WallStSmart

Balchem Corporation (BCPC)vsInternational Flavors & Fragrances Inc (IFF)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

International Flavors & Fragrances Inc generates 920% more annual revenue ($10.79B vs $1.06B). BCPC leads profitability with a 14.9% profit margin vs 7.7%. IFF appears more attractively valued with a PEG of 0.90. IFF earns a higher WallStSmart Score of 55/100 (C).

BCPC

Buy

54

out of 100

Grade: C-

Growth: 5.3Profit: 7.0Value: 2.7Quality: 9.0
Piotroski: 7/9Altman Z: 3.74

IFF

Buy

55

out of 100

Grade: C

Growth: 2.0Profit: 4.5Value: 8.0Quality: 5.5
Piotroski: 5/9Altman Z: 1.04
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

BCPCSignificantly Overvalued (-43.3%)

Margin of Safety

-43.3%

Fair Value

$124.67

Current Price

$162.73

$38.06 premium

UndervaluedFair: $124.67Overvalued
IFFUndervalued (+64.0%)

Margin of Safety

+64.0%

Fair Value

$213.84

Current Price

$79.47

$134.37 discount

UndervaluedFair: $213.84Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BCPC3 strengths · Avg: 9.0/10
Altman Z-ScoreHealth
3.7410/10

Safe zone — low bankruptcy risk

Debt/EquityHealth
0.149/10

Conservative balance sheet, low leverage

Operating MarginProfitability
20.9%8/10

Strong operational efficiency at 20.9%

IFF2 strengths · Avg: 9.0/10
Price/BookValuation
1.4x10/10

Reasonable price relative to book value

PEG RatioValuation
0.908/10

Growing faster than its price suggests

Areas to Watch

BCPC2 concerns · Avg: 3.0/10
P/E RatioValuation
33.5x4/10

Premium valuation, high expectations priced in

PEG RatioValuation
3.752/10

Expensive relative to growth rate

IFF4 concerns · Avg: 2.5/10
Return on EquityProfitability
6.0%3/10

ROE of 6.0% — below average capital efficiency

Profit MarginProfitability
7.7%3/10

7.7% margin — thin

Revenue GrowthGrowth
-3.6%2/10

Revenue declined 3.6%

EPS GrowthGrowth
-31.0%2/10

Earnings declined 31.0%

Comparative Analysis Report

WallStSmart Research

Bull Case : BCPC

The strongest argument for BCPC centers on Altman Z-Score, Debt/Equity, Operating Margin.

Bull Case : IFF

The strongest argument for IFF centers on Price/Book, PEG Ratio. PEG of 0.90 suggests the stock is reasonably priced for its growth.

Bear Case : BCPC

The primary concerns for BCPC are P/E Ratio, PEG Ratio.

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.

BCPC is growing revenue faster at 8.1% — 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 54/100). 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.

Balchem Corporation

BASIC MATERIALS · SPECIALTY CHEMICALS · USA

Balchem Corporation develops, manufactures, and markets specialty ingredients and performance products for the nutritional, food, pharmaceutical, animal health, medical device sterilization, plant nutrition, and industrial markets in the United States and internationally. The company is headquartered in New Hampton, New York.

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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