Start here if you're new
what it is
DuPont makes specialty materials used in water systems, medical packaging, worker safety gear, construction, and transportation.
how it gets paid
Last year Dupont De Nemours made $6.8B in revenue.
why it's growing
Revenue grew 304.5% last year. Flat revenue matters most. Revenue growth → more sales coming in → so what: if sales stay stuck near $1.7B a quarter.
what just happened
Quarterly revenue was $1.7B and flat vs. prior year, while SEC-reported EPS landed at -$0.30.
At a glance
B++ balance sheet — above average — nothing keeping you up at night
85/100 earnings predictability — you can trust these numbers
11.0x trailing p/e — the market's not buying it — or you found a deal
2.0% dividend yield — cash in your pocket every quarter
4.5% return on capital — nothing to write home about
xvary composite: 62/100 — average
What they do
DuPont makes specialty materials used in water systems, medical packaging, worker safety gear, construction, and transportation.
DuPont sits inside boring products you do not swap lightly, from water filtration materials to worker safety gear. If your plant, hospital, or jobsite already runs on these materials, changing suppliers can mean delays, testing, and compliance work. That stickiness shows up in a 28.5% operating margin (money left after running the business), high for a company with $6.8B in annual sales.
How they make money
$6.8B
annual revenue · their business grew +304.5% last year
total revenue
$6.8B
+304.5%
The products that matter
electronics-facing materials
Electronics & Industrial
$2.7B · largest listed segment
This $2.7B segment was flat. That's why the rest of the portfolio has to supply the growth.
largest segment
filtration and protection solutions
Water & Protection
$2.0B · +8%
This $2.0B business grew 8% and sits at the center of the company's near-term recovery pitch.
growth driver
medical and biopharma materials
Healthcare
$1.4B · +8%
At $1.4B, Healthcare is smaller, but matching 8% growth makes it one of the few parts of the portfolio clearly moving the right way.
smaller, faster
Key numbers
$62
18-month target
That is 53% above the $40.61 stock price. The gap tells you how hard expectations have reset.
11.0x
trailing p/e
P/E → price divided by earnings → so what: you are paying 11 times past profits, cheap if earnings stabilize.
4.5%
return on capital
Return on capital → profit from money invested in the business → so what: this is weak, and weak businesses stay cheap.
$7.0B
long debt
Debt equals 29% of capital. That is manageable, but it matters more when profits are uneven.
Financial health
B++
strength
- balance sheet grade B++ — above average financial health
- risk rank 3 — safer than 50% of stocks
- price stability 60 / 100
- long-term debt $7.0B (29% of capital)
- net profit margin 9.5% — keeps 10 cents of every dollar in revenue
- return on equity 5% — $0.05 profit for every $1 investors have put in
B++ — functional but not a standout on the balance sheet.
Total return vs. market
You invested $10,000 in DD 3 years ago → it's now worth $15,210.
The index would have given you $13,920.
source: institutional data · total return
What just happened
missed estimates
Quarterly revenue was $1.7B and flat vs. prior year, while SEC-reported EPS landed at -$0.30.
The quiet part: sales did not grow, even after a major portfolio reset. Quarterly EPS history also turned choppy, with 2025 falling to $3.70 from $4.07 in 2024, based on the quarterly figures provided.
$1.7B
revenue
$0.30
eps
28.5%
operating margin
the number that mattered
Flat revenue matters most. Revenue growth → more sales coming in → so what: if sales stay stuck near $1.7B a quarter, multiple expansion gets harder.
source: SEC filing and company earnings report, 2026
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What could go wrong
The #1 risk is the turnaround showing up in adjusted numbers but not in clean reported profit. This page already contains conflicting margin signals. The stock will not get the benefit of the doubt forever.
med
guided EPS does not bridge from the recent loss profile
A recent -11.4% profit margin has to coexist with 2026 EPS guidance of $2.25–$2.30.
If that bridge breaks, the 11.0x P/E stops looking cheap and starts looking misleading.
med
regulatory exposure in china is still in the file
The current risk dataset flags a China antitrust headline and ties it to roughly $1.0B–$1.7B of revenue at risk.
That is not a rounding error on a company with a $17B market cap.
med
legal headwinds are real even if this snapshot does not quantify them cleanly
An April 2025 legal headline is still part of the risk stack. The page does not give you a neat dollar estimate. That uncertainty is the point.
Messy liabilities keep low-multiple stocks cheap longer than value investors expect.
med
trade friction can hit segment revenue before it hits earnings slides
Management cited prior tariff impacts of roughly $60M to revenue.
That matters most in a portfolio where Electronics & Industrial is already flat and margin recovery still needs proof.
A few quarters of clean execution could rerate the stock. A few quarters of mixed reporting, legal noise, and flat core demand could keep it stuck exactly where value traps live.
source: institutional data · regulatory filings · risk analysis
Pay attention to
earnings test
Q1 2026 is the first real check on the turnaround math
The next report is the first chance to see whether 2026 EPS guidance of $2.25–$2.30 still looks credible after the latest quarter.
capital return
The remaining $1.5B of buyback authorization
A $500M accelerated repurchase is already done. The rest tells you how aggressive management wants to be while the turnaround is still being judged.
trade risk
Tariff pressure is not theoretical here
Management has already cited roughly $60M of revenue impact from tariffs in the past. If trade tension returns, Electronics exposure feels it first.
segment mix
Water and Healthcare need to keep outrunning the rest
Both grew 8%. Electronics & Industrial was flat. If the growers slow down, the recovery story gets thin fast.
Analyst rankings
earnings predictability
85 / 100
In human-speak, analysts think management is usually directionally reliable even if the accounting presentation is doing nobody any favors.
risk rank
3
That puts DD around the middle of the pack on safety. Not fragile, not a bunker.
price stability
60 / 100
The stock is steadier than the $33–$85 range suggests, but this is still a name where narrative resets move the tape.
source: institutional data
Institutional activity
601 buyers vs. 568 sellers in 3q2025. total institutional holdings: 0.3B shares.
source: institutional data
Price targets
3-5 year target range
$31
$93
$41
current price
$62
target midpoint · +53% from current · 3-5yr high: $70 (+70% · 16% ann'l return)
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