---
title: IFF (IFF) — intrinsic value and fair price
canonical: https://sweetvaluelab.com/stocks/iff
ticker: IFF
as_of: 2026-10-17
sector: Basic Materials
industry: Chemicals - Specialty
---
# IFF (IFF)

IFF (IFF) closed at $90.68 on Oct 16, 2026, overvalued by 22% vs its model value of $74.52 (from its peers' median EV/Revenue).

## Key figures

| Figure | Value |
| --- | ---: |
| Last close | $90.68 (Oct 16, 2026) |
| Model value (from its peers' median EV/Revenue) | $74.52 |
| Price vs model | overvalued by 22% vs model |
| Range of that model | $30.29 – $144.38 |
| Market value | $23.1B |
| P/E (fiscal 2025) | — |
| Net margin (fiscal 2025) | -3.3% |
| Free cash flow (fiscal 2025) | $256.0M |
| Dividend yield (trailing twelve months) | 1.76% |
| Beta | 0.93 |
| Cost of capital (WACC) | 8.08% |
| Business classification | Turnaround (Revenue declining (~-3% recent), Currently unprofitable, Pays dividends, Highly cyclical earnings) |

## On the stock lists

| List | Place | Figure | Page |
| --- | ---: | ---: | --- |
| Near 52-week highs | #11 | 0.0% | https://sweetvaluelab.com/lists/near-52-week-highs |

## Dividends

| Figure | Value |
| --- | ---: |
| Trailing dividend yield | 1.76% |
| Dividends per share, last 12 months | $1.60 |
| Dividends / free cash flow (fiscal 2025) | 159.8% |
| Raised | — |
| Growth over 5 years | -12.4% a year |
| Latest payment | $0.40, ex-date Sep 18, 2026, paid Oct 9, 2026 |

| Year of payments | Dividends per share |
| --- | ---: |
| To Sep 23, 2021 | $3.10 |
| To Sep 22, 2022 | $3.18 |
| To Sep 21, 2023 | $3.24 |
| To Sep 20, 2024 | $2.01 |
| To Sep 29, 2025 | $1.60 |
| Trailing twelve months (to Sep 18, 2026) | $1.60 |

## Valuation models

Each model's value per share and the role the engine gave it for this business. The headline above is one model's value; every other model is listed with its own, and each has a page of its own under the valuation. Computed Oct 17, 2026.

| Model | Role | Value per share | Low | High |
| --- | --- | ---: | ---: | ---: |
| DCF · Perpetuity growth · 5y | primary | $0.00 | $0.00 | $0.00 |
| DCF · Perpetuity growth · 10y | cross check | $0.00 | $0.00 | $0.00 |
| DCF · EBITDA exit · 5y | cross check | $0.00 | $0.00 | $0.00 |
| DCF · EBITDA exit · 10y | cross check | $0.00 | $0.00 | $0.00 |
| EV/EBITDA · peers | cross check | $0.00 | $0.00 | $0.00 |
| EV/Revenue · peers | cross check | $74.52 | $30.29 | $144.38 |
| Earnings power value | cross check | $0.00 | $0.00 | $0.00 |
| Dividend discount | cross check | $0.00 | $0.00 | $0.00 |

## Insider activity (SEC Form 4)

Past 90 days: 0 open-market buys ($0) and 3 open-market sales ($1.3M); 10b5-1 plan sales included.

| Date | Insider | Relationship | Transaction | Shares | Value |
| --- | --- | --- | --- | ---: | ---: |
| Aug 17, 2026 | Teles de Mendonca Ana Paula | President, Scent | Open-market sell | 5,718 | $475,691.9 |
| Aug 7, 2026 | Birenkrant Marc | Controller & CAO | Open-market sell | 1,000 | $85,000 |
| Aug 6, 2026 | DeVeau Michael | EVP, CFO | Open-market sell | 8,825 | $754,969.9 |
| Jun 1, 2026 | FRIBOURG PAUL J | Director | Open-market buy | 13,500 | $1.0M |
| Jun 1, 2026 | FRIBOURG PAUL J | Director | Open-market buy | 260,000 | $19.3M |

## Recent SEC filings

| Filed | Form | What | Filing |
| --- | --- | --- | --- |
| Aug 4, 2026 | 8-K | 7.01 Regulation FD Disclosure; 9.01 Financial Statements and Exhibits | https://www.sec.gov/Archives/edgar/data/51253/000005125326000032/iff-20260804.htm |
| Aug 4, 2026 | 10-Q | Quarterly report | https://www.sec.gov/Archives/edgar/data/51253/000005125326000030/iff-20260630.htm |
| Aug 4, 2026 | 8-K | 2.02 Results of Operations (Earnings); 8.01 Other Events; 9.01 Financial Statements and Exhibits | https://www.sec.gov/Archives/edgar/data/51253/000005125326000028/iff-20260804.htm |
| Jun 23, 2026 | 8-K | 1.01 Entry into a Material Agreement; 2.03 Creation of a Direct Financial Obligation; 9.01 Financial Statements and Exhibits | https://www.sec.gov/Archives/edgar/data/51253/000114036126026107/ef20076605_8k.htm |
| Jun 1, 2026 | 8-K | 1.01 Entry into a Material Agreement; 8.01 Other Events; 9.01 Financial Statements and Exhibits | https://www.sec.gov/Archives/edgar/data/51253/000119312526249963/d118591d8k.htm |

## Superinvestors holding it (latest 13F)

| Manager | Quarter | Shares | Value |
| --- | --- | ---: | ---: |
| Dodge & Cox | 2026-06-30 | 37,007,037 | $2.9B |
| First Eagle | 2026-06-30 | 9,409,698 | $745.4M |
| First Pacific Advisors | 2026-06-30 | 5,455,081 | $432.2M |
| Icahn | 2026-06-30 | 4,275,000 | $338.7M |

7 tracked managers in all.

## About

International Flavors & Fragrances Inc. (IFF), through its various subsidiaries, operates as a global developer and purveyor of active cosmetic and natural health ingredients. These vital components are incorporated into a wide array of consumer goods distributed across significant markets such as Europe, Africa, the Middle East, Greater Asia, North America, and Latin America. The company's activities are organized into four principal divisions: 1. Nourish: This segment focuses on natural and plant-derived specialty food ingredients, offering items like flavor compounds, savory solutions, and inclusions. It also provides natural food protection solutions, including antioxidants and anti-microbials, for use in beverages, confectionery, and dairy items. 2. Scent: The Scent division creates fragrance compounds, encompassing luxurious fine fragrances (perfumes and colognes) and everyday cons…

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Source: https://sweetvaluelab.com/stocks/iff (SweetValueLab, free, no account). Prices and statements from Financial Modeling Prep; filings from SEC EDGAR. Research and educational data, not investment advice; nothing here is a recommendation to buy, sell or hold any security.