International Flavors & Fragrances Inc (IFF)vsThe Mosaic Company (MOS)
IFF
International Flavors & Fragrances Inc
$83.61
-0.52%
BASIC MATERIALS · Cap: $22.16B
MOS
The Mosaic Company
$25.19
-0.83%
BASIC MATERIALS · Cap: $8.43B
Smart Verdict
WallStSmart Research — data-driven comparison
The Mosaic Company generates 14% more annual revenue ($12.25B vs $10.78B). IFF leads profitability with a 2.6% profit margin vs -5.2%. IFF appears more attractively valued with a PEG of 1.94. MOS earns a higher WallStSmart Score of 52/100 (C-).
IFF
Hold44
out of 100
Grade: D
MOS
Buy52
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
Margin of Safety
+53.5%
Fair Value
$67.04
Current Price
$25.19
$41.85 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Reasonable price relative to book value
Earnings expanding 239.5% YoY
Areas to Watch
Expensive relative to growth rate
1.8% revenue growth
ROE of 2.1% — below average capital efficiency
2.6% margin — thin
Expensive relative to growth rate
ROE of 6.2% — below average capital efficiency
Revenue declined 6.0%
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : IFF
The strongest argument for IFF centers on Price/Book.
Bull Case : MOS
The strongest argument for MOS centers on Price/Book, EPS 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 : MOS
The primary concerns for MOS are PEG Ratio, Return on Equity, Revenue Growth.
Key Dynamics to Monitor
IFF profiles as a value stock while MOS is a turnaround play — different risk/reward profiles.
IFF carries more volatility with a beta of 0.94 — expect wider price swings.
IFF is growing revenue faster at 1.8% — sustainability is the question.
IFF generates stronger free cash flow (284M), providing more financial flexibility.
Bottom Line
MOS scores higher overall (52/100 vs 44/100). 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.
The Mosaic Company
BASIC MATERIALS · AGRICULTURAL INPUTS · USA
The Mosaic Company is a Fortune 500 company based in Tampa, Florida which mines phosphate and potash, and operates through segments such as international distribution and Mosaic Fertilizantes.
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