DuPont de Nemours Inc (DD) is overvalued and International Flavors & Fragrances Inc (IFF) is overvalued.
Both trade above our estimate of their intrinsic value. DD is the closer of the two: -125%, against -717% for IFF.
Values as of the 22 Sept 2026 close.
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
Its through-the-cycle earnings (8.9% median margin), capitalised at 8.8% with no growth, values the shares at $10.51; the price of $85.79 is 717% above that value.
Leak Score 24/100 on 9 of 12 signals
| Metric | DD | IFF |
|---|---|---|
| Verdict | Overvalued | Overvalued |
| Price | $131.80 | $85.79 |
| Intrinsic value | $58.48 | $10.51 |
| Margin of safety | -125% | -717% |
| Leak Score | 0/100 (3/12) | 24/100 (9/12) |
| Market cap | $17.8B | $21.9B |
| Revenue growth, 5 years | -13.7% | 16.5% |
| Operating margin | 15.3% | 10.5% |
| Net margin | 0.7% | 2.8% |
| Return on equity | 2.8% | 1.8% |
| Debt to equity | 0.23 | 0.45 |
| P/E | 313.1x | 79.6x |
| Forward P/E | 16.6x | 21.5x |
| P/B | 1.3x | 1.6x |
| Dividend yield | 2.3% | 1.9% |