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DD DuPont

materials · valued with glm-5.2 medium conviction · deep-dived 2026-08-07

STRONG SELL
Intrinsic value$0.00
Price (at call)$144.05
Margin of safety -100.0%
vs market (rating basis) -80.3%

Model unavailable; showing baseline valuation.

⚠ LLM error: empty response; using baseline

The story

Value drivers

Revenue growth (Y1)-8.0%
Terminal growth3.5%
Forecast horizon10y
Target operating margin5.6%
Years to target margin5
Sales-to-capital0.50
Beta1.09
Failure probability0.0%
Cost of capital (WACC)9.2%
Terminal WACC8.8%

Valuation bridge

PV of explicit FCFF876.85M
PV of terminal value868.18M
Equity value0
÷ shares → per share$0.00

News

bullish +0.60 · 8 articles

  • Celanese Q2 Earnings Call Highlights
  • Earnings Beat, Higher 2026 Guidance and Buybacks Could Be A Game Changer For DuPont (DD)
  • DD Q2 Earnings Call Points to Faster Second-Half Growth
  • DuPont (DD) Stock May Be Fully Priced On Its 62% Run
  • DuPont De Nemours (DD) Could Be 20% Undervalued As Earnings And Guidance Reset Expectations
  • DuPont de Nemours Q2 Earnings Call Highlights
  • DuPont de Nemours, Inc. Q2 2026 Earnings Call Summary
  • DuPont Stock Ekes Out Gain as a Beat-and-Raise Quarter Isn’t Enough for Wall Street

Projected free cash flow to the firm

YrRevenueGrowthMarginNOPATReinvestFCFFPV
1 5.65B -8.0% 5.6% 206.91M 0 206.91M 189.53M
2 5.27B -6.7% 5.6% 193.00M 0 193.00M 161.94M
3 4.98B -5.4% 5.6% 182.49M 0 182.49M 140.27M
4 4.77B -4.2% 5.6% 174.89M 0 174.89M 123.13M
5 4.64B -2.9% 5.6% 169.84M 0 169.84M 109.53M
6 4.56B -1.6% 5.6% 167.10M 0 167.10M 98.72M
7 4.55B -0.3% 5.6% 166.54M 0 166.54M 90.13M
8 4.59B 0.9% 5.6% 168.11M 85.87M 82.25M 40.77M
9 4.69B 2.2% 5.6% 171.85M 203.95M -32.10M -14.58M
10 4.86B 3.5% 5.6% 177.87M 328.37M -150.50M -62.60M

⚠ intrinsic value floored at 0 — the drivers imply the equity claim is worth less than the debt ahead of it · Extreme gap to market price — large, heavily-covered stocks are rarely mispriced this much; the gap likely embeds disruption, decline, or balance-sheet risk the model underweights. Treat as a flag to investigate, not a verdict.

History

DatePriceIntrinsicMoSRating
2026-08-07$144.05 $0.00 -100.0% STRONG SELL
2026-07-03$139.91 $12.11 -91.3% STRONG SELL
2026-06-23$46.67 $17.40 -62.7% HOLD