DD Stock Analysis — DuPont de Nemours, Inc.
Sector: Chemicals
AI Verdict
DuPont is cheap for the earnings on offer at 6.2x forward P/E, but the market is clearly skeptical that its moat can offset a -22.5% sales drop, so this is a value play only if you believe the decline is cyclical, not structural.
Competitive Moat
DuPont owns a portfolio of specialty chemical and materials technologies used in electronics, water solutions, and safety products, with deep customer integration and regulatory know-how creating switching costs. Its defensibility comes from proprietary formulations and long-term supply contracts in niche industrial applications.
Summary
A 6.2x forward P/E and a recent 42.76% rally make DuPont stand out among industrials despite shrinking sales.
Where It Stands
Shares are up 42.76% over the past year, the RSI is at 35.4 (just above oversold), and the stock trades at 6.2x forward earnings—far below the industrial sector median of 20x.
Key Metrics
- RSI: 35.4 — Near Oversold
- Forward P/E: 6.2x
- Revenue Growth: -0.2%
- Market Cap: $18.1B
- Dividend Yield: 0.02%
- 1-Year Return: 42.76%
- 52-Week High: $157.98
- 52-Week Low: $86.58
Analyst Consensus
22 Buy · 4 Hold · 0 Sell (26 analysts)
Bull Case
At 6.2x forward earnings, you're paying a deep discount for a business with entrenched customer relationships and a $18.1B market cap.
Bear Case
With trailing revenue down -22.5% year-over-year, even a low P/E could re-rate lower if the top line keeps shrinking, especially since the RSI at 35.4 suggests little technical support if sentiment turns.
Catalyst to Watch
Watch for the next earnings report—any sign of stabilizing or positive revenue growth could justify the low multiple.