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CC

The Chemours Company
$13.03
+0.70% Oct 22 close
MaterialsS&P 600 CompareTechnicals
-21%+12%+45%+79%+112%Oct 2025Oct 2026Apr 2026
CCSPY
1W
+0.9%
1M
-13.0%
3M
-25.0%
6M
-45.6%
YTD
+12.1%
1Y
-1.5%

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What they do

The Chemours Company provides performance chemicals in North America, the Asia Pacific, Europe, the Middle East, Africa, and Latin America. The company operates through three segments: Thermal & Specialized Solutions, Titanium Technologies, and Advanced Performance Materials. The Thermal & Specialized Solutions segment provides refrigerants, thermal management solutions, propellants, foam blowing agents.

Basic Materials · Specialty Chemicals

For information only · Important disclosures

Grades vs sector

Momentum
34th percentile in sector
C-
12-1 return: +3.6%
Percentile within its GICS sector across the S&P 1500.
Growth
12th percentile in sector
D-
Revenue growth (YoY): -1.5%
Percentile within its GICS sector across the S&P 1500.
Value
73rd percentile in sector
B+
Forward E/P: 14.7% · EBITDA/EV: 9.0%
Percentile within its GICS sector across the S&P 1500.
Profitability
5th percentile in sector
F
Profit margin: -5.2% · Return on equity: -319.4%
Percentile within its GICS sector across the S&P 1500.
Revisions
Not enough data yet
–
EPS estimate change, 30 days (current FY): –
30-day change in analysts' current-year EPS estimate; graded across covered stocks.

Systematic Models

Not held by any of our 5 live models right now.

Quality Growth
Outside this model's universe or screens
Momentum Top 15
Outside this model's universe or screens
Momentum Blend
Not in the current book
New Highs Growth
Outside this model's universe or screens
Coteau Long Book
Not in the current book

News

More news
The Chemours Company (CC) Class Action Lawsuit Seeks Recovery for Investors; December 7, 2026 Deadline- Contact Kessler Topaz Meltzer & Check, LLP
PR Newswire · Oct 21
Chemours Announces Dates for Third Quarter 2026 Earnings Release and Webcast Conference Call
PR Newswire · Oct 21
INVESTOR ACTION NOTICE: Moore Law PLLC Encourages Investors in The Chemours Company to Contact Law Firm
PR Newswire · Oct 20

Key stats

Market value$2.0B
P/E (next 12 months, estimated)7.0
52-week range$10.44 – $28.67
Revenue growth (latest quarter vs a year ago)-1.5%
Dividend yield2.70%
Analyst consensusHold (10)
Average analyst price target$16.50 (+27%)
Valuation and fundamentals

Valuation & fundamentals

Bottom line
Roughly fairly valued
Model read-out from the numbers below, not advice. Score +0 (DCF counts double).
▼DCF (base case)below the price by 177%
▲Forward P/E vs sector7.0x vs median 12.7x
•Piotroski F-score5/9
▲Analyst target+27% (10 analysts)

Discounted cash flow

CyclicalValued on average-cycle margins
Bear
$-14
-204%
growth -8% · disc. 12.3% · term. 2.0%
Base
$-10
-177%
growth -3% · disc. 11.3% · term. 2.5%
Bull
$-6
-145%
growth -0% · disc. 10.3% · term. 3.0%

Starting cash flow is mid-cycle: 3.4% average margin × current revenue = 0.2B (last 12 months: 0.2B at a 4% margin). On trailing cash flow the base case would be $-9.

Reverse DCFfor context, not a signal
Today's price assumes free cash flow grows about 14% a year for 10 years.
Implied
+14%/yr
FCF, last 3 yrs
-52%/yr
FCF, last 5 yrs
-38%/yr
Revenue, last 3 yrs
-5%/yr
Revenue, last 5 yrs
+3%/yr
Same inputs as the DCF above: mid-cycle free cash flow 0.2B, 11.3% discount rate, 2.5% growth after year 10, net debt and today's share count. Actual growth rates are compound annual rates from SEC annual filings through FY2025; "n/a" means too little history or a negative starting year.
Edit assumptions · recalculates instantly
Your value per share–

Free cash flow = operating cash flow − capital spending, trailing 12 months (TTM to 2026-06-30). Growth default: average of 3-year revenue CAGR and latest revenue growth, capped at 30%. Years 6–10 fade linearly to terminal growth. Discount rate = 4.25% risk-free assumption + beta 1.40 × 5% equity premium, kept within 7–13%. Bear: lower growth, +1 pt discount, 2% terminal. Bull: higher growth, −1 pt, 3%.

