Upside case
Bull case
—
The bull case requires both strong earnings delivery and the market pricing DD more generously than it does today.
Analysis OverviewBuyUpdated May 1, 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
+13.5% vs today
Scenario Range
— – —
Model bear to bull value window
Coverage
41
Published analyst ratings
Valuation Context
21.7x
Forward P/E · Market cap $20.2B
DD price targets
Three scenarios for where DD stock could go
Current
~$49
Confidence
59 / 100
Updated
May 1, 2026
Market caseClosest to today
Base case
—
The base case reflects analyst consensus expectations — steady delivery without requiring a major catalyst or re-rating.
Stress case
Bear case
—
The bear case reflects a scenario where earnings shortfalls or multiple compression combine to materially reduce the stock from its current level.
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
$20.2B
Revenue TTM
$9.7B
Net Income TTM
-$40M
Net Margin
-0.4%
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
+32.9%
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/$0.48
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/$0.48 | +14.6% | $1.7B/$1.7B | +0.9% |
FY1–FY2 Estimates
Revenue Outlook
FY1
$7.6B
-31.6% YoY
FY2
$5.9B
-22.9% YoY
EPS Outlook
FY1
$0.67
+135.7% YoY
FY2
$0.98
+45.9% YoY
Trailing FCF (TTM)$1.1B
FCF Margin: 11.4%
Next Earnings
—
Expected EPS
—
Expected Revenue
—
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
Slightly Undervalued
Fair value est. $49 — implies +5.5% from today's price.
Upside to Fair Value
5.5%
potential upside
Deep DiscountFair ValueVery Expensive
vs S&P 500 Trailing P/E
DD
-26.5x
vs
S&P 500
25.1x
205% discount
vs Basic Materials Trailing P/E
DD
-26.5x
vs
Basic Materials
22.3x
219% discount
vs DD 5Y Avg P/E
Today
-26.5x
vs
5Y Average
14.6x
281% discount
Forward PE
21.7x
S&P 500
19.1x
+14%
Basic Materials
15.2x
+42%
5Y Avg
—
—
Trailing PE
-26.5x
S&P 500
25.1x
-205%
Basic Materials
22.3x
-219%
5Y Avg
14.6x
-281%
PEG Ratio
—
S&P 500
1.72x
—
Basic Materials
1.17x
—
5Y Avg
—
—
EV/EBITDA
15.0x
S&P 500
15.2x
-1%
Basic Materials
11.0x
+37%
5Y Avg
8.2x
+82%
Price/FCF
18.7x
S&P 500
21.1x
-11%
Basic Materials
25.6x
-27%
5Y Avg
12.2x
+54%
Price/Sales
2.9x
S&P 500
3.1x
-6%
Basic Materials
1.9x
+56%
5Y Avg
1.5x
+101%
Dividend Yield
2.89%
S&P 500
1.87%
+55%
Basic Materials
1.32%
+119%
5Y Avg
4.15%
-30%
| Metric | DD | S&P 500 | Basic Materials | 5Y Avg DD |
|---|---|---|---|---|
| Forward PE | 21.7x | 19.1x+14% | 15.2x+42% | — |
| Trailing PE | -26.5x | 25.1x-205% | 22.3x-219% | 14.6x-281% |
| PEG Ratio | — | 1.72x | 1.17x | — |
| EV/EBITDA | 15.0x | 15.2x | 11.0x+37% | 8.2x+82% |
| Price/FCF | 18.7x | 21.1x-11% | 25.6x-27% | 12.2x+54% |
| Price/Sales | 2.9x | 3.1x | 1.9x+56% | 1.5x+101% |
| Dividend Yield | 2.89% | 1.87% | 1.32% | 4.15% |
DD trades above S&P 500 benchmarks on 1 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 5.4% 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
27.6%
Operating Margin
Operating income divided by revenue
13.6%
Net Margin
Net income divided by revenue
-0.4%
EPS (TTM)
Diluted earnings per share, trailing twelve months
$-0.10
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
5.4%
Dividend
2.9%
Buyback
2.5%
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 April 29, 2026
High Risk
Legal & Regulatory Issues
DuPont faces significant legal and regulatory challenges, including complex tax and indemnity arrangements and PFAS cost-sharing. The company has incurred legal settlements and is exposed to geopolitical risks, which could materially impact its financial standing.
High Risk
Financial Performance and Stability
Despite a strong balance sheet, DuPont has experienced weakened financial performance and inconsistent cash flow. Concerns have been raised regarding the company's dividend coverage by earnings, which is noted as not well-covered, potentially affecting investor confidence.
Medium
Operational and Market Risks
DuPont is susceptible to operational risks such as supply chain disruptions and cybersecurity threats. Additionally, ongoing weaknesses in key markets like electronics and construction, along with delays in realizing synergies from mergers, pose risks to its overall financial stability.
