Is It Too Late To Consider DuPont De Nemours (DD) After Strong Multi‑Year Share Gains?

Simply Wall St

Wed, February 11, 2026 at 3:15 PM GMT+9 6 min read

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If you are wondering whether DuPont de Nemours is attractively priced today, the key question is how its current share price lines up with its underlying business value.

The stock last closed at US$49.43, with returns of 9.1% over 7 days, 12.8% over 30 days, 20.9% year to date, 48.2% over 1 year, 64.2% over 3 years and 83.3% over 5 years, so price action has been strong across several time frames.

Recent interest in DuPont de Nemours has been influenced by ongoing coverage of the company as a major player in materials and specialty products, along with investor focus on how it is positioned within that sector. Together, these factors have helped keep attention on whether the current share price fairly reflects the business.

Even with this track record, DuPont de Nemours scores 0 out of 6 on our value checks, giving it a valuation score of 0. Next, we will look at how different valuation approaches judge the stock and then finish with a way to interpret valuation that goes beyond the usual metrics.

DuPont de Nemours scores just 0/6 on our valuation checks. See what other red flags we found in the full valuation breakdown.

Approach 1: DuPont de Nemours Discounted Cash Flow (DCF) Analysis

A Discounted Cash Flow, or DCF, model estimates what a company could be worth by projecting its future cash flows and then discounting those back to today’s value.

For DuPont de Nemours, the model used is a 2 Stage Free Cash Flow to Equity approach based on cash flow projections. The latest twelve month Free Cash Flow is about $1.22b, and the projections extend out to at least 2035, with Simply Wall St extrapolating beyond the first few analyst estimates. For example, forecast Free Cash Flow for 2029 is $1.06b, with later years such as 2035 projected at $1.32b before discounting.

Bringing all those future cash flows back to today produces an estimated intrinsic value of $47.37 per share. Compared with the recent share price of $49.43, the model points to the stock trading at about a 4.4% premium, so it appears roughly in line with what the DCF suggests.

Result: ABOUT RIGHT

DuPont de Nemours is fairly valued according to our Discounted Cash Flow (DCF), but this can change at a moment’s notice. Track the value in your watchlist or portfolio and be alerted on when to act.

DD Discounted Cash Flow as at Feb 2026

Head to the Valuation section of our Company Report for more details on how we arrive at this Fair Value for DuPont de Nemours.

Approach 2: DuPont de Nemours Price vs Earnings

For a profitable business, the P/E ratio is a useful way to see how much you are paying for each dollar of earnings, which makes it a common anchor for stock valuations.

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What counts as a “normal” or “fair” P/E usually reflects how the market views a company’s growth prospects and risk. Higher expected growth and lower perceived risk often support a higher P/E, while slower growth or higher risk usually point to a lower P/E.

DuPont de Nemours currently trades on a P/E of 28.53x. This sits above the Chemicals industry average P/E of 26.55x and the peer average of 22.90x. Simply Wall St’s Fair Ratio for DuPont de Nemours is 24.80x, which is its view of an appropriate P/E once factors like earnings growth, profit margins, industry, market cap and risk profile are taken into account.

The Fair Ratio is more tailored than a simple peer or industry comparison because it adjusts for company specific traits rather than assuming all firms in the group deserve similar pricing. With the current P/E of 28.53x sitting above the Fair Ratio of 24.80x, the shares screen as trading at a richer level than that customised benchmark.

Result: OVERVALUED

NYSE:DD P/E Ratio as at Feb 2026

P/E ratios tell one story, but what if the real opportunity lies elsewhere? Start investing in legacies, not executives. Discover our 23 top founder-led companies.

Upgrade Your Decision Making: Choose your DuPont de Nemours Narrative

Earlier we mentioned that there is an even better way to understand valuation. Narratives let you attach a clear story about DuPont de Nemours to the numbers you care about, by linking your view of its future revenue, earnings and margins to a forecast and then to a Fair Value. You can compare this Fair Value with the current share price on Simply Wall St’s Community page, where Narratives update automatically when new news or earnings arrive. Different investors might, for example, build a more optimistic DuPont de Nemours Narrative that lines up with a Fair Value around the higher analyst target of US$113, or a more cautious one closer to the lower end around US$44 to US$47. This can help you see exactly how your expectations differ from others and what that implies for your own investment decisions.

For DuPont de Nemours however we’ll make it really easy for you with previews of two leading DuPont de Nemours Narratives:

🐂 DuPont de Nemours Bull Case

Fair value in this bullish narrative: US$55.03 per share.

At the last close of US$49.43, this narrative implies the shares are about 10.2% below its fair value estimate.

Revenue growth assumption in this narrative: 15.92% decline.

Assumes DuPont de Nemours can use portfolio focus on AI, healthcare and electrification, plus M&A and R&D in greener materials, to support stronger revenue and margin outcomes than earlier expectations.

Builds in higher earnings and profit margin targets by 2028, alongside a future P/E that sits above the current US Chemicals industry P/E, with valuation sensitive to those growth and margin assumptions.

Flags meaningful PFAS and ESG costs, substitution risk toward bio based materials, cyclical end markets and acquisition execution as key issues that could challenge this more optimistic view.

🐻 DuPont de Nemours Bear Case

Fair value in this more cautious narrative: US$49.19 per share.

At the last close of US$49.43, this narrative implies the shares are about 0.5% above its fair value estimate.

Revenue growth assumption in this narrative: 16.16% decline.

Assumes moderate revenue and earnings growth with profit margin improvement, but ties the valuation to a future P/E that is above the current US Chemicals industry P/E, so outcomes are sensitive to whether that multiple is sustained.

Emphasises the effects of portfolio reshaping, Qnity separation and exposure to Electronics, Healthcare & Water, where growth, pricing and capacity additions need to offset weakness and lower pricing power elsewhere.

Highlights ongoing PFAS litigation, China exposure in electronics, potential concentration risk from becoming a smaller company and reliance on M&A and R&D as the main issues that could pressure cash flows and margins.

Putting these side by side gives you a clear range of informed views around DuPont de Nemours, from a more optimistic take to a more restrained one, along with the assumptions each view rests on so you can decide which set of numbers lines up better with your own expectations for the business.

Do you think there’s more to the story for DuPont de Nemours? Head over to our Community to see what others are saying!

NYSE:DD 1-Year Stock Price Chart

_ This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned._

Companies discussed in this article include DD.

Have feedback on this article? Concerned about the content? Get in touch with us directly._ Alternatively, email [email protected]_

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