IHS Stock Insights
IHS$8.44-0.04 -0.47%
$2.86B
Market Cap
20.68
P/E
10.82
Forward P/E
66
Score
IHS Stock Insights
IHS price $8.44 -0.04 -0.47%
- Ticker
- IHS
- Price
- $8.44
- Change
- -0.04 -0.47%
- Market cap ?
- $2.86B
- P/E ?
- 20.68
- Forward P/E ?
- 10.82
- Dividend yield ?
- 0.00%
- Beta ?
- 0.74
- Sector
- Real Estate
- Industry
- Real Estate - Services
- Stocklytics score
- 66
- Value
- 71
- Quality
- 69
- Growth
- 59
Stocklytics score rationale: value 71, quality 69, growth 59.
Financials
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|
| 905605000 | 1106955000 | 1168087000 | 1231056000 | 1403149000 | 1579730000 | 1961299000 | 2125539000 | 1711225000 | 1582000000 |
IHS Holding Limited, through its subsidiaries, is a leading provider in the telecommunications industry, specializing in the ownership, operation, and development of shared infrastructure across a wide geographic footprint including Africa, Latin America, Europe, and the Middle East. The company offers a comprehensive array of services, such as colocation and leasing options, bespoke build-to-suit solutions…
Fair value
IHS fair value $24.49. Price $8.44. Price is 66% below fair value.
Below fair value, but more expensive than usual. A smaller discount than on 75% of days in the past 5 years.
Fair value is an estimate of what one share is worth if future cash flows arrive as modeled. It is not a forecast of the share price. How discounted cash flow works.
Calculated with a 10-year free-cash-flow discount. Starting free cash flow 535.82M. Growth 12.46%. When analyst earnings forecasts are available, free cash flow in those years is forecast earnings times the company's usual conversion of earnings into free cash flow, kept between 60% and 130%. Years with fewer than 3 analyst estimates are left out. Growth then fades in a straight line to terminal growth by year 10, starting from the last well-covered year's growth, or from the pace across those years when the final year slows sharply, kept between 0% and 20%. Without those forecasts, year-1 growth is analyst revenue growth for the next full fiscal year, or 5-year historical revenue growth when that forecast is missing, held for five years, then fading in a straight line to terminal growth by year 10. Terminal growth 3.00%. Discount rate 8.70% (beta 0.8). Beta is kept between 0.8 and 2.0, which on its own would make the discount rate 8.7% to 15.3%. The rate is then capped at 12%. A cap is used because a discount above 12% pushes higher-beta stocks further from the price. The discount rate stays at least 5 percentage points above terminal growth. Shares 338.34M. Net debt 2.68B. The earnings value is next-12-months earnings per share, or trailing earnings when that forecast is missing, times the median P/E of the company's industry. That median uses listed stocks worth at least $10 billion with a positive P/E of 100 or below, and the industry needs at least eight of them. Otherwise the sector median is used when that group also has at least eight, then the market median of those large companies. The multiple used is the lower of that median and 1.25 times the stock's own 10-year median P/E, then kept between 8 and 30. If the stock has no 10-year median, the peer median is kept between 8 and 30. Fair value is the average of the cash-flow value and the earnings value when both exist. Card and credit companies use the earnings value only, because changes in customer receivables distort free cash flow. Model uncertainty is high when fair value is more than 60% from the price, or when most of the cash-flow value sits after year 10.
