Reading the tape
NASDAQ: PAHC
Phibro Animal Health Corporation
Healthcare · Drug Manufacturers - Specialty & Generic
Market Cap
$2.29B
52w High
$60.08
52w Low
$18.89
P/E
24.85
Volume
59.10K
Outstanding Shares
40.53M
Price vs Fundamentals
Why The Stock Is Moving
Optimism is getting priced inModerate confidence
Note: The most recent financial data is over 3 months old. Metrics shown may not reflect the latest reporting period.
1Y Price: 186.58%Revenue (TTM): 32.39%FCF (TTM): 208.53%P/FCF: 75th pct
What changed
The stock rose 186.58% over the last year. Revenue grew 32.39% over the trailing twelve months. Operating margin moved from 7.37% to 11.58%. Free cash flow grew 208.53% over the trailing twelve months.
What the market seems to be pricing
The stock is trading toward the richer end of its historical P/FCF range (75th percentile) while business metrics are improving. More of the upside is already embedded in the multiple now.
What would invalidate this read
Operating margin is at 11.58% — continued expansion would be needed to justify the premium. Revenue growth of 32.39% is encouraging, but any deceleration puts the stretched multiple at risk. This read changes if revenue, margins, and cash flow continue to improve faster than expected — in that case the richer multiple could still prove conservative.
Company profile
Phibro Animal Health Corporation develops, manufactures, and supplies a range of animal health and mineral nutrition products for livestock primarily in the United States.
CEOJack Clifford Bendheim
SectorHealthcare
IndustryDrug Manufacturers - Specialty & Generic
Employees1,940
IPO dateApr 11, 2014
Valuation
Forward P/E—
EV/EBITDA11.77
Enterprise value$1.73B
Stock splits
No stock splits recorded for this ticker.
Profitability & growth
Revenue growth20.9%
Gross margin31.89%▲0.29%vs FY2024
Operating margin11.58%▲62.67%vs FY2024
ROE16.89%▲1694.61%vs FY2024
Analyst consensus
RatingBuy
Target price$49.00▼13.21%
6
Buy
3
Hold
4
Sell
Analyst ratings tend to be lagging indicators. Use as one signal among many.
Earnings
Full quarter-by-quarter history of actuals vs estimates. Switch into compare mode to inspect one metric year-over-year.
Next report
May 6, 2026
Q2 FY26 · EPS est $0.72 · Revenue est $367.02M
View
Dividends
$0.48/shareQuarterlyDividend Achiever · 10yrSafePAHC pays a dividend with a 0.85% dividend yield, 10 consecutive years of growth, covered 2.2× by free cash flow.
Dividend Yield
0.85%
Annual Div / Share
$0.48
5yr CAGR
+0%
Payout Ratio
21.13%
Safe
Dividend Growth Rate
3yr CAGR
+0%
5yr CAGR
+0%
10yr CAGR
+1.84%
Dividend Safety
10/10Safe
Dividend History
Annualized dividend cycles per share
YearAnnual DivYoY
2025$0.48+0.0%
2024$0.48+0.0%
2023$0.48+0.0%
2022$0.48+0.0%
2021$0.48+0.0%
2020$0.48+0.0%
2019$0.48+9.1%
Income Projection
Invest
$
Growth rate:
Reinvest dividends
Today
$9/yr
$1/mo
In 5 yrs
$9/yr
$1/mo
In 10 yrs
$9/yr
$1/mo
| Today | In 5 yrs | In 10 yrs |
|---|---|---|
$9/yr $1/mo | $9/yr $1/mo | $9/yr $1/mo |
Analysis
Dividend Strengths
Dividend Achiever
PAHC has raised its dividend for 10 consecutive years — qualifying as a Dividend Achiever, demonstrating long-term commitment to shareholder income.
Well-covered by free cash flow
The dividend is covered 2.2× by free cash flow, indicating the company generates sufficient cash to sustain and potentially grow the payout without straining its finances.
Risks to Watch
No strong risk signal stands out from the latest period pair.