• Earlier this month, International Flavors & Fragrances presented at the World Economic Forum Annual Meeting 2026 in Davos, outlining its role in global flavor and fragrance supply chains.
• Against a backdrop of recent revenue declines and operating margin losses, the company’s visibility on a WEF stage highlights how closely its turnaround is being watched by global business leaders.
• With improving sentiment around IFF’s restructuring efforts and earnings recovery prospects, we’ll now examine how this shapes its broader investment narrative.

We've found 13 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free.

What Is International Flavors & Fragrances' Investment Narrative?

To own IFF, you have to believe its restructuring can turn a low-margin, capital-intensive business into a steadier compounder, without eroding its core relationships across food, beverage and personal care. The Davos appearance reinforces that message rather than changing it, signaling that global partners and policymakers still see IFF as a key node in supply chains despite recent revenue stagnation, operating losses and weak returns on equity. The nearer-term catalysts remain Q4 results and 2026 guidance, progress on asset sales and cost savings, and any updates from the refreshed board and activist presence. On the risk side, persistent losses, a thin dividend cover and an expensive CEO package keep execution quality in sharp focus. The WEF spotlight may lift sentiment at the margin, but it does not solve those fundamentals.

However, one issue around cash returns and balance sheet flexibility is easy to overlook. International Flavors & Fragrances' shares have been on the rise but are still potentially undervalued by 18%. Find out what it's worth.

Exploring Other Perspectives

Four Simply Wall St Community fair values span roughly US$81.49 to US$105, underlining how far apart individual views can be. Set against IFF’s fragile profitability and upcoming earnings catalyst, that spread invites you to weigh both the turnaround story and the execution risk before deciding where you stand.

Explore 4 other fair value estimates on International Flavors & Fragrances - why the stock might be worth just $81.49!

Build Your Own International Flavors & Fragrances Narrative

Disagree with this assessment? Create your own narrative in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your International Flavors & Fragrances research is our analysis highlighting 2 key rewards and 1 important warning sign that could impact your investment decision.
• Our free International Flavors & Fragrances research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate International Flavors & Fragrances' overall financial health at a glance.

Searching For A Fresh Perspective?

Every day counts. These free picks are already gaining attention. See them before the crowd does:

• AI is about to change healthcare. These 109 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early.
• Uncover the next big thing with financially sound penny stocks that balance risk and reward.
• Explore 23 top quantum computing companies leading the revolution in next-gen technology and shaping the future with breakthroughs in quantum algorithms, superconducting qubits, and cutting-edge research.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.