Chemours Company (CC) AI Stock Analysis

• Market Cap: $2.65B
• Dividend Yield: 4.37%
• Average Volume (3M): 3.80M
• Price to Earnings (P/E): ―
• Beta (1Y): 2.09
• 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: 3,377,267
• 30 Day Avg. Volume: 3,797,807
• 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: 2.48
• Enterprise Value/Revenue: 1.13
• Enterprise Value/Gross Profit: 7.28
• Enterprise Value/Ebitda: 36.26
• 1Y Price Target: $19.56
• Price Target Upside: 10.88% Upside
• Rating Consensus: Moderate Buy
• Number of Analyst Covering: 9
• EPS Forecast (FY): 1.43
• Revenue Forecast (FY): $5.97B

• Rating: 51 Neutral
• Price Target: $18.00 ▲(2.04% Upside)
• Action: Reiterated Date: 03/13/26
• Date: Action: Reiterated 03/13/26

The score is held back primarily by weak financial performance—TTM losses, compressed margins, and high leverage with a thin equity base. Offsetting this are neutral-to-moderately positive technical signals and earnings-call guidance indicating potential EBITDA and cash flow improvement, with refinancing and asset-sale proceeds supporting near-term balance-sheet management.

Positive Factors

TSS Opteon growth and mix shift

Sustained high growth and favorable mix in Opteon (next‑gen low-GWP refrigerants) represent a structural revenue and margin tailwind. Higher mix of premium refrigerants supports recurring aftermarket/service revenue, leverages regulatory transitions, and underpins durable margin expansion as capacity ramps and vertical integration lower costs.

Debt refinancing extends maturities

Extending debt maturities to 2034 materially reduces near-term refinancing pressure and improves visibility on funding. This structural liquidity relief grants management time to execute deleveraging and operational improvements, lowering short‑term default risk even though the higher coupon raises ongoing interest expense.

Kuan Yin land sale to accelerate deleveraging

A near-term, material asset sale provides a concrete source of cash to pay down debt and improve leverage ratios. Converting non-core real estate into debt reduction is a durable balance-sheet repair move that directly supports management's target to push net leverage below 4x and builds capital flexibility for 2–6 months and beyond.

Negative Factors

High leverage and thin equity buffer

Elevated gross debt paired with an eroded equity base leaves a very thin capital cushion. High leverage limits financial flexibility, raises solvency risk in cyclical downturns, and makes the company sensitive to interest costs and operational volatility despite refinancing actions aimed at extending maturities.

Deteriorated profitability and compressed margins

A swing from multi-year profitability to a TTM net loss with compressed gross and operating margins undermines sustainable cash generation. Persistent margin pressure across segments reduces debt‑servicing capacity, forces tougher tradeoffs on capex vs. deleveraging, and increases execution risk to restore durable earnings.

Elevated inventories and working-capital drag

Material inventory buildup ties up cash and increases working-capital volatility, pressuring near-term free cash flow. Elevated stocks raise risk of margin dilution from discounting or liquidation, magnify sensitivity to demand swings, and can delay realized benefits from operational improvements even as management pursues cash-focused actions.

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 makes money primarily by manufacturing specialty chemical products and selling them to industrial and commercial customers, generating revenue largely from product sales volumes multiplied by contract/market-based pricing. Its key revenue streams align to its reporting segments: (1) Titanium Technologies: sales of titanium dioxide (TiO2) pigment used to provide whiteness, opacity, and durability in paints and coatings, plastics, and laminates; revenue is driven by global TiO2 demand, plant utilization, and TiO2 pricing cycles, with costs influenced by energy and feedstocks. (2) Thermal & Specialized Solutions: sales of refrigerants and related thermal management products (including next-generation, lower-global-warming-potential options) and certain specialized fluids; earnings depend on installed base servicing, regulatory-driven product transitions, and pricing tied to supply/demand and regulatory frameworks. (3) Advanced Performance Materials: sales of high-performance fluoropolymers, fluoroelastomers, and related materials (including the Teflon brand) used in harsh-environment applications such as semiconductor manufacturing, chemical processing, wire and cable, automotive, and industrial uses; revenue is driven by high-value applications, qualification cycles, and customer demand in electronics and industrial markets. Additional factors that can contribute to earnings include long-term customer relationships and contracts, global distribution arrangements (including sales through distributors in some regions/markets), and portfolio/operational actions (e.g., capacity management and cost controls) that affect margins. Specific material partnership terms or the quantitative contribution of licensing/royalties or other non-product revenue, if any, are null.

Chemours Company Financial Statement Overview

Summary

Overall fundamentals are pressured: profitability deteriorated into a TTM net loss and margins compressed, while the balance sheet is the main constraint with high debt and a very thin equity buffer. Cash flow improved to modestly positive TTM free cash flow, but remains volatile and inconsistent.

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: Positive
• Last Price: 17.64
• 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 Positive. The current price of 17.64 is below the 20-day moving average (MA) of 18.00, above the 50-day MA of 16.76, and above the 200-day MA of 14.01, indicating a neutral trend. The MACD of 0.10 indicates Positive momentum. The RSI at 50.92 is Neutral, neither overbought nor oversold. The STOCH value of 74.37 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive 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	$1.69B	16.33	9.01%	2.19%	-4.49%	-100.80%
Sector *	61 Neutral	$10.43B	7.12	-0.05%	2.87%	2.86%	-36.73%
ASH	59 Neutral	$2.32B	-56.41	-33.65%	2.79%	-13.67%	-608.89%
NGVT	56 Neutral	$2.32B	-12.82	-38.91%	―	-13.39%	88.25%
KWR	54 Neutral	$2.03B	-964.31	-0.64%	1.37%	0.08%	-107.33%
OLN	52 Neutral	$2.76B	-55.77	-2.18%	3.91%	4.68%	-62.80%
CC	51 Neutral	$2.65B	-4.59	-113.20%	4.37%	2.12%	-579.74%

Chemours Company Corporate Events

Chemours Completes Major 2034 Senior Notes Refinancing

On March 12, 2026, Chemours completed a private offering of $700 million in 7.875% senior unsecured notes due 2034, sold to qualified institutional and non-U.S. investors under securities law exemptions and guaranteed by one subsidiary. The notes, which carry semi-annual interest payments starting September 15, 2026, are unsecured, unsubordinated obligations ranking pari passu with the company’s other unsecured debt and are governed by covenants limiting certain liens, mergers and asset sales, as well as change-of-control protections.

Chemours used the proceeds, along with cash on hand, to redeem $188 million of 5.750% senior notes due 2028 at a total price of about $189.8 million including accrued interest, and plans to use the remaining funds to redeem its outstanding 5.375% senior notes due 2027 at an estimated price of roughly $500.3 million plus interest. The transaction represents a significant refinancing of the company’s near-term debt maturities, extending its debt profile to 2034 while locking in a higher fixed coupon, which may increase interest costs but provides greater visibility on funding and reduces refinancing risk for existing noteholders and other stakeholders.

The most recent analyst rating on (CC) stock is a Hold with a $16.50 price target. To see the full list of analyst forecasts on Chemours Company stock, see the CC Stock Forecast page.

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.