Vulcan Materials vs DuPont

This page compares Vulcan Materials and DuPont, examining their business models, financial performance, and market context to help readers understand how the two companies operate within their sectors. The content aims to present balanced, accessible information without guidance or recommendations, focusing on structure, strategy, and outcomes rather than speculation. Educational content, not financial advice.

This page compares Vulcan Materials and DuPont, examining their business models, financial performance, and market context to help readers understand how the two companies operate within their sectors...

Comparison Snapshot

Key Financial Metrics

VMC

Metric

DD

$39.69B

Market Cap

$18.52B

8.97%

Potential Profit

10.29%

Buy

Analyst Rating

Buy

Why It's Moving

Analyst Optimism Fuels Vulcan Materials Rally Amid Infrastructure Boom.

Analysts peg fair value at $321.50, deeming shares undervalued at current levels around $302, driven by IIJA funds with over 60% still unspent.
Backlogs and contract awards up over 20% in key Sunbelt markets, pointing to reliable volume increases and compounding revenues.
Recent initiations like B. Riley's Buy rating with $345 target underscore Vulcan's edge in construction materials amid rising local spending.

Sentiment:

🐃Bullish

Analyst Optimism Fuels Vulcan Materials Rally Amid Infrastructure Boom.

Analysts peg fair value at $321.50, deeming shares undervalued at current levels around $302, driven by IIJA funds with over 60% still unspent.
Backlogs and contract awards up over 20% in key Sunbelt markets, pointing to reliable volume increases and compounding revenues.
Recent initiations like B. Riley's Buy rating with $345 target underscore Vulcan's edge in construction materials amid rising local spending.

Sentiment:

🐃Bullish

Investment Analysis

Vulcan Materials

VMC

Pros

Vulcan Materials is the largest US producer of construction aggregates, offering solid market positioning and scale advantage.
The company demonstrated strong Q3 2025 financials with a 27% year-over-year adjusted EBITDA increase and margin expansion.
It has a long history of financial stability, maintaining dividends for 55 consecutive years, supporting income reliability.

Considerations

Vulcan Materials has a relatively high P/E ratio around 34-40, which may indicate overvaluation versus earnings.
Debt levels are moderate with a debt-to-equity ratio of approximately 0.52, posing some risk amid rising interest rates.
Reliance on the construction sector makes Vulcan vulnerable to demand volatility influenced by macroeconomic and infrastructure spending shifts.

DuPont

DD

Pros

DuPont holds a strong position in diversified materials science with exposure to high-value specialty materials markets.
The company has substantial revenue generation capabilities, benefiting from global industrial demand and innovation.
DuPont's scale and portfolio breadth provide some insulation against cyclicality affecting any single market segment.

Considerations

DuPont faces execution risks amid restructuring efforts and competitive pressures in various segments.
The company is exposed to regulatory challenges in environmental and chemical manufacturing compliance.
Macro headwinds including inflation and supply chain disruptions could impact margins and growth consistency.

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