Balchem Gestion
Gestion contrôle des critères 4/4
Le PDG Balchem est Ted Harris, nommé en Apr2015, a un mandat de 11.08 ans. La rémunération annuelle totale est $ 7.89M, composée du salaire de 15.2% et des bonus 84.8%, y compris les actions et options de la société. détient directement 0.29% des actions de la société, d'une valeur de $ 15.27M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 3.8 ans et 8.3 ans.
Informations clés
Ted Harris
Directeur général
US$7.9m
Rémunération totale
| Pourcentage du salaire du PDG | 15.18% |
| Durée du mandat du directeur général | 11.1yrs |
| Propriété du PDG | 0.3% |
| Durée moyenne d'occupation des postes de direction | 3.8yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 8.3yrs |
Mises à jour récentes de la gestion
Recent updates
Seeking Alpha • Mar 27
Balchem: An Attractive Valuation Makes This Stock A Buy
Summary Balchem delivered strong Q4 results, with revenue up nearly 10% year-over-year and all segments posting growth. BCPC boasts a 17-year streak of double-digit dividend hikes, supported by a payout ratio consistently below 20%. The stock trades at a roughly 25% discount to its estimated fair value, with robust forward return potential exceeding 14%. I rate BCPC a 'Buy', citing resilient segment demand, disciplined capital allocation, and attractive free cash flow valuation despite raw material and tariff risks. Read the full article on Seeking Alpha
Nouveau récit • Mar 13
Long-Term Nutrition And Health Trends Will Support Stronger Margins And Earnings Potential
Catalysts About Balchem Balchem supplies specialty nutrients and ingredients for human, animal and plant health, along with performance gases and related solutions. What are the underlying business or industry changes driving this perspective?
Nouveau récit • Feb 26
Encapsulation Investments And International Expansion Will Shape Balanced Future For Nutrition Specialist
Catalysts About Balchem Balchem produces specialty nutrition and ingredient solutions for human, animal and plant health, along with performance gases. What are the underlying business or industry changes driving this perspective?
Mise à jour du récit • Feb 17
BCPC: Dividend Increase And Buyback Program Will Support Steady Future Returns
Analysts kept their Balchem fair value estimate broadly steady at $191, pointing to only very small tweaks in assumptions such as discount rate, long term revenue growth, profit margin and future P/E as the basis for maintaining their target level. What's in the News On December 9, 2025, Balchem Corporation's Board of Directors declared an annual dividend of $0.96 per share, payable on January 20, 2026, to stockholders of record as of December 23, 2025.Article d’analyse • Feb 15
If EPS Growth Is Important To You, Balchem (NASDAQ:BCPC) Presents An Opportunity
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Mise à jour du récit • Feb 03
BCPC: Share Repurchases And Higher Dividend Will Support Attractive Future Returns
Analysts have maintained their fair value estimate for Balchem at US$191. They have made only minimal adjustments to the discount rate, revenue growth, profit margin, and future P/E assumptions, indicating that their overall view on the stock's valuation drivers remains essentially unchanged.Article d’analyse • Feb 01
Is Now An Opportune Moment To Examine Balchem Corporation (NASDAQ:BCPC)?
