International Flavors & Fragrances Inc (IFF)vsLyondellBasell Industries NV (LYB)
IFF
International Flavors & Fragrances Inc
$83.61
-0.52%
BASIC MATERIALS · Cap: $22.16B
LYB
LyondellBasell Industries NV
$63.69
-0.95%
BASIC MATERIALS · Cap: $20.87B
Smart Verdict
WallStSmart Research — data-driven comparison
LyondellBasell Industries NV generates 189% more annual revenue ($31.19B vs $10.78B). IFF leads profitability with a 2.6% profit margin vs -1.1%. LYB appears more attractively valued with a PEG of 1.53. LYB earns a higher WallStSmart Score of 65/100 (C+).
IFF
Hold44
out of 100
Grade: D
LYB
Buy65
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
-7.3%
Fair Value
$55.45
Current Price
$63.69
$8.24 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Earnings expanding 396.0% YoY
Reasonable price relative to book value
19.8% revenue growth
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
Distress zone — elevated risk
Elevated debt levels
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : IFF
The strongest argument for IFF centers on Price/Book.
Bull Case : LYB
The strongest argument for LYB centers on EPS Growth, Price/Book, Revenue Growth. Revenue growth of 19.8% demonstrates continued momentum.
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 : LYB
The primary concerns for LYB are PEG Ratio, Altman Z-Score, Debt/Equity.
Key Dynamics to Monitor
IFF profiles as a value stock while LYB is a growth play — different risk/reward profiles.
IFF carries more volatility with a beta of 0.94 — expect wider price swings.
LYB is growing revenue faster at 19.8% — sustainability is the question.
LYB generates stronger free cash flow (482M), providing more financial flexibility.
Bottom Line
LYB scores higher overall (65/100 vs 44/100) and 19.8% 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.
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.
LyondellBasell Industries NV
BASIC MATERIALS · SPECIALTY CHEMICALS · USA
LyondellBasell Industries N.V. (NYSE: LYB) is a Dutch-domiciled multinational chemical company with American and British roots, incorporated in the Netherlands, with U.S. operations headquarters in Houston, Texas, and offices in London, UK. The company is the largest licensor of polyethylene and polypropylene technologies. It also produces ethylene, propylene, polyolefins, and oxyfuels.
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