Balchem Stock Z Score

BCPC Stock

USD 150.40 2.92 1.90%

Altman Z Score is one of the simplest fundamental models to determine how likely your company is to fail. The module uses available fundamental data of a given equity to approximate the Altman Z score. Altman Z Score is determined by evaluating five fundamental price points available from the company's current public disclosure documents. Check out Balchem Piotroski F Score and Balchem Valuation analysis.

For information on how to trade Balchem Stock refer to our How to Trade Balchem Stock guide.

At present, Balchem's Change In Working Capital is projected to increase significantly based on the last few years of reporting. The current year's Capital Expenditures is expected to grow to about 39.8 M, whereas Capital Surpluse is forecasted to decline to about 135.9 M. At present, Balchem's Interest Expense is projected to increase significantly based on the last few years of reporting. The current year's Selling General Administrative is expected to grow to about 56.1 M, whereas Total Other Income Expense Net is projected to grow to (38.8 M).

Balchem Company Z Score Analysis

Balchem's Z-Score is a simple linear, multi-factor model that measures the financial health and economic stability of a company. The score is used to predict the probability of a firm going into bankruptcy within next 24 months or two fiscal years from the day stated on the accounting statements used to calculate it. The model uses five fundamental business ratios that are weighted according to algorithm of Professor Edward Altman who developed it in the late 1960s at New York University..

Z Score

Sum Of

5 Factors

More About Z Score | All Equity Analysis

First Factor

1.2 * (

Working Capital

/

Total Assets )

Second Factor

1.4 * (

Retained Earnings

/

Total Assets )

Thrid Factor

3.3 * (

EBITAD

/

Total Assets )

Fouth Factor

0.6 * (

Market Value of Equity

/

Total Liabilities )

Fifth Factor

0.99 * (

Revenue

/

Total Assets )

Balchem Z Score Driver Correlations

Understanding the fundamental principles of building solid financial models for Balchem is extremely important. It helps to project a fair market value of Balchem Stock properly, considering its historical fundamentals such as Z Score. Since Balchem's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Balchem's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Balchem's interrelated accounts and indicators.

