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Side-by-side financial comparison of BALCHEM CORP (BCPC) and Driven Brands Holdings Inc. (DRVN). Click either name above to swap in a different company.
Driven Brands Holdings Inc. is the larger business by last-quarter revenue ($535.7M vs $270.7M, roughly 2.0× BALCHEM CORP). BALCHEM CORP runs the higher net margin — 14.9% vs 11.4%, a 3.5% gap on every dollar of revenue. On growth, BALCHEM CORP posted the faster year-over-year revenue change (8.1% vs 6.6%). Driven Brands Holdings Inc. produced more free cash flow last quarter ($39.5M vs $33.8M). Over the past eight quarters, BALCHEM CORP's revenue compounded faster (7.5% CAGR vs -4.0%).
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.
Standard Brands was a packaged foods company, formed in 1929 by J. P. Morgan & Co. with the merger of:Fleischmann Company Royal Baking Powder Company E. W. Gillett Company of Canada (1929) - Toronto-based baking goods company founded by P. W. Gillett in 1852 Widlar Food Products Company Chase & Sanborn Coffee Company
BCPC vs DRVN — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $270.7M | $535.7M |
| Net Profit | $40.3M | $60.9M |
| Gross Margin | — | — |
| Operating Margin | 20.5% | 11.6% |
| Net Margin | 14.9% | 11.4% |
| Revenue YoY | 8.1% | 6.6% |
| Net Profit YoY | 8.7% | 507.2% |
| EPS (diluted) | $1.25 | $0.37 |
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 | $270.7M | — | ||
| Q4 25 | $263.6M | — | ||
| Q3 25 | $267.6M | $535.7M | ||
| Q2 25 | $255.5M | $551.0M | ||
| Q1 25 | $250.5M | $516.2M | ||
| Q4 24 | $240.0M | $836.5M | ||
| Q3 24 | $239.9M | $502.3M | ||
| Q2 24 | $234.1M | $518.8M |
| Q1 26 | $40.3M | — | ||
| Q4 25 | $39.2M | — | ||
| Q3 25 | $40.3M | $60.9M | ||
| Q2 25 | $38.3M | $47.6M | ||
| Q1 25 | $37.1M | $5.5M | ||
| Q4 24 | $33.6M | $-312.0M | ||
| Q3 24 | $33.8M | $-14.9M | ||
| Q2 24 | $32.1M | $30.2M |
| 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 | 20.5% | — | ||
| Q4 25 | 19.8% | — | ||
| Q3 25 | 20.4% | 11.6% | ||
| Q2 25 | 20.1% | 6.9% | ||
| Q1 25 | 20.4% | 11.9% | ||
| Q4 24 | 19.8% | -41.6% | ||
| Q3 24 | 20.0% | 9.9% | ||
| Q2 24 | 19.6% | 17.4% |
| Q1 26 | 14.9% | — | ||
| Q4 25 | 14.9% | — | ||
| Q3 25 | 15.1% | 11.4% | ||
| Q2 25 | 15.0% | 8.6% | ||
| Q1 25 | 14.8% | 1.1% | ||
| Q4 24 | 14.0% | -37.3% | ||
| Q3 24 | 14.1% | -3.0% | ||
| Q2 24 | 13.7% | 5.8% |
| Q1 26 | $1.25 | — | ||
| Q4 25 | $1.21 | — | ||
| Q3 25 | $1.24 | $0.37 | ||
| Q2 25 | $1.17 | $0.29 | ||
| Q1 25 | $1.13 | $0.04 | ||
| Q4 24 | $1.03 | $-1.93 | ||
| Q3 24 | $1.03 | $-0.09 | ||
| Q2 24 | $0.98 | $0.18 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $72.9M | $162.0M |
| Total DebtLower is stronger | — | $1.9B |
| Stockholders' EquityBook value | $1.3B | $793.5M |
| Total Assets | $1.7B | $4.2B |
| Debt / EquityLower = less leverage | — | 2.44× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $72.9M | — | ||
