Ashland Global Holdings Inc (ASH)vsInternational Flavors & Fragrances Inc (IFF)
ASH
Ashland Global Holdings Inc
$76.45
+5.51%
BASIC MATERIALS · Cap: $3.33B
IFF
International Flavors & Fragrances Inc
$85.89
+1.58%
BASIC MATERIALS · Cap: $20.23B
Smart Verdict
WallStSmart Research — data-driven comparison
International Flavors & Fragrances Inc generates 486% more annual revenue ($10.79B vs $1.84B). IFF leads profitability with a 7.7% profit margin vs 2.8%. IFF appears more attractively valued with a PEG of 0.90. IFF earns a higher WallStSmart Score of 55/100 (C).
ASH
Buy52
out of 100
Grade: C-
IFF
Buy55
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for ASH.
Margin of Safety
+64.0%
Fair Value
$213.84
Current Price
$85.89
$127.95 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
2.8% margin — thin
Premium valuation, high expectations priced in
ROE of -31.0% — below average capital efficiency
Earnings declined 47.5%
ROE of 6.0% — below average capital efficiency
7.7% margin — thin
Revenue declined 3.6%
Earnings declined 31.0%
Comparative Analysis Report
WallStSmart ResearchBull Case : ASH
The strongest argument for ASH centers on Price/Book. PEG of 1.23 suggests the stock is reasonably priced for its growth.
Bull Case : IFF
The strongest argument for IFF centers on PEG Ratio, Price/Book. PEG of 0.90 suggests the stock is reasonably priced for its growth.
Bear Case : ASH
The primary concerns for ASH are Profit Margin, P/E Ratio, Return on Equity. A P/E of 46.5x leaves little room for execution misses. Thin 2.8% margins leave little buffer for downturns.
Bear Case : IFF
The primary concerns for IFF are Return on Equity, Profit Margin, Revenue Growth.
Key Dynamics to Monitor
IFF carries more volatility with a beta of 0.94 — expect wider price swings.
ASH is growing revenue faster at 7.3% — sustainability is the question.
IFF generates stronger free cash flow (92M), providing more financial flexibility.
Monitor SPECIALTY CHEMICALS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
IFF scores higher overall (55/100 vs 52/100). Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Ashland Global Holdings Inc
BASIC MATERIALS · SPECIALTY CHEMICALS · USA
Ashland Global Holdings Inc. offers specialized chemical solutions globally. The company is headquartered in Covington, Kentucky.
International Flavors & Fragrances Inc
BASIC MATERIALS · SPECIALTY CHEMICALS · USA
International Flavors & Fragrances is an American corporation that produces flavors, fragrances, and cosmetic actives, which it markets globally. It is headquartered in New York City.
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