CCChemours Co
Chemicals & Allied Products
- Revenue
- $5.8B
- 0.4% YoY
- Operating margin
- —
- EBITDA
- —
- Market cap
- $2.0B
- Employees
- 5,700
- $1M revenue each
- Net debt / EBITDA
- —
- $3.2B net debt
- AI in 10-K
- 1.3
- mentions per 10K words
Takeover score 1 of 13
Fixable underperformance 0 of 7
- TSR below peersNo—3+ of last 5 years
- High CEO pay despite TSRNo—Median CEO pay ≥ $15M while TSR trails
- Earnings not backed by cashNo—Cash flow under 80% of net income
- Dilutive SBCNo0% of revenueOver 10% of revenue
- Payouts exceed cash flowNo56% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyNo1% of assetsOver 40% of assets
- Shareholder dissentNo—Any vote under 80% support
Buyer economics 1 of 4
- Low revenue per employeeNo$1M · 74th pctBottom quartile of its SIC industry
- Quiet on AINo1.3 per 10K words · 42nd pctBottom quartile of AI mentions in 10-Ks
- Net cashNo—More cash than debt, positive EBITDA
- Buyout-sizedYes$2.0B market capMarket cap $500M–$5B
Catalysts 0 of 2
- Active 13DNo0 filingsActive-intent 13D in 18 months
- Net insider sellingNo$489K netNet sales over $10M in 12 months
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $6.3B | $6.8B | $6.1B | $5.8B | $5.8B | 0.4% |
| Net income | $608M | $578M | −$253M | $69M | −$386M | 659% |
| Operating cash flow | $814M | $755M | $556M | −$633M | $264M | 142% |
| Capex | $277M | $307M | $370M | $360M | $213M | 41% |
| Stock-based comp | $34M | $27M | $18M | $15M | $21M | 40% |
| Buybacks | $173M | $495M | $69M | — | — | |
| Dividends | $164M | $154M | $149M | $148M | $78M | 47% |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $489K · 7
- Open-market sells, 12 mo
- $0 · 0
- Net
- $489K
Pay vs performance
No pay-versus-performance disclosure yet.