DuPont de Nemours Inc vs Sherwin-Williams Co

DuPont de Nemours Inc (DD) is overvalued and Sherwin-Williams Co (SHW) is overvalued.

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

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

Sherwin-Williams Co (SHW)

Discounting its cash flows at 9.7% (average of 3 methods) values the shares at $146.16; the price of $328.35 is 125% above that value, and 73% of that value comes from beyond year five.

Leak Score 71/100 on 9 of 12 signals

MetricDDSHW
VerdictOvervaluedOvervalued
Price$131.80$328.35
Intrinsic value$58.48$146.16
Margin of safety-125%-125%
Leak Score0/100 (3/12)71/100 (9/12)
Market cap$17.8B$79.7B
Revenue growth, 5 years-13.7%5.1%
Operating margin15.3%16.5%
Net margin0.7%11.0%
Return on equity2.8%65.1%
Debt to equity0.233.90
P/E313.1x30.3x
Forward P/E16.6x24.2x
P/B1.3x20.7x
Dividend yield2.3%0.9%

All stocks in Specialty Chemicals