DuPont de Nemours Stock Drop Looks Sharp, But How Deep Can It Go?

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DuPont de Nemours

DuPont de Nemours (DD) stock is down 53.3% in 21 trading days. The recent slide reflects renewed concerns around widespread analyst downgrades and insider selling, but sharp drops like this often raise a tougher question: is the weakness temporary, or a sign of deeper cracks in the story?

Before judging its downturn reslience, let’s look at where DuPont de Nemours stands today.

  • Size: DuPont de Nemours is a $16 Bil company with $14 Bil in revenue currently trading at $37.88.
  • Fundamentals: Last 12 month revenue growth of 14.0% and operating margin of 15.9%.
  • Liquidity: Has Debt to Equity ratio of 0.56 and Cash to Assets ratio of 0.05
  • Valuation: DuPont de Nemours stock is currently trading at P/E multiple of -20.6 and P/EBIT multiple of 22.5
  • Has returned (median) 11.6% within a year following sharp dips since 2010. See DD Dip Buy Analysis.

These metrics point to a Weak operational performance, alongside Low valuation – making the stock Fairly Priced. For details, see Buy or Sell DD Stock

That brings us to the key consideration for investors worried about this fall: how resilient is DD stock if markets turn south? This is where our downturn resilience framework comes in. Suppose DD stock falls another 20-30% to $27 – can investors comfortably hold on? Turns out, the stock has fared worse than the S&P 500 index during various economic downturns, based on (a) how much the stock fell and, (b) how quickly it recovered. Below, we dive deeper into each such downturn.

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2022 Inflation Shock

  • DD stock fell 42.0% from a high of $86.36 on 12 January 2021 to $50.05 on 26 September 2022 vs. a peak-to-trough decline of 25.4% for the S&P 500.
  • However, the stock fully recovered to its pre-Crisis peak by 24 September 2024
  • Since then, the stock increased to a high of $89.54 on 29 September 2024 , and currently trades at $37.88

  DD S&P 500
% Change from Pre-Recession Peak -42.0% -25.4%
Time to Full Recovery 729 days 464 days

 
2020 Covid Pandemic

  • DD stock fell 55.7% from a high of $64.20 on 1 January 2020 to $28.46 on 23 March 2020 vs. a peak-to-trough decline of 33.9% for the S&P 500.
  • However, the stock fully recovered to its pre-Crisis peak by 24 November 2020

  DD S&P 500
% Change from Pre-Recession Peak -55.7% -33.9%
Time to Full Recovery 246 days 148 days

 
2018 Correction

  • DD stock fell 41.0% from a high of $36.23 on 26 January 2018 to $21.38 on 15 May 2019 vs. a peak-to-trough decline of 19.8% for the S&P 500.
  • However, the stock fully recovered to its pre-Crisis peak by 3 June 2019

  DD S&P 500
% Change from Pre-Recession Peak -41.0% -19.8%
Time to Full Recovery 19 days 120 days

 
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