Intrinsiqq
Phibro Animal Health Corporation logoPhibro Animal Health CorporationPAHC
$38.82+2.21%
Phibro Animal Health Corporation logo

Phibro Animal Health Corporation

PAHC

$38.82

+$0.84 (+2.21%)

⊜ Compare
ProfitabilitySolid marginsGrowthAcceleratingCash FlowThin conversionValuationFairly valued
What stands out

12.81% operating margin is respectable but not wide. ROIC at 14.11%. Suggests the business covers its cost of capital, but doesn't point to a wide moat.

What's changing

Revenue up 17.1% YoY with margins expanding 4.3pp. However, free cash flow softened 76%, worth monitoring whether this is timing or structural.

What deserves caution

Free cash flow declined 76% versus the prior year, cash generation momentum has weakened. Net debt of $707M represents 71.6x FCF, leverage limits flexibility.

Valuation context

16.0x earnings, 161.2x FCF. Valuation is in a reasonable range. The main question is whether the business can re-accelerate or if current trajectory is already priced in.

Price History

+0.6%

Valuation & Multiples

Based on TTM earnings · Diluted shares

Market Cap$1.59B
EPS$2.43
P/E15.98
P/FCF161.18
EV/EBITDA11.41
FCF Yield0.6%
Div. Yield1.22%
Net Debt/FCF71.6x
52-Week Range
$28.52$59.58

Profitability & Returns

Revenue (TTM)

$1.52B

▲ +17.1% YoY

Net Income (TTM)

$100M

▲ +106.6% YoY

Op. Margin

12.81%

▲ +4.3pp YoY

ROIC

14.11%

▲ +3.1pp YoY

Cash Flow & Balance Sheet

FCF (TTM)

$10M

▼ -76.4% YoY

Op. Cash Flow (TTM)

$69M

▼ -13.9% YoY

Net Debt

$707M

Cash & Equiv.

$82M

5Y CAGR: +12.7%

5Y CAGR: -12.3%

Continue Research

SourceComputed from the 10-Q filed 26 Aug 2026, covering the period ending 30 Jun 2026, as reported to the SEC. Data last refreshed 2 Oct 2026. How this is calculated.

Price from market data, last close as of 16 Oct 2026. Fiscal year ends Jun. Sector medians are approximate S&P 500 benchmarks and update periodically.

Is Phibro Animal Health (PAHC) overvalued?

At a P/E of 16.0 and a price-to-free-cash-flow of 161.2, Phibro Animal Health (PAHC) trades above a two-stage DCF intrinsic value of about $-13.08 per share, so at $38.82 the stock looks overvalued (133.7% above estimated intrinsic value). A high multiple is not the same as overvalued: fast-growing, high-quality businesses can deserve a premium. See the general approach in how to tell if a stock is overvalued.

On quality, Phibro Animal Health scores 57/100 on Intrinsiqq's quality scorecard (a mixed business on these measures), weighing growth, margins, returns on capital, share count, and balance-sheet strength. It currently yields about 1.2%; see dividend safety for coverage and history. All figures are computed from SEC filings; read the full methodology, or see how the market compares in our US profitability statistics. This is analysis, not investment advice.

Frequently asked

What is Phibro Animal Health's fair value?+

Intrinsiqq's two-stage DCF estimates an intrinsic value of about $-13.08 per share for PAHC, projecting its recent free cash flow forward with a growth rate that fades toward a long-run rate and discounting it back to today. Applying a 25% margin of safety gives a more conservative fair-value entry around $-9.81. At today's $38.82, that puts the stock about 133.7% above estimated intrinsic value. The result is sensitive to the growth and discount-rate inputs, so it is best to run conservative, base and optimistic cases. You can adjust all of them yourself with the sliders on the DCF tab.

Is Phibro Animal Health a high-quality business?+

Phibro Animal Health scores 57 out of 100 on Intrinsiqq's quality score, a weighted blend of 8 metrics each scored 0 to 100, which makes it a mixed business on these measures. Recent fundamentals include a 12.8% operating margin and a 14.1% return on invested capital. The score weighs revenue and free-cash-flow growth, operating margins, return on invested capital, share-count change, and balance-sheet strength, all computed from SEC filings, not opinion. Because valuation only means something relative to quality, the full metric-by-metric breakdown is on the quality scorecard.

Does Phibro Animal Health (PAHC) pay a dividend, and how much?+

Yes, Phibro Animal Health pays a regular dividend of about $0.48 per share per year (typically in quarterly installments), a yield of roughly 1.2% at the current price. That is a payout ratio of about 19.5% of earnings, so the dividend is amply covered by earnings. A low headline yield is not the same as a weak dividend: what matters is how well earnings and free cash flow cover the payout and whether it is growing, not the percentage alone. For PAHC's full payout history, growth streak and dividend-safety score, see the dividends tab.

Is Phibro Animal Health a good stock to buy right now?+

That depends on valuation and quality together, not either alone. PAHC currently trades above its estimated intrinsic value and scores 57/100 on quality (mixed). It also yields about 1.2%. A cheap price is only a bargain if the business is durable, and a premium can be justified by genuine quality, so the two questions, "is it cheap?" and "is it good?", only make sense side by side. Read the valuation against the quality scorecard, run the DCF on your own assumptions, and decide for yourself. This is analysis from SEC filings, not investment advice.

Related stocks: Pharmaceutical Preparations

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Data sourced from SEC EDGAR filings and third-party price providers. Scores, valuations, and metrics are algorithmic estimates. This is not investment advice. See our Terms and Methodology.

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Intrinsiqq is a Netherlands-based company operating in Rotterdam, KvK 73238007.