DuPont de Nemours (DD)
NYSE:DD
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DuPont de Nemours
(NYSE:DD)
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Rating:56Neutral
Price Target:
$47.00
▲(3.34% Upside)
Action:ReiteratedDate:03/17/26
The score is held back primarily by weakened recent financial performance and cash flow, alongside soft technical momentum. These are partially offset by a stronger balance sheet and a constructive 2026 outlook (growth, margin expansion, and high cash conversion), with incremental support from the pending aramids divestiture.
Positive Factors
Strong balance sheet and low leverage
DuPont's materially reduced leverage and large equity base provide durable financial flexibility to fund R&D, weather cyclicality, execute buybacks or M&A, and sustain operations without forcing distress sales. This bolsters long-term strategic optionality and supports investment in margin-improving initiatives.
Negative Factors
Sharp 2025 revenue and cash-flow deterioration
A sudden, large decline in revenue and free cash flow materially reduces runway for discretionary investments and weakens resilience to further cyclical shocks. Sustained recovery is required to restore historical cash conversion; otherwise capital deployment plans and margin programs face constraints over the medium term.
Read all positive and negative factors
Positive Factors
Negative Factors
Strong balance sheet and low leverage
DuPont's materially reduced leverage and large equity base provide durable financial flexibility to fund R&D, weather cyclicality, execute buybacks or M&A, and sustain operations without forcing distress sales. This bolsters long-term strategic optionality and supports investment in margin-improving initiatives.
Read all positive factors
DuPont de Nemours (DD) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$18.60B
Dividend Yield1.74%
Average Volume (3M)4.02M
Price to Earnings (P/E)―
Beta (1Y)1.09
Revenue Growth2.42%
EPS Growth-196.54%
CountryUS
Employees15,000
SectorBasic Materials
Sector Strength58
IndustryChemicals - Specialty
Share Statistics
EPS (TTM)0.46
Shares Outstanding408,923,860
10 Day Avg. Volume4,358,693
30 Day Avg. Volume4,021,543
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 Cap1.16
Enterprise Value/Revenue1.94
Enterprise Value/Gross Profit5.85
Enterprise Value/Ebitda14.64
Forecast
1Y Price Target
$56.40Price Target Upside24.01% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering10
EPS Forecast (FY)2.3
Revenue Forecast (FY)$7.12B
DuPont de Nemours Business Overview & Revenue Model
Company Description
DuPont de Nemours, Inc. provides technology-based materials and solutions in the United States, Canada, the Asia Pacific, Latin America, Europe, the Middle East, and Africa. It operates through three segments: Electronics & Industrial, Mobility & ...
How the Company Makes Money
DuPont makes money primarily by selling specialty materials, components, and engineered solutions to industrial and commercial customers, generating revenue largely through product sales under long-term customer relationships and recurring demand ...
DuPont de Nemours Key Performance Indicators (KPIs)
Any
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.
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.
Data provided by:
The Fly
The FlyDuPont de Nemours Earnings Call Summary
Earnings Call Date:Feb 10, 2026
(Q4-2025)
| % Change Since: |
Next Earnings Date:May 05, 2026
Earnings Call Sentiment Positive
The call conveyed a constructive tone: management reported a year of operational progress with organic growth, EBITDA and margin expansion, stronger EPS, robust new-product contribution, and disciplined capital allocation. The company beat guidance for the quarter and set a clear 2026 outlook (3% organic growth, margin expansion, and stronger EPS) supported by productivity programs and innovation. Offsetting items include continued weakness in parts of Diversified Industrials (notably building/shelter and some industrial end markets), Asia/China softness in water, and a temporary order-timing headwind. Overall, positives (top-line momentum, margin gains, innovation driving $2B of sales, strong cash conversion and shareholder-friendly actions) outweigh the contained regional and segment headwinds.Positive Updates
Full-Year Organic Sales Growth
Full year 2025 organic sales grew 2% year-over-year, showing recovery and momentum heading into 2026.
Negative Updates
Diversified Industrials Organic Revenue Decline
Diversified Industrials net sales declined 3% in Q4 versus prior year (4% organic decline; adjusting for a ~$15 million order timing headwind organic decline was ~2%). Building Technologies was down high single digits and Industrial Technologies down low single digits.
Read all updates
Q4-2025 Updates
Positive
Negative
Full-Year Organic Sales Growth
Full year 2025 organic sales grew 2% year-over-year, showing recovery and momentum heading into 2026.
