International Flavors & Fragrances Inc (IFF)vsThe Mosaic Company (MOS)
IFF
International Flavors & Fragrances Inc
$79.47
-0.20%
BASIC MATERIALS · Cap: $19.73B
MOS
The Mosaic Company
$22.77
+0.66%
BASIC MATERIALS · Cap: $7.03B
Smart Verdict
WallStSmart Research — data-driven comparison
The Mosaic Company generates 15% more annual revenue ($12.43B vs $10.79B). IFF leads profitability with a 7.7% profit margin vs 0.4%. IFF appears more attractively valued with a PEG of 0.90. MOS earns a higher WallStSmart Score of 62/100 (C+).
IFF
Buy55
out of 100
Grade: C
MOS
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+64.0%
Fair Value
$213.84
Current Price
$79.47
$134.37 discount
Margin of Safety
+54.7%
Fair Value
$68.80
Current Price
$22.77
$46.03 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Growing faster than its price suggests
Reasonable price relative to book value
Earnings expanding 239.5% YoY
Conservative balance sheet, low leverage
Areas to Watch
ROE of 6.0% — below average capital efficiency
7.7% margin — thin
Revenue declined 3.6%
Earnings declined 31.0%
Expensive relative to growth rate
ROE of 6.2% — below average capital efficiency
0.4% margin — thin
Operating margin of 0.8%
Comparative Analysis Report
WallStSmart ResearchBull Case : IFF
The strongest argument for IFF centers on Price/Book, PEG Ratio. PEG of 0.90 suggests the stock is reasonably priced for its growth.
Bull Case : MOS
The strongest argument for MOS centers on Price/Book, EPS Growth, Debt/Equity. Revenue growth of 14.4% demonstrates continued momentum.
Bear Case : IFF
The primary concerns for IFF are Return on Equity, Profit Margin, Revenue Growth.
Bear Case : MOS
The primary concerns for MOS are PEG Ratio, Return on Equity, Profit Margin. A P/E of 158.1x leaves little room for execution misses. Thin 0.4% margins leave little buffer for downturns.
Key Dynamics to Monitor
IFF carries more volatility with a beta of 0.94 — expect wider price swings.
MOS is growing revenue faster at 14.4% — sustainability is the question.
IFF generates stronger free cash flow (92M), providing more financial flexibility.
Monitor SPECIALTY CHEMICALS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
MOS scores higher overall (62/100 vs 55/100) and 14.4% 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.
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.
The Mosaic Company
BASIC MATERIALS · AGRICULTURAL INPUTS · USA
The Mosaic Company is a Fortune 500 company based in Tampa, Florida which mines phosphate and potash, and operates through segments such as international distribution and Mosaic Fertilizantes.
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