Chemours Company (CC) AI Stock Analysis

• Market Cap: $2.27B
• Dividend Yield: 4.43%
• Average Volume (3M): 4.11M
• Price to Earnings (P/E): 59.3
• Beta (1Y): 1.91
• Revenue Growth: 2.48%
• EPS Growth: -459.90%
• Country: US
• Employees: 6,000
• Sector: Basic Materials
• Sector Strength: 65
• Industry: Chemicals - Specialty
• EPS (TTM): 0.58
• Shares Outstanding: 149,698,300
• 10 Day Avg. Volume: 4,180,290
• 30 Day Avg. Volume: 4,106,586
• PEG Ratio: N/A
• Price to Book (P/B): N/A
• Price to Sales (P/S): N/A
• P/FCF Ratio: N/A
• Enterprise Value/Market Cap: 2.47
• Enterprise Value/Revenue: 0.96
• Enterprise Value/Gross Profit: 5.24
• Enterprise Value/Ebitda: 23.74
• 1Y Price Target: $15.67
• Price Target Upside: 2.89% Upside
• Rating Consensus: Moderate Buy
• Number of Analyst Covering: 10

• Rating: 51 Neutral
• Price Target: $15.00 ▼(-1.51% Downside)

The overall stock score of 51 reflects significant financial challenges, including high leverage and negative cash flow, which weigh heavily on the score. Positive technical indicators and a strong dividend yield provide some support, but operational disruptions and mixed earnings call sentiment highlight ongoing risks.

Positive Factors

Growth Potential

Chemours is expected to outperform the market as it is recovering from a trough in all segments and has attractive long-term options and cost savings in its businesses.

Market Opportunity

CC expects a ~$3bn total addressable market for their product in data centers, which could be a meaningful opportunity towards the later part of the decade.

Technology Validation

Samsung qualified Chemours' two-phase immersion cooling product for its 4th generation solid-state storage device, providing validation for the technology.

Negative Factors

Financial Performance

Chemours' earnings per share estimates have been revised downward, indicating potential challenges in profitability.

Market Sentiment

The stock has come under pressure since earnings fell 18% as investors questioned the earnings trajectory in TSS.

Regulatory Delays

Commercial sales in the U.S. are delayed due to pending EPA approval, which could take over a year or more.

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 main segments: Titanium Technologies, Fluoroproducts, and Chemical Solutions. The Titanium Technologies segment is a significant revenue driver, producing titanium dioxide, which is essential for a wide range of applications. The Fluoroproducts segment includes refrigerants and other fluorinated offerings, benefiting from strong demand in the HVAC and automotive markets. The Chemical Solutions segment provides performance chemicals used in various applications, contributing to diversified revenue streams. Key revenue sources also stem from long-term contracts with major customers in various industries and the company's strategic partnerships that enhance its market reach and innovation capabilities. Additionally, Chemours benefits from its investment in sustainable practices and product development, responding to the increasing market demand for environmentally friendly solutions.

Chemours Company Financial Statement Overview

Summary

Chemours Company is facing financial difficulties with declining profitability and high leverage. Despite slight revenue growth, the company struggles with negative net income and cash flow issues. High debt levels pose a risk, and operational efficiency needs improvement.

Income Statement

The income statement shows a mixed performance. The TTM (Trailing-Twelve-Months) revenue growth is slightly positive at 1.33%, but the company is facing profitability challenges with a negative net income of $420 million. Gross profit margins have declined over the years, and the EBIT and EBITDA margins are lower compared to previous periods, indicating reduced operational efficiency.

Balance Sheet

The balance sheet reveals significant leverage with a high debt-to-equity ratio of 7.57 in the TTM period, indicating potential financial risk. Stockholders' equity has decreased, and the return on equity has turned negative, reflecting the company's struggle to generate returns for shareholders. The equity ratio is also low, suggesting a heavy reliance on debt financing.

Cash Flow

Cash flow analysis indicates challenges in cash generation. The TTM free cash flow is negative, and the free cash flow growth rate has significantly declined. The operating cash flow to net income ratio is negative, highlighting inefficiencies in converting income into cash. However, the free cash flow to net income ratio is positive, suggesting some ability to generate cash relative to net losses.

Breakdown	TTM	Dec 2024	Dec 2023	Dec 2022	Dec 2021	Dec 2020
Income Statement
Total Revenue	5.88B	5.78B	6.03B	6.79B	6.34B	4.97B
Gross Profit	1.07B	1.15B	1.31B	1.62B	1.38B	1.07B
EBITDA	237.00M	692.00M	197.00M	1.20B	1.21B	767.00M
Net Income	-420.00M	86.00M	-238.00M	578.00M	608.00M	219.00M
Balance Sheet
Total Assets	7.49B	7.51B	8.25B	7.64B	7.55B	7.08B
Cash, Cash Equivalents and Short-Term Investments	502.00M	713.00M	1.20B	1.10B	1.45B	1.10B
Total Debt	244.00M	4.36B	4.30B	3.81B	3.93B	4.28B
Total Liabilities	7.25B	6.91B	7.51B	6.53B	6.47B	6.27B
Stockholders Equity	237.00M	604.00M	737.00M	1.11B	1.08B	813.00M
Cash Flow
Free Cash Flow	-35.00M	-993.00M	186.00M	447.00M	543.00M	540.00M
Operating Cash Flow	277.00M	-633.00M	556.00M	754.00M	820.00M	807.00M
Investing Cash Flow	-310.00M	-353.00M	-229.00M	-284.00M	220.00M	-234.00M
Financing Cash Flow	-26.00M	-36.00M	172.00M	-685.00M	-560.00M	-449.00M

Chemours Company Technical Analysis

• Technical Analysis Sentiment: Positive
• Last Price: 15.23
• 50DMA: Positive
• 100DMA: Positive
• 200DMA: Positive
• MACD: Negative
• RSI: Neutral
• STOCH: Negative

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 15.23 is above the 20-day moving average (MA) of 13.59, above the 50-day MA of 13.06, and above the 200-day MA of 14.59, indicating a bullish trend. The MACD of 0.66 indicates Negative momentum. The RSI at 62.03 is Neutral, neither overbought nor oversold. The STOCH value of 82.06 is Negative, 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
AVNT	70 Neutral	$3.40B	29.15	5.09%	2.84%	3.28%	1.69%
EMN	65 Neutral	$7.84B	9.62	14.52%	4.79%	1.60%	-3.97%
IOSP	63 Neutral	$2.13B	114.88	1.55%	1.86%	-5.45%	-87.13%
Sector *	61 Neutral	$10.31B	6.18	0.76%	2.94%	3.30%	-36.34%
ALB	61 Neutral	$9.59B	―	-8.66%	1.85%	-33.05%	-97.63%
SSL	57 Neutral	$4.26B	11.60	4.56%	2.00%	-6.73%	―
CC	51 Neutral	$2.27B	59.33	-87.50%	4.43%	2.48%	-459.90%

Chemours Company Corporate Events

Chemours Agrees to $875M Settlement with New Jersey

On August 3, 2025, Chemours, Corteva, and DuPont agreed to a proposed Judicial Consent Order with the State of New Jersey to resolve all pending environmental claims, including PFAS contamination, related to their operating sites and statewide issues. The settlement involves a $875 million payment over 25 years, with Chemours responsible for 50% of the payments. The agreement also includes mechanisms for future remediation funding and establishes a Reserve Fund for financial security. Additionally, Chemours entered into an agreement to sell its rights to $150 million in insurance proceeds related to PFAS claims to DuPont and Corteva.