| Q4 25 | $74.6M | — | ||
| Q3 25 | $65.1M | $162.0M | ||
| Q2 25 | $65.4M | $166.1M | ||
| Q1 25 | $49.9M | $152.0M | ||
| Q4 24 | $49.5M | $149.6M | ||
| Q3 24 | $73.7M | $204.2M | ||
| Q2 24 | $63.7M | $148.8M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $1.9B | ||
| Q2 25 | — | $2.1B | ||
| Q1 25 | — | $2.6B | ||
| Q4 24 | — | $2.7B | ||
| Q3 24 | — | $2.7B | ||
| Q2 24 | — | $2.9B |
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.3B | — | ||
| Q3 25 | $1.3B | $793.5M | ||
| Q2 25 | $1.3B | $743.4M | ||
| Q1 25 | $1.2B | $643.2M | ||
| Q4 24 | $1.1B | $607.3M | ||
| Q3 24 | $1.2B | $962.8M | ||
| Q2 24 | $1.1B | $942.8M |
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.7B | — | ||
| Q3 25 | $1.7B | $4.2B | ||
| Q2 25 | $1.7B | $4.3B | ||
| Q1 25 | $1.6B | $5.3B | ||
| Q4 24 | $1.6B | $5.3B | ||
| Q3 24 | $1.6B | $5.8B | ||
| Q2 24 | $1.6B | $5.8B |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 2.44× | ||
| Q2 25 | — | 2.82× | ||
| Q1 25 | — | 4.07× | ||
| Q4 24 | — | 4.37× | ||
| Q3 24 | — | 2.84× | ||
| Q2 24 | — | 3.03× |
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 | $40.1M | $79.2M |
| Free Cash FlowOCF − Capex | $33.8M | $39.5M |
| FCF MarginFCF / Revenue | 12.5% | 7.4% |
| Capex IntensityCapex / Revenue | 2.3% | 7.4% |
| Cash ConversionOCF / Net Profit | 0.99× | 1.30× |
| TTM Free Cash FlowTrailing 4 quarters | — | $31.1M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $40.1M | — | ||
| Q4 25 | $67.3M | — | ||
| Q3 25 | $65.6M | $79.2M | ||
| Q2 25 | $47.3M | $80.4M | ||
| Q1 25 | $36.5M | $75.1M | ||
| Q4 24 | $52.3M | $32.9M | ||
| Q3 24 | $51.3M | $101.3M | ||
| Q2 24 | $45.0M | $46.9M |
| Q1 26 | $33.8M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $39.5M | ||
| Q2 25 | — | $9.0M | ||
| Q1 25 | — | $18.9M | ||
| Q4 24 | — | $-36.3M | ||
| Q3 24 | — | $37.9M | ||
| Q2 24 | — | $-19.5M |
| Q1 26 | 12.5% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 7.4% | ||
| Q2 25 | — | 1.6% | ||
| Q1 25 | — | 3.7% | ||
| Q4 24 | — | -4.3% | ||
| Q3 24 | — | 7.5% | ||
| Q2 24 | — | -3.8% |
| Q1 26 | 2.3% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 7.4% | ||
| Q2 25 | — | 13.0% | ||
| Q1 25 | — | 10.9% | ||
| Q4 24 | — | 8.3% | ||
| Q3 24 | — | 12.6% | ||
| Q2 24 | — | 12.8% |
| Q1 26 | 0.99× | — | ||
| Q4 25 | 1.72× | — | ||
| Q3 25 | 1.63× | 1.30× | ||
| Q2 25 | 1.23× | 1.69× | ||
| Q1 25 | 0.98× | 13.65× | ||
| Q4 24 | 1.56× | — | ||
| Q3 24 | 1.52× | — | ||
| Q2 24 | 1.40× | 1.56× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
BCPC
Segment breakdown not available.
DRVN
| Company Operated Store Sales | $331.3M | 62% |
| Supply And Other | $74.3M | 14% |
| Car Wash Segment | $54.0M | 10% |
| Independently Operated Store Sales | $51.4M | 10% |
| Advertising | $27.9M | 5% |
| Employee Services Leasing Agreement | $2.0M | 0% |
