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Makes fluoroproducts (refrigerants, Teflon) and titanium dioxide pigments for industrial and consumer applications, spun off from DuPont.
Makes fluoroproducts (refrigerants, Teflon) and titanium dioxide pigments for industrial and consumer applications, spun off from DuPont.
Titanium dioxide, a white pigment used in paint and plastics, is sold at prices that rise and fall with supply, while refrigerants and fluoropolymers are more specialised and protected by patents on newer low-warming refrigerants. Legacy PFAS (so-called forever chemicals) liabilities are shared with DuPont and Corteva under a 2021 cost-sharing agreement.
Moat: narrow (IP / patents, scale, process know-how). Large-scale TiO2 and fluorochemical production with patented low-GWP refrigerant technology, though facing PFAS litigation liability.
Headquarters: Wilmington, Delaware, US · Founded: 2015 · Employees: 5,700
Size Chemours (CC) is a United States Materials company (Chemicals: Specialty) with a market value of $1.92B, the 1823rd largest of 3,117 United States companies the cockpit tracks. Shares closed at $12.75 on 6 Nov 2026.
Performance Over six months the shares fell 44.7%, against -24.6% for the median peer and -1.1% for the United States market (cap-weighted) — 6th lowest of 20 in its peer set.
Growth Revenue fell 0.5% over the last twelve months (peer median +18.1%); the operating margin is 3.0% (peer median 7.6%).
Valuation It trades at 8.2× forward earnings against a peer median of 16.1× (2nd cheapest of 18).
Price implies For today's price to make sense, revenue must grow about 16% a year for seven years (Req g). Recent delivered growth is +3%, so the hurdle is +13 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
Capital Return on invested capital runs 3.6 points below its cost of capital (7.6% WACC).
Backlog Backlog (remaining performance obligations) was $98.0M at 30 Sep 2026, down 46% on a year earlier — 0.0 years of trailing revenue. Backlog detail →
Credit Chemours has 3 bonds outstanding ($1.81B), rated BB- by the agencies and trading like B+ at a weighted spread of 276 bp.
Short interest Short interest is 9.9% of the free float (15 Oct 2026).
Next results Next results expected around 11 Feb 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $5.84B | $5.81B | $5.78B | $6.08B | $6.79B |
| Revenue growth | — | 0% | -5% | -11% | — |
| Gross profit | $882M | $901M | $1.14B | $1.31B | $1.64B |
| EBITDA | $492M | $654M | $735M | $812M | $1.10B |
| Net income | -$168M | -$386M | $69.0M | -$238M | $578M |
| Free cash flow | $211M | $51.0M | -$993M | $186M | $447M |
| Capital expenditure | $189M | $213M | $360M | $370M | $307M |
| Total debt | $4.03B | $4.39B | $4.37B | $4.30B | $3.88B |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Chemours CC | $1.92B | -45% | -1% | 3% | 8.2× | 16.1% |
| Tronox TROX | $401M | -72% | +4% | -3% | n/a | n/a |
| Honeywell Technologies HON | $69.8B | -1% | -17% | 18% | 23.2× | 4.1% |
| Kronos Worldwide KRO | $859M | +46% | +3% | -1% | 11.9× | 17.6% |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | CC | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -7.8% | -13.3% | 8th highest of 21 |
