<- Go home

Added to YB: 2026-08-05

Pitch date: 2026-05-29

CC [bullish]

The Chemours Company

-19.23%

current return

Author Info

No bio for this author

Company Info

The Chemours Company provides performance chemicals in North America, the Asia Pacific, Europe, the Middle East, Africa, and Latin America.

Market Cap

$2.6B

Pitch Price

$22.20

Price Target

60.00 (+251%)

Dividend

2.05%

EV/EBITDA

8.47

P/E

-6.27

EV/Sales

1.10

Sector

Chemicals

Category

value

Show full summary:
The Chemours Company - $CC

CC: Specialty chem at 6.8x 2027E EBITDA $1bn, 10%+ FCF yield, mispriced on PFAS overhang (mkt implies ~$5bn PV vs est $500mm) + TiO2 trough. Iran-war sulfur shortage lifts TiO2 ~$500mm EBITDA; HFO refrigerant duopoly w/ AI datacenter cooling optionality ($1bn+). Target $40-60 vs $22.

Read full article (14 min)