vs
Side-by-side financial comparison of BALCHEM CORP (BCPC) and STAG Industrial, Inc. (STAG). Click either name above to swap in a different company.
BALCHEM CORP is the larger business by last-quarter revenue ($270.7M vs $224.2M, roughly 1.2× STAG Industrial, Inc.). STAG Industrial, Inc. runs the higher net margin — 27.6% vs 14.9%, a 12.8% gap on every dollar of revenue. On growth, STAG Industrial, Inc. posted the faster year-over-year revenue change (9.1% vs 8.1%). Over the past eight quarters, STAG Industrial, Inc.'s revenue compounded faster (8.7% 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.
Stag Arms is a firearms manufacturer founded in May 2003 and located in Cheyenne, Wyoming. Stag Arms is a manufacturer of the AR-15 type rifle, marketed as Stag-15 rifles. Stag advertises that all their weapons and accessories are made in the United States. They are best known for their left-handed AR-15 rifles, which use a mirror imaged upper receiver and have the ejection port reversed for left-handed shooters and the safety selector control on the right side of the lower receiver.
BCPC vs STAG — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $270.7M | $224.2M |
| Net Profit | $40.3M | $62.0M |
| Gross Margin | — | — |
| Operating Margin | 20.5% | — |
| Net Margin | 14.9% | 27.6% |
| Revenue YoY | 8.1% | 9.1% |
| Net Profit YoY | 8.7% | — |
| EPS (diluted) | $1.25 | $0.32 |
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 | $224.2M | ||
| Q4 25 | $263.6M | $220.9M | ||
| Q3 25 | $267.6M | $211.1M | ||
| Q2 25 | $255.5M | $207.6M | ||
| Q1 25 | $250.5M | $205.6M | ||
| Q4 24 | $240.0M | $199.3M | ||
| Q3 24 | $239.9M | $190.7M | ||
| Q2 24 | $234.1M | $189.8M |
| Q1 26 | $40.3M | $62.0M | ||
| Q4 25 | $39.2M | $83.5M | ||
| Q3 25 | $40.3M | $48.6M | ||
| Q2 25 | $38.3M | $50.0M | ||
| Q1 25 | $37.1M | $91.4M | ||
| Q4 24 | $33.6M | $51.0M | ||
| Q3 24 | $33.8M | $41.9M | ||
| Q2 24 | $32.1M | $59.8M |
| 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% | — |
| Q1 26 | 20.5% | — | ||
| Q4 25 | 19.8% | — | ||
| Q3 25 | 20.4% | — | ||
| Q2 25 | 20.1% | — | ||
| Q1 25 | 20.4% | — | ||
| Q4 24 | 19.8% | — | ||
| Q3 24 | 20.0% | — | ||
| Q2 24 | 19.6% | — |
| Q1 26 | 14.9% | 27.6% | ||
| Q4 25 | 14.9% | 37.8% | ||
| Q3 25 | 15.1% | 23.0% | ||
| Q2 25 | 15.0% | 24.1% | ||
| Q1 25 | 14.8% | 44.5% | ||
| Q4 24 | 14.0% | 25.6% | ||
| Q3 24 | 14.1% | 21.9% | ||
| Q2 24 | 13.7% | 31.5% |
| Q1 26 | $1.25 | $0.32 | ||
| 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 | $8.9M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.3B | $3.6B |
| Total Assets | $1.7B | $7.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $72.9M | $8.9M | ||
| Q4 25 | $74.6M | $14.9M | ||
| Q3 25 | $65.1M | $17.3M | ||
| Q2 25 | $65.4M | $15.4M | ||
| Q1 25 | $49.9M | $9.3M | ||
| Q4 24 | $49.5M | $36.3M | ||
| Q3 24 | $73.7M | $70.0M | ||
| Q2 24 | $63.7M | $33.3M |
| Q1 26 | — | — | ||
| Q4 25 | — | $3.3B | ||
| Q3 25 | — | $3.1B | ||
| Q2 25 | — | $3.0B | ||
| Q1 25 | — | $3.0B | ||
| Q4 24 | — | $3.0B | ||
| Q3 24 | — | $2.9B | ||
| Q2 24 | — | $2.8B |
| Q1 26 | $1.3B | $3.6B | ||
| Q4 25 | $1.3B | $3.6B | ||
| Q3 25 | $1.3B | $3.4B | ||
| Q2 25 | $1.3B | $3.4B | ||
| Q1 25 | $1.2B | $3.5B | ||
| Q4 24 | $1.1B | $3.5B | ||
| Q3 24 | $1.2B | $3.3B | ||
| Q2 24 | $1.1B | $3.3B |
| Q1 26 | $1.7B | $7.2B | ||
| Q4 25 | $1.7B | $7.2B | ||
| Q3 25 | $1.7B | $6.9B | ||
| Q2 25 | $1.7B | $6.8B | ||
| Q1 25 | $1.6B | $6.8B | ||
| Q4 24 | $1.6B | $6.8B | ||
| Q3 24 | $1.6B | $6.6B | ||
| Q2 24 | $1.6B | $6.4B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.91× | ||
| Q3 25 | — | 0.91× | ||
| Q2 25 | — | 0.88× | ||
| Q1 25 | — | 0.87× | ||
| Q4 24 | — | 0.88× | ||
| Q3 24 | — | 0.89× | ||
| Q2 24 | — | 0.84× |
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 | — |
| Free Cash FlowOCF − Capex | $33.8M | — |
| FCF MarginFCF / Revenue | 12.5% | — |
| Capex IntensityCapex / Revenue | 2.3% | 3.9% |
| Cash ConversionOCF / Net Profit | 0.99× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $40.1M | — | ||
| Q4 25 | $67.3M | $104.5M | ||
| Q3 25 | $65.6M | $143.5M | ||
| Q2 25 | $47.3M | $111.9M | ||
| Q1 25 | $36.5M | $103.5M | ||
| Q4 24 | $52.3M | $104.9M | ||
| Q3 24 | $51.3M | $128.0M | ||
| Q2 24 | $45.0M | $122.2M |
| Q1 26 | $33.8M | — | ||
| Q4 25 | — | $43.8M | ||
| Q3 25 | — | $95.5M | ||
| Q2 25 | — | $62.3M | ||
| Q1 25 | — | $57.2M | ||
| Q4 24 | — | $37.6M | ||
| Q3 24 | — | $86.7M | ||
| Q2 24 | — | $105.0M |
| Q1 26 | 12.5% | — | ||
| Q4 25 | — | 19.8% | ||
| Q3 25 | — | 45.2% | ||
| Q2 25 | — | 30.0% | ||
| Q1 25 | — | 27.8% | ||
| Q4 24 | — | 18.8% | ||
| Q3 24 | — | 45.5% | ||
| Q2 24 | — | 55.3% |
| Q1 26 | 2.3% | 3.9% | ||
| Q4 25 | — | 27.4% | ||
| Q3 25 | — | 22.7% | ||
| Q2 25 | — | 23.9% | ||
| Q1 25 | — | 22.5% | ||
| Q4 24 | — | 33.8% | ||
| Q3 24 | — | 21.6% | ||
| Q2 24 | — | 9.1% |
| Q1 26 | 0.99× | — | ||
| Q4 25 | 1.72× | 1.25× | ||
| Q3 25 | 1.63× | 2.95× | ||
| Q2 25 | 1.23× | 2.24× | ||
| Q1 25 | 0.98× | 1.13× | ||
| Q4 24 | 1.56× | 2.06× | ||
| Q3 24 | 1.52× | 3.06× | ||
| Q2 24 | 1.40× | 2.04× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
