DuPont de Nemours, Inc. (DD) Stock

DuPont de Nemours, Inc. (DD) is a Materials stock trading at $128.09 (as of 2026-09-15), with a market capitalization of $17.31B and a trailing P/E of 314.7. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

DuPont de Nemours, Inc. provides technology-based materials and solutions across multiple regions, operating through Electronics & Industrial, Mobility & Materials, and Water & Protection. Its Electronics & Industrial segment includes materials and systems for printing, semiconductor and integrated circuit manufacturing, and related chemistries and materials for electronics fabrication and packaging, serving industrial customers.

Understand DuPont de Nemours, Inc.: how it makes money

DuPont sells specialty materials for semiconductor fabrication, water purification, EV batteries, and protective applications to industrial, government, and technology customers. Revenue splits roughly evenly between Diversified Industrials and Healthcare and Water, with electronics as the key growth engine.

Profit comes from selling specification-locked specialty chemicals into capital-intensive manufacturing (chips, desalination plants, EV cells), where technical complexity and long qualification cycles protect pricing from commodity dynamics.

Revenue by segment (latest quarter)
Diversified Ind$0.9B
Healthcare Water$0.8B

Business quality (Weak): The stock trades at 76.9x earnings versus a 31.2x industry average while revenue fell 44% YoY and ROE sits at 2%, a weak quality profile propped up by a high multiple.

Valuation: At 77× earnings, DD trades 147% above the Chemicals average (31×).

Bull case

  • Half-Year Growth Inflection: Management projects approximately 6% organic growth in the second half, a clear step-up from the 3% full-year organic rate. If delivered, it signals electronics and mobility are pulling the portfolio back toward expansion.
  • EV Battery Scaling: EV battery materials revenue is expected to reach triple digits in both 2026 and 2027, giving DuPont a new volume stream in a structurally high-growth end market that diversifies earnings away from cyclicals.
  • Structural Cost Reduction: The company targets 3% of annual COGS reduction from productivity initiatives, with run-rate expected within 18 months. At a 35% gross margin, even a couple of structural points lift EPS without additional pricing.

Bear case

  • Premium Multiple, Weak Base: DuPont trades at 76.9x earnings versus the Chemicals industry average of 31x, a 147% premium, while quarterly revenue fell 44% YoY. The market is pricing in a transformation that has not yet appeared in the top line.
  • Geopolitical Drag on Water: Middle East conflict is delaying desalination project timing and weakening water sales, capping the 45%-of-revenue Healthcare and Water segment just when it needs momentum. Even a few quarters of project slippage hits reported results.
  • Input Inflation Squeeze: Oil-and-gas inflation creates a 50-basis-point second-half margin headwind, stacking on a 30-basis-point decline already seen in Healthcare and Water margins. At a 15% operating margin, layered headwinds compress profit quickly.
Valuation — source: SEC EDGAR (first-party)
Price$128.09
Market Cap$17.31B
P/E Ratio314.7
EV / EBITDA16.4
Price / Book1.25
Price / Sales4.30
Dividend Yield2.4%
DCF Value (model)$31.09
DCF Upside vs Price-75.7%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$6.85B
Net Margin-11.4%
Return on Equity0.4%
Debt / Equity0.23
Current Ratio2.43
Revenue Growth (YoY)-44.2%
EPS Growth (YoY)150.0%
Valuation vs Sector & Industry
Stock P/E314.7
Sector P/E (Materials)21.7
Industry P/E (Chemicals)30.3
vs Sector1347.9%
vs Industry937.1%
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderVANGUARD GROUP INC ($2.04B)
Institutional Holders Tracked10
Congressional Trades (recent)10
Company
SectorMaterials
IndustryChemicals
CEOLori D. Koch
Employees24,000
CountryUS
IPO Date1972-06-01

DuPont de Nemours, Inc. earnings call transcripts

  • DD Q2 FY26 earnings call transcript (reported 2026-08-04) · analysis
  • DD Q1 FY26 earnings call transcript (reported 2026-05-05) · analysis
  • DD Q3 FY25 earnings call transcript (reported 2025-11-06) · analysis
  • DD Q2 FY25 earnings call transcript (reported 2025-08-05) · analysis
  • DD Q1 FY25 earnings call transcript (reported 2025-05-02) · analysis
  • DD Q3 FY24 earnings call transcript (reported 2024-11-05) · analysis

All DD earnings calls

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DD earnings history · DD institutional & insider holders · DD KPIs & operating metrics · DD financials · DD filings, presentations & press releases · DD investor presentations & press releases · DD SEC filings · DD peers · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-09-15.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.