COMPARE · Reviewed July 29, 2026
AXTA vs CBT
Verdict: Side-by-side breakdown using the Bull Rankings model. AXTA scored 57.7, CBT scored 59.7 — CBT leads.
Compare another set
AXTA
Axalta Coating Systems Ltd.
57.7
$35.87 · $7.7B
fundamentals as of
Score gap
2.0
CBT leads
CBT
Cabot Corporation
59.7
$89.02 · $4.6B
fundamentals as of
The model, pillar by pillar (0–100 each)
AXTA
stronger →← stronger
CBT
65
Qualityreturns · margins · balance sheet
77
50
Growthrevenue & earnings expansion
50
59
Valuevaluation vs sector peers
55
AXTA and CBT split the three pillars evenly.
Fundamentals, head-to-head
AXTA
CBT
$488mC
FCF
$432mC
-2.6%D+
Rev
-8.5%D
1.28C
D/E
0.78C+
21.0xB
P/E
16.8xB+
2.04C
PEG
1.00B+
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
AXTA
CBT
14% above
Price vs fair valuelower is cheaper
48% below
~9%/yr
Growth the price implies10-yr FCF · lower = less priced in
~-8%/yr
-17%
1-yr DCF upside
+74%
-12%
5-yr DCF upside
+93%
-4%
10-yr DCF upside
+125%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
AXTA
Why this score
- Buying back stock
- Revenue shrinking
CBT
Why this score
- Buying back stock
- Durable high returns
- Revenue shrinking
The companies
AXTAAxalta Coating Systems Ltd.
Why now
Specialty Chemicals · market cap $7.7b. Trading near 52-week high of $36.62 — momentum setup, limited technical margin of safety. 14 sell-side analysts rate this a Buy with a mean 1-yr target of $36.86 (implying +3% upside).
Moat
ROE 15% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 132% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Trading within 2% of the 52-week high — limited technical margin of safety; a momentum reversal would test conviction.
CBTCabot Corporation
Why now
Specialty Chemicals · market cap $4.6b. 6% off the 52-week high of $94.53. Revenue -9% — in contraction; any catalyst that reverses this triggers re-rating. 6 sell-side analysts rate this a Buy with a mean 1-yr target of $91.17 (implying +2% upside).
Moat
ROE 18% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 152% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Revenue contracting -9% — the operational turn is not yet visible in the top line.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.