	Total Assets	Total Stockholder Equity	Net Debt	Retained Earnings	Net Receivables	Total Liab	Total Current Assets	Short Term Debt	Accounts Payable	Intangible Assets	Common Stock	Treasury Stock	Property Plant Equipment	Current Deferred Revenue	Long Term Debt	Good Will	Net Tangible Assets	Long Term Debt Total	Capital Surpluse	Deferred Long Term Liab	Short Long Term Debt	Long Term Investments	Net Invested Capital	Net Working Capital	Capital Stock
Total Assets		0.97	0.77	0.96	0.97	0.93	0.78	-0.28	0.92	0.93	0.48	-0.54	0.99	0.61	0.85	0.99	-0.07	0.55	0.78	0.73	-0.55	-0.5	0.37	0.8	-0.41
Total Stockholder Equity	0.97		0.6	1.0	0.97	0.81	0.85	-0.38	0.92	0.81	0.48	-0.58	0.98	0.68	0.7	0.94	0.14	0.4	0.79	0.65	-0.57	-0.51	0.29	0.87	-0.42
Net Debt	0.77	0.6		0.59	0.67	0.93	0.27	-0.06	0.61	0.94	0.2	-0.3	0.71	0.3	0.96	0.82	-0.59	0.76	0.57	0.73	-0.35	-0.3	0.48	0.42	-0.26
Retained Earnings	0.96	1.0	0.59		0.96	0.81	0.85	-0.42	0.94	0.8	0.44	-0.59	0.98	0.7	0.69	0.94	0.17	0.35	0.74	0.63	-0.6	-0.55	0.31	0.89	-0.44
Net Receivables	0.97	0.97	0.67	0.96		0.86	0.82	-0.3	0.95	0.86	0.55	-0.5	0.97	0.6	0.76	0.95	0.0	0.49	0.81	0.75	-0.47	-0.39	0.24	0.82	-0.35
Total Liab	0.93	0.81	0.93	0.81	0.86		0.6	-0.1	0.8	0.99	0.41	-0.42	0.88	0.43	0.98	0.94	-0.38	0.7	0.67	0.76	-0.45	-0.44	0.45	0.62	-0.34
Total Current Assets	0.78	0.85	0.27	0.85	0.82	0.6		-0.16	0.8	0.57	0.68	-0.44	0.76	0.49	0.48	0.69	0.3	0.17	0.55	0.42	-0.41	-0.43	0.18	0.73	-0.31
Short Term Debt	-0.28	-0.38	-0.06	-0.42	-0.3	-0.1	-0.16		-0.37	-0.09	0.24	0.61	-0.34	-0.86	-0.06	-0.32	-0.51	0.22	-0.23	-0.14	0.23	0.25	-0.13	-0.7	0.14
Accounts Payable	0.92	0.92	0.61	0.94	0.95	0.8	0.8	-0.37		0.78	0.4	-0.54	0.92	0.6	0.7	0.9	0.06	0.34	0.65	0.7	-0.54	-0.5	0.19	0.82	-0.4
Intangible Assets	0.93	0.81	0.94	0.8	0.86	0.99	0.57	-0.09	0.78		0.43	-0.4	0.88	0.4	0.98	0.94	-0.41	0.74	0.7	0.78	-0.46	-0.42	0.47	0.59	-0.35
Common Stock	0.48	0.48	0.2	0.44	0.55	0.41	0.68	0.24	0.4	0.43		-0.1	0.44	0.06	0.36	0.39	-0.12	0.43	0.54	0.42	0.13	0.14	0.04	0.25	0.2
Treasury Stock	-0.54	-0.58	-0.3	-0.59	-0.5	-0.42	-0.44	0.61	-0.54	-0.4	-0.1		-0.56	-0.71	-0.38	-0.54	-0.24	-0.22	-0.53	-0.41	0.21	0.36	-0.2	-0.76	0.13
Property Plant Equipment	0.99	0.98	0.71	0.98	0.97	0.88	0.76	-0.34	0.92	0.88	0.44	-0.56		0.66	0.78	0.98	-0.01	0.52	0.82	0.7	-0.57	-0.51	0.3	0.82	-0.42
Current Deferred Revenue	0.61	0.68	0.3	0.7	0.6	0.43	0.49	-0.86	0.6	0.4	0.06	-0.71	0.66		0.36	0.62	0.39	0.08	0.54	0.25	-0.34	-0.34	0.19	0.89	-0.24
Long Term Debt	0.85	0.7	0.96	0.69	0.76	0.98	0.48	-0.06	0.7	0.98	0.36	-0.38	0.78	0.36		0.87	-0.48	0.72	0.6	0.73	-0.37	-0.36	0.53	0.53	-0.28
Good Will	0.99	0.94	0.82	0.94	0.95	0.94	0.69	-0.32	0.9	0.94	0.39	-0.54	0.98	0.62	0.87		-0.13	0.58	0.79	0.75	-0.55	-0.49	0.38	0.79	-0.4
Net Tangible Assets	-0.07	0.14	-0.59	0.17	0.0	-0.38	0.3	-0.51	0.06	-0.41	-0.12	-0.24	-0.01	0.39	-0.48	-0.13		-0.76	-0.1	-0.31	-0.07	-0.12	-0.03	0.4	0.01
Long Term Debt Total	0.55	0.4	0.76	0.35	0.49	0.7	0.17	0.22	0.34	0.74	0.43	-0.22	0.52	0.08	0.72	0.58	-0.76		0.68	0.64	-0.07	-0.02	0.07	0.15	-0.07
Capital Surpluse	0.78	0.79	0.57	0.74	0.81	0.67	0.55	-0.23	0.65	0.7	0.54	-0.53	0.82	0.54	0.6	0.79	-0.1	0.68		0.69	-0.16	-0.05	0.11	0.64	-0.07
Deferred Long Term Liab	0.73	0.65	0.73	0.63	0.75	0.76	0.42	-0.14	0.7	0.78	0.42	-0.41	0.7	0.25	0.73	0.75	-0.31	0.64	0.69		-0.19	-0.17	0.28	0.51	-0.03
Short Long Term Debt	-0.55	-0.57	-0.35	-0.6	-0.47	-0.45	-0.41	0.23	-0.54	-0.46	0.13	0.21	-0.57	-0.34	-0.37	-0.55	-0.07	-0.07	-0.16	-0.19		0.9	-0.33	-0.39	0.89
Long Term Investments	-0.5	-0.51	-0.3	-0.55	-0.39	-0.44	-0.43	0.25	-0.5	-0.42	0.14	0.36	-0.51	-0.34	-0.36	-0.49	-0.12	-0.02	-0.05	-0.17	0.9		-0.34	-0.42	0.76
Net Invested Capital	0.37	0.29	0.48	0.31	0.24	0.45	0.18	-0.13	0.19	0.47	0.04	-0.2	0.3	0.19	0.53	0.38	-0.03	0.07	0.11	0.28	-0.33	-0.34		0.24	-0.13
Net Working Capital	0.8	0.87	0.42	0.89	0.82	0.62	0.73	-0.7	0.82	0.59	0.25	-0.76	0.82	0.89	0.53	0.79	0.4	0.15	0.64	0.51	-0.39	-0.42	0.24		-0.29
Capital Stock	-0.41	-0.42	-0.26	-0.44	-0.35	-0.34	-0.31	0.14	-0.4	-0.35	0.2	0.13	-0.42	-0.24	-0.28	-0.4	0.01	-0.07	-0.07	-0.03	0.89	0.76	-0.13	-0.29

