Phibro Animal Health Corporation Class A Common Stock (PAHC)

FairStock Score: 60/100 — STEADY

Key Financials

AI Analysis

AI-generated, general educational analysis — not personal investment advice.

I look for businesses that earn good returns on capital, convert those earnings into cash, and sell at a sensible price. Phibro is a global animal-health and mineral-nutrition supplier, serving poultry, swine, cattle, aquaculture, and companion animals. The filed figures show real improvement: in fiscal 2026, the year ended 2026-06-30, revenue was $1.5B, net income was $99.7M, and diluted EPS was $2.43. That compares with net income of $48.3M and diluted EPS of $1.19 in fiscal 2025, the year ended 2025-06-30. In fiscal Q3 2026, the quarter ended 2026-03-31, revenue was $383.5M, net income $24.0M, and diluted EPS $0.59, versus $347.8M, $20.9M, and $0.51 in fiscal Q3 2025, the quarter ended 2025-03-31. FairStock’s Lynch category is STALWART, with profit growth of 12.9% a year and revenue growth of 12.7% over five years. But quality is mixed. FairStock’s ROE is 29.72%, yet ROCE is only 8.48% and debt-to-equity is 2.06, so leverage is flattering the equity return. Trailing free cash flow is just $9.9M, a 0.7% FCF yield, which is poor against $99.7M of fiscal 2026 net income. The FairStock Piotroski score is 6/9, the Altman Z-score is 2.01, and the FairStock Score is 60/100. On October 13, 2026, the shares closed at $36.81. FairStock’s P/E is 15.15 and PEG 0.58, but its Graham Number is $22.79, giving a negative margin of safety of 61.52%. I see a decent, growing specialty supplier, not a wide-moat bargain. The price already assumes the profit recovery persists and cash flow improves.

In plain English: Phibro Animal Health makes medicines and nutrition products for farm animals and pets. The business has been growing profits and earns a high return on shareholders' money, but it uses a lot of debt and produces very little spare cash relative to its size. At $36.81, the stock looks more expensive than a simple value check suggests, even though some growth measures look reasonable.

The full AI analysis, bull and bear case and key monitorables are in FairStock Pro.

Data as of 2026-10-13 close · note generated 2026-10-15 · model deepseek-flash

Sources (SEC EDGAR): fiscal Q3 2026 10-Q (period ended 2026-03-31) · fiscal Q2 2026 10-Q (period ended 2025-12-31) · fiscal Q1 2026 10-Q (period ended 2025-09-30) · fiscal Q3 2025 10-Q (period ended 2025-03-31) · FY2026 10-K (period ended 2026-06-30) · FY2025 10-K (period ended 2025-06-30) · FY2024 10-K (period ended 2024-06-30)

Fundamentals from company filings and market-data providers; prices are end-of-day, not real-time. AI-generated analysis is general and educational — not personal investment advice. Scoring methodology · Score test · Disclaimer