The Chemours Company (CC)

The Chemours Company (CC) Materials & Commodity Exposure

The Chemours Company, a specialty chemicals provider, operates globally across diverse segments like Titanium Technologies and Advanced Performance Materials. With a market capitalization of $2.75B, Chemours serves industries from coatings to electronics, facing competition from major players in the chemical sector.

What Is the Investment Thesis for CC?

The Chemours Company presents a mixed investment thesis. While the company holds leading positions in several specialty chemical markets, its negative profit margin of -7.1% raises concerns about profitability. A dividend yield of 1.52% provides some return to investors. The company's beta of 1.40 indicates higher volatility compared to the market. Upcoming catalysts include potential growth in the Titanium Technologies segment and increased demand for its Thermal & Specialized Solutions. However, potential risks include fluctuating raw material costs and environmental liabilities.

Based on FMP financials and quantitative analysis

CC Key Highlights

• Market capitalization of $2.75B, reflecting its position in the specialty chemicals market.
• Negative profit margin of -7.1%, indicating potential challenges in achieving profitability.
• Gross margin of 15.1%, showcasing the difference between revenue and cost of goods sold.
• Dividend yield of 1.52%, providing a modest return to investors.
• Beta of 1.40, suggesting higher volatility compared to the overall market.

Who Are CC's Competitors?

CC is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.

AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance

What Are CC's Key Strengths?

• Leading market positions in key segments.
• Strong brand recognition with Ti-Pure and BaiMax.
• Diverse product portfolio serving multiple industries.
• Global presence with operations in various regions.

What Are CC's Weaknesses?

• Negative profit margin.
• Exposure to fluctuating raw material costs.
• Potential environmental liabilities.
• High debt levels.

What Could Drive CC Stock Higher?

• Increased demand for TiO2 in emerging markets.
• Growth in the refrigerants market due to environmental regulations.
• Expansion of advanced performance materials in electronics.
• Potential strategic partnerships and acquisitions.

What Are the Key Risks for CC?

• Financial-distress signal — its Altman Z-Score of 1.44 sits in the distress zone (elevated bankruptcy risk).
• Weak fundamentals — a Piotroski F-Score of 3/9 flags soft profitability, leverage or efficiency.
• Fluctuations in raw material costs.
• Potential environmental liabilities.
• Economic downturns affecting demand.
• Intense competition from established players.

What Are the Growth Opportunities for CC?

• Expansion in Titanium Technologies: The Titanium Technologies segment can grow by targeting emerging markets with increasing demand for TiO2 pigment in architectural coatings and plastics. The global TiO2 market is projected to reach $20 billion by 2028. Chemours can leverage its Ti-Pure and BaiMax brands to capture a larger market share by expanding its distribution network and forming strategic partnerships in these regions.
• Thermal & Specialized Solutions Growth: Increased demand for refrigerants and thermal management solutions, driven by stricter environmental regulations and the need for energy-efficient systems, presents a growth opportunity. Chemours can capitalize on this by developing and marketing innovative, environmentally friendly refrigerants. The global refrigerants market is expected to reach $30 billion by 2027, offering a substantial growth avenue for Chemours.
• Advanced Performance Materials in Electronics: The Advanced Performance Materials segment can benefit from the growing demand for specialty products in the electronics industry, particularly for semiconductors and digital communications. Chemours can focus on developing high-performance resins and coatings for advanced electronic devices. The semiconductor materials market is projected to reach $70 billion by 2025, providing a significant growth opportunity.
• Chemical Solutions for Water Treatment: The Chemical Solutions segment can expand its presence in the water treatment market, driven by increasing concerns about water scarcity and pollution. Chemours can offer specialized chemicals for water purification and wastewater treatment. The global water treatment chemicals market is expected to reach $40 billion by 2026, presenting a valuable growth area for Chemours.
• Strategic Partnerships and Acquisitions: Chemours can pursue strategic partnerships and acquisitions to expand its product portfolio and geographic reach. Collaborating with or acquiring companies with complementary technologies and market access can accelerate growth and enhance its competitive position. This inorganic growth strategy can help Chemours enter new markets and strengthen its existing businesses.

What Opportunities Does CC Have?

• Expansion in emerging markets.
• Growing demand for sustainable solutions.
• Strategic partnerships and acquisitions.
• Innovation in advanced materials.

What Threats Does CC Face?

• Intense competition from established players.
• Economic downturns affecting demand.
• Stringent environmental regulations.
• Technological disruptions.

