- Examining Balchem's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Balchem's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Balchem's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Balchem's stock. These opinions can provide insight into Balchem's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Balchem Stock analysis
When running Balchem's price analysis, check to measure Balchem's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Balchem is operating at the current time. Most of Balchem's value examination focuses on studying past and present price action to predict the probability of Balchem's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Balchem's price. Additionally, you may evaluate how the addition of Balchem to your portfolios can decrease your overall portfolio volatility.
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