Chemours (CC)
NYSEMaterialsChemicals - SpecialtySnapshot 2026-09-04
NYSEMaterialsChemicals - SpecialtySnapshot 2026-09-04
Research Workspace
Put CC beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Materials: fringe margins under pressure (0q confirmed)
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar broken — Achieve free cash flow of at least $100 million in 2026: FCF guidance $50M vs $100M target.
View ThesisRevenue is contracting — down about 1% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityMiddle-of-the-pack management execution.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is volatile — it swings about 2% on a typical day and fell roughly 48% in its worst 12-month stretch.
View RiskCC's growth depends on achieving free cash flow of at least $100 million in 2026. Recent performance has been weak, with a significant earnings miss in Q2 FY2026. The stock trades at 21× P/E versus a peer median of 18×, indicating modest expectations priced in. The primary risk is the company's guidance, which is currently set at $50 million, well below the target. Peer multiples imply a price about 29% above where it trades. The thesis has broken due to the failure to meet free cash flow targets.
Trailing returns as of 2026-09-04. CC is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 9 analysts currently covering CC (as of Sep 2026).
Based on 7 Wall Street analysts offering 12-month price targets for CC in the last 4 months.
Continue this research
Compare CC with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
Free account required to save the handoff. No credit card.
| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| CC Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 6 valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Diversified Chemicals — fair value, gap to price, and forward P/E.
Compare the value case
Put CC next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Lawsuit could impact financial stability and reputation.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-04. EPS is implied from price ÷ P/E. Not investment advice.
Current $15.30
The last 12 months of price, then the range of analyst 12-month targets from today’s $15.30.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Bottom 25% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Regulatory changes could impact sales and operations.
Partnership could enhance product offerings and growth.
