A Look at DuPont (DD) Valuation After Renewed Optimism From High‑Profile Analyst Endorsement

Recent upbeat commentary from Jim Cramer on DuPont de Nemours (DD) has put fresh attention on the stock, as he praised management, the new electronics spinoff, and the company’s focus on higher margin water and materials businesses.

See our latest analysis for DuPont de Nemours.

That upbeat narrative is landing just as DuPont’s 1 month share price return of about 9 percent contrasts sharply with a roughly 45 percent year to date decline, while multi year total shareholder returns remain solid. This suggests sentiment may be turning after a painful reset.

If Cramer’s comments have you thinking about where else capital could work harder, it might be worth exploring fast growing stocks with high insider ownership as a way to uncover under the radar compounders.

With shares rebounding from steep year to date losses, trading modestly below analyst targets and near estimates of intrinsic value, investors now face a key question: Is DuPont still mispriced, or is future growth already reflected in the stock?

Most Popular Narrative Narrative: 13% Undervalued

With DuPont de Nemours trading at $41.26 against a most popular narrative fair value of $47.25, the storyline leans toward upside from here.

DuPont's accelerated growth in Electronics, particularly from AI driven applications, advanced packaging, and high performance computing, positions the company to capture outsized revenue expansion as node migrations and broader electronics market recovery unfold through 2025 and beyond.

Read the complete narrative.

Curious how modest top line expectations, rising margins and a richer future earnings multiple can still add up to upside potential? Unpack the full narrative drivers next.

Result: Fair Value of $47.25 (UNDERVALUED)

Have a read of the narrative in full and understand what's behind the forecasts.

However, sizable PFAS legal liabilities and DuPont’s heavy electronics exposure to China could pressure free cash flow and undermine the upside case.

Find out about the key risks to this DuPont de Nemours narrative.

Another Angle on Valuation

On earnings based valuation, DuPont looks more fully priced. Its price to earnings ratio of 23.8 times is roughly in line with the US Chemicals industry at 23.9 times and just below peers at 24.9 times, but still above its own fair ratio of 22.6 times.

That small gap may not sound like much. However, it means the market is already paying a premium to what our fair ratio suggests the multiple could drift toward, leaving less room for error if growth or margins disappoint from here.

See what the numbers say about this price — find out in our valuation breakdown.

Build Your Own DuPont de Nemours Narrative

If you see things differently or simply want to dig into the numbers yourself, you can build a custom view in just minutes: Do it your way.

A great starting point for your DuPont de Nemours research is our analysis highlighting 3 key rewards and 3 important warning signs that could impact your investment decision.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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