DuPont de Nemours Inc
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DuPont de Nemours Inc AI Insights
Informational only. Not investment advice.Snapshot
- Goodwill of 16.2B is 71% of equity (22.9B) - tangible book only 2.1B vs 17B market cap creates impairment overhang[Goodwill]
- Net income TTM -772M despite 2.1B operating income - 350M interest expense and discontinued ops drag masking core profitability[Net Income TTM]
- FCF of 1.3B TTM on -772M net income shows cash generation decoupled from GAAP losses; 10.2% FCF margin vs negative net margin[Free Cash Flow TTM]
Watch Triggers
- Goodwill: Impairment charge >1B or goodwill writedown — 16.2B goodwill is 71% of equity; impairment would crater book value and signal overpayment for acquisitions
- Operating Margin TTM: Falls below 14% — Core profitability thesis depends on 16%+ margins; compression signals pricing power erosion
- Free Cash Flow TTM: Falls below 1B or FCF margin <8% — FCF is only positive metric offsetting GAAP losses; degradation removes key bull argument
Bull Case
Operating margin 16.2% TTM vs industry median ~0% demonstrates pricing power in specialty chemicals; 2.1B operating income on 12.8B revenue
Operating Margin TTMOperating Income TTM
FCF yield of 7.7% (1.3B/17B market cap) with 5Y EPS CAGR of 31% suggests market undervaluing cash generation through transition
Free Cash Flow TTMEPS Growth 5Y
Bear Case
P/B of 8.0x on tangible book of only 2.1B means 88% of market cap is goodwill/intangibles - any impairment hits equity hard
P/B RatioTangible Book ValueGoodwill
Total debt 8.9B at 0.39 D/E looks manageable but interest expense 350M consumes 17% of operating income; ROIC -2.4% TTM
Total DebtInterest Expense TTMROIC TTM
Bull vs Bear Balance
AI-generated sentiment analysis based on fundamental metrics and market conditions.
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Forward Thesis
Post-separation DuPont should see margin expansion as discontinued ops drag ends
1-3ymed
- Operating margin 16.2% healthy despite GAAP loss
- 108M discontinued ops cash flow indicates ongoing separation
- 1.75B net debt issuance suggests restructuring activity
Operating income 2.1B TTM positiveNet income -772M includes non-core itemsFCF 1.3B proves core cash generation
Valuation Context
Caveats
DD Fundamentals
Manufacturing → Chemical Manufacturing
| Metric | Value | YoY Growth | Industry Percentile |
|---|---|---|---|
$19.69B | — | ||
$22.15B | — | ||
0.00 | — | ||
$6.92B | -44.7% | — | |
$-0.07 | -55.7% | — | |
13.1% | -2.6% | — | |
-0.42% | +0.2% | — | |
$-6.0M | — | ||
-0.16% | +0.2% | — | |
Beta 5Y (Monthly) | unknown | — |
DD Dividend History
107 dividends
2026
$1.200005/15/26$0.6000
03/02/26$0.6000
2025
$4.290011/28/25$0.6000
08/29/25$1.2300
05/30/25$1.2300
03/03/25$1.2300
2024
