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Side-by-side financial comparison of BALCHEM CORP (BCPC) and Essent Group Ltd. (ESNT). Click either name above to swap in a different company.
Essent Group Ltd. is the larger business by last-quarter revenue ($312.4M vs $270.7M, roughly 1.2× BALCHEM CORP). Essent Group Ltd. runs the higher net margin — 49.6% vs 14.9%, a 34.7% gap on every dollar of revenue. On growth, BALCHEM CORP posted the faster year-over-year revenue change (8.1% vs -0.8%). Essent Group Ltd. produced more free cash flow last quarter ($848.7M vs $33.8M). Over the past eight quarters, BALCHEM CORP's revenue compounded faster (7.5% CAGR vs 2.3%).
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.
Essentra PLC is a supplier of plastic and fibre products. The company operates internationally from headquarters in Kidlington, Oxfordshire. It is listed on the London Stock Exchange.
BCPC vs ESNT — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $270.7M | $312.4M |
| Net Profit | $40.3M | $155.0M |
| Gross Margin | — | — |
| Operating Margin | 20.5% | 59.1% |
| Net Margin | 14.9% | 49.6% |
| Revenue YoY | 8.1% | -0.8% |
| Net Profit YoY | 8.7% | -7.7% |
| EPS (diluted) | $1.25 | $1.61 |
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 | $312.4M | ||
| Q3 25 | $267.6M | $311.8M | ||
| Q2 25 | $255.5M | $319.1M | ||
| Q1 25 | $250.5M | $317.6M | ||
| Q4 24 | $240.0M | $315.0M | ||
| Q3 24 | $239.9M | $316.6M | ||
| Q2 24 | $234.1M | $312.9M |
| Q1 26 | $40.3M | — | ||
| Q4 25 | $39.2M | $155.0M | ||
| Q3 25 | $40.3M | $164.2M | ||
| Q2 25 | $38.3M | $195.3M | ||
| Q1 25 | $37.1M | $175.4M | ||
| Q4 24 | $33.6M | $167.9M | ||
| Q3 24 | $33.8M | $176.2M | ||
| Q2 24 | $32.1M | $203.6M |
| 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 | 20.5% | — | ||
| Q4 25 | 19.8% | 59.1% | ||
| Q3 25 | 20.4% | 63.9% | ||
| Q2 25 | 20.1% | 72.4% | ||
| Q1 25 | 20.4% | 65.2% | ||
| Q4 24 | 19.8% | 61.9% | ||
| Q3 24 | 20.0% | 65.6% | ||
| Q2 24 | 19.6% | 76.4% |
| Q1 26 | 14.9% | — | ||
| Q4 25 | 14.9% | 49.6% | ||
| Q3 25 | 15.1% | 52.7% | ||
| Q2 25 | 15.0% | 61.2% | ||
| Q1 25 | 14.8% | 55.2% | ||
| Q4 24 | 14.0% | 53.3% | ||
| Q3 24 | 14.1% | 55.6% | ||
| Q2 24 | 13.7% | 65.1% |
| Q1 26 | $1.25 | — | ||
| Q4 25 | $1.21 | $1.61 | ||
| Q3 25 | $1.24 | $1.67 | ||
| Q2 25 | $1.17 | $1.93 | ||
| Q1 25 | $1.13 | $1.69 | ||
| Q4 24 | $1.03 | $1.59 | ||
| Q3 24 | $1.03 | $1.65 | ||
| Q2 24 | $0.98 | $1.91 |
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 | — |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.3B | $5.8B |
| Total Assets | $1.7B | $7.4B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $72.9M | — | ||
| 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 | $1.3B | — | ||
| Q4 25 | $1.3B | $5.8B | ||
| Q3 25 | $1.3B | $5.7B | ||
| Q2 25 | $1.3B | $5.7B | ||
| Q1 25 | $1.2B | $5.7B | ||
| Q4 24 | $1.1B | $5.6B | ||
| Q3 24 | $1.2B | $5.6B | ||
| Q2 24 | $1.1B | $5.4B |
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.7B | $7.4B | ||
| Q3 25 | $1.7B | $7.4B | ||
| Q2 25 | $1.7B | $7.2B | ||
| Q1 25 | $1.6B | $7.2B | ||
| Q4 24 | $1.6B | $7.1B | ||
| Q3 24 | $1.6B | $7.1B | ||
| Q2 24 | $1.6B | $6.7B |
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 | $856.1M |
| Free Cash FlowOCF − Capex | $33.8M | $848.7M |
| FCF MarginFCF / Revenue | 12.5% | 271.7% |
| Capex IntensityCapex / Revenue | 2.3% | 2.4% |
| Cash ConversionOCF / Net Profit | 0.99× | 5.52× |
| TTM Free Cash FlowTrailing 4 quarters | — | $1.5B |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $40.1M | — | ||
| Q4 25 | $67.3M | $856.1M | ||
| Q3 25 | $65.6M | $215.9M | ||
| Q2 25 | $47.3M | $189.5M | ||
| Q1 25 | $36.5M | $221.6M | ||
| Q4 24 | $52.3M | $861.5M | ||
| Q3 24 | $51.3M | $229.2M | ||
| Q2 24 | $45.0M | $188.7M |
| Q1 26 | $33.8M | — | ||
| Q4 25 | — | $848.7M | ||
| Q3 25 | — | $210.6M | ||
| Q2 25 | — | $188.8M | ||
| Q1 25 | — | $221.3M | ||
| Q4 24 | — | $854.8M | ||
| Q3 24 | — | $228.7M | ||
| Q2 24 | — | $187.6M |
| Q1 26 | 12.5% | — | ||
| Q4 25 | — | 271.7% | ||
| Q3 25 | — | 67.5% | ||
| Q2 25 | — | 59.2% | ||
| Q1 25 | — | 69.7% | ||
| Q4 24 | — | 271.3% | ||
| Q3 24 | — | 72.2% | ||
| Q2 24 | — | 60.0% |
| Q1 26 | 2.3% | — | ||
| Q4 25 | — | 2.4% | ||
| Q3 25 | — | 1.7% | ||
| Q2 25 | — | 0.2% | ||
| Q1 25 | — | 0.1% | ||
| Q4 24 | — | 2.1% | ||
| Q3 24 | — | 0.2% | ||
| Q2 24 | — | 0.3% |
| Q1 26 | 0.99× | — | ||
| Q4 25 | 1.72× | 5.52× | ||
| Q3 25 | 1.63× | 1.31× | ||
| Q2 25 | 1.23× | 0.97× | ||
| Q1 25 | 0.98× | 1.26× | ||
| Q4 24 | 1.56× | 5.13× | ||
| Q3 24 | 1.52× | 1.30× | ||
| Q2 24 | 1.40× | 0.93× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
BCPC
Segment breakdown not available.
ESNT
| Mortgage Insurance Segment | $192.4M | 62% |
| Other | $120.0M | 38% |
