WallStSmart

International Flavors & Fragrances Inc (IFF)vsOrion Engineered Carbons SA (OEC)

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Smart Verdict

WallStSmart Research — data-driven comparison

International Flavors & Fragrances Inc generates 491% more annual revenue ($10.78B vs $1.82B). IFF leads profitability with a 2.6% profit margin vs -5.3%. OEC appears more attractively valued with a PEG of 1.25. OEC earns a higher WallStSmart Score of 49/100 (D+).

IFF

Hold

44

out of 100

Grade: D

Growth: 2.7Profit: 4.5Value: 6.3Quality: 6.5
Piotroski: 5/9Altman Z: 1.04

OEC

Hold

49

out of 100

Grade: D+

Growth: 3.3Profit: 3.0Value: 5.3Quality: 3.5
Piotroski: 2/9Altman Z: 1.44
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Intrinsic Value Comparison

Multi-model valuation · Graham Formula

IFFUndervalued (+63.6%)

Margin of Safety

+63.6%

Fair Value

$211.67

Current Price

$82.96

$128.71 discount

UndervaluedFair: $211.67Overvalued

Intrinsic value data unavailable for OEC.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

IFF1 strengths · Avg: 8.0/10
Price/BookValuation
1.5x8/10

Reasonable price relative to book value

OEC1 strengths · Avg: 10.0/10
Price/BookValuation
0.9x10/10

Reasonable price relative to book value

Areas to Watch

IFF4 concerns · Avg: 3.5/10
PEG RatioValuation
1.944/10

Expensive relative to growth rate

Revenue GrowthGrowth
1.8%4/10

1.8% revenue growth

Return on EquityProfitability
2.1%3/10

ROE of 2.1% — below average capital efficiency

Profit MarginProfitability
2.6%3/10

2.6% margin — thin

OEC4 concerns · Avg: 2.8/10
Market CapQuality
$324.24M3/10

Smaller company, higher risk/reward

Operating MarginProfitability
4.3%3/10

Operating margin of 4.3%

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Return on EquityProfitability
-25.3%2/10

ROE of -25.3% — below average capital efficiency

Comparative Analysis Report

WallStSmart Research

Bull Case : IFF

The strongest argument for IFF centers on Price/Book.

Bull Case : OEC

The strongest argument for OEC centers on Price/Book. PEG of 1.25 suggests the stock is reasonably priced for its growth.

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 : OEC

The primary concerns for OEC are Market Cap, Operating Margin, Piotroski F-Score. Debt-to-equity of 2.66 is elevated, increasing financial risk.

Key Dynamics to Monitor

IFF profiles as a value stock while OEC is a turnaround play — different risk/reward profiles.

OEC carries more volatility with a beta of 0.99 — expect wider price swings.

OEC is growing revenue faster at 7.4% — sustainability is the question.

IFF generates stronger free cash flow (284M), providing more financial flexibility.

Bottom Line

OEC scores higher overall (49/100 vs 44/100). IFF offers better value entry with a 63.6% margin of safety. Both earn "Hold" 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.

Orion Engineered Carbons SA

BASIC MATERIALS · SPECIALTY CHEMICALS · USA

Orion Engineered Carbons SA, produces and sells carbon black products in Germany, the United States, South Korea, Brazil, China, South Africa, the rest of Europe and internationally. The company is headquartered in Senningerberg, Luxembourg.

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