International Flavors & Fragrances Inc (IFF)vsWest Fraser Timber Co Ltd (WFG)
IFF
International Flavors & Fragrances Inc
$82.96
-2.30%
BASIC MATERIALS · Cap: $22.16B
WFG
West Fraser Timber Co Ltd
$71.47
-1.79%
BASIC MATERIALS · Cap: $5.38B
Smart Verdict
WallStSmart Research — data-driven comparison
International Flavors & Fragrances Inc generates 106% more annual revenue ($10.78B vs $5.24B). IFF leads profitability with a 2.6% profit margin vs -23.0%. IFF earns a higher WallStSmart Score of 44/100 (D).
IFF
Hold44
out of 100
Grade: D
WFG
Hold40
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+63.6%
Fair Value
$211.67
Current Price
$82.96
$128.71 discount
Margin of Safety
-26.6%
Fair Value
$58.98
Current Price
$71.47
$12.49 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Reasonable price relative to book value
Conservative balance sheet, low leverage
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 -24.9% — below average capital efficiency
Revenue declined 6.4%
Currently unprofitable
Operating margin of -5.6%
Comparative Analysis Report
WallStSmart ResearchBull Case : IFF
The strongest argument for IFF centers on Price/Book.
Bull Case : WFG
The strongest argument for WFG centers on Price/Book, Debt/Equity.
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 : WFG
The primary concerns for WFG are Return on Equity, Revenue Growth, Profit Margin.
Key Dynamics to Monitor
IFF profiles as a value stock while WFG is a turnaround play — different risk/reward profiles.
WFG carries more volatility with a beta of 1.12 — expect wider price swings.
IFF is growing revenue faster at 1.8% — sustainability is the question.
IFF generates stronger free cash flow (284M), providing more financial flexibility.
Bottom Line
IFF scores higher overall (44/100 vs 40/100). Both earn "Hold" 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.
West Fraser Timber Co Ltd
BASIC MATERIALS · LUMBER & WOOD PRODUCTION · USA
West Fraser Timber Co. Ltd., a diversified wood products company, produces and sells wood, paneling, and pulp and paper in western Canada and the southern United States. The company is headquartered in Vancouver, Canada.
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