International Flavors & Fragrances Inc (IFF)vsLsb Industries Inc (LXU)
IFF
International Flavors & Fragrances Inc
$83.61
-0.52%
BASIC MATERIALS · Cap: $22.16B
LXU
Lsb Industries Inc
$11.58
-0.43%
BASIC MATERIALS · Cap: $808.53M
Smart Verdict
WallStSmart Research — data-driven comparison
International Flavors & Fragrances Inc generates 1538% more annual revenue ($10.78B vs $658.06M). LXU leads profitability with a 5.6% profit margin vs 2.6%. LXU appears more attractively valued with a PEG of 0.42. LXU earns a higher WallStSmart Score of 54/100 (C-).
IFF
Hold44
out of 100
Grade: D
LXU
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+63.6%
Fair Value
$211.67
Current Price
$83.61
$128.06 discount
Intrinsic value data unavailable for LXU.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
1.8% revenue growth
ROE of 2.1% — below average capital efficiency
2.6% margin — thin
Distress zone — elevated risk
Smaller company, higher risk/reward
ROE of 6.8% — below average capital efficiency
5.6% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : IFF
The strongest argument for IFF centers on Price/Book.
Bull Case : LXU
The strongest argument for LXU centers on PEG Ratio, Price/Book. Revenue growth of 11.1% demonstrates continued momentum. PEG of 0.42 suggests the stock is reasonably priced for its growth.
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.
Bear Case : LXU
The primary concerns for LXU are Altman Z-Score, Market Cap, Return on Equity.
Key Dynamics to Monitor
IFF carries more volatility with a beta of 0.94 — expect wider price swings.
LXU is growing revenue faster at 11.1% — 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
LXU scores higher overall (54/100 vs 44/100) and 11.1% revenue growth. IFF offers better value entry with a 63.6% 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.
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.
Lsb Industries Inc
BASIC MATERIALS · CHEMICALS · USA
LSB Industries, Inc. manufactures, markets, and sells chemical products in the United States. The company is headquartered in Oklahoma City, Oklahoma.
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