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

StubHub Holdings, Inc. is the larger business by last-quarter revenue ($468.1M vs $270.7M, roughly 1.7× BALCHEM CORP). BALCHEM CORP runs the higher net margin — 14.9% vs -276.6%, a 291.4% gap on every dollar of revenue. On growth, BALCHEM CORP posted the faster year-over-year revenue change (8.1% vs 7.9%). StubHub Holdings, Inc. produced more free cash flow last quarter ($180.3M vs $33.8M).

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.

StubHub Holdings operates a leading global online ticket marketplace for live entertainment events. It facilitates secure resale and direct purchase of tickets for concerts, sports matches, theater performances and other live experiences, serving consumers, event organizers and sellers across North America, Europe and Asia-Pacific.

BCPC vs STUB — Head-to-Head

Bigger by revenue
STUB
STUB
1.7× larger
STUB
$468.1M
$270.7M
BCPC
Growing faster (revenue YoY)
BCPC
BCPC
+0.1% gap
BCPC
8.1%
7.9%
STUB
Higher net margin
BCPC
BCPC
291.4% more per $
BCPC
14.9%
-276.6%
STUB
More free cash flow
STUB
STUB
$146.4M more FCF
STUB
$180.3M
$33.8M
BCPC

Income Statement — Q1 FY2026 vs Q3 FY2025

Metric
BCPC
BCPC
STUB
STUB
Revenue
$270.7M
$468.1M
Net Profit
$40.3M
$-1.3B
Gross Margin
Operating Margin
20.5%
-292.3%
Net Margin
14.9%
-276.6%
Revenue YoY
8.1%
7.9%
Net Profit YoY
8.7%
-3821.6%
EPS (diluted)
$1.25
$-4.27

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
STUB
STUB
Q1 26
$270.7M
Q4 25
$263.6M
Q3 25
$267.6M
$468.1M
Q2 25
$255.5M
Q1 25
$250.5M
Q4 24
$240.0M
Q3 24
$239.9M
$433.8M
Q2 24
$234.1M
Net Profit
BCPC
BCPC
STUB
STUB
Q1 26
$40.3M
Q4 25
$39.2M
Q3 25
$40.3M
$-1.3B
Q2 25
$38.3M
Q1 25
$37.1M
Q4 24
$33.6M
Q3 24
$33.8M
$-33.0M
Q2 24
$32.1M
Gross Margin
BCPC
BCPC
STUB
STUB
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
STUB
STUB
Q1 26
20.5%
Q4 25
19.8%
Q3 25
20.4%
-292.3%
Q2 25
20.1%
Q1 25
20.4%
Q4 24
19.8%
Q3 24
20.0%
2.8%
Q2 24
19.6%
Net Margin
BCPC
BCPC
STUB
STUB
Q1 26
14.9%
Q4 25
14.9%
Q3 25
15.1%
-276.6%
Q2 25
15.0%
Q1 25
14.8%
Q4 24
14.0%
Q3 24
14.1%
-7.6%
Q2 24
13.7%
EPS (diluted)
BCPC
BCPC
STUB
STUB
Q1 26
$1.25
Q4 25
$1.21
Q3 25
$1.24
$-4.27
Q2 25
$1.17
Q1 25
$1.13
Q4 24
$1.03
Q3 24
$1.03
$-0.15
Q2 24
$0.98

Balance Sheet & Financial Strength

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

Metric
BCPC
BCPC
STUB
STUB
Cash + ST InvestmentsLiquidity on hand
$72.9M
$1.4B
Total DebtLower is stronger
$1.7B
Stockholders' EquityBook value
$1.3B
$1.7B
Total Assets
$1.7B
$5.6B
Debt / EquityLower = less leverage
0.98×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
BCPC
BCPC
STUB
STUB
Q1 26
$72.9M
Q4 25
$74.6M
Q3 25
$65.1M
$1.4B
Q2 25
$65.4M
Q1 25
$49.9M
Q4 24
$49.5M
Q3 24
$73.7M
$1.1B
Q2 24
$63.7M
Total Debt
BCPC
BCPC
STUB
STUB
Q1 26
Q4 25
Q3 25
$1.7B
Q2 25
Q1 25
Q4 24
Q3 24
Q2 24
Stockholders' Equity
BCPC
BCPC
STUB
STUB
Q1 26
$1.3B
Q4 25
$1.3B
Q3 25
$1.3B
$1.7B
Q2 25
$1.3B
Q1 25
$1.2B
Q4 24
$1.1B
Q3 24
$1.2B
$815.9M
Q2 24
$1.1B
Total Assets
BCPC
BCPC
STUB
STUB
Q1 26
$1.7B
Q4 25
$1.7B
Q3 25
$1.7B
$5.6B
Q2 25
$1.7B
Q1 25
$1.6B
Q4 24
$1.6B
Q3 24
$1.6B
Q2 24
$1.6B
Debt / Equity
BCPC
BCPC
STUB
STUB
Q1 26
Q4 25
Q3 25
0.98×
Q2 25
Q1 25
Q4 24
Q3 24
Q2 24

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
STUB
STUB
Operating Cash FlowLast quarter
$40.1M
$181.4M
Free Cash FlowOCF − Capex
$33.8M
$180.3M
FCF MarginFCF / Revenue
12.5%
38.5%
Capex IntensityCapex / Revenue
2.3%
0.2%
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
STUB
STUB
Q1 26
$40.1M
Q4 25
$67.3M
Q3 25
$65.6M
$181.4M
Q2 25
$47.3M
Q1 25
$36.5M
Q4 24
$52.3M
Q3 24
$51.3M
Q2 24
$45.0M
Free Cash Flow
BCPC
BCPC
STUB
STUB
Q1 26
$33.8M
Q4 25
Q3 25
$180.3M
Q2 25
Q1 25
Q4 24
Q3 24
Q2 24
FCF Margin
BCPC
BCPC
STUB
STUB
Q1 26
12.5%
Q4 25
Q3 25
38.5%
Q2 25
Q1 25
Q4 24
Q3 24
Q2 24
Capex Intensity
BCPC
BCPC
STUB
STUB
Q1 26
2.3%
Q4 25
Q3 25
0.2%
Q2 25
Q1 25
Q4 24
Q3 24
Q2 24
Cash Conversion
BCPC
BCPC
STUB
STUB
Q1 26
0.99×
Q4 25
1.72×
Q3 25
1.63×
Q2 25
1.23×
Q1 25
0.98×
Q4 24
1.56×
Q3 24
1.52×
Q2 24
1.40×

Financial Flow Comparison

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

Revenue Breakdown by Segment

BCPC
BCPC

Segment breakdown not available.

STUB
STUB

Transaction Fees$453.4M97%
Other$14.7M3%

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