Balchem Corporation (BCPC)vsEcolab Inc (ECL)
BCPC
Balchem Corporation
$164.39
-1.37%
BASIC MATERIALS · Cap: $5.44B
ECL
Ecolab Inc
$276.18
+1.69%
BASIC MATERIALS · Cap: $80.38B
Smart Verdict
WallStSmart Research — data-driven comparison
Ecolab Inc generates 1451% more annual revenue ($16.84B vs $1.09B). BCPC leads profitability with a 15.1% profit margin vs 12.6%. ECL appears more attractively valued with a PEG of 2.95. BCPC earns a higher WallStSmart Score of 58/100 (C).
BCPC
Buy58
out of 100
Grade: C
ECL
Buy53
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-38.1%
Fair Value
$129.34
Current Price
$164.39
$35.05 premium
Intrinsic value data unavailable for ECL.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Strong operational efficiency at 20.8%
Large-cap with strong market position
Every $100 of equity generates 21 in profit
Areas to Watch
Premium valuation, high expectations priced in
Expensive relative to growth rate
Premium valuation, high expectations priced in
3.3% earnings growth
Elevated debt levels
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : BCPC
The strongest argument for BCPC centers on Altman Z-Score, Debt/Equity, Operating Margin. Profitability is solid with margins at 15.1% and operating margin at 20.8%. Revenue growth of 11.2% demonstrates continued momentum.
Bull Case : ECL
The strongest argument for ECL centers on Market Cap, Return on Equity.
Bear Case : BCPC
The primary concerns for BCPC are P/E Ratio, PEG Ratio.
Bear Case : ECL
The primary concerns for ECL are P/E Ratio, EPS Growth, Debt/Equity.
Key Dynamics to Monitor
BCPC profiles as a mature stock while ECL is a value play — different risk/reward profiles.
ECL carries more volatility with a beta of 0.89 — expect wider price swings.
BCPC is growing revenue faster at 11.2% — sustainability is the question.
ECL generates stronger free cash flow (489M), providing more financial flexibility.
Bottom Line
BCPC scores higher overall (58/100 vs 53/100), backed by strong 15.1% margins and 11.2% revenue growth. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Balchem Corporation
BASIC MATERIALS · SPECIALTY CHEMICALS · USA
Balchem Corporation develops, manufactures, and markets specialty ingredients and performance products for the nutritional, food, pharmaceutical, animal health, medical device sterilization, plant nutrition, and industrial markets in the United States and internationally. The company is headquartered in New Hampton, New York.
Ecolab Inc
BASIC MATERIALS · SPECIALTY CHEMICALS · USA
Ecolab Inc., headquartered in St. Paul, Minnesota, is an American corporation that develops and offers services, technology and systems that specialize in water treatment, purification, cleaning and hygiene in a wide variety of applications. It helps organizations both private market as well as public treat their water, not only for drinking directly, but also for use in food, healthcare, hospitality related safety and industry.
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