COMPARE · Reviewed July 29, 2026
CBT vs RPM
Verdict: Side-by-side breakdown using the Bull Rankings model. CBT scored 59.7, RPM scored 55.3 — CBT leads.
Compare another set
CBT
Cabot Corporation
59.7
$89.02 · $4.6B
fundamentals as of
Score gap
4.4
CBT leads
RPM
RPM International Inc.
55.3
$107.86 · $13.8B
fundamentals as of
The model, pillar by pillar (0–100 each)
CBT
stronger →← stronger
RPM
77
Qualityreturns · margins · balance sheet
66
50
Growthrevenue & earnings expansion
50
55
Valuevaluation vs sector peers
51
CBT is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
CBT
RPM
$432mC
FCF
$675mC+
-8.5%D
Rev
+6.7%C+
0.78C+
D/E
0.89C
16.8xB+
P/E
20.9xB
1.00B+
PEG
1.79C+
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
CBT
RPM
48% below
Price vs fair valuelower is cheaper
15% above
~-8%/yr
Growth the price implies10-yr FCF · lower = less priced in
~12%/yr
+74%
1-yr DCF upside
-23%
+93%
5-yr DCF upside
-13%
+125%
10-yr DCF upside
+3%
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
RPM
Why this score
- Raising its dividend
- Cyclical growth
- Short track record
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.
RPMRPM International Inc.
Why now
Specialty Chemicals · market cap $13.8b. 16% off the 52-week high of $129.12. 14 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $130.50 (implying +21% upside).
Moat
ROE 20% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 102% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
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.