WallStSmart

H B Fuller Company (FUL)vsInternational Flavors & Fragrances Inc (IFF)

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Smart Verdict

WallStSmart Research — data-driven comparison

International Flavors & Fragrances Inc generates 208% more annual revenue ($10.79B vs $3.51B). IFF leads profitability with a 7.7% profit margin vs 5.3%. IFF appears more attractively valued with a PEG of 0.90. FUL earns a higher WallStSmart Score of 64/100 (C+).

FUL

Buy

64

out of 100

Grade: C+

Growth: 6.0Profit: 5.5Value: 4.7Quality: 6.0
Piotroski: 4/9Altman Z: 1.94

IFF

Buy

55

out of 100

Grade: C

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

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

FULSignificantly Overvalued (-15.3%)

Margin of Safety

-15.3%

Fair Value

$58.01

Current Price

$55.76

$2.25 premium

UndervaluedFair: $58.01Overvalued
IFFUndervalued (+64.0%)

Margin of Safety

+64.0%

Fair Value

$213.84

Current Price

$79.64

$134.20 discount

UndervaluedFair: $213.84Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

FUL3 strengths · Avg: 9.3/10
Price/BookValuation
1.4x10/10

Reasonable price relative to book value

EPS GrowthGrowth
61.8%10/10

Earnings expanding 61.8% YoY

P/E RatioValuation
16.4x8/10

Attractively priced relative to earnings

IFF2 strengths · Avg: 9.0/10
Price/BookValuation
1.4x10/10

Reasonable price relative to book value

PEG RatioValuation
0.908/10

Growing faster than its price suggests

Areas to Watch

FUL3 concerns · Avg: 3.7/10
PEG RatioValuation
2.204/10

Expensive relative to growth rate

Altman Z-ScoreHealth
1.944/10

Grey zone — moderate risk

Profit MarginProfitability
5.3%3/10

5.3% margin — thin

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%

Comparative Analysis Report

WallStSmart Research

Bull Case : FUL

The strongest argument for FUL centers on Price/Book, EPS Growth, P/E Ratio.

Bull Case : IFF

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

Bear Case : FUL

The primary concerns for FUL are PEG Ratio, Altman Z-Score, Profit Margin.

Bear Case : IFF

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

Key Dynamics to Monitor

FUL carries more volatility with a beta of 0.97 — expect wider price swings.

FUL is growing revenue faster at 5.8% — sustainability is the question.

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

Monitor SPECIALTY CHEMICALS industry trends, competitive dynamics, and regulatory changes.

Bottom Line

FUL scores higher overall (64/100 vs 55/100). IFF offers better value entry with a 64.0% margin of safety. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

H B Fuller Company

BASIC MATERIALS · SPECIALTY CHEMICALS · USA

HB Fuller Company formulates, manufactures and markets adhesives, sealants, coatings, polymers, tapes, encapsulants, additives and other specialty chemicals worldwide. The company is headquartered in Saint Paul, Minnesota.

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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