WallStSmart

International Flavors & Fragrances Inc (IFF)vsPan American Silver Corp. (PAAS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

International Flavors & Fragrances Inc generates 150% more annual revenue ($10.78B vs $4.31B). PAAS leads profitability with a 32.0% profit margin vs 2.6%. IFF appears more attractively valued with a PEG of 1.71. PAAS earns a higher WallStSmart Score of 76/100 (B+).

IFF

Hold

46

out of 100

Grade: D+

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

PAAS

Strong Buy

76

out of 100

Grade: B+

Growth: 10.0Profit: 9.0Value: 5.0Quality: 8.0
Piotroski: 4/9Altman Z: 2.45
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

IFFUndervalued (+63.6%)

Margin of Safety

+63.6%

Fair Value

$211.67

Current Price

$83.60

$128.07 discount

UndervaluedFair: $211.67Overvalued

Intrinsic value data unavailable for PAAS.

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

PAAS6 strengths · Avg: 9.2/10
Profit MarginProfitability
32.0%10/10

Keeps 32 of every $100 in revenue as profit

Operating MarginProfitability
37.8%10/10

Strong operational efficiency at 37.8%

Revenue GrowthGrowth
38.4%10/10

Revenue surging 38.4% year-over-year

Debt/EquityHealth
0.119/10

Conservative balance sheet, low leverage

P/E RatioValuation
15.0x8/10

Attractively priced relative to earnings

Price/BookValuation
2.8x8/10

Reasonable price relative to book value

Areas to Watch

IFF4 concerns · Avg: 3.5/10
PEG RatioValuation
1.714/10

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

PAAS1 concerns · Avg: 2.0/10
PEG RatioValuation
7.022/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

Bull Case : IFF

The strongest argument for IFF centers on Price/Book.

Bull Case : PAAS

The strongest argument for PAAS centers on Profit Margin, Operating Margin, Revenue Growth. Profitability is solid with margins at 32.0% and operating margin at 37.8%. Revenue growth of 38.4% 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 : PAAS

The primary concerns for PAAS are PEG Ratio.

Key Dynamics to Monitor

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

PAAS carries more volatility with a beta of 1.59 — expect wider price swings.

PAAS is growing revenue faster at 38.4% — sustainability is the question.

PAAS generates stronger free cash flow (403M), providing more financial flexibility.

Bottom Line

PAAS scores higher overall (76/100 vs 46/100), backed by strong 32.0% margins and 38.4% revenue growth. IFF offers better value entry with a 63.6% margin of safety. Both earn "Strong 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.

Pan American Silver Corp.

BASIC MATERIALS · GOLD · USA

Pan American Silver Corp. The company is headquartered in Vancouver, Canada.

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