DuPont de Nemours, Inc. (DD) AI Stock Analysis
DD AI stock analysis summary
AI ResearchDuPont de Nemours, Inc. (DD) is a global provider of technology-based materials and solutions across industrial, electronics, and protection markets. The company reported trailing twelve-month revenue of $6.99B with a profit margin of 0.8%. In the latest quarter ending June 30, 2026, quarterly earnings grew 149.6% year-over-year while quarterly revenue rose 4.0%.
- Market cap
- $17.61B
- Revenue (TTM)
- $6.99B
- P/E
- 35.1x fwd 16.5x
- 1Y return
- 35.4% S&P 500 16.8%
- Avg. target
- $165.47 26.8% vs last close
Bull case
- DuPont achieved 149.6% quarterly earnings growth year-over-year in the latest quarter ending June 30, 2026.
- The company returned capital to shareholders via $500.0M in share buybacks and $597.0M in dividends during FY2025, supported by 55 consecutive years of dividend payments.
- Analysts maintain 11 Strong Buy and 3 Buy ratings with a mean price target of $165.47, which is 26.8% above the last close.
Bear case
- Annual revenue declined 44.7% in FY2025 to $6.85B, resulting in a net income loss of -$779.0M.
- Trailing twelve-month operating margin of 14.2% is below the median of 19.6% for its S&P 500 Basic Materials peers.
- The 5-year revenue CAGR stands at -13.7%, reflecting long-term top-line contraction from FY2020 to FY2025.
What DuPont does
DuPont de Nemours, Inc. provides technology-based materials and solutions across global markets including the United States, Canada, Asia Pacific, Latin America, Europe, the Middle East, and Africa. The company operates through three segments: Electronics & Industrial, Mobility & Materials, and Water & Protection. Electronics & Industrial supplies advanced materials and printing systems for semiconductors, printed circuit boards, and displays such as OLED. Mobility & Materials delivers engineering resins, silicone encapsulants, and advanced films for transportation, electronics, renewable energy, and consumer goods. Water & Protection provides engineered products and integrated systems for worker safety, water purification and separation, transportation, energy, medical packaging, and building materials.
Growth and profitability
DuPont's revenue fell from $12.57B in FY2021 to $6.85B in FY2025, reflecting a 5-year revenue CAGR of -13.7%. Operating margin declined from 14.9% in FY2021 to 12.6% in FY2025. After net income reached $6.47B in FY2021, $5.87B in FY2022, $423.0M in FY2023, and $703.0M in FY2024, the company recorded net income of -$779.0M in FY2025 with a net margin of -11.4%. Free cash flow was $1.08B in FY2025 compared to -$956.0M in FY2021. For the trailing twelve months, revenue was $6.99B and operating margin was 14.2%. In the latest quarter ending June 30, 2026, revenue increased 4.0% year-over-year, while quarterly earnings grew 149.6%.
Balance sheet and cash flow
As of June 30, 2026, DuPont held $1.74B in cash and short-term investments against total debt of $3.12B, resulting in net debt of $1.39B. Shareholders' equity stood at $13.77B and total assets were $21.06B. The company maintained a current ratio of 2.43 and a debt-to-equity ratio of 0.23. In FY2025, operating cash flow generated was $1.41B. Capital allocation during FY2025 included capital expenditures of $333.0M, dividends paid of $597.0M, and share buybacks of $500.0M, which contributed to a 5-year share count change of -20.5%.
Valuation and performance
DuPont trades at a trailing P/E of 35.1x, above the 30.9x median of its S&P 500 Basic Materials peers. Its forward P/E is 16.5x compared to the peer median of 13.6x. The company has an EV to EBITDA ratio of 14.3x, slightly below the peer median of 14.6x, and a price-to-sales ratio of 2.5x versus the peer median of 2.4x. Its PEG ratio is 0.78, and price-to-book is 1.3x. Over the past year, DuPont's stock gained 35.4%, outpacing the S&P 500 return of 16.8%. Over 5 years, the stock returned 58.8% compared to 83.0% for the S&P 500.
DD dividend
DuPont pays an annual forward dividend of $2.40 per share, delivering a dividend yield of 1.84%. The company has paid consecutive dividends for 55 years and generated a 5-year annualized dividend growth rate of 7.3%. Its payout ratio stands at 29.3%, and its last ex-dividend date is November 30, 2026.
What analysts expect
Wall Street coverage includes 11 Strong Buy, 3 Buy, and 4 Hold ratings, with 0 Sell and 0 Strong Sell ratings. The mean price target is $165.47, representing an upside of 26.8% from the last close of $130.45 on October 16, 2026. For the current fiscal year ending December 31, 2026, analysts forecast revenue of $7.17B and EPS of $7.26, representing EPS growth of 44.1%. DuPont beat EPS expectations in 4 of the last 4 quarters, and the next earnings date is November 3, 2026.
Key risks and what to watch
- The company recorded a net margin of -11.4% in FY2025, reflecting potential operational and bottom-line volatility.
- DuPont carries total debt of $3.12B against cash and short-term investments of $1.74B as of June 30, 2026.
- Trailing quarterly revenue growth of 4.0% lags the S&P 500 Basic Materials peer median of 9.3%.
AI-generated research summary. Written with AI from Quotelinks data as of October 16, 2026 and checked so every figure matches that data. For information only, not investment advice. Disclaimer
About this DD AI stock analysis
This page is an AI-written research summary of DuPont de Nemours, Inc. (DD). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.
Related: DD income statement, DD balance sheet, DD key metrics, DD analyst forecast, DD chart. See the DD stock overview for the latest quote and news.
DD AI stock analysis FAQ
What is DuPont's dividend yield and payout history?
DuPont provides an annual forward dividend of $2.40 per share, which equates to a dividend yield of 1.84%. The company has paid dividends for 55 consecutive years with a payout ratio of 29.3%.
What are analysts forecasting for DuPont's fiscal year 2026?
For the fiscal year ending December 31, 2026, analysts estimate EPS of $7.26, representing 44.1% EPS growth, and revenue of $7.17B.
How does DuPont's valuation compare to its basic materials peers?
DuPont trades at a forward P/E of 16.5x, above the S&P 500 Basic Materials peer median of 13.6x. However, its EV to EBITDA ratio of 14.3x sits slightly below the peer median of 14.6x.
What is the consensus analyst rating on DD stock?
DuPont has 11 Strong Buy, 3 Buy, and 4 Hold ratings, with no Sell or Strong Sell ratings. The mean price target is $165.47, which sits 26.8% above the stock's closing price of $130.45 on October 16, 2026.