Based on the aggregated intelligence of 130,000-plus investors participating in Motley Fool CAPS, the Fool's free investing community, carbon fiber maker Zoltek Companies (NASDAQ:ZOLT) has earned a respected four-star ranking.

With that in mind, let's take a closer look at Zoltek's business and see what CAPS investors are saying about the stock right now.

Zoltek facts

Headquarters (founded)

St. Louis (1975)

Market Cap

$271 million


Industrial Electrical Equipment

Trailing-12-Month Revenue

$184.17 million


Founder/Chairman/CEO Zsolt Rumy

COO Karen Bomba

Compound Annual Revenue Growth (over last five years)



Hexcel (NYSE:HXL)

Cytec Industries

CAPS members bullish on ZOLT also bullish on

General Electric (NYSE:GE)
Suntech Power (NYSE:STP)


CAPS members bearish on ZOLT also bearish on

General Motors (NYSE:GM)

Citigroup (NYSE:C)

Sources: Capital IQ, a division of Standard & Poor's, and Motley Fool CAPS.

Over on CAPS, fully 706 of the 755 members who have rated Zoltek -- some 93.5% -- believe the stock will outperform the S&P 500 going forward. These bulls include SuperCharge and TheHuney, who is ranked in the top 0.5% of our community.

In February, SuperCharge described Zoltek as a solid turnaround play:

Lower price producer of carbon fiber composites that are strong like steel but lightweight for efficiency … Assuming [Zoltek] is still breathing, they should be able to capitalize by selling to the wind energy industry, to deepwater drillers, and to a new generation of automakers.

In a pitch from two weeks later, TheHuney shares that bullish spirit:

At current prices, it appears as if the market believes that [Zoltek] will remain unprofitable indefinitely or that investors believe that there will never be demand for carbon fiber for wind turbines any time within the next decade. I don't agree with that. Even if demand for wind turbines stays suppressed, carbon fiber has other uses and [Zoltek] is the lowest-price player in this arena. But there's not a lot of evidence that demand for wind turbines has declined at such a rate to lead one to believe the entire industry will collapse.

Moreover, [Zoltek] has very low debt (under 20% debt-to-value) and should not have much difficulty surviving the downturn. To see a commodity stock with low debt trading well below book value in a high-growth potential industry seems insane to me.

The downturn may even help Zoltek maintain their moat even longer. I'm going with strong outperform over a 2-10 year time horizon.

What do you think about Zoltek, or any other stock for that matter? Make your voice heard on Motley Fool CAPS today. More than 130,000 investors are waiting to hear what you have to say. CAPS is 100% free, so simply click here to get started.

Fool contributor Brian Pacampara owns no position in any of the companies mentioned. Suntech Power is a Motley Fool Rule Breakers recommendation, and Apple is a choice of Stock Advisor. The Fool's disclosure policy always gets a perfect score.