$4.560011/29/24$1.1400
08/30/24$1.1400
05/31/24$1.1400
02/28/24$1.1400
2023
$4.320011/29/23$1.0800
07/28/23$1.0800
05/30/23$1.0800
02/27/23$1.0800
2022
$3.960011/29/22$0.9900
07/28/22$0.9900
05/27/22$0.9900
02/25/22$0.9900
2021
$3.600011/29/21$0.9000
07/29/21$0.9000
05/27/21$0.9000
02/26/21$0.9000
2020
$3.600011/27/20$0.9000
07/30/20$0.9000
05/28/20$0.9000
02/27/20$0.9000
2019
$2.320011/27/19$0.9000
07/30/19$0.9000
04/25/19$0.1400
02/27/19$0.3800
2018
$1.520011/29/18$0.3800
08/30/18$0.3800
05/30/18$0.3800
02/27/18$0.3800
2017
$1.760011/14/17$0.3800
07/27/17$0.4600
06/28/17$0.4600
03/29/17$0.4600
2016
$1.840012/23/16$0.4600
09/28/16$0.4600
06/28/16$0.4600
03/29/16$0.4600
2015
$1.720012/29/15$0.4600
09/28/15$0.4200
06/26/15$0.4200
03/27/15$0.4200
2014
$1.530012/29/14$0.4200
09/26/14$0.3700
06/26/14$0.3700
03/27/14$0.3700
2013
$1.280012/27/13$0.3200
09/26/13$0.3200
06/26/13$0.3200
03/26/13$0.3200
2012
$1.210012/20/12$0.3200
09/26/12$0.3200
06/27/12$0.3200
03/28/12$0.2500
2011
$0.900012/28/11$0.2500
09/28/11$0.2500
06/28/11$0.2500
03/29/11$0.1500
2010
$0.600012/29/10$0.1500
09/28/10$0.1500
06/28/10$0.1500
03/29/10$0.1500
2009
$0.600012/29/09$0.1500
09/28/09$0.1500
06/26/09$0.1500
03/27/09$0.1500
2008
$1.680012/29/08$0.4200
09/26/08$0.4200
06/26/08$0.4200
03/27/08$0.4200
2007
$1.635012/27/07$0.4200
09/26/07$0.4200
06/27/07$0.4200
03/28/07$0.3750
2006
$1.500012/27/06$0.3750
09/27/06$0.3750
06/28/06$0.3750
03/29/06$0.3750
2005
$1.340012/28/05$0.3350
09/28/05$0.3350
06/28/05$0.3350
03/29/05$0.3350
2004
$1.340012/29/04$0.3350
09/28/04$0.3350
06/28/04$0.3350
03/29/04$0.3350
2003
$1.340012/29/03$0.3350
09/26/03$0.3350
06/26/03$0.3350
03/26/03$0.3350
2002
$1.340012/27/02$0.3350
09/26/02$0.3350
06/26/02$0.3350
03/26/02$0.3350
2001
$1.461112/27/01$0.3350
09/26/01$0.3350
06/27/01$0.3350
03/28/01$0.3350
02/07/01$0.1211
2000
$1.160012/27/00$0.2900
09/27/00$0.2900
06/28/00$0.2900
03/29/00$0.2900
DD Stock Splits
3 stock splits
06/24/263:1 split
06/03/193:1 split
06/19/000.333333:1 split
DD SEC Filings
| Filing Date | Report Date | Report Type | Filing Link |
|---|---|---|---|
05/05/26 | 03/31/26 | 10-Q | |
02/17/26 | 12/31/25 | Unknown | |
11/06/25 | 09/30/25 | 10-Q | |
08/05/25 | 06/30/25 | 10-Q | |
05/02/25 | 03/31/25 | 10-Q | |
02/14/25 | 12/31/24 | 10-K | |
11/05/24 | 09/30/24 | 10-Q | |
07/31/24 | 06/30/24 | 10-Q | |
05/01/24 | 03/31/24 | 10-Q | |
02/15/24 | 12/31/23 | 10-K | |
11/02/23 | 09/30/23 | 10-Q | |
08/03/23 | 06/30/23 | 10-Q | |
05/03/23 | 03/31/23 | 10-Q | |
02/15/23 | 12/31/22 | 10-K | |
11/08/22 | 09/30/22 | 10-Q | |
08/04/22 | 06/30/22 | 10-Q | |
05/06/22 | 03/31/22 | 10-Q | |
02/11/22 | 12/31/21 | 10-K | |
11/03/21 | 09/30/21 | 10-Q | |
08/04/21 | 06/30/21 | 10-Q | |
05/04/21 | 03/31/21 | 10-Q | |
02/12/21 | 12/31/20 | 10-K | |
