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CBT Stock Analysis - CABOT CORP AI Rating

CBT NYSE Miscellaneous Chemical Products DE CIK: 0000016040
Recently Updated • Analysis: Mar 22, 2026 • SEC Data: 2025-12-31
AI Rating
HOLD
62% Confidence

📊 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

Investment Thesis

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.

CBT Strengths

  • + 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

CBT Risks

  • ! 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

Key Metrics to Watch

CBT Financial Metrics

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 Profitability Ratios

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

CBT vs Default Sector

How CABOT CORP compares to Default sector averages

Net Margin
CBT 8.6%
vs
Sector Avg 12.0%
CBT Sector
ROE
CBT 4.6%
vs
Sector Avg 15.0%
CBT Sector
Current Ratio
CBT 1.7x
vs
Sector Avg 1.8x
CBT Sector
Debt/Equity
CBT 0.5x
vs
Sector Avg 0.7x
CBT Sector

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

CBT Balance Sheet & 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 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 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
6.7%
Free cash flow / Revenue

CBT Quarterly 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.

CBT 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

Access official SEC EDGAR filings for CABOT CORP (CIK: 0000016040)

📋 Recent SEC Filings

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

Frequently Asked Questions about CBT

What is the AI rating for CBT?

CABOT CORP (CBT) has an AI rating of HOLD with 62% confidence, based on fundamental analysis of SEC EDGAR filings.

What are CBT's key strengths?

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.

What are the risks of investing in CBT?

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.

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?

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