DuPont de Nemours (DD) AI Stock Analysis

• Market Cap: $30.12B
• Dividend Yield: 2.14%
• Average Volume (3M): 3.01M
• Price to Earnings (P/E): 40.2
• Beta (1Y): 1.00
• Revenue Growth: 4.55%
• EPS Growth: -130.25%
• Country: US
• Employees: 24,000
• Sector: Basic Materials
• Sector Strength: 60
• Industry: Chemicals - Specialty
• EPS (TTM): 1.12
• Shares Outstanding: 418,716,670
• 10 Day Avg. Volume: 4,207,222
• 30 Day Avg. Volume: 3,011,729
• PEG Ratio: N/A
• Price to Book (P/B): N/A
• Price to Sales (P/S): N/A
• P/FCF Ratio: N/A
• Enterprise Value/Market Cap: 1.16
• Enterprise Value/Revenue: 2.78
• Enterprise Value/Gross Profit: 7.02
• Enterprise Value/Ebitda: 22.67
• 1Y Price Target: $88.55
• Price Target Upside: 19.68% Upside
• Rating Consensus: Strong Buy
• Number of Analyst Covering: 11

• Rating: 63 Neutral
• Price Target: $79.00 ▲(6.77% Upside)

DuPont's overall stock score reflects a mixed financial performance with profitability and cash flow challenges, offset by a strong earnings call with positive guidance and segment growth. Technical indicators suggest a neutral trend, while valuation metrics indicate potential overvaluation. The company's strategic initiatives, such as the Qnity Electronics spin-off, provide a positive outlook despite current challenges.

Positive Factors

Company Strategy

The planned spin-off of its large Electronics platforms should unlock value, all resulting in DD outperforming.

Earnings

DD posted a solid 2Q25 earnings beat, with revenue in line on MSD volume growth.

Tariffs

The estimated impact of announced tariffs is now reduced to about $20MM, included in the guidance, compared to a prior estimate of $60MM.

Negative Factors

Construction Activity

Slower than expected construction activity is affecting DuPont's Industrial segment.

Price Target

The price target for DuPont has been reduced from $94 to $80 due to lower peer multiples and indirect macro/tariff risks.

Tariff Risks

DuPont faces significant tariff risks with $500 million of raw and intermediate materials subject to import tariffs.

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 & Materials, and Water & Protection. The Electronics & Industrial segment supplies materials and printing systems to the advanced printing industry; and materials and solutions for the fabrication of semiconductors and integrated circuits addressing front-end and back-end of the manufacturing process. This segment also provides semiconductor and advanced packaging materials; dielectric and metallization solutions for chip packaging; and silicones for light emitting diode packaging and semiconductor applications; permanent and process chemistries for the fabrication of printed circuit boards to include laminates and substrates, electroless, and electrolytic metallization solutions, as well as patterning solutions, and materials and metallization processes for metal finishing, decorative, and industrial applications. In addition, it offers various materials to manufacture rigid and flexible displays for organic light emitting diode, and other display applications, as well as provides high performance parts, and specialty silicone elastomers, and lubricants. The Mobility & Materials segment provides engineering resins, silicone encapsulants, pastes, filaments, and advanced films to engineers and designers in the transportation, electronics, renewable energy, industrial, and consumer end-markets. The Water & Protection segment provides engineered products and integrated systems for worker safety, water purification and separation, transportation, energy, medical packaging and building materials. The company was formerly known as DowDuPont Inc. and changed its name to DuPont de Nemours, Inc. in June 2019. DuPont de Nemours, Inc. is headquartered in Wilmington, Delaware.

How the Company Makes Money

DuPont generates revenue through multiple key streams, primarily by providing high-performance materials, specialty chemicals, and agricultural products. The Electronics & Industrial segment is a significant contributor, offering solutions for semiconductor manufacturing and advanced displays, while the Water & Protection segment includes filtration and personal protective equipment. Additionally, the Nutrition & Biosciences segment focuses on food ingredients and health solutions. DuPont's revenue model is bolstered by strategic partnerships with other companies and industries that enhance its product offerings and market reach. The company's commitment to research and development also enables it to innovate and introduce new products, thus creating additional revenue opportunities. Furthermore, DuPont benefits from recurring revenue through long-term contracts, particularly in its water filtration and agricultural sectors.

DuPont de Nemours Financial Statement Overview

Summary

DuPont shows a stable financial position with strong cash flows and a solid balance sheet. However, challenges in profitability and margin volatility are evident, necessitating a focus on improving profit margins.

Income Statement

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

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

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.

