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DD: Share Returns And Qnity Separation Will Shape A Balanced Outlook

ESG Challenges And PFAS Liabilities Will Erode Future Value

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DD
AnalystLowTarget
Not Invested
Published 15 Apr 2025

Update shared on 13 Dec 2025

Fair value Decreased 29%
Previous
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AnalystLowTarget's Fair Value
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1Y
-49.4%
7D
1.0%

Narrative Update

Analysts have cut their average 12 month price target on DuPont de Nemours to approximately 44 dollars from about 62 dollars. This reflects reduced expectations for revenue growth and profit margins, along with a higher assumed valuation multiple and discount rate.

What's in the News

  • DuPont broke ground on a new MOLYKOTE specialty lubricants manufacturing plant in Zhangjiagang, China, a major capacity expansion aimed at serving rising demand across transportation, industrial, energy, and electronics markets, with operations targeted for early 2027 (Key Developments).
  • The Board of Directors authorized a share repurchase program of up to $2 billion, signaling continued commitment to returning capital to shareholders (Key Developments).
  • DuPont issued updated guidance, trimming its full year 2025 net sales outlook to $6.84 billion while guiding fourth quarter 2025 net sales to $1.685 billion (Key Developments).
  • The company announced a quarterly dividend of $0.20 per share, payable December 15, 2025, to shareholders of record on November 28, 2025 (Key Developments).
  • DuPont approved the separation of its electronics business, Qnity, via a pro rata dividend of Qnity common stock to DuPont shareholders, with the distribution expected on November 1, 2025 (Key Developments).

Valuation Changes

  • Fair Value Estimate has been reduced significantly from approximately $62.26 to $44.00 per share.
  • The Discount Rate has increased modestly from about 7.75 percent to roughly 8.38 percent.
  • Revenue Growth has shifted sharply from an expected increase of about 0.87 percent to an expected decline of roughly 21.22 percent.
  • The Net Profit Margin has been lowered materially from around 14.46 percent to about 7.28 percent.
  • The Future P/E has been raised substantially from roughly 17.5x to about 51.6x earnings.

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Disclaimer

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