Cabot vs Element Solutions
CBT and ESI side by side, both in chemicals and allied products. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How CBT and ESI compare
Element Solutions is the larger company, worth 2.2 times as much as Cabot ($8.1B against $3.7B).
On earnings, Cabot is cheaper: it trades at 13.3× trailing earnings, against 39.2× for Element Solutions.
Element Solutions grew revenue faster over the last twelve months (39.6% versus 16.6% for Cabot).
Cabot keeps more of each dollar of sales as profit, with a net margin of 6.4% compared with 5.9% at Element Solutions.
Both pay dividends: Cabot yields 2.6% and Element Solutions 0.96%.
Cabot scores higher on the StockData Score (19 against 8 for Element Solutions), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | CBT | ESI |
|---|---|---|
| Size and price | ||
| Market cap | $3.7B | $8.1B |
| Share price | $72.17 | $33.32 |
| Change, 1 year | 17.5% | 20.7% |
| Change, 5 years | 21.8% | 33.2% |
| Beta (5Y) | 0.93 | 1.25 |
| Employees | 4,100 | 5,200 |
| StockData Score | ||
| Total score | 19 (better) | 8 |
| Valuation score | 4 (better) | 0 |
| Growth score | 2 | 2 |
| Performance score | 4 (better) | 1 |
| Health score | 5 (better) | 1 |
| Dividend score | 4 | 4 |
| Valuation | ||
| P/E | 13.3× (better) | 39.2× |
| P/S | 0.8× (better) | 2.3× |
| P/B | 2.3× (better) | 2.8× |
| EV/EBITDA | 5.5× (better) | 17.2× |
| P/FCF | 7.9× (better) | 44.2× |
| PEG | 0.72 (better) | 30.18 |
| FCF yield | 12.6% (better) | 2.3% |
| Fair value | $135.77 | $24.59 |
| Margin of safety | 46.8% (better) | −35.5% |
| Growth | ||
| Revenue growth (TTM) | 16.6% | 39.6% (better) |
| Revenue growth, 5Y average | 7.3% (better) | 6.6% |
| Net income growth (TTM) | −32.8% | −14.4% (better) |
| EPS growth (TTM) | −29.8% | −14.1% (better) |
| EPS growth, 5Y average | – | 21.4% |
| Profitability | ||
| Gross margin | 23.5% | 36.6% (better) |
| Operating margin | 14.5% (better) | 11.7% |
| Net margin | 6.4% (better) | 5.9% |
| FCF margin | 10.3% (better) | 5.2% |
| Return on equity | 19.2% (better) | 7.4% |
| Return on invested capital | 15.1% (better) | 6.3% |
| Financial health | ||
| Debt / equity | 0.79 | 0.72 (better) |
| Net debt / EBITDA | 1.16 (better) | 3.21 |
| Interest coverage | 7.1× | – |
| Current ratio | 1.47 | 2.78 (better) |
| Altman Z-score | 3.49 (better) | 2.48 |
| Piotroski F-score | 6 | 7 (better) |
| Dividends and buybacks | ||
| Dividend yield | 2.6% (better) | 0.96% |
| Payout ratio | 41.6% | 38.4% |
| Years of dividend growth | 4 (better) | 0 |
| Dividend growth, 5Y average | 4.7% | 45.0% (better) |
| Buyback yield | 4.8% | – |
| Shareholder yield | 7.4% (better) | 0.96% |
| Ownership | ||
| Held by institutions | 104% | 105% |
| Held by insiders | 2.1% | 5.8% |
| Insider net buying, 12 months | −$19.6M | −$17.9M (better) |
| Superinvestors holding | – | 1 |
| Short interest, % of float | 10.3% | 3.6% |
Go deeper
- CBT stock overview
- CBT income statement
- CBT valuation and score
- ESI stock overview
- ESI income statement
- ESI valuation and score
For information only, not investment advice. Check the source filings before relying on any figure.