WallStSmart

International Flavors & Fragrances Inc (IFF)vsCVR Partners LP (UAN)

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Smart Verdict

WallStSmart Research — data-driven comparison

International Flavors & Fragrances Inc generates 1546% more annual revenue ($10.85B vs $659.46M). UAN leads profitability with a 16.1% profit margin vs 1.7%. UAN trades at a lower P/E of 11.2x. UAN earns a higher WallStSmart Score of 61/100 (C+).

IFF

Hold

44

out of 100

Grade: D

Growth: 2.7Profit: 4.5Value: 5.3Quality: 5.5
Piotroski: 5/9Altman Z: 1.04

UAN

Buy

61

out of 100

Grade: C+

Growth: 4.7Profit: 8.5Value: 6.7Quality: 5.3
Piotroski: 6/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

IFFUndervalued (+64.1%)

Margin of Safety

+64.1%

Fair Value

$214.37

Current Price

$80.38

$133.99 discount

UndervaluedFair: $214.37Overvalued

Intrinsic value data unavailable for UAN.

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

UAN4 strengths · Avg: 9.5/10
P/E RatioValuation
11.2x10/10

Attractively priced relative to earnings

Return on EquityProfitability
39.0%10/10

Every $100 of equity generates 39 in profit

EPS GrowthGrowth
99.9%10/10

Earnings expanding 99.9% YoY

Operating MarginProfitability
21.0%8/10

Strong operational efficiency at 21.0%

Areas to Watch

IFF4 concerns · Avg: 3.5/10
PEG RatioValuation
2.094/10

Expensive relative to growth rate

Revenue GrowthGrowth
3.9%4/10

3.9% revenue growth

Return on EquityProfitability
1.5%3/10

ROE of 1.5% — below average capital efficiency

Profit MarginProfitability
1.7%3/10

1.7% margin — thin

UAN3 concerns · Avg: 2.0/10
Market CapQuality
$1.16B3/10

Smaller company, higher risk/reward

Revenue GrowthGrowth
-10.6%2/10

Revenue declined 10.6%

Debt/EquityHealth
2.091/10

Elevated debt levels

Comparative Analysis Report

WallStSmart Research

Bull Case : IFF

The strongest argument for IFF centers on Price/Book.

Bull Case : UAN

The strongest argument for UAN centers on P/E Ratio, Return on Equity, EPS Growth. Profitability is solid with margins at 16.1% and operating margin at 21.0%.

Bear Case : IFF

The primary concerns for IFF are PEG Ratio, Revenue Growth, Return on Equity. A P/E of 237.6x leaves little room for execution misses. Thin 1.7% margins leave little buffer for downturns.

Bear Case : UAN

The primary concerns for UAN are Market Cap, Revenue Growth, Debt/Equity. Debt-to-equity of 2.09 is elevated, increasing financial risk.

Key Dynamics to Monitor

IFF profiles as a value stock while UAN is a declining play — different risk/reward profiles.

IFF carries more volatility with a beta of 0.88 — expect wider price swings.

IFF is growing revenue faster at 3.9% — sustainability is the question.

UAN generates stronger free cash flow (84M), providing more financial flexibility.

Bottom Line

UAN scores higher overall (61/100 vs 44/100), backed by strong 16.1% margins. IFF offers better value entry with a 64.1% 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.

CVR Partners LP

BASIC MATERIALS · AGRICULTURAL INPUTS · USA

CVR Partners, LP, produces and distributes nitrogen fertilizer products in the United States. The company is headquartered in Sugar Land, Texas.

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