What Are CC's Competitive Advantages?

• Proprietary technology in titanium dioxide production.
• Strong brand recognition with Ti-Pure and BaiMax brands.
• Specialized expertise in thermal management solutions.
• Established relationships with key customers in various industries.

What Does CC Do?

The Chemours Company, established in 2014 and headquartered in Wilmington, Delaware, is a leading provider of performance chemicals. Spun off from DuPont, Chemours has quickly established itself as a significant player in the chemical industry. The company operates through four key segments: Titanium Technologies, which produces TiO2 pigments under the Ti-Pure and BaiMax brands; Thermal & Specialized Solutions, offering refrigerants and thermal management solutions; Advanced Performance Materials, providing resins, membranes, and coatings; and Chemical Solutions, supplying industrial chemicals. Chemours serves a wide array of industries, including architectural coatings, plastic packaging, consumer electronics, and automotive. Its products are sold through direct and indirect channels, including a network of resellers and distributors, reaching customers in North America, Asia Pacific, Europe, the Middle East, Africa, and Latin America. Chemours' focus on innovation and specialized solutions positions it competitively within the global chemicals market.

What Products and Services Does CC Offer?

• Produces titanium dioxide (TiO2) pigments for coatings, plastics, and paper.
• Offers refrigerants and thermal management solutions.
• Develops advanced performance materials for electronics, transportation, and energy.
• Provides chemical solutions for gold production, cleaning, and water treatment.
• Sells products through direct and indirect channels.
• Serves customers in North America, Asia Pacific, Europe, and Latin America.

How Does CC Make Money?

• Manufacturing and selling titanium dioxide pigments.
• Developing and marketing refrigerants and thermal management solutions.
• Producing and selling advanced performance materials.
• Providing chemical solutions for various industrial applications.

What Industry Does CC Operate In?

The Chemours Company operates within the specialty chemicals industry, a sector characterized by innovation, customization, and specific performance requirements. The industry is influenced by trends such as increasing demand for sustainable solutions, stricter environmental regulations, and technological advancements. Chemours competes with major players like Linde plc (LIN), Air Products and Chemicals, Inc (APD), and LyondellBasell Industries N.V. (LYB). The specialty chemicals market is projected to grow, driven by demand from various end-use industries, including construction, automotive, and electronics.

Who Are CC's Key Customers?

• Architectural and industrial coatings manufacturers.
• Flexible and rigid plastic packaging producers.
• Consumer electronics and semiconductor companies.
• Oil and gas, and water treatment companies.

Company Profile

The Chemours Company operates in the Chemicals - Specialty industry within the Basic Materials sector. It is headquartered in Wilmington, US. The company is led by CEO Denise Dignam. CC has traded publicly since 2015.

P/E 6.7Key Financial Metrics

Return on assets is -5.7%, showing how much profit it generates from its asset base. Its free cash flow yield is 5.0%, a gauge of the cash the business throws off relative to its market value. A current ratio of 1.82 indicates the company holds enough short-term assets to cover its near-term obligations. Its earnings yield is -13.3%, the inverse of the P/E and a quick read on earnings relative to price.

CC Valuation & Market Position

With a $2.75B market cap, The Chemours Company sits in the mid-cap segment of the market. Relative to its peer group, CC's quantitative score of 40/100 is below the peer average of 59/100.

Quarterly Financial Performance: The Chemours Company

Revenue for The Chemours Company came in at $1.38B during Q1 2026, a 3.8% improvement versus the preceding quarter. The company recorded a net loss of $29.0M, with diluted EPS of $-0.19. Quarter-over-quarter revenue has been mixed, typical for a mid-cap company operating in Basic Materials. Across the four most recent quarters, CC averaged $-0.68 in diluted EPS.

F-Score 3/9Financial Health

The Chemours Company's Piotroski F-Score is 3/9, a 9-point checklist of profitability, leverage and efficiency — flagging fundamental weakness worth scrutiny. Its Altman Z-Score of 1.44 places it in the distress zone, a signal of elevated financial risk.

FY2026 estForward Outlook

Wall Street analysts project The Chemours Company revenue of about $6.05B for fiscal 2026, with EPS near $1.38. The estimate reflects 7 contributing analysts.

Net buyingInsider Activity

Over the past six months, The Chemours Company insiders filed 30 SEC Form 4 transactions — 8 sales and 22 purchases. On net that is roughly 422K shares acquired (about $663K) — insiders putting money in tends to read as conviction.

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Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.

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