Sector GrowthNew DuPont will be a leading player in Water and Healthcare sectors, which now make up nearly half of its revenue, indicating strong market positioning.
Spin-off ImpactThe planned spin-off of DuPont's large Electronics platforms is anticipated to unlock value, potentially leading to outperformance.
ValuationDuPont is considered undervalued with a SOTP valuation significantly higher than its current stock price, suggesting potential for price increase after the split.