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DuPont de Nemours
(NYSE:DD)
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Rating:67Neutral
Price Target:
$52.00
▲(9.82% Upside)
Action:Downgraded
Date:06/24/26
DD scores moderately well primarily due to a strong earnings call (raised 2026 guidance, margin/EBITDA expansion, and reiterated high full-year cash conversion) and generally healthy financial structure (low leverage and solid free cash flow). Offsetting these positives are weaker recent income-statement performance (sharp TTM revenue decline and net-income volatility) and a weak valuation signal due to a negative P/E, while technicals are only mildly supportive.
Positive Factors
Conservative balance sheet
A low and improving leverage profile increases financial resilience across cycles, lowering refinancing risk and enabling capital allocation flexibility. This supports continued investment in R&D, M&A or buybacks and helps absorb demand shocks without forcing asset sales or deep cost cutting.
Negative Factors
Material revenue decline
A meaningful drop in revenues and volatile net income point to cyclical demand exposure and execution sensitivity. Prolonged or repeated revenue declines can erode scale, pressure margins and limit ability to sustain R&D or pricing, making earnings recovery more uncertain over months.
Read all positive and negative factors
Positive Factors
Negative Factors
Conservative balance sheet
A low and improving leverage profile increases financial resilience across cycles, lowering refinancing risk and enabling capital allocation flexibility. This supports continued investment in R&D, M&A or buybacks and helps absorb demand shocks without forcing asset sales or deep cost cutting.
Read all positive factors
DuPont de Nemours Key Performance Indicators (KPIs)
Any
Revenue by Geography
Breaks down revenue across different regions, revealing where the company is strongest and where it may face risk or growth potential due to local economic conditions or market share shifts.
Breaks down revenue across different regions, revealing where the company is strongest and where it may face risk or growth potential due to local economic conditions or market share shifts.
Data provided by:
The Fly
The FlyDuPont de Nemours (DD) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$18.89B
Dividend Yield1.74%
Average Volume (3M)3.80M
Price to Earnings (P/E)―
Beta (1Y)1.12
Revenue Growth-22.51%
EPS Growth63.46%
CountryUS
Employees15,000
SectorBasic Materials
Sector Strength58
IndustryChemicals - Specialty
Share Statistics
EPS (TTM)-0.18
Shares Outstanding135,019,400
10 Day Avg. Volume3,728,156
30 Day Avg. Volume3,795,690
Financial Highlights & Ratios
PEG Ratio0.10
Price to Book (P/B)1.21
Price to Sales (P/S)2.45
P/FCF Ratio15.55
Enterprise Value/Market Cap1.17
Enterprise Value/Revenue2.28
Enterprise Value/Gross Profit6.73
Enterprise Value/Ebitda12.67
Forecast
1Y Price Target
$198.80Price Target Upside319.85% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering10
EPS Forecast (FY)7.16
Revenue Forecast (FY)$7.17B
DuPont de Nemours Business Overview & Revenue Model
Company Description
DuPont de Nemours, Inc. is a global provider of advanced materials and innovative solutions, serving markets across North America, Latin America, Europe, the Middle East, Africa, and the Asia Pacific region. The company's operations are organized ...
How the Company Makes Money
DuPont makes money primarily by selling specialty materials and engineered products to business customers, generating revenue from product shipments under customer purchase orders and longer-term supply arrangements. Its key revenue streams are or...
DuPont de Nemours Earnings Call Summary
Earnings Call Date:May 05, 2026
(Q1-2026)
| % Change Since: |
Next Earnings Date:Aug 04, 2026
Earnings Call Sentiment Positive
The call conveyed a solid operational and financial start to FY2026: revenue growth, strong EBITDA and margin expansion, significant EPS growth, raised full-year guidance, successful capital return actions (ASR) and proceeds from the Aramids divestiture. Management highlighted sustained operational improvements, innovation investments and detailed mitigation actions for input costs and Middle East disruptions. Key near-term risks include logistics disruption related to the Middle East, raw material inflation timing mismatch (creating a small Q2 margin headwind), and pockets of weakness in construction and packaging. Overall, positives (outperformance, guidance raise, margin/earnings expansion, cash return) materially outweigh the manageable headwinds and risks called out.Positive Updates
Top-line Growth
Net sales of $1.7 billion in Q1, up 4% year-over-year (2% organic growth, 2% currency benefit). Q2 net sales guide ~ $1.8 billion with ~3% organic growth; full-year sales guidance raised to ~$7.185 billion (midpoint), an $80 million increase versus prior guide.
Negative Updates
Middle East Logistics Disruption
Logistics disruptions from the Middle East conflict impacted water sales in Q1 (about $10 million of sales could not ship in Q1). Total exposure to the region ~ $300 million (~4% of revenue). Management expects the situation to persist through the year in its base case, with mitigation actions ongoing.
Read all updates
Q1-2026 Updates
Positive
Negative
Top-line Growth
Net sales of $1.7 billion in Q1, up 4% year-over-year (2% organic growth, 2% currency benefit). Q2 net sales guide ~ $1.8 billion with ~3% organic growth; full-year sales guidance raised to ~$7.185 billion (midpoint), an $80 million increase versus prior guide.
Read all positive updates
Company Guidance
DuPont raised its full‑year 2026 guidance after a strong Q1, giving Q2 guidance of roughly $1.8 billion net sales, ~$430 million operating EBITDA and $0.59 adjusted EPS (assumes ~3% organic sales growth in Q2 and a slight currency tailwind), with Healthcare & Water expected to grow mid‑single digits organically and Diversified Industrials low‑single digits; first‑half 2026 net sales are estimated at about $3.5 billion (≈4% y/y) with operating EBITDA of ~$844 million (≈8% reported / 7% pro forma y/y) and the first half representing ~48% of full‑year results, implying an incremental margin >40%; full‑year midpoint net sales are now ~$7.185 billion (up $80 million), ~4% organic growth (including ~1% pricing to offset higher input costs), operating EBITDA of ~$1.745 billion, adjusted EPS $2.35–$2.40 (up $0.10 vs prior; midpoint ≈+40% reported / +15% pro forma), an expected tax rate of 24–25%, currency benefit <1%, and management still targets >90% free cash flow conversion for 2026 (Q1 transaction‑adjusted FCF was $147 million with 65% conversion); pricing/surcharges are expected to cover roughly $90 million of incremental cost (≈$25 million of price impact in Q2), and Q1→Q2 margin pressure includes ~30 bps from price/cost timing and ~40 bps from mix.DuPont de Nemours Financial Statement Overview
Summary
Income Statement
52
Neutral
Balance Sheet
74
Positive
Cash Flow
72
Positive
| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 9.70B | 6.85B | 12.39B | 12.07B | 13.02B | 12.57B |
| Gross Profit | 3.28B | 2.07B | 3.91B | 3.63B | 4.03B | 4.03B |
| EBITDA | 1.74B | 1.16B | 2.75B | 2.05B | 3.08B | 3.08B |
| Net Income | -29.00M | -779.00M | 703.00M | 423.00M | 5.87B | 6.47B |
Balance Sheet | ||||||
| Total Assets | 21.45B | 21.57B | 36.64B | 38.55B | 41.35B | 45.71B |
| Cash, Cash Equivalents and Short-Term Investments | 752.00M | 757.00M | 1.85B | 2.39B | 4.96B | 1.97B |
| Total Debt | 3.17B | 3.19B | 7.17B | 7.80B | 8.07B | 11.21B |
| Total Liabilities | 7.21B | 7.47B | 12.84B | 13.83B | 14.34B | 18.66B |
| Stockholders Equity | 14.04B | 13.92B | 23.35B | 24.28B | 26.57B | 26.43B |
Cash Flow | ||||||
| Free Cash Flow | 1.11B | 1.08B | 1.27B | 1.57B | -155.00M | 1.39B |
| Operating Cash Flow | 1.29B | 1.41B | 1.85B | 2.19B | 588.00M | 2.28B |
| Investing Cash Flow | -542.00M | -687.00M | -849.00M | 172.00M | 8.92B | -2.40B |
| Financing Cash Flow | -1.71B | -1.87B | -1.85B | -2.99B | -7.67B | -6.51B |
DuPont de Nemours Technical Analysis
Positive
47.35
Price Trends
142.25
Negative
141.54
Negative
127.97
Positive
Market Momentum
-1.41
Positive
48.36
Neutral
45.59
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For DD, the sentiment is Positive. The current price of 47.35 is below the 20-day moving average (MA) of 140.50, below the 50-day MA of 142.25, and below the 200-day MA of 127.97, indicating a neutral trend. The MACD of -1.41 indicates Positive momentum. The RSI at 48.36 is Neutral, neither overbought nor oversold. The STOCH value of 45.59 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for DD.
DuPont de Nemours Risk Analysis
DuPont de Nemours disclosed 24 risk factors in its most recent earnings report. DuPont de Nemours reported the most risks in the "Legal & Regulatory" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks
DuPont de Nemours Peers Comparison
UnderperformOutperform
Sector (61)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
67 Neutral | $18.89B | -777.28 | -0.16% | 1.74% | -22.51% | 63.46% | |
65 Neutral | $27.94B | 17.80 | 31.80% | 2.71% | -3.94% | 18.25% | |
64 Neutral | $14.25B | 21.38 | 21.80% | 1.96% | 5.68% | 3.81% | |
62 Neutral | $21.40B | 25.56 | 5.99% | 2.41% | -5.60% | ― | |
61 Neutral | $10.43B | 7.12 | -0.05% | 2.87% | 2.86% | -36.73% | |
52 Neutral | $17.22B | -21.34 | -7.44% | 12.78% | -21.87% | -176.90% | |
49 Neutral | $9.58B | -5.87 | -17.68% | 2.88% | -8.63% | -524.43% |
* Basic Materials Sector Average
DD
DuPont de Nemours
139.91
49.09
54.06%
IFF
International Flavors & Fragrances
83.83
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LYB
LyondellBasell
53.36
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-7.30%
PPG
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125.33
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8.78%
RPM
RPM International
111.62
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WLK
Westlake Corporation
74.77
-4.25
-5.38%
DuPont de Nemours Corporate Events
Financial DisclosuresShareholder MeetingsStock Split
DuPont Announces Reverse Stock Split and Outlook Update
Neutral
May 26, 2026
At its May 21, 2026 annual meeting, DuPont shareholders elected 10 directors, endorsed the company’s executive compensation program, and ratified PricewaterhouseCoopers as auditor for 2026, with more than 83% of eligible shares represented. ...
Business Operations and StrategyExecutive/Board Changes
DuPont Director Resigns as Board Reduces Membership Size
Neutral
Apr 15, 2026
On April 13, 2026, DuPont de Nemours, Inc. announced that director Luke Kissam tendered his resignation from the company’s Board of Directors, effective April 14, 2026, to take up a future role as Chief Executive Officer of Corteva, Inc. The...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.