Calumet Specialty Products Partners (CLMT)vsInternational Flavors & Fragrances Inc (IFF)
CLMT
Calumet Specialty Products Partners
$39.64
-8.56%
BASIC MATERIALS · Cap: $4.27B
IFF
International Flavors & Fragrances Inc
$82.62
-4.33%
BASIC MATERIALS · Cap: $23.13B
Smart Verdict
WallStSmart Research — data-driven comparison
International Flavors & Fragrances Inc generates 135% more annual revenue ($10.78B vs $4.59B). IFF leads profitability with a 2.6% profit margin vs -3.0%. CLMT appears more attractively valued with a PEG of 0.65. CLMT earns a higher WallStSmart Score of 56/100 (C).
CLMT
Buy56
out of 100
Grade: C
IFF
Hold42
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-70.0%
Fair Value
$15.11
Current Price
$39.64
$24.53 premium
Margin of Safety
+63.2%
Fair Value
$208.96
Current Price
$82.62
$126.34 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 40.8% year-over-year
Earnings expanding 562.0% YoY
Conservative balance sheet, low leverage
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
ROE of -1172.0% — below average capital efficiency
Distress zone — elevated risk
Currently unprofitable
Operating margin of -4.6%
Expensive relative to growth rate
1.8% revenue growth
ROE of 1.5% — below average capital efficiency
2.6% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : CLMT
The strongest argument for CLMT centers on Revenue Growth, EPS Growth, Debt/Equity. Revenue growth of 40.8% demonstrates continued momentum. PEG of 0.65 suggests the stock is reasonably priced for its growth.
Bull Case : IFF
The strongest argument for IFF centers on Price/Book.
Bear Case : CLMT
The primary concerns for CLMT are Return on Equity, Altman Z-Score, Profit Margin.
Bear Case : IFF
The primary concerns for IFF are PEG Ratio, Revenue Growth, Return on Equity. A P/E of 92.5x leaves little room for execution misses. Thin 2.6% margins leave little buffer for downturns.
Key Dynamics to Monitor
CLMT profiles as a hypergrowth stock while IFF is a value play — different risk/reward profiles.
IFF carries more volatility with a beta of 0.93 — expect wider price swings.
CLMT is growing revenue faster at 40.8% — sustainability is the question.
CLMT generates stronger free cash flow (54M), providing more financial flexibility.
Bottom Line
CLMT scores higher overall (56/100 vs 42/100) and 40.8% revenue growth. IFF offers better value entry with a 63.2% margin of safety. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Calumet Specialty Products Partners
BASIC MATERIALS · SPECIALTY CHEMICALS · USA
Calumet Specialty Products Partners, LP produces and sells specialty hydrocarbon products in North America and internationally. The company is headquartered in Indianapolis, Indiana.
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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