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Side-by-side financial comparison of BALCHEM CORP (BCPC) and Paymentus Holdings, Inc. (PAY). Click either name above to swap in a different company.
Paymentus Holdings, Inc. is the larger business by last-quarter revenue ($330.5M vs $270.7M, roughly 1.2× BALCHEM CORP). BALCHEM CORP runs the higher net margin — 14.9% vs 6.3%, a 8.6% gap on every dollar of revenue. On growth, Paymentus Holdings, Inc. posted the faster year-over-year revenue change (28.1% vs 8.1%). Paymentus Holdings, Inc. produced more free cash flow last quarter ($45.0M vs $33.8M). Over the past eight quarters, Paymentus Holdings, Inc.'s revenue compounded faster (33.7% CAGR vs 7.5%).
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.
Paymentus Holdings, Inc. is a leading cloud-based bill payment and customer engagement technology provider. It offers integrated digital payment solutions, billing automation tools, and self-service portals for enterprises across utilities, financial services, government, healthcare, and telecommunications segments, primarily operating in the North American market.
BCPC vs PAY — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $270.7M | $330.5M |
| Net Profit | $40.3M | $20.7M |
| Gross Margin | — | 25.4% |
| Operating Margin | 20.5% | 7.3% |
| Net Margin | 14.9% | 6.3% |
| Revenue YoY | 8.1% | 28.1% |
| Net Profit YoY | 8.7% | 57.2% |
| EPS (diluted) | $1.25 | $0.16 |
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 | $330.5M | ||
| Q3 25 | $267.6M | $310.7M | ||
| Q2 25 | $255.5M | $280.1M | ||
| Q1 25 | $250.5M | $275.2M | ||
| Q4 24 | $240.0M | $257.9M | ||
| Q3 24 | $239.9M | $231.6M | ||
| Q2 24 | $234.1M | $197.4M |
| Q1 26 | $40.3M | — | ||
| Q4 25 | $39.2M | $20.7M | ||
| Q3 25 | $40.3M | $17.7M | ||
| Q2 25 | $38.3M | $14.7M | ||
| Q1 25 | $37.1M | $13.8M | ||
| Q4 24 | $33.6M | $13.1M | ||
| Q3 24 | $33.8M | $14.4M | ||
| Q2 24 | $32.1M | $9.4M |
| Q1 26 | — | — | ||
| Q4 25 | 35.6% | 25.4% | ||
| Q3 25 | 35.7% | 24.1% | ||
| Q2 25 | 36.4% | 25.5% | ||
| Q1 25 | 35.2% | 24.0% | ||
| Q4 24 | 36.0% | 25.6% | ||
| Q3 24 | 35.6% | 26.2% | ||
| Q2 24 | 35.5% | 29.8% |
| Q1 26 | 20.5% | — | ||
| Q4 25 | 19.8% | 7.3% | ||
| Q3 25 | 20.4% | 6.4% | ||
| Q2 25 | 20.1% | 5.7% | ||
| Q1 25 | 20.4% | 5.7% | ||
| Q4 24 | 19.8% | 5.5% | ||
| Q3 24 | 20.0% | 5.2% | ||
| Q2 24 | 19.6% | 5.2% |
| Q1 26 | 14.9% | — | ||
| Q4 25 | 14.9% | 6.3% | ||
| Q3 25 | 15.1% | 5.7% | ||
| Q2 25 | 15.0% | 5.3% | ||
| Q1 25 | 14.8% | 5.0% | ||
| Q4 24 | 14.0% | 5.1% | ||
| Q3 24 | 14.1% | 6.2% | ||
| Q2 24 | 13.7% | 4.7% |
| Q1 26 | $1.25 | — | ||
| Q4 25 | $1.21 | $0.16 | ||
| Q3 25 | $1.24 | $0.14 | ||
