返回排名列表

Dupont De Nemours Inc (DD)

合理估值
Basic MaterialsSpecialty ChemicalsUnited States

基本面

57

价格

$129.12

市值

$17.68B

第一部分 · 这家公司值多少

概览

DuPont de Nemours, Inc. provides technology-based materials and solutions in the United States, Canada, the Asia Pacific, Latin America, Europe, the Middle East, and Africa. It operates through two segments, Healthcare & Water Technologies and Diversified Industrials. The company offers specialty components for medical devices, packaging and garments, and protective suits under the brand TYVEK; provides water filtration and separation solutions, including elements, modules, and systems serving primarily industrial wastewater and energy markets, municipal and desalination applications, and life sciences and specialty sectors. It also offers AMBERLITE ion exchange resins, FILMTEC reverse osmosis and nanofiltration elements, and INGE and ITEGRATEC ultrafiltration modules. In addition, the company offers engineered products and integrated solutions for the non-residential, residential, and repair-and-remodel construction markets, includes TYVEK house wrap, STYROFOAM insulation, and CORIAN solid surface. Further, it engages in the design and production of engineered components, systems, and process solutions used in OEM and operational applications, such as automotive, aerospace, printing, and packaging. Additionally, the company offers Vespel shapes and parts, MOLYKOTE specialty lubricants, BETAFORCE and BETASEAL structural adhesives, and Cyrel flexographic printing plates. 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 incorporated in 2015 and is headquartered in Wilmington, Delaware.

No editorial profile for this company yet

Direct competitors

Who this company fights with for the same customers

Compare

Generated on 2026年9月18日 with claude-haiku-4-5 — shared with all users

P/E: 29.2Score: 63Market cap: $87.40B

3M sells protective garments and respiratory gear, medical-grade materials and filtration products to the same industrial, healthcare and safety buyers DuPont serves with Tyvek, Nomex and its medical packaging lines.

Toray Industries, Inc. (東レ株式会社)3402

Toray is the main alternative supplier of reverse-osmosis and ultrafiltration membranes for desalination and municipal water plants, the market DuPont serves with its FilmTec membranes, and also competes in high-performance fibres.

Solstice Advanced Materials Inc.SOLS

Spun off from Honeywell in October 2025, Solstice sells Spectra protective fibre against DuPont's Kevlar in body armour and ropes, and Aclar barrier films against DuPont's healthcare packaging for pharmaceuticals and medical devices.

Teijin Limited (帝人株式会社)3401

Teijin's Twaron and Technora para-aramid fibres go head to head with DuPont's Kevlar in ballistic protection, tyre reinforcement and friction materials, and both also supply polymers to medical customers.

Nitto Denko Corporation (日東電工株式会社)6988

Through its Hydranautics unit Nitto Denko builds reverse-osmosis and nanofiltration elements for the same desalination, industrial and municipal water projects DuPont's Water Solutions business bids for.

Compagnie de Saint-Gobain S.A.SGO

Saint-Gobain competes with DuPont twice over: its Life Sciences arm supplies silicone tubing and single-use components to biopharma customers alongside DuPont's Liveo line, while its building-materials business sells insulation and weather barriers against Tyvek and Styrofoam.

资产负债表与流动性

营收

$6.99B

最近12个月(截至2026/6/30)

净利润

$55M

最近12个月(截至2026/6/30)

自由现金流

$227M

股东权益合计

$13.92B

负债合计

$7.47B

流动比率

2.43

利息覆盖率

-

债务/EBITDA

1.97

每股收益

营收与净利润

自由现金流

收入构成

历史财务表

利润率变化

债务变化

债务负担有多重

增长一览表

增长 — 营业收入

公允价值估算

周期性合理估值

公允价值

$146.31

当前价格

$129.12

安全边际

+11.8%

公允价值区间

$96.07 - $196.56

所用估值方法之间的离散区间,并非经过统计校准的置信区间。

估算方法

分析师目标价:$170.00
现金流折现法(DCF):不适用于此类公司
市盈率法(P/E):$39.73
格雷厄姆成长公式:不适用于此类公司
盈利能力价值(EPV):$48.51
合理市净率(P/B):不适用于此类公司
股息折现模型(戈登模型):不适用于此类公司
P/FFO(运营资金):不适用于此类公司
周期中段收益:数据不足,无法计算
市销率法(P/S):不适用于此类公司
分析师共识:强力买入 (22B / 4H / 0S)
最近财报超预期:+3.71%

估值指标

市盈率(P/E)

152.81

ROE

-5.6%

市净率(P/B)

1.27

P/FCF

24.99

毛利率

35.1%

ROIC

-

盈利能力雷达图

价值创造(经济护城河)

ROIC

-

WACC

8.8%

ROIC − WACC

-

基本面分析标准

通过(14)

  • Gross Margin 35.1%
  • P/FCF 24.99
  • P/B Ratio 1.27
  • Debt/Equity ratio
  • Positive Free Cash Flow
  • Current Ratio
  • Debt/EBITDA
  • DCF valuation (Undervalued)
  • Analyst Consensus 85% Buy
  • Earnings Surprise avg 4.3%
  • Earnings Quality (OCF/NI) 18.93
  • Share Dilution 0.1%
  • Net Margin Trend 0.8% vs -2.9%
  • Piotroski F-Score 6/9

