COMP <GO>
IFF vs LIN // EV/EBITDA & P/E VALUATION
International Flavors & Fragrances Inc. (NYSE) VS. Linde plc (NASDAQ) • 15-METRIC TALLY: IFF 3
— LIN 11
■ METRIC PARITY
LAST: $93.02 (+2.43%) • MKT CAP: $23.17B
valuation
—
LAST: $514.24 (+2.20%) • MKT CAP: $231.94B
valuation
18.5x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (IFF VS. LIN)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | IFF | LIN | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 36.20% | 41.00% | -4.80 | LIN | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | -1.60% | 13.10% | -14.70 | LIN | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | — | 18.5x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 1.10% | 2.19% | -1.09 | LIN | /fcf-yield <GO> |
| Operating Margin | -3.50% | 26.30% | -29.80 | LIN | /operating-margins <GO> |
| Net Profit Margin | -2.70% | 20.30% | -23.00 | LIN | /net-margins <GO> |
| Revenue Growth (YoY) | -5.20% | 3.00% | -8.20 | LIN | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.77% | 1.21% | +0.56 | IFF | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.40 | 3.93 | -2.53 | LIN | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 7/9 | -1.00 | LIN | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.30% | 6.90% | +0.40 | LIN | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 65.8 | 69.3 | -3.51 | LIN | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.11 | 1.01 | +0.10 | IFF | /macro-sensitivity <GO> |
| Forward P/E Multiple | 28.0x | 31.2x | -3.20 | IFF | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $23.17B | $231.94B | -$208.77B | LIN | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | IFF REV | LIN REV | IFF GROSS % | LIN GROSS % | IFF FCF | LIN FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $10.89B | $33.99B | 36.2% | 44.0% | $256.0M | $5.09B |
| FY 2024 | $11.48B | $33.01B | 35.9% | 44.0% | $607.0M | $4.93B |
| FY 2023 | $11.48B | $32.85B | 44.0% | 44.0% | $938.4M | $7.83B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
IFF // BETA 1.11
LIN // BETA 1.01