Dupont De Nemours Inc (DD)vsMP Materials Corp (MP)
DD
Dupont De Nemours Inc
$131.72
+1.49%
BASIC MATERIALS · Cap: $17.53B
MP
MP Materials Corp
$51.08
+2.16%
BASIC MATERIALS · Cap: $8.91B
Smart Verdict
WallStSmart Research — data-driven comparison
Dupont De Nemours Inc generates 1579% more annual revenue ($6.99B vs $416.25M). DD leads profitability with a 0.8% profit margin vs -14.6%. DD earns a higher WallStSmart Score of 61/100 (C+).
DD
Buy61
out of 100
Grade: C+
MP
Avoid30
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for DD.
Margin of Safety
-13.3%
Fair Value
$44.14
Current Price
$51.08
$6.94 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Earnings expanding 149.6% YoY
Conservative balance sheet, low leverage
Growing faster than its price suggests
Revenue surging 119.7% year-over-year
Areas to Watch
4.0% revenue growth
ROE of 0.4% — below average capital efficiency
0.8% margin — thin
Premium valuation, high expectations priced in
Distress zone — elevated risk
ROE of -3.0% — below average capital efficiency
Earnings declined 55.6%
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : DD
The strongest argument for DD centers on Price/Book, EPS Growth, Debt/Equity. PEG of 0.78 suggests the stock is reasonably priced for its growth.
Bull Case : MP
The strongest argument for MP centers on Revenue Growth. Revenue growth of 119.7% demonstrates continued momentum.
Bear Case : DD
The primary concerns for DD are Revenue Growth, Return on Equity, Profit Margin. A P/E of 55.5x leaves little room for execution misses. Thin 0.8% margins leave little buffer for downturns.
Bear Case : MP
The primary concerns for MP are Altman Z-Score, Return on Equity, EPS Growth.
Key Dynamics to Monitor
DD profiles as a value stock while MP is a hypergrowth play — different risk/reward profiles.
MP carries more volatility with a beta of 1.95 — expect wider price swings.
MP is growing revenue faster at 119.7% — sustainability is the question.
DD generates stronger free cash flow (245M), providing more financial flexibility.
Bottom Line
DD scores higher overall (61/100 vs 30/100). Both earn "Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Dupont De Nemours Inc
BASIC MATERIALS · SPECIALTY CHEMICALS · USA
DuPont de Nemours, Inc., commonly known as DuPont, is an American company formed by the merger of Dow Chemical and E. I. du Pont de Nemours and Company on August 31, 2017, and the subsequent spinoffs of Dow Inc. and Corteva. Prior to the spinoffs it was the world's largest chemical company in terms of sales.
MP Materials Corp
BASIC MATERIALS · OTHER INDUSTRIAL METALS & MINING · USA
MP Materials Corp. The company is headquartered in Las Vegas, Nevada.
Compare with Other SPECIALTY CHEMICALS Stocks
Want to dig deeper into these stocks?