Chemours Company (CC) AI Stock Analysis

• Market Cap: $2.52B
• Dividend Yield: 4.37%
• Average Volume (3M): 3.60M
• Price to Earnings (P/E): ―
• Beta (1Y): 2.08
• Revenue Growth: 2.12%
• EPS Growth: -579.74%
• Country: US
• Employees: 6,000
• Sector: Basic Materials
• Sector Strength: 58
• Industry: Chemicals - Specialty
• EPS (TTM): 0.05
• Shares Outstanding: 150,085,310
• 10 Day Avg. Volume: 4,481,158
• 30 Day Avg. Volume: 3,595,681
• PEG Ratio: <0.01
• Price to Book (P/B): 7.09
• Price to Sales (P/S): 0.31
• P/FCF Ratio: 34.76
• Enterprise Value/Market Cap: 2.60
• Enterprise Value/Revenue: 1.13
• Enterprise Value/Gross Profit: 7.26
• Enterprise Value/Ebitda: 36.16
• 1Y Price Target: $19.56
• Price Target Upside: 11.58% Upside
• Rating Consensus: Moderate Buy
• Number of Analyst Covering: 9
• EPS Forecast (FY): 1.43
• Revenue Forecast (FY): $5.97B

• Rating: 54 Neutral
• Price Target: $17.50 ▼(-0.17% Downside)
• Action: Reiterated Date: 02/27/26
• Date: Action: Reiterated 02/27/26

The score is held back primarily by weak financial performance—TTM losses, compressed margins, and high leverage with a thin equity cushion—despite improved recent cash flow. Offsetting factors include constructive technical momentum and a balanced earnings outlook driven by TSS/Opteon growth and 2026 EBITDA/free-cash-flow guidance, with valuation mixed due to negative earnings and only moderate dividend support.

Positive Factors

TSS Opteon Growth

Rapid Opteon adoption reflects structural demand for lower‑GWP refrigerants driven by regulation and retrofit cycles. Sustained mix shift toward Opteon supports higher margin capture in TSS, underpinning durable top‑line and margin improvement as adoption and installed‑base servicing continue.

Improving Cash Generation

Positive quarterly free cash flow and management guidance for improved FCF conversion indicate emerging ability to self‑fund operations and deleveraging. If sustained, more reliable cash generation reduces refinancing pressure and supports capex and strategic investments over the next several quarters.

Deleveraging Actions

Planned asset sale earmarked for debt reduction and an upsized senior note refinancing extend maturities and lower near‑term rollover risk. These structural capital‑allocation moves materially improve balance‑sheet flexibility if proceeds and execution match guidance, aiding medium‑term solvency targets.

Negative Factors

High Leverage

Elevated absolute debt with a very thin equity cushion creates persistent refinancing and downturn vulnerability. High leverage limits strategic optionality, increases interest burden, and makes the company sensitive to margin or cash‐flow setbacks, constraining durable financial flexibility.

Profitability Deterioration

Sustained margin compression and a swing to net losses reduce internal funding capacity and heighten reliance on cyclical market recoveries or structural cost cuts. Without durable margin restoration across segments, earnings remain fragile and reinvestment or deleveraging plans are harder to execute.

Elevated Inventory / Working Capital

High inventories tie up cash and amplify free‑cash‑flow volatility, undermining consistent deleveraging. Large working‑capital swings increase short‑term financing needs and raise the chance that operational disruptions or slower end markets will impede durable cash conversion and leverage targets.

