Upside case
Bull case
$12-74.7%
The bull case prices DD at 5x on FY1 earnings, assuming continued execution and no meaningful deceleration in the core business.
Analysis OverviewBuyUpdated Jun 18, 2026
DuPont de Nemours, Inc. (DD) Stock Analysis
Wall Street verdict, consensus price target, and analyst rating breakdown — everything needed to frame the risk/reward at today's price.
Analyst consensus
Buy
Covering
41
analysts
24 bullish · 1 bearish · 41 covering DD
Strong Buy
0
Buy
24
Hold
16
Sell
1
Strong Sell
0
Consensus Target
$56
+18.2% vs today
Scenario Range
$6 – $12
Model bear to bull value window
Coverage
41
Published analyst ratings
Valuation Context
20.0x
Forward P/E · Market cap $19.5B
DD price targets
Three scenarios for where DD stock could go
Current
~$48
Confidence
48 / 100
Updated
Jun 18, 2026
Where we are now
Current · $48
Bear
$6
Base
$9
Bull
$12
Market caseClosest to today
Base case
$9-80.8%
At 4x on FY1 earnings, the base case reflects a reasonable but not stretched valuation. It prices in continued growth without assuming an exceptional setup.
Stress case
Bear case
$6-87.9%
If investor confidence fades or macro conditions deteriorate, a 18x multiple contraction could push DD down roughly 88% from where it trades now.
Not financial advice. Model confidence reflects internal scenario assumptions, not a guarantee of returns. Past performance does not predict future results.
DuPont de Nemours, Inc.
DD · NYSEBasic MaterialsChemicals - SpecialtyDecember year-end
DuPont is a specialty chemicals company that develops high-performance materials and solutions for electronics, transportation, and industrial applications. It generates revenue primarily through three segments: Electronics & Industrial (~40% of sales), Mobility & Materials (~30%), and Water & Protection (~30%). The company's competitive advantage lies in its deep R&D capabilities, extensive patent portfolio, and long-standing customer relationships in technically demanding industries.
Market Cap
$19.5B
Revenue TTM
$9.7B
Net Income TTM
-$29M
Net Margin
-0.3%
DD Revenue and Earnings Performance
Quarterly beat-or-miss track record against analyst estimates, plus forward revenue and EPS outlook for the next two fiscal years.
EPS Beat Rate
100%Exceptional
12 quarters tracked
Revenue Beat Rate
67%Exceptional
vs consensus estimates
Avg EPS Surprise
+32.8%
above Street consensus
Beat / Miss Record
BeatMissLeft = EPS · Right = Revenue
Q3 2025
Q4 2025
Q1 2026
Q2 2026
Last 4 Quarters
EPS beats: 4 of 4Q3 2025
EPS
$1.12/$0.45
Revenue
$3.3B/$3.2B
Q4 2025
EPS
$1.09/$0.47
Revenue
$3.1B/$2.9B
Q1 2026
EPS
$0.46/$0.43
Revenue
$1.7B/$1.7B
Q2 2026
EPS
$0.55/$0.49
Revenue
$1.7B/$1.7B
| Quarter | EPS (Actual / Est) | EPS Surprise | Revenue (Actual / Est) | Rev Surprise |
|---|---|---|---|---|
| Q3 2025 | $1.12/$0.45 | +151.7% | $3.3B/$3.2B | +0.5% |
| Q4 2025 | $1.09/$0.47 | +134.1% | $3.1B/$2.9B | +5.9% |
| Q1 2026 | $0.46/$0.43 | +7.0% | $1.7B/$1.7B | +0.3% |
| Q2 2026 | $0.55/$0.49 | +12.7% | $1.7B/$1.7B | +0.9% |
FY1–FY2 Estimates
Revenue Outlook
FY1
$8.5B
-12.0% YoY
FY2
$7.7B
-9.7% YoY
EPS Outlook
FY1
$0.74
+1150.1% YoY
FY2
$0.92
+24.2% YoY
Trailing FCF (TTM)$1.1B
FCF Margin: 11.4%
Next Earnings
August 4, 2026
Expected EPS
$0.58
Expected Revenue
$1.8B
DD beat EPS estimates in 4 of 4 tracked quarters. A perfect track record raises the bar for the upcoming report.
DD Revenue Breakdown by Segment
Product and geographic revenue mix from the latest annual disclosure, with year-over-year growth by segment.
Latest disclosure
FY 2025
Total disclosed revenue $7.6B
Product Mix
Latest annual revenue by segment or product family
Segment breakdown not available for this company.
