Element Solutions Inc (ESI)vsInternational Flavors & Fragrances Inc (IFF)
ESI
Element Solutions Inc
$37.88
-1.43%
BASIC MATERIALS · Cap: $8.95B
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 242% more annual revenue ($10.79B vs $3.15B). IFF leads profitability with a 7.7% profit margin vs 5.7%. IFF trades at a lower P/E of 24.5x. ESI earns a higher WallStSmart Score of 56/100 (C).
ESI
Buy56
out of 100
Grade: C
IFF
Buy55
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-25.0%
Fair Value
$29.39
Current Price
$37.88
$8.49 premium
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
Revenue surging 56.4% year-over-year
Earnings expanding 61.9% YoY
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
ROE of 5.4% — below average capital efficiency
5.7% margin — thin
Premium valuation, high expectations priced in
Negative free cash flow — burning cash
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 : ESI
The strongest argument for ESI centers on Revenue Growth, EPS Growth. Revenue growth of 56.4% demonstrates continued momentum.
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 : ESI
The primary concerns for ESI are Return on Equity, Profit Margin, P/E Ratio. A P/E of 49.6x leaves little room for execution misses.
Bear Case : IFF
The primary concerns for IFF are Return on Equity, Profit Margin, Revenue Growth.
Key Dynamics to Monitor
ESI profiles as a hypergrowth stock while IFF is a value play — different risk/reward profiles.
ESI carries more volatility with a beta of 1.24 — expect wider price swings.
ESI is growing revenue faster at 56.4% — sustainability is the question.
IFF generates stronger free cash flow (92M), providing more financial flexibility.
Bottom Line
ESI scores higher overall (56/100 vs 55/100) and 56.4% revenue growth. IFF offers better value entry with a 64.0% margin of safety. 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.
Element Solutions Inc
BASIC MATERIALS · SPECIALTY CHEMICALS · USA
Element Solutions Inc produces and sells specialty chemicals in the United States, China, and internationally. The company is headquartered in Fort Lauderdale, Florida.
Visit Website →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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