| 6-month return | -44.7% | -24.6% | 6th lowest of 20 |
| Distance from 52-week high | -55.5% | -49.8% | 8th lowest of 21 |
| Revenue growth (TTM) | -0.5% | +18.1% | 3rd lowest of 20 |
| Operating margin | 3.0% | 7.6% | 6th lowest of 21 |
| Forward P/E | 8.2× | 16.1× | 2nd cheapest of 18 |
| Growth the price implies (Req g, 7 yrs) | 16.1% | 6.0% | 4th most demanding of 11 |
| Growth delivered (Del g) | +3.2% | +6.4% | 4th lowest of 11 |
| Hurdle (Req g minus delivered) | +12.9 pp | +0.0 pp | 5th most demanding of 11 |
| ROIC minus cost of capital | -3.6 pp | -0.2 pp | 5th lowest of 21 |
| EV / EBITDA | 10.6× | 10.9× | 4th cheapest of 8 |
| Net debt / EBITDA | 6.7× | -1.0× | most indebted of 8 |
| Bond spread | 276 bp | n/a | — |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Chemours CC | United States | $1.92B | -45% | -1% | 3% | 8.2× | 16.1% | +3.2% |
| Guangdong Huate Gas 688268.SS | China | $1.92B | -47% | +27% | 13% | 56.1× | 35.6% | +7.2% |
| Minerals Technologies MTX | United States | $1.91B | -22% | +5% | 13% | 9.8× | 0.5% | +5.4% |
| Lily 603823.SS | China | $1.91B | +85% | +2% | 10% | 58.1× | 27.9% | +1.4% |
| Standard Nuclear STDN | United States | $1.90B | n/a | n/a | -288% | n/a | n/a | n/a |
| Lianhe Chemical Technology 002250.SZ | China | $1.90B | -16% | +28% | 13% | 19.7× | -3.4% | +6.1% |
| Ube 4208.T | Japan | $1.94B | +33% | +3% | 4% | 12.0× | n/a | n/a |
| Garware Hi-Tech Films GRWRHITECH.NS | India | $1.88B | +40% | +15% | 21% | 37.7× | 38.8% | +16.6% |
| Verbio VBK.DE | Germany | $1.88B | -37% | +19% | 5% | 13.2× | 1.1% | +12.8% |
| Inner Mongolia Shuangxin Environment-Friendly Material 001369.SZ | China | $1.87B | -28% | +3% | 15% | n/a | n/a | n/a |
| Zibo Qixiang Tengda Chemical 002408.SZ | China | $1.87B | -33% | +18% | -1% | 220.0× | 3.7% | -0.8% |
| Transfar Zhilian 002010.SZ | China | $1.87B | -21% | -30% | 5% | 16.1× | n/a | n/a |
| Ganzhou Teng Yuan Cobalt New Material 301219.SZ | China | $1.85B | -53% | +64% | 10% | 12.5× | n/a | n/a |
| Jiangsu Lopal Tech 603906.SS | China | $1.82B | -54% | +96% | 7% | 14.7× | n/a | n/a |
| Dongyue 0189.HK | Hong Kong | $2.04B | -28% | +8% | 19% | 5.6× | -12.4% | +6.6% |
| Ningbo Ronbay New Energy Technology 688005.SS | China | $2.05B | -45% | +41% | 1% | 37.8× | n/a | n/a |
| Fuso Chemical 4368.T | Japan | $1.79B | -19% | +17% | 26% | 13.1× | 8.4% | +12.8% |
| Crystal Clear Electronic Material 300655.SZ | China | $1.75B | -25% | +27% | 7% | 78.2× | n/a | n/a |
| Shaanxi Beiyuan Chemical Industry 601568.SS | China | $2.11B | -9% | -8% | -4% | 11.8× | 11.8% | -1.8% |
| SKC 011790.KS | South Korea | $2.14B | -46% | +24% | -9% | n/a | n/a | n/a |
| Tangshan SunFar Silicon Industries 603938.SS | China | $1.72B | +6% | +30% | 8% | 42.8× | n/a | n/a |
Chemours has 3 bonds outstanding with $1.81B face value. The agencies rate it BB-; its bonds trade like B+. Weighted yield 7.46%, a spread of 276 bp over government bonds.
Chemours reported $98.0M of remaining performance obligations at 30 Sep 2026, down 46% from a year earlier and down 20% from the previous quarter. That is 0.0 years of trailing revenue already under contract. Book-to-bill last quarter: 0.98.