WallStSmart

International Flavors & Fragrances Inc (IFF)vsArcelorMittal SA ADR (MT)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

ArcelorMittal SA ADR generates 483% more annual revenue ($62.85B vs $10.78B). MT leads profitability with a 2.9% profit margin vs 2.6%. MT appears more attractively valued with a PEG of 0.42. MT earns a higher WallStSmart Score of 50/100 (D+).

IFF

Hold

44

out of 100

Grade: D

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

MT

Hold

50

out of 100

Grade: D+

Growth: 3.3Profit: 4.5Value: 6.3Quality: 7.0
Piotroski: 5/9Altman Z: 2.37
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

Intrinsic value data unavailable for MT.

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

MT4 strengths · Avg: 9.0/10
PEG RatioValuation
0.4210/10

Growing faster than its price suggests

Market CapQuality
$59.37B9/10

Large-cap with strong market position

Debt/EquityHealth
0.269/10

Conservative balance sheet, low leverage

Price/BookValuation
2.0x8/10

Reasonable price relative to book value

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

MT4 concerns · Avg: 3.0/10
P/E RatioValuation
33.1x4/10

Premium valuation, high expectations priced in

Return on EquityProfitability
3.3%3/10

ROE of 3.3% — below average capital efficiency

Profit MarginProfitability
2.9%3/10

2.9% margin — thin

EPS GrowthGrowth
-61.7%2/10

Earnings declined 61.7%

Comparative Analysis Report

WallStSmart Research

Bull Case : IFF

The strongest argument for IFF centers on Price/Book.

Bull Case : MT

The strongest argument for MT centers on PEG Ratio, Market Cap, Debt/Equity. 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 : MT

The primary concerns for MT are P/E Ratio, Return on Equity, Profit Margin. Thin 2.9% margins leave little buffer for downturns.

Key Dynamics to Monitor

MT carries more volatility with a beta of 1.75 — expect wider price swings.

MT is growing revenue faster at 5.2% — 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

MT scores higher overall (50/100 vs 44/100). IFF offers better value entry with a 63.6% margin of safety. Both earn "Hold" 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.

ArcelorMittal SA ADR

BASIC MATERIALS · STEEL · USA

ArcelorMittal owns and operates steelmaking and mining facilities in Europe, North and South America, Asia and Africa. The company is headquartered in Luxembourg City, Luxembourg.

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