Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
CC
HOLDREMOVEThe Chemours Company · Basic Materials · United States · $3.4B · Avg Vol: $58M/d
Chemours is a highly cyclical chemical producer facing massive, structural environmental litigation liabilities (PFAS) that destroy any margin of safety.
COMPANY DESCRIPTION
The Chemours Company is a global chemistry company providing high-performance chemicals, including titanium dioxide (Ti-Pure™), fluoroproducts (Teflon™), and various chemical solutions. Its competitive advantage stems from leading market positions in these specialized categories, supported by robust R&D capabilities and a global manufacturing presence. As a spin-off from DuPont, Chemours is an essential supplier of critical, high-performance materials across diverse industries worldwide.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 6.8B | 6.1B | 5.8B | 5.8B | -5.3% |
| EPS | 3.72 | -1.70 | 0.58 | -2.57 | -60.5% |
| Shares | 195M | 198M | 198M | 199M | +1.7% |
| Debt | 3.9B | 4.3B | 4.4B | 4.4B | 4.2% |
| Equity | 1.1B | 737M | 571M | 250M | -39.1% |
| Op CF | 755M | 556M | -633M | 264M | -29.5% |
| Inv CF | -284M | -229M | -353M | -206M | — |
| Fin CF | -686M | 172M | -36M | -126M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of CC are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| CC | The Chemours Company(you) | $3.4B | 55 | HOLD |
| CLMT | Calumet, Inc. | $3.1B | 58 | HOLD |
| HWKN | Hawkins, Inc. | $3.3B | 63 | HOLD |
| ASH | Ashland Inc. | $2.6B | 59 | HOLD |
| WDFC | WD-40 Company | $2.7B | 67 | BUY |
| KWR | Quaker Chemical Corporation | $2.6B | 68 | BUY |
| BCPC | Balchem Corporation | $5.1B | 66 | BUY |
| SXT | Sensient Technologies Corporation | $5.0B | 67 | BUY |
| NGVT | Ingevity Corporation | $2.4B | 68 | BUY |
| PRM | Perimeter Solutions, Inc. | $5.3B | 68 | BUY |
Peer medians: ROE 6.7% · P/E 22.2x · Gross margin 24.7%