Q · Qnity Electronics Inc

NYSE Semiconductors Large Cap Clavix C-
131.48+0.00  (+0.00%)

Price

Snapshot

50 fields · last close
Market Cap$27.51B
P/E46.94
Float209.2M
Beta1.60
Volatility39.9%
ExchangeNYSE
SectorSemiconductors
Cap tierLarge cap
Macro sensitivityHigh
Clavix score54.8
Price131.48
Change+0.00%
Prev Close131.48
Open131.67
Day Low130.00
Day High132.41
Avg Vol1
Avg $ Vol$167.2M
52W High177.28
52W Low70.50
52W Pos57.1%
From High−25.83%
From Low+86.50%
Max DD 1Y−34.76%
Spread0.10%
LiquidityNormal
SMA 20+7.02%
SMA 50+3.05%
SMA 200+4.60%
RSI (14)60.5
Vol 30D39.0%
Vol 90D54.7%
1Y Range70–177
Daily bars230
Perf Week+5.45%
Perf Month+11.72%
Perf Quarter−10.36%
Perf Half Y+12.83%
Perf Year—
Perf YTD+54.72%
Prev Day+0.00%
ClavixC-
Debt / Eq0.58
Curr Ratio1.95
Int Cover54.4×
FCF Margin26.8%
Rev Growth+9.7%
ProfitProfitable
LeverageLow
Sector rank9 / 52

What Q does

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.

Clavix risk grade

regraded every trading day
C-54.8/100

Q grades C-, 54.8 of 100. Steadiest on Sector Resilience (51), most exposed on Macro Resilience (32, weak). 3 of the 3 weighted dimensions sit above the Semiconductors median. Ranks 9 of 52 in Semiconductors by Clavix score.

PriceMacroSectorNewsFinancial

How rough the ride is

QSemiconductors median
Betavs the overall market · lower is steadier1.601.89
Volatilityannualized39.9%47.2%
Max drawdown, past yearworst peak-to-trough fall−34.8%—
Typical daily movemedian absolute daily change2.50%—
Days beyond ±3%of the last 229 sessions85 (37%)—

How its days are spread

Daily returns over the last 229 sessions in 1% bins. Moves beyond ±6% land in the end bins.

52-week range

Q
131.48

The bar runs from the lowest to the highest close of the last 252 sessions; the marker is the latest close.

Drawdown from the 1-year peak

Q

Percent below the running high over the last 12 months. Zero is a fresh high.

Market sensitivity

QSemiconductors median
Beta to the markethow much it swings with the S&P 500 · lower is safer1.601.89
Macro sensitivityrate, dollar and credit exposure bucketHighVery High 62% of 52

Where it sits on the macro scale

Low 0Moderate 4High 16Very High 32

Low means rates, the dollar and credit spreads barely move it. Very High means they drive a large share of its swings. The counts are how many Semiconductors names sit in each bucket.

Where it ranks in its sector

Sector
Semiconductors52 companies ranked
Q
#9 of 52

Rank by Clavix score within the sector. Right is the top of the sector.

Price performance

Q
1 week+5.4%
1 month+11.7%
Year to date+54.7%
1 year—

Context for the rank, not itself a risk measure.

Recent coverage, scored

Q
Articles scoredthe most recent scored coverage, up to 3030 since 5 Aug
Average score0 most bearish, 100 most bullish68
Bullish · bearisharticles above 60 · below 4026 · 1
Directionarticles whose tone is improving vs worsening26 ↑ 1 ↓

Where the article scores land

Each bar is a 10-point band of article scores. Below 40 reads bearish, above 60 bullish.

Balance sheet, against the sector

Debt / equityTotal debt vs shareholder equity · lower is stronger
0.58sector median 0.24 · 52 names
Current ratioShort-term assets vs liabilities · higher is stronger
1.95sector median 2.83 · 52 names
FCF marginFree cash flow as a share of revenue · higher is stronger
26.8%sector median 17.8% · 48 names
Interest coverageOperating income vs interest expense · higher is stronger
54.4×sector median 14.7× · 46 names

The shaded band is the middle half of the 52 Semiconductors names Clavix covers; the tick is the sector median.

Growth

Q
Revenue growthyear over year+9.7%

Financial Health is shown but does not count toward the grade. Why

0–100, higher is safer. The tick on each bar is the Semiconductors median. Click a dimension for the evidence behind it. Financial Health is shown but does not count toward the grade.

Recent news

most recent scored articles · the chip is the article’s score · click to open

DuPont, Chemours and Corteva settled PFAS contamination claims (PFAS are long-lasting toxic chemicals) with North Carolina over the Fayetteville Works facility. Qnity Electronics' allocated share of the related indemnification obligation stays at $43 million.

Source gurufocus.com Significance minor Impact regulatory Risk worsening

Read the article →

Qnity Electronics disclosed that DuPont, Chemours, and Corteva have agreed to a settlement with North Carolina and certain municipalities over PFAS contamination at the Fayetteville Works facility. Qnity has booked a $43 million indemnification liability, representing its 44% share of DuPont's after-tax obligation under the deal.

Source sec.gov Significance minor Impact regulatory Risk neutral

Read the article →

Jim Cramer highlighted Qnity Electronics, a chemicals and materials supplier to the semiconductor and electronics industries, as a stock he likes. The article notes Qnity's shares have risen more than 25% since late October, which it attributes to strong demand in semiconductors.

Source yahoo.com Significance minor Impact sector Risk improving

Read the article →

Qnity Electronics launched Stackplane, a new line of chemical polishing slurries used in advanced chip packaging for AI and high-performance computing. The stock has dropped 5.39% over the past week and 23.31% over the past 90 days. The article is cut off and does not explain the decline, and also mentions a new CFO and upcoming appearance at SEMICON Taiwan.

Source yahoo.com Significance minor Impact product Risk neutral

Read the article →

Qnity Electronics launched its Stackplane CMP slurry platform, a set of polishing chemicals used in advanced chip packaging for AI and high-performance computing, and plans to showcase it at SEMICON Taiwan and an industry conference on planarization technology.

Source yahoo.com Significance minor Impact product Risk improving

Read the article →

Nearest peers by size

Semiconductors
TickerCompanyGradeMkt capP/EBeta
GFSGlobalFoundries IncD+$27.53B38.451.85Compare
TSEMTower Semiconductor LtdF$27.18B93.840.92Compare
ENTGEntegris IncD$25.44B83.541.40Compare
MTSIMACOM Technology Solutions Holdings IncC-$24.56B101.941.81Compare
ONON Semiconductor CorpD$33.05B52.442.17Compare
SITMSiTime CorpF$21.33B1,513.882.86Compare
CBRSCerebras Systems IncF$37.26B156.655.22Compare
LSCCLattice Semiconductor CorpC-$19.03B523.941.88Compare

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