Professional
Added to YB: 2025-12-17
Pitch date: 2025-11-07
IFF [neutral]
International Flavors & Fragrances Inc.
+16.92%
current return
Author Info
No bio for this author
Company Info
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.
Market Cap
$18.5B
Pitch Price
$61.44
Price Target
122.00 (+70%)
Dividend
2.20%
EV/EBITDA
12.02
P/E
-51.46
EV/Sales
2.26
Sector
Chemicals
Category
turnaround
FPA Source Capital Portfolio Holding: International Flavors & Fragrances Inc.
IFF (holding update): New CEO refocusing on core operations after poor M&A by prior mgmt. Selling non-core assets to cut leverage, improve margins. FCF could rise from ~$4 to $5-6 in few years. P/E should re-rate to peer levels if execution succeeds. At $61, limited downside w/ path to double over next few years including FCF.
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