NYSE:DD

Stock Analysis Report

Executive Summary

DuPont de Nemours, Inc. provides technology-based materials, ingredients, and solutions in the United States, Canada, the Asia Pacific, Latin America, Europe, the Middle East, and Africa.

Rewards

Trading at 36.9% below its fair value

Earnings are forecast to grow 91.47% per year

Risk Analysis

Interest payments are not well covered by earnings

Dividend of 2.26% is not well covered by earnings

Highly volatile share price over past 3 months



Snowflake Analysis

Fair value with moderate growth potential.


Similar Companies

Share Price & News

How has DuPont de Nemours's share price performed over time and what events caused price changes?


Latest Share Price and Events

Stable Share Price: DD's share price has been volatile over the past 3 months.


Market Performance


7 Day Return

2.5%

DD

1.6%

US Chemicals

1.5%

US Market


1 Year Return

-67.4%

DD

-3.7%

US Chemicals

20.1%

US Market

Return vs Industry: DD underperformed the US Chemicals industry which returned -3.7% over the past year.

Return vs Market: DD underperformed the US Market which returned 20.1% over the past year.


Shareholder returns

DDIndustryMarket
7 Day2.5%1.6%1.5%
30 Day-13.7%-1.2%1.4%
90 Day-19.6%0.2%8.7%
1 Year-29.3%-67.4%10.1%-3.7%22.7%20.1%
3 Year-34.2%-71.1%29.9%5.2%50.1%40.5%
5 Year-12.6%-64.2%38.3%8.3%73.1%54.1%

Price Volatility Vs. Market

How volatile is DuPont de Nemours's share price compared to the market and industry in the last 5 years?


Simply Wall St News

Valuation

Is DuPont de Nemours undervalued compared to its fair value and its price relative to the market?

36.9%

Undervalued compared to fair value


Share Price vs. Fair Value

Below Fair Value: DD ($53.1) is trading below our estimate of fair value ($84.12)

Significantly Below Fair Value: DD is trading below fair value by more than 20%.


Price To Earnings Ratio

PE vs Industry: DD is unprofitable, so we can't compare its PE Ratio to the Chemicals industry average.

PE vs Market: DD is unprofitable, so we can't compare its PE Ratio to the US market.


Price to Earnings Growth Ratio

PEG Ratio: Insufficient data to calculate DD's PEG Ratio to determine if it is good value.


Price to Book Ratio

PB vs Industry: DD is good value based on its PB Ratio (1x) compared to the US Chemicals industry average (2.2x).


Next Steps

Future Growth

How is DuPont de Nemours forecast to perform in the next 1 to 3 years based on estimates from 19 analysts?

91.5%

Forecasted annual earnings growth


Earnings and Revenue Growth Forecasts


Analyst Future Growth Forecasts

Earnings vs Savings Rate: DD is forecast to become profitable over the next 3 years, which is considered faster growth than the savings rate (1.7%).

Earnings vs Market: DD is forecast to become profitable over the next 3 years, which is considered above average market growth.

High Growth Earnings: DD's is expected to become profitable in the next 3 years.

Revenue vs Market: DD's revenue (0.7% per year) is forecast to grow slower than the US market (7.6% per year).

High Growth Revenue: DD's revenue (0.7% per year) is forecast to grow slower than 20% per year.


Earnings per Share Growth Forecasts


Future Return on Equity

Future ROE: DD's Return on Equity is forecast to be low in 3 years time (7.3%).


Next Steps

Past Performance

How has DuPont de Nemours performed over the past 5 years?

-26.2%

Historical annual earnings growth


Earnings and Revenue History

Quality Earnings: DD is currently unprofitable.

Growing Profit Margin: DD is currently unprofitable.


Past Earnings Growth Analysis

Earnings Trend: DD is unprofitable, and losses have increased over the past 5 years at a rate of -26.2% per year.

Accelerating Growth: Unable to compare DD's earnings growth over the past year to its 5-year average as it is currently unprofitable

Earnings vs Industry: DD is unprofitable, making it difficult to compare its past year earnings growth to the Chemicals industry (-14.6%).


Return on Equity

High ROE: DD has a negative Return on Equity (-1.48%), as it is currently unprofitable.


