IFF

International Flavors & Fragrances Inc.

Basic MaterialsSpecialty ChemicalsNASDAQ

$76.05

+$0.81 (1.06%)today

Conviction

4/ 10

Fair Value$47

Upside-38.20%

Signal0

Market Cap$18.5B

52W Range$59.14–$84.45

Next EarningsMay 5

Conviction History

Conviction Changes

No conviction changes recorded

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Price History

FAIR VALUE ANALYSISMonte Carlo · 5,000 runs · 99% valid

Fair Value$46.04

Current Price$71.01

Upside / Down-35.2%

P(Undervalued)10.8%

P(20%+ Up)2.9%

P(15%+ Down)77.0%

Fair Value Distribution — percentile bands

10.8% of simulations place fair value above current price

WHAT IS PRICED IN

Revenue-Based Reverse DCF

5.8%/yr

±8.1% · revenue growth to justify current price

FCF-Based Reverse DCF

51.6%/yr

±4.1% · FCF growth to justify current price

THE GAP

Market pricing margin compression or rising capex

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Bull Case

No analysis yet

Bear Case

No analysis yet

Research Feed

sec_10kMar 3

Conviction: unchanged

FY2025 10-K: Transformation in Progress, Antitrust Headwind

IFF restructuring post-Frutarom/N&B integration with major divestitures, .1B impairment, antitrust litigation overhang, debt reduction focus via dividend cut.