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CABA Stock Analysis - Cabaletta Bio, Inc. AI Rating

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

📊 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

Investment Thesis

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.

CABA Strengths

  • + 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

CABA Risks

  • ! 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

Key Metrics to Watch

CABA Financial Metrics

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 Profitability Ratios

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 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.

CABA Balance Sheet & 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 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 $-1.65 indicates the company is currently unprofitable.

CABA Growth Metrics (YoY)

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

CABA 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

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

📋 Recent SEC Filings

Date Form Document Action
Mar 2, 2026 4 xslF345X05/ownership.xml 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 →
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 an AI rating of STRONG SELL with 92% confidence, based on fundamental analysis of SEC EDGAR filings.

What are CABA's key strengths?

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).

What are the risks of investing in CABA?

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.

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?

Our AI (Claude) analyzes publicly available SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports to evaluate financial health, profitability ratios, balance sheet strength, and growth metrics.

Disclaimer: This analysis is generated by Claude AI 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