Q
Qnity Electronics
Information Technology · Semiconductor Materials & Equipment · US
$142.05
Data: 2026-05-15
✓ ETHICAL PASS

NARROW MOAT
HIGH
Data Confidence: 100.0%
Key Metrics

How this company measures up on the fundamentals that matter

Market Cap
$33.1B
Total market value of the company
50.94
Expensive — high growth expected
33.28
Based on estimated future earnings — lower means cheaper
Rev Growth
+17.6%
Year-over-year revenue change
Profit Margin
13.1%
How much profit the company keeps from each dollar of revenue
7.5%
Return on equity — how efficiently it uses shareholder money
Analyst Target
$173.13
+22% from current price — median analyst estimate
Recommendation
STRONG_BUY
Consensus view from 8 analysts covering this stock
About Qnity Electronics

Qnity Electronics, Inc. provides materials and solutions to the semiconductor and electronics industries in the United States, rest of Americas, Europe, the Middle East, Africa, Asia Pacific, China, South Korea, Taiwan, and internationally. The company operates in two segments, Semiconductor Technologies and Interconnect Solutions. Its Semiconductor Technologies segment offers chemical mechanical planarization (CMP) pads and slurries, photoresists, functional sub-layers, advanced overcoats, post-CMP cleaners, post-etch residue removers, and emerging cleans. The Interconnect Solutions segment provides copper pillar plating, copper redistribution layer, solder bump plating, under bump metallization, photoresists, packaging dielectrics, gap fillers, phase change, specialty thermal interface materials, thermally conductive insulators, copper playing solutions, dry film photoresists, and laminates and polyimide films. The company was formerly known as Novus SpinCo 1, Inc. and changed its name to Qnity Electronics, Inc. in April 2025. The company was incorporated in 2024 and is headquartered in Wilmington, Delaware.

https://www.qnityelectronics.com

Country: United States Employees: 10,000 Industry: Semiconductor Equipment & Materials
Ethical Screening

Five compliance checks based on AAOIFI standards — all must pass for ethical clearance

Business Activity
PASS
Core business does not involve prohibited activities
Debt Ratio
28.6% PASS
Debt must be below 33% of total assets
Cash Ratio
2.9% PASS
Interest-bearing cash below 33% of assets
Receivables
11.2% PASS
Receivables below 49% of assets
Revenue Purity
0.0% PASS
Non-compliant revenue below 5% — any excess requires purification
Valuation
$83.51
What our model estimates this business is worth per share
-70.1%
Trading above fair value — no margin of safety
Rating
OVERVALUED
Overall assessment combining ethics, valuation, and quality
86.9th
Ranks in the top 13% of our 13,571 screened universe
Ethical Score
85.3
Valuation Score
30.5
Quality Score
57.3
Combined
59.4

Trading at $158, 89% above fair value of $84. Passes all ethical screens. Ranks better than 54% of screened stocks.

Quantitative Intelligence

Statistical analysis of price behaviour, risk, and market regime — independent of fundamental data

MARKUP
Price trending up with increasing momentum
2.011
Excellent risk-adjusted returns
0.1526
Suggested allocation is meaningful — the edge justifies a position
5.864
Returns exceed worst-case losses — strong risk profile
Annual Return
159.1%
Historical annualised return based on price data
-27.1%
Largest peak-to-trough decline — the worst it has been
SIDEWAYS
Price consolidating — no clear directional bias
Days in State
5
How long the current regime has persisted — longer means more stable
Market Data

Trading characteristics and market positioning

N/A
52W High
$171.52
17% below the year high
52W Low
$70.50
101% above the year low
Avg Volume
2,142,785
Average daily shares traded — higher means easier to buy and sell
2.5
Days it would take all short sellers to cover — higher means more crowded
Short % Float
2.2%
Low short interest — limited bearish positioning
0.2%
Annual dividend as a percentage of the share price
$3.30
Earnings per share over the last 12 months
Financial Health

Balance sheet strength and cash generation — the foundation of long-term value

0.61
Moderate leverage — manageable
2.12
Strong balance sheet — comfortably covers short-term obligations
Quick Ratio
1.23
Like current ratio but excludes inventory — stricter test
Gross Margin
46.1%
Revenue left after cost of goods — higher means pricing power
Operating Margin
22.8%
Profit from core operations before interest and tax
$702M
Positive — the business generates more cash than it spends
Revenue (TTM)
$5.0B
Total revenue over the last 12 months
Net Income
$650M
Profitable — the bottom line is positive
Analyst Coverage
Analysts
8
Target High
$200.00
Target Median
$173.13
Target Low
$140.00
Recent Insider Activity

SEC Form 4 filings — what company insiders are buying and selling

Date Insider Title Type Shares Value
2026-02-27 CURTIN TERRENCE R Director 256 $32,500
2026-02-27 GOSS MICHAEL G. Chief Financial Officer 7,324
2026-02-27 KEMP JON D Chief Executive Officer 32,957
2026-02-27 XU CHUCK Officer 7,324
2026-02-27 FORTEBUONO KATHLEEN M. Officer 2,564
2026-02-27 HENNESSEY PETER W General Counsel 4,578
2026-02-27 GREEN BYRON Director 256 $32,500
2026-01-30 CURTIN TERRENCE R Director 386 $32,500
2026-01-30 GREEN BYRON Director 112 $10,833
2025-12-12 XU CHUCK Officer 838 $66,210
Source: SEC Form 4 filings via public data. View all insider activity at
Insider Intelligence
Political Trading Activity

Congressional trading disclosures involving this instrument

Date Politician Party Type Amount
7 May2026 Sara Jacobs Democrat sell 500K–1M
6 May2026 Sara Jacobs Democrat sell 500K–1M
2026-05-07 Sara Jacobs Democrat Sale 500K–1M
2026-05-07 Dwight Evans Democrat Sale 1K–15K
2026-05-06 Sara Jacobs Democrat Sale 500K–1M
Source: Congressional disclosure filings. View all political trades at
Insider Intelligence
Explore the Ethical Screener View Track Record

Data sourced from public filings and market feeds. Not financial advice. Updated: 2026-05-15

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