Balchem
BCPC · Specialty Chemicals
$177.00
2.2%Sensient Technologies
SXT · Specialty Chemicals
$132.65
1.3%The short version
- Sensient Technologies is the larger business, with $1.6B of revenue in fiscal 2025 against $1.0B for Balchem, about 1.6 times as much.
- Balchem grew revenue faster (8.8%, against 3.5%).
- Balchem kept more of each dollar of sales as operating profit (20.2% operating margin, against 12.9% operating margin).
- Balchem turned more of its sales into free cash flow (16.7% FCF margin, against 2.4% FCF margin).
- Investors pay more for each dollar of Sensient Technologies’s earnings: a P/E of 35.8x against 33.3x for Balchem.
| Latest fiscal year | BCPC · FY25 | SXT · FY25 |
|---|---|---|
| Size | ||
| Market cap | $5.7B | $5.7B |
| Revenue | $1.0B | $1.6B |
| Free cash flow | $173M | $38.4M |
| Net income | $155M | $135M |
| Growth | ||
| Revenue growth | 8.8% | 3.5% |
| 5-year growth | 8.1% | 3.9% |
| Share count change | −0.4% | 0.5% |
| Profitability | ||
| Gross margin | 35.7% | 33.5% |
| Operating margin | 20.2% | 12.9% |
| Net margin | 14.9% | 8.3% |
| FCF margin | 16.7% | 2.4% |
| Return on capital | — | 8.9% |
| Return on equity | 12.9% | 11.9% |
| Balance sheet | ||
| Net debt | — | $673M |
| Net debt / EBITDA | — | 2.5x |
| Dividends and buybacks | $136M | $69.6M |
| Valuation & quality | ||
| P/E | 33.3x | 35.8x |
| Piotroski F-score | — | 6 |
FY16
BCPC $553M
SXT $1.4B
FY17
BCPC $595M
SXT $1.4B
FY18
BCPC $644M
SXT $1.4B
FY19
BCPC $644M
SXT $1.3B
FY20
BCPC $704M
SXT $1.3B
FY21
BCPC $799M
SXT $1.4B
FY22
BCPC $942M
SXT $1.4B
FY23
BCPC $922M
SXT $1.5B
FY24
BCPC $954M
SXT $1.6B
FY25
BCPC $1.0B
SXT $1.6B
BCPC
SXT
FY16
BCPC 16.4%
SXT 13.1%
FY17
BCPC 16.3%
SXT 12.0%
FY18
BCPC 16.6%
SXT 14.7%
FY19
BCPC 15.9%
SXT 9.2%
FY20
BCPC 15.8%
SXT 11.5%
FY21
BCPC 16.0%
SXT 12.3%
FY22
BCPC 15.4%
SXT 13.7%
FY23
BCPC 17.3%
SXT 10.6%
FY24
BCPC 19.2%
SXT 12.3%
FY25
BCPC 20.2%
SXT 12.9%
BCPC
SXT
FY16
BCPC $84.6M
SXT $102M
FY17
BCPC $83.1M
SXT −$20.0M
FY18
BCPC $99.5M
SXT $32.8M
FY19
BCPC $98.7M
SXT $138M
FY20
BCPC $118M
SXT $167M
FY21
BCPC $124M
SXT $84.4M
FY22
BCPC $89.5M
SXT −$67.3M
FY23
BCPC $146M
SXT $81.8M
FY24
BCPC $146M
SXT $97.9M
FY25
BCPC $173M
SXT $38.4M
BCPC
SXT
FY16
BCPC 8.9%
SXT 9.5%
FY17
BCPC 14.3%
SXT 7.1%
FY18
BCPC 12.1%
SXT 11.8%
FY19
BCPC —
SXT 6.5%
FY20
BCPC —
SXT 8.3%
FY21
BCPC —
SXT 8.9%
FY22
BCPC —
SXT 10.0%
FY23
BCPC —
SXT 6.8%
FY24
BCPC —
SXT 8.8%
FY25
BCPC —
SXT 8.9%
BCPC
SXT
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Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.