Breakdown	TTM	Dec 2024	Dec 2023	Dec 2022	Dec 2021	Dec 2020
Income Statement
Total Revenue	12.61B	12.39B	12.07B	13.02B	12.57B	14.34B
Gross Profit	4.98B	4.51B	4.23B	4.62B	4.59B	4.83B
EBITDA	1.54B	2.75B	2.05B	3.08B	3.08B	-201.00M
Net Income	-194.00M	703.00M	423.00M	5.87B	6.47B	-2.95B
Balance Sheet
Total Assets	36.56B	36.64B	38.55B	41.35B	45.71B	70.90B
Cash, Cash Equivalents and Short-Term Investments	1.84B	1.85B	2.39B	4.96B	1.97B	2.54B
Total Debt	7.17B	7.17B	7.80B	8.07B	11.21B	16.04B
Total Liabilities	13.04B	12.84B	13.83B	14.34B	18.66B	31.83B
Stockholders Equity	23.06B	23.35B	24.28B	26.57B	26.43B	38.50B
Cash Flow
Free Cash Flow	1.07B	1.74B	1.57B	587.00M	-853.00M	2.83B
Operating Cash Flow	2.02B	2.32B	2.19B	1.25B	2.28B	4.09B
Investing Cash Flow	-905.00M	-849.00M	139.00M	8.92B	-2.40B	-202.00M
Financing Cash Flow	-706.00M	-1.85B	-2.99B	-7.67B	-6.51B	3.24B

DuPont de Nemours Technical Analysis

• Technical Analysis Sentiment: Positive
• Last Price: 73.99
• 50DMA: Positive
• 100DMA: Positive
• 200DMA: Positive
• 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 Positive. The current price of 73.99 is above the 20-day moving average (MA) of 73.28, above the 50-day MA of 71.47, and above the 200-day MA of 73.92, indicating a bullish trend. The MACD of -0.22 indicates Positive momentum. The RSI at 55.67 is Neutral, neither overbought nor oversold. The STOCH value of 42.20 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for DD.

DuPont de Nemours Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
EMN	63 Neutral	$7.28B	8.91	14.52%	4.96%	1.60%	-3.97%
PPG	63 Neutral	$24.54B	19.28	16.88%	2.44%	-10.59%	-7.79%
DD	63 Neutral	$30.12B	40.24	0.31%	2.14%	4.55%	-130.25%
LYB	58 Neutral	$16.17B	65.95	1.08%	10.18%	-14.12%	-89.22%
Sector *	56 Neutral	£2.53B	6.27	-0.23%	46.00%	10.12%	5.01%
IFF	55 Neutral	$16.54B	83.39	-2.74%	2.41%	-0.07%	83.36%
WLK	52 Neutral	$10.15B	25.36	-0.64%	2.65%	-3.00%	-124.79%

DuPont de Nemours Corporate Events

DuPont Announces $1.75 Billion Debt Offering

On August 12, 2025, DuPont de Nemours, Inc. and its subsidiary Qnity Electronics, Inc. announced the pricing of a $1.75 billion debt securities offering, comprising $1 billion in 5.750% Senior Secured Notes due 2032 and $750 million in 6.250% Senior Notes due 2033. This offering is part of DuPont’s plan to spin off its electronics business, with the proceeds intended to finance a cash distribution to DuPont and other related expenses. The spin-off is targeted for completion by November 1, 2025, and the offering is expected to close on August 15, 2025, subject to customary conditions. The notes are not registered under the Securities Act and will be sold under specific exemptions.

The most recent analyst rating on (DD) stock is a Buy with a $104.00 price target. To see the full list of analyst forecasts on DuPont de Nemours stock, see the DD Stock Forecast page.

DuPont Announces Qnity’s $2.5 Billion Notes Offering

On August 11, 2025, DuPont de Nemours, Inc. and its subsidiary Qnity Electronics, Inc. announced Qnity’s offering of $1.5 billion in senior secured notes and $1.0 billion in senior unsecured notes. This offering is part of DuPont’s plan to spin off its electronics business by distributing Qnity common stock to DuPont stockholders. The proceeds will be used to finance a cash distribution to DuPont and other financial obligations. The spin-off is targeted for completion on November 1, 2025, and if not completed by March 31, 2026, the notes will be subject to mandatory redemption.

The most recent analyst rating on (DD) stock is a Buy with a $104.00 price target. To see the full list of analyst forecasts on DuPont de Nemours stock, see the DD Stock Forecast page.

DuPont Agrees to $875M Settlement with New Jersey

On August 3, 2025, DuPont, along with Chemours and Corteva, agreed to a proposed Judicial Consent Order with the State of New Jersey to settle claims related to historical contamination involving substances like DNAPL and PFAS. The settlement, pending court approval, includes a $875 million payment over 25 years and obligates the companies to continue remediation efforts at four sites in New Jersey. This agreement aims to resolve outstanding environmental claims and includes a third-party review process to ensure future remediation funding, potentially impacting the companies’ financial reserves and environmental responsibilities.

The most recent analyst rating on (DD) stock is a Buy with a $104.00 price target. To see the full list of analyst forecasts on DuPont de Nemours stock, see the DD Stock Forecast page.

DuPont Investigation Suspended by Chinese Regulators

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.

DuPont Holds Annual Stockholders Meeting, Elects Board

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.