International Flavors & Fragrances Inc (IFF)vsLinde plc Ordinary Shares (LIN)
IFF
International Flavors & Fragrances Inc
$83.61
-0.52%
BASIC MATERIALS · Cap: $22.16B
LIN
Linde plc Ordinary Shares
$466.22
+1.00%
BASIC MATERIALS · Cap: $214.92B
Smart Verdict
WallStSmart Research — data-driven comparison
Linde plc Ordinary Shares generates 229% more annual revenue ($35.45B vs $10.78B). LIN leads profitability with a 20.4% profit margin vs 2.6%. LIN appears more attractively valued with a PEG of 1.79. LIN earns a higher WallStSmart Score of 64/100 (C+).
IFF
Hold44
out of 100
Grade: D
LIN
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+63.6%
Fair Value
$211.67
Current Price
$83.61
$128.06 discount
Margin of Safety
-50.9%
Fair Value
$308.97
Current Price
$466.22
$157.25 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Mega-cap, among the largest globally
Keeps 20 of every $100 in revenue as profit
Strong operational efficiency at 28.1%
Areas to Watch
Expensive relative to growth rate
1.8% revenue growth
ROE of 2.1% — below average capital efficiency
2.6% margin — thin
Expensive relative to growth rate
Moderate valuation
Weak financial health signals
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : IFF
The strongest argument for IFF centers on Price/Book.
Bull Case : LIN
The strongest argument for LIN centers on Market Cap, Profit Margin, Operating Margin. Profitability is solid with margins at 20.4% and operating margin at 28.1%.
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.
Bear Case : LIN
The primary concerns for LIN are PEG Ratio, P/E Ratio, Piotroski F-Score.
Key Dynamics to Monitor
IFF profiles as a value stock while LIN is a mature play — different risk/reward profiles.
IFF carries more volatility with a beta of 0.94 — expect wider price swings.
LIN is growing revenue faster at 9.3% — sustainability is the question.
LIN generates stronger free cash flow (833M), providing more financial flexibility.
Bottom Line
LIN scores higher overall (64/100 vs 44/100), backed by strong 20.4% margins. 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.
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.
Linde plc Ordinary Shares
BASIC MATERIALS · SPECIALTY CHEMICALS · USA
Linde plc is a multinational chemical company. It is the largest industrial gas company by market share and revenue. It serves customers in the healthcare, petroleum refining, manufacturing, food, beverage carbonation, fiber-optics, steel making, aerospace, chemicals, electronics and water treatment industries. The company's primary business is the manufacturing and distribution of atmospheric gases, including oxygen, nitrogen, argon, rare gases, and process gases, including carbon dioxide, helium, hydrogen, electronic gases, specialty gases, and acetylene.
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