Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
IHS
STRONG BUYFLAGIHS Holding Limited · Real Estate · United Kingdom · $2.8B · Avg Vol: $10M/d
IHS shows significant fundamental improvement with a massive 175% forward-EPS consensus revision, indicating successful operational restructuring. While the business model provides critical infrastructure for emerging market connectivity—a prerequisite for regional industrial automation—the stock faces structural headwinds in capital-intensive sectors. We view the recent asset sale as a positive step toward capital efficiency, but it requires further proof of sustained margin expansion.
COMPANY DESCRIPTION
IHS Holding Limited, together with its subsidiaries, develops, owns, and operates shared communications infrastructure in Nigeria, Cameroon, Côte d'Ivoire, South Africa, and Zambia.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 2.0B | 1.9B | 1.5B | 1.6B | -6.9% | 1.6B | 1.8B | 1.8B | 7.5% |
| EPS | -1.39 | -5.93 | -4.90 | 0.43 | — | 1.83 | 0.72 | 0.55 | 13.1% |
| Shares | 331.9M | 332.5M | 333.4M | 335.5M | +1.1% | 336.7M | — | — | — |
| Debt | 3.9B | 4.1B | 3.9B | 3.5B | -3.9% | 3.5B | — | — | — |
| Equity | 1.1B | 109.8M | -473.2M | -251.3M | -90.3% | — | — | — | — |
| Op CF | 907.3M | 853.5M | 729.4M | 936.2M | 1.1% | 964.5M | — | — | — |
| Inv CF | -1.5B | -722.2M | 63.2M | -22.3M | — | — | — | — | — |
| Fin CF | 398.2M | -162.3M | -431.0M | -644.1M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Real Estate, ranked by industry match, size, and score similarity. Cross-listings of IHS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| IHS | IHS Holding Limited(you) | $2.8B | 99 | STRONG BUY |
| SVS.L | Savills plc | $1.6B | 79 | BUY |
| MTVW.L | Mountview Estates P.L.C. | $441M | 85 | STRONG BUY |
| TPFG.L | The Property Franchise Group PLC | $408M | 87 | STRONG BUY |
| GRI.L | Grainger plc | $1.7B | 47 | HOLD |
| LSL.L | LSL Property Services plc | $279M | 82 | STRONG BUY |
| FOXT.L | Foxtons Group plc | $176M | 67 | BUY |
| PNS.L | Panther Securities PLC | $66M | 79 | BUY |
| WINK.L | M Winkworth PLC | $30M | 94 | STRONG BUY |
| HLCL.L | Helical plc | $307M | 40 | HOLD |
Peer medians: ROE 5.2% · P/E 14.8x · Gross margin 69.0%