vs
Side-by-side financial comparison of BALCHEM CORP (BCPC) and Guardian Pharmacy Services, Inc. (GRDN). Click either name above to swap in a different company.
Guardian Pharmacy Services, Inc. is the larger business by last-quarter revenue ($397.6M vs $270.7M, roughly 1.5× BALCHEM CORP). BALCHEM CORP runs the higher net margin — 14.9% vs 5.3%, a 9.6% gap on every dollar of revenue.
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.
CVS Pharmacy Inc. is an American retail corporation. A subsidiary of CVS Health, it is headquartered in Woonsocket, Rhode Island. Originally named the Consumer Value Stores, it was founded in Lowell, Massachusetts, in 1963.
BCPC vs GRDN — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $270.7M | $397.6M |
| Net Profit | $40.3M | $20.9M |
| Gross Margin | — | 21.5% |
| Operating Margin | 20.5% | 7.7% |
| Net Margin | 14.9% | 5.3% |
| Revenue YoY | 8.1% | — |
| Net Profit YoY | 8.7% | — |
| EPS (diluted) | $1.25 | — |
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 | $397.6M | ||
| Q3 25 | $267.6M | $377.4M | ||
| Q2 25 | $255.5M | $344.3M | ||
| Q1 25 | $250.5M | $329.3M | ||
| Q4 24 | $240.0M | — | ||
| Q3 24 | $239.9M | $314.4M | ||
| Q2 24 | $234.1M | — |
| Q1 26 | $40.3M | — | ||
| Q4 25 | $39.2M | $20.9M | ||
| Q3 25 | $40.3M | $9.8M | ||
| Q2 25 | $38.3M | $9.0M | ||
| Q1 25 | $37.1M | $9.4M | ||
| Q4 24 | $33.6M | — | ||
| Q3 24 | $33.8M | $-122.0M | ||
| Q2 24 | $32.1M | — |
| Q1 26 | — | — | ||
| Q4 25 | 35.6% | 21.5% | ||
| Q3 25 | 35.7% | 19.8% | ||
| Q2 25 | 36.4% | 19.8% | ||
| Q1 25 | 35.2% | 19.5% | ||
| Q4 24 | 36.0% | — | ||
| Q3 24 | 35.6% | 19.4% | ||
| Q2 24 | 35.5% | — |
| Q1 26 | 20.5% | — | ||
| Q4 25 | 19.8% | 7.7% | ||
| Q3 25 | 20.4% | 4.3% | ||
| Q2 25 | 20.1% | 3.7% | ||
| Q1 25 | 20.4% | 3.9% | ||
| Q4 24 | 19.8% | — | ||
| Q3 24 | 20.0% | -33.3% | ||
| Q2 24 | 19.6% | — |
| Q1 26 | 14.9% | — | ||
| Q4 25 | 14.9% | 5.3% | ||
| Q3 25 | 15.1% | 2.6% | ||
| Q2 25 | 15.0% | 2.6% | ||
| Q1 25 | 14.8% | 2.9% | ||
| Q4 24 | 14.0% | — | ||
| Q3 24 | 14.1% | -38.8% | ||
| Q2 24 | 13.7% | — |
| Q1 26 | $1.25 | — | ||
| 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 | — |
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 | $65.6M |
| Total DebtLower is stronger | — | $0 |
| Stockholders' EquityBook value | $1.3B | $217.9M |
| Total Assets | $1.7B | $412.7M |
| Debt / EquityLower = less leverage | — | 0.00× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $72.9M | — | ||
| Q4 25 | $74.6M | $65.6M | ||
| Q3 25 | $65.1M | $36.5M | ||
| Q2 25 | $65.4M | $18.8M | ||
| Q1 25 | $49.9M | $14.0M | ||
| Q4 24 | $49.5M | — | ||
| Q3 24 | $73.7M | $37.2M | ||
| Q2 24 | $63.7M | — |
| Q1 26 | — | — | ||
| Q4 25 | — | $0 | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $34.3M | ||
| Q2 24 | — | — |
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.3B | $217.9M | ||
| Q3 25 | $1.3B | $195.5M | ||
| Q2 25 | $1.3B | $179.7M | ||
| Q1 25 | $1.2B | $163.2M | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | $1.2B | $133.9M | ||
| Q2 24 | $1.1B | — |
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.7B | $412.7M | ||
| Q3 25 | $1.7B | $390.0M | ||
| Q2 25 | $1.7B | $356.3M | ||
| Q1 25 | $1.6B | $334.0M | ||
| Q4 24 | $1.6B | — | ||
| Q3 24 | $1.6B | $348.0M | ||
| Q2 24 | $1.6B | — |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.00× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.26× | ||
| Q2 24 | — | — |
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 | $34.6M |
| Free Cash FlowOCF − Capex | $33.8M | — |
| FCF MarginFCF / Revenue | 12.5% | — |
| Capex IntensityCapex / Revenue | 2.3% | — |
| Cash ConversionOCF / Net Profit | 0.99× | 1.65× |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $40.1M | — | ||
| Q4 25 | $67.3M | $34.6M | ||
| Q3 25 | $65.6M | $28.2M | ||
| Q2 25 | $47.3M | $19.9M | ||
| Q1 25 | $36.5M | $17.6M | ||
| Q4 24 | $52.3M | — | ||
| Q3 24 | $51.3M | — | ||
| Q2 24 | $45.0M | — |
| Q1 26 | $33.8M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $24.2M | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | 12.5% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 6.4% | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | 2.3% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 1.1% | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | 0.99× | — | ||
| Q4 25 | 1.72× | 1.65× | ||
| Q3 25 | 1.63× | 2.87× | ||
| Q2 25 | 1.23× | 2.21× | ||
| Q1 25 | 0.98× | 1.86× | ||
| Q4 24 | 1.56× | — | ||
| Q3 24 | 1.52× | — | ||
| Q2 24 | 1.40× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
