WallStSmart

International Flavors & Fragrances Inc (IFF)vsWestlake Chemical Partners LP (WLKP)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

International Flavors & Fragrances Inc generates 773% more annual revenue ($10.78B vs $1.23B). WLKP leads profitability with a 4.7% profit margin vs 2.6%. WLKP appears more attractively valued with a PEG of 0.23. WLKP earns a higher WallStSmart Score of 56/100 (C).

IFF

Hold

44

out of 100

Grade: D

Growth: 2.7Profit: 4.5Value: 6.3Quality: 6.5
Piotroski: 5/9Altman Z: 1.04

WLKP

Buy

56

out of 100

Grade: C

Growth: 2.7Profit: 8.0Value: 7.3Quality: 6.3
Piotroski: 4/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

IFFUndervalued (+63.6%)

Margin of Safety

+63.6%

Fair Value

$211.67

Current Price

$83.43

$128.24 discount

UndervaluedFair: $211.67Overvalued
WLKPOvervalued (-6.5%)

Margin of Safety

-6.5%

Fair Value

$20.18

Current Price

$21.48

$1.30 premium

UndervaluedFair: $20.18Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

IFF1 strengths · Avg: 8.0/10
Price/BookValuation
1.5x8/10

Reasonable price relative to book value

WLKP5 strengths · Avg: 8.6/10
PEG RatioValuation
0.2310/10

Growing faster than its price suggests

Return on EquityProfitability
22.7%9/10

Every $100 of equity generates 23 in profit

P/E RatioValuation
13.3x8/10

Attractively priced relative to earnings

Price/BookValuation
1.5x8/10

Reasonable price relative to book value

Operating MarginProfitability
29.4%8/10

Strong operational efficiency at 29.4%

Areas to Watch

IFF4 concerns · Avg: 3.5/10
PEG RatioValuation
1.944/10

Expensive relative to growth rate

Revenue GrowthGrowth
1.8%4/10

1.8% revenue growth

Return on EquityProfitability
2.1%3/10

ROE of 2.1% — below average capital efficiency

Profit MarginProfitability
2.6%3/10

2.6% margin — thin

WLKP4 concerns · Avg: 3.3/10
Revenue GrowthGrowth
0.0%4/10

0.0% revenue growth

Market CapQuality
$771.18M3/10

Smaller company, higher risk/reward

Profit MarginProfitability
4.7%3/10

4.7% margin — thin

Debt/EquityHealth
1.583/10

Elevated debt levels

Comparative Analysis Report

WallStSmart Research

Bull Case : IFF

The strongest argument for IFF centers on Price/Book.

Bull Case : WLKP

The strongest argument for WLKP centers on PEG Ratio, Return on Equity, P/E Ratio. PEG of 0.23 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 : WLKP

The primary concerns for WLKP are Revenue Growth, Market Cap, Profit Margin. Debt-to-equity of 1.58 is elevated, increasing financial risk. Thin 4.7% margins leave little buffer for downturns.

Key Dynamics to Monitor

IFF carries more volatility with a beta of 0.94 — 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.

Monitor SPECIALTY CHEMICALS industry trends, competitive dynamics, and regulatory changes.

Bottom Line

WLKP scores higher overall (56/100 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.

Westlake Chemical Partners LP

BASIC MATERIALS · CHEMICALS · USA

Westlake Chemical Partners LP acquires, develops and operates ethylene production facilities and related assets in the United States. The company is headquartered in Houston, Texas.

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