Medium
Divestitures and Separations
The company has undergone significant portfolio changes, including the spin-off of its Electronics business and the planned sale of its Aramids business. Risks associated with these separations include achieving expected benefits and potential tax liabilities.
Medium
Geopolitical Factors
DuPont's exposure to geopolitical risks, particularly in China, presents a concern for its operations and market access. Any escalation in geopolitical tensions could adversely affect the company's performance.
Lower
Past Financial Performance
Historical financial performance may not be a reliable indicator of future results, as trends suggest that past performance does not guarantee future success. Investors should be cautious in relying on historical data for forecasting.
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 April 29, 2026
Strong Analyst Sentiment
A significant majority of analysts recommend a 'Buy' or 'Strong Buy' for DD stock, with the consensus rating often described as 'Moderate Buy.' This positive sentiment is reflected in the average 12-month price target, which suggests a potential upside of around 18-20% from current price levels.
Growth in Healthcare and Water Segments
DuPont has demonstrated strong growth in its Healthcare and Water segments, with high-single-digit sales increases driven by demand in medical packaging and biopharma solutions. This growth is expected to continue, supported by increasing market needs.
Electronics & Industrial Segment Expansion
The Electronics & Industrial segment is anticipated to grow, fueled by technological advancements such as 5G and IoT expansion. This positions DuPont to capitalize on emerging trends and increased demand in these sectors.
Focus on Innovation and New Products
DuPont's commitment to innovation is a key driver of its growth, with new products expected to significantly contribute to revenue. Recent launches, including AI-enabled solutions for water treatment systems, underscore the company's focus on advancing its product offerings.
Quarterly Dividend for Shareholders
DuPont maintains a quarterly dividend, providing a return to shareholders and demonstrating the company's commitment to delivering value. This consistent dividend policy is a positive factor for income-focused investors.
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
$49.23
52W Range Position
87%
52-Week Range
Current price plotted between the 52-week low and high.
52-Week Low
$26.82
+83.6% from the low
52-Week High
$52.66
-6.5% from the high
1 Month
+8.06%
3 Month
+7.77%
YTD
+20.5%
1 Year
+80.1%
3Y CAGR
+21.6%
5Y CAGR
+7.8%
10Y CAGR
+5.0%
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
21.7x
vs 12.7x median
+70% above peer median
Revenue Growth
-31.6%
vs -1.0% median
-3018% below peer median
Net Margin
-0.4%
vs -5.7% median
+93% above peer median
| Company | Mkt Cap | Fwd PE | Rev Grw | Margin | Rating | Upside |
|---|---|---|---|---|---|---|
DD DD DuPont de Nemours, Inc. | $20.2B | 21.7x | -31.6% | -0.4% | Buy | +13.5% |
DOW DOW Dow Inc. | $29.4B | 13.8x | -1.0% | -7.0% | Hold | -3.1% |
LYB LYB LyondellBasell Industries N.V. | $25.1B | 10.8x | +5.2% | -3.4% | Hold | -5.3% |
EMN EMN Eastman Chemical Company | $8.8B | 13.1x | -2.4% | 4.6% | Buy | 0.0% |
CE CE Celanese Corporation | $7.7B | 12.3x | +0.0% | -10.8% | Hold | -5.2% |
HUN HUN Huntsman Corporation | $2.6B | — | -4.3% | -5.7% | Hold | -19.9% |
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 5.4% total yield, led by a 2.89% dividend. Buybacks add another 2.5%.
Dividend UnknownFCF Adequate
Total Shareholder Yield
5.4%
Dividend + buyback return per year
Buyback Yield
2.5%
Dividend Yield
2.89%
Payout Ratio
—
How DD Splits Its Return
Div 2.89%
Buyback 2.5%
Dividend 2.89%Buybacks 2.5%
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
Semi-Annual
5 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
2.5%
Shares Outstanding
Current diluted share count from the screening snapshot
410M
At 2.5%/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 +13.5% from the current price of $49.
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 (+21.9% from today), and the low-end target is $52 (+5.6%).
03Is DuPont de Nemours, Inc. (DD) stock overvalued in 2026?
DD trades at 21.7x 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 slightly undervalued. 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) Legal & Regulatory Issues — DuPont faces significant legal and regulatory challenges, including complex tax and indemnity arrangements and PFAS cost-sharing. (2) Financial Performance and Stability — Despite a strong balance sheet, DuPont has experienced weakened financial performance and inconsistent cash flow. (3) Operational and Market Risks — DuPont is susceptible to operational risks such as supply chain disruptions and cybersecurity threats. 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 $7.6B (-31.6% year-over-year) and EPS of $0.67 (+135.7% year-over-year) for the upcoming fiscal year. The following year, analysts project $5.9B in revenue.
06When does DuPont de Nemours, Inc. (DD) report its next earnings?
A confirmed upcoming earnings date for DD is not yet available. Check the Earnings section above for the most recent quarterly report dates and forward estimates.
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 (2.9% yield) and share repurchases ($500M TTM).