10/30/20 | 09/30/20 | 10-Q | |
07/31/20 | 06/30/20 | 10-Q | |
05/05/20 | 03/31/20 | 10-Q | |
02/14/20 | 12/31/19 | 10-K | |
10/31/19 | 09/30/19 | 10-Q | |
08/06/19 | 06/30/19 | 10-Q | |
05/03/19 | 03/31/19 | 10-Q | |
02/11/19 | 12/31/18 | 10-K | |
11/02/18 | 09/30/18 | 10-Q | |
08/03/18 | 06/30/18 | 10-Q | |
05/04/18 | 03/31/18 | 10-Q | |
02/15/18 | 12/31/17 | 10-K | |
11/06/17 | 09/30/17 | 10-Q | |
07/27/17 | 06/30/17 | 10-Q | |
04/27/17 | 03/31/17 | 10-Q | |
02/09/17 | 12/31/16 | 10-K | |
10/27/16 | 09/30/16 | 10-Q | |
07/28/16 | 06/30/16 | 10-Q | |
04/29/16 | 03/31/16 | 10-Q | |
02/12/16 | 12/31/15 | 10-K | |
10/27/15 | 09/30/15 | 10-Q | |
07/29/15 | 06/30/15 | 10-Q | |
05/04/15 | 03/31/15 | 10-Q | |
02/13/15 | 12/31/14 | 10-K | |
10/28/14 | 09/30/14 | 10-Q | |
07/29/14 | 06/30/14 | 10-Q | |
04/29/14 | 03/31/14 | 10-Q | |
02/14/14 | 12/31/13 | 10-K | |
10/29/13 | 09/30/13 | 10-Q | |
07/30/13 | 06/30/13 | 10-Q | |
04/30/13 | 03/31/13 | 10-Q | |
02/15/13 | 12/31/12 | 10-K | |
10/30/12 | 09/30/12 | 10-Q | |
08/01/12 | 06/30/12 | 10-Q | |
05/02/12 | 03/31/12 | 10-Q | |
02/15/12 | 12/31/11 | 10-K | |
11/01/11 | 09/30/11 | 10-Q | |
08/03/11 | 06/30/11 | 10-Q | |
05/04/11 | 03/31/11 | 10-Q | |
02/18/11 | 12/31/10 | 10-K | |
11/03/10 | 09/30/10 | 10-Q | |
08/04/10 | 06/30/10 | 10-Q | |
05/04/10 | 03/31/10 | 10-Q | |
02/19/10 | 12/31/09 | 10-K | |
10/30/09 | 09/30/09 | 10-Q | |
08/03/09 | 06/30/09 | 10-Q | |
05/04/09 | 03/31/09 | 10-Q | |
02/20/09 | 12/31/08 | 10-K | |
10/28/08 | 09/30/08 | Unknown | -- |
07/29/08 | 06/30/08 | Unknown | -- |
04/29/08 | 03/30/08 | Unknown | -- |
02/19/08 | 12/31/07 | Unknown | -- |
10/29/07 | 09/30/07 | Unknown | -- |
07/30/07 | 06/30/07 | Unknown | -- |
05/01/07 | 03/30/07 | Unknown | -- |
02/20/07 | 12/31/06 | Unknown | -- |
10/31/06 | 09/30/06 | Unknown | -- |
08/01/06 | 06/30/06 | Unknown | -- |
04/28/06 | 03/30/06 | Unknown | -- |
02/17/06 | 12/31/05 | Unknown | -- |
11/01/05 | 09/30/05 | Unknown | -- |
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02/18/05 | 12/31/04 | Unknown | -- |
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08/03/04 | 06/30/04 | Unknown | -- |
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02/20/04 | 12/31/03 | Unknown | -- |
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08/05/03 | 06/30/03 | Unknown | -- |
04/30/03 | 03/30/03 | Unknown | -- |
02/28/03 | 12/31/02 | Unknown | -- |
10/30/02 | 09/30/02 | Unknown | -- |
08/13/02 | 06/30/02 | Unknown | -- |
05/03/02 | 03/30/02 | Unknown | -- |
03/20/02 | 12/31/01 | Unknown | -- |
11/06/01 | 09/30/01 | Unknown | -- |
08/10/01 | 06/30/01 | Unknown | -- |
05/09/01 | 03/30/01 | Unknown | -- |
03/09/01 | 12/31/00 | Unknown | -- |
11/13/00 | 09/30/00 | Unknown | -- |
08/11/00 | 06/30/00 | Unknown | -- |
05/09/00 | 03/30/00 | Unknown | -- |