Ashland Global Holdings Inc (ASH)vsInternational Flavors & Fragrances Inc (IFF)
ASH
Ashland Global Holdings Inc
$76.62
+0.45%
BASIC MATERIALS · Cap: $3.41B
IFF
International Flavors & Fragrances Inc
$82.62
-4.33%
BASIC MATERIALS · Cap: $23.13B
Smart Verdict
WallStSmart Research — data-driven comparison
International Flavors & Fragrances Inc generates 485% more annual revenue ($10.78B vs $1.84B). ASH leads profitability with a 2.8% profit margin vs 2.6%. ASH appears more attractively valued with a PEG of 1.23. ASH earns a higher WallStSmart Score of 52/100 (C-).
ASH
Buy52
out of 100
Grade: C-
IFF
Hold42
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-84.3%
Fair Value
$33.87
Current Price
$76.62
$42.75 premium
Margin of Safety
+63.2%
Fair Value
$208.96
Current Price
$82.62
$126.34 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Reasonable price relative to book value
Areas to Watch
2.8% margin — thin
Premium valuation, high expectations priced in
ROE of -31.0% — below average capital efficiency
Earnings declined 47.5%
Expensive relative to growth rate
1.8% revenue growth
ROE of 1.5% — below average capital efficiency
2.6% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : ASH
The strongest argument for ASH centers on Price/Book. PEG of 1.23 suggests the stock is reasonably priced for its growth.
Bull Case : IFF
The strongest argument for IFF centers on Price/Book.
Bear Case : ASH
The primary concerns for ASH are Profit Margin, P/E Ratio, Return on Equity. A P/E of 47.7x leaves little room for execution misses. Thin 2.8% margins leave little buffer for downturns.
Bear Case : IFF
The primary concerns for IFF are PEG Ratio, Revenue Growth, Return on Equity. A P/E of 92.5x leaves little room for execution misses. Thin 2.6% margins leave little buffer for downturns.
Key Dynamics to Monitor
IFF carries more volatility with a beta of 0.93 — expect wider price swings.
ASH is growing revenue faster at 7.3% — sustainability is the question.
ASH generates stronger free cash flow (38M), providing more financial flexibility.
Monitor SPECIALTY CHEMICALS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ASH scores higher overall (52/100 vs 42/100). IFF offers better value entry with a 63.2% 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.
Ashland Global Holdings Inc
BASIC MATERIALS · SPECIALTY CHEMICALS · USA
Ashland Global Holdings Inc. offers specialized chemical solutions globally. The company is headquartered in Covington, Kentucky.
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.
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