Investor Insights

This summary was created by AI, based on 2 opinions in the last 12 months.

Balchem Corp (BCPC-Q) is used by a lot of companies as one small component of products, and while it has a high cost and high risk to switching, it is not a problem to own or add now. It has been one of the best performers on the S&P in the past 30 years, growing organically and through acquisitions, with an asset-lite model allowing for dividend payments, share buybacks, and company acquisitions. While it may be hit first in a recession, it continues to grow its free cash over time and flies under the radar.

Consensus
Positive
Valuation
Fair Value
Similar
KMG Chemicals, KMGB
BUY
Balchem Corp

Has held it for the last decade. They found a niche in ethylene oxide and choline production, which are important to nutrition. Their chart has performed very well over time, but has been choppy in recent years.

INDUSTRIAL PRODUCTS
PARTIAL BUY
Balchem Corp

Used by a lot of companies as one small component of products. High cost and high risk to switching. If we are going into a recession, watch for these chemical industrial names to get hit first. Not a problem to own, or add, now.

INDUSTRIAL PRODUCTS
BUY
Balchem Corp

One of the best performers on the S&P in the past 30 years. This is asset-lite, so it can pay the dividend, buyback shares or buy companies. They grow organically and through acquisitions.  They grow their free cash over time. Flies under the radar.

INDUSTRIAL PRODUCTS
BUY
Balchem Corp
One of the best stocks on the S&P for over 40 years, but it flies under the radar. They supply low-cost ingredients into foods and drinks that can strongly effect the taste.
INDUSTRIAL PRODUCTS
PAST TOP PICK
Balchem Corp
(A Top Pick Sep 16/20, Up 71%) They make a product important in fetal Nero-development and gut health. The dividend has quadrupled over the last ten years. Hold for the long term.
INDUSTRIAL PRODUCTS
TOP PICK
Balchem Corp
Choline product necessary to humans and animals. Also make a purifier for when you don't have water. Through Covid, EBITDA, revenue, and EPS all increased. Grow through acquisition and organically. Prudent with the debt they take on. About 12% free cash flow growth per year. Smart management team. Yield is 0.54%. (Analysts’ price target is $109.25)
INDUSTRIAL PRODUCTS
BUY ON WEAKNESS
Balchem Corp
They make specialty ingredients and vitamin B12, needed for babies' growth and to fatten livestock. Their last quarter showed surprisingly growth in 5 of 6 divisions and profits rising. Its PE is high at 36x, so step in during a pullback. Dividend growth is 10% in the past 5 years, so cash flow is strong. They haven't relied on their oil and gas business, which is good, but other divisions.
INDUSTRIAL PRODUCTS
BUY ON WEAKNESS
Balchem Corp
A good entry point is mid-80s. They make vitamin B-12. They manufacturing capacity for fragrances and flavors. Tiny company so only get half position. Good allocator of capital.
INDUSTRIAL PRODUCTS
PAST TOP PICK
Balchem Corp

(BNN had the date as Nov 28/13, but I show Nov 8/13.) (A Top Pick Nov 8/13. Down 9.15%.) Made an acquisition that is going to be accretive to their earnings and the stock shot up to $67, but that was because it hit 1.5 billion in market and all the ETFs had to pile in. It has settled back down again. Make choline chloride, a vitamin B supplement, which goes into our drinks and also helps increase yield for dairy cows. Also used for fracing in the oil/gas industry.

INDUSTRIAL PRODUCTS
TOP PICK
Balchem Corp

(He recommends you take a half position only because these Top Picks are trading at multiples that are higher than average, but are still attractive as long-term investments.) A specialties chemical firm. Make choline chloride, which goes into feedstock for cattle and chickens. Also, chemicals for foodstuffs, as well as improving milk content in dairy cows. Free cash flow has consistently risen for the last decade. Dividends have been growing at a 20% clip. Yield is very small so he has been buying it for his clients’ grandchildren. This is one you can buy and hold for a long period of time.

INDUSTRIAL PRODUCTS
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Balchem Corp(BCPC-Q) Rating

Ranking : 4 out of 5

Bullish - Buy Signals / Votes : 2

Neutral - Hold Signals / Votes : 0

Bearish - Sell Signals / Votes : 0

Total Signals / Votes : 2

Stockchase rating for Balchem Corp is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Balchem Corp(BCPC-Q) Frequently Asked Questions

What is Balchem Corp stock symbol?

Balchem Corp is a American stock, trading under the symbol BCPC-Q on the NASDAQ (BCPC). It is usually referred to as NASDAQ:BCPC or BCPC-Q

Is Balchem Corp a buy or a sell?

In the last year, 2 stock analysts published opinions about BCPC-Q. 2 analysts recommended to BUY the stock. 0 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Balchem Corp.

Is Balchem Corp a good investment or a top pick?

Balchem Corp was recommended as a Top Pick by on . Read the latest stock experts ratings for Balchem Corp.

Why is Balchem Corp stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is Balchem Corp worth watching?

2 stock analysts on Stockchase covered Balchem Corp In the last year. It is a trending stock that is worth watching.

What is Balchem Corp stock price?

On 2024-06-24, Balchem Corp (BCPC-Q) stock closed at a price of $153.05.