Compass Minerals and DuPont Compared as Basic Materials Firms

Analysts see more upside potential in DuPont stock compared to Compass Minerals.

Published on Feb. 13, 2026

Compass Minerals International (NYSE:CMP) and DuPont de Nemours (NYSE:DD) are both basic materials companies, but analysts believe DuPont is the better stock. The article compares the two companies on factors like institutional ownership, valuation, and analyst recommendations, finding that DuPont has a stronger consensus rating and higher potential upside.

Why it matters

As basic materials companies, Compass Minerals and DuPont compete in similar industries and markets. Understanding how they stack up against each other can help investors make more informed decisions about which stock to invest in.

The details

The analysis finds that DuPont has higher revenue and earnings than Compass Minerals, and is trading at a lower price-to-earnings ratio, indicating it is more affordable. DuPont also has stronger institutional ownership, with 74% of shares held by large investors compared to 99.8% for Compass Minerals. Analysts have a consensus target price suggesting 2.27% upside for DuPont, versus a 6.4% potential downside for Compass Minerals.

  • The analysis is based on data reported as of February 13, 2026.

The players

Compass Minerals International

A provider of essential minerals like salt and specialty fertilizers, headquartered in Overland Park, Kansas.

DuPont de Nemours

A diversified materials science company that provides technology-based solutions, headquartered in Wilmington, Delaware.

Got photos? Submit your photos here. ›

The takeaway

This analysis suggests that investors may want to consider DuPont de Nemours as a potentially more attractive investment compared to Compass Minerals International, based on factors like valuation, analyst sentiment, and institutional backing.