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

Genius Sports Ltd is the larger business by last-quarter revenue ($510.9M vs $263.6M, roughly 1.9× BALCHEM CORP). BALCHEM CORP runs the higher net margin — 14.9% vs -12.3%, a 27.2% gap on every dollar of revenue. Over the past eight quarters, Genius Sports Ltd's revenue compounded faster (129.2% 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.

Genius Sports is a sports data and technology company that provides data management, video streaming and integrity services to sports leagues, bookmakers and media companies.

BCPC vs GENI — Head-to-Head

Bigger by revenue
GENI
GENI
1.9× larger
GENI
$510.9M
$263.6M
BCPC
Higher net margin
BCPC
BCPC
27.2% more per $
BCPC
14.9%
-12.3%
GENI
Faster 2-yr revenue CAGR
GENI
GENI
Annualised
GENI
129.2%
4.9%
BCPC

Income Statement — Q4 FY2025 vs Q4 FY2025

Metric
BCPC
BCPC
GENI
GENI
Revenue
$263.6M
$510.9M
Net Profit
$39.2M
$-63.0M
Gross Margin
35.6%
25.2%
Operating Margin
19.8%
-11.5%
Net Margin
14.9%
-12.3%
Revenue YoY
9.8%
Net Profit YoY
16.8%
EPS (diluted)
$1.21

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
GENI
GENI
Q4 25
$263.6M
$510.9M
Q3 25
$267.6M
$335.4M
Q2 25
$255.5M
$215.2M
Q1 25
$250.5M
$119.7M
Q4 24
$240.0M
$413.0M
Q3 24
$239.9M
$285.8M
Q2 24
$234.1M
$184.1M
Q1 24
$239.7M
$97.2M
Net Profit
BCPC
BCPC
GENI
GENI
Q4 25
$39.2M
$-63.0M
Q3 25
$40.3M
Q2 25
$38.3M
$-47.3M
Q1 25
$37.1M
$-25.5M
Q4 24
$33.6M
$-85.5M
Q3 24
$33.8M
$-47.1M
Q2 24
$32.1M
$-35.5M
Q1 24
$29.0M
$-25.2M
Gross Margin
BCPC
BCPC
GENI
GENI
Q4 25
35.6%
25.2%
Q3 25
35.7%
24.2%
Q2 25
36.4%
19.1%
Q1 25
35.2%
10.7%
Q4 24
36.0%
16.7%
Q3 24
35.6%
20.5%
Q2 24
35.5%
18.6%
Q1 24
34.0%
9.8%
Operating Margin
BCPC
BCPC
GENI
GENI
Q4 25
19.8%
-11.5%
Q3 25
20.4%
-15.3%
Q2 25
20.1%
-21.0%
Q1 25
20.4%
-20.3%
Q4 24
19.8%
-18.0%
Q3 24
20.0%
-13.9%
Q2 24
19.6%
-16.8%
Q1 24
17.4%
-23.7%
Net Margin
BCPC
BCPC
GENI
GENI
Q4 25
14.9%
-12.3%
Q3 25
15.1%
Q2 25
15.0%
-22.0%
Q1 25
14.8%
-21.3%
Q4 24
14.0%
-20.7%
Q3 24
14.1%
-16.5%
Q2 24
13.7%
-19.3%
Q1 24
12.1%
-25.9%
EPS (diluted)
BCPC
BCPC
GENI
GENI
Q4 25
$1.21
Q3 25
$1.24
Q2 25
$1.17
Q1 25
$1.13
Q4 24
$1.03
Q3 24
$1.03
Q2 24
$0.98
Q1 24
$0.89

Balance Sheet & Financial Strength

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

Metric
BCPC
BCPC
GENI
GENI
Cash + ST InvestmentsLiquidity on hand
$74.6M
$280.6M
Total DebtLower is stronger
Stockholders' EquityBook value
$1.3B
$724.5M
Total Assets
$1.7B
$1.1B
Debt / EquityLower = less leverage

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
BCPC
BCPC
GENI
GENI
Q4 25
$74.6M
$280.6M
Q3 25
$65.1M
$110.2M
Q2 25
$65.4M
$110.2M
Q1 25
$49.9M
$110.2M
Q4 24
$49.5M
$100.3M
Q3 24
$73.7M
$100.3M
Q2 24
$63.7M
$100.3M
Q1 24
$60.3M
$100.3M
Stockholders' Equity
BCPC
BCPC
GENI
GENI
Q4 25
$1.3B
$724.5M
Q3 25
$1.3B
$572.4M
Q2 25
$1.3B
$572.4M
Q1 25
$1.2B
$572.4M
Q4 24
$1.1B
$573.0M
Q3 24
$1.2B
$573.0M
Q2 24
$1.1B
$573.0M
Q1 24
$1.1B
$573.0M
Total Assets
BCPC
BCPC
GENI
GENI
Q4 25
$1.7B
$1.1B
Q3 25
$1.7B
$792.3M
Q2 25
$1.7B
$792.3M
Q1 25
$1.6B
$792.3M
Q4 24
$1.6B
$775.7M
Q3 24
$1.6B
$775.7M
Q2 24
$1.6B
$775.7M
Q1 24
$1.6B
$775.7M

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
GENI
GENI
Operating Cash FlowLast quarter
$67.3M
$81.9M
Free Cash FlowOCF − Capex
$69.6M
FCF MarginFCF / Revenue
13.6%
Capex IntensityCapex / Revenue
2.4%
Cash ConversionOCF / Net Profit
1.72×
TTM Free Cash FlowTrailing 4 quarters
$33.5M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
BCPC
BCPC
GENI
GENI
Q4 25
$67.3M
$81.9M
Q3 25
$65.6M
$-4.8M
Q2 25
$47.3M
$-1.2M
Q1 25
$36.5M
$-14.6M
Q4 24
$52.3M
$14.9M
Q3 24
$51.3M
$-9.2M
Q2 24
$45.0M
Q1 24
$33.4M
Free Cash Flow
BCPC
BCPC
GENI
GENI
Q4 25
$69.6M
Q3 25
$-14.2M
Q2 25
$-5.8M
Q1 25
$-16.0M
Q4 24
$11.3M
Q3 24
$-11.6M
Q2 24
Q1 24
FCF Margin
BCPC
BCPC
GENI
GENI
Q4 25
13.6%
Q3 25
-4.2%
Q2 25
-2.7%
Q1 25
-13.4%
Q4 24
2.7%
Q3 24
-4.1%
Q2 24
Q1 24
Capex Intensity
BCPC
BCPC
GENI
GENI
Q4 25
2.4%
Q3 25
2.8%
Q2 25
2.1%
Q1 25
1.2%
Q4 24
0.9%
Q3 24
0.9%
Q2 24
Q1 24
Cash Conversion
BCPC
BCPC
GENI
GENI
Q4 25
1.72×
Q3 25
1.63×
Q2 25
1.23×
Q1 25
0.98×
Q4 24
1.56×
Q3 24
1.52×
Q2 24
1.40×
Q1 24
1.15×

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%

GENI
GENI

Segment breakdown not available.

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