Element Solutions Inc (ESI)vsInternational Flavors & Fragrances Inc (IFF)
ESI
Element Solutions Inc
$30.76
+1.92%
BASIC MATERIALS · Cap: $8.72B
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 209% more annual revenue ($10.78B vs $3.49B). ESI leads profitability with a 5.9% profit margin vs 2.6%. ESI trades at a lower P/E of 42.1x. ESI earns a higher WallStSmart Score of 59/100 (C).
ESI
Buy59
out of 100
Grade: C
IFF
Hold42
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-8.6%
Fair Value
$32.61
Current Price
$30.76
$1.85 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
Revenue surging 51.7% year-over-year
Earnings expanding 68.6% YoY
Reasonable price relative to book value
Reasonable price relative to book value
Areas to Watch
ROE of 5.4% — below average capital efficiency
5.9% margin — thin
Premium valuation, high expectations priced in
Distress zone — elevated risk
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 : ESI
The strongest argument for ESI centers on Revenue Growth, EPS Growth, Price/Book. Revenue growth of 51.7% demonstrates continued momentum.
Bull Case : IFF
The strongest argument for IFF centers on Price/Book.
Bear Case : ESI
The primary concerns for ESI are Return on Equity, Profit Margin, P/E Ratio. A P/E of 42.1x leaves little room for execution misses.
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
ESI profiles as a hypergrowth stock while IFF is a value play — different risk/reward profiles.
ESI carries more volatility with a beta of 1.26 — expect wider price swings.
ESI is growing revenue faster at 51.7% — sustainability is the question.
ESI generates stronger free cash flow (129M), providing more financial flexibility.
Bottom Line
ESI scores higher overall (59/100 vs 42/100) and 51.7% revenue growth. 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.
Element Solutions Inc
BASIC MATERIALS · SPECIALTY CHEMICALS · USA
Element Solutions Inc produces and sells specialty chemicals in the United States, China, and internationally. The company is headquartered in Fort Lauderdale, Florida.
Visit Website →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?