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BCPC: Share Repurchases Will Support Attractive Long Term Return Potential

New York Facility And European Policies Will Reshape Nutrition Sectors

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BCPC
AnalystConsensusTarget
Not Invested
Published 29 Aug 2024

Update shared on 06 Dec 2025

Fair value Decreased 4.66%
Previous
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AnalystConsensusTarget's Fair Value
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1Y
-4.1%
7D
5.8%

Analysts have lowered their price target on Balchem by approximately $9 to about $191 per share, reflecting more cautious assumptions around revenue growth and profit margins, even though long term valuation multiples are slightly higher.

What's in the News

  • Completed a long running share repurchase program, buying back a total of 3,475,622 shares, or about 12.76% of shares outstanding, for approximately $190.58 million since the authorization began in 1999 (Key Developments)
  • During the most recent quarter from July 1, 2025 to September 30, 2025, repurchased 95,760 shares, roughly 0.3% of shares outstanding, for $15.42 million as the final tranche under the existing buyback plan (Key Developments)

Valuation Changes

  • The Fair Value Estimate has fallen modestly from about $200.33 to $191.00 per share, reflecting a slightly more conservative outlook.
  • The Discount Rate has risen slightly from roughly 7.34 percent to 7.38 percent, implying a marginally higher required return.
  • Revenue Growth has fallen meaningfully from about 6.79 percent to 5.27 percent, indicating tempered expectations for top line expansion.
  • The Net Profit Margin has declined from approximately 16.98 percent to 15.23 percent, reflecting more cautious assumptions on profitability.
  • The future P/E multiple has risen slightly from around 38.89x to 40.71x, suggesting modestly higher valuation expectations on forward earnings.

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Disclaimer

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