Cabot Corporation (CBT)vsUSA Rare Earth, Inc. (USAR)
CBT
Cabot Corporation
$75.76
-1.43%
BASIC MATERIALS · Cap: $3.96B
USAR
USA Rare Earth, Inc.
$25.97
+17.88%
BASIC MATERIALS · Cap: $4.96B
Smart Verdict
WallStSmart Research — data-driven comparison
Cabot Corporation generates 219437% more annual revenue ($3.61B vs $1.64M). CBT leads profitability with a 8.6% profit margin vs 0.0%. CBT earns a higher WallStSmart Score of 57/100 (C).
CBT
Buy57
out of 100
Grade: C
USAR
Avoid21
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-2.6%
Fair Value
$73.98
Current Price
$75.76
$1.78 premium
Intrinsic value data unavailable for USAR.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 22 in profit
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
No standout strengths identified
Areas to Watch
Revenue declined 11.1%
Earnings declined 18.2%
0.0% revenue growth
0.0% earnings growth
0.0% margin — thin
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : CBT
The strongest argument for CBT centers on Return on Equity, PEG Ratio, P/E Ratio. PEG of 1.00 suggests the stock is reasonably priced for its growth.
Bull Case : USAR
USAR has a balanced fundamental profile.
Bear Case : CBT
The primary concerns for CBT are Revenue Growth, EPS Growth.
Bear Case : USAR
The primary concerns for USAR are Revenue Growth, EPS Growth, Profit Margin.
Key Dynamics to Monitor
USAR carries more volatility with a beta of 1.37 — expect wider price swings.
USAR is growing revenue faster at 0.0% — sustainability is the question.
CBT generates stronger free cash flow (57M), providing more financial flexibility.
Monitor SPECIALTY CHEMICALS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
CBT scores higher overall (57/100 vs 21/100). Both earn "Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Cabot Corporation
BASIC MATERIALS · SPECIALTY CHEMICALS · USA
Cabot Corporation (CBT) is a leading global provider of specialty chemicals and performance materials, renowned for delivering innovative solutions that enhance performance, sustainability, and safety across a broad spectrum of industries, including tires, plastics, coatings, and electronics. The company excels in producing carbon black, recovery solutions, and specialty compounds, supported by robust research and development efforts that drive continuous innovation. With a strong commitment to operational excellence and environmental sustainability, Cabot Corporation not only aims to reduce its ecological impact but also to provide high-performance materials that meet the evolving needs of its customers, solidifying its position as a trusted partner and an industry leader in sustainable practices.
Visit Website →USA Rare Earth, Inc.
BASIC MATERIALS · OTHER INDUSTRIAL METALS & MINING · USA
USA Rare Earth, Inc. engages in mining, processing, and supplying rare earths and other critical minerals. The company is headquartered in Stillwater, Oklahoma.
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