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Side-by-side financial comparison of BALCHEM CORP (BCPC) and Palomar Holdings, Inc. (PLMR). Click either name above to swap in a different company.
BALCHEM CORP is the larger business by last-quarter revenue ($263.6M vs $253.4M, roughly 1.0× Palomar Holdings, Inc.). On growth, Palomar Holdings, Inc. posted the faster year-over-year revenue change (62.7% vs 9.8%). Over the past eight quarters, Palomar Holdings, Inc.'s revenue compounded faster (46.2% 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.
Palomar Holdings, Inc. is a specialty insurance holding company that primarily provides property insurance products for catastrophe-exposed residential and commercial assets. It mainly operates across the United States, focusing on core segments including earthquake, flood, and windstorm coverage to meet high-risk property protection demands of customers.
BCPC vs PLMR — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $263.6M | $253.4M |
| Net Profit | $39.2M | — |
| Gross Margin | 35.6% | — |
| Operating Margin | 19.8% | 28.7% |
| Net Margin | 14.9% | — |
| Revenue YoY | 9.8% | 62.7% |
| Net Profit YoY | 16.8% | — |
| EPS (diluted) | $1.21 | $2.05 |
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 | $253.4M | ||
| Q3 25 | $267.6M | $244.7M | ||
| Q2 25 | $255.5M | $203.3M | ||
| Q1 25 | $250.5M | $174.6M | ||
| Q4 24 | $240.0M | $155.8M | ||
| Q3 24 | $239.9M | $148.5M | ||
| Q2 24 | $234.1M | $131.1M | ||
| Q1 24 | $239.7M | $118.5M |
| Q4 25 | $39.2M | — | ||
| Q3 25 | $40.3M | $51.5M | ||
| Q2 25 | $38.3M | $46.5M | ||
| Q1 25 | $37.1M | $42.9M | ||
| Q4 24 | $33.6M | — | ||
| Q3 24 | $33.8M | $30.5M | ||
| Q2 24 | $32.1M | $25.7M | ||
| Q1 24 | $29.0M | $26.4M |
| 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% | 28.7% | ||
| Q3 25 | 20.4% | 27.4% | ||
| Q2 25 | 20.1% | 29.5% | ||
| Q1 25 | 20.4% | 30.8% | ||
| Q4 24 | 19.8% | 28.9% | ||
| Q3 24 | 20.0% | 25.9% | ||
| Q2 24 | 19.6% | 25.5% | ||
| Q1 24 | 17.4% | 29.0% |
| Q4 25 | 14.9% | — | ||
| Q3 25 | 15.1% | 21.0% | ||
| Q2 25 | 15.0% | 22.9% | ||
| Q1 25 | 14.8% | 24.6% | ||
| Q4 24 | 14.0% | — | ||
| Q3 24 | 14.1% | 20.5% | ||
| Q2 24 | 13.7% | 19.6% | ||
| Q1 24 | 12.1% | 22.3% |
| Q4 25 | $1.21 | $2.05 | ||
| Q3 25 | $1.24 | $1.87 | ||
| Q2 25 | $1.17 | $1.68 | ||
| Q1 25 | $1.13 | $1.57 | ||
| Q4 24 | $1.03 | $1.29 | ||
| Q3 24 | $1.03 | $1.15 | ||
| Q2 24 | $0.98 | $1.00 | ||
| Q1 24 | $0.89 | $1.04 |
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 | $106.9M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.3B | $942.7M |
| Total Assets | $1.7B | $3.1B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $74.6M | $106.9M | ||
| Q3 25 | $65.1M | $111.7M | ||
| Q2 25 | $65.4M | $81.3M | ||
| Q1 25 | $49.9M | $119.3M | ||
| Q4 24 | $49.5M | $80.4M | ||
| Q3 24 | $73.7M | $86.5M | ||
| Q2 24 | $63.7M | $47.8M | ||
| Q1 24 | $60.3M | $61.4M |
| Q4 25 | $1.3B | $942.7M | ||
| Q3 25 | $1.3B | $878.1M | ||
| Q2 25 | $1.3B | $847.2M | ||
| Q1 25 | $1.2B | $790.4M | ||
| Q4 24 | $1.1B | $729.0M | ||
| Q3 24 | $1.2B | $703.3M | ||
| Q2 24 | $1.1B | $532.6M | ||
| Q1 24 | $1.1B | $501.7M |
| Q4 25 | $1.7B | $3.1B | ||
| Q3 25 | $1.7B | $2.9B | ||
| Q2 25 | $1.7B | $2.8B | ||
| Q1 25 | $1.6B | $2.4B | ||
| Q4 24 | $1.6B | $2.3B | ||
| Q3 24 | $1.6B | $2.3B | ||
| Q2 24 | $1.6B | $2.0B | ||
| Q1 24 | $1.6B | $1.9B |
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 | $409.1M |
| Free Cash FlowOCF − Capex | — | $409.0M |
| FCF MarginFCF / Revenue | — | 161.4% |
| Capex IntensityCapex / Revenue | — | 0.1% |
| Cash ConversionOCF / Net Profit | 1.72× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $700.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $67.3M | $409.1M | ||
| Q3 25 | $65.6M | $83.6M | ||
| Q2 25 | $47.3M | $120.9M | ||
| Q1 25 | $36.5M | $87.2M | ||
| Q4 24 | $52.3M | $261.2M | ||
| Q3 24 | $51.3M | $100.3M | ||
| Q2 24 | $45.0M | $55.1M | ||
| Q1 24 | $33.4M | $33.1M |
| Q4 25 | — | $409.0M | ||
| Q3 25 | — | $83.6M | ||
| Q2 25 | — | $120.8M | ||
| Q1 25 | — | $87.1M | ||
| Q4 24 | — | $260.9M | ||
| Q3 24 | — | $100.1M | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | — | 161.4% | ||
| Q3 25 | — | 34.2% | ||
| Q2 25 | — | 59.4% | ||
| Q1 25 | — | 49.9% | ||
| Q4 24 | — | 167.5% | ||
| Q3 24 | — | 67.4% | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | — | 0.1% | ||
| Q3 25 | — | 0.0% | ||
| Q2 25 | — | 0.0% | ||
| Q1 25 | — | 0.0% | ||
| Q4 24 | — | 0.2% | ||
| Q3 24 | — | 0.1% | ||
| Q2 24 | — | 0.0% | ||
| Q1 24 | — | 0.0% |
| Q4 25 | 1.72× | — | ||
| Q3 25 | 1.63× | 1.63× | ||
| Q2 25 | 1.23× | 2.60× | ||
| Q1 25 | 0.98× | 2.03× | ||
| Q4 24 | 1.56× | — | ||
| Q3 24 | 1.52× | 3.29× | ||
| Q2 24 | 1.40× | 2.14× | ||
| Q1 24 | 1.15× | 1.26× |
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% |
PLMR
Segment breakdown not available.
