International Flavors & Fragrances (IFF)
NYSEMaterialsChemicals - SpecialtySnapshot 2026-09-14
$83.43-0.22%
Close 2026-09-14 · 1-day change
NYSEMaterialsChemicals - SpecialtySnapshot 2026-09-14
Research Workspace
Put IFF beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Specialty Chemicals is in recovery. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar broken — Profit margin near 10% in FY26: FY26 operating margin guidance 2.1% vs 10% target.
View ThesisRevenue is contracting — down about 4% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityMiddle-of-the-pack management execution.
View ManagementExpectations look high — what the market is pricing in runs ahead of what analysts forecast.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskIFF's growth depends on improving profit margins, which are currently near 7.5%. Revenue growth has been weak, with a recent earnings miss of 28%. The stock trades at 21× P/E, above the 17× peer median, indicating high expectations. Analysts expect more growth than currently forecasted, suggesting the market may be overvaluing IFF. A specific risk is the lowered guidance impacting financial performance and flexibility. Peer multiples imply a price about 20% below where it trades, indicating it looks expensive on this basis. This read is provisional.
Trailing returns as of 2026-09-14. IFF is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 21 analysts currently covering IFF (as of Sep 2026).
Based on 6 Wall Street analysts offering 12-month price targets for IFF in the last 4 months.
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Compare IFF with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| IFF Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 11 valuation methods, at three horizons. As of 2026-09-14. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Specialty Chemicals — fair value, gap to price, and forward P/E.
Compare the value case
Put IFF next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Threatens: Maintain disciplined capital allocation and financial flexibility
Poor capital allocation impacts financial flexibility and growth.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-14. EPS is implied from price ÷ P/E. Not investment advice.
Current $83.43
The last 12 months of price, then the range of analyst 12-month targets from today’s $83.43.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Threatens: Optimize portfolio through divestitures
Q2 2026 miss indicates potential issues with portfolio optimization.
Threatens: Improve financial flexibility
Lowered guidance impacts financial performance and flexibility.
Advances: Optimize portfolio through divestitures
Divestiture aligns with optimizing portfolio strategy.
Advances: Drive financial performance with innovation
Earnings beat indicates strong financial performance.
Advances: Drive financial performance with innovation
New product launch enhances innovation efforts.
Advances: Drive financial performance with innovation
Q4 earnings beat and sales rise support financial performance.
Advances: Optimize portfolio through divestitures
Divestiture of cosmetics business aligns with portfolio optimization.