COMPARE · Reviewed July 29, 2026
CBT vs CF
Verdict: Side-by-side breakdown using the Bull Rankings model. CBT scored 59.7, CF scored 59.0 — CBT leads.
Compare another set
CBT
Cabot Corporation
59.7
$89.02 · $4.6B
fundamentals as of
Score gap
0.7
CBT leads
CF
CF Industries Holdings, Inc.
59
$125.96 · $19.4B
fundamentals as of
The model, pillar by pillar (0–100 each)
CBT
stronger →← stronger
CF
77
Qualityreturns · margins · balance sheet
89
50
Growthrevenue & earnings expansion
50
55
Valuevaluation vs sector peers
46
CBT and CF split the three pillars evenly.
Fundamentals, head-to-head
CBT
CF
$432mC
FCF
$1.6bC+
-8.5%D
Rev
+20.9%A-
0.78C+
D/E
0.44B
16.8xB+
P/E
11.3xA-
1.00B+
PEG
3.59D
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
CBT
CF
48% below
Price vs fair valuelower is cheaper
2% below
~-8%/yr
Growth the price implies10-yr FCF · lower = less priced in
~-2%/yr
+74%
1-yr DCF upside
+14%
+93%
5-yr DCF upside
+2%
+125%
10-yr DCF upside
-12%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
CBT
Why this score
- Buying back stock
- Durable high returns
- Revenue shrinking
CF
Why this score
- Buying back stock
- Cyclical growth
The companies
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.
CFCF Industries Holdings, Inc.
Why now
Agricultural Inputs · market cap $19.4b. 11% off the 52-week high of $141.96. Revenue growing +21%, comfortably above the S&P median. 19 sell-side analysts rate this a Hold with a mean 1-yr target of $125.25 (implying -1% upside).
Moat
Net margin 29% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close. ROE 40% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which.
Risk
Mature compounder — the risk is paying up for quality at a moment when growth is decelerating. Watch for sequential revenue + margin trends; the inflection from "compounder" to "ex-compounder" is hard to spot until the multiple already started compressing.
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.