Element Solutions Inc (ESI)vsInternational Flavors & Fragrances Inc (IFF)
ESI
Element Solutions Inc
$33.42
+5.30%
BASIC MATERIALS · Cap: $8.14B
IFF
International Flavors & Fragrances Inc
$85.79
+2.62%
BASIC MATERIALS · Cap: $21.33B
Smart Verdict
WallStSmart Research — data-driven comparison
International Flavors & Fragrances Inc generates 242% more annual revenue ($10.78B vs $3.15B). ESI leads profitability with a 5.7% profit margin vs 2.6%. ESI earns a higher WallStSmart Score of 59/100 (C).
ESI
Buy59
out of 100
Grade: C
IFF
Hold46
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-19.6%
Fair Value
$29.43
Current Price
$33.42
$3.99 premium
Margin of Safety
+63.6%
Fair Value
$211.67
Current Price
$85.79
$125.88 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 56.4% year-over-year
Earnings expanding 61.9% YoY
Reasonable price relative to book value
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
Distress zone — elevated risk
Expensive relative to growth rate
1.8% revenue growth
ROE of 2.1% — below average capital efficiency
2.6% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : ESI
The strongest argument for ESI centers on Revenue Growth, EPS Growth, Price/Book. Revenue growth of 56.4% demonstrates continued momentum.
Bull Case : IFF
The strongest argument for IFF centers on Price/Book.
Bear Case : ESI
The primary concerns for ESI are Return on Equity, Profit Margin, P/E Ratio. A P/E of 45.2x leaves little room for execution misses.
Bear Case : IFF
The primary concerns for IFF are PEG Ratio, Revenue Growth, Return on Equity. Thin 2.6% margins leave little buffer for downturns.
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 1.26 — expect wider price swings.
ESI is growing revenue faster at 56.4% — sustainability is the question.
IFF generates stronger free cash flow (284M), providing more financial flexibility.
Bottom Line
ESI scores higher overall (59/100 vs 46/100) and 56.4% revenue growth. IFF offers better value entry with a 63.6% 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.
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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