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Cabot Corp. (CBT) Stock Fundamental Analysis & AI Rating 2026

CBT NYSE Miscellaneous Chemical Products DE CIK: 0000016040
Updated This Month • Analysis: Mar 22, 2026 • SEC Data: 2025-12-31
Combined AI Rating
HOLD
69% Confidence
STRONG AGREEMENT
HOLD
62% Conf
HOLD
76% Conf

📊 CBT Key Takeaways

Revenue: $849.0M
Net Margin: 8.6%
Free Cash Flow: $57.0M
Current Ratio: 1.67x
Debt/Equity: 0.54x
EPS: $1.37
AI Rating: HOLD with 62% confidence
Cabot Corp. (CBT) receives a HOLD rating with 69% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $849.0M, net profit margin of 8.6%, and return on equity (ROE) of 4.6%, Cabot Corp. demonstrates mixed fundamentals in the Materials sector. Below is our complete CBT stock analysis for 2026.

Is Cabot Corp. (CBT) a Good Investment?

Claude

Cabot Corp demonstrates solid financial health with strong liquidity (1.67x current ratio) and manageable leverage (0.54x D/E), but faces near-term headwinds from revenue decline (-7% YoY) and compressed EPS growth despite stable net income. The company's modest profitability margins (8.6% net, 15.2% operating) and weak returns on capital (ROA 1.9%, ROE 4.6%) suggest limited growth prospects without operational improvements.

ChatGPT

Cabot shows solid underlying profitability with healthy gross, operating, and net margins, supported by positive free cash flow and manageable leverage. However, the 7.0% revenue decline, modest ROE/ROA, and weaker diluted EPS indicate that earnings quality is not strong enough to fully offset slowing top-line momentum. The fundamentals support financial stability, but growth quality looks mixed rather than clearly accelerating.

Why Buy Cabot Corp. Stock? CBT Key Strengths

Claude
  • + Strong liquidity position with 1.67x current ratio and $230M cash reserves
  • + Healthy interest coverage of 7.2x indicates low default risk and debt servicing capacity
  • + Conservative leverage at 0.54x debt-to-equity with long-term debt manageable relative to asset base
  • + Positive free cash flow generation of $57M despite capex investments
ChatGPT
  • + Solid profitability profile with 24.9% gross margin, 15.2% operating margin, and 8.6% net margin
  • + Healthy balance sheet and liquidity, with a 1.67x current ratio and moderate 0.54x debt-to-equity
  • + Positive free cash flow generation of $57.00M and interest coverage of 7.2x support financial flexibility

CBT Stock Risks: Cabot Corp. Investment Risks

Claude
  • ! Revenue contraction of 7% YoY signals declining demand or market share loss in chemical products sector
  • ! Diluted EPS down 10.4% YoY despite flat net income suggests share dilution and operational pressure
  • ! Weak capital efficiency with ROE at 4.6% and ROA at 1.9% indicates poor returns on shareholder and asset deployment
  • ! Modest free cash flow margin of 6.7% leaves limited cushion for unexpected challenges or growth investments
ChatGPT
  • ! Revenue declined 7.0% year over year, signaling demand or pricing pressure
  • ! Diluted EPS fell 10.4% despite slightly higher net income, pointing to weaker per-share earnings quality
  • ! Low ROE of 4.6% and ROA of 1.9% suggest limited efficiency in converting capital into returns

Key Metrics to Watch

Claude
  • * Revenue trajectory and organic growth rate recovery
  • * Operating margin sustainability and gross margin trends
  • * Free cash flow consistency and conversion rate from operating income
  • * Return on equity improvement and capital allocation efficiency
  • * Debt reduction pace relative to cash flow generation
ChatGPT
  • * Revenue growth and segment volume recovery
  • * Free cash flow conversion and return on equity improvement

Cabot Corp. (CBT) Financial Metrics & Key Ratios

Revenue
$849.0M
Net Income
$73.0M
EPS (Diluted)
$1.37
Free Cash Flow
$57.0M
Total Assets
$3.8B
Cash Position
$230.0M

💡 AI Analyst Insight

Cabot Corp. presents a mixed fundamental picture. Review the detailed metrics above to form your own investment thesis.

CBT Profit Margin, ROE & Profitability Analysis

Gross Margin 24.9%
Operating Margin 15.2%
Net Margin 8.6%
ROE 4.6%
ROA 1.9%
FCF Margin 6.7%

CBT vs Materials Sector: How Cabot Corp. Compares

How Cabot Corp. compares to Materials sector averages

Net Margin
CBT 8.6%
vs
Sector Avg 10.0%
CBT Sector
ROE
CBT 4.6%
vs
Sector Avg 14.0%
CBT Sector
Current Ratio
CBT 1.7x
vs
Sector Avg 1.6x
CBT Sector
Debt/Equity
CBT 0.5x
vs
Sector Avg 0.6x
CBT Sector

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

Is Cabot Corp. Stock Overvalued? CBT Valuation Analysis 2026

Based on fundamental analysis, Cabot Corp. has mixed fundamental signals relative to the Materials sector in 2026.

