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Cabaletta Bio, Inc. (CABA) Stock Fundamental Analysis & AI Rating 2026

CABA Nasdaq Biological Products, (No Diagnostic Substances) DE CIK: 0001759138
Updated This Month • Analysis: Mar 21, 2026 • SEC Data: 2025-09-30
Combined AI Rating
SELL
87% Confidence
AGREEMENT
STRONG SELL
92% Conf
SELL
82% Conf

📊 CABA Key Takeaways

Revenue: N/A
Net Margin: N/A
Free Cash Flow: $-96.8M
Current Ratio: 3.60x
Debt/Equity: 0.00x
EPS: $-1.75
AI Rating: STRONG SELL with 92% confidence
Cabaletta Bio, Inc. (CABA) receives a SELL rating with 87% confidence from our AI fundamental analysis based on SEC 10-K filings., and return on equity (ROE) of -90.3% Below is our complete CABA stock analysis for 2026.

Is Cabaletta Bio, Inc. (CABA) a Good Investment?

Claude

Cabaletta Bio is a pre-revenue biotech company with severe cash burn and negative profitability metrics, losing $125.9M annually with an operating cash outflow of $95.7M. While the company maintains adequate liquidity with $60.2M in cash and a 3.60x current ratio, the burn rate at current levels suggests less than 18 months of runway without additional funding or operational changes. The absence of revenue combined with deteriorating unit economics (negative ROE of -90.3% and ROA of -66.4%) indicates the company remains in early clinical/development stages with substantial execution risk.

ChatGPT

Cabaletta Bio remains a pre-revenue biotech with deeply negative operating income, net income, and free cash flow, so the fundamentals are still driven by capital consumption rather than self-sustaining business performance. The balance sheet is helped by solid near-term liquidity and no long-term debt, but cash of $60.21M against operating cash burn of $95.74M suggests meaningful financing risk unless spending falls materially or clinical progress supports new funding on acceptable terms.

Why Buy Cabaletta Bio, Inc. Stock? CABA Key Strengths

Claude
  • + Adequate near-term liquidity with $60.2M cash and 3.60x current ratio providing runway for operations
  • + Conservative balance sheet with zero long-term debt and low leverage (0.00x debt/equity ratio)
  • + Significant shareholder equity base of $139.5M suggesting prior capital raises and investor backing
ChatGPT
  • + Strong liquidity ratios at 3.60x current and quick ratio support near-term operations
  • + No long-term debt and 0.00x debt/equity reduce balance-sheet leverage risk
  • + Positive equity base of $139.47M provides some financial cushion relative to liabilities

CABA Stock Risks: Cabaletta Bio, Inc. Investment Risks

Claude
  • ! Pre-revenue company with $125.9M net losses and $95.7M annual operating cash burn indicating unsustainable economics without clinical/commercial success
  • ! Less than 18 months of cash runway at current burn rate, necessitating additional capital raise or dramatic operational improvements
  • ! Early stage biotech with no revenue generation and uncertain path to profitability; high probability of total capital loss if pipeline assets fail in development
ChatGPT
  • ! No revenue base means business quality depends entirely on pipeline execution rather than commercial fundamentals
  • ! Large operating loss of $129.63M and negative free cash flow of $96.76M indicate heavy ongoing cash burn
  • ! Cash and equivalents of $60.21M appear limited relative to annual operating cash outflow, raising dilution or capital-raise risk

Key Metrics to Watch

Claude
  • * Operating cash burn rate and runway to profitability or next funding milestone
  • * Clinical trial progression and regulatory pathway status for lead candidates
  • * Quarterly cash position changes and any announcement of financing activities or partnerships
ChatGPT
  • * Quarterly operating cash burn relative to cash and equivalents
  • * Pipeline-driven revenue emergence or major reduction in operating losses

Cabaletta Bio, Inc. (CABA) Financial Metrics & Key Ratios

Revenue
N/A
Net Income
$-125.9M
EPS (Diluted)
$-1.75
Free Cash Flow
$-96.8M
Total Assets
$189.8M
Cash Position
$60.2M

💡 AI Analyst Insight

Strong liquidity with a 3.60x current ratio provides a solid financial cushion.

