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CC: Long-Term Margin Outlook Will Offset Near-Term Losses And Completed Buybacks

Escalating PFAS Liabilities And Cost Pressures Will Weigh Future Prospects

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CC
AnalystLowTarget
Not Invested
Published 05 May 2025

Update shared on 12 Dec 2025

Fair value Increased 14%
Previous
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AnalystLowTarget's Fair Value
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1Y
-31.0%
7D
6.1%

Analysts have raised their price target on Chemours from 11 dollars and 41 cents to 13 dollars, reflecting expectations for significantly stronger long term profit margins, despite slightly more conservative assumptions for revenue growth and valuation multiples.

What's in the News

  • Completed a share repurchase program totaling 10,342,722 shares, representing 6.76% of outstanding shares, for $309.28 million under the buyback announced on May 2, 2022 (Key Developments).
  • Reported no share repurchases between July 1, 2025 and September 30, 2025. The buyback program is fully completed with no remaining authorization (Key Developments).
  • Issued fourth quarter 2025 guidance indicating that consolidated net sales are expected to decline 10% to 15% sequentially due to seasonal factors (Key Developments).
  • Projected a full year 2025 net loss attributable to Chemours in the range of $335 million to $318 million (Key Developments).

Valuation Changes

  • The fair value estimate has risen moderately from 11 dollars and 41 cents to 13 dollars per share, reflecting improved long term profitability expectations.
  • The discount rate has increased slightly from approximately 10.95 percent to 11.80 percent, indicating a modestly higher perceived risk or required return.
  • Revenue growth has been adjusted down slightly from about 3.55 percent to 3.36 percent annually, incorporating more conservative top line assumptions.
  • The net profit margin has risen sharply from roughly 8.43 percent to about 30.39 percent, signaling a major upgrade to long term margin expectations.
  • The future P/E multiple has been reduced significantly from around 4.27 times to about 1.40 times, implying a more conservative valuation framework despite higher earnings power.

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