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BCPCBalchem CorporationHold6.1·$179.43-0.55%
HoldModerate Confidence
Investment thesis

Balchem Corporation is a high-quality specialty chemicals business — a perfect Piotroski score of 9 out of 9, a moat score of 7.0, and best-in-class margins — with a consistent earnings delivery record, but the stock screens expensive at a forward multiple of 26.8 times and offers only 4.3% headroom to the take-profit target, leaving the risk/reward insufficient to justify a new position at current levels.

Thesis pillars

  • Expensive Valuation ScreensDeteriorating
  • High Quality Piotroski Perfect ScoreStable
  • Consistent Earnings DeliveryStable
  • +1 more pillar — see the Why tab for full reasoning

Full reasoning →

Open full analysis

Balchem Corporation (BCPC) Stock Analysis

HoldModerate Confidence

Basic Materials · Specialty Chemicals

Hold if already holding. Not a fresh buy at $179.43, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; Near 52-week high (2.4% away).

We develop, manufacture, distribute and market specialty performance ingredients and products for the nutritional, food, pharmaceutical, animal health, plant nutrition, sterilization, fumigation, and industrial markets. Our three reportable segments are strategic businesses that... Read more

$179.43-1.0% A.UpsideScore 6.1/10#15 of 41 Specialty Chemicals
QualityF-score9 / 9FCF yield2.36%
IncomeYield0.53%(5y avg 0.51%)Payout18.90%sustainable
Stop $170.87Target $206.34(default +15%)A.R:R -0.1:1
Analyst target$209.00+16.5%4 analysts
$206.34our TP
$179.43price
$209.00mean
$164
$242

Hold if already holding. Not a fresh buy at $179.43, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; Near 52-week high (2.4% away). Chart setup: No clear chart pattern; technical signals are mixed. Maintain position. Not compelling to add more. Score 6.1/10, moderate confidence.

Passes 8/9 gates (positive momentum, clean insider activity, no SEC red flags, news boost analyst 0.35, news boost analyst cluster(4), earnings proximity 72d clear, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio. Suitability: moderate.

news + 30-day 8-K events · 5-min refresh

Recent developments

updated 2026-08-08
TrendMatrix Research · upcoming catalyst calendar

Upcoming dated catalysts

Tue, Oct 20, 202672d to earnings· next earnings call

Thesis

Rewards
Strong earnings beat streak (3/4)
Positive momentum
Positive insider activity
Risks
Analyst target reached - limited upside remaining
Near 52-week high (2.4% away)
Euphoria warning: extreme positivity (+1.00) + overbought RSI 77

Key Metrics

P/E (TTM)35.6
P/E (Fwd)28.9
Mkt Cap$5.7B
EV/EBITDA21.6
Profit Mgn15.1%
ROE12.8%
Rev Growth11.2%
Beta0.81
Dividend0.53%
Rating analysts9

Quality Signals

Piotroski F9/9MoatWideCompounder

Options Flow

P/C1.39bearish
IV33%normal

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.

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About TrendMatrix. TrendMatrix is a publisher of general securities research and market commentary. We publish on a regular schedule. All content is the same for every subscriber in a tier — we do not provide personalized investment advice and we do not take into account any individual subscriber's financial situation, investment objectives, risk tolerance, tax situation, or holdings.

Not investment advice. TrendMatrix is not a registered investment adviser. Our content is for informational and educational purposes only. Consult your own licensed investment adviser, broker, or tax professional before making any investment decision.

Conflicts and positions. The TrendMatrix editorial team frequently holds personal long-term positions in securities discussed. We disclose positions held at the time of publication on each piece. We maintain a trading-window policy: we do not initiate or close positions in the same direction as a TrendMatrix publication within 24 hours before or 72 hours after publication.

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Performance. Past performance is not indicative of future results. Performance figures reflect the published model only and do not reflect any individual subscriber's actual results.

Methodology · Editorial policy & full disclaimer

Rating Breakdown

2 floor-breakers

Priced at a premium — multiples above sector norms. Needs delivery on growth + margins to justify.static

Ev Ebitda
0.0
Peg Ratio
3.1
Pe
3.6
Analyst Target
4.0
Forward Pe
4.2
Ps
6.7
Forward P/E: 28.9xPEG: 3.96

Technicals below the gate floor. Component breakdown shows what dragged the score down.static

Bollinger
0.3
Support Resistance
0.9
52w Position
9.5
GatesA.R:R -0.1=NEGATIVEMomentum 7.1>=5.5Insider activity: OKNo SEC red flagsNEWS BOOST ANALYST 0.35NEWS BOOST ANALYST CLUSTER(4)EARNINGS PROXIMITY 72d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARSuitability: Moderate
RSI
77 · Overbought
20D MA 50D MA 200D MAGOLDEN CROSSSupport $159.34Resistance $181.48

Price Targets

$171
$206
A.Upside-1.0%
A.R:R-0.1:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! Target reached (-1.0% upside)
! Negative risk/reward — downside exceeds upside

Earnings

B
B
B
M
3/4 beats
Next Earnings2026-10-20 (72d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is BCPC stock a buy right now?

Hold if already holding. Not a fresh buy at $179.43, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; Near 52-week high (2.4% away). Chart setup: No clear chart pattern; technical signals are mixed. Maintain position. Not compelling to add more. Target $206.34 (+15.0%), stop $170.87 (−5.0%), A.R:R -0.1:1. Score 6.1/10, moderate confidence.

What is the BCPC stock price target?

Take-profit target: $206.34 (-1.0% upside). Target $206.34 (+15.0%), stop $170.87 (−5.0%), A.R:R -0.1:1. Stop-loss: $170.87.

What are the risks of investing in BCPC?

Analyst target reached - limited upside remaining; Near 52-week high (2.4% away); Euphoria warning: extreme positivity (+1.00) + overbought RSI 77.

Is BCPC overvalued or undervalued?

Balchem Corporation trades at a P/E of 35.6 (forward 28.9). TrendMatrix value score: 3.6/10. Verdict: Hold.

What do analysts say about BCPC?

9 analysts cover BCPC with a consensus score of 4.0/5. Average price target: $209.

What does Balchem Corporation do?We develop, manufacture, distribute and market specialty performance ingredients and products for the nutritional,...

We develop, manufacture, distribute and market specialty performance ingredients and products for the nutritional, food, pharmaceutical, animal health, plant nutrition, sterilization, fumigation, and industrial markets. Our three reportable segments are strategic businesses that offer products and services to different markets: Human Nutrition and Health, Animal Nutrition and Health, and Specialty Products.

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