Balchem Corporation ( NASDAQ:BCPC ), is not the largest company out there, but it saw a decent share price growth of...Mise à jour du récit • Jan 20
BCPC: Share Repurchases And Rising Dividend Will Support Attractive Future Returns
Analysts have maintained their Balchem fair value estimate at US$191, with only small tweaks to the discount rate, revenue growth, profit margin, and forward P/E assumptions. This reflects a largely unchanged view on the stock's risk and earnings profile.Mise à jour du récit • Jan 05
BCPC: Share Repurchases And Dividend Increases Will Support Attractive Future Returns
Analysts kept their fair value estimate for Balchem steady at US$191, pointing to only very small model tweaks in the discount rate, revenue growth, margin and forward P/E assumptions rather than any change in their overall view of the company. What's in the News Balchem Corporation announced a share repurchase program authorizing the company to buy back up to 4,000,000 shares, with no expiration date on the program (Key Developments).Mise à jour du récit • Dec 20
BCPC: Share Repurchases And Dividend Increases Will Drive Attractive Future Returns
Analysts have maintained their price target on Balchem at approximately $191.00. This reflects only marginal tweaks to underlying assumptions such as discount rate, revenue growth, and profit margin, rather than a material change in their outlook.Mise à jour du récit • Dec 06
BCPC: Share Repurchases Will Support Attractive Long Term Return Potential
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.Article d’analyse • Dec 01
Balchem (NASDAQ:BCPC) Is Experiencing Growth In Returns On Capital
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Amongst other...Article d’analyse • Oct 10
Some Shareholders Feeling Restless Over Balchem Corporation's (NASDAQ:BCPC) P/E Ratio
Balchem Corporation's ( NASDAQ:BCPC ) price-to-earnings (or "P/E") ratio of 31.9x might make it look like a strong sell...Article d’analyse • Sep 26
Balchem (NASDAQ:BCPC) Could Easily Take On More Debt
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Article d’analyse • Aug 26
Estimating The Fair Value Of Balchem Corporation (NASDAQ:BCPC)
Key Insights Using the 2 Stage Free Cash Flow to Equity, Balchem fair value estimate is US$174 With US$162 share price...Article d’analyse • Jul 21
Balchem (NASDAQ:BCPC) Is Looking To Continue Growing Its Returns On Capital
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Article d’analyse • Jun 23
These 4 Measures Indicate That Balchem (NASDAQ:BCPC) Is Using Debt Safely
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Article d’analyse • May 26
When Should You Buy Balchem Corporation (NASDAQ:BCPC)?
Balchem Corporation ( NASDAQ:BCPC ), might not be a large cap stock, but it saw a decent share price growth of 10% on...Seeking Alpha • Oct 28
Balchem's Q3 Shows Record Earnings And Valuation Pressure
Summary Balchem Corporation shows strong long-term growth potential in high-margin segments and product innovation, but faces challenges in Animal Nutrition & Health and rising costs. Balchem's financial momentum in Q3 2024 includes record earnings, improved margins, and significant debt reduction, despite missing revenue estimates. BCPC stock's high P/E ratio of 39.82x suggests big market expectations, but the current valuation may be too high given existing challenges. I rate Balchem as a “Hold” due to high valuation, operational challenges, and potential seasonal slowdown, advising cautious investors to wait for a better entry point. Read the full article on Seeking Alpha
Nouveau récit • Aug 29
Innovating In Nutrition And Health Sectors Drives Strong Financial Growth And Market Expansion
Launch of Optifolin+ in the nutrition segment and strong Human Nutrition & Health sales indicate potential for market share expansion and sustained revenue growth.Seeking Alpha • May 10
Balchem: A Tale Of Two Businesses
Summary Balchem Corporation's Q1 2024 earnings surpassed expectations, but the company's full-year bottom-line expansion could be slower than what it achieved for the first quarter. The Human Nutrition & Health segment is riding on the supplements market's growth, while the Animal Nutrition & Health segment is encountering stiff competition in the European animal feed market. It is a tale of two businesses for BCPC, which implies that the stock warrants a Neutral or Hold rating. Read the full article on Seeking AlphaSeeking Alpha • Feb 21
