Nov. 25 at 8:25 PM
After completing the spinoff of its Electronics unit, Qnity, DuPont may finally be positioned to operate like a long-term “compounder,” similar to Berkshire Hathaway and Danaher. Deutsche Bank argues the new, slimmer DuPont—focused on industrial and water-filtration markets with brands like Kevlar, Tyvek, and TapTec—offers high quality, solid growth prospects, strong free-cash-flow potential, and an attractive valuation.
Despite years of restructurings that reduced the combined market value of the DuPont/Dow family of companies, investors are looking ahead. Adjusted for the Qnity spin, DuPont shares are up about 21% year to date. Sales are expected to be around
$7 billion in 2026, significantly below pre-spin levels, but off a smaller base that could support steadier growth.
The stock trades at roughly 11× expected 2026 Ebitda, well below peers at about 15.5×, while earnings per share are projected to grow 8% to 10% annually.
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