IFF · NYSE · STOCK
International Flavors & Fragrances (IFF) Stock Analysis
$84.56
52W $59.50 – $89.32
51/100
$21.59B
77.6
0.93
Is IFF Bullish or Bearish?
Mixed.
Innellis AI committee rates International Flavors & Fragrances (IFF) Watch with a composite score of 51/100
, based on 5 analysts with 40% agreement.
Last updated October 10, 2026.
What Would Change This View
- Upgrade to Buy
- Requires a committee score of 60.0 — +9.21 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 — -10.79 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. News Analyst sees a compelling case — news sentiment is positive (+0.25 across 8 articles, 14d). 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
- News sentiment is positive (+0.25 across 8 articles, 14d) — News
Bear Case
- P/E of 74.3 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
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 October 10, 2026
Overall Committee Score
51/100
Agreement
40%
Analysts
5
Conviction
Contested
Sector Rank
Top 87%
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 74.3 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
48
/ 100 · High confidence
Mixed or range-bound price action
− 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
66
/ 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.25 across 8 articles, 14d)
Portfolio Manager
bearish
30
/ 100 · Moderate confidence
The existing book itself argues for caution here, independent of how good this specific stock looks
− Sector concentration is already high (HHI 2796.97)
Investment Thesis Evolution
Committee score moved marginally from 50.8 to 50.8.
- New bearish signals: 1 appeared.
- Bearish pressure eased: 1 signal(s) disappeared.
Analyst-level changes:
- Value Analyst: +1 bearish signal(s).
Comparing 2026-10-09 to 2026-10-10 (1 day apart).
Technical Analysis
RSI (14)
54.0
Neutral
MACD Histogram
-0.069
Bearish Momentum
Trend Direction
Sideways
Weekly: Downtrend
Market Structure
Lh Ll
Support
$80.48
Resistance
$88.05
Bollinger %B
0.55
Inside Bands
Price vs Moving Averages
EMA 9
$84.21
Above
EMA 21
$84.34
Above
EMA 50
$83.49
Above
EMA 200
$78.25
Above
Fundamental Analysis
Valuation
62
Growth
30
Profitability
15
Financial Health
100
Cash Flow
70
Valuation
P/E Ratio
77.6×
P/B Ratio
1.55×
PEG Ratio
1.26
Dividend Yield
1.89%
52W High
$89.32
52W Low
$59.50
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 77.6 (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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