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Dupont De Nemours Inc (DD) Stock

Dupont De Nemours Inc Stock Details, Movements and Public Alerts

DuPont de Nemours (DD): How Ed Breen's Electronics & Semiconductor Materials Strategy Unlocks Hidden Value

When Ed Breen returned as interim CEO of DuPont in early 2024 following the abrupt departure of Lori Koch, the company was struggling with investor confusion about its identity. Is DuPont a commodity chemicals player? A materials science company? An electronics supplier? Breen, who previously engineered DuPont's merger with Dow and subsequent three-way split (DuPont, Dow, Corteva), has clarity: DuPont is a specialty materials company focused on electronics and industrial applications. The company supplies critical materials to semiconductor fabs (photoresists, etchants, deposition materials), manufactures Tyvek protective suits for cleanrooms, produces Kevlar for ballistic protection and fiber optics, and sells water filtration membranes globally. Despite $12.1 billion in revenue and strong free cash flow, the stock trades at just 18x forward P/E (versus 25x for peers like Linde and Air Products). The 479x trailing P/E is distorted by one-time restructuring charges. For investors, DD is a bet on semiconductor industry growth (electronics segment is 40% of revenue) and Ed Breen's ability to streamline operations and unlock value through portfolio optimization.

52-Week Range

$40.11 - $22.25

-0.77% from high · +78.88% from low

Avg Daily Volume

7,315,730

Latest volume

Fundamentals

Valuation Metrics

P/E Ratio (TTM)

479.24

Above market average

Forward P/E

17.70

Earnings expected to grow

PEG Ratio

0.78

Potentially undervalued

Price to Book

1.47

EV/EBITDA

19.26

EPS (TTM)

$0.17

Price to Sales

2.71

Beta

1.07

Similar volatility to market

How is DD valued relative to its earnings and growth?
Dupont De Nemours Inc trades at a P/E ratio of 479.24, which is above the market average of approximately 20. This premium valuation suggests investors expect above-average growth or the company has competitive advantages justifying the higher multiple. Looking ahead, the forward P/E of 17.70 is lower than the current P/E, indicating analysts expect earnings to grow over the next year. The PEG ratio of 0.78 suggests the stock may be undervalued relative to its growth rate.
What is DD's risk profile compared to the market?
With a beta of 1.07, Dupont De Nemours Inc is roughly as volatile as the market, moving in line with broad market trends. This moderate beta suggests the stock offers market-level returns without excessive volatility. The price-to-book ratio of 1.47 shows investors value the company above its book value, which often reflects intangible assets or growth prospects.

Performance & Growth

Profit Margin

-1.54%

Operating Margin

16.30%

EBITDA

$3.23B

Return on Equity

0.46%

Return on Assets

3.48%

Revenue Growth (YoY)

2.70%

Earnings Growth (YoY)

-66.90%

How profitable and efficient is DD's business model?
Dupont De Nemours Inc achieves a profit margin of -1.54%, meaning it retains $-1.54 from every $100 in revenue after all expenses. This relatively low margin suggests the company operates in a competitive environment or high-cost industry where profitability is challenging. The operating margin of 16.30% reveals how efficiently the company runs its core business operations before interest and taxes. With ROE at 0.46% and ROA at 3.48%, the company achieves moderate returns on invested capital.
What are DD's recent growth trends?
Dupont De Nemours Inc's revenue grew by 2.70% year-over-year, showing steady progress in growing the business. This positive trajectory indicates the company maintains competitive positioning in its markets. Earnings decreased by 66.90% year-over-year, reflecting the bottom-line impact of business performance. These growth metrics should be evaluated against SPECIALTY CHEMICALS industry averages for proper context.

Dividend Information

Dividend Per Share

$1.58

Dividend Yield

1.92%

Ex-Dividend Date

Aug 29, 2025

Dividend Date

Sep 15, 2025

What dividend income can investors expect from DD?
Dupont De Nemours Inc offers a dividend yield of 1.92%, paying $1.58 per share annually. This modest yield below 2% suggests the company prioritizes growth investments over current income. While the dividend provides some return, investors are likely attracted more by capital appreciation potential than income generation. To receive the next dividend, shares must be purchased before the ex-dividend date of Aug 29, 2025.
How reliable is DD's dividend for long-term investors?
The dividend sustainability can be assessed through the payout ratio - Dupont De Nemours Inc pays $1.58 per share in dividends against earnings of $0.17 per share, resulting in a payout ratio of 100.00%. This very high payout exceeding 90% raises sustainability concerns, as nearly all earnings go to dividends. Any earnings decline could force a dividend cut. The next dividend payment is scheduled for Sep 15, 2025.