Click cells to compare fundamentals

To calculate a Z-Score, one would need to know a company's current working capital, its total assets and liabilities, and the amount of its latest earnings as well as earnings before interest and tax. Z-Scores can be used to compare the odds of bankruptcy of companies in a similar line of business or firms operating in the same industry. Companies with Z-Scores above 3.1 are generally considered to be stable and healthy with a low probability of bankruptcy. Scores that fall between 1.8 and 3.1 lie in a so-called 'grey area,' with scores of less than 1 indicating the highest probability of distress. Z Score is a used widely measure by financial auditors, accountants, money managers, loan processors, wealth advisers, and day traders. In the last 25 years, many financial models that utilize z-scores proved it to be successful as a predictor of corporate bankruptcy.

Competition

Predict Balchem

In accordance with the company's disclosures, Balchem has a Z Score of 0.0. This is 100.0% lower than that of the Chemicals sector and 100.0% lower than that of the Materials industry. The z score for all United States stocks is 100.0% higher than that of the company.

Balchem Institutional Holders

Institutional Holdings refers to the ownership stake in Balchem that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of Balchem's outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing Balchem's value.

		Shares
Ameriprise Financial Inc	2023-12-31	450.4 K
Schroder Investment Management Group	2023-12-31	427.9 K
Jpmorgan Chase & Co	2023-12-31	404.7 K
Northern Trust Corp	2023-12-31	399.8 K
Norges Bank	2023-12-31	351.1 K
Charles Schwab Investment Management Inc	2023-12-31	331.1 K
Stephens Inv Mgmt Group Llc	2023-12-31	328.6 K
Gw&k Investment Management, Llc	2023-12-31	305.3 K
Bank Of New York Mellon Corp	2023-12-31	289.5 K
Blackrock Inc	2023-12-31	5 M
Vanguard Group Inc	2023-12-31	3.8 M

