DD DuPont

industrial · 2026-10-20

N/A

too hard · 27

Owner-earnings value—

Price$129.34

Margin of safety —

Quality gate · 27/100

Returns on capital 0/30

Consistency 10.6/22

Margins / pricing power 8.6/16

Balance sheet 1.9/16

Cash conversion 0/10

Capital allocation 5.9/6

⚠ sub-hurdle returns (median roic 1% < 9%)

Median ROIC1.5%

Gross margin29.1%

Net debt / EBITDA3.3x

FCF conversion-5%

Share count / yr-3.7%

Profitable years3/4

Moat & management

Owner-earnings inputs

Owner earnings (TTM)	-29.00M
Owner-earnings yield	-0.2%
Free-cash-flow yield	-0.0%
Growth used (normalized)	—
Terminal growth	—
Discount rate (hurdle)	—

⚠ maintenance capex ≈ min(capex, D&A), capped at FCF · non-positive owner earnings — cannot value as a going wonderful business

Date	Quality	Price	Value	MoS	Rating
2026-10-20	27	$129.34	—	—	N/A
2026-07-14	30	$132.66	—	—	N/A
2026-07-02	30	$138.47	—	—	N/A
2026-06-25	30	$137.82	—	—	N/A
2026-06-23	30	$46.67	—	—	N/A

Date

Quality

Price

Value

MoS

Rating

2026-10-20

$129.34

—

N/A

2026-07-14

$132.66

—

N/A

2026-07-02

$138.47

—

N/A

2026-06-25

$137.82

—

N/A

2026-06-23

$46.67

—

N/A

Quality gate · 27/100

Moat & management

Owner-earnings inputs

History