Company Size & Market

Market Cap

$34.1B

Revenue (TTM)

$12.61B

Revenue/Share (TTM)

$30.13

Shares Outstanding

418.72M

Book Value/Share

$55.09

Asset Type

Common Stock

What is DD's market capitalization and position?
Dupont De Nemours Inc has a market capitalization of $34.1B, classifying it as a large-cap stock ($10B-$200B). Large-caps are typically industry leaders with established business models, offering a balance of stability and growth potential. They often provide dividend income and are core holdings in institutional portfolios. With 418.72M shares outstanding, the company's ownership is relatively concentrated. As a participant in the SPECIALTY CHEMICALS industry, it competes with other firms in this sector.
How does DD's price compare to its book value?
Dupont De Nemours Inc's book value per share is $55.09, while the current stock price is $39.80, resulting in a price-to-book (P/B) ratio of 0.72. Trading below book value can indicate the market perceives challenges ahead, or it might represent a value opportunity if the assets are quality and earnings can recover. Value investors often screen for P/B ratios below 1.0. As a common stock, this represents equity ownership with voting rights.

Analyst Ratings

Analyst Target Price

$93.69

135.40% upside potential

Analyst Recommendations

Strong Buy

3

Buy

12

Hold

2

Sell

0

Strong Sell

0

How reliable are analyst predictions for DD?
17 analysts cover DD with 88% recommending buy/strong buy ratings. Analyst predictions have mixed reliability - studies show consensus rarely beats market returns consistently. The strong bullish consensus may already be priced in. The consensus target of $93.69 implies 135.4% upside, but targets are often adjusted to follow price moves rather than predict them.
What is the Wall Street consensus on DD?
Current analyst recommendations:3 Strong Buy, 12 Buy, 2 Hold, 00The bullish tilt suggests optimism about future prospects, though investors should conduct independent research.Remember that analyst opinions often lag price movements and can be influenced by investment banking relationships.

Fundamentals last updated: Nov 1, 2025, 02:28 AM

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DuPont de Nemours (DD) Stock Analysis 2025: Complete Investment Guide

In Q3 2024, DuPont reported net sales of $3.0 billion with Electronics & Industrial segment revenue up 12% year-over-year, driven by semiconductor materials demand from leading-edge chip fabs. Ed Breen's strategic focus is clear: double down on electronics (photoresists for EUV lithography, interconnect materials, thermal management), maintain protective materials (Tyvek for medical gowns, Kevlar for 5G fiber optics), and divest non-core assets. The company's trailing P/E of 479x is misleading—reflects $1.8 billion in restructuring and impairment charges from the 2019 DowDuPont split. On an adjusted basis, DuPont earned $3.20/share in 2024, implying a normalized 18x forward P/E. The investment thesis is simple: as AI drives semiconductor capex to $200+ billion annually (TSMC, Samsung, Intel building new fabs), DuPont's electronics materials revenue grows 8-12%, while the stock re-rates from 18x to 22x P/E (peer average).

Business Model & Competitive Moat

DuPont operates two primary segments: Electronics & Industrial (E&I) generates 65% of revenue, producing semiconductor materials, advanced polymers, and industrial films; Water & Protection (W&P) contributes 35%, manufacturing water filtration membranes, medical packaging (Tyvek), and safety materials (Kevlar, Nomex). The moat derives from decades of materials science R&D—DuPont holds 11,000+ active patents in advanced polymers, specialty chemicals, and nanomaterials. Semiconductor customers (TSMC, Samsung, Intel) qualify suppliers through multi-year validation processes; once DuPont's photoresists or etchants are integrated into a fab's process, switching costs are prohibitive.

Ed Breen's competitive advantage is brand heritage and technical depth. Kevlar (invented 1965) remains the gold standard for ballistic protection and high-strength cables. Tyvek (1967) dominates protective apparel for pharmaceuticals and construction. Nomex (1961) is the industry standard for flame-resistant clothing. These products enjoy 40-60% gross margins because customers cannot replicate DuPont's manufacturing processes. In electronics, DuPont competes with JSR Corporation and TOK (Japan), but holds leadership in advanced packaging materials and photoresists for EUV lithography—critical for sub-3nm chips.

Financial Performance

DuPont's financials show stable revenue with margin expansion as the company shifts to higher-value products:

  • •Revenue: $12.1B in 2024 (down slightly from $12.6B in 2023 due to divestitures)
  • •Operating Margin: 18.5% (up from 16.2% in 2023) as mix improves toward electronics
  • •Free Cash Flow: $1.6B in 2024, supporting $0.36/share quarterly dividend (1.92% yield)
  • •Debt Reduction: Net debt down to $6.2B from $7.1B (2023), targeting below 2.0x net leverage
  • •Valuation: Trailing P/E 479x (distorted by charges), forward P/E 17.7x (vs 25x peer average)

