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Side-by-side financial comparison of BALCHEM CORP (BCPC) and CNA FINANCIAL CORP (CNA). Click either name above to swap in a different company.

CNA FINANCIAL CORP is the larger business by last-quarter revenue ($389.0M vs $263.6M, roughly 1.5× BALCHEM CORP). CNA FINANCIAL CORP runs the higher net margin — 77.6% vs 14.9%, a 62.8% gap on every dollar of revenue. On growth, BALCHEM CORP posted the faster year-over-year revenue change (9.8% vs -2.0%). Over the past eight quarters, BALCHEM CORP's revenue compounded faster (4.9% CAGR vs -2.2%).

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.

CNA Financial Corporation is a financial corporation based in Chicago, Illinois, United States. Its principal subsidiary, Continental Casualty Company (CCC), was founded in 1897, and The Continental Insurance Company (CIC) was organized in 1853. CNA, the current parent company, was incorporated in 1967.

BCPC vs CNA — Head-to-Head

Bigger by revenue
CNA
CNA
1.5× larger
CNA
$389.0M
$263.6M
BCPC
Growing faster (revenue YoY)
BCPC
BCPC
+11.9% gap
BCPC
9.8%
-2.0%
CNA
Higher net margin
CNA
CNA
62.8% more per $
CNA
77.6%
14.9%
BCPC
Faster 2-yr revenue CAGR
BCPC
BCPC
Annualised
BCPC
4.9%
-2.2%
CNA

Income Statement — Q4 FY2025 vs Q4 FY2025

Metric
BCPC
BCPC
CNA
CNA
Revenue
$263.6M
$389.0M
Net Profit
$39.2M
$302.0M
Gross Margin
35.6%
Operating Margin
19.8%
97.2%
Net Margin
14.9%
77.6%
Revenue YoY
9.8%
-2.0%
Net Profit YoY
16.8%
1338.1%
EPS (diluted)
$1.21
$1.11

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.

Revenue
BCPC
BCPC
CNA
CNA
Q4 25
$263.6M
$389.0M
Q3 25
$267.6M
$393.0M
Q2 25
$255.5M
$398.0M
Q1 25
$250.5M
$397.0M
Q4 24
$240.0M
$397.0M
Q3 24
$239.9M
$401.0M
Q2 24
$234.1M
$404.0M
Q1 24
$239.7M
$407.0M
Net Profit
BCPC
BCPC
CNA
CNA
Q4 25
$39.2M
$302.0M
Q3 25
$40.3M
$403.0M
Q2 25
$38.3M
$299.0M
Q1 25
$37.1M
$274.0M
Q4 24
$33.6M
$21.0M
Q3 24
$33.8M
$283.0M
Q2 24
$32.1M
$317.0M
Q1 24
$29.0M
$338.0M
Gross Margin
BCPC
BCPC
CNA
CNA
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 24
34.0%
Operating Margin
BCPC
BCPC
CNA
CNA
Q4 25
19.8%
97.2%
Q3 25
20.4%
Q2 25
20.1%
95.5%
Q1 25
20.4%
87.9%
Q4 24
19.8%
5.3%
Q3 24
20.0%
90.0%
Q2 24
19.6%
99.5%
Q1 24
17.4%
Net Margin
BCPC
BCPC
CNA
CNA
Q4 25
14.9%
77.6%
Q3 25
15.1%
102.5%
Q2 25
15.0%
75.1%
Q1 25
14.8%
69.0%
Q4 24
14.0%
5.3%
Q3 24
14.1%
70.6%
Q2 24
13.7%
78.5%
Q1 24
12.1%
83.0%
EPS (diluted)
BCPC
BCPC
CNA
CNA
Q4 25
$1.21
$1.11
Q3 25
$1.24
$1.48
Q2 25
$1.17
$1.10
Q1 25
$1.13
$1.00
Q4 24
$1.03
$0.07
Q3 24
$1.03
$1.04
Q2 24
$0.98
$1.17
Q1 24
$0.89
$1.24

