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IFF International Flavors & Fragrances

materials · valued with glm-5.2 medium conviction · deep-dived 2026-09-15

STRONG SELL
Intrinsic value$0.00
Price (at call)$83.43
Margin of safety -100.0%
vs market (rating basis) -79.3%

Model unavailable; showing baseline valuation.

⚠ LLM error: empty response; using baseline

The story

Value drivers

Revenue growth (Y1)-4.3%
Terminal growth3.5%
Forecast horizon10y
Target operating margin5.4%
Years to target margin5
Sales-to-capital0.50
Beta0.95
Failure probability0.0%
Cost of capital (WACC)9.1%
Terminal WACC9.3%

Valuation bridge

PV of explicit FCFF1.74B
PV of terminal value1.89B
Equity value0
÷ shares → per share$0.00

News

neutral -0.10 · 8 articles

  • Orion (OEC) Down 21.5% Since Last Earnings Report: Can It Rebound?
  • International Flavors (IFF) Down 1.3% Since Last Earnings Report: Can It Rebound?
  • Exclusive-India investigates fragrance giants over price collusion, document shows
  • International Flavors & Fragrances Stock Outlook: Is Wall Street Bullish or Bearish?
  • 5 Must-Read Analyst Questions From International Flavors & Fragrances’s Q2 Earnings Call
  • Don't Overlook International Flavors (IFF) International Revenue Trends While Assessing the Stock
  • International Flavors & Fragrances Q2 Earnings Call Highlights
  • International Flavors & Fragrances Inc (IFF) (Q2 2026) Earnings Call Highlights: Strategic ...

Projected free cash flow to the firm

YrRevenueGrowthMarginNOPATReinvestFCFFPV
1 9.55B -4.3% 5.4% 406.58M 0 406.58M 372.60M
2 9.21B -3.5% 5.4% 392.48M 0 392.48M 329.62M
3 8.97B -2.6% 5.4% 382.29M 0 382.29M 294.22M
4 8.82B -1.7% 5.4% 375.69M 0 375.69M 264.98M
5 8.74B -0.9% 5.4% 372.48M 0 372.48M 240.76M
6 8.75B 0.0% 5.4% 372.54M 2.81M 369.72M 219.01M
7 8.82B 0.9% 5.4% 375.84M 155.16M 220.68M 119.79M
8 8.98B 1.8% 5.4% 382.45M 310.24M 72.21M 35.92M
9 9.21B 2.6% 5.4% 392.51M 472.10M -79.59M -36.29M
10 9.54B 3.5% 5.4% 406.24M 645.03M -238.78M -99.76M

⚠ intrinsic value floored at 0 — the drivers imply the equity claim is worth less than the debt ahead of it · Extreme gap to market price — large, heavily-covered stocks are rarely mispriced this much; the gap likely embeds disruption, decline, or balance-sheet risk the model underweights. Treat as a flag to investigate, not a verdict.

History

DatePriceIntrinsicMoSRating
2026-09-15$83.43 $0.00 -100.0% STRONG SELL
2026-08-13$83.85 $0.00 -100.0% STRONG SELL
2026-07-09$78.94 $23.85 -69.8% SELL
2026-06-23$74.71 $24.08 -67.8% SELL