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DuPont de Nemours (DD)
NYSE:DD
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DuPont de Nemours (DD) AI Stock Analysis

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DD

DuPont de Nemours

(NYSE:DD)

Rating:63Neutral
Price Target:
$80.00
â–²(6.95%Upside)
DuPont's stock score is primarily supported by strong earnings growth and financial stability. However, valuation concerns and technical indicators suggest caution due to potential short-term volatility.
Positive Factors
Earnings Performance
DuPont posted a stronger-than-expected first-quarter earnings per share, benefiting from increased demand in electronics.
Strategic Execution
DD is seen as executing well into the split which should send the stock higher in the near-term.
Tariff Impacts
The reduction of tariff impacts due to a tariff pause provides a buffer from inventory and shipping dynamics, which may delay the effects of tariffs on DuPont.
Negative Factors
Construction Activity
Slower than expected construction activity is affecting DuPont's Industrial segment.
Investor Uncertainty
There is uncertainty surrounding the November 1 spin-off of Electronics Co., potentially delaying investor actions.
Tariff Risks
DuPont faces significant tariff risks with $500 million of raw and intermediate materials subject to import tariffs.

DuPont de Nemours (DD) vs. SPDR S&P 500 ETF (SPY)

DuPont de Nemours Business Overview & Revenue Model

Company DescriptionDuPont 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 sectors, including electronics, transportation, construction, water, healthcare, and worker safety. DuPont's core products and services include advanced polymers, electronic materials, and industrial biotechnologies, which are used to enhance the performance of products and systems across various industries.
How the Company Makes MoneyDuPont makes money through the sale of high-performance materials and solutions tailored to meet the needs of its diverse customer base across multiple industries. The company's revenue streams include its Electronics & Industrial segment, which provides materials for semiconductors, displays, and other electronic applications; the Water & Protection segment, focused on water filtration, personal protection, and safety solutions; and the Mobility & Materials segment, offering advanced polymers and materials for the automotive and industrial markets. DuPont's earnings are bolstered by strategic partnerships and collaborations that enhance its product offerings and market reach, as well as its focus on continuous innovation and development of new technologies to maintain competitive advantage.

DuPont de Nemours Key Performance Indicators (KPIs)

Any
Any
Electronics and Industrial Revenue Breakdown
Electronics and Industrial Revenue Breakdown
Details revenue from the electronics and industrial segment, offering a view into the company's performance in these critical markets and its ability to innovate and capture market share.
Chart InsightsDuPont's Electronics and Industrial segment is experiencing a notable recovery, with double-digit organic growth driven by semiconductor demand and AI applications. Despite recent fluctuations, the segment is poised for continued strength, supported by a strategic spin-off planned for 2025. However, challenges such as price pressures and automotive headwinds could impact margins. The company's focus on operational excellence and portfolio management aims to sustain growth, with a mid-single-digit organic sales increase targeted for 2025.
Data provided by:Main Street Data

DuPont de Nemours Earnings Call Summary

Earnings Call Date:May 02, 2025
(Q1-2025)
|
% Change Since: 13.92%|
Next Earnings Date:Aug 05, 2025
Earnings Call Sentiment Positive
DuPont's first quarter displayed strong financial performance and progress on strategic initiatives, including the electronics spin-off. Despite facing challenges such as tariff impacts and softness in certain industrial segments, the company maintained its full-year guidance and demonstrated resilience across key markets.
Q1-2025 Updates
Positive Updates
Strong First Quarter Performance
DuPont reported first-quarter sales growth of 6% on an organic basis with strong volume growth. Operating EBITDA increased 16% year-over-year to $788 million, and adjusted EPS rose by 30% to $1.03.
Successful Electronics Spin-off Progress
DuPont announced significant progress on the intended spin-off of its electronics business, named Qnity, with a planned separation date of November 1st. Key executive leadership appointments were completed, and the Form 10 registration statement was submitted to the SEC.
ElectronicsCo and IndustrialsCo Segment Growth
ElectronicsCo reported net sales growth of 14% year-over-year to $1.1 billion, with a 16% increase in volume. IndustrialsCo achieved a 2% organic sales growth, led by double-digit gains in electronics, healthcare, and water end-markets.
Strong Regional Performance in Asia Pacific
Asia Pacific delivered 13% organic sales growth year-over-year, including a 20% increase in China, driven by electronics and water segments.
Robust Financial Guidance
DuPont maintained its full-year guidance with net sales estimates of $12.8 billion to $12.9 billion, operating EBITDA of $3.325 billion to $3.375 billion, and adjusted EPS of $4.30 to $4.40.
Negative Updates
Tariff Uncertainty and Cost Exposure
DuPont faces an estimated cost exposure of $500 million annually due to tariffs, with a net impact of $60 million expected in 2025, primarily affecting the second half.
Challenges in Diversified Industrials
Diversified Industrials sales were down mid-single digits on an organic basis due to softness in construction and auto end-markets.
Impact of Currency Headwinds
A currency headwind of 1% slightly offset overall net sales growth of 5% in the first quarter.
Aramids Business Impairment Charge
A non-cash impairment charge was taken due to the realignment of reporting units, affecting the Aramids business.
Company Guidance
During DuPont's Q1 2025 earnings call, the company reported sales growth of 6% on an organic basis, driven by strong volume increases. Operating EBITDA reached $788 million, a 16% rise from the previous year, with an operating EBITDA margin of 25.7%, marking a 240 basis point improvement. Adjusted EPS increased by 30% to $1.03. The Electronics segment experienced 14% organic sales growth, propelled by high demand in semiconductor technologies and interconnect solutions. The Industrials segment saw a 2% organic sales increase, supported by robust performance in healthcare and water technologies, although offset by softness in construction and automotive markets. DuPont maintained its full-year guidance, projecting net sales between $12.8 billion and $12.9 billion, operating EBITDA from $3.325 billion to $3.375 billion, and adjusted EPS between $4.30 and $4.40. The company also highlighted a potential $60 million net cost impact from tariffs, predominantly in the second half of the year, while continuing to work on mitigation strategies.

