International Flavors & Fragrances Inc (IFF)vsSuzano Papel e Celulose SA ADR (SUZ)
IFF
International Flavors & Fragrances Inc
$90.66
-2.74%
BASIC MATERIALS · Cap: $23.14B
SUZ
Suzano Papel e Celulose SA ADR
$8.99
+1.01%
BASIC MATERIALS · Cap: $10.64B
Smart Verdict
WallStSmart Research — data-driven comparison
Suzano Papel e Celulose SA ADR generates 344% more annual revenue ($47.83B vs $10.78B). SUZ leads profitability with a 17.1% profit margin vs 2.6%. SUZ trades at a lower P/E of 6.9x. SUZ earns a higher WallStSmart Score of 54/100 (C-).
IFF
Hold44
out of 100
Grade: D
SUZ
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+63.3%
Fair Value
$209.61
Current Price
$90.66
$118.95 discount
Margin of Safety
+47.6%
Fair Value
$21.35
Current Price
$8.99
$12.36 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Attractively priced relative to earnings
Reasonable price relative to book value
Strong operational efficiency at 26.7%
Generating 2.0B 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
Elevated debt levels
Revenue declined 12.8%
Earnings declined 64.0%
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : IFF
The strongest argument for IFF centers on Price/Book.
Bull Case : SUZ
The strongest argument for SUZ centers on P/E Ratio, Price/Book, Operating Margin. Profitability is solid with margins at 17.1% and operating margin at 26.7%.
Bear Case : IFF
The primary concerns for IFF are PEG Ratio, Revenue Growth, Return on Equity. A P/E of 89.8x leaves little room for execution misses. Thin 2.6% margins leave little buffer for downturns.
Bear Case : SUZ
The primary concerns for SUZ are Debt/Equity, Revenue Growth, EPS Growth. Debt-to-equity of 1.95 is elevated, increasing financial risk.
Key Dynamics to Monitor
IFF profiles as a value stock while SUZ is a declining play — different risk/reward profiles.
IFF carries more volatility with a beta of 0.93 — expect wider price swings.
IFF is growing revenue faster at 1.8% — sustainability is the question.
SUZ generates stronger free cash flow (2.0B), providing more financial flexibility.
Bottom Line
SUZ scores higher overall (54/100 vs 44/100), backed by strong 17.1% margins. IFF offers better value entry with a 63.3% 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.
Suzano Papel e Celulose SA ADR
BASIC MATERIALS · PAPER & PAPER PRODUCTS · USA
Suzano SA produces and sells eucalyptus pulp and paper products in Brazil and internationally. The company is headquartered in Salvador, Brazil.
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