Dow Inc. (DOW)
NYSEMaterialsChemicalsSnapshot 2026-10-29
$34.70+3.21%
Close 2026-10-30 · 1-day change
NYSEMaterialsChemicalsSnapshot 2026-10-29
Research Workspace
Put DOW beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Materials: fringe margins under pressure (0q confirmed)
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisRevenue is growing steadily — about 4% over the past year.
View GrowthRanks in the weakest quality tier of its industry — roughly the bottom 38%, softest on free-cash-flow margins.
View QualityMiddle-of-the-pack management execution.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is volatile — it swings about 1% on a typical day and fell roughly 35% in its worst 12-month stretch.
View RiskDow’s thesis rests on cost improvements lifting earnings, despite weak recent performance and slowing revenue growth. Third-quarter revenue grew 13% year over year, down from 20% in the prior quarter. The latest quarter beat non-GAAP earnings consensus. Dow trades at 20× P/E versus a 17× peer median. Expectations look modest versus our view, though the premium must be earned. Elevated feedstock and energy costs could squeeze margins; our model puts the next-quarter miss probability at 25%. Peer multiples imply a price about 7% below where it trades; our read remains intact. This read is provisional.
Trailing returns as of 2026-10-30. DOW is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 21 analysts currently covering DOW (as of Oct 2026).
Based on 10 Wall Street analysts offering 12-month price targets for DOW in the last 4 months.
Continue this research
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| DOW Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 12 valuation methods, at three horizons. As of 2026-10-29. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Materials (broad) — fair value, gap to price, and forward P/E.
Compare the value case
Put DOW next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Achieve more than $6 billion in near-term cash and cost support by 2026
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
Current $34.70
The last 12 months of price, then the range of analyst 12-month targets from today’s $34.70.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Reported $1.3 billion 2027 self-help target supports cash and cost objectives, though execution remains ahead.
Threatens: Maintain balanced capital allocation with competitive dividend
Payout ratio change impacts capital allocation strategy.
Advances: Optimize global portfolio with focus on European operations
Cost cuts and portfolio shift align with optimizing European operations.
Advances: Improve operational EBITDA by $500 million
Strengthens operational EBITDA improvement objective.
Advances: Optimize global portfolio with focus on European operations
Exit could optimize global portfolio and focus on European operations.
