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Specialty materials company making electronics/semiconductor materials, water filtration technologies and safety products like Kevlar and Tyvek.
Specialty materials company making electronics/semiconductor materials, water filtration technologies and safety products like Kevlar and Tyvek.
Sells specialty materials that are specified into customers' products, so revenue follows the output of industries such as water treatment, healthcare packaging and construction. In 2025 it split off its electronics business as a separate company, Qnity Electronics, leaving a narrower DuPont.
Moat: narrow (IP / patents, brand, process know-how). Deep materials-science IP and iconic protective-material brands (Kevlar, Tyvek) support premium positioning.
Headquarters: Wilmington, Delaware, US · Founded: 2019 · Employees: 15,000
Size DuPont (DD) is a United States Materials company (Chemicals: Major Diversified) with a market value of $19.4B, the 505th largest of 3,117 United States companies the cockpit tracks. Shares closed at $146.52 on 6 Nov 2026.
Performance Over six months the shares fell 1.5%, against +0.5% for the median peer and -1.1% for the United States market (cap-weighted) — 7th highest of 13 in its peer set.
Growth Revenue fell 43.5% over the last twelve months (peer median +4.4%); the operating margin is 14.4% (peer median 11.8%).
Valuation It trades at 18.3× forward earnings against a peer median of 16.4× (5th most expensive of 13).
Price implies For today's price to make sense, revenue must grow about 15% a year for seven years (Req g). Recent delivered growth is -14%, so the hurdle is +28 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 4.1 points below its cost of capital (9.4% WACC).
Credit DuPont has 3 bonds outstanding ($2.56B), rated BBB+ by the agencies and trading like A- at a weighted spread of 76 bp.
Short interest Short interest is 3.5% of the free float (15 Oct 2026).
Next results Next results expected around 9 Feb 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $7.06B | $6.85B | $6.72B | $12.1B | $13.0B |
| Revenue growth | — | +2% | -44% | -7% | — |
| Gross profit | $2.23B | $2.07B | $1.93B | $3.63B | $4.03B |
| EBITDA | $1.64B | $1.51B | $1.38B | $2.86B | $3.16B |
| Net income | $301M | -$779M | $703M | $423M | $5.87B |
| Free cash flow | $804M | $1.08B | $1.56B | $1.57B | -$155M |
| Capital expenditure | $99.0M | $333M | $285M | $619M | $743M |
| Total debt | $3.09B | $3.41B | $7.43B | $8.29B | $8.50B |
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 |
|---|---|---|---|---|---|---|
| DuPont DD | $19.4B | -1% | -43% | 14% | 18.3× | 14.7% |
| Dow DOW | $22.7B | -14% | +4% | 5% | 14.8× | 4.3% |
| 3M MMM | $95.7B | +30% | +2% | 21% | 19.2× | 11.3% |
| Honeywell Technologies HON | $69.8B | -1% | -17% | 18% | 23.2× | 4.1% |
| Corning GLW | $91.4B | -43% | +19% | 17% | 25.4× | 24.7% |
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 | DD | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +10.6% | -9.2% | highest of 13 |
| 6-month return | -1.5% | +0.5% | 7th highest of 13 |
| Distance from 52-week high | -6.5% | -33.9% | 3rd highest of 13 |
| Revenue growth (TTM) | -43.5% | +4.4% | lowest of 13 |
| Operating margin | 14.4% | 11.8% | 5th highest of 13 |
| Forward P/E | 18.3× | 16.4× | 5th most expensive of 13 |
| Growth the price implies (Req g, 7 yrs) | 14.7% | 10.7% | 4th most demanding of 10 |
| Growth delivered (Del g) | -13.7% | +6.6% | lowest of 10 |
| Hurdle (Req g minus delivered) | +28.4 pp | +3.4 pp | 2nd most demanding of 10 |
| ROIC minus cost of capital | -4.1 pp | +2.0 pp | 3rd lowest of 13 |
| EV / EBITDA | 12.8× | 11.4× | 4th most expensive of 10 |
| Net debt / EBITDA | 0.9× | 2.0× | 3rd least indebted of 10 |
| Bond spread | 76 bp | 112 bp | 3rd tightest of 7 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| DuPont DD | United States | $19.4B | -1% | -43% | 14% | 18.3× | 14.7% | -13.7% |
| Evonik Industries EVK.DE | Germany | $11.0B | +19% | +2% | 10% | 12.0× | -6.2% | +2.9% |
| Sika SIKA.SW | Switzerland | $36.4B | +32% | -4% | 14% | 24.9× | 10.7% | +7.3% |
| Sasol Limited Sponsored ADR SSL | United States | $10.3B | +14% | +18% | 22% | 4.8× | n/a | n/a |
| Peric Special Gases 688146.SS | China | $9.58B | +102% | +75% | 19% | 67.1× | 50.8% | +13.1% |
| Solstice Advanced Materials SOLS | United States | $9.22B | -26% | +3% | 17% | 17.8× | 0.3% | +2.7% |
| Mitsubishi Chemical 4188.T | Japan | $8.65B | +10% | -8% | 8% | 8.9× | -0.5% | +2.6% |
| Element Solutions ESI | United States | $7.61B | -29% | +40% | 14% | 15.0× | 16.6% | +6.6% |
| Nan Ya Plastic 1303.TW | Taiwan | $57.4B | +155% | +6% | 6% | 11.5× | n/a | n/a |
| Ecopro 086520.KS | South Korea | $6.55B | -57% | +11% | 9% | 31.5× | n/a | n/a |
| Tokyo Ohka Kogyo 4186.T | Japan | $5.03B | -30% | +22% | 21% | 17.8× | 19.9% | +15.1% |
| Arkema AKE.PA | France | $4.96B | -9% | -6% | 5% | 13.7× | 12.5% | +2.8% |
| Kingfa Sci. & Tech 600143.SS | China | $4.96B | -28% | -1% | 3% | 24.6× | -1.2% | +13.3% |
DuPont has 3 bonds outstanding with $2.56B face value. The agencies rate it BBB+; its bonds trade like A-. Weighted yield 5.76%, a spread of 76 bp over government bonds.