The Chemours Company – Q1 2025 Performance Deep Dive

Published
27 Jan 25
Updated
18 Jun 25
WaneInvestmentHouse's Fair Value
US$14.00
9.8% overvalued intrinsic discount
18 Jun
US$15.37
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1Y
-20.4%
7D
5.1%

Author's Valuation

US$14.0

9.8% overvalued intrinsic discount

WaneInvestmentHouse's Fair Value

Shared on18 Jun 25

Subject: Chemours Raises Q2 2025 Outlook Amid Surging Refrigerant Demand and Resilient Segment Performance Chemours Company (NYSE: CC) has delivered a bullish Q2 2025 outlook revision , driven by stronger-than-expected performance across its Thermal & Specialized Solutions (TSS) and Advanced Performance Materials (APM) segments. While the Titanium Technologies (TT) business faces temporary headwinds, the company maintains a solid overall growth trajectory for the quarter.

Shared on05 May 25
Fair value Decreased 34%

WaneInvestmentHouse has decreased revenue growth from 11.3% to 1.3%, increased profit margin from 1.3% to 5.0%, decreased future PE multiple from 38.7x to 13.7x and increased discount rate from 9.4% to 17.0%.

Shared on19 Mar 25

WaneInvestmentHouse made no meaningful changes to valuation assumptions.

Shared on19 Feb 25
Fair value Increased 0.33%

WaneInvestmentHouse made no meaningful changes to valuation assumptions.