NYSE: IFF · Specialty Chemicals
International Flavors & Fragrances (IFF) fair value: undervalued or overvalued?
As of 26 Sep 2026, Faircurve's model values International Flavors & Fragrances (IFF) at $77.33 a share. The stock last closed at $82.42, which puts the model's fair value 6.2% below the price. On the model's bands that reads as Fairly valued.
Revalued . Price is the close of 2 Oct 2026. International Flavors & Fragrances Inc.
Faircurve Insights · 26 Sep 2026
International Flavors & Fragrances Inc. operates as a global developer and purveyor of active cosmetic and natural health ingredients through its various subsidiaries.
Faircurve's model on 26 Sep 2026 gave a fair value of $77.33 a share, the midpoint of 2,000 simulations. The previous run on 19 Sep 2026 gave $75.13, so the fair value moved +2.9%. The calibrated range over 63 trading days is $64.88 to $94.29, built from the fair value, and ranges built this way held the price 60% of the time at this horizon. The evidence grade is Medium.
The overall quality score is 23 out of 100 against comparable companies. The model compares it with PPG Industries, Inc. (PPG), Albemarle Corporation (ALB), RPM International Inc. (RPM), Element Solutions Inc (ESI), and NewMarket Corporation (NEU). The moves around the last 8 earnings reports range from +18.3% to -11.5%, with a median size of 6.6%, ignoring direction.
Written from the figures on this page for the 26 Sep 2026 valuation and checked by rule before publishing: every number is one printed here, no forecast, no instruction. The price, the gap and the verdict are the page's own and change daily. Not a recommendation.
What price range does the model give IFF?
The calibrated range for IFF over 63 trading days is $64.88 to $94.29. There is no live options data for this stock, so the range is built from the fair value and calibrated weekly against realised prices (n = 4,327 past valuations, refreshed 26 Sep 2026). Ranges built this way held the price 60% of the time at this horizon.
The model's own simulated range, from the 20th to the 80th percentile of its runs, is $53.36 to $109.33. In 41% of the simulations the fair value came out above the price the model ran on.
How does IFF score on business quality?
International Flavors & Fragrances's overall quality score is 23 out of 100. Each factor below is a score against comparable companies, not a percentile of the metric beside it.
| Factor | Score (0 to 100) | Headline measure | Peer median |
|---|---|---|---|
| ProfitabilityReturn on invested capital against the peer group, with a bonus for an improving trend. | 5 | 3.1%ROIC | 12.1% |
| Earnings qualityHow much of reported profit is cash: free cash flow to net income, and the accrual ratio (the share of earnings that is not cash). | 80 | 1.85xFCF / net income | 0.91x |
| Growth qualityTrailing revenue growth, forward growth from consensus, and the direction of analyst estimate revisions. | 12 | -5.2%Revenue growth, trailing | 2.1% |
| Capital disciplineReinvestment efficiency (capital spending per unit of revenue) and net buybacks. | 17 | 0.5%Net buybacks / market value | 1.2% |
| Balance sheetNet debt to EBITDA and interest coverage. | 17 | 3.82xNet debt / EBITDA | 2.69x |
| StabilityDownside volatility of the EBITDA margin over the last five years. | 0 | 6.9 ptsEBITDA margin downside volatility, 5y | 1.1 pts |
How does IFF compare with similar companies?
The companies in specialty chemicals closest to International Flavors & Fragrances in market value, each on the same model and the same date.
| Company | Last close | Model fair value | Gap | Model verdict |
|---|---|---|---|---|
| PPG PPG Industries, Inc. | $105.15 | $129.19 | +22.9% | Undervalued |
| LYB LyondellBasell Industries N.V. | $58.58 | $57.71 | -1.5% | Low evidence grade |
| ALB Albemarle Corporation | $104.59 | $134.30 | +28.4% | Undervalued |
| RPM RPM International Inc. | $99.19 | $125.23 | +26.3% | Undervalued |
| SOLS Solstice Advanced Materials Inc. | $57.70 | $56.70 | -1.7% | Low evidence grade |
| ESI Element Solutions Inc | $37.93 | $30.62 | -19.3% | Overvalued |
| WLK Westlake Corporation | $63.50 | $65.89 | +3.8% | Low evidence grade |
| NEU NewMarket Corporation | $924.06 | $826.50 | -10.6% | Fairly valued |
When does IFF report earnings, and how has the stock reacted?
International Flavors & Fragrances's next earnings report is scheduled for 3 Nov 2026. Companies can move their dates.
Options prices on 2 Oct 2026 imply a move of about 9.3% in either direction through the nearest expiry, about 48 days out, a window that includes the report. That is the size the market is pricing, not a direction.
How IFF moved around its last 8 earnings reports
Each move runs from the last close before the report to the first close after it, so it covers companies that report before the open and after the close. The median size across these 8 reports, ignoring direction, was 6.6%.
| Report date | Two session move |
|---|---|
| 4 Aug 2026 | +9.3% |
| 5 May 2026 | +18.3% |
| 11 Feb 2026 | +6.2% |
| 4 Nov 2025 | +3.1% |
| 5 Aug 2025 | -5.7% |
| 6 May 2025 | -7.0% |
| 18 Feb 2025 | -4.2% |
| 5 Nov 2024 | -11.5% |
International Flavors & Fragrances at a glance
International Flavors & Fragrances Inc. (IFF), through its various subsidiaries, operates as a global developer and purveyor of active cosmetic and natural health ingredients.
- Market value
- $21.9B
- Sector
- Basic Materials
- Industry
- Specialty Chemicals
- Revenue expected, next twelve months
- $8.0B
- Consensus revenue growth, next fiscal year
- -27.3%
- Analysts with estimates
- 8
- Beta to the US market
- 0.44
- First valued by Faircurve
- 1 May 2026
How the fair value is worked out: the model prices International Flavors & Fragrances on the value of the whole business, debt included, against the operating profit analysts expect next year (forward EV/EBITDA), runs 2,000 simulations across its inputs and takes the midpoint. The full method is documented here.
What changed in the latest valuation?
On 19 Sep 2026 the model's fair value for IFF was $75.13. As of 26 Sep 2026 it is $77.33, a change of +2.9%. The model revalues every stock it covers each week, and again after an earnings report.
Questions about International Flavors & Fragrances's valuation
Is International Flavors & Fragrances stock undervalued or overvalued?
On Faircurve's model, IFF reads as Fairly valued as of 26 Sep 2026. The model's fair value is $77.33 a share against a last close of $82.42, a gap of -6.2%.
What is IFF's fair value?
$77.33 a share as of 26 Sep 2026, the midpoint of 2,000 simulations. The model's own 20th to 80th percentile range is $53.36 to $109.33.
What price range does the model give IFF?
$64.88 to $94.29 over 63 trading days. Ranges built this way held the price 60% of the time across 4,327 past valuations, refreshed 26 Sep 2026.
When does International Flavors & Fragrances report earnings next?
The next report is scheduled for 3 Nov 2026. Companies can move their dates.
How much has IFF moved on past earnings reports?
Across its last 8 reports the median two session move was 6.6%, ignoring direction. The largest was +18.3% around the report of 5 May 2026.
How confident is the model in this valuation?
The model's evidence grade for IFF is medium. The grade looks at how complete the inputs are, how many comparable companies there are and how closely they agree, and how wide the range of outcomes is. It is not a probability that the fair value is right, or that the price reaches it.