DuPont de Nemours (DD) AI Stock Analysis

• Market Cap: $24.18B
• Dividend Yield: 2.68%
• Average Volume (3M): 3.04M
• Price to Earnings (P/E): 34.6
• Beta (1Y): 1.07
• Revenue Growth: 2.64%
• EPS Growth: 80.37%
• Country: US
• Employees: 24,000
• Sector: Basic Materials
• Sector Strength: 58
• Industry: Chemicals - Specialty
• EPS (TTM): 1.67
• Shares Outstanding: 418,498,500
• 10 Day Avg. Volume: 3,957,475
• 30 Day Avg. Volume: 3,038,040
• PEG Ratio: 0.43
• Price to Book (P/B): N/A
• Price to Sales (P/S): 2.90
• Price to Cash Flow (P/CF): 15.90
• P/FCF Ratio: 26.90
• Enterprise Value/Market Cap: N/A
• Enterprise Value/Revenue: N/A
• Enterprise Value/Gross Profit: N/A
• Enterprise Value/Ebitda: N/A
• 1Y Price Target: $95.73
• Price Target Upside: 73.64% Upside
• Rating Consensus: Moderate Buy
• Number of Analyst Covering: 12

DuPont exhibits strong cash flow management and growth in key segments, bolstered by strategic initiatives like the Electronics spin-off. However, operational challenges, high valuation, and technical indicators pointing to potential downside balance these strengths.

Positive Factors

Growth Sectors

DuPont's platforms are tied to growing sectors such as electronics, water, healthcare, and safety, which should enable it to grow at rates exceeding GDP with strong margins.

Spin-off Benefits

The planned spin-off of DuPont's large Electronics platforms is expected to unlock additional value for the company.

Strategic Divestiture

The sale of Kevlar and Nomex assets could be accomplished without transferring the PFAS liability, which would be beneficial for DuPont.

Negative Factors

Asset Sale Risks

DuPont is considering selling its Kevlar and Nomex brands, which may divert focus from its core business.

Market Uncertainty

The upcoming split of DuPont into two companies, ElectronicsCo and New DuPont, introduces uncertainty regarding future company performance.

DuPont de Nemours Business Overview & Revenue Model

Company Description

DuPont de Nemours, Inc., commonly known as DuPont, is a global innovation leader with technology-based materials, ingredients, and solutions that help transform industries and everyday life. The company operates in several key sectors, including electronics, transportation, construction, water solutions, and healthcare. DuPont's core products and services encompass a wide range of offerings, including specialty chemicals, advanced materials, and biotechnology solutions.

How the Company Makes Money

DuPont makes money through the sale of its diverse portfolio of products and solutions across various industries. The company's revenue model is primarily based on the production and sale of specialty chemicals and advanced materials, which are integral to manufacturing processes in electronics, automotive, and construction industries. Key revenue streams include the Electronics & Industrial segment, which supplies essential materials for semiconductors and other electronics; and the Water & Protection segment, which provides filtration technologies and protective materials. DuPont also engages in strategic partnerships and collaborations that enhance its product offerings and market reach. Additionally, the company invests heavily in research and development to innovate and sustain its competitive edge in the market.

DuPont de Nemours Financial Statement Overview

Summary

DuPont shows strong cash flow and effective equity management, with net profitability improvements. However, negative EBIT and EBITDA margins in 2024 highlight operational challenges, and revenue stability needs improvement.

Income Statement

DuPont's revenue has seen fluctuations with a recent decline of 5% from 2022 to 2023, but a slight recovery of 2.6% in 2024. The gross profit margin for 2024 is notably high at 100% due to matching revenue and gross profit figures, indicating an accounting anomaly. Net profit margin improved significantly to 6.3% in 2024 from 3.5% in 2023, showing enhanced profitability. However, the negative EBIT and EBITDA margins in 2024 point to operational challenges.

Balance Sheet

DuPont maintains a strong equity base with an equity ratio of 63.7% in 2024, indicating stability. The debt-to-equity ratio decreased to 0.31 in 2024 from 0.34 in 2023, reflecting effective debt management. However, the declining total assets over the years highlight potential concerns about asset utilization or strategic divestments.

