DuPont de Nemours Inc vs Ecolab Inc

DuPont de Nemours Inc (DD) is overvalued and Ecolab Inc (ECL) is overvalued.

Both trade above our estimate of their intrinsic value. DD is the closer of the two: -125%, against -131% for ECL.

Values as of the 22 Sept 2026 close.

DuPont de Nemours Inc (DD)

Discounting its cash flows at 9.3% (average of 2 methods) values the shares at $58.48; the price of $131.80 is 125% above that value, and 73% of that value comes from beyond year five.

Leak Score 0/100 on 3 of 12 signals

Ecolab Inc (ECL)

Discounting its cash flows at 9.2% (average of 3 methods) values the shares at $119.68; the price of $276.22 is 131% above that value, and 75% of that value comes from beyond year five.

Leak Score 52/100 on 10 of 12 signals

MetricDDECL
VerdictOvervaluedOvervalued
Price$131.80$276.22
Intrinsic value$58.48$119.68
Margin of safety-125%-131%
Leak Score0/100 (3/12)52/100 (10/12)
Market cap$17.8B$77.4B
Revenue growth, 5 years-13.7%6.4%
Operating margin15.3%18.2%
Net margin0.7%12.6%
Return on equity2.8%21.9%
Debt to equity0.231.38
P/E313.1x37.1x
Forward P/E16.6x29.4x
P/B1.3x7.7x
Dividend yield2.3%1.1%

All stocks in Specialty Chemicals