Balchem Fundamentals

	Return On Equity	0.11
	Return On Asset	0.0637
	Profit Margin	0.12 %
	Operating Margin	0.18 %
	Current Valuation	5.14 B
	Shares Outstanding	32.42 M
	Shares Owned By Insiders	0.52 %
	Shares Owned By Institutions	90.76 %
	Number Of Shares Shorted	337.33 K
	Price To Earning	42.37 X
	Price To Book	4.53 X
	Price To Sales	5.17 X
	Revenue	922.44 M
	Gross Profit	280.45 M
	EBITDA	232.51 M
	Net Income	108.54 M
	Cash And Equivalents	58.1 M
	Cash Per Share	1.81 X
	Total Debt	330.33 M
	Debt To Equity	0.53 %
	Current Ratio	2.59 X
	Book Value Per Share	33.27 X
	Cash Flow From Operations	183.76 M
	Short Ratio	3.46 X
	Earnings Per Share	3.53 X
	Price To Earnings To Growth	4.46 X
	Target Price	154.33
	Number Of Employees	1.3 K
	Beta	0.7
	Market Capitalization	4.88 B
	Total Asset	1.63 B
	Retained Earnings	897.49 M
	Working Capital	165.75 M
	Current Asset	198.83 M
	Current Liabilities	81.12 M
	Annual Yield	0.01 %
	Five Year Return	0.48 %
	Net Asset	1.63 B
	Last Dividend Paid	0.79

About Balchem Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Balchem's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Balchem using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Balchem based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.

Please read more on our fundamental analysis page.

Pair Trading with Balchem

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Balchem position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Balchem will appreciate offsetting losses from the drop in the long position's value.

Moving together with Balchem Stock

0.79

DNMR

Danimer Scientific Financial Report 8th of May 2024

Pair Corr

The ability to find closely correlated positions to Balchem could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Balchem when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Balchem - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Balchem to buy it.

The correlation of Balchem is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Balchem moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Balchem moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.

Correlation analysis and pair trading evaluation for Balchem can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.

Pair Correlation Correlation Matching

When determining whether Balchem offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Balchem's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Balchem Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Balchem Stock:

How To Invest In Balchem

Details

Is Balchem Stock a good investment?

Details

What is Balchem's Net Worth?

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Largest Specialty Chemicals Companies

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Largest Basic Materials Companies

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Check out Balchem Piotroski F Score and Balchem Valuation analysis.

For information on how to trade Balchem Stock refer to our How to Trade Balchem Stock guide.

You can also try the Funds Screener module to find actively-traded funds from around the world traded on over 30 global exchanges.

Complementary Tools for Balchem Stock analysis

When running Balchem's price analysis, check to measure Balchem's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Balchem is operating at the current time. Most of Balchem's value examination focuses on studying past and present price action to predict the probability of Balchem's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Balchem's price. Additionally, you may evaluate how the addition of Balchem to your portfolios can decrease your overall portfolio volatility.

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Is Balchem's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Balchem. If investors know Balchem will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Balchem listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.

Quarterly Earnings Growth

0.271

Dividend Share

0.79

Earnings Share

3.53

Revenue Per Share

28.912

Quarterly Revenue Growth

0.031

The market value of Balchem is measured differently than its book value, which is the value of Balchem that is recorded on the company's balance sheet. Investors also form their own opinion of Balchem's value that differs from its market value or its book value, called intrinsic value, which is Balchem's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Balchem's market value can be influenced by many factors that don't directly affect Balchem's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.

Please note, there is a significant difference between Balchem's value and its price as these two are different measures arrived at by different means. Investors typically determine if Balchem is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Balchem's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

Macroaxis helps investors of all levels and skills to maximize the upside of all their holdings and minimize the risk associated with market volatility, economic swings, and company-specific events. View terms and conditions

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Balchem Stock Z Score

Balchem Company Z Score Analysis

Z Score

Sum Of

5 Factors

First Factor

1.2 * (

Working Capital

/

Total Assets )

Second Factor

1.4 * (

Retained Earnings

/

Total Assets )

Thrid Factor

3.3 * (

EBITAD

/

Total Assets )

Fouth Factor

0.6 * (

Market Value of Equity

/

Total Liabilities )

Fifth Factor

0.99 * (

Revenue

/

Total Assets )

Balchem Z Score Driver Correlations

Balchem Institutional Holders

Balchem Fundamentals

About Balchem Fundamental Analysis

Pair Trading with Balchem

Moving together with Balchem Stock

Complementary Tools for Balchem Stock analysis

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