Chemours Company Business Overview & Revenue Model

Company Description

The Chemours Company provides performance chemicals in North America, the Asia Pacific, Europe, the Middle East, Africa, and Latin America. It operates through four segments: Titanium Technologies, Thermal & Specialized Solutions, Advanced Performance Materials, and Chemical Solutions. The Titanium Technologies segment provides TiO2 pigment under the Ti-Pure and BaiMax brands for delivering whiteness, brightness, opacity, and protection in various of applications, such as architectural and industrial coatings, flexible and rigid plastic packaging, polyvinylchloride, laminate papers used for furniture and building materials, coated paper, and coated paperboard used for packaging. The Thermal & Specialized Solutions segment offers of refrigerants, thermal management solutions, propellants, foam blowing agents, and specialty solvents. The Advanced Performance Materials segment products portfolio includes various industrial resins, specialty products, membranes, and coatings for consumer electronics, semiconductors, digital communications, transportation, energy, oil and gas, and medical, and others applications. The Chemical Solutions segment comprises a portfolio of industrial chemicals used as raw materials and catalysts for gold production, clean and disinfect, oil and gas, water treatment, electronics, and automotive applications. The company sells its products through direct and indirect channels, as well as through a network of resellers and distributors. The Chemours Company was founded in 2014 and is headquartered in Wilmington, Delaware.

How the Company Makes Money

Chemours generates revenue primarily through the sale of its core products across its three business segments. The Titanium Technologies segment is a significant source of income, producing titanium dioxide, which is widely used as a pigment in paints, coatings, and plastics. The Fluoroproducts segment includes a variety of fluorinated products that are essential in refrigeration, air conditioning, and other industrial applications. The Chemical Solutions segment provides custom and specialty chemicals for various applications. Additionally, Chemours has established key partnerships and collaborations within the industry that enhance its market reach and product offerings. The company also focuses on operational efficiency and cost management to bolster its profit margins, contributing to its overall financial performance.

Chemours Company Financial Statement Overview

Summary

Overall fundamentals are pressured. Profitability deteriorated to a TTM net loss with weaker gross margins and soft revenue trends, while the balance sheet is the biggest risk due to high debt and a very thin equity buffer. Cash flow improved versus a very weak 2024 (TTM operating cash flow positive and slightly positive free cash flow), but remains inconsistent and vulnerable to working-capital swings.

Income Statement

Profitability has deteriorated meaningfully. Revenue has been flat-to-down over several years (TTM (Trailing-Twelve-Months) revenue down ~1% and annual declines in 2023–2024), while margins compressed sharply versus 2021–2022 levels. After solid profitability in 2021–2022, results turned weaker in 2023 and only modestly profitable in 2024 before swinging to a sizable net loss in TTM (Trailing-Twelve-Months). Gross margin is also notably lower in TTM (Trailing-Twelve-Months) versus prior years, signaling weaker pricing/cost absorption.

Balance Sheet

Leverage is the key constraint. Total debt remains elevated (~$4.5B in TTM (Trailing-Twelve-Months)) while equity has shrunk substantially (down to ~$0.25B in TTM (Trailing-Twelve-Months)), leaving a thin capital buffer. Returns on equity have swung from strong in 2021–2022 to negative in 2023 and deeply negative in TTM (Trailing-Twelve-Months), consistent with earnings pressure and reduced balance-sheet flexibility. Asset base is sizable, but the combination of high debt and low equity increases refinancing and downturn risk.

Cash Flow

Cash generation is mixed and volatile. TTM (Trailing-Twelve-Months) operating cash flow is positive (~$264M) and free cash flow is slightly positive (~$51M), an improvement versus 2024 when both operating and free cash flow were deeply negative. However, free cash flow has been inconsistent year-to-year and the latest period shows weak cash conversion versus earnings (given the net loss) and a sharp negative free cash flow growth rate, highlighting execution and working-capital/capex variability.

