WallStSmart

International Flavors & Fragrances Inc (IFF)vsLyondellBasell Industries NV (LYB)

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Smart Verdict

WallStSmart Research — data-driven comparison

LyondellBasell Industries NV generates 189% more annual revenue ($31.19B vs $10.78B). IFF leads profitability with a 2.6% profit margin vs -1.1%. LYB appears more attractively valued with a PEG of 1.53. LYB earns a higher WallStSmart Score of 65/100 (C+).

IFF

Hold

44

out of 100

Grade: D

Growth: 2.7Profit: 4.5Value: 6.3Quality: 6.5
Piotroski: 5/9Altman Z: 1.04

LYB

Buy

65

out of 100

Grade: C+

Growth: 6.7Profit: 4.5Value: 4.3Quality: 5.0
Piotroski: 2/9Altman Z: 1.57
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

IFFUndervalued (+63.6%)

Margin of Safety

+63.6%

Fair Value

$211.67

Current Price

$83.61

$128.06 discount

UndervaluedFair: $211.67Overvalued
LYBOvervalued (-7.3%)

Margin of Safety

-7.3%

Fair Value

$55.45

Current Price

$63.69

$8.24 premium

UndervaluedFair: $55.45Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

IFF1 strengths · Avg: 8.0/10
Price/BookValuation
1.5x8/10

Reasonable price relative to book value

LYB3 strengths · Avg: 8.7/10
EPS GrowthGrowth
396.0%10/10

Earnings expanding 396.0% YoY

Price/BookValuation
1.9x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
19.8%8/10

19.8% revenue growth

Areas to Watch

IFF4 concerns · Avg: 3.5/10
PEG RatioValuation
1.944/10

Expensive relative to growth rate

Revenue GrowthGrowth
1.8%4/10

1.8% revenue growth

Return on EquityProfitability
2.1%3/10

ROE of 2.1% — below average capital efficiency

Profit MarginProfitability
2.6%3/10

2.6% margin — thin

LYB4 concerns · Avg: 3.5/10
PEG RatioValuation
1.534/10

Expensive relative to growth rate

Altman Z-ScoreHealth
1.574/10

Distress zone — elevated risk

Debt/EquityHealth
1.333/10

Elevated debt levels

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : IFF

The strongest argument for IFF centers on Price/Book.

Bull Case : LYB

The strongest argument for LYB centers on EPS Growth, Price/Book, Revenue Growth. Revenue growth of 19.8% demonstrates continued momentum.

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 : LYB

The primary concerns for LYB are PEG Ratio, Altman Z-Score, Debt/Equity.

Key Dynamics to Monitor

IFF profiles as a value stock while LYB is a growth play — different risk/reward profiles.

IFF carries more volatility with a beta of 0.94 — expect wider price swings.

LYB is growing revenue faster at 19.8% — sustainability is the question.

LYB generates stronger free cash flow (482M), providing more financial flexibility.

Bottom Line

LYB scores higher overall (65/100 vs 44/100) and 19.8% 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.

LyondellBasell Industries NV

BASIC MATERIALS · SPECIALTY CHEMICALS · USA

LyondellBasell Industries N.V. (NYSE: LYB) is a Dutch-domiciled multinational chemical company with American and British roots, incorporated in the Netherlands, with U.S. operations headquarters in Houston, Texas, and offices in London, UK. The company is the largest licensor of polyethylene and polypropylene technologies. It also produces ethylene, propylene, polyolefins, and oxyfuels.

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