Cash Flow

Operating cash flow improved to $2.32 billion in 2024, a positive indicator of operational efficiency. The free cash flow grew by 10.8% from 2023 to 2024, supporting liquidity. The free cash flow to net income ratio is robust at 2.24, suggesting strong cash generation relative to accounting profit.

Breakdown
Dec 2024	Dec 2023	Dec 2022	Dec 2021	Dec 2020
Income Statement		Total Revenue
12.39B	12.07B	13.02B	12.57B	20.40B
	Gross Profit
4.51B	4.23B	4.62B	4.59B	6.88B
	EBIT
-40.00M	1.71B	2.29B	2.10B	2.53B
	EBITDA
2.75B	2.05B	3.19B	3.01B	-201.00M
	Net Income Common Stockholders
778.00M	423.00M	1.06B	1.18B	-2.87B
Balance Sheet		Cash, Cash Equivalents and Short-Term Investments
1.86B	2.39B	4.96B	2.01B	2.54B
	Total Assets
36.64B	38.55B	41.40B	45.71B	70.90B
	Total Debt
7.17B	8.29B	8.07B	10.78B	21.81B
	Net Debt
5.32B	5.48B	4.41B	8.77B	19.27B
	Total Liabilities
12.84B	13.83B	14.45B	18.66B	31.83B
	Stockholders Equity
23.35B	24.28B	26.50B	26.43B	38.50B
Cash Flow		Free Cash Flow
1.74B	1.57B	-155.00M	-956.00M	2.83B
	Operating Cash Flow
2.32B	1.92B	588.00M	2.28B	4.09B
	Investing Cash Flow
-920.00M	139.00M	8.92B	-2.40B	-202.00M
	Financing Cash Flow
-1.85B	-2.99B	-7.67B	-6.51B	3.24B

DuPont de Nemours Technical Analysis

• Technical Analysis Sentiment: Negative
• Last Price: 55.13
• 50DMA: Negative
• 100DMA: Negative
• 200DMA: Negative
• MACD: Positive
• RSI: Neutral
• STOCH: Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For DD, the sentiment is Negative. The current price of 55.13 is below the 20-day moving average (MA) of 72.83, below the 50-day MA of 76.58, and below the 200-day MA of 79.52, indicating a bearish trend. The MACD of -0.98 indicates Positive momentum. The RSI at 41.26 is Neutral, neither overbought nor oversold. The STOCH value of 27.91 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for DD.

DuPont de Nemours Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
EMN	75 Outperform	$8.72B	9.84	16.11%	4.45%	1.91%	2.94%
DD	65 Neutral	$24.18B	34.57	3.12%	2.68%	2.64%	80.37%
PPG	65 Neutral	$22.00B	16.25	19.13%	2.77%	-4.59%	11.09%
LYB	59 Neutral	$18.75B	13.96	10.69%	9.47%	-1.46%	-36.00%
WLK	59 Neutral	$11.37B	19.06	5.76%	2.35%	-3.24%	24.29%
IFF	54 Neutral	$18.70B	77.03	1.71%	2.26%	0.04%	―
Sector *	47 Neutral	$2.32B	-2.83	-21.67%	3.65%	4.83%	-28.82%

DuPont de Nemours Corporate Events

DuPont Under Investigation by Chinese Market Regulator

DuPont is cooperating with an investigation by the State Administration for Market Regulation of China concerning its Tyvek® business. In 2024, Tyvek® sales to China were approximately $90 million, representing less than 1% of DuPont’s total net sales, indicating limited financial impact on the company.

DuPont Announces Leadership Change Amid Business Separation

On March 17, 2025, DuPont announced that Leland G. Weaver, President of the Water & Protection segment, will leave the company following the separation of its electronics business into an independent entity. Until a successor is named, Weaver will lead the Diversified Solutions businesses and ensure a smooth transition during the separation process, marking a significant organizational change for DuPont.

DuPont Appoints Kurt B. McMaken to Board

On February 21, 2025, DuPont de Nemours announced the appointment of Kurt B. McMaken to its Board of Directors, effective immediately. McMaken, an independent director as per NYSE standards, will serve on the Audit and Nomination and Governance Committees. His extensive experience in finance and strategic planning, particularly in the manufacturing sector, is expected to bolster DuPont’s growth and value creation strategies.