Model uncertainty high for this stock
Earnings
| Date | EPS actual | EPS estimate | Revenue | Revenue estimate |
|---|---|---|---|---|
| 2026-11-17 | — | 0.30 | — | 420.45M |
| 2026-08-11 | -0.04 | 0.12 | 471.00M | 442.72M |
| 2026-05-12 | 0.20 | 0.33 | 467.20M | 439.16M |
| 2026-03-16 | 0.23 | 0.17 | 397.80M | 428.71M |
| 2025-11-12 | 0.44 | 0.10 | 455.10M | 424.10M |
| 2025-08-12 | 0.10 | 0.17 | 433.30M | 417.77M |
| 2025-05-20 | 0.10 | 0.17 | 439.60M | 408.94M |
| 2025-03-18 | 0.73 | 0.08 | 437.82M | 423.13M |
| 2024-11-12 | -0.61 | 0.08 | 420.28M | 410.15M |
| 2024-08-13 | -0.36 | 0.13 | 435.38M | 428.44M |
| 2024-05-14 | -4.67 | 0.04 | 417.74M | 393.92M |
| 2024-03-12 | -1.36 | 0.06 | 509.78M | 473.85M |
| 2023-11-14 | -0.79 | 0.03 | 467.02M | 457.87M |
| 2023-08-15 | -3.73 | 0.13 | 546.20M | 526.13M |
| 2023-05-23 | 0.03 | 0.18 | 602.53M | 569.85M |
| 2023-03-28 | -0.82 | 0.04 | 526.17M | 486.85M |
| 2022-11-15 | -0.14 | 0.05 | 521.32M | 485.56M |
| 2022-08-16 | -0.53 | 0.02 | 467.68M | 462.69M |
| 2022-05-17 | 0.05 | 0.04 | 446.13M | 430.43M |
| 2022-03-15 | -0.23 | -0.13 | 415.61M | 398.75M |
| 2021-11-16 | -0.11 | -0.07 | 400.55M | 283.24M |
| 2021-10-14 | 0.32 | -0.05 | 401.92M | 387.43M |
| 2020-12-31 | 0.15 | — | 370.73M | — |
| 2020-09-30 | -0.06 | — | 368.32M | — |
| 2020-06-30 | -0.12 | — | 331.51M | — |
| 2020-03-31 | -1.00 | — | 332.59M | — |
| 2017-12-31 | -0.84 | — | 282.75M | — |
| 2017-09-30 | -0.84 | — | 282.75M | — |
| 2017-06-30 | 0.12 | — | 270.73M | — |
| 2017-03-31 | 0.12 | — | 270.73M | — |
| 2016-12-31 | -0.72 | — | 215.54M | — |
| 2016-09-30 | -0.72 | — | 215.54M | — |
| 2016-06-28 | -1.01 | — | 237.26M | — |
| 2016-03-21 | -1.01 | — | 237.26M | — |
| 2016-01-15 | 1.32 | — | 458.72M | — |
| 2015-09-29 | 0.86 | — | 587.95M | — |
| 2015-06-24 | 0.74 | — | 591.41M | — |
| 2015-03-24 | 0.58 | — | 546.26M | — |
| 2015-01-16 | 0.88 | — | 582.32M | — |
| 2014-09-22 | 0.68 | — | 556.01M | — |
Dividends
Yield 0.00%. Payout ratio 0.00%. Frequency —.
Safety score 37/100 · Watch. Payout ratio is 0% of earnings. Free-cash-flow coverage is not available, so this part stays neutral. No dividend history was found. There is no dividend yield.
| Ex-date | Dividend | Record | Payment | Frequency |
|---|---|---|---|---|
| No data yet. | ||||
Insider trades
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| 2026-04-07 | Howden Stephen J | Sell | 44.71K | $8.25 | 368.70K |
| 2026-04-07 | Howden Stephen J | Sell | 4.50K | $8.25 | 37.15K |
| 2026-04-07 | Darwish Mohamad | Sell | 25.41K | $8.24 | 209.36K |
| 2026-04-07 | Darwish Mohamad | Sell | 2.56K | $8.24 | 21.09K |
| 2026-04-07 | Darwish Sam | Sell | 112.89K | $8.24 | 930.07K |
| 2026-04-07 | Darwish Sam | Sell | 11.38K | $8.24 | 93.78K |
| 2026-04-06 | Saad William | Buy | 132.01K | — | — |
| 2026-04-06 | Saad William | Buy | 13.30K | — | — |
| 2026-04-06 | Saad William | Sell | 13.30K | — | — |
| 2026-04-06 | Howden Stephen J | Buy | 94.99K | — | — |
| 2026-04-06 | Howden Stephen J | Buy | 9.57K | — | — |
| 2026-04-06 | Howden Stephen J | Sell | 9.57K | — | — |
| 2026-04-06 | Tharoo Mustafa | Buy | 101.50K | — | — |
| 2026-04-06 | Tharoo Mustafa | Buy | 10.22K | — | — |
| 2026-04-06 | Tharoo Mustafa | Sell | 10.22K | — | — |
| 2026-04-06 | Oyinlola Ayotade | Buy | 87.89K | — | — |
