WallStSmart

International Flavors & Fragrances Inc (IFF)vsWest Fraser Timber Co Ltd (WFG)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

International Flavors & Fragrances Inc generates 106% more annual revenue ($10.79B vs $5.24B). IFF leads profitability with a 7.7% profit margin vs -23.0%. IFF earns a higher WallStSmart Score of 55/100 (C).

IFF

Buy

55

out of 100

Grade: C

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

WFG

Hold

42

out of 100

Grade: D

Growth: 3.3Profit: 2.0Value: 4.0Quality: 7.5
Piotroski: 4/9Altman Z: 2.99
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

IFFUndervalued (+64.0%)

Margin of Safety

+64.0%

Fair Value

$213.84

Current Price

$84.55

$129.29 discount

UndervaluedFair: $213.84Overvalued
WFGSignificantly Overvalued (-26.6%)

Margin of Safety

-26.6%

Fair Value

$58.98

Current Price

$69.85

$10.87 premium

UndervaluedFair: $58.98Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

IFF2 strengths · Avg: 8.0/10
PEG RatioValuation
0.908/10

Growing faster than its price suggests

Price/BookValuation
1.5x8/10

Reasonable price relative to book value

WFG2 strengths · Avg: 10.0/10
Price/BookValuation
1.0x10/10

Reasonable price relative to book value

Debt/EquityHealth
0.0910/10

Conservative balance sheet, low leverage

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%

WFG4 concerns · Avg: 1.8/10
Return on EquityProfitability
-24.9%2/10

ROE of -24.9% — below average capital efficiency

Revenue GrowthGrowth
-6.4%2/10

Revenue declined 6.4%

Free Cash FlowQuality
$-265.28M2/10

Negative free cash flow — burning cash

Profit MarginProfitability
-23.0%1/10

Currently unprofitable

Comparative Analysis Report

WallStSmart Research

Bull Case : IFF

The strongest argument for IFF centers on PEG Ratio, Price/Book. PEG of 0.90 suggests the stock is reasonably priced for its growth.

Bull Case : WFG

The strongest argument for WFG centers on Price/Book, Debt/Equity.

Bear Case : IFF

The primary concerns for IFF are Return on Equity, Profit Margin, Revenue Growth.

Bear Case : WFG

The primary concerns for WFG are Return on Equity, Revenue Growth, Free Cash Flow.

Key Dynamics to Monitor

IFF profiles as a value stock while WFG is a turnaround play — different risk/reward profiles.

WFG carries more volatility with a beta of 1.13 — expect wider price swings.

IFF is growing revenue faster at -3.6% — sustainability is the question.

IFF generates stronger free cash flow (92M), providing more financial flexibility.

Bottom Line

IFF scores higher overall (55/100 vs 42/100). 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.

West Fraser Timber Co Ltd

BASIC MATERIALS · LUMBER & WOOD PRODUCTION · USA

West Fraser Timber Co. Ltd., a diversified wood products company, produces and sells wood, paneling, and pulp and paper in western Canada and the southern United States. The company is headquartered in Vancouver, Canada.

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