CABA Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin N/A
Net Margin N/A
ROE -90.3%
ROA -66.4%
FCF Margin N/A

CABA vs Healthcare Sector: How Cabaletta Bio, Inc. Compares

How Cabaletta Bio, Inc. compares to Healthcare sector averages

Net Margin
CABA 0.0%
vs
Sector Avg 12.0%
CABA Sector
ROE
CABA -90.3%
vs
Sector Avg 15.0%
CABA Sector
Current Ratio
CABA 3.6x
vs
Sector Avg 2.0x
CABA Sector
Debt/Equity
CABA 0.0x
vs
Sector Avg 0.6x
CABA Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Cabaletta Bio, Inc. Stock Overvalued? CABA Valuation Analysis 2026

Based on fundamental analysis, Cabaletta Bio, Inc. has mixed fundamental signals relative to the Healthcare sector in 2026.

Return on Equity
-90.3%
Sector avg: 15%
Net Profit Margin
N/A
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.00x
Sector avg: 0.6x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Cabaletta Bio, Inc. Balance Sheet: CABA Debt, Cash & Liquidity

Current Ratio
3.60x
Quick Ratio
3.60x
Debt/Equity
0.00x
Debt/Assets
26.5%
Interest Coverage
-89.46x
Long-term Debt
N/A

CABA Revenue & Earnings Growth: 5-Year Financial Trend

CABA 5-year financial data:
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Cabaletta Bio, Inc.'s revenue has remained relatively flat over the 5-year period, with a 0% decline. The most recent EPS of $-2.34 indicates the company is currently unprofitable.

CABA Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
N/A
Free cash flow / Revenue

Cabaletta Bio, Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
-$95.7M
Cash generated from operations
Capital Expenditures
$1.0M
Investment in assets
Dividends
None
No dividend program

CABA SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Cabaletta Bio, Inc. (CIK: 0001759138)

📋 Recent SEC Filings

Date Form Document Action
Mar 23, 2026 10-K caba-20251231.htm View →
Mar 23, 2026 8-K caba-20260323.htm View →
Mar 2, 2026 4 xslF345X05/ownership.xml View →
Mar 2, 2026 4 xslF345X05/ownership.xml View →
Mar 2, 2026 4 xslF345X05/ownership.xml View →

Frequently Asked Questions about CABA

What is the AI rating for CABA?

Cabaletta Bio, Inc. (CABA) has a Combined AI Rating of SELL from Claude (STRONG SELL) and ChatGPT (SELL) with 87% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are CABA's key strengths?

Claude: Adequate near-term liquidity with $60.2M cash and 3.60x current ratio providing runway for operations. Conservative balance sheet with zero long-term debt and low leverage (0.00x debt/equity ratio). ChatGPT: Strong liquidity ratios at 3.60x current and quick ratio support near-term operations. No long-term debt and 0.00x debt/equity reduce balance-sheet leverage risk.

What are the risks of investing in CABA?

Claude: Pre-revenue company with $125.9M net losses and $95.7M annual operating cash burn indicating unsustainable economics without clinical/commercial success. Less than 18 months of cash runway at current burn rate, necessitating additional capital raise or dramatic operational improvements. ChatGPT: No revenue base means business quality depends entirely on pipeline execution rather than commercial fundamentals. Large operating loss of $129.63M and negative free cash flow of $96.76M indicate heavy ongoing cash burn.

What is CABA's revenue and growth?

Cabaletta Bio, Inc. reported revenue of N/A.

Does CABA pay dividends?

Cabaletta Bio, Inc. does not currently pay dividends.

Where can I find CABA SEC filings?

Official SEC filings for Cabaletta Bio, Inc. (CIK: 0001759138) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is CABA's EPS?

Cabaletta Bio, Inc. has a diluted EPS of $-1.75.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is CABA a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Cabaletta Bio, Inc. has a SELL rating with 87% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is CABA stock overvalued or undervalued?

Valuation metrics for CABA: ROE of -90.3% (sector avg: 15%), net margin of N/A (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

Should I buy CABA stock in 2026?

Our dual AI analysis gives Cabaletta Bio, Inc. a combined SELL rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is CABA's free cash flow?

Cabaletta Bio, Inc.'s operating cash flow is $-95.7M, with capital expenditures of $1.0M.

How does CABA compare to other Healthcare stocks?

Vs Healthcare sector averages: Net margin N/A (avg: 12%), ROE -90.3% (avg: 15%), current ratio 3.60 (avg: 2).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Mar 21, 2026 | Data as of: 2025-09-30 | Powered by Claude AI