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Side-by-side financial comparison of BALCHEM CORP (BCPC) and NNN REIT, INC. (NNN). Click either name above to swap in a different company.
BALCHEM CORP is the larger business by last-quarter revenue ($263.6M vs $238.4M, roughly 1.1× NNN REIT, INC.). NNN REIT, INC. runs the higher net margin — 40.2% vs 14.9%, a 25.4% gap on every dollar of revenue. On growth, BALCHEM CORP posted the faster year-over-year revenue change (9.8% vs 9.1%). Over the past eight quarters, NNN REIT, INC.'s revenue compounded faster (5.2% 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.
NNN Reit, Inc. is a real estate investment trust that invests primarily in restaurant properties that are subject to long-term triple net leases, usually under leaseback arrangements. It is organized in Maryland with its principal office in Orlando, Florida.
BCPC vs NNN — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $263.6M | $238.4M |
| Net Profit | $39.2M | $96.0M |
| Gross Margin | 35.6% | — |
| Operating Margin | 19.8% | 62.3% |
| Net Margin | 14.9% | 40.2% |
| Revenue YoY | 9.8% | 9.1% |
| Net Profit YoY | 16.8% | -2.0% |
| EPS (diluted) | $1.21 | $0.51 |
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.
| Q4 25 | $263.6M | $238.4M | ||
| Q3 25 | $267.6M | $230.2M | ||
| Q2 25 | $255.5M | $226.8M | ||
| Q1 25 | $250.5M | $230.9M | ||
| Q4 24 | $240.0M | $218.5M | ||
| Q3 24 | $239.9M | $218.6M | ||
| Q2 24 | $234.1M | $216.8M | ||
| Q1 24 | $239.7M | $215.4M |
| Q4 25 | $39.2M | $96.0M | ||
| Q3 25 | $40.3M | $96.8M | ||
| Q2 25 | $38.3M | $100.5M | ||
| Q1 25 | $37.1M | $96.5M | ||
| Q4 24 | $33.6M | $97.9M | ||
| Q3 24 | $33.8M | $97.9M | ||
| Q2 24 | $32.1M | $106.7M | ||
| Q1 24 | $29.0M | $94.4M |
| 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 24 | 34.0% | — |
| Q4 25 | 19.8% | 62.3% | ||
| Q3 25 | 20.4% | 64.0% | ||
| Q2 25 | 20.1% | 66.0% | ||
| Q1 25 | 20.4% | 62.3% | ||
| Q4 24 | 19.8% | 65.8% | ||
| Q3 24 | 20.0% | 65.7% | ||
| Q2 24 | 19.6% | 70.2% | ||
| Q1 24 | 17.4% | 64.2% |
| Q4 25 | 14.9% | 40.2% | ||
| Q3 25 | 15.1% | 42.1% | ||
| Q2 25 | 15.0% | 44.3% | ||
| Q1 25 | 14.8% | 41.8% | ||
| Q4 24 | 14.0% | 44.8% | ||
| Q3 24 | 14.1% | 44.8% | ||
| Q2 24 | 13.7% | 49.2% | ||
| Q1 24 | 12.1% | 43.8% |
| Q4 25 | $1.21 | $0.51 | ||
| Q3 25 | $1.24 | $0.51 | ||
| Q2 25 | $1.17 | $0.54 | ||
| Q1 25 | $1.13 | $0.51 | ||
| Q4 24 | $1.03 | $0.52 | ||
| Q3 24 | $1.03 | $0.53 | ||
| Q2 24 | $0.98 | $0.58 | ||
| Q1 24 | $0.89 | $0.52 |
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 | $5.0M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.3B | $4.4B |
| Total Assets | $1.7B | $9.4B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $74.6M | $5.0M | ||
| Q3 25 | $65.1M | $157.9M | ||
| Q2 25 | $65.4M | $6.0M | ||
| Q1 25 | $49.9M | $5.1M | ||
| Q4 24 | $49.5M | $8.7M | ||
| Q3 24 | $73.7M | $173.5M | ||
| Q2 24 | $63.7M | $2.1M | ||
| Q1 24 | $60.3M | $1.1M |
| Q4 25 | $1.3B | $4.4B | ||
| Q3 25 | $1.3B | $4.4B | ||
| Q2 25 | $1.3B | $4.4B | ||
| Q1 25 | $1.2B | $4.4B | ||
| Q4 24 | $1.1B | $4.4B | ||
| Q3 24 | $1.2B | $4.4B | ||
| Q2 24 | $1.1B | $4.2B | ||
| Q1 24 | $1.1B | $4.2B |
| Q4 25 | $1.7B | $9.4B | ||
| Q3 25 | $1.7B | $9.5B | ||
| Q2 25 | $1.7B | $9.1B | ||
| Q1 25 | $1.6B | $9.0B | ||
| Q4 24 | $1.6B | $8.9B | ||
| Q3 24 | $1.6B | $8.9B | ||
| Q2 24 | $1.6B | $8.7B | ||
| Q1 24 | $1.6B | $8.7B |
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 | $67.3M | $667.1M |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | 1.72× | 6.95× |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $67.3M | $667.1M | ||
| Q3 25 | $65.6M | $218.3M | ||
| Q2 25 | $47.3M | $119.4M | ||
| Q1 25 | $36.5M | $203.3M | ||
| Q4 24 | $52.3M | $635.5M | ||
| Q3 24 | $51.3M | $206.6M | ||
| Q2 24 | $45.0M | $120.5M | ||
| Q1 24 | $33.4M | $190.7M |
| Q4 25 | 1.72× | 6.95× | ||
| Q3 25 | 1.63× | 2.25× | ||
| Q2 25 | 1.23× | 1.19× | ||
| Q1 25 | 0.98× | 2.11× | ||
| Q4 24 | 1.56× | 6.49× | ||
| Q3 24 | 1.52× | 2.11× | ||
| Q2 24 | 1.40× | 1.13× | ||
| Q1 24 | 1.15× | 2.02× |
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% |
NNN
Segment breakdown not available.