Read all positive updates
Company Guidance
DuPont's 2026 guidance calls for net sales of about $7.1 billion (roughly 3% organic growth and ~1% currency benefit), operating EBITDA of about $1.74 billion (up ~6–8% YoY) with 60–80 basis points of margin expansion, and adjusted EPS of $2.25–$2.30 per share (midpoint implying ~35% reported growth and ~11% pro forma growth); first‑quarter guidance is net sales ≈$1.67 billion (≈2% organic, ~2% currency), operating EBITDA ≈$395 million (≈10% YoY increase) and adjusted EPS ≈$0.48. Management expects free cash flow conversion >90%, healthcare & water organic growth in the mid‑single‑digit range, diversified industrials low‑single‑digit growth (building ~flat), continued productivity-driven margin gains (including at least ~20 bps from productivity in 2026), and ongoing capital deployment via a $2.0 billion repurchase authorization (with a $500 million ASR executed) alongside targeted M&A.DuPont de Nemours Financial Statement Overview
Summary
Income Statement
46
Neutral
Balance Sheet
72
Positive
Cash Flow
52
Neutral
| Breakdown | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 6.85B | 12.39B | 12.07B | 13.02B | 12.57B |
| Gross Profit | 2.07B | 3.91B | 3.63B | 4.03B | 4.03B |
| EBITDA | 1.16B | 2.75B | 2.05B | 3.08B | 3.08B |
| Net Income | -779.00M | 703.00M | 423.00M | 5.87B | 6.47B |
Balance Sheet | |||||
| Total Assets | 21.57B | 36.64B | 38.55B | 41.35B | 45.71B |
| Cash, Cash Equivalents and Short-Term Investments | 757.00M | 1.85B | 2.39B | 4.96B | 1.97B |
| Total Debt | 3.19B | 7.17B | 7.80B | 8.07B | 11.21B |
| Total Liabilities | 7.47B | 12.84B | 13.83B | 14.34B | 18.66B |
| Stockholders Equity | 13.92B | 23.35B | 24.28B | 26.57B | 26.43B |
Cash Flow | |||||
| Free Cash Flow | 1.08B | 1.27B | 1.57B | -155.00M | 1.39B |
| Operating Cash Flow | 1.41B | 1.85B | 2.19B | 588.00M | 2.28B |
| Investing Cash Flow | -687.00M | -849.00M | 172.00M | 8.92B | -2.40B |
| Financing Cash Flow | -1.87B | -1.85B | -2.99B | -7.67B | -6.51B |
DuPont de Nemours Technical Analysis
Positive
45.48
Price Trends
46.66
Negative
43.64
Positive
37.54
Positive
Market Momentum
-0.36
Negative
48.54
Neutral
75.75
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 45.48 is above the 20-day moving average (MA) of 45.12, below the 50-day MA of 46.66, and above the 200-day MA of 37.54, indicating a neutral trend. The MACD of -0.36 indicates Negative momentum. The RSI at 48.54 is Neutral, neither overbought nor oversold. The STOCH value of 75.75 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 |
|---|---|---|---|---|---|---|---|
68 Neutral | $23.07B | 14.71 | 33.60% | 2.71% | -12.98% | -11.34% | |
63 Neutral | $12.55B | 21.09 | 22.70% | 1.96% | 3.09% | 12.25% | |
61 Neutral | $10.43B | 7.12 | -0.05% | 2.87% | 2.86% | -36.73% | |
61 Neutral | $15.27B | ― | -15.50% | 2.88% | -5.32% | -1108.29% | |
59 Neutral | $25.64B | -18.77 | -6.63% | 12.78% | -19.65% | -157.13% | |
57 Neutral | $18.50B | ― | -2.49% | 2.41% | -3.01% | 82.30% | |
56 Neutral | $18.60B | -21.54 | -3.77% | 1.74% | 2.42% | -196.54% |
* Basic Materials Sector Average
DD
DuPont de Nemours
45.48
21.80
92.07%
IFF
International Flavors & Fragrances
72.43
3.40
4.92%
LYB
LyondellBasell
79.60
27.80
53.66%
PPG
PPG Industries
103.24
8.80
9.32%
RPM
RPM International
97.97
-6.71
-6.41%
WLK
Westlake Corporation
119.40
35.46
42.24%
DuPont de Nemours Corporate Events
Regulatory Filings and ComplianceShareholder MeetingsStock Split
DuPont Proposes Reverse Stock Split for Shareholder Approval
Neutral
Mar 18, 2026
On March 18, 2026, DuPont de Nemours announced that it plans to seek shareholder approval to amend its certificate of incorporation to authorize a reverse stock split of its common shares at a ratio between 1-for-2 and 1-for-4, with the exact rati...
Business Operations and StrategyM&A Transactions
DuPont to Divest Kevlar and Nomex Aramids Business
Positive
Mar 16, 2026
DuPont de Nemours, Inc. plans to close the previously announced sale of its aramids business, including the Kevlar and Nomex product lines, to Arclin1 on April 1, 2026. All regulatory conditions required to complete the transaction were satisfied ...
Business Operations and StrategyExecutive/Board Changes
DuPont Appoints D.G. Macpherson to Board of Directors
Positive
Jan 20, 2026
On January 20, 2026, DuPont appointed D.G. Macpherson, chairman and chief executive of industrial distributor W.W. Grainger, to its board of directors as an independent director, with standard compensation for non-employee directors and no related...
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.