vs
Side-by-side financial comparison of BALCHEM CORP (BCPC) and COMMERCE BANCSHARES INC (CBSH). Click either name above to swap in a different company.
COMMERCE BANCSHARES INC is the larger business by last-quarter revenue ($475.7M vs $263.6M, roughly 1.8× BALCHEM CORP). COMMERCE BANCSHARES INC runs the higher net margin — 29.8% vs 14.9%, a 14.9% gap on every dollar of revenue. On growth, COMMERCE BANCSHARES INC posted the faster year-over-year revenue change (11.1% vs 9.8%). Over the past eight quarters, COMMERCE BANCSHARES INC's revenue compounded faster (7.1% CAGR vs 4.9%).
Balchem Corp is a global specialty chemicals and nutritional ingredients provider that develops, manufactures and distributes application-specific products for human nutrition, animal health, pharmaceutical and industrial end markets, serving customers across North America, Europe and Asia Pacific.
Commerce Bancshares, Inc. is a regional bank holding company headquartered in Missouri, with principal offices in Kansas City and St. Louis. It is the corporate parent of Commerce Bank, which offers a diversified line of financial services, including business and personal banking, wealth management and investments through its affiliated companies.
BCPC vs CBSH — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $263.6M | $475.7M |
| Net Profit | $39.2M | $141.6M |
| Gross Margin | 35.6% | — |
| Operating Margin | 19.8% | — |
| Net Margin | 14.9% | 29.8% |
| Revenue YoY | 9.8% | 11.1% |
| Net Profit YoY | 16.8% | 0.7% |
| EPS (diluted) | $1.21 | $0.96 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | — | $475.7M | ||
| Q4 25 | $263.6M | $449.4M | ||
| Q3 25 | $267.6M | $441.0M | ||
| Q2 25 | $255.5M | $445.8M | ||
| Q1 25 | $250.5M | $428.1M | ||
| Q4 24 | $240.0M | $422.1M | ||
| Q3 24 | $239.9M | $421.4M | ||
| Q2 24 | $234.1M | $414.5M |
| Q1 26 | — | $141.6M | ||
| Q4 25 | $39.2M | $140.7M | ||
| Q3 25 | $40.3M | $141.5M | ||
| Q2 25 | $38.3M | $152.5M | ||
| Q1 25 | $37.1M | $131.6M | ||
| Q4 24 | $33.6M | $136.1M | ||
| Q3 24 | $33.8M | $138.0M | ||
| Q2 24 | $32.1M | $139.6M |
| Q1 26 | — | — | ||
| Q4 25 | 35.6% | — | ||
| Q3 25 | 35.7% | — | ||
| Q2 25 | 36.4% | — | ||
| Q1 25 | 35.2% | — | ||
| Q4 24 | 36.0% | — | ||
| Q3 24 | 35.6% | — | ||
| Q2 24 | 35.5% | — |
| Q1 26 | — | — | ||
| Q4 25 | 19.8% | 40.8% | ||
| Q3 25 | 20.4% | 41.9% | ||
| Q2 25 | 20.1% | 44.0% | ||
| Q1 25 | 20.4% | 39.2% | ||
| Q4 24 | 19.8% | 41.2% | ||
| Q3 24 | 20.0% | 42.4% | ||
| Q2 24 | 19.6% | 43.4% |
| Q1 26 | — | 29.8% | ||
| Q4 25 | 14.9% | 31.3% | ||
| Q3 25 | 15.1% | 32.1% | ||
| Q2 25 | 15.0% | 34.2% | ||
| Q1 25 | 14.8% | 30.7% | ||
| Q4 24 | 14.0% | 32.2% | ||
| Q3 24 | 14.1% | 32.8% | ||
| Q2 24 | 13.7% | 33.7% |
| Q1 26 | — | $0.96 | ||
| Q4 25 | $1.21 | $0.86 | ||
| Q3 25 | $1.24 | $1.06 | ||
| Q2 25 | $1.17 | $1.14 | ||
| Q1 25 | $1.13 | $0.98 | ||
| Q4 24 | $1.03 | $0.83 | ||
| Q3 24 | $1.03 | $1.01 | ||
| Q2 24 | $0.98 | $1.03 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $74.6M | — |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.3B | $4.3B |
| Total Assets | $1.7B | $35.7B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $74.6M | — | ||
| Q3 25 | $65.1M | — | ||
| Q2 25 | $65.4M | — | ||
| Q1 25 | $49.9M | — | ||
| Q4 24 | $49.5M | — | ||
| Q3 24 | $73.7M | — | ||
| Q2 24 | $63.7M | — |
| Q1 26 | — | $4.3B | ||
| Q4 25 | $1.3B | $3.8B | ||
| Q3 25 | $1.3B | $3.8B | ||
| Q2 25 | $1.3B | $3.6B | ||
| Q1 25 | $1.2B | $3.5B | ||
| Q4 24 | $1.1B | $3.3B | ||
| Q3 24 | $1.2B | $3.4B | ||
| Q2 24 | $1.1B | $3.1B |
| Q1 26 | — | $35.7B | ||
| Q4 25 | $1.7B | $32.9B | ||
| Q3 25 | $1.7B | $32.3B | ||
| Q2 25 | $1.7B | $32.3B | ||
| Q1 25 | $1.6B | $32.4B | ||
| Q4 24 | $1.6B | $32.0B | ||
| Q3 24 | $1.6B | $31.5B | ||
| Q2 24 | $1.6B | $30.6B |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $67.3M | — |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | 1.72× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $67.3M | $645.1M | ||
| Q3 25 | $65.6M | $129.0M | ||
| Q2 25 | $47.3M | $111.2M | ||
| Q1 25 | $36.5M | $138.6M | ||
| Q4 24 | $52.3M | $577.9M | ||
| Q3 24 | $51.3M | $431.7M | ||
| Q2 24 | $45.0M | $147.4M |
| Q1 26 | — | — | ||
| Q4 25 | — | $592.4M | ||
| Q3 25 | — | $113.3M | ||
| Q2 25 | — | $100.5M | ||
| Q1 25 | — | $126.0M | ||
| Q4 24 | — | $531.7M | ||
| Q3 24 | — | $419.1M | ||
| Q2 24 | — | $138.9M |
| Q1 26 | — | — | ||
| Q4 25 | — | 131.8% | ||
| Q3 25 | — | 25.7% | ||
| Q2 25 | — | 22.5% | ||
| Q1 25 | — | 29.4% | ||
| Q4 24 | — | 126.0% | ||
| Q3 24 | — | 99.5% | ||
| Q2 24 | — | 33.5% |
| Q1 26 | — | — | ||
| Q4 25 | — | 11.7% | ||
| Q3 25 | — | 3.6% | ||
| Q2 25 | — | 2.4% | ||
| Q1 25 | — | 2.9% | ||
| Q4 24 | — | 10.9% | ||
| Q3 24 | — | 3.0% | ||
| Q2 24 | — | 2.1% |
| Q1 26 | — | — | ||
| Q4 25 | 1.72× | 4.59× | ||
| Q3 25 | 1.63× | 0.91× | ||
| Q2 25 | 1.23× | 0.73× | ||
| Q1 25 | 0.98× | 1.05× | ||
| Q4 24 | 1.56× | 4.25× | ||
| Q3 24 | 1.52× | 3.13× | ||
| Q2 24 | 1.40× | 1.06× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
BCPC
| Human Nutrition And Health | $166.1M | 63% |
| Animal Nutrition And Health | $61.2M | 23% |
| Specialty Products | $34.8M | 13% |
CBSH
Segment breakdown not available.