Geographic Mix
Latest annual revenue by reported region
U.S. & Canada
45.2%
-21.9% YoY
Tap, hover, or focus a slice to inspect segment detail.
U.S. & Canada is the largest reported region at 45.2%, down 21.9% YoY.
DD Valuation Snapshot
Current multiples compared to the S&P 500, the company's sector, and its own five-year average.
Relative Value Signal
Fair versus peers
Fair value est. $44 — implies -6.9% from today's price.
Premium to Fair Value
6.9%
above fair value
Deep DiscountFair ValueVery Expensive
vs S&P 500 Trailing P/E
DD
-25.6x
vs
S&P 500
24.4x
205% discount
vs Basic Materials Trailing P/E
DD
-25.6x
vs
Basic Materials
23.6x
209% discount
vs DD 5Y Avg P/E
Today
-25.6x
vs
5Y Average
14.6x
275% discount
Forward PE
20.0x
S&P 500
18.8x
+6%
Basic Materials
14.9x
+35%
5Y Avg
—
—
Trailing PE
-25.6x
S&P 500
24.4x
-205%
Basic Materials
23.6x
-209%
5Y Avg
14.6x
-275%
PEG Ratio
—
S&P 500
1.66x
—
Basic Materials
1.23x
—
5Y Avg
—
—
EV/EBITDA
14.6x
S&P 500
15.2x
-4%
Basic Materials
11.0x
+32%
5Y Avg
8.2x
+77%
Price/FCF
18.1x
S&P 500
20.7x
-12%
Basic Materials
29.0x
-37%
5Y Avg
12.2x
+49%
Price/Sales
2.9x
S&P 500
3.1x
-8%
Basic Materials
1.9x
+52%
5Y Avg
1.5x
+95%
Dividend Yield
2.99%
S&P 500
1.91%
+56%
Basic Materials
1.41%
+112%
5Y Avg
4.15%
-28%
| Metric | DD | S&P 500 | Basic Materials | 5Y Avg DD |
|---|---|---|---|---|
| Forward PE | 20.0x | 18.8x | 14.9x+35% | — |
| Trailing PE | -25.6x | 24.4x-205% | 23.6x-209% | 14.6x-275% |
| PEG Ratio | — | 1.66x | 1.23x | — |
| EV/EBITDA | 14.6x | 15.2x | 11.0x+32% | 8.2x+77% |
| Price/FCF | 18.1x | 20.7x-12% | 29.0x-37% | 12.2x+49% |
| Price/Sales | 2.9x | 3.1x | 1.9x+52% | 1.5x+95% |
| Dividend Yield | 2.99% | 1.91% | 1.41% | 4.15% |
DD trades above S&P 500 benchmarks on 0 of 5 measured multiples — appears modestly priced relative to the S&P 500 on most measures.
Forward P/E and PEG reflect analyst consensus estimates. Historical averages use trailing ratios where forward data is unavailable.S&P 500 and sector benchmarks both use trailing median P/E — similar readings indicate the broader index and sector are priced alike.
Open valuation toolDD Financial Health
Verdict
Stressed
DD generates $1.1B in free cash flow at a 11.4% margin — returns 5.5% of market cap to shareholders annually.
Cash Engine
Revenue, margins, and cash generation
Revenue (TTM)
Trailing-twelve-month sales base
$9.7B
Revenue Growth
TTM vs prior year
-20.4%
Gross Margin
Gross profit as a share of revenue
33.8%
Operating Margin
Operating income divided by revenue
15.3%
Net Margin
Net income divided by revenue
-0.3%
EPS (TTM)
Diluted earnings per share, trailing twelve months
$-0.07
Free Cash Flow (TTM)
Cash generation after capex
$1.1B
FCF Margin
FCF as share of revenue — the primary cash quality signal
11.4%
Capital Quality
ROIC, leverage, and debt serviceability
ROIC
Return on invested capital — primary competitive quality signal
2.8%
ROA
Return on assets, trailing twelve months
-0.1%
Cash & Equivalents
Liquid assets on the balance sheet
$757M
Net Debt
Total debt minus cash
$2.4B
Debt Serviceability
Net debt as a multiple of annual free cash flow
2.2× FCF
~2.2 years to full repayment at current FCF run-rate
ROE
Return on equity, trailing twelve months
-0.2%
Shareholder Returns
How capital is returned to owners
Total shareholder yield
5.5%
Dividend
3.0%
Buyback
2.6%
Share Repurchases
Trailing buyback outflow — dollar magnitude of capital returned
$500M
Dividend / Share
Annualized trailing dividend per share
$1.42
Payout Ratio
Share of earnings distributed as dividends
—
Shares Outstanding
Declining as buybacks retire shares
410M
All figures from the trailing twelve months. ROIC uses invested capital (equity + net debt).