Return on Assets


Return on Capital Employed


Next Steps

Financial Health

How is DuPont de Nemours's financial position?


Financial Position Analysis

Short Term Liabilities: DD's short term assets ($10.0B) exceed its short term liabilities ($8.3B).

Long Term Liabilities: DD's short term assets ($10.0B) do not cover its long term liabilities ($19.5B).


Debt to Equity History and Analysis

Debt Level: DD's debt to equity ratio (40.5%) is considered high.

Reducing Debt: DD's debt to equity ratio has reduced from 83.6% to 40.5% over the past 5 years.


Balance Sheet

Inventory Level: DD has a high level of physical assets or inventory.

Debt Coverage by Assets: DD's debt is not covered by short term assets (assets are 0.6x debt).


Cash Runway Analysis

For companies that have on average been loss making in the past we assess whether they have at least 1 year of cash runway.

Stable Cash Runway: DD has been profitable on average in the past, therefore cash runway is not a concern.

Forecast Cash Runway: DD has been profitable on average in the past, therefore cash runway is not a concern.


Next Steps

Dividend

What is DuPont de Nemours's current dividend yield, its reliability and sustainability?

2.26%

Current Dividend Yield


Upcoming Dividend Payment

Purchase DuPont de Nemours before the 'Buy Limit' to receive their next dividend payment.


Dividend Yield vs Market

company2.3%marketbottom25%1.4%markettop25%3.7%industryaverage2.2%forecastin3Years2.5%

Current dividend yield vs market & industry

Notable Dividend: DD's dividend (2.26%) is higher than the bottom 25% of dividend payers in the US market (1.44%).

High Dividend: DD's dividend (2.26%) is low compared to the top 25% of dividend payers in the US market (3.69%).


Stability and Growth of Payments

Stable Dividend: DD's dividend payments have been volatile in the past 10 years.

Growing Dividend: DD's dividend payments have fallen over the past 10 years.


Current Payout to Shareholders

Dividend Coverage: DD is paying a dividend but the company is unprofitable.


Future Payout to Shareholders

Future Dividend Coverage: DD's dividends in 3 years are forecast to be well covered by earnings (31.1% payout ratio).


Next Steps

Management

How experienced are the management team and are they aligned to shareholders interests?

0.8yrs

Average management tenure


CEO

Marc Doyle (49yo)

0.7yrs

Tenure

US$6,037,545

Compensation

Mr. Marc C. Doyle has been Chief Executive Officer and Director of DuPont de Nemours, Inc. since June 1, 2019. Mr. Doyle served as Chief Operating Officer of Specialty Products Division at DuPont de Nemour ...


CEO Compensation Analysis

Compensation vs Market: Marc's total compensation ($USD6.04M) is below average for companies of similar size in the US market ($USD10.81M).

Compensation vs Earnings: Insufficient data to compare Marc's compensation with company performance.


Leadership Team

NamePositionTenureCompensationOwnership
Edward Breen
Executive Chairman0.8yrsUS$18.68m0.039% $15.4m
Marc Doyle
CEO & Director0.7yrsUS$6.04m0.025% $9.7m
Jeanmarie Desmond
Executive VP & CFO0.8yrsno data0.0042% $1.6m
Daryl Roberts
Senior VP and Chief Operations & Engineering Officer0yrsno datano data
Michael Goss
VP, Controller & Principal Accounting Officer0.7yrsno data0.00060% $235.6k
Alexa Dembek
Senior VP and Chief Technology & Sustainability Officer0yrsno datano data
Steven Larrabee
Chief Information Officer & Senior VP0yrsno data0.0016% $624.3k
Lori Koch
Vice President Investor Relations and Corporate FP&A0yrsno datano data
Erik Hoover
Chief Compliance Officer0yrsno data0.0017% $667.4k
Darrell Ford
Senior VP & Chief Human Resources officer1.3yrsno data0.0072% $2.8m

0.8yrs

Average Tenure

53yo

Average Age

Experienced Management: DD's management team is not considered experienced ( 0.8 years average tenure), which suggests a new team.