Return on Equity
4.6%
Sector avg: 14%
Net Profit Margin
8.6%
Sector avg: 10%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.54x
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.

Cabot Corp. Balance Sheet: CBT Debt, Cash & Liquidity

Current Ratio
1.67x
Quick Ratio
1.09x
Debt/Equity
0.54x
Debt/Assets
0.0%
Interest Coverage
7.17x
Long-term Debt
$854.0M

CBT Revenue & Earnings Growth: 5-Year Financial Trend

CBT 5-year financial data: Year 2021: Revenue $3.4B, Net Income $157.0M, EPS $2.63. Year 2022: Revenue $4.3B, Net Income -$238.0M, EPS $-4.21. Year 2023: Revenue $4.3B, Net Income $250.0M, EPS $4.34. Year 2024: Revenue $4.3B, Net Income $209.0M, EPS $3.62. Year 2025: Revenue $4.0B, Net Income $445.0M, EPS $7.73.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Cabot Corp.'s revenue has grown significantly by 17% over the 5-year period, indicating strong business expansion. The most recent EPS of $7.73 reflects profitable operations.

CBT 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
6.7%
Free cash flow / Revenue

CBT Quarterly Earnings & Performance

Quarterly financial performance data for Cabot Corp. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q1 2026 $849.0M $73.0M $1.37
Q3 2025 $923.0M $101.0M $1.86
Q2 2025 $936.0M $84.0M $1.49
Q1 2025 $955.0M $50.0M $0.88
Q3 2024 $968.0M $82.0M $1.43
Q2 2024 $1.0B $75.0M $1.29
Q1 2024 $958.0M $50.0M $0.88
Q3 2023 $968.0M $82.0M $1.43

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Cabot Corp. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$126.0M
Cash generated from operations
Stock Buybacks
$52.0M
Shares repurchased (TTM)
Capital Expenditures
$69.0M
Investment in assets
Dividends Paid
$24.0M
Returned to shareholders

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

Access official SEC EDGAR filings for Cabot Corp. (CIK: 0000016040)

📋 Recent SEC Filings

Date Form Document Action
Apr 1, 2026 4 xslF345X06/ownership.xml View →
Mar 17, 2026 4 xslF345X05/ownership.xml View →
Mar 17, 2026 4 xslF345X05/ownership.xml View →
Mar 17, 2026 4 xslF345X05/ownership.xml View →
Mar 17, 2026 4 xslF345X05/ownership.xml View →

Frequently Asked Questions about CBT

What is the AI rating for CBT?

Cabot Corp. (CBT) has a Combined AI Rating of HOLD from Claude (HOLD) and ChatGPT (HOLD) with 69% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are CBT's key strengths?

Claude: Strong liquidity position with 1.67x current ratio and $230M cash reserves. Healthy interest coverage of 7.2x indicates low default risk and debt servicing capacity. ChatGPT: Solid profitability profile with 24.9% gross margin, 15.2% operating margin, and 8.6% net margin. Healthy balance sheet and liquidity, with a 1.67x current ratio and moderate 0.54x debt-to-equity.

What are the risks of investing in CBT?

Claude: Revenue contraction of 7% YoY signals declining demand or market share loss in chemical products sector. Diluted EPS down 10.4% YoY despite flat net income suggests share dilution and operational pressure. ChatGPT: Revenue declined 7.0% year over year, signaling demand or pricing pressure. Diluted EPS fell 10.4% despite slightly higher net income, pointing to weaker per-share earnings quality.

What is CBT's revenue and growth?

Cabot Corp. reported revenue of $849.0M.

Does CBT pay dividends?

Cabot Corp. pays dividends, with $24.0M distributed to shareholders in the trailing twelve months.

Where can I find CBT SEC filings?

Official SEC filings for Cabot Corp. (CIK: 0000016040) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is CBT's EPS?

Cabot Corp. has a diluted EPS of $1.37.

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 CBT a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Cabot Corp. has a HOLD rating with 69% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is CBT stock overvalued or undervalued?

Valuation metrics for CBT: ROE of 4.6% (sector avg: 14%), net margin of 8.6% (sector avg: 10%). Compare these metrics with sector averages to assess valuation.

Should I buy CBT stock in 2026?

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

What is CBT's free cash flow?

Cabot Corp.'s operating cash flow is $126.0M, with capital expenditures of $69.0M. FCF margin is 6.7%.

How does CBT compare to other Materials stocks?

Vs Materials sector averages: Net margin 8.6% (avg: 10%), ROE 4.6% (avg: 14%), current ratio 1.67 (avg: 1.6).

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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 22, 2026 | Data as of: 2025-12-31 | Powered by Claude AI