Axalta Coating Systems Ltd (AXTA)vsInternational Flavors & Fragrances Inc (IFF)
AXTA
Axalta Coating Systems Ltd
$34.16
+0.41%
BASIC MATERIALS · Cap: $7.60B
IFF
International Flavors & Fragrances Inc
$83.61
-0.52%
BASIC MATERIALS · Cap: $22.16B
Smart Verdict
WallStSmart Research — data-driven comparison
International Flavors & Fragrances Inc generates 109% more annual revenue ($10.78B vs $5.15B). AXTA leads profitability with a 6.8% profit margin vs 2.6%. IFF appears more attractively valued with a PEG of 1.94. AXTA earns a higher WallStSmart Score of 49/100 (D+).
AXTA
Hold49
out of 100
Grade: D+
IFF
Hold44
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-46.9%
Fair Value
$22.86
Current Price
$34.16
$11.30 premium
Margin of Safety
+63.6%
Fair Value
$211.67
Current Price
$83.61
$128.06 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
Expensive relative to growth rate
3.1% revenue growth
Grey zone — moderate risk
6.8% margin — thin
Expensive relative to growth rate
1.8% revenue growth
ROE of 2.1% — below average capital efficiency
2.6% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : AXTA
The strongest argument for AXTA centers on Price/Book.
Bull Case : IFF
The strongest argument for IFF centers on Price/Book.
Bear Case : AXTA
The primary concerns for AXTA are PEG Ratio, Revenue Growth, Altman Z-Score.
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.
Key Dynamics to Monitor
AXTA carries more volatility with a beta of 1.24 — expect wider price swings.
AXTA is growing revenue faster at 3.1% — sustainability is the question.
IFF generates stronger free cash flow (284M), providing more financial flexibility.
Monitor SPECIALTY CHEMICALS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
AXTA scores higher overall (49/100 vs 44/100). IFF offers better value entry with a 63.6% margin of safety. Both earn "Hold" 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.
Axalta Coating Systems Ltd
BASIC MATERIALS · SPECIALTY CHEMICALS · USA
Axalta Coating Systems Ltd. manufactures, markets and distributes high performance coating systems in North America, Europe, the Middle East, Africa, Asia Pacific and Latin America. The company is headquartered in Philadelphia, Pennsylvania.
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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