Open full ratios pageDD Stock Risk Factors
Key factors that could pressure the stock price, compress the multiple, or weigh on future results.
AI analysis · updated June 18, 2026
High Risk
Financial Health Risks
Deep dive into DuPont de Nemours's financial health indicates potential concerns that investors should review before committing capital.
Medium
Operational Execution Risks
Despite strong quarterly results, operational execution risks remain as the company navigates complex industrial and healthcare markets.
High Risk
Market Competition
DuPont operates in highly competitive segments like healthcare and industrial solutions, where innovation and pricing pressures could impact margins.
Medium
Regulatory Exposure
As a producer of engineered products for critical industries, DuPont faces regulatory risks that could affect operations and profitability.
Lower
Technological Disruption
While DuPont invests in advanced science and technology, rapid technological changes could render some of its solutions obsolete.
High Risk
Economic Sensitivity
DuPont's broad industrial exposure makes it vulnerable to economic downturns, impacting demand for its products.
Medium
Guidance Reliability
Although DuPont raised its financial guidance, achieving these targets depends on sustained commercial and operational execution.
These are risk mechanisms, not predictions. The key question is which would force a cut to earnings estimates or a lower multiple than the market currently prices in.
Why DD Stock Could Outperform
Structural drivers behind the upside case and why the stock could outperform over the next 12 months.
AI analysis · updated June 18, 2026
Diversified high-performance solutions
DuPont provides leading engineered products and solutions across healthcare, water, and industrial segments, driving innovation and market leadership.
Strong financial moat
The company's robust financial health and competitive advantages position it well for long-term growth and stability.
Cost-saving initiatives
Successful cost-saving measures and operational efficiencies are expected to improve margins and support upside potential.
Innovation and technology leadership
DuPont's commitment to advanced science and technology fuels its ability to address current challenges and shape future markets.
Cyclical market recovery
Modest improvements in cyclical markets could enhance DuPont's revenue and profitability in the near term.
Share buyback impact
Strategic share repurchases are likely to drive earnings per share growth and shareholder value.
Strong quarterly performance
Recent robust quarterly results have propelled the stock to new highs, validating the bullish investment thesis.
A real bull case compounds — each driver matters most when it strengthens margins, supports capital returns, and keeps the company above the market's minimum growth bar simultaneously.
DD Stock Price Performance
52-week range context and price returns across multiple time horizons. Dividend contribution is shown separately in the Capital Return section.
Current Price
$47.69
52W Range Position
80%
52-Week Range
Current price plotted between the 52-week low and high.
52-Week Low
$27.45
+73.7% from the low
52-Week High
$52.66
-9.4% from the high
1 Month
-1.95%
3 Month
+8.39%
YTD
+16.7%
1 Year
+70.5%
3Y CAGR
+18.4%
5Y CAGR
+8.3%
10Y CAGR
+4.2%
Range context matters because valuation compression and earnings misses rarely hit from the same starting point. A stock already far below its high can still fall, but it is no longer carrying the same embedded optimism as one pressing a fresh peak.
DD vs Peers
Valuation, growth, and margin comparison against the closest publicly traded peers for this company.
Peer Set
Accurate peer set
Forward PE
20.0x
vs 9.1x median
+119% above peer median
Revenue Growth
-12.0%
vs +2.7% median
-548% below peer median
Net Margin
-0.3%
vs -5.7% median
+95% above peer median
| Company | Mkt Cap | Fwd PE | Rev Grw | Margin | Rating | Upside |
|---|---|---|---|---|---|---|
DD DD DuPont de Nemours, Inc. | $19.5B | 20.0x | -12.0% | -0.3% | Buy | +18.2% |
DOW DOW Dow Inc. | $22.8B | 10.0x | +4.6% | -7.0% | Hold | +24.0% |
LYB LYB LyondellBasell Industries N.V. | $19.4B | 6.4x | +2.9% | -3.4% | Hold | +33.5% |
EMN EMN Eastman Chemical Company | $8.3B | 11.4x | +0.1% | 4.6% | Buy | +10.2% |
CE CE Celanese Corporation | $5.7B | 8.3x | +2.7% | -10.8% | Hold | +28.2% |
HUN HUN Huntsman Corporation | $2.1B | — | +1.7% | -5.7% | Hold | +14.3% |
This peer comparison reflects companies with similar business models, product lines, or market positioning, supplemented by industry grouping when direct matches are limited.
