DuPontArcelorMittal

DuPont vs ArcelorMittal

DuPont (DuPont de Nemours Inc) and ArcelorMittal (ArcelorMittal SA) are compared in this page, focusing on business models, financial performance, and market context, with a neutral, accessible tone f...

Why It's Moving

ArcelorMittal

ArcelorMittal Hits 52-Week High as Steel Giant Rides Wave of Strong Gains and Rating Boosts.

  • Stock smashed 52-week high at $43.84 USD, signaling sustained investor confidence in the steelmaker's growth trajectory and healthy P/E of 13.04[1][3].
  • Moody's upgraded long-term rating to Baa2, spotlighting structural business improvements and bolstering appeal to fixed-income investors[1].
  • CFRA lifted rating to Buy on positive 2026 profit margins and regulatory tailwinds, countering UBS neutral call while shares keep climbing[1].
Sentiment:
🐃Bullish

Which Baskets Do They Appear In?

Synthetic-Bio Foundries

Synthetic-Bio Foundries

Discover companies that are programming living cells to create the materials of tomorrow. These carefully selected stocks represent pioneers in replacing petrochemical processes with cleaner, more efficient biological alternatives - essentially turning microbes into tiny manufacturing plants.

Published: June 17, 2025

Explore Basket
Resource Scarcity Portfolio

Resource Scarcity Portfolio

Innovation is key to solving the planet's dwindling supply of essential resources. This portfolio is built on companies whose technologies are creating sustainable access to water, food, and materials, positioning them for significant growth as global demand intensifies.

Published: June 17, 2025

Explore Basket

Investment Analysis

DuPont

Pros

  • DuPont has raised its full-year 2025 adjusted EPS guidance, reflecting a 16% year-on-year increase and strong underlying growth in key sectors.
  • The company continues to expand its portfolio in high-growth markets such as healthcare, water filtration, and semiconductor technologies.
  • DuPont announced a new $2 billion share repurchase programme and a quarterly dividend, signalling confidence in its cash flow and capital allocation.

Considerations

  • Recent quarterly results missed both earnings and revenue expectations, with EPS and sales falling short of analyst forecasts.
  • Performance has been negatively impacted by softness in construction and shelter markets, which remain challenging for the company.
  • Full-year net sales guidance is significantly below consensus estimates, raising concerns about top-line growth momentum.
ArcelorMittal

Pros

  • ArcelorMittal is the world's largest steel producer, benefiting from scale and a diversified global footprint across major markets.
  • The company maintains a strong presence in Europe, where it generates the majority of its revenue from key industrial sectors.
  • Recent analyst upgrades and a rising consensus price target suggest improving sentiment around the company's financial prospects.

Considerations

  • ArcelorMittal's results are highly sensitive to cyclical demand in industries such as automotive and construction, exposing it to economic volatility.
  • Steel prices and input costs remain volatile, which can pressure margins and profitability in the near term.
  • The company faces ongoing challenges related to environmental regulations and the transition to greener production methods.

Why invest with Nemo?

Nemo Logo Fade
🆓

Zero Commission

Trade stocks, ETFs, and more with zero commission. Keep more of your returns.

🔒

Trusted & Regulated

Part of Exinity Group 2015, serving over a million customers globally.

💰

6% Interest on Cash

Earn 6% AER on uninvested cash with daily interest payments.

Discover More Comparisons

DuPontKinross Gold

DuPont vs Kinross Gold

DuPont vs Kinross Gold

DuPontSteel Dynamics

DuPont vs Steel Dynamics

DuPont vs Steel Dynamics

AngloGold AshantiArcelorMittal

AngloGold Ashanti vs ArcelorMittal

AngloGold Ashanti vs ArcelorMittal

Frequently asked questions