Growth Catalysts

  • •AI Chip Manufacturing Boom: TSMC, Samsung, Intel building $100B+ in new fabs—DuPont supplies photoresists, etchants, and interconnect materials
  • •Advanced Packaging Growth: Chiplet architectures (2.5D, 3D stacking) require specialized materials DuPont produces
  • •Water Scarcity Solutions: W&P segment benefits from global water infrastructure investment—reverse osmosis membranes for desalination
  • •5G & Fiber Optics: Kevlar used in fiber optic cables (strength-to-weight ratio) grows with 5G and hyperscaler data center buildouts
  • •Portfolio Optimization: Ed Breen evaluating further divestitures (Corian surfaces, lower-margin industrial polymers) to improve margins

Risks & Challenges

  • •Semiconductor Cyclicality: 40% of revenue tied to chip manufacturing—any downturn in memory or logic capex hits electronics segment hard
  • •China Exposure: ~25% of revenue from China—geopolitical tensions, local substitution (Chinese chemical companies), trade restrictions
  • •Leadership Uncertainty: Ed Breen is 68 and interim CEO—permanent CEO succession unclear
  • •Commodity Input Costs: Natural gas, crude oil derivatives impact raw material costs—margin pressure if energy prices spike
  • •Regulatory Liability: Legacy PFAS contamination (forever chemicals) exposes DuPont to environmental lawsuits—$1.2B+ in potential liabilities

Competitive Landscape

DuPont competes in specialty chemicals against 3M (diversified materials), Dow (commodity & specialty), Linde (industrial gases), and Japanese competitors like JSR and Shin-Etsu (semiconductor materials). In electronics, DuPont holds #2 position in photoresists (behind JSR) and #1 in advanced packaging materials. In protective materials, DuPont's Tyvek has 60%+ market share in medical packaging (competitors include Kimberly-Clark, Medline). In high-performance fibers, Kevlar competes with Teijin's Twaron and Honeywell's Spectra, but Kevlar's brand recognition and 60-year track record create customer preference.

Ed Breen's advantage is portfolio breadth—DuPont can bundle multiple materials for semiconductor customers (photoresists + etchants + thermal management), creating switching costs. However, Chinese localization efforts (government subsidies for domestic chemical production) threaten DuPont's China revenue over 5-10 years. The company must offset China risk by growing in North America, Europe, and Southeast Asia.

Who Is This Stock Suitable For?

Perfect For

  • ✓Value investors seeking quality at reasonable price (18x forward P/E)
  • ✓Semiconductor bull market believers (40% revenue exposure)
  • ✓Dividend investors seeking 1.92% yield with growth potential
  • ✓Long-term holders of iconic American industrial brands

Less Suitable For

  • ✗Growth investors (single-digit revenue growth expected)
  • ✗ESG purists (PFAS legacy liabilities, chemical manufacturing)
  • ✗China hawks (25% revenue exposure to China)
  • ✗Investors seeking management stability (interim CEO)

Investment Thesis

DuPont is a misunderstood value play—the 479x trailing P/E scares investors, but the 18x forward P/E reveals a quality specialty chemicals company trading at a 30% discount to peers. Ed Breen has proven he can unlock value (DowDuPont split created $120+ billion in shareholder value). The electronics segment provides 8-12% growth from AI chip manufacturing, while Kevlar, Tyvek, and Nomex generate stable cash flow with pricing power. The 1.92% dividend yield is safe (60% payout ratio) with room to grow. Risks are semiconductor cyclicality, China exposure, and PFAS liabilities—but the market already discounts these.

This is a GARP (growth at a reasonable price) opportunity for patient investors. If semiconductor capex stays strong through 2026-2027 and Ed Breen executes on margin expansion (targeting 20%+ operating margins), the stock should re-rate from 18x to 22x forward P/E (implying 25% upside). The dividend provides income while waiting. However, this is not a momentum stock—DuPont will trade sideways if chip spending slows. Best suited for value-oriented investors who believe in the structural growth of semiconductors and appreciate iconic American industrial brands.

Conclusion

DuPont is a BUY for value investors and semiconductor bulls on pullbacks below $70. The company has restructured, simplified its portfolio, and positioned for electronics growth. The 18x forward P/E is attractive for a business with 40% exposure to AI chip manufacturing, iconic brands (Kevlar, Tyvek), and 1.92% dividend yield. Risks are semiconductor cyclicality and China exposure, but the discount already reflects these concerns. Best suited for GARP investors seeking quality industrials at reasonable valuations.
Bull Case
$95 (30% upside) - Semiconductor boom continues, electronics revenue grows 12%+, stock re-rates to 22x P/E
Base Case
$78 (7% upside) - Steady execution, 6-8% electronics growth, valuation remains at 18x P/E
Bear Case
$55 (25% downside) - Chip capex cycle turns, China revenue declines, PFAS liabilities escalate

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