One-glance verdict
Overvalued
$67.89 our estimate vs market $138.47
Wall Street consensus: $170.80 (151.6% higher than our fair-value estimate)
104% above our estimate, beyond the bull case
Fundamentals snapshot
DuPont de Nemours, Inc.
DD · NYQ · Basic Materials · Specialty Chemicals
Current price
$138.47
52-week range
$86.59 - $157.98
Market cap
$18.70B
Balance sheet
Stretched
2.75x Stretched
Net debt $2.51B. Interest coverage shows how many times profit covers the interest bill.
What stands out
3 Rewards
2 Risks
3 rewards · 2 risks
- Reward Revenue grew 41.7% last year.
- Reward Returns 0.9% on equity, ahead of 50% of its peers.
- Risk Stock trades 554.1% above its 5-year average P/E.
- Risk Operating margin compressed from 15.5% to 13.8% over 3 years.
What this company does
DuPont de Nemours, Inc.
DuPont creates and sells specialized, high-tech materials that are essential components for other companies' products, such as TYVEK protective suits and STYROFOAM insulation. The company primarily makes its money from products sold to the healthcare, water filtration, construction, and electronics industries. Because its materials are fundamental ingredients in so many different sectors, the company's success often reflects the overall health of the global economy.
How the company got here
Founded in 1802 as a gunpowder mill, DuPont has a long history of scientific innovation, inventing well-known materials like Nylon, Teflon, Kevlar, and Tyvek. The modern-day DuPont, however, was significantly reshaped by its 2017 merger with Dow Chemical. This combination, called DowDuPont, was designed to be temporary, with the goal of then splitting into three more focused, independent companies. In 2019, this separation occurred, creating a new DuPont focused on specialty products, alongside two other companies: Dow (focused on materials science) and Corteva (focused on agriculture).
What it actually does
DuPont is a company that creates and sells specialized, high-performance materials and chemicals. While you may not buy DuPont products directly, they are key ingredients in many items you use daily. For example, their materials are used in medical devices, water filters, protective clothing for workers, and the electronic chips inside your phone and computer. They also make materials for building homes, like the well-known Tyvek house wrap that protects against moisture, and specialty materials for cars and airplanes.
Electronics & Industrial
This is one of the largest parts of DuPont's business, making up nearly half of its sales. This segment produces highly specialized materials that are essential for manufacturing electronics. Companies that make semiconductors (the tiny chips that power everything from smartphones to cars) and circuit boards rely on DuPont's products to build their components. As technology like artificial intelligence (AI) and high-performance computing grows, the demand for these advanced materials also increases.
Water & Protection
This segment, roughly the same size as the electronics business, focuses on two main areas: purification and safety. It creates advanced water filtration and purification technologies used in everything from large-scale industrial plants and desalination (turning salt water into fresh water) to household water filters. The 'protection' part of the business includes famous brands like Kevlar®, known for its use in body armor, and Tyvek®, used for protective suits for medical and industrial workers as well as for weather-proofing buildings.
What management is betting on now
Management is currently focused on a major strategic shift to further specialize the company. In May 2024, DuPont announced plans to separate into three distinct, publicly traded companies. The plan is to spin off the Electronics and Water businesses into their own separate companies, leaving the remaining businesses as a more focused industrial company. This move is designed to allow each new company to concentrate on its specific market and attract investors who are interested in that particular industry, a strategy aimed at increasing shareholder value (the total worth of an investor's shares).
Price history
How the share price has moved
—
Loading price history…
Earnings history
Last 8 quarters — what happened
Click any quarter to read the call summary and what the numbers say.
