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Qnity Electronics, Inc. — Intrinsic Value & Fair Price

Q
NYSETechnologySemiconductorsCIK 0002058873qnityelectronics.comAbout Q
Last close · Oct 16, 2026115.37−4.24 (−3.54%)
Market cap$24.1B
Model value · DCF · Perpetuity growth · 5y
67.57
Qnity Electronics closed at $115.37 — overvalued by 71% vs model.
45.47the model's range119.80

DCF · Perpetuity growth · 5y leads for a cyclical company — positive operating income and three years of positive free cash flow. From a five-year discounted cash flow.

Other models
1.08 – 210.16
Wall St. target
165.00 30% below
Above model, 1y
20 of 20 days

Price and model value

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What the marks mean
Daily close

Dividends

Quarterly · as of Oct 16, 2026
Yield, trailing 12 months
0.26%
Past 2 years
low 0.22%high 0.26%
Dividends per share, a year at a time
$0.30TTM
Dividends / free cash flow, FY2025
1.3%
Raised
—
Growth
—
Last change
+33.3% · Feb 2026
Every payment, with ex-dates · latest $0.08, paid Sep 15, 2026

Research on Q

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How it is valued

Valued asCyclical
Low/slowing growth (~9% recent)Moderate margins (15% net margin)Moderately volatile earnings
What growth the price implies: the reverse DCF

Key figures

FY2025 · chosen for cyclical companies
P/E
35.0×
EV / EBITDA
19.4×
FCF yield
4.1%
Dividend yield, TTM
0.26%
Beta
1.59
Cost of capital (WACC)
9.86%
On the lists: #38 Insider buying
Full financials

Analyst actions

third-party, quoted
10-15RBC Capital · target160.00
10-14Truist Financial · target170.00
10-12Barclays · target211.00
Ratings, targets and estimates

Comparable companies

by business, not by industry label

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About Qnity Electronics

Qnity Electronics, Inc. specializes in providing electronic solutions and materials essential for manufacturing semiconductor chips, alongside advanced electronic materials. Previously known as Novus SpinCo 1, Inc., the company officially adopted its current name, Qnity Electronics, Inc., in April 2025. Its operations are headquartered in Wilmington, Delaware.

CEO
Jon D. Kemp
Headquarters
Wilmington, DE
Employees
10,000
IPO
2025-10-27
Full company profile

Model estimates for research reference only, not investment advice. Every model rests on assumptions that may not match what happens; the formulas are in how we value a stock.