International Flavors & Fragrances Inc (IFF)vsSherwin-Williams Co (SHW)
IFF
International Flavors & Fragrances Inc
$83.43
-0.22%
BASIC MATERIALS · Cap: $22.16B
SHW
Sherwin-Williams Co
$324.50
+0.37%
BASIC MATERIALS · Cap: $78.49B
Smart Verdict
WallStSmart Research — data-driven comparison
Sherwin-Williams Co generates 126% more annual revenue ($24.41B vs $10.78B). SHW leads profitability with a 11.0% profit margin vs 2.6%. IFF appears more attractively valued with a PEG of 1.94. SHW earns a higher WallStSmart Score of 60/100 (C+).
IFF
Hold44
out of 100
Grade: D
SHW
Buy60
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+63.6%
Fair Value
$211.67
Current Price
$83.43
$128.24 discount
Margin of Safety
+1.9%
Fair Value
$330.61
Current Price
$324.50
$6.11 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Every $100 of equity generates 70 in profit
Large-cap with strong market position
Generating 1.2B in free cash flow
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
Moderate valuation
Distress zone — elevated risk
Trading at 20.3x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : IFF
The strongest argument for IFF centers on Price/Book.
Bull Case : SHW
The strongest argument for SHW centers on Return on Equity, Market Cap, Free Cash Flow.
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 : SHW
The primary concerns for SHW are PEG Ratio, P/E Ratio, Altman Z-Score. Debt-to-equity of 3.69 is elevated, increasing financial risk.
Key Dynamics to Monitor
SHW carries more volatility with a beta of 1.09 — expect wider price swings.
SHW is growing revenue faster at 7.5% — sustainability is the question.
SHW generates stronger free cash flow (1.2B), providing more financial flexibility.
Monitor SPECIALTY CHEMICALS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SHW scores higher overall (60/100 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.
Sherwin-Williams Co
BASIC MATERIALS · SPECIALTY CHEMICALS · USA
Sherwin Williams Company is a Cleveland, Ohio based company in the paint and coating manufacturing industry. The company primarily engages in the manufacture, distribution, and sale of paints, coatings, floorcoverings, and related products to professional, industrial, commercial, and retail customers primarily in North and South America and Europe.
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