DuPont vs Steel Dynamics
DuPont de Nemours Inc and Steel Dynamics Inc are compared on this page to illuminate how each company operates. The content covers business models, financial performance, and market context in a neutral, accessible way. Educational content, not financial advice.
DuPont de Nemours Inc and Steel Dynamics Inc are compared on this page to illuminate how each company operates. The content covers business models, financial performance, and market context in a neutr...
Why It's Moving
Steel Dynamics surges to 52-week high on analyst upgrades and robust Q3 results signaling steel demand rebound.
- Q3 net sales climbed to $4.8 billion with record 3.6 million tons of steel shipments, driven by metal spread expansion and improved Sinton operations despite lingering import overhang.
- Analysts upbeat: JPMorgan raised target to $190 (neutral), Morgan Stanley to $173 (overweight), fueling 'Moderate Buy' consensus as shares outpace market with 8.48% monthly gain.
- Completed acquisition of remaining 55% in New Process Steel on Dec 1, bolstering value-added metals distribution amid diversification into low-carbon aluminum products.
Steel Dynamics surges to 52-week high on analyst upgrades and robust Q3 results signaling steel demand rebound.
- Q3 net sales climbed to $4.8 billion with record 3.6 million tons of steel shipments, driven by metal spread expansion and improved Sinton operations despite lingering import overhang.
- Analysts upbeat: JPMorgan raised target to $190 (neutral), Morgan Stanley to $173 (overweight), fueling 'Moderate Buy' consensus as shares outpace market with 8.48% monthly gain.
- Completed acquisition of remaining 55% in New Process Steel on Dec 1, bolstering value-added metals distribution amid diversification into low-carbon aluminum products.
Which Baskets Do They Appear In?
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 BasketResource 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 BasketWhich Baskets Do They Appear In?
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 BasketResource 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 BasketInvestment Analysis
DuPont
DD
Pros
- DuPont recently raised full-year 2025 adjusted EPS guidance, signalling management confidence in operational momentum and profitability improvement.
- The company is expanding in high-growth sectors such as medical packaging, biopharma, and semiconductor technologies, diversifying revenue streams.
- DuPont announced a $2 billion share repurchase programme, reflecting a commitment to returning capital to shareholders.
Considerations
- Q3 2025 revenue and EPS missed analyst expectations, with revenue 6% below consensus, indicating potential near-term operational headwinds.
- The stock has underperformed despite solid underlying results, suggesting investor concerns beyond earnings, possibly linked to softer construction and shelter markets.
- Q4 2025 guidance projects both revenue and EPS significantly below consensus, pointing to weaker-than-expected end-of-year performance.
Steel Dynamics
STLD
Pros
- Steel Dynamics benefits from a leading cost position in North American steel production, supporting consistent profitability even during industry downturns.
- The company maintains a disciplined capital return policy, with a sustainable payout ratio and a modest but stable dividend yield.
- Steel Dynamics operates a vertically integrated model with recycling capabilities, enhancing operational efficiency and environmental sustainability.
Considerations
- The stock price has recently declined, reflecting broader sector pressures and potential cyclical risks inherent to the steel industry.
- Earnings are highly sensitive to fluctuations in global steel prices and demand, exposing investors to commodity market volatility.
- Steel Dynamics faces regulatory and environmental scrutiny common to heavy industry, which could impact future capital expenditures and operating costs.
Why invest with Nemo?
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
DuPont vs Kinross Gold
DuPont vs Kinross Gold
DuPont vs ArcelorMittal
DuPont vs ArcelorMittal
Gold Fields vs Steel Dynamics
Gold Fields Ltd. vs Steel Dynamics Inc.