International Flavors & Fragrances Inc (IFF)vsValhi Inc (VHI)
IFF
International Flavors & Fragrances Inc
$83.61
-0.52%
BASIC MATERIALS · Cap: $22.16B
VHI
Valhi Inc
$18.26
+0.61%
BASIC MATERIALS · Cap: $504.97M
Smart Verdict
WallStSmart Research — data-driven comparison
International Flavors & Fragrances Inc generates 398% more annual revenue ($10.78B vs $2.16B). IFF leads profitability with a 2.6% profit margin vs -2.4%. VHI appears more attractively valued with a PEG of 0.32. VHI earns a higher WallStSmart Score of 58/100 (C).
IFF
Hold44
out of 100
Grade: D
VHI
Buy58
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
+8.9%
Fair Value
$17.21
Current Price
$18.26
$1.05 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 2500.0% 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
ROE of -3.6% — below average capital efficiency
Currently unprofitable
Comparative Analysis Report
WallStSmart ResearchBull Case : IFF
The strongest argument for IFF centers on Price/Book.
Bull Case : VHI
The strongest argument for VHI centers on PEG Ratio, Price/Book, EPS Growth. Revenue growth of 12.2% demonstrates continued momentum. PEG of 0.32 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 : VHI
The primary concerns for VHI are Market Cap, Return on Equity, Profit Margin.
Key Dynamics to Monitor
IFF profiles as a value stock while VHI is a turnaround play — different risk/reward profiles.
VHI carries more volatility with a beta of 1.02 — expect wider price swings.
VHI is growing revenue faster at 12.2% — sustainability is the question.
IFF generates stronger free cash flow (284M), providing more financial flexibility.
Bottom Line
VHI scores higher overall (58/100 vs 44/100) and 12.2% 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.
Valhi Inc
BASIC MATERIALS · CHEMICALS · USA
Valhi, Inc. engages in the chemicals, components, and real estate development and management businesses in Asia Pacific, Europe, North America, and internationally.
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