| 2026-04-06 | Oyinlola Ayotade | Buy | 8.85K | — | — |
| 2026-04-06 | Oyinlola Ayotade | Sell | 8.85K | — | — |
| 2026-04-06 | Darwish Mohamad | Buy | 101.50K | — | — |
| 2026-04-06 | Darwish Mohamad | Buy | 10.22K | — | — |
| 2026-04-06 | Darwish Mohamad | Sell | 10.22K | — | — |
| 2026-04-06 | Darwish Sam | Buy | 412.54K | — | — |
| 2026-04-06 | Darwish Sam | Buy | 41.56K | — | — |
| 2026-04-06 | Darwish Sam | Sell | 41.56K | — | — |
| 2026-03-26 | Saad William | Buy | 41.30K | — | — |
| 2026-03-26 | Howden Stephen J | Buy | 40.21K | — | — |
| 2026-03-26 | Darwish Sam | Buy | 163.12K | — | — |
| 2026-03-26 | Darwish Mohamad | Buy | 32.96K | — | — |
| 2026-03-26 | Oyinlola Ayotade | Buy | 28.58K | — | — |
| 2026-03-26 | Tharoo Mustafa | Buy | 32.96K | — | — |
| 2026-03-18 | Darwish Sam | Sell | 86.79K | $8.18 | 709.91K |
| 2026-03-18 | Howden Stephen J | Sell | 39.61K | $8.17 | 323.79K |
| 2026-03-18 | Darwish Mohamad | Sell | 16.15K | $8.18 | 132.12K |
| 2026-03-18 | Tharoo Mustafa | Other | 0 | — | — |
| 2026-03-18 | Tharoo Mustafa | Other | 10.22K | — | — |
| 2026-03-18 | Szigetvari Aniko | Other | 0 | — | — |
| 2026-03-18 | Saad William | Other | 0 | — | — |
| 2026-03-18 | Saad William | Other | 0 | — | — |
| 2026-03-18 | Saad William | Other | 13.30K | — | — |
| 2026-03-18 | Oyinlola Ayotade | Other | 0 | — | — |
| 2026-03-18 | Oyinlola Ayotade | Other | 8.85K | — | — |
| 2026-03-18 | Nhleko Phuthuma | Other | 0 | — | — |
| 2026-03-18 | Land Nicholas | Other | 0 | — | — |
| 2026-03-18 | Lacerda Maria Carolina | Other | 0 | — | — |
| 2026-03-18 | Howden Stephen J | Other | 0 | — | — |
| 2026-03-18 | Howden Stephen J | Other | 9.57K | — | — |
| 2026-03-18 | El-Rufai Bashir Ahmad | Other | 0 | — | — |
| 2026-03-18 | El-Rufai Bashir Ahmad | Other | 0 | — | — |
| 2026-03-18 | Darwish Sam | Other | 0 | — | — |
| 2026-03-18 | Darwish Sam | Other | 0 | — | — |
| 2026-03-18 | Darwish Sam | Other | 41.56K | — | — |
| 2026-03-18 | Darwish Mohamad | Other | 0 | — | — |
| 2026-03-18 | Darwish Mohamad | Other | 0 | — | — |
| 2026-03-18 | Darwish Mohamad | Other | 10.22K | — | — |
| 2026-03-18 | Bush John Ellis | Other | 0 | — | — |
| 2026-03-18 | BURNS URSULA M | Other | 0 | — | — |
| 2016-07-12 | Yergin Daniel | Sell | 12.00K | — | — |
| 2016-07-12 | STEAD JERRE L | Sell | 258.89K | — | — |
| 2016-07-12 | Hyatt Todd S. | Buy | 15.00K | — | — |
| 2016-07-12 | Hyatt Todd S. | Sell | 37.89K | — | — |
| 2016-07-12 | ROEDEL RICHARD | Sell | 3.10K | — | — |
| 2016-07-12 | MONTUPET JEAN PAUL L | Sell | 1.00K | — | — |
| 2016-07-12 | IYER BALAKRISHNAN S | Sell | 12.50K | — | — |
| 2016-07-06 | Yergin Daniel | Sell | 11.94K | $114.76 | 1.37M |
| 2016-07-06 | Yergin Daniel | Sell | 508 | $115.41 | 58.63K |
| 2016-07-01 | Yergin Daniel | Sell | 12.55K | $116.64 | 1.46M |
| 2016-05-16 | STEAD JERRE L | Sell | 4.00K | — | — |
| 2016-05-02 | Hyatt Todd S. | Sell | 1.40K | $122.94 | 172.12K |
| 2016-05-02 | Hyatt Todd S. | Sell | 100 | $123.47 | 12.35K |
| 2016-03-24 | STEAD JERRE L | Sell | 54.55K | — | — |
| 2016-02-29 | Yergin Daniel | Buy | 6.00K | — | — |
| 2016-02-29 | Hyatt Todd S. | Buy | 7.00K | — | — |
| 2016-02-01 | Hyatt Todd S. | Sell | 2.90K | $103.23 | 299.35K |
| 2016-02-01 | Hyatt Todd S. | Sell | 100 | $104.04 | 10.40K |
| 2016-01-20 | Yergin Daniel | Buy | 24.80K | — | — |