Board Members

NamePositionTenureCompensationOwnership
Edward Breen
Executive Chairman0.8yrsUS$18.68m0.039% $15.4m
Marc Doyle
CEO & Director0.7yrsUS$6.04m0.025% $9.7m
Alexander Cutler
Lead Independent Director0yrsUS$314.46k0.00087% $341.6k
Rajiv Gupta
Independent Director0.7yrsno data0.000030% $11.8k
Raymond Milchovich
Independent Director0.7yrsUS$295.14k0.00076% $298.4k
Steven Sterin
Independent Director0.7yrsno data0.000060% $23.6k
Eleuthère du Pont
Independent Director0.7yrsno data0.0025% $997.2k
Ruby Chandy
Independent Director0.7yrsno data0.000040% $15.7k
Terrence Curtin
Independent Director0.7yrsno datano data
Franklin Clyburn
Independent Director0.7yrsno datano data

0.7yrs

Average Tenure

55.5yo

Average Age

Experienced Board: DD's board of directors are not considered experienced ( 0.7 years average tenure), which suggests a new board.


Ownership

Who are the major shareholders and have insiders been buying or selling?


Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.


Recent Insider Transactions

Ownership Breakdown

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.


Top Shareholders

Company Information

DuPont de Nemours, Inc.'s company bio, employee growth, exchange listings and data sources


Key Information

  • Name: DuPont de Nemours, Inc.
  • Ticker: DD
  • Exchange: NYSE
  • Founded: 1805
  • Industry: Specialty Chemicals
  • Sector: Materials
  • Market Cap: US$39.262b
  • Shares outstanding: 739.39m
  • Website: https://www.dupont.com

Number of Employees


Location

  • DuPont de Nemours, Inc.
  • 974 Centre Road
  • Wilmington
  • Delaware
  • 19805
  • United States

Listings

TickerExchangePrimary SecuritySecurity TypeCountryCurrencyListed on
DDNYSE (New York Stock Exchange)YesCommon StockUSUSDJan 1968
DD *BMV (Bolsa Mexicana de Valores)YesCommon StockMXMXNJan 1968
6D81DB (Deutsche Boerse AG)YesCommon StockDEEURJan 1968
DDPNWBAG (Wiener Boerse AG)YesCommon StockATEURJan 1968
6D81ETLX (Eurotlx)YesCommon StockITEURJan 1968
DDNB34BOVESPA (Bolsa de Valores de Sao Paulo)BDR EACH REPR 1 COM USD0.01BRBRLJul 2018

Biography

DuPont de Nemours, Inc. provides technology-based materials, ingredients, and solutions in the United States, Canada, the Asia Pacific, Latin America, Europe, the Middle East, and Africa. The company provide Electronics & Imaging segment supplies materials to manufacture photovoltaics and solar cells; materials and printing systems to the advanced printing industry; and materials and solutions for the fabrication of semiconductors and integrated circuits addressing front-end and back-end of the manufacturing process. This segment also provides permanent and process chemistries for the fabrication of printed circuit boards to include laminates and substrates, electroless, and electrolytic metallization solutions, as well as patterning solutions, and materials and metallization processes for metal finishing, decorative, and industrial applications. In addition, it offers various materials to manufacture rigid and flexible displays for liquid crystal displays, advanced-matrix organic light emitting diode, and quantum dot applications. The company provide Nutrition & Biosciences segment producesspecialty ingredients; and provides various solutions for food and beverage, dietary supplements, and pharmaceutical markets, as well as to animal nutrition, biofuels, textiles, cleaning, personal care, fertilizers, and oil and gas industries. It also provide Transportation & Advanced Polymers segment provides engineering resins, adhesives, lubricants, and parts to engineers and designers in the transportation, electronics, healthcare, industrial, and consumer end-markets. The company in Safety & Construction segment provides engineered products and integrated systems for construction, worker safety, energy, oil and gas, transportation, medical device, and water purification and separation industries. The company was formerly known as DowDuPont Inc. and changed its name to DuPont de Nemours, Inc. in June 2019. DuPont de Nemours, Inc. was founded in 1805 is based in Wilmington, Delaware. 


Company Analysis and Financial Data Status

All financial data provided by Standard & Poor's Capital IQ.
DataLast Updated (UTC time)
Company Analysis2020/02/17 00:49
End of Day Share Price2020/02/14 00:00
Earnings2019/12/31
Annual Earnings2019/12/31


Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.