International Flavors & Fragrances Inc (IFF)
合理估值基本面
51
价格
$82.92
市值
$21.88B
第一部分 · 这家公司值多少
概览
International Flavors & Fragrances Inc., together with its subsidiaries, manufactures and markets food, beverage, health and biosciences, scent, and complementary adjacent products in the United States, and internationally. It operates in through Taste, Food Ingredients, Health & Biosciences, and Scent segments. The Taste segment offers savory products such as soups, sauces, meat, fish, poultry, snacks; beverages consists of juice drinks, carbonated or flavored beverages, spirits; sweets comprising, bakery products, candy, cereal, chewing gum; and dairy products, such as yogurt, ice cream, cheese, and other products, as well as spices and seasoning ingredients for meat, food service, convenience, alternative protein and culinary products. The Food Ingredients segment provides natural, artificial, and plant-based specialty food ingredients; natural antioxidants and anti-microbials used for natural food preservation and shelf-life extension for beverages, cosmetic and healthcare products, pet food and feed additives; and savory solutions, such as spices, marinades, and mixtures, and inclusion products comprising combining flavorings with fruit, vegetables and other natural ingredients, as well as soy and pea protein with value-added formulations, emulsifiers and sweeteners. The Health & Biosciences segment offers enzymes, food cultures, probiotics and specialty ingredients for food and non-food applications, as well as engages in health, food biosciences, home and personal care, animal nutrition and grain processing businesses. The Scent segment creates fragrance compounds, and fragrance ingredients. International Flavors & Fragrances Inc. was incorporated in 1909 and is headquartered in New York, New York.
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Direct competitors
Who this company fights with for the same customers
Generated on 2026年9月18日 with claude-haiku-4-5 — shared with all users
The world's largest flavour and fragrance house, competing with IFF for the same consumer-goods customers across taste, scent and active beauty ingredients.
Born from the Firmenich–DSM merger, it sells perfumery, taste and nutrition ingredients to the same food, beverage and personal-care brands IFF serves.
German flavour-and-fragrance group bidding for the same fragrance, flavour and cosmetic-ingredient contracts with global FMCG customers.
Competes head-on in taste and nutrition systems for food and beverage manufacturers, the segment where IFF places its Nourish business.
Rivals IFF's Health & Biosciences arm in enzymes, cultures and probiotics sold to the same food, beverage and household-care producers.
US specialty ingredients maker competing for the same flavour and colour supply contracts with food, beverage and personal-care brands.
资产负债表与流动性
营收
$10.82B
最近12个月(截至2026/6/30)
净利润
$279M
最近12个月(截至2026/6/30)
自由现金流
$256M
股东权益合计
$14.15B
负债合计
$11.35B
流动比率
2.06
利息覆盖率
4.33
债务/EBITDA
10.71
每股收益
营收与净利润
自由现金流
收入构成
历史财务表
利润率变化
债务变化
债务负担有多重
增长一览表
增长 — 营业收入
公允价值估算
公允价值
$90.73
当前价格
$82.92
安全边际
+8.6%
公允价值区间
$58.98 - $122.49
所用估值方法之间的离散区间,并非经过统计校准的置信区间。
估算方法
估值指标
市盈率(P/E)
75.89
ROE
-2.5%
市净率(P/B)
1.52
P/FCF
39.44
毛利率
36.5%
ROIC
3.1%
盈利能力雷达图
价值创造(经济护城河)
ROIC
3.1%
WACC
8.0%
ROIC − WACC
-4.9 pp
ROIC 低于资本成本:公司每投入一美元都在毁灭价值。
基本面分析标准
通过(12)
- Gross Margin 36.5%
- P/B Ratio 1.52
- Debt/Equity ratio
- Operating Margin 7.5%
- Positive Free Cash Flow
- Current Ratio
- Interest Coverage
- Revenue Growth 5Y 16.5%
- Analyst Consensus 72% Buy
- Earnings Quality (OCF/NI) 4.16
- Share Dilution -0.8%
- Piotroski F-Score 6/9
未通过(12)
- EPS shows upward trend
- Price CAGR -3.37%
- ROIC 3.1%
- P/FCF 39.44
- CapEx intensity
- Debt/EBITDA
- Return on Tangible Assets
- Low reliance on intangibles
- Price below Graham Number
- DCF valuation (Overvalued)
- ROE 2.1%
- Earnings Surprise avg -3.4%
不可用(3)
- Dividend Payout NaN%
- PEG Ratio (need PE > 0 and growth > 0)
- Net Margin Trend (invalid data)
Piotroski F-评分
信号混杂:部分领域需关注
盈利质量
高质量:盈利有现金流支撑
股权稀释
正在回购股份,对股东友好
机构持股
公司治理
管理团队
| 姓名 | 职位 | 年龄 |
|---|---|---|
| Mr. Jon Erik Fyrwald | CEO & Director | 66 |
| Mr. Michael DeVeau | Executive VP & CFO | 44 |
| Mr. Yuvraj Arora | President of Taste Division & Chief Commercial Officer | 53 |
| Mr. Andres Muller | President of Food Ingredients | 60 |
| Ms. Leticia Goncalves Lourenco | President of Health & Biosciences | 50 |
| Mr. Ralf Finzel Ph.D. | Executive VP & Global Operations Officer | 61 |
| Mr. Marc H. Birenkrant | Controller & Chief Accounting Officer | 52 |
| Mr. Vivek Verma | Executive VP & Chief Information Officer | 56 |
| Mr. Stephen N. Landsman Esq., J.D. | Executive VP & General Counsel | 66 |
| Ms. Deborah Borg | EVP & Chief People and Culture Officer | 48 |
审计风险
5
董事会风险
1
薪酬风险
9
股东权利风险
6
第二部分 · 价格与买入时机
这一部分不判断公司是否值得拥有:它帮助你在基本面说服你之后,选择何时买入。包含:技术分析、潜力、历史回撤、Gamma 敞口。
损益历史
via SEC EDGAR
Latest News
Recent headlines for IFF, sourced from Markets Gazette.