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This summary was created by AI, based on 3 opinions in the last 12 months.

DuPont de Nemours Inc. (DD-N) has received mixed reviews from different experts. One expert is optimistic about the company's future potential for growth, citing the CEO's confidence in driving earnings through green shoots in the electronics end markets. Another expert acknowledges the company's aggressive share buyback and reduction in shares, but also highlights the risk associated with the company's exposure to cyclical industries such as autos. Trevor Rose's insights from 5i Research emphasize the cyclical nature of the industry, the company's aggressive buyback, and its attractive valuation. Overall, the reviews indicate cautious optimism and attention to the company's cyclical nature.

Consensus
Mixed
Valuation
Fair Value
Similar
Dow Inc., (DOW-N)
RISKY

Reported a disappointing quarter today, but he feels is on the cusp to rise. He trusts the CEO who see green shoots in the electronics end markets that would drive company earnings.

chemicals
BUY

They just finished a $3.25 billion share buyback and will start a $2 billion one. They've retired 7.6% of their shares so far this year. All told they will reduce shares by 13.5%, the 3rd-biggest buyback on the S&P 500. If you feel interest rates will continue to rise, Dupont is too risk; Dupont has some cyclicality because it's exposed to autos. Overall, he likes Dupont.

chemicals
BUY ON WEAKNESS
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research

DD operates in a cyclical industry and is now trading at 20x times' Forward P/E. In the last few years, DD did actively sell some of its non-core assets, and redeploy the proceeds into significant share repurchases. The balance sheet is okay, with net debt of $3.7B (the debt has gone down substantially due to the proceeds from asset sales mentioned) and net debt/EBITDA is around 1.1x, okay for a cyclical name. Based on consensus estimates, sales are expected to decline by 5% this year and then normalize to around 5% growth going forward. Given the aggressive buyback (the company even cuts the dividends to do more buybacks), DD is quite attractive, but, given the cyclicality of the business, we would size the position conversatively.
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chemicals
WAIT
Not the old Dow. Specialty chemicals. Well capitalized, nice dividend, good free cashflow. Cyclical. Risk-on right now. Nothing against the company itself.
chemicals
COMMENT
Concerned about short term input costs of chemicals, etc. 17 Buys, 3 Holds, 0 Sells.
chemicals
BUY
Yesterday, DD reported a good quarter, but the stock fell yesterday and today. And this after raising its forecast. Industrials as a whole are down. Wall Street doesn't realize there's a new Dupont. It's a long-term valuation creation play. It produces specialty chemicals. The CEO has a great track record unlocking value in companies. He's dumping non-core businesses and adding productive ones, such as as joint venture with a semiconductor company. He sold a nutrition/life sciences business to pay down debt.The CEO has also made deals to add exposure to EVs. DD sales are up YOY, and boasted an earnings beat. Q2-2021 sales are up 26% YOY. The CEO also raised the company forecast. DD bought back shares, too.
chemicals
BUY ON WEAKNESS
Generally likes the chemical areas. Tends to participate in many growth aspects. Would look to nibble at it. Would wait for weakness to add to the portfolio.
chemicals
BUY
He expects a good quarter next week. They make a lot of materials for houses (which are booming) and more importantly cell phones (also booming). DD sold off its nutrition business and bought back a lot of shares. The CEO has created a lot of value of the years.
chemicals
BUY
He owned a big position, then DD sunk like a stone despite delivering a good quarter. He sold at $86, but is buying it back now.
chemicals
BUY
They report Tuesday. This is the "new" Dupont, now operating and thriving in autos, 5G, electronics and housing. He expects a great quarter. It's spewing cash.
chemicals
DON'T BUY
They went through a big re-organization, splitting into a number of different businesses. He is not bullish on the outlook.
chemicals
DON'T BUY
The Dupont restructuring is difficult to understand the values of each of the three component companies. There is too much debt for him to own DD.
chemicals
COMMENT
It is split up into Dow and Dupont again. Dupont is a petro-chemical company going through difficult times. DOW is a bit more specialized. It has a 5%+ dividend. They are both defensive stocks over 10 years.
chemicals
DON'T BUY

This is in a tentative deal with Dow Chemical. DuPont was a bit of an MBA class analysis that was not run particularly well. Always a little bit of an underachiever. Nelson Peltz came, got some board seats and encouraged change. If they get together with Dow, we’ll see what comes out of it. He wouldn’t buy it at this point, simply because of the change that is going on, but he likes this scenario.

chemicals
HOLD

It is a chemical company that is involved in a merger with Dow Chemical. It is a merger of equals. It should get approval by end of year. EU approval will be early 2017. They will be splitting into three separate companies soon after the merger. He expects these companies to be attractive.

chemicals
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DuPont de Nemours Inc.(DD-N) Rating

Ranking : 4 out of 5

Bullish - Buy Signals / Votes : 3

Neutral - Hold Signals / Votes : 0

Bearish - Sell Signals / Votes : 0

Total Signals / Votes : 3

Stockchase rating for DuPont de Nemours Inc. is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

DuPont de Nemours Inc.(DD-N) Frequently Asked Questions

What is DuPont de Nemours Inc. stock symbol?

DuPont de Nemours Inc. is a American stock, trading under the symbol DD-N on the New York Stock Exchange (DD). It is usually referred to as NYSE:DD or DD-N

Is DuPont de Nemours Inc. a buy or a sell?

In the last year, 3 stock analysts published opinions about DD-N. 3 analysts recommended to BUY the stock. 0 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for DuPont de Nemours Inc..

Is DuPont de Nemours Inc. a good investment or a top pick?

DuPont de Nemours Inc. was recommended as a Top Pick by on . Read the latest stock experts ratings for DuPont de Nemours Inc..

Why is DuPont de Nemours Inc. stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is DuPont de Nemours Inc. worth watching?

3 stock analysts on Stockchase covered DuPont de Nemours Inc. In the last year. It is a trending stock that is worth watching.

What is DuPont de Nemours Inc. stock price?

On 2024-03-01, DuPont de Nemours Inc. (DD-N) stock closed at a price of $69.56.