International Flavors & Fragrances Inc (IFF)vsTernium SA ADR (TX)
IFF
International Flavors & Fragrances Inc
$83.61
-0.52%
BASIC MATERIALS · Cap: $22.16B
TX
Ternium SA ADR
$57.90
+0.50%
BASIC MATERIALS · Cap: $11.38B
Smart Verdict
WallStSmart Research — data-driven comparison
Ternium SA ADR generates 48% more annual revenue ($16.00B vs $10.78B). TX leads profitability with a 4.4% profit margin vs 2.6%. TX appears more attractively valued with a PEG of 0.13. TX earns a higher WallStSmart Score of 68/100 (B-).
IFF
Hold44
out of 100
Grade: D
TX
Strong Buy68
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+63.6%
Fair Value
$211.67
Current Price
$83.61
$128.06 discount
Intrinsic value data unavailable for TX.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Growing faster than its price suggests
Reasonable price relative to book value
Earnings expanding 59.5% YoY
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Areas to Watch
Expensive relative to growth rate
1.8% revenue growth
ROE of 2.1% — below average capital efficiency
2.6% margin — thin
ROE of 4.7% — below average capital efficiency
4.4% margin — thin
Weak financial health signals
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : IFF
The strongest argument for IFF centers on Price/Book.
Bull Case : TX
The strongest argument for TX centers on PEG Ratio, Price/Book, EPS Growth. PEG of 0.13 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 : TX
The primary concerns for TX are Return on Equity, Profit Margin, Piotroski F-Score. Thin 4.4% margins leave little buffer for downturns.
Key Dynamics to Monitor
TX carries more volatility with a beta of 1.17 — expect wider price swings.
TX is growing revenue faster at 10.0% — 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
TX scores higher overall (68/100 vs 44/100). 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.
Ternium SA ADR
BASIC MATERIALS · STEEL · USA
Ternium SA manufactures and processes various steel products in Mexico, Argentina, Paraguay, Chile, Bolivia, Uruguay, Brazil, the United States, Colombia, Guatemala, Costa Rica, Honduras, El Salvador and Nicaragua. The company is headquartered in Luxembourg City, Luxembourg.
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