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
BCPC
BCPC
CNA
CNA
Cash + ST InvestmentsLiquidity on hand
$74.6M
Total DebtLower is stronger
$3.0B
Stockholders' EquityBook value
$1.3B
$11.6B
Total Assets
$1.7B
$69.4B
Debt / EquityLower = less leverage
0.26×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
BCPC
BCPC
CNA
CNA
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 24
$60.3M
Total Debt
BCPC
BCPC
CNA
CNA
Q4 25
$3.0B
Q3 25
Q2 25
Q1 25
Q4 24
$3.0B
Q3 24
Q2 24
Q1 24
Stockholders' Equity
BCPC
BCPC
CNA
CNA
Q4 25
$1.3B
$11.6B
Q3 25
$1.3B
$11.3B
Q2 25
$1.3B
$10.7B
Q1 25
$1.2B
$10.3B
Q4 24
$1.1B
$10.5B
Q3 24
$1.2B
$10.8B
Q2 24
$1.1B
$9.9B
Q1 24
$1.1B
$9.7B
Total Assets
BCPC
BCPC
CNA
CNA
Q4 25
$1.7B
$69.4B
Q3 25
$1.7B
$69.8B
Q2 25
$1.7B
$68.9B
Q1 25
$1.6B
$67.3B
Q4 24
$1.6B
$66.5B
Q3 24
$1.6B
$67.4B
Q2 24
$1.6B
$65.2B
Q1 24
$1.6B
$65.1B
Debt / Equity
BCPC
BCPC
CNA
CNA
Q4 25
0.26×
Q3 25
Q2 25
Q1 25
Q4 24
0.28×
Q3 24
Q2 24
Q1 24

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
BCPC
BCPC
CNA
CNA
Operating Cash FlowLast quarter
$67.3M
$570.0M
Free Cash FlowOCF − Capex
$542.0M
FCF MarginFCF / Revenue
139.3%
Capex IntensityCapex / Revenue
7.2%
Cash ConversionOCF / Net Profit
1.72×
1.89×
TTM Free Cash FlowTrailing 4 quarters
$2.4B

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
BCPC
BCPC
CNA
CNA
Q4 25
$67.3M
$570.0M
Q3 25
$65.6M
$720.0M
Q2 25
$47.3M
$562.0M
Q1 25
$36.5M
$638.0M
Q4 24
$52.3M
$703.0M
Q3 24
$51.3M
$748.0M
Q2 24
$45.0M
$616.0M
Q1 24
$33.4M
$504.0M
Free Cash Flow
BCPC
BCPC
CNA
CNA
Q4 25
$542.0M
Q3 25
$704.0M
Q2 25
$538.0M
Q1 25
$620.0M
Q4 24
$665.0M
Q3 24
$730.0M
Q2 24
$597.0M
Q1 24
$484.0M
FCF Margin
BCPC
BCPC
CNA
CNA
Q4 25
139.3%
Q3 25
179.1%
Q2 25
135.2%
Q1 25
156.2%
Q4 24
167.5%
Q3 24
182.0%
Q2 24
147.8%
Q1 24
118.9%
Capex Intensity
BCPC
BCPC
CNA
CNA
Q4 25
7.2%
Q3 25
4.1%
Q2 25
6.0%
Q1 25
4.5%
Q4 24
9.6%
Q3 24
4.5%
Q2 24
4.7%
Q1 24
4.9%
Cash Conversion
BCPC
BCPC
CNA
CNA
Q4 25
1.72×
1.89×
Q3 25
1.63×
1.79×
Q2 25
1.23×
1.88×
Q1 25
0.98×
2.33×
Q4 24
1.56×
33.48×
Q3 24
1.52×
2.64×
Q2 24
1.40×
1.94×
Q1 24
1.15×
1.49×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

Revenue Breakdown by Segment

BCPC
BCPC

Human Nutrition And Health$166.1M63%
Animal Nutrition And Health$61.2M23%
Specialty Products$34.8M13%

CNA
CNA

Segment breakdown not available.

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