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Side-by-side financial comparison of BALCHEM CORP (BCPC) and ServisFirst Bancshares, Inc. (SFBS). Click either name above to swap in a different company.

BALCHEM CORP is the larger business by last-quarter revenue ($270.7M vs $159.0M, roughly 1.7× ServisFirst Bancshares, Inc.). ServisFirst Bancshares, Inc. runs the higher net margin — 52.2% vs 14.9%, a 37.3% gap on every dollar of revenue. Over the past eight quarters, ServisFirst Bancshares, Inc.'s revenue compounded faster (17.7% 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.

ServisFirst Bancshares, Inc. is a U.S.-based bank holding company operating full-service banking locations primarily across the Southeastern United States. It offers a full suite of commercial banking, consumer banking, wealth management, and mortgage lending services to small and medium-sized businesses, professional clients, and individual consumers.

BCPC vs SFBS — Head-to-Head

Bigger by revenue
BCPC
BCPC
1.7× larger
BCPC
$270.7M
$159.0M
SFBS
Higher net margin
SFBS
SFBS
37.3% more per $
SFBS
52.2%
14.9%
BCPC
Faster 2-yr revenue CAGR
SFBS
SFBS
Annualised
SFBS
17.7%
7.5%
BCPC

Income Statement — Q1 FY2026 vs Q1 FY2026

Metric
BCPC
BCPC
SFBS
SFBS
Revenue
$270.7M
$159.0M
Net Profit
$40.3M
$83.0M
Gross Margin
Operating Margin
20.5%
Net Margin
14.9%
52.2%
Revenue YoY
8.1%
Net Profit YoY
8.7%
31.2%
EPS (diluted)
$1.25
$1.52

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
SFBS
SFBS
Q1 26
$270.7M
$159.0M
Q4 25
$263.6M
$162.2M
Q3 25
$267.6M
$136.3M
Q2 25
$255.5M
$132.1M
Q1 25
$250.5M
$131.8M
Q4 24
$240.0M
$131.9M
Q3 24
$239.9M
$123.7M
Q2 24
$234.1M
$114.8M
Net Profit
BCPC
BCPC
SFBS
SFBS
Q1 26
$40.3M
$83.0M
Q4 25
$39.2M
$86.4M
Q3 25
$40.3M
$65.6M
Q2 25
$38.3M
$61.4M
Q1 25
$37.1M
$63.2M
Q4 24
$33.6M
$65.2M
Q3 24
$33.8M
$59.9M
Q2 24
$32.1M
$52.1M
Gross Margin
BCPC
BCPC
SFBS
SFBS
Q1 26
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%
Operating Margin
BCPC
BCPC
SFBS
SFBS
Q1 26
20.5%
Q4 25
19.8%
66.3%
Q3 25
20.4%
57.8%
Q2 25
20.1%
58.0%
Q1 25
20.4%
60.0%
Q4 24
19.8%
60.2%
Q3 24
20.0%
58.5%
Q2 24
19.6%
58.0%
Net Margin
BCPC
BCPC
SFBS
SFBS
Q1 26
14.9%
52.2%
Q4 25
14.9%
59.0%
Q3 25
15.1%
48.1%
Q2 25
15.0%
46.5%
Q1 25
14.8%
48.0%
Q4 24
14.0%
52.9%
Q3 24
14.1%
48.4%
Q2 24
13.7%
45.4%
EPS (diluted)
BCPC
BCPC
SFBS
SFBS
Q1 26
$1.25
$1.52
Q4 25
$1.21
$1.58
Q3 25
$1.24
$1.20
Q2 25
$1.17
$1.12
Q1 25
$1.13
$1.16
Q4 24
$1.03
$1.19
Q3 24
$1.03
$1.10
Q2 24
$0.98
$0.95

Balance Sheet & Financial Strength

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

Metric
BCPC
BCPC
SFBS
SFBS
Cash + ST InvestmentsLiquidity on hand
$72.9M
$1.8B
Total DebtLower is stronger
Stockholders' EquityBook value
$1.3B
$1.9B
Total Assets
$1.7B
$18.2B
Debt / EquityLower = less leverage

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
BCPC
BCPC
SFBS
SFBS
Q1 26
$72.9M
$1.8B
Q4 25
$74.6M
Q3 25
$65.1M
Q2 25
$65.4M
Q1 25
$49.9M
Q4 24
$49.5M
Q3 24
$73.7M
Q2 24
$63.7M
Stockholders' Equity
BCPC
BCPC
SFBS
SFBS
Q1 26
$1.3B
$1.9B
Q4 25
$1.3B
$1.8B
Q3 25
$1.3B
$1.8B
Q2 25
$1.3B
$1.7B
Q1 25
$1.2B
$1.7B
Q4 24
$1.1B
$1.6B
Q3 24
$1.2B
$1.6B
Q2 24
$1.1B
$1.5B
Total Assets
BCPC
BCPC
SFBS
SFBS
Q1 26
$1.7B
$18.2B
Q4 25
$1.7B
$17.7B
Q3 25
$1.7B
$17.6B
Q2 25
$1.7B
$17.4B
Q1 25
$1.6B
$18.6B
Q4 24
$1.6B
$17.4B
Q3 24
$1.6B
$16.4B
Q2 24
$1.6B
$16.0B

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
SFBS
SFBS
Operating Cash FlowLast quarter
$40.1M
Free Cash FlowOCF − Capex
$33.8M
FCF MarginFCF / Revenue
12.5%
Capex IntensityCapex / Revenue
2.3%
Cash ConversionOCF / Net Profit
0.99×
TTM Free Cash FlowTrailing 4 quarters

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
BCPC
BCPC
SFBS
SFBS
Q1 26
$40.1M
Q4 25
$67.3M
$355.2M
Q3 25
$65.6M
$140.9M
Q2 25
$47.3M
$67.6M
Q1 25
$36.5M
$48.0M
Q4 24
$52.3M
$252.9M
Q3 24
$51.3M
$84.0M
Q2 24
$45.0M
$48.3M
Free Cash Flow
BCPC
BCPC
SFBS
SFBS
Q1 26
$33.8M
Q4 25
Q3 25
Q2 25
Q1 25
Q4 24
Q3 24
Q2 24
FCF Margin
BCPC
BCPC
SFBS
SFBS
Q1 26
12.5%
Q4 25
Q3 25
Q2 25
Q1 25
Q4 24
Q3 24
Q2 24
Capex Intensity
BCPC
BCPC
SFBS
SFBS
Q1 26
2.3%
Q4 25
Q3 25
Q2 25
Q1 25
Q4 24
Q3 24
Q2 24
Cash Conversion
BCPC
BCPC
SFBS
SFBS
Q1 26
0.99×
Q4 25
1.72×
4.11×
Q3 25
1.63×
2.15×
Q2 25
1.23×
1.10×
Q1 25
0.98×
0.76×
Q4 24
1.56×
3.88×
Q3 24
1.52×
1.40×
Q2 24
1.40×
0.93×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

Revenue Breakdown by Segment

BCPC
BCPC

Segment breakdown not available.

SFBS
SFBS

Net Interest Income$148.1M93%
Noninterest Income$10.8M7%

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