FY2024 Q2
$425.00M
FY2024 Q3
$628.00M
FY2024 Q4
$403.00M
FY2025 Q1
$133.00M
FY2025 Q2
$265.00M
FY2025 Q3
$379.00M
FY2025 Q4
$-850.00M
FY2026 Q1
$130.00M
Revenue
$1.68B
Net income
$161.00M
Diluted EPS
0.39
Operating cash flow
$232.00M
Free cash flow
$130.00M
Fetching…
Sources
Revenue
$1.69B
Net income
$-126.00M
Diluted EPS
-0.30
Operating cash flow
$-700.00M
Free cash flow
$-850.00M
Fetching…
Sources
Revenue
$3.07B
Net income
$-123.00M
Diluted EPS
-0.29
Operating cash flow
$497.00M
Free cash flow
$379.00M
Fetching…
Sources
Revenue
$3.26B
Net income
$59.00M
Diluted EPS
0.14
Operating cash flow
$381.00M
Free cash flow
$265.00M
Fetching…
Sources
Revenue
$3.07B
Net income
$-589.00M
Diluted EPS
-1.41
Operating cash flow
$382.00M
Free cash flow
$133.00M
Fetching…
Sources
Revenue
$1.69B
Net income
$-117.00M
Diluted EPS
-0.28
Operating cash flow
$564.00M
Free cash flow
$403.00M
Fetching…
Sources
Revenue
$3.19B
Net income
$454.00M
Diluted EPS
1.08
Operating cash flow
$737.00M
Free cash flow
$628.00M
Fetching…
Sources
Revenue
$3.17B
Net income
$178.00M
Diluted EPS
0.42
Operating cash flow
$527.00M
Free cash flow
$425.00M
Fetching…
Sources
Is it cheap or expensive?
Fair value $67.89 vs current price $138.47
Wall Street consensus is the average analyst price target: $170.80 (151.6% higher than our fair-value estimate).
Our most-likely fair value is $67.89 a share — about 51.0% below today's price of $138.47, so the stock currently looks expensive (overvalued).
Is it drowning in debt?
Stretched
Net debt $2.5B. Interest coverage 2.7x.
Net debt
$2.51B
Interest coverage
2.75x
DuPont de Nemours, Inc.'s profit covers its interest bill about 2.7 times over. which is stronger than most peers shown here and 1 peers sit below 1x, which is the danger zone where profit does not fully cover the interest bill.
Stretched
Worse cushion
Baseline
Better cushion
DD
BASELINE
DuPont de Nemours, Inc.
Total debt $3.22B Interest coverage 2.75x This is the baseline the peer rows are being compared against.
Total debt $19.63B Interest coverage 0.18x -93% vs DD Carries about 15.0x less debt cushion than DD.
Total debt $14.36B Interest coverage 1.71x -38% vs DD Carries about 1.6x less debt cushion than DD.
Total debt $7.74B Interest coverage 9.00x +228% vs DD Carries about 3.3x more debt cushion than DD.
Total debt $5.45B Interest coverage 4.37x +59% vs DD Carries about 1.6x more debt cushion than DD.
Total debt $12.90B Interest coverage 1.09x -60% vs DD Carries about 2.5x less debt cushion than DD.
What you should know
The case for and against DD
3 Rewards
2 Risks
Rewards
-
Revenue grew 41.7% last year.
-
Returns 0.9% on equity, ahead of 50% of its peers.
-
Free cash flow was positive in 8/10 years.
Risks
-
Stock trades 554.1% above its 5-year average P/E.
-
Operating margin compressed from 15.5% to 13.8% over 3 years.
The numbers
All the key metrics, grouped by purpose
Tap any ? icon to learn what it means.
Valuation
How expensive the stock looks
P/E (TTM)
121.46x
Forward P/E
19.09x
P/B
1.35x
P/S
2.70x
EV/EBITDA
13.93x
PEG ratio
1.72x
Profitability
How much profit each dollar creates
Gross margin
35.0%
Operating margin
13.8%
Net margin
-0.4%
ROE
0.9%
ROA
2.0%
Health
Liquidity and balance-sheet strength
Debt / equity
0.23x
Current ratio
2.68x
Quick ratio
1.08x
Total debt
$3.22B
Total cash
$710.00M
Growth
How the business has been compounding
Revenue TTM
$9.70B
Revenue 5Y CAGR
-14.1%
EPS TTM
1.14
EPS 5Y CAGR
—
Cash flow
How much cash the business throws off
Operating CF TTM
$410.00M
Free CF TTM
$227.00M
FCF margin
2.3%
Dividend
Shareholder payout
Yield
1.7%
Payout ratio
321.1%
Last ex-div date
2026-08-31