IFF · NYSE · STOCK
International Flavors & Fragrances (IFF) Stock Analysis
$84.39
52W $59.14 – $89.32
50/100
$21.52B
77.3
0.94
Is IFF Bullish or Bearish?
Mixed.
Innellis AI committee rates International Flavors & Fragrances (IFF) Watch with a composite score of 50/100
, based on 5 analysts with 40% agreement.
Last updated August 23, 2026.
What Would Change This View
- Upgrade to Buy
- Requires a committee score of 60.0 — +9.53 from today. Applies on the first day at or above the line; upgrades are never dampened.
- Downgrade to Reduce
- Requires the score to fall below 40.0 — -10.47 from today. The band boundary is 45.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.
Executive Summary
The committee is genuinely divided. Macro Analyst sees a compelling case. Growth Analyst remains cautious — revenue declining -11.7% yoy -- this is not a growth story right now. This disagreement is itself the signal — the setup is not clean in either direction.
Bull & Bear Case
Bull Case
- Price-to-book of 1.2x is a discount to asset value — Value
- Dividend yield of 4.3% pays you to wait — Value
- Price structure making higher highs and higher lows — Technical
Bear Case
- P/E of 74.0 is expensive by classic value standards — Value
- ROE of only 2.1% -- cheap may mean cheap for a reason — Value
- Revenue declining -11.7% YoY -- this is not a growth story right now — Growth
- Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
- MACD histogram negative -- bearish momentum — Technical
- Daily trend (uptrend) conflicts with the weekly trend (downtrend) -- fighting the larger trend — Technical
Both cases are generated from quantitative data signals, not qualitative or
forward-looking judgement. They summarise what the numbers say today.
Price History (6M)
AI Investment Committee
Committee Consensus
As of August 23, 2026
Overall Committee Score
50/100
Agreement
40%
Analysts
5
Conviction
Contested
Sector Rank
Top 88%
of 99 Basic Materials peers
Value Analyst
neutral
50
/ 100 · High confidence
Fair value -- neither a bargain nor obviously overpriced
+ Price-to-book of 1.2x is a discount to asset value
− P/E of 74.0 is expensive by classic value standards
Growth Analyst
bearish
25
/ 100 · Moderate confidence
Growth story is weak, decelerating, or inconsistent
− Revenue declining -11.7% YoY -- this is not a growth story right now
Technical Analyst
neutral
51
/ 100 · High confidence
Mixed or range-bound price action
+ Price structure making higher highs and higher lows
− MACD histogram negative -- bearish momentum
Macro Analyst
bullish
65
/ 100 · Low confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
News Analyst
bullish
61
/ 100 · Low confidence
News flow and recent filings/analyst actions are net positive
Portfolio Manager
neutral
45
/ 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 3069.37)
Investment Thesis Evolution
Committee score moved marginally from 50.5 to 50.5.
Comparing 2026-08-22 to 2026-08-23 (1 day apart).
Technical Analysis
RSI (14)
59.3
Neutral
MACD Histogram
-0.157
Bearish Momentum
Trend Direction
Uptrend
Weekly: Downtrend
Market Structure
Mixed
Support
$80.48
Resistance
$88.05
Bollinger %B
0.67
Inside Bands
Price vs Moving Averages
EMA 9
$83.31
Above
EMA 21
$82.20
Above
EMA 50
$79.91
Above
EMA 200
$75.54
Above
Fundamental Analysis
Valuation
62
Growth
30
Profitability
15
Financial Health
100
Cash Flow
70
Valuation
P/E Ratio
77.3×
P/B Ratio
1.54×
PEG Ratio
1.25
Dividend Yield
1.90%
52W High
$89.32
52W Low
$59.14
Quality & Growth
ROE
-255.1%
ROA
-141.3%
Gross Margin
3752.3%
Operating Margin
777.7%
Revenue Growth YoY
—
Debt / Equity
0.45
AI Fundamental Assessment
P/E ratio of 77.3 (rich relative to a 15-40x range); Price-to-book of 1.5x; PEG ratio of 1.3 (under 1.0 suggests growth is undervalued relative to price); Return on equity of -2.6%; Return on assets of -1.4%; Net margin of 2.9%; Gross margin of 37.5%; Current ratio of 2.06 (healthy short-term liquidity); Debt-to-equity of 0.45; Free cash flow per share is positive (2.09); Most recent quarter missed estimates by 27.3%; EPS growth decelerating (+56.2% -> -34.4% QoQ); Average YoY EPS growth of -28.7%; Analyst estimates rising over recent quarters
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