COMPARE · Reviewed July 29, 2026
CBT vs IOSP
Verdict: Side-by-side breakdown using the Bull Rankings model. CBT scored 59.7, IOSP scored 61.1 — IOSP leads.
Compare another set
CBT
Cabot Corporation
59.7
$89.02 · $4.6B
fundamentals as of
Score gap
1.4
IOSP leads
IOSP
Innospec Inc.
61.1
$85.31 · $2.1B
fundamentals as of
The model, pillar by pillar (0–100 each)
CBT
stronger →← stronger
IOSP
77
Qualityreturns · margins · balance sheet
65
50
Growthrevenue & earnings expansion
50
55
Valuevaluation vs sector peers
71
CBT and IOSP split the three pillars evenly.
Fundamentals, head-to-head
CBT
IOSP
$432mC
FCF
$110mC
-8.5%D
Rev
+0.2%C
0.78C+
D/E
0.04A-
16.8xB+
P/E
18.6xB
1.00B+
PEG
0.66A-
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
CBT
IOSP
48% below
Price vs fair valuelower is cheaper
24% below
~-8%/yr
Growth the price implies10-yr FCF · lower = less priced in
~8%/yr
+74%
1-yr DCF upside
+0%
+93%
5-yr DCF upside
+32%
+125%
10-yr DCF upside
+98%
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
IOSP
Why this score
- Raising its dividend
- Durable high returns
- 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.
IOSPInnospec Inc.
Why now
Specialty Chemicals · market cap $2.1b. 7% off the 52-week high of $92.14. PEG 0.66 — paying under fair value for the growth rate. 3 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $99.33 (implying +16% upside).
Moat
Moat signals from the quantitative card are modest — profitability and capital efficiency are middle-of-pack. The thesis here depends on softer factors (switching costs, brand, distribution, regulatory protection) not captured by the quality-growth screen.
Risk
Value re-rating depends on a catalyst. Without one — analyst day, divestiture, margin recovery, capital return — the stock can stay cheap on these multiples for years.
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.