Qnity Electronics, Inc. (Q) Valuation — DCF, Graham & Comparables

Qnity Electronics, Inc. (Q) — Price $118.37 (closing price, October 20, 2026) — Technology — Semiconductors — NYSE

Latest reported results:

Valuation dashboard for Qnity Electronics, Inc. (Q) with P/E 42.28, P/B 3.42, EV/EBITDA 19.29 and dividend yield 0.25%. DCF, Graham Number, EPS growth, peer multiples and dividend discount models plus sector comparison against other Technology companies.

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.

Analysis Summary

Trailing-twelve-month margins: gross margin 43.3%, operating margin 20.9%, net margin 11.2%.

At $118.37 (closing price, October 20, 2026), Q trades at a P/E of 42.28 and an ROE of 7.64%. Market capitalisation stands at $24.8B, placing it among large-cap names.

Balance sheet quality for Q: current ratio of 1.9. A debt-to-equity below 1.0 typically signals conservative capital structure, while a current ratio above 1.5 indicates comfortable short-term liquidity.

Valuation Ratios

P/E Ratio42.28
Price / Book3.42
EV / EBITDA19.29
Dividend Yield0.25%

Valuation Models

DCF Fair Value$27.89
vs Current Price-76.4%

Peer Comparison

SymbolCompanyMarket CapP/EP/BROE
QQnity Electronics, Inc.$24.8B42.283.427.6%
LRCXLam Research Corporation$329.7B45.7426.5167.0%
AMATApplied Materials, Inc.$321.4B34.9112.5540.4%
GFSGLOBALFOUNDRIES Inc.$25.8B36.732.186.1%
TSEMTower Semiconductor Ltd.$20.7B72.647.159.8%
FORMFormFactor, Inc.$8.4B74.287.5511.0%
ACLSAxcelis Technologies, Inc.$3.5B37.903.188.9%
ASXASE Technology Holding Co., Ltd.$89.6B49.687.7917.3%

Price

Price$118.37 (closing price, October 20, 2026)
Market Cap$24.8B
ExchangeNYSE
CountryUS

Profitability

Return on Equity7.64%
Return on Invested Capital6.05%
Return on Assets4.09%
Gross Margin43.26%
Operating Margin20.90%
Net Margin11.25%

Related companies: LRCX · AMAT · GFS · TSEM · FORM · ACLS · ASX · UMC

Explore sector: Technology · Semiconductors

More sections of Q: Overview · Financials · Statistics · Estimates · Technical · Ownership · News · Events

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