Breakdown	Dec 2025	Dec 2024	Dec 2023	Dec 2022	Dec 2021
Income Statement
Total Revenue	5.81B	5.78B	6.08B	6.83B	6.34B
Gross Profit	902.00M	1.15B	1.31B	1.62B	1.38B
EBITDA	332.00M	692.00M	197.00M	1.20B	1.18B
Net Income	-386.00M	86.00M	-238.00M	578.00M	608.00M
Balance Sheet
Total Assets	7.38B	7.51B	8.25B	7.64B	7.55B
Cash, Cash Equivalents and Short-Term Investments	672.00M	713.00M	1.20B	1.10B	1.45B
Total Debt	4.58B	4.36B	4.30B	3.88B	3.99B
Total Liabilities	7.13B	6.91B	7.51B	6.53B	6.47B
Stockholders Equity	250.00M	604.00M	737.00M	1.11B	1.08B
Cash Flow
Free Cash Flow	51.00M	-993.00M	186.00M	448.00M	537.00M
Operating Cash Flow	264.00M	-633.00M	556.00M	755.00M	814.00M
Investing Cash Flow	-206.00M	-353.00M	-229.00M	-284.00M	220.00M
Financing Cash Flow	-126.00M	-36.00M	172.00M	-686.00M	-554.00M

Chemours Company Technical Analysis

• Technical Analysis Sentiment: Neutral
• Last Price: 17.53
• 50DMA: Positive
• 100DMA: Positive
• 200DMA: Positive
• MACD: Positive
• RSI: Neutral
• STOCH: Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For CC, the sentiment is Neutral. The current price of 17.53 is below the 20-day moving average (MA) of 18.67, above the 50-day MA of 15.87, and above the 200-day MA of 13.74, indicating a neutral trend. The MACD of 0.39 indicates Positive momentum. The RSI at 49.92 is Neutral, neither overbought nor oversold. The STOCH value of 26.92 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for CC.

Chemours Company Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
IOSP	73 Outperform	$1.91B	16.33	-0.09%	2.19%	-4.49%	-100.80%
KWR	62 Neutral	$2.46B	-964.31	-0.64%	1.37%	0.08%	-107.33%
Sector *	61 Neutral	$10.43B	7.12	-0.05%	2.87%	2.86%	-36.73%
ASH	59 Neutral	$2.75B	-56.41	-29.98%	2.79%	-13.67%	-608.89%
NGVT	56 Neutral	$2.49B	-12.82	-38.91%	―	-13.39%	88.25%
CC	54 Neutral	$2.52B	-4.59	-90.40%	4.37%	2.12%	-579.74%
OLN	52 Neutral	$2.78B	-55.77	-2.22%	3.91%	4.68%	-62.80%

Chemours Company Corporate Events

Chemours Launches Upsized Senior Notes for Debt Refinancing

On February 26, 2026, The Chemours Company announced it had launched and priced a private offering of $700 million aggregate principal amount of 7.875% senior unsecured notes due 2034, an upsizing from a previously planned $600 million issue. The notes will be guaranteed by a Chemours subsidiary and were offered only to qualified institutional buyers under Rule 144A and to certain non-U.S. investors under Regulation S.

Chemours intends to use the net proceeds from this debt issuance to redeem its outstanding 5.375% senior notes due 2027 and to fund the redemption or repurchase of a portion of its outstanding 5.750% senior notes due 2028. The transaction represents a refinancing move that extends the company’s debt maturity profile and locks in funding at current market terms, potentially improving its capital structure and giving bondholders clarity on the treatment of near-term maturities.

The most recent analyst rating on (CC) stock is a Hold with a $18.00 price target. To see the full list of analyst forecasts on Chemours Company stock, see the CC Stock Forecast page.

Chemours to Sell Taiwan Site Land, Reduce Debt

On January 15, 2026, Chemours signed definitive agreements through its Taiwanese subsidiary to sell the remaining land at its former titanium dioxide manufacturing site in Kuan Yin, Taiwan, comprising ten parcels, to a buyer group led by Century Wind Power, Century Iron & Steel Industrial, and Century Huaxin Wind Energy for approximately $360 million. The industrial real estate transaction, negotiated on an arm’s-length basis and subject to customary regulatory and environmental approvals, is expected to substantially close by mid-2026 and will see Chemours use the cash proceeds to reduce debt, advancing its balance-sheet deleveraging efforts following the dismantling and removal of the Kuan Yin site completed in the first quarter of 2025.

The most recent analyst rating on (CC) stock is a Hold with a $15.00 price target. To see the full list of analyst forecasts on Chemours Company stock, see the CC Stock Forecast page.