International Flavors & Fragrances Inc (IFF)vsTronox Holdings PLC (TROX)
IFF
International Flavors & Fragrances Inc
$79.64
+0.49%
BASIC MATERIALS · Cap: $19.73B
TROX
Tronox Holdings PLC
$6.06
-1.46%
BASIC MATERIALS · Cap: $973.10M
Smart Verdict
WallStSmart Research — data-driven comparison
International Flavors & Fragrances Inc generates 269% more annual revenue ($10.79B vs $2.92B). IFF leads profitability with a 7.7% profit margin vs -15.8%. IFF earns a higher WallStSmart Score of 55/100 (C).
IFF
Buy55
out of 100
Grade: C
TROX
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+64.0%
Fair Value
$213.84
Current Price
$79.64
$134.20 discount
Margin of Safety
+75.1%
Fair Value
$33.73
Current Price
$6.06
$27.67 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 48.2% YoY
Areas to Watch
ROE of 6.0% — below average capital efficiency
7.7% margin — thin
Revenue declined 3.6%
Earnings declined 31.0%
3.0% revenue growth
Smaller company, higher risk/reward
Weak financial health signals
ROE of -35.8% — below average capital efficiency
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 : TROX
The strongest argument for TROX centers on Price/Book, EPS Growth.
Bear Case : IFF
The primary concerns for IFF are Return on Equity, Profit Margin, Revenue Growth.
Bear Case : TROX
The primary concerns for TROX are Revenue Growth, Market Cap, Piotroski F-Score. Debt-to-equity of 2.69 is elevated, increasing financial risk.
Key Dynamics to Monitor
IFF profiles as a value stock while TROX is a turnaround play — different risk/reward profiles.
IFF carries more volatility with a beta of 0.94 — expect wider price swings.
TROX is growing revenue faster at 3.0% — sustainability is the question.
IFF generates stronger free cash flow (92M), providing more financial flexibility.
Bottom Line
IFF scores higher overall (55/100 vs 48/100). TROX offers better value entry with a 75.1% 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.
Tronox Holdings PLC
BASIC MATERIALS · CHEMICALS · USA
Tronox Holdings plc is a vertically integrated manufacturer of TiO2 pigment in North America, South and Central America, Europe, the Middle East, Africa and Asia Pacific. The company is headquartered in Stamford, Connecticut.
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