NYSEMaterialsChemicalsSnapshot 2026-08-31
Reading DD? Create a free portfolio, then add this holding for ongoing Reports and tracking. Track it in a free portfolio. No credit card.
Create your account →Broken: Recent financial performance freshly dropped to the bottom half of its industry.
DuPont aims for 4% organic sales growth in 2026. It raised full year EPS guidance to $2.35-$2.40. The company plans a $275 million share buyback. Profit margins are expected near 27%.
Recent guidance cuts show risks to earnings growth. CEO changes add uncertainty. The stock trades at a high price-to-earnings ratio of 43.36.
The market expects about 5% revenue growth and values DuPont above our fair value. Our fair value is about 20% below the Street median price target.
Breaks if: accelerated share repurchase not completed by mid-2026
Breaks if: full year EPS guidance falls below $2.10 in FY26
organic revenue growth falls below 2% YoY in FY26
This is not a price target or investment advice.
A long-form read on the 1–3 year hold thesis. It updates when the weekly evidence changes.
This investment represents a speculative growth opportunity, given its focus on achieving organic sales growth and margin expansion. However, the current thesis state is weakened due to recent performance declines and high valuation relative to peers.
The market seems to be pricing in an expensive valuation, with expectations that may not fully reflect the recent volatility in management and performance. There is a notable gap in expectations, suggesting that the current price may not be justified given the company's recent struggles.
Fundamentals are likely to show mixed results in the near term, as the company aims for organic sales growth above 4% and has raised EPS guidance. However, the recent drop in company momentum and quality indicates potential challenges ahead.
The long-term thesis hinges on management's ability to deliver on growth targets and maintain credibility. Additionally, external factors like inflation trends and performance of sector peers will be crucial in shaping the company's trajectory.
The most important moves since the prior daily snapshot.
Mixed, the news cuts both ways. The latest earnings beat and raised EPS guidance support growth objectives. However, legal issues could impact cash flow and growth objectives.
as of 2026-08-31
Review the evidence to watch, what would become a concern, and what would make it less concerning.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Breaks if: operating margin falls below 24% in FY25
In the next 1 to 3 years, DD's outlook is uncertain due to its current performance and valuation challenges. Not investment advice.
