Calumet Specialty Products Partners (CLMT)vsInternational Flavors & Fragrances Inc (IFF)
CLMT
Calumet Specialty Products Partners
$39.48
-5.73%
BASIC MATERIALS · Cap: $3.85B
IFF
International Flavors & Fragrances Inc
$85.89
+1.58%
BASIC MATERIALS · Cap: $20.23B
Smart Verdict
WallStSmart Research — data-driven comparison
International Flavors & Fragrances Inc generates 159% more annual revenue ($10.79B vs $4.17B). IFF leads profitability with a 7.7% profit margin vs -4.5%. CLMT appears more attractively valued with a PEG of 0.65. IFF earns a higher WallStSmart Score of 55/100 (C).
CLMT
Hold48
out of 100
Grade: D+
IFF
Buy55
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CLMT.
Margin of Safety
+64.0%
Fair Value
$213.84
Current Price
$85.89
$127.95 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 562.0% YoY
Conservative balance sheet, low leverage
Growing faster than its price suggests
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
3.6% revenue growth
ROE of -1172.0% — below average capital efficiency
Negative free cash flow — burning cash
Distress zone — elevated risk
ROE of 6.0% — below average capital efficiency
7.7% margin — thin
Revenue declined 3.6%
Earnings declined 31.0%
Comparative Analysis Report
WallStSmart ResearchBull Case : CLMT
The strongest argument for CLMT centers on EPS Growth, Debt/Equity, PEG Ratio. PEG of 0.65 suggests the stock is reasonably priced for its growth.
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.
Bear Case : CLMT
The primary concerns for CLMT are Revenue Growth, Return on Equity, Free Cash Flow.
Bear Case : IFF
The primary concerns for IFF are Return on Equity, Profit Margin, Revenue Growth.
Key Dynamics to Monitor
CLMT profiles as a turnaround stock while IFF is a value play — different risk/reward profiles.
IFF carries more volatility with a beta of 0.94 — expect wider price swings.
CLMT 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 48/100). 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.
Calumet Specialty Products Partners
BASIC MATERIALS · SPECIALTY CHEMICALS · USA
Calumet Specialty Products Partners, LP produces and sells specialty hydrocarbon products in North America and internationally. The company is headquartered in Indianapolis, Indiana.
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.
Compare with Other SPECIALTY CHEMICALS Stocks
Want to dig deeper into these stocks?