선택적 제품 분석
허용하는 경우 개인정보 보호를 고려한 제한적 분석을 사용해 어떤 리서치 여정이 효과적인지 파악합니다. 광고 추적기나 세션 녹화는 사용하지 않습니다. 환경설정에서 이 선택을 변경할 수 있습니다. 자세한 내용은 개인정보 처리방침.
International Flavors & Fragrances Inc.'s published Sell conclusion compares the analysis-date price with fair value and potential value. Read the full report for assumptions, evidence, and material risks.
| Market cap | $21.6B |
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| Revenue (ttm) | 10.8B |
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| Net income (ttm) | 277M |
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| EPS (ttm) | $1.08 |
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| Shares out | 255.1M |
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| P/E (trailing) | 83.6x |
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| P/E (forward) | 17.7x |
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| Dividend | $1.60 (1.77%) |
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| Volume | 2,640,995 |
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| Beta | 0.93 |
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Recent price action with selectable time range.
| Item | P1 | P2 | P3 | P4 | P5 | Trend |
|---|---|---|---|---|---|---|
| Period | 2021-12-31 | 2022-12-31 | 2023-12-31 | 2024-12-31 | 2025-12-31 | Trend |
| Revenue | $11.66B | $12.44B | $11.48B | $11.48B | $10.89B | -1.7% |
| Gross profit | $3.74B | $4.15B | $3.68B | $4.12B | $3.94B | +1.3% |
| Operating income | $585.0M | $-1.33B | $-2.11B | $766.0M | $-382.0M | — |
| Net income | $268.0M | $-1.87B | $-2.57B | $243.0M | $-361.0M | — |
| EPS (diluted) | $1.10 | $-7.32 | $-10.14 | $1.04 | $-1.41 | — |
| EBITDA | $1.80B | $-110.0M | $-996.0M | $1.60B | $779.0M | -18.9% |
| R&D | $629.0M | $603.0M | $636.0M | $671.0M | $694.0M | +2.5% |
| SG&A | $1.75B | $1.77B | $1.79B | $2.00B | $1.83B | +1.2% |
Recent company headlines from major financial publishers.
Under the Base case path, weighted at 60.0%, IFF successfully executes its portfolio refocusing into Scent, Taste, and Health & Biosciences. Gross margins normalize near the guided range while two-thirds of stranded overhead expenses are removed within the first twelve months post-separation. Capital expenditures moderate, and divestiture proceeds facilitate meaningful balance sheet deleveraging, leading to Fair value of $43.00 and an implied return of -49.2% against $84.65.
Under the Bull case path, assigned a 15.0% probability, RemainCo accelerates operational efficiencies to reach upper-tier specialty peer margins. Formula pricing resets outpace raw material cost inflation, emerging market volume growth in fine fragrance and taste compounds accelerates, and stranded overhead is extinguished rapidly. Rapid debt retirement restores credit strength, driving valuation to Potential value of $66.15 and an implied return of -21.9% relative to $84.65.
| Ke ↓ / g → | 2.0% | 2.3% | 2.5% | 2.8% | 3.0% |
|---|---|---|---|---|---|
| 10.0% | $45.3 | $45.9 | $46.5 | $47.2 | $47.9 |
| 10.5% | $43.6 | $44.1 | $44.7 | $45.2 | $45.8 |
| 11.0% | $42.1 | $42.6 | $43.0 | $43.5 | $44.0 |
| 11.5% | $40.8 | $41.1 | $41.5 | $41.9 | $42.4 |
| 12.0% | $39.5 | $39.8 | $40.2 | $40.5 | $40.9 |
Upcoming earnings date and setup when available.
매월 발행된 리서치 판이 부여한 등급입니다. 등급은 분석 시점의 가격을 공정 가치와 비교한 것이며, 판단이 맞았는지에 대한 기록이 아닙니다.
| 연도 | 1월 | 2월 | 3월 | 4월 | 5월 | 6월 | 7월 | 8월 | 9월 | 10월 | 11월 | 12월 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 |