Необязательная аналитика продукта
С вашего разрешения мы используем ограниченную аналитику с защитой конфиденциальности, чтобы понять, какие исследовательские сценарии работают. Мы не используем рекламные трекеры или запись сеансов. Этот выбор можно изменить в настройках. Прочитайте Политику конфиденциальности.
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.
Рейтинг, который имело опубликованное в каждом месяце издание исследования. Рейтинг сравнивает цену на дату анализа со справедливой стоимостью; он не показывает, оправдалась ли оценка.
| Год | янв. | февр. | март | апр. | май | июнь | июль | авг. | сент. | окт. | нояб. | дек. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 |