IHS Markit
Market Cap
US$28.0b
Last Updated
2019/10/20 00:25 UTC
Data Sources
Company Financials +
Executive Summary
IHS Markit Ltd. provides critical information, analytics, and solutions for various industries and markets that drive economies worldwide.
Snowflake
Fundamentals
Moderate growth potential with mediocre balance sheet.
Similar Companies
Share Price & News
How has IHS Markit's share price performed over time and what events caused price changes?
Latest Share Price and Events
Market Performance
7 Day Return
2.1%
INFO
-0.2%
US Professional Services
0.4%
US Market
1 Year Return
34.0%
INFO
18.3%
US Professional Services
6.9%
US Market
Return vs Industry: INFO exceeded the US Professional Services industry which returned 18.3% over the past year.
Return vs Market: INFO exceeded the US Market which returned 6.9% over the past year.
Shareholder returns
| INFO | Industry | Market | |
|---|---|---|---|
| 7 Day | 2.1% | -0.2% | 0.4% |
| 30 Day | 3.5% | -0.8% | -1.1% |
| 90 Day | 6.9% | 0.6% | -0.5% |
| 1 Year | 34.0%34.0% | 19.4%18.3% | 9.3%6.9% |
| 3 Year | 85.3%85.3% | 49.4%44.2% | 45.8%36.4% |
| 5 Year | 91.5%91.5% | 84.7%74.9% | 62.9%45.1% |
Price Volatility Vs. Market
How volatile is IHS Markit's share price compared to the market and industry in the last 5 years?
Simply Wall St News
6 days ago | Simply Wall St
Is IHS Markit Ltd. (NYSE:INFO) Expensive For A Reason? A Look At Its Intrinsic Value2 weeks ago | Simply Wall St
Is IHS Markit Ltd. (NYSE:INFO) Struggling With Its 6.5% Return On Capital Employed?1 month ago | Simply Wall St
Is IHS Markit Ltd. (NYSE:INFO) Potentially Undervalued?Valuation
Is IHS Markit undervalued compared to its fair value and its price relative to the market?
72.9x
Price to Earnings (PE) ratio
Share Price vs. Fair Value
Undervalued: INFO ($69.74) is trading above our estimate of fair value ($55.9)
Significantly Undervalued: INFO is trading above our estimate of fair value.
Price To Earnings Ratio
PE vs Industry: INFO is poor value based on its PE Ratio (72.9x) compared to the Professional Services industry average (19.5x).
PE vs Market: INFO is poor value based on its PE Ratio (72.9x) compared to the US market (17.6x).
Price to Earnings Growth Ratio
Low PEG Ratio: INFO is poor value based on its PEG Ratio (2.2x)
Price to Book Ratio
PB vs Industry: INFO is overvalued based on its PB Ratio (3.4x) compared to the US Professional Services industry average (2.4x).
Next Steps
Future Growth
How is IHS Markit forecast to perform in the next 1 to 3 years based on estimates from 15 analysts?
32.7%
Forecasted annual earnings growth
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: INFO's forecast earnings growth (32.7% per year) is above the savings rate (2.7%).
Earnings vs Market: INFO's earnings (32.7% per year) are forecast to grow faster than the US market (14.6% per year).
High Growth Earnings: earnings are expected to grow significantly over the next 3 years.
Revenue vs Market: INFO's revenue (5.3% per year) is forecast to grow slower than the US market (7.2% per year).
High Growth Revenue: INFO's revenue (5.3% per year) is forecast to grow slower than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
High Future ROE: INFO's Return on Equity is forecast to be low in 3 years time (12.1%).
Next Steps
Past Performance
How has IHS Markit performed over the past 5 years?
27.3%
Historical annual earnings growth
Earnings and Revenue History
Past Earnings Growth Analysis
Earnings Trend: INFO's earnings have grown significantly by 27.3% per year over the past 5 years.
Accelerating Growth: INFO's has had negative earnings growth over the past year, so it can't be compared to its 5-year average.
Earnings vs Industry: INFO had negative earnings growth (-32.6%) over the past year, making it difficult to compare to the Professional Services industry average (36.8%).
Return on Equity
High ROE: INFO's Return on Equity (4.6%) is considered low.
Return on Assets
ROA vs Industry: INFO's Return on Assets is below or equal to the Professional Services industry average last year.
Return on Capital Employed
ROCE Improving: INFO has significantly improved its Return on Capital Employed over the past 3 years.
Next Steps
Financial Health
How is IHS Markit's financial position?
Financial Position Analysis
Short Term Liabilities: INFO's short term assets ($1.2B) do not cover its short term liabilities ($1.7B)
Long Term Liabilities: INFO's short term assets (1.2B) do not cover its long term liabilities (6.0B)
Debt to Equity History and Analysis
Debt Level: INFO's debt to equity ratio (61.2%) is considered high
Reducing Debt: INFO's debt to equity ratio has reduced from 90.5% to 61.2% over the past 5 years.
Debt Coverage: INFO's debt is well covered by operating cash flow (27.4%).
Interest Coverage: INFO's interest payments on its debt are well covered by EBIT (3.5x coverage).
Balance Sheet
Inventory Level: INFO has a low level of unsold assets or inventory.
Debt Coverage by Assets: INFO's debt is not covered by short term assets (assets are 0.2x debt).
Next Steps
Dividend
What is IHS Markit's current dividend yield, its reliability and sustainability?
0.21%
Forecast Dividend Yield
Dividend Yield vs Market
Current dividend yield vs market & industry
Stability and Growth of Payments
Notable Dividend: Unable to evaluate INFO's dividend yield against the bottom 25% of dividend payers, as the company has not reported any payouts.
High Dividend: Unable to evaluate INFO's dividend yield against the top 25% of dividend payers, as the company has not reported any payouts.
Stable Dividend: Insufficient data to determine if INFO's dividends per share have been stable in the past.
Growing Dividend: Insufficient data to determine if INFO's dividend payments have been increasing.
Current Payout to Shareholders
Dividend Coverage: Insufficient data to calculate payout ratio to determine if its dividend payments are covered by earnings.
Future Payout to Shareholders
Future Dividend Coverage: No need to calculate the sustainability of INFO's dividend in 3 years as they are not forecast to pay a notable one for the US market.
Next Steps
Management
What is the CEO of IHS Markit's salary, the management and board of directors tenure and is there insider trading?
1.8yrs
Average management tenure
CEO
Lance Uggla (57yo)
1.8yrs
Tenure
US$11,184,705
Compensation
Mr. Lance Uggla serves as Director at Mastercard Incorporated since June 25, 2019. He serves as Chairman and Chief Executive Officer at IHS Markit Ltd. Mr. Uggla served as the President of Markit Ltd. sinc ...
CEO Compensation Analysis
Compensation vs. Market: Lance has recently become CEO, making it difficult to compare their total compensation against companies of similar size in the US market.
Compensation vs Earnings: Lance's compensation has increased by more than 20% whilst company earnings have fallen more than 20% in