International Flavors & Fragrances Inc (IFF)vsVale SA ADR (VALE)
IFF
International Flavors & Fragrances Inc
$70.20
+1.90%
BASIC MATERIALS · Cap: $17.60B
VALE
Vale SA ADR
$16.36
+3.22%
BASIC MATERIALS · Cap: $71.41B
Smart Verdict
WallStSmart Research — data-driven comparison
Vale SA ADR generates 1873% more annual revenue ($214.86B vs $10.89B). VALE leads profitability with a 7.3% profit margin vs -3.3%. VALE appears more attractively valued with a PEG of 0.34. VALE earns a higher WallStSmart Score of 67/100 (B-).
IFF
Hold45
out of 100
Grade: D+
VALE
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+67.9%
Fair Value
$239.48
Current Price
$70.20
$169.28 discount
Margin of Safety
+81.5%
Fair Value
$94.06
Current Price
$16.36
$77.70 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Growing faster than its price suggests
Growing faster than its price suggests
Large-cap with strong market position
Reasonable price relative to book value
Strong operational efficiency at 28.1%
Earnings expanding 22.0% YoY
Areas to Watch
Operating margin of 4.6%
ROE of -2.6% — below average capital efficiency
Revenue declined 6.6%
Earnings declined 31.0%
2.7% revenue growth
ROE of 6.8% — below average capital efficiency
7.3% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : IFF
The strongest argument for IFF centers on Price/Book, PEG Ratio. PEG of 0.82 suggests the stock is reasonably priced for its growth.
Bull Case : VALE
The strongest argument for VALE centers on PEG Ratio, Market Cap, Price/Book. PEG of 0.34 suggests the stock is reasonably priced for its growth.
Bear Case : IFF
The primary concerns for IFF are Operating Margin, Return on Equity, Revenue Growth.
Bear Case : VALE
The primary concerns for VALE are Revenue Growth, Return on Equity, Profit Margin.
Key Dynamics to Monitor
IFF profiles as a turnaround stock while VALE is a value play — different risk/reward profiles.
IFF carries more volatility with a beta of 1.03 — expect wider price swings.
VALE is growing revenue faster at 2.7% — sustainability is the question.
VALE generates stronger free cash flow (723M), providing more financial flexibility.
Bottom Line
VALE scores higher overall (67/100 vs 45/100). IFF offers better value entry with a 67.9% 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.
Vale SA ADR
BASIC MATERIALS · OTHER INDUSTRIAL METALS & MINING · USA
Vale SA produces and sells iron ore and iron ore pellets for use as raw material in steelmaking in Brazil and internationally. The company is headquartered in Rio de Janeiro, Brazil.
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