WallStSmart

International Flavors & Fragrances Inc (IFF)vsNutrien Ltd (NTR)

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Smart Verdict

WallStSmart Research — data-driven comparison

Nutrien Ltd generates 149% more annual revenue ($26.88B vs $10.79B). NTR leads profitability with a 8.9% profit margin vs 7.7%. IFF appears more attractively valued with a PEG of 0.90. NTR earns a higher WallStSmart Score of 67/100 (B-).

IFF

Buy

55

out of 100

Grade: C

Growth: 2.0Profit: 4.5Value: 8.0Quality: 5.5
Piotroski: 5/9Altman Z: 1.04

NTR

Strong Buy

67

out of 100

Grade: B-

Growth: 6.7Profit: 6.0Value: 5.3Quality: 6.0
Piotroski: 6/9Altman Z: 1.73
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

IFFUndervalued (+64.0%)

Margin of Safety

+64.0%

Fair Value

$213.84

Current Price

$79.47

$134.37 discount

UndervaluedFair: $213.84Overvalued
NTRSignificantly Overvalued (-32.1%)

Margin of Safety

-32.1%

Fair Value

$55.32

Current Price

$70.59

$15.27 premium

UndervaluedFair: $55.32Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

IFF2 strengths · Avg: 9.0/10
Price/BookValuation
1.4x10/10

Reasonable price relative to book value

PEG RatioValuation
0.908/10

Growing faster than its price suggests

NTR4 strengths · Avg: 9.0/10
Price/BookValuation
1.3x10/10

Reasonable price relative to book value

EPS GrowthGrowth
1250.0%10/10

Earnings expanding 1250.0% YoY

P/E RatioValuation
14.4x8/10

Attractively priced relative to earnings

Revenue GrowthGrowth
19.0%8/10

19.0% revenue growth

Areas to Watch

IFF4 concerns · Avg: 2.5/10
Return on EquityProfitability
6.0%3/10

ROE of 6.0% — below average capital efficiency

Profit MarginProfitability
7.7%3/10

7.7% margin — thin

Revenue GrowthGrowth
-3.6%2/10

Revenue declined 3.6%

EPS GrowthGrowth
-31.0%2/10

Earnings declined 31.0%

NTR2 concerns · Avg: 3.0/10
Altman Z-ScoreHealth
1.734/10

Distress zone — elevated risk

Free Cash FlowQuality
$-1.13B2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull 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 : NTR

The strongest argument for NTR centers on Price/Book, EPS Growth, P/E Ratio. Revenue growth of 19.0% demonstrates continued momentum. PEG of 1.29 suggests the stock is reasonably priced for its growth.

Bear Case : IFF

The primary concerns for IFF are Return on Equity, Profit Margin, Revenue Growth.

Bear Case : NTR

The primary concerns for NTR are Altman Z-Score, Free Cash Flow.

Key Dynamics to Monitor

IFF profiles as a value stock while NTR is a growth play — different risk/reward profiles.

NTR carries more volatility with a beta of 1.06 — expect wider price swings.

NTR is growing revenue faster at 19.0% — sustainability is the question.

IFF generates stronger free cash flow (92M), providing more financial flexibility.

Bottom Line

NTR scores higher overall (67/100 vs 55/100) and 19.0% revenue growth. IFF offers better value entry with a 64.0% margin of safety. Both earn "Strong 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.

Nutrien Ltd

BASIC MATERIALS · AGRICULTURAL INPUTS · USA

Nutrien Ltd. provides inputs, services and solutions for crops. The company is headquartered in Saskatoon, Canada.

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