DuPont: Considerably Undervalued

DuPont trades at a substantial discount to peers despite similar growth and margin profiles, creating a compelling long opportunity. Post-Qnity spin-off, DD is a streamlined, high-margin business with strong free cash flow and a clear focus on Healthcare & Water Technologies. Management's conservative guidance suggests potential for consistent earnings beats, with full-year adj. EPS expected around $2.40 versus street at $2.35.