IFFInternational Flavors & Fragrances

$87.11

Is the business good?

How good a business is IFF?

International Flavors & Fragrances earns 3.2% on the capital it employs against a 9.0% cost of capital, so growth costs more than it returns.

3.2%

Return on invested capital · cost of capital 9.0% · 5.8 points below what the capital costs: growth destroys value

Operating margin
7.4%

Operating margin · Specialty Chemicals median 9.1% · 12 months to Q1 2026

Share count, year on year
+0.39%

Share count, year on year · flat: no meaningful dilution

R&D as % of revenue
6.5%

R&D as % of revenue

Operating margin by fiscal year
YearOperating margin
FY202011%
FY20215.0%
FY2022−11%
FY2023−18%
FY20246.7%
FY2025−3.5%
Details
Gross margin12 months to Q1 2026
36%
Operating margin12 months to Q1 2026
7.4%
Free cash flow margin
3.7%
R&D as % of revenue
6.5%
Revenue, trailing twelve months
$10.8B
Free cash flow, trailing twelve months
$400M
Return on invested capitaloperating profit after tax ÷ debt + equity − cash
3.2%

Margins, capital and share counts from the statements as filed with the SEC; cash conversion from the cash flow statement.