International Flavors & Fragrances
IFF
$77.53
-1.27%
International Flavors & Fragrances Inc. (IFF) is the world's largest specialty ingredients producer, supplying flavors, fragrances, health and bioscience solutions, and food ingredients to the food, beverage, personal care, and pharmaceutical industries. As a market leader in its core taste and scent segments, each contributing roughly 25% of profits, IFF also holds a global leadership position in probiotics and enzymes through its health and biosciences business. The current investor narrative centers on the company's planned divestiture of its food ingredients business, expected to close in 2027, which is seen as a catalyst to streamline operations and improve margins, while recent quarterly results show a return to profitability after a loss in early 2025.…
IFF
International Flavors & Fragrances
$77.53
Related headlines
IFF 12-Month Price Forecast
Wall Street consensus
Most Wall Street analysts maintain a constructive view on International Flavors & Fragrances's 12-month outlook, with a consensus price target around $100.79 and implied upside of +30.0% versus the current price.
Average Target
$100.79
5 analysts
Implied Upside
+30.0%
vs. current price
Analyst Count
5
covering this stock
Price Range
$62 - $101
Analyst target range
IFF is covered by 5 analysts, with a consensus recommendation leaning bullish. The average estimated EPS for the next fiscal year is $5.32, with a range of $5.22 to $5.45, and average estimated revenue of $11.96 billion. While explicit price targets are not provided, the forward PE of 17.4x implies an average target price of approximately $92.50 (17.4 * $5.32), representing about 10% upside from the current price of $83.83. The consensus sentiment is positive, with recent ratings from Mizuho (Outperform), Barclays (Overweight), Wells Fargo (Overweight), Citigroup (Buy), and Oppenheimer (Outperform) all reaffirming bullish stances. The target range implied by the EPS estimates suggests a low target of $90.80 (17.4 * $5.22) and a high target of $94.80 (17.4 * $5.46), indicating a relatively tight spread of about 4%. This tight range suggests strong conviction among analysts regarding the company's earnings recovery. The high target assumes successful execution of the divestiture and margin expansion, while the low target may price in slower growth or integration risks. The absence of any sell ratings and the recent upgrades (e.g., Oppenheimer from Perform to Outperform) underscore the positive sentiment shift.
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IFF Technical Analysis
IFF is in a sustained uptrend, with the stock price up 9.4% over the past year. As of July 2, 2026, the stock closed at $83.83, which is 99.3% of its 52-week high of $84.45 and 41.7% above its 52-week low of $59.14. Trading near the top of its 52-week range suggests strong bullish momentum, though it also raises the risk of overextension. The stock's beta of 0.94 indicates slightly lower volatility than the S&P 500, making it a relatively defensive holding within the basic materials sector. Short-term momentum is accelerating sharply: the 1-month price change is +14.5% and the 3-month change is +15.7%, both outpacing the S&P 500's respective returns of -1.25% and +13.56%. This divergence from the broader market's 1-month decline highlights strong stock-specific catalysts, likely tied to the divestiture announcement and improving fundamentals. The relative strength index (RSI) is not provided, but the rapid price appreciation suggests the stock may be approaching overbought territory. Key support lies at the 52-week low of $59.14, while resistance is at the 52-week high of $84.45. A breakout above $84.45 would signal a continuation of the uptrend and open the door to further gains, while a breakdown below $59.14 would indicate a bearish reversal. With a beta of 0.94, IFF is slightly less volatile than the market, meaning it may offer some downside protection during broad market selloffs.
Beta
0.94
0.94x market volatility
Max Drawdown
-24.9%
Largest decline past year
52-Week Range
$59-$84
Price range past year
Annual Return
+1.2%
Cumulative gain past year
| Period | IFF Return | S&P 500 |
|---|---|---|
| 1m | +4.4% | +4.1% |
| 3m | +6.9% | +11.1% |
| 6m | +12.2% | +8.8% |
| 1y | +1.2% | +20.6% |
| ytd | +14.0% | +10.7% |
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IFF Fundamental Analysis
Revenue has been on a declining trajectory, with the most recent quarter (Q4 2025) reporting $2.589 billion, down 6.6% year-over-year from $2.771 billion in Q4 2024. Over the past four quarters, revenue has fallen from $2.843 billion in Q1 2025 to $2.589 billion in Q4 2025, indicating a deceleration. Segment data shows Food Ingredients contributed $802 million, Health & Biosciences $589 million, Scent $610 million, and Taste $588 million, with the planned divestiture of Food Ingredients likely aimed at focusing on higher-growth areas. The revenue decline is a concern, but the divestiture strategy may improve future growth prospects. Profitability has been erratic: net income swung from a loss of $1.018 billion in Q1 2025 to a profit of $18 million in Q4 2025, with gross margin improving from 29.2% in Q4 2025 to 36.4% in Q3 2025. The trailing twelve-month net margin is negative at -3.3%, but the most recent quarter showed a positive net margin of 0.7%. Operating margin has improved from 6.4% in Q4 2025 to 8.4% in Q3 2025, suggesting cost controls are taking effect. The company is not consistently profitable, but the trend is improving. IFF has a manageable debt-to-equity ratio of 0.47 and a current ratio of 1.42, indicating adequate liquidity. Free cash flow was $132 million in Q4 2025, down from $208 million in Q4 2024, but positive overall. The return on equity is negative at -2.6%, reflecting the recent losses, but the return on assets is positive at 2.1%. The company generated $318 million in operating cash flow in Q4 2025, sufficient to cover capital expenditures of $186 million, resulting in positive free cash flow. The debt-to-equity ratio of 0.47 suggests moderate leverage, and the interest coverage ratio of 3.37 indicates earnings are sufficient to cover interest payments.
Quarterly Revenue
$2.6B
2025-12
Revenue YoY Growth
-6.57%
YoY Comparison
Gross Margin
29.20%
Latest Quarter
Free Cash Flow
$256000000.0B
Last 12 Months
Revenue & Net Income Trends (2 Years)
Revenue Breakdown
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Valuation Analysis: Is IFF Overvalued?
Given that net income is negative on a trailing twelve-month basis (EPS of -$0.02), the price-to-sales (PS) ratio is the most appropriate valuation metric. The trailing PS ratio is 1.58x, while the forward PS ratio (based on estimated revenue of $11.96 billion) is approximately 1.44x. The discount between trailing and forward PS suggests the market expects revenue to stabilize or grow slightly. Compared to the industry average PS ratio (data not provided), IFF's PS of 1.58x may appear reasonable for a specialty chemicals company, but without industry data, a precise premium/discount assessment is not possible. However, the EV/Sales ratio of 2.53x provides an alternative perspective. Historically, IFF's PS ratio has ranged from roughly 6x to 12x over the past five years, as seen in historical ratios data. The current PS of 1.58x is near the bottom of its historical range, which could indicate a value opportunity if the company's earnings recover. The trailing PE ratio is negative (-46.2x) due to losses, but the forward PE of 17.4x implies that analysts expect a significant earnings rebound. The PEG ratio of 0.18x suggests the stock is undervalued relative to its expected earnings growth, but this should be treated with caution given the volatile earnings history.
PE
-46.2x
Latest Quarter
vs. Historical
Mid-Range
5-Year PE Range -651x~339x
vs. Industry Avg
N/A
Industry PE ~N/A*
EV/EBITDA
29.9x
Enterprise Value Multiple