Multiples vs Materials

P/E (trailing)
sector median 20.6×
–
Forward P/E
sector median 12.7× · 7th pct
7.0×
cheaper
EV / EBITDA
sector median 11.1×
–
Price / sales
sector median 1.4× · 6th pct
0.3×
cheaper
Price / book
sector median 2.3×
–
FCF yield
sector median 4.7% · 90th pct
11.1%
cheaper

Forward EPS $1.86 vs trailing $-2.03. Forward P/E uses analysts' next-12-month estimate.

Backlog (remaining performance obligations)

RPO
$122.0M
as of 2026-06-30
vs a year ago
-41%
YoY
× TTM revenue
0.02×
coverage
24-09
24-12
25-03
25-06
25-09
25-12
26-03
26-06

Contracted revenue not yet recognized, from SEC filings (XBRL tag RevenueRemainingPerformanceObligation).

Quality & financial health

Gross margin
15.3%
Operating margin
–
FCF margin
3.8%
Net margin
-5.2%
Return on equity
–
Return on invested capital
–
Net debt / EBITDA
–
Current ratio
1.7×
Interest cover
–
Cash conversion (OCF/NI)
–
Piotroski F-score 5/9 · last two fiscal years
✗ Positive net income✓ Positive operating cash flow✗ Return on assets improved✓ Cash flow above net income✗ Long-term debt / assets fell✓ Current ratio improved✓ No share dilution✗ Gross margin improved✓ Asset turnover improved

Analysts

Mean target
$16
+27%
Analysts
10
Hold
Range
$14–$20
low – high
● price · ◆ mean target

Annual history

FYRevenueNet incomeFree cash flow
2025$5.8B$-386.0M$51.0M
2024$5.8B$69.0M$-993.0M
2023$6.1B$-253.0M$186.0M
2022$6.8B$578.0M$448.0M
2021$6.3B$608.0M$537.0M
2020$5.0B$219.0M$540.0M

From the company's 10-K filings via SEC XBRL. 3-year revenue CAGR -5.3%.

Earnings

Next report: 2026-11-02 · during market · EPS est 0.26
24-1125-0225-0525-0825-1126-0226-0526-08-0.040.58
EstimateActual (beat)Actual (miss)
ReportEPS estActualSurprise
2026-08-040.420.42+0.1%
2026-05-05-0.040.05+223.8%
2026-02-190.020.05+192.1%
2025-11-060.240.20-17.2%
2025-08-050.460.58+26.9%
2025-05-060.200.13-34.5%
2025-02-180.160.11-29.4%
2024-11-040.280.40+41.1%

Quarterly revenue

QuarterRevenueYoY
2026-06-30$1.6B-1.5%
2026-03-31$1.4B–
2025-12-31$1.3B–
2025-09-30$1.5B–
2025-06-30$1.6B–
Rating changes
Reiterated
2026-10-20 · Truist Securities reiterated Buy on CC
Downgrade
2026-10-14 · Mizuho downgraded CC from Outperform to Neutral
Initiated
2026-10-13 · Barclays started covering CC at Equal-Weight
Reiterated
2026-10-05 · UBS reiterated Neutral on CC
Reiterated
2026-09-30 · Mizuho reiterated Outperform on CC
Reiterated
2026-08-13 · JP Morgan reiterated Neutral on CC

Third-party analyst actions, not Coteau's views. All rating changes

Recent dividends

2026-08-14: $0.088 · 2026-05-15: $0.088 · 2026-02-27: $0.088 · 2025-11-14: $0.088 · 2025-08-15: $0.088 · 2025-05-16: $0.088 · 2025-02-28: $0.250 · 2024-11-15: $0.250
Insider trades
Familiar Calderon Gerardo
See Remarks · 2026-08-12
Buy
$30.1K
Dignam Denise
Director, Chief Executive Officer · 2026-08-11
Buy
$50.5K
Cranston Mary B
Director · 2026-08-07
Buy
$95.0K
Martinko Joseph T.
See Remarks · 2026-08-07
Buy
$30.0K
Foley Michael Robert
See Remarks · 2026-08-07
Buy
$30.0K
Cowan Alister
Director · 2026-08-07
Buy
$203.1K
Hostetter Shane
Chief Financial Officer · 2026-08-06
Buy
$50.0K
None
None · None
Sell
–
None
None · None
Sell
–
None
None · None
Sell
–
None
None · None
Sell
–
None
None · None
Sell
–

Stats refreshed 2026-10-22 21:10:52 ET from Yahoo Finance (yfinance). "–" means the data isn't available. Refresh now

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coteau

Independent research · Not investment advice · Hypothetical unless marked Live · Data: Yahoo Finance (15-min delayed), SEC EDGAR, House Clerk · Important disclosures · Contact desk@coteau.app

Beta 0.9 · Oct 21, 2026