| Q2 25 | $1.17 | $0.11 | ||
| Q1 25 | $1.13 | $0.11 | ||
| Q4 24 | $1.03 | $0.11 | ||
| Q3 24 | $1.03 | $0.11 | ||
| Q2 24 | $0.98 | $0.07 |
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 | $320.9M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.3B | $560.4M |
| Total Assets | $1.7B | $667.9M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $72.9M | — | ||
| Q4 25 | $74.6M | $320.9M | ||
| Q3 25 | $65.1M | $287.9M | ||
| Q2 25 | $65.4M | $266.4M | ||
| Q1 25 | $49.9M | $245.8M | ||
| Q4 24 | $49.5M | $205.9M | ||
| Q3 24 | $73.7M | $187.5M | ||
| Q2 24 | $63.7M | $188.8M |
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.3B | $560.4M | ||
| Q3 25 | $1.3B | $537.4M | ||
| Q2 25 | $1.3B | $516.7M | ||
| Q1 25 | $1.2B | $500.4M | ||
| Q4 24 | $1.1B | $485.6M | ||
| Q3 24 | $1.2B | $468.8M | ||
| Q2 24 | $1.1B | $451.6M |
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.7B | $667.9M | ||
| Q3 25 | $1.7B | $644.4M | ||
| Q2 25 | $1.7B | $609.5M | ||
| Q1 25 | $1.6B | $590.9M | ||
| Q4 24 | $1.6B | $576.2M | ||
| Q3 24 | $1.6B | $552.9M | ||
| Q2 24 | $1.6B | $527.7M |
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 | $45.1M |
| Free Cash FlowOCF − Capex | $33.8M | $45.0M |
| FCF MarginFCF / Revenue | 12.5% | 13.6% |
| Capex IntensityCapex / Revenue | 2.3% | 0.0% |
| Cash ConversionOCF / Net Profit | 0.99× | 2.18× |
| TTM Free Cash FlowTrailing 4 quarters | — | $161.8M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $40.1M | — | ||
| Q4 25 | $67.3M | $45.1M | ||
| Q3 25 | $65.6M | $35.1M | ||
| Q2 25 | $47.3M | $31.5M | ||
| Q1 25 | $36.5M | $50.4M | ||
| Q4 24 | $52.3M | $27.9M | ||
| Q3 24 | $51.3M | $6.7M | ||
| Q2 24 | $45.0M | $18.0M |
| Q1 26 | $33.8M | — | ||
| Q4 25 | — | $45.0M | ||
| Q3 25 | — | $35.0M | ||
| Q2 25 | — | $31.4M | ||
| Q1 25 | — | $50.4M | ||
| Q4 24 | — | $27.8M | ||
| Q3 24 | — | $6.7M | ||
| Q2 24 | — | $17.8M |
| Q1 26 | 12.5% | — | ||
| Q4 25 | — | 13.6% | ||
| Q3 25 | — | 11.3% | ||
| Q2 25 | — | 11.2% | ||
| Q1 25 | — | 18.3% | ||
| Q4 24 | — | 10.8% | ||
| Q3 24 | — | 2.9% | ||
| Q2 24 | — | 9.0% |
| Q1 26 | 2.3% | — | ||
| Q4 25 | — | 0.0% | ||
| Q3 25 | — | 0.0% | ||
| Q2 25 | — | 0.0% | ||
| Q1 25 | — | 0.0% | ||
| Q4 24 | — | 0.0% | ||
| Q3 24 | — | 0.0% | ||
| Q2 24 | — | 0.1% |
| Q1 26 | 0.99× | — | ||
| Q4 25 | 1.72× | 2.18× | ||
| Q3 25 | 1.63× | 1.98× | ||
| Q2 25 | 1.23× | 2.14× | ||
| Q1 25 | 0.98× | 3.65× | ||
| Q4 24 | 1.56× | 2.12× | ||
| Q3 24 | 1.52× | 0.47× | ||
| Q2 24 | 1.40× | 1.93× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
BCPC
Segment breakdown not available.
PAY
| Payment Transaction Processing Revenue | $326.9M | 99% |
| Other | $3.5M | 1% |
