H B Fuller Company (FUL)vsInternational Flavors & Fragrances Inc (IFF)
FUL
H B Fuller Company
$51.60
-0.10%
BASIC MATERIALS · Cap: $2.79B
IFF
International Flavors & Fragrances Inc
$83.61
-0.52%
BASIC MATERIALS · Cap: $22.16B
Smart Verdict
WallStSmart Research — data-driven comparison
International Flavors & Fragrances Inc generates 207% more annual revenue ($10.78B vs $3.51B). FUL leads profitability with a 5.3% profit margin vs 2.6%. IFF appears more attractively valued with a PEG of 1.94. FUL earns a higher WallStSmart Score of 64/100 (C+).
FUL
Buy64
out of 100
Grade: C+
IFF
Hold44
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-15.6%
Fair Value
$57.89
Current Price
$51.60
$6.29 premium
Margin of Safety
+63.6%
Fair Value
$211.67
Current Price
$83.61
$128.06 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Earnings expanding 61.8% YoY
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
Grey zone — moderate risk
5.3% margin — thin
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 : FUL
The strongest argument for FUL centers on Price/Book, EPS Growth, P/E Ratio.
Bull Case : IFF
The strongest argument for IFF centers on Price/Book.
Bear Case : FUL
The primary concerns for FUL are PEG Ratio, Altman Z-Score, Profit Margin.
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
FUL carries more volatility with a beta of 0.97 — expect wider price swings.
FUL is growing revenue faster at 5.8% — sustainability is the question.
IFF generates stronger free cash flow (284M), providing more financial flexibility.
Monitor SPECIALTY CHEMICALS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
FUL scores higher overall (64/100 vs 44/100). 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.
H B Fuller Company
BASIC MATERIALS · SPECIALTY CHEMICALS · USA
HB Fuller Company formulates, manufactures and markets adhesives, sealants, coatings, polymers, tapes, encapsulants, additives and other specialty chemicals worldwide. The company is headquartered in Saint Paul, Minnesota.
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.
Compare with Other SPECIALTY CHEMICALS Stocks
Want to dig deeper into these stocks?