| 2016-01-20 | Yergin Daniel | Sell | 11.39K | $98.71 | 1.12M |
| 2016-01-20 | Yergin Daniel | Buy | 794 | — | — |
| 2016-01-20 | STEAD JERRE L | Buy | 12.40K | — | — |
| 2016-01-20 | STEAD JERRE L | Sell | 4.62K | $98.71 | 455.94K |
| 2016-01-20 | STEAD JERRE L | Buy | 602 | — | — |
| 2016-01-20 | Hyatt Todd S. | Buy | 9.92K | — | — |
| 2016-01-20 | Hyatt Todd S. | Sell | 3.44K | $98.71 | 339.36K |
| 2016-01-20 | Hyatt Todd S. | Buy | 564 | — | — |
| 2015-12-01 | ROEDEL RICHARD | Buy | 1.90K | — | — |
| 2015-12-01 | ROEDEL RICHARD | Buy | 443 | — | — |
| 2015-12-01 | ROEDEL RICHARD | Buy | 1.45K | — | — |
| 2015-12-01 | ROEDEL RICHARD | Sell | 1.90K | — | — |
| 2015-12-01 | MONTUPET JEAN PAUL L | Buy | 1.45K | — | — |
| 2015-12-01 | IYER BALAKRISHNAN S | Buy | 1.45K | — | — |
| 2015-11-30 | STEAD JERRE L | Other | 0 | — | — |
| 2015-11-30 | STEAD JERRE L | Other | 0 | — | — |
| 2015-07-31 | Hyatt Todd S. | Sell | 1.50K | $125.31 | 187.97K |
| 2015-07-02 | Yergin Daniel | Sell | 7.99K | $128.09 | 1.02M |
| 2015-07-02 | Yergin Daniel | Sell | 2.00K | $128.77 | 257.93K |
| 2015-07-01 | Yergin Daniel | Sell | 10.01K | $128.72 | 1.29M |
| 2015-06-26 | STEAD JERRE L | Sell | 2.70K | — | — |
| 2015-06-01 | Key Scott | Buy | 40.00K | — | — |
| 2015-04-30 | Hyatt Todd S. | Sell | 1.11K | $124.17 | 138.08K |
| 2015-04-30 | Hyatt Todd S. | Sell | 388 | $125.16 | 48.56K |
| 2015-03-27 | Yergin Daniel | Sell | 4.34K | $110.75 | 480.20K |
Institutional holders
Latest filed quarter: Q2 2026.
Institutions holding: 125, holders -24 vs prior quarter. Ownership 47.51%.
| Holder | Shares | Change | Change % | Value |
|---|---|---|---|---|
| WENDEL SE | 62.98M | 0 | 0.00% | 518.92M |
| KOREA INVESTMENT CORP | 21.67M | 0 | 0.00% | 178.53M |
| UBS GROUP AG | 18.69M | 2.20M | +13.31% | 153.98M |
| FIL LTD | 10.75M | 7.50M | +230.97% | 88.58M |
| PSQUARED ASSET MANAGEMENT AG | 4.32M | -22.35K | -0.51% | 35.61M |
| HSBC HOLDINGS PLC | 4.15M | 88.73K | +2.18% | 34.22M |
| QUBE RESEARCH & TECHNOLOGIES LTD | 4.11M | 429.01K | +11.66% | 33.85M |
| QUAKER CAPITAL INVESTMENTS, LLC | 3.82M | -692.58K | -15.33% | 31.51M |
| ALLIANCEBERNSTEIN L.P. | 3.02M | 2.15M | +246.00% | 24.89M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 2.71M | 124.88K | +4.83% | 22.34M |
| MILLENNIUM MANAGEMENT LLC | 2.47M | 1.33M | +116.40% | 20.33M |
| RENAISSANCE TECHNOLOGIES LLC | 1.65M | -608.37K | -26.94% | 13.59M |
| AQR ARBITRAGE LLC | 1.49M | 81.94K | +5.83% | 12.25M |
| GOLDMAN SACHS GROUP INC | 1.42M | -63.42K | -4.27% | 11.71M |
| GLAZER CAPITAL, LLC | 1.37M | 1.37M | New | 11.27M |
| SQUAREPOINT OPS LLC | 1.15M | 433.81K | +60.61% | 9.47M |
| OMERS ADMINISTRATION CORP | 1.11M | 608.60K | +121.30% | 9.15M |
| GROUPE LA FRANCAISE | 917.10K | 297.30K | +47.97% | 7.56M |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 853.17K | 853.17K | New | 7.03M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 853.17K | -223.07K | -20.73% | 7.03M |
| LMR PARTNERS LLP | 810.10K | 746.03K | +1164.48% | 6.68M |
| MORGAN STANLEY | 772.03K | -778.51K | -50.21% | 6.36M |
| MAGNETAR FINANCIAL LLC | 761.60K | 16.37K | +2.20% | 6.28M |
| CREDIT INDUSTRIEL ET COMMERCIAL | 684.58K | 229.28K | +50.36% | 5.64M |
| ABERDEEN GROUP PLC | 662.75K | -1.20M | -64.49% | 5.46M |
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