International Flavors & Fragrances Inc (IFF)vsTronox Holdings PLC (TROX)
IFF
International Flavors & Fragrances Inc
$83.61
-0.52%
BASIC MATERIALS · Cap: $22.16B
TROX
Tronox Holdings PLC
$4.42
-3.49%
BASIC MATERIALS · Cap: $768.16M
Smart Verdict
WallStSmart Research — data-driven comparison
International Flavors & Fragrances Inc generates 253% more annual revenue ($10.78B vs $3.06B). IFF leads profitability with a 2.6% profit margin vs -19.2%. TROX earns a higher WallStSmart Score of 52/100 (C-).
IFF
Hold44
out of 100
Grade: D
TROX
Buy52
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
+75.8%
Fair Value
$34.73
Current Price
$4.42
$30.31 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Reasonable price relative to book value
18.7% revenue growth
Earnings expanding 48.2% YoY
Areas to Watch
Expensive relative to growth rate
1.8% revenue growth
ROE of 2.1% — below average capital efficiency
2.6% margin — thin
Smaller company, higher risk/reward
Weak financial health signals
ROE of -47.3% — below average capital efficiency
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : IFF
The strongest argument for IFF centers on Price/Book.
Bull Case : TROX
The strongest argument for TROX centers on Price/Book, Revenue Growth, EPS Growth. Revenue growth of 18.7% 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 : TROX
The primary concerns for TROX are Market Cap, Piotroski F-Score, Return on Equity. Debt-to-equity of 2.90 is elevated, increasing financial risk.
Key Dynamics to Monitor
IFF profiles as a value stock while TROX is a growth 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 18.7% — sustainability is the question.
IFF generates stronger free cash flow (284M), providing more financial flexibility.
Bottom Line
TROX scores higher overall (52/100 vs 44/100) and 18.7% 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.
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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