未通过(8)

  • EPS shows upward trend
  • Price CAGR 2.19%
  • CapEx intensity
  • Return on Tangible Assets
  • Low reliance on intangibles
  • Price below Graham Number
  • ROE 0.3%
  • Revenue Growth 5Y -9.3%

不可用(5)

  • ROIC NaN%
  • Dividend Payout NaN%
  • Operating Margin NaN%
  • Interest Coverage
  • PEG Ratio (need PE > 0 and growth > 0)

Piotroski F-评分

6/9

信号混杂:部分领域需关注

score
criteria

盈利质量

18.93

高质量:盈利有现金流支撑

股权稀释

0.1%

股份数量稳定

机构持股

该公司暂无机构申报数据。

公司治理

管理团队

姓名职位年龄
Ms. Lori D. KochCEO & Director50
Ms. Antonella B. FranzenSenior VP & CFO49
Mr. Erik T. Hoover J.D.Senior VP & General Counsel51
Mr. Christopher P. RaiaChief Human Resources Officer55
Mr. Jeroen BloemhardPresident of Healthcare & Water Technologies56
Mr. David KochChief Operations & Engineering Officer-
Ms. Madeleine G. BarberVP of Tax, Controller & Chief Accounting Officer61
Mr. Marty DeGrootChief Technology Officer-
Mr. Matthew S. AbbottSVP, Chief Information Officer & Chief Procurement Officer48
Ann GiancristoforoVP of Investor Relations, Corporate FP&A, Strategic Finance-

审计风险

8

董事会风险

7

薪酬风险

5

股东权利风险

2

第二部分 · 价格与买入时机

这一部分不判断公司是否值得拥有:它帮助你在基本面说服你之后,选择何时买入。包含:技术分析、潜力、历史回撤、Gamma 敞口。

文件

  • 年度报告(10-K)

    对公司业务、财务业绩和风险的年度概述。

    提交日期:2026-02-17

    查看文件
  • 季度报告(10-Q)

    最近三个月财务表现的最新情况。

    提交日期:2026-08-04

    查看文件
  • 临时报告(8-K)

    关于重大事件(如管理层变动或重要公告)的通知。

    提交日期:2026-09-10

    查看文件

via SEC EDGAR

损益历史

via SEC EDGAR

Latest News

Recent headlines for DD, sourced from Markets Gazette.

  • 4/9/2026NEGATIVE
    What's Going On With DuPont Stock Thursday?

    DuPont de Nemours, Inc. (DD) experienced a premarket decline, reflecting a broader softening in market risk appetite. While the article does not provide specific financial figures or catalysts, the downward price movement suggests investor caution. Traders will be monitoring key support levels and technical indicators for potential entry or exit points. The current market sentiment indicates a short-term bearish bias for DuPont stock, potentially influenced by macroeconomic factors or sector-specific headwinds.

  • 3/9/2026NEGATIVE
    Goldman-Led Lenders Brace for Loss on Arclin Debt as Demand Cools

    Goldman Sachs-led lenders are anticipating losses on debt financing for Arclin Inc.'s acquisition of DuPont's Aramids business. Investors have shied away from the deal due to concerns over the chemical industry's volatility and demand cooling. This situation suggests potential financial distress for Arclin and could impact the value of the acquired Aramids business, indirectly affecting DuPont's sale proceeds and reputation in future divestitures. The reluctance of lenders and investors highlights significant headwinds for the sector.

  • 3/4/2026NEUTRAL
    Goldman Further Sweetens Terms on Loan for DuPont Unit’s Sale

    Goldman Sachs has further sweetened terms on a downsized $1.25 billion financing package for Arclin Inc.'s acquisition of DuPont de Nemours Inc.'s Aramids business. This move, despite the reduced financing amount, underscores ongoing struggles in the leveraged loan market. For investors, it signals a tight credit environment for complex M&A deals, potentially impacting valuations of similar transactions and companies' ability to fund strategic acquisitions through debt.

  • 3/4/2026NEGATIVE
    Goldman-Led Buyout Loan for DuPont Unit Struggles to Find Buyers

    The sale of risky debt is becoming increasingly challenging, as evidenced by the loan offering tied to Arclin Inc.'s acquisition of DuPont de Nemours Inc.'s Aramids business, backed by Goldman Sachs. The approximately $1.1 billion transaction is struggling to find buyers due to adverse market conditions for high-yield debt. This stalemate signals a growing risk aversion among investors, which could negatively impact future financing operations and valuations of companies reliant on this type of leverage. For DuPont, this might mean a revision of divestment plans or accepting less favorable terms.

  • 2/20/2026NEUTRAL
    Goldman Weighs Sweeter Terms on Loan Tied to DuPont Unit Sale

    Goldman Sachs is considering improving terms on a $1.73 billion loan tied to Arclin Inc.'s acquisition of DuPont de Nemours Inc.'s Aramids business. This is a financing activity news, not directly impacting DuPont's stock value.

via Markets Gazette