Quality Momentum

QM · rank #2 · 2026-09-04

DD

NYSE · $18.74B (USD)

SignalHold
verdict · CAUTION

The exact numbers the algorithm saw.

Factor scores and the inputs behind this pick.
Momentum 12-1
Return from 12 months ago to 1 month ago.
+391.95%
ROE TTM
Return on equity, trailing 12 months.
+1.8%
Profit margin
Net profit margin, trailing 12 months.
+0.8%
Market cap (USD)
Size filter: > $500M required.
$18.74B
Anchor (recent)
Close on 2026-08-05
$146.72
Anchor (far)
Close on 2025-08-05
$29.82

The AI research card

Independent qualitative review of each pick before the order is placed. On the rare day the research service is unavailable, the paper book trades on the quant ranking alone and no card appears here.

Summary

DuPont operates as a specialty materials and advanced solutions provider with key market exposure to healthcare, water technologies, and diversified industrials [RECENT_DEVELOPMENTS, BUSINESS_STATUS].

Rationale

Strong price momentum is supported by high-quality operational metrics, including 24.6% operating EBITDA margins, 127% free cash flow conversion, and an upgraded FY2026 adjusted EPS guidance of $7.17–$7.32 [RECENT_DEVELOPMENTS].

Material risks

  • 1Persistent regional weakness in the Middle East water business and FX headwinds, which have already forced management to narrow its annual sales forecast [RECENT_DEVELOPMENTS, TOP_RISKS].
  • 2High cyclical exposure to advanced end markets like semiconductors and aerospace, compounded by a lack of long-term contracted backlog to buffer against macro downturns [TOP_RISKS].

AI verdict council

Each pick is reviewed independently by 3 models before any order. 1 of 3 voted to proceed.

OpenAI
Caution
Claude
Caution
Gemini
Proceed