Balchem: Potential Turnaround Is In The Price
Summary Balchem registered a -2.5% top-line miss for the fourth quarter of 2023, which is attributable to the underperformance of its Animal Nutrition business. BCPC is well-positioned to achieve positive top line and earnings expansion in the current year, but I deem the stock's valuations to be fair. The Company continues to be rated as a Hold, as my opinion is that the expected 2024 turnaround for BCPC is priced in. Read the full article on Seeking AlphaAnalyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$158m |
| Dec 31 2025 | US$8m | US$1m | US$155m |
| Sep 30 2025 | n/a | n/a | US$149m |
| Jun 30 2025 | n/a | n/a | US$143m |
| Mar 31 2025 | n/a | n/a | US$137m |
| Dec 31 2024 | US$7m | US$1m | US$128m |
| Sep 30 2024 | n/a | n/a | US$122m |
| Jun 30 2024 | n/a | n/a | US$117m |
| Mar 31 2024 | n/a | n/a | US$115m |
| Dec 31 2023 | US$6m | US$1m | US$109m |
| Sep 30 2023 | n/a | n/a | US$103m |
| Jun 30 2023 | n/a | n/a | US$99m |
| Mar 31 2023 | n/a | n/a | US$99m |
| Dec 31 2022 | US$12m | US$1m | US$105m |
| Sep 30 2022 | n/a | n/a | US$109m |
| Jun 30 2022 | n/a | n/a | US$109m |
| Mar 31 2022 | n/a | n/a | US$102m |
| Dec 31 2021 | US$6m | US$1m | US$96m |
| Sep 30 2021 | n/a | n/a | US$93m |
| Jun 30 2021 | n/a | n/a | US$90m |
| Mar 31 2021 | n/a | n/a | US$88m |
| Dec 31 2020 | US$5m | US$1m | US$85m |
| Sep 30 2020 | n/a | n/a | US$83m |
| Jun 30 2020 | n/a | n/a | US$82m |
| Mar 31 2020 | n/a | n/a | US$81m |
| Dec 31 2019 | US$4m | US$915k | US$80m |
Rémunération vs marché: La rémunération totale de Ted ($USD 7.89M ) est dans la moyenne des entreprises de taille similaire sur le marché US ($USD 8.38M ).
Rémunération et revenus: La rémunération de Ted a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.
PDG
Ted Harris (60 yo)
11.1yrs
Titularisation
US$7,894,874
Compensation
Mr. Theodore Lee Harris, also known as Ted, has been the Chief Executive Officer and President at Balchem Corporation since April 28, 2015. He serves as an Independent Director of Pentair Plc since April 3...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| CEO, President & Chairman | 11.1yrs | US$7.89m | 0.29% $ 15.3m | |
| Executive VP | 7.3yrs | US$2.97m | 0.090% $ 4.7m | |
| Executive VP | 3.8yrs | US$2.39m | 0.016% $ 806.1k | |
| Senior VP & Chief Human Resources Officer | 4.3yrs | US$1.78m | 0.038% $ 2.0m | |
| Senior VP | 3.5yrs | US$2.25m | 0.012% $ 644.4k | |
| VP & Chief Accounting Officer | less than a year | pas de données | 0.0077% $ 402.2k | |
| Senior VP & Chief Supply Chain Officer | 5.3yrs | US$1.49m | 0.025% $ 1.3m | |
| Senior VP & GM of Specialty Products | 3.7yrs | pas de données | pas de données | |
| Senior VP and Chief R&D Officer | less than a year | pas de données | 0.010% $ 520.7k |
3.8yrs
Durée moyenne de l'emploi
48.5yo
Âge moyen
Gestion expérimentée: L'équipe de direction de BCPC est considérée comme expérimentée (ancienneté moyenne 3.8 ans).
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| CEO, President & Chairman | 11.1yrs | US$7.89m | 0.29% $ 15.3m | |
| Independent Director | 8.3yrs | US$251.00k | 0.014% $ 729.1k | |
| Independent Director | 15.7yrs | US$231.00k | 0.028% $ 1.4m | |
| Lead Independent Director | 10.7yrs | US$271.00k | 0.025% $ 1.3m | |
| Independent Director | 2.7yrs | US$231.00k | 0.0074% $ 386.7k | |
| Independent Director | 4.9yrs | US$246.00k | 0.011% $ 554.5k | |
| Independent Director | 2.7yrs | US$231.00k | 0.0074% $ 386.7k |
8.3yrs
Durée moyenne de l'emploi
61yo
Âge moyen
Conseil d'administration expérimenté: Les membres du conseil d'administration de BCPC sont considérés comme expérimentés (ancienneté moyenne 8.3 ans).
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/22 22:55 |
| Cours de l'action en fin de journée | 2026/05/22 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Balchem Corporation est couverte par 9 analystes. 4 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Robert Labick | CJS Securities, Inc. |
| Timothy Ramey | D.A. Davidson & Co. |
| Raghuram Selvaraju | H.C. Wainwright & Co. |