WallStSmart

International Flavors & Fragrances Inc (IFF)vsTernium SA ADR (TX)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Ternium SA ADR generates 45% more annual revenue ($15.61B vs $10.79B). IFF leads profitability with a 7.7% profit margin vs 3.7%. TX appears more attractively valued with a PEG of 0.13. TX earns a higher WallStSmart Score of 60/100 (C+).

IFF

Buy

55

out of 100

Grade: C

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

TX

Buy

60

out of 100

Grade: C+

Growth: 5.3Profit: 4.5Value: 7.7Quality: 8.0
Piotroski: 3/9Altman Z: 3.14
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

IFFUndervalued (+64.0%)

Margin of Safety

+64.0%

Fair Value

$213.84

Current Price

$79.64

$134.20 discount

UndervaluedFair: $213.84Overvalued

Intrinsic value data unavailable for TX.

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

TX6 strengths · Avg: 9.5/10
PEG RatioValuation
0.1310/10

Growing faster than its price suggests

Price/BookValuation
0.8x10/10

Reasonable price relative to book value

EPS GrowthGrowth
218.1%10/10

Earnings expanding 218.1% YoY

Altman Z-ScoreHealth
3.1410/10

Safe zone — low bankruptcy risk

Debt/EquityHealth
0.259/10

Conservative balance sheet, low leverage

P/E RatioValuation
15.9x8/10

Attractively priced relative to earnings

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%

TX4 concerns · Avg: 3.3/10
Revenue GrowthGrowth
0.0%4/10

0.0% revenue growth

Return on EquityProfitability
4.7%3/10

ROE of 4.7% — below average capital efficiency

Profit MarginProfitability
3.7%3/10

3.7% margin — thin

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

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 : TX

The strongest argument for TX centers on PEG Ratio, Price/Book, EPS Growth. PEG of 0.13 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 : TX

The primary concerns for TX are Revenue Growth, Return on Equity, Profit Margin. Thin 3.7% margins leave little buffer for downturns.

Key Dynamics to Monitor

TX carries more volatility with a beta of 1.22 — expect wider price swings.

TX is growing revenue faster at 0.0% — 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

TX scores higher overall (60/100 vs 55/100). 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.

Ternium SA ADR

BASIC MATERIALS · STEEL · USA

Ternium SA manufactures and processes various steel products in Mexico, Argentina, Paraguay, Chile, Bolivia, Uruguay, Brazil, the United States, Colombia, Guatemala, Costa Rica, Honduras, El Salvador and Nicaragua. The company is headquartered in Luxembourg City, Luxembourg.

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