DuPont de Nemours Financial Statement Overview

Summary
DuPont demonstrates a stable financial position with strong cash flows and a solid balance sheet. However, there are profitability challenges and margin volatility that need to be addressed for sustained growth.
Income Statement
60
Neutral
The income statement reveals a mixed performance with a modest revenue growth when comparing TTM (Trailing-Twelve-Months) to the previous year. The gross profit margin has improved significantly, indicating better cost management. However, the net profit margin has decreased sharply in the TTM, suggesting issues in controlling expenses or increased financial costs. EBITDA and EBIT margins also show volatility, which could be concerning for future profitability.
Balance Sheet
70
Positive
The balance sheet highlights a strong equity position with a relatively low debt-to-equity ratio. The equity ratio indicates a solid asset base supported by equity, although there has been a decline in total assets over the periods. Return on Equity (ROE) has weakened, reflecting challenges in generating profits from shareholders' investments.
Cash Flow
75
Positive
Cash flow analysis indicates strong operating cash flow, which comfortably covers net income, suggesting good cash generation from operations. The free cash flow growth rate is positive in the TTM, although it reflects fluctuations over the years. The company has managed capital expenditures effectively, contributing to positive free cash flow, which is a positive sign for financial health.
BreakdownDec 2024Dec 2023Dec 2022Dec 2021Dec 2020
Income Statement
Total Revenue12.39B12.07B13.02B12.57B14.34B
Gross Profit4.51B4.23B4.62B4.59B4.83B
EBITDA2.75B2.05B3.08B3.08B-201.00M
Net Income703.00M423.00M5.87B6.47B-2.95B
Balance Sheet
Total Assets36.64B38.55B41.35B45.71B70.90B
Cash, Cash Equivalents and Short-Term Investments1.85B2.39B4.96B1.97B2.54B
Total Debt7.17B7.80B8.07B11.21B16.04B
Total Liabilities12.84B13.83B14.34B18.66B31.83B
Stockholders Equity23.35B24.28B26.57B26.43B38.50B
Cash Flow
Free Cash Flow1.74B1.57B587.00M-853.00M2.83B
Operating Cash Flow2.32B2.19B1.25B2.28B4.09B
Investing Cash Flow-849.00M139.00M8.92B-2.40B-202.00M
Financing Cash Flow-1.85B-2.99B-7.67B-6.51B3.24B

DuPont de Nemours Technical Analysis

Technical Analysis Sentiment
Positive
Last Price74.80
Price Trends
50DMA
70.30
Positive
100DMA
69.63
Positive
200DMA
74.76
Positive
Market Momentum
MACD
1.84
Positive
RSI
57.12
Neutral
STOCH
69.41
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 74.8 is above the 20-day moving average (MA) of 73.86, above the 50-day MA of 70.30, and above the 200-day MA of 74.76, indicating a bullish trend. The MACD of 1.84 indicates Positive momentum. The RSI at 57.12 is Neutral, neither overbought nor oversold. The STOCH value of 69.41 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

Overall Rating
UnderperformOutperform
Sector (44)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
69
Neutral
$9.21B10.1516.16%4.27%2.78%1.50%
67
Neutral
$21.60B20.797.19%8.88%-6.53%-50.08%
64
Neutral
$26.11B19.7518.47%2.36%-7.67%-0.58%
63
Neutral
$10.54B29.363.71%2.55%-1.27%48.34%
63
Neutral
$32.05B40.240.06%2.11%4.51%-121.68%
50
Neutral
$19.81B83.39-6.08%2.07%0.68%66.69%
44
Neutral
C$980.54M-6.82-13.68%1.81%17.37%-32.98%
* Basic Materials Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
DD
DuPont de Nemours
74.80
-2.66
-3.43%
EMN
Eastman Chemical
77.33
-16.36
-17.46%
IFF
International Flavors & Fragrances
75.88
-19.46
-20.41%
LYB
LyondellBasell
60.70
-29.20
-32.48%
PPG
PPG Industries
115.02
-8.04
-6.53%
WLK
Westlake Corporation
82.21
-57.81
-41.29%

DuPont de Nemours Corporate Events

Legal ProceedingsRegulatory Filings and Compliance
DuPont Investigation Suspended by Chinese Regulators
Neutral
Jul 23, 2025

On April 4, 2025, DuPont de Nemours, Inc. reported that the State Administration for Market Regulation of China initiated an investigation into its Tyvek® business. However, by July 22, 2025, the investigation was suspended, which may alleviate potential regulatory pressures on the company and its stakeholders.

The most recent analyst rating on (DD) stock is a Buy with a $90.00 price target. To see the full list of analyst forecasts on DuPont de Nemours stock, see the DD Stock Forecast page.

Executive/Board ChangesShareholder Meetings
DuPont Holds Annual Stockholders Meeting, Elects Board
Neutral
May 28, 2025

On May 22, 2025, DuPont de Nemours, Inc. held its Annual Meeting of Stockholders, where 81.22% of the shares entitled to vote were represented. The stockholders elected 13 directors to the Board, approved executive compensation, and ratified the appointment of PricewaterhouseCoopers LLP as the independent registered public accounting firm for 2025.

The most recent analyst rating on (DD) stock is a Buy with a $90.00 price target. To see the full list of analyst forecasts on DuPont de Nemours stock, see the DD Stock Forecast page.

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.Date of analysis: Jul 10, 2025