Phibro Animal Health (PAHC)
NASDAQHealth CareDrug Manufacturers - Specialty & GenericSnapshot 2026-09-04
$38.25-0.86%
Close 2026-09-04 · 1-day change
NASDAQHealth CareDrug Manufacturers - Specialty & GenericSnapshot 2026-09-04
Research Workspace
Put PAHC beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Pharmaceuticals is in expansion. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisRevenue is growing steadily — about 17% over the past year.
View GrowthManagement screens strong on capital allocation, earnings delivery, margins, market reaction to earnings.
View ManagementExpectations look high — the market is pricing in about 18% growth a year, above the roughly 4% analysts expect, leaving little room for error.
View ValuationThis stock is volatile — it swings about 2% on a typical day and fell roughly 52% in its worst 12-month stretch.
View RiskPhibro Animal Health's growth trajectory relies on strong revenue growth and recent earnings beats. Revenue grew 5% year over year, and the last quarter beat expectations by 18%. It trades at 12× P/E versus a peer median of 16×, indicating the market prices in more growth than forecasted. The miss probability for the next quarter is 24%. If PAHC cuts guidance after recently raising it, that could damage credibility and lead to a stock decline. Peer multiples imply a price about 18% below where it trades. This read is provisional.
Trailing returns as of 2026-09-04. PAHC is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 5 analysts currently covering PAHC (as of Sep 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
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Compare PAHC with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| PAHC Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 12 valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Pharmaceuticals — fair value, gap to price, and forward P/E.
Compare the value case
Put PAHC next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Acquisition enhances growth and operational capabilities.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-04. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Bottom 25% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Increase revenue growth
Strong earnings and guidance support revenue growth objective.
Advances: Increase revenue growth
Strong Q2 results indicate robust revenue growth.
Price target cut indicates potential revenue growth issues.