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DuPont de Nemours, Inc.

Basic MaterialsSpecialty ChemicalsNASDAQ

$48.42

+$1.30 (2.69%)today

Conviction

5/ 10

Fair Value$55.79

Upside+15.21%

Signal7.61

Market Cap$19.8B

52W Range$22.50–$52.66

Next EarningsMay 1

Conviction History

Conviction Changes

No conviction changes recorded

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Price History

FAIR VALUE ANALYSISMonte Carlo · 5,000 runs · 99% valid

Fair Value$22.55

Current Price$45.26

Upside / Down-50.2%

P(Undervalued)0.0%

P(20%+ Up)0.0%

P(15%+ Down)97.9%

Fair Value Distribution — percentile bands

0.0% of simulations place fair value above current price

WHAT IS PRICED IN

Revenue-Based Reverse DCF

15.0%/yr

±7.5% · revenue growth to justify current price

FCF-Based Reverse DCF

63.0%/yr

±4.4% · FCF growth to justify current price

THE GAP

Market pricing margin compression or rising capex

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Bull Case

DuPont materials science transformation; semiconductor/water filtration growth segments.

Bear Case

Specialty chemicals demand tied to industrial capex cycle; divestiture execution risk.

Research Feed

sec_10kMar 3

Conviction: unchanged

DuPont FY2025 10-K: Transformation-Driven Contraction, Healthcare & Water Focus

Major transformation year completed: Qnity spin-off done, Aramids sale pending Q1 2026. Focus now pure-play healthcare/water + industrials. PFAS/litigation overhang remains material. Healthcare segmen...