vs
Side-by-side financial comparison of BALCHEM CORP (BCPC) and ESSENTIAL PROPERTIES REALTY TRUST, INC. (EPRT). Click either name above to swap in a different company.
BALCHEM CORP is the larger business by last-quarter revenue ($263.6M vs $158.8M, roughly 1.7× ESSENTIAL PROPERTIES REALTY TRUST, INC.). ESSENTIAL PROPERTIES REALTY TRUST, INC. runs the higher net margin — 37.8% vs 14.9%, a 22.9% gap on every dollar of revenue. On growth, ESSENTIAL PROPERTIES REALTY TRUST, INC. posted the faster year-over-year revenue change (22.8% vs 9.8%). Over the past eight quarters, ESSENTIAL PROPERTIES REALTY TRUST, INC.'s revenue compounded faster (20.6% 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.
Essential Properties Realty Trust is a publicly traded real estate investment trust (REIT) that acquires, owns and manages a diversified portfolio of single-tenant net-leased commercial properties across the United States. Its assets primarily cover essential service-oriented sectors including casual dining, automotive services, medical clinics, early childhood education centers and light industrial facilities, with tenants mostly holding robust long-term operating track records.
BCPC vs EPRT — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $263.6M | $158.8M |
| Net Profit | $39.2M | $60.0M |
| Gross Margin | 35.6% | — |
| Operating Margin | 19.8% | 56.5% |
| Net Margin | 14.9% | 37.8% |
| Revenue YoY | 9.8% | 22.8% |
| Net Profit YoY | 16.8% | 6.5% |
| EPS (diluted) | $1.21 | $0.28 |
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 | — | $158.8M | ||
| Q4 25 | $263.6M | $149.9M | ||
| Q3 25 | $267.6M | $144.9M | ||
| Q2 25 | $255.5M | $137.1M | ||
| Q1 25 | $250.5M | $129.4M | ||
| Q4 24 | $240.0M | $119.7M | ||
| Q3 24 | $239.9M | $117.1M | ||
| Q2 24 | $234.1M | $109.3M |
| Q1 26 | — | $60.0M | ||
| Q4 25 | $39.2M | $68.1M | ||
| Q3 25 | $40.3M | $65.6M | ||
| Q2 25 | $38.3M | $63.2M | ||
| Q1 25 | $37.1M | $56.1M | ||
| Q4 24 | $33.6M | $55.4M | ||
| Q3 24 | $33.8M | $49.1M | ||
| Q2 24 | $32.1M | $51.5M |
| 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 | — | 56.5% | ||
| Q4 25 | 19.8% | 65.9% | ||
| Q3 25 | 20.4% | 64.7% | ||
| Q2 25 | 20.1% | 64.1% | ||
| Q1 25 | 20.4% | 61.6% | ||
| Q4 24 | 19.8% | 66.1% | ||
| Q3 24 | 20.0% | 59.7% | ||
| Q2 24 | 19.6% | 61.1% |
| Q1 26 | — | 37.8% | ||
| Q4 25 | 14.9% | 45.4% | ||
| Q3 25 | 15.1% | 45.3% | ||
| Q2 25 | 15.0% | 46.1% | ||
| Q1 25 | 14.8% | 43.4% | ||
| Q4 24 | 14.0% | 46.3% | ||
| Q3 24 | 14.1% | 42.0% | ||
| Q2 24 | 13.7% | 47.1% |
| Q1 26 | — | $0.28 | ||
| Q4 25 | $1.21 | $0.34 | ||
| Q3 25 | $1.24 | $0.33 | ||
| Q2 25 | $1.17 | $0.32 | ||
| Q1 25 | $1.13 | $0.29 | ||
| Q4 24 | $1.03 | $0.31 | ||
| Q3 24 | $1.03 | $0.27 | ||
| Q2 24 | $0.98 | $0.29 |
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 | $15.2M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.3B | $4.4B |
| Total Assets | $1.7B | $7.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $15.2M | ||
| Q4 25 | $74.6M | $60.2M | ||
| Q3 25 | $65.1M | $23.8M | ||
| Q2 25 | $65.4M | $20.8M | ||
| Q1 25 | $49.9M | $47.0M | ||
| Q4 24 | $49.5M | $40.7M | ||
| Q3 24 | $73.7M | $32.7M | ||
| Q2 24 | $63.7M | $23.6M |
| Q1 26 | — | — | ||
| Q4 25 | — | $2.5B | ||
| Q3 25 | — | $2.6B | ||
| Q2 25 | — | $2.3B | ||
| Q1 25 | — | $2.1B | ||
| Q4 24 | — | $2.1B | ||
| Q3 24 | — | $2.2B | ||
| Q2 24 | — | $1.9B |
| Q1 26 | — | $4.4B | ||
| Q4 25 | $1.3B | $4.2B | ||
| Q3 25 | $1.3B | $3.8B | ||
| Q2 25 | $1.3B | $3.8B | ||
| Q1 25 | $1.2B | $3.8B | ||
| Q4 24 | $1.1B | $3.6B | ||
| Q3 24 | $1.2B | $3.2B | ||
| Q2 24 | $1.1B | $3.2B |
| Q1 26 | — | $7.2B | ||
| Q4 25 | $1.7B | $6.9B | ||
| Q3 25 | $1.7B | $6.6B | ||
| Q2 25 | $1.7B | $6.3B | ||
| Q1 25 | $1.6B | $6.1B | ||
| Q4 24 | $1.6B | $5.8B | ||
| Q3 24 | $1.6B | $5.5B | ||
| Q2 24 | $1.6B | $5.3B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.60× | ||
| Q3 25 | — | 0.69× | ||
| Q2 25 | — | 0.61× | ||
| Q1 25 | — | 0.56× | ||
| Q4 24 | — | 0.60× | ||
| Q3 24 | — | 0.69× | ||
| Q2 24 | — | 0.59× |
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 | $381.1M | ||
| Q3 25 | $65.6M | $99.0M | ||
| Q2 25 | $47.3M | $99.8M | ||
| Q1 25 | $36.5M | $77.2M | ||
| Q4 24 | $52.3M | $308.5M | ||
| Q3 24 | $51.3M | $73.5M | ||
| Q2 24 | $45.0M | $81.1M |
| Q1 26 | — | — | ||
| Q4 25 | 1.72× | 5.60× | ||
| Q3 25 | 1.63× | 1.51× | ||
| Q2 25 | 1.23× | 1.58× | ||
| Q1 25 | 0.98× | 1.38× | ||
| Q4 24 | 1.56× | 5.57× | ||
| Q3 24 | 1.52× | 1.50× | ||
| Q2 24 | 1.40× | 1.57× |
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% |
EPRT
| Rental revenue 1,2 | $149.4M | 94% |
| Other | $8.6M | 5% |
| Other revenue | $779.0K | 0% |