DD Dividend and Capital Return
DD returns 5.5% total yield, led by a 2.99% dividend. Buybacks add another 2.6%.
Dividend UnknownFCF Adequate
Total Shareholder Yield
5.5%
Dividend + buyback return per year
Buyback Yield
2.6%
Dividend Yield
2.99%
Payout Ratio
—
How DD Splits Its Return
Div 2.99%
Buyback 2.6%
Dividend 2.99%Buybacks 2.6%
Dividend Profile
Yield, cadence, and growth quality
Dividend / Share
Trailing annualized cash dividend
$1.42
Growth Streak
Consecutive years of dividend increases
4Y
3Y Div CAGR
9.0%
5Y Div CAGR
7.3%
Ex-Dividend Date
—
Payment Cadence
Quarterly
4 payments over the last 12 months
Buyback Engine
How much per-share support comes from repurchases
Repurchases (TTM)
Cash used for buybacks in the latest trailing period
$500M
Estimated Shares Retired
10M
Approx. Share Reduction
2.6%
Shares Outstanding
Current diluted share count from the screening snapshot
410M
At 2.6%/year, buybacks mechanically lift EPS even with flat earnings — each remaining share represents a slightly larger piece of the company.
| Year | Div / Share | YoY Grw | BB Yield | Total Yield |
|---|---|---|---|---|
| 2026 | $0.40 | — | — | — |
| 2025 | $0.71 | +12.4% | 3.0% | 6.5% |
| 2024 | $0.64 | +5.6% | 3.7% | 8.5% |
| 2023 | $0.60 | +9.1% | 13.8% | 18.3% |
| 2022 | $0.55 | +10.0% | 30.5% | 35.0% |
FAQ
7 questionsDD Investor Questions
Common questions answered from live analyst data and company financials.
01Is DuPont de Nemours, Inc. (DD) stock a buy or sell in 2026?
DuPont de Nemours, Inc. (DD) is rated Buy by Wall Street analysts as of 2026. Of 41 analysts covering the stock, 24 rate it Buy or Strong Buy, 16 rate it Hold, and 1 rate it Sell or Strong Sell. The consensus 12-month price target is $56, implying +18.2% from the current price of $48. The bear case scenario is $6 and the bull case is $12.
02What is the DD stock price target for 2026?
The Wall Street consensus price target for DD is $56 based on 41 analyst estimates. The high-end target is $60 (+25.8% from today), and the low-end target is $52 (+9.0%). The base case model target is $9.
03Is DuPont de Nemours, Inc. (DD) stock overvalued in 2026?
DD trades at 20.0x times forward earnings. The stock currently trades at a discount to the broader market. Based on current multiples versus the peer group, the relative model signals fair versus peers. Whether the stock is over or undervalued ultimately depends on whether consensus earnings estimates are achievable.
04What are the main risks for DuPont de Nemours, Inc. (DD) stock in 2026?
The primary risks for DD in 2026 are: (1) Financial Health Risks — Deep dive into DuPont de Nemours's financial health indicates potential concerns that investors should review before committing capital. (2) Market Competition — DuPont operates in highly competitive segments like healthcare and industrial solutions, where innovation and pricing pressures could impact margins. (3) Economic Sensitivity — DuPont's broad industrial exposure makes it vulnerable to economic downturns, impacting demand for its products. Each factor has the potential to pressure earnings or compress the stock's valuation multiple.
05What is DuPont de Nemours, Inc.'s revenue and earnings forecast?
Analyst consensus estimates DD will report consensus revenue of $8.5B (-12.0% year-over-year) and EPS of $0.74 (+1150.1% year-over-year) for the upcoming fiscal year. The following year, analysts project $7.7B in revenue.
06When does DuPont de Nemours, Inc. (DD) report its next earnings?
DuPont de Nemours, Inc. is expected to report its next earnings on approximately 2026-08-04. Consensus expects EPS of $0.58 and revenue of $1.8B. Over recent quarters, DD has beaten EPS estimates 100% of the time.
07How much free cash flow does DuPont de Nemours, Inc. generate?
DuPont de Nemours, Inc. (DD) generated $1.1B in free cash flow over the trailing twelve months — a free cash flow margin of 11.4%. DD returns capital to shareholders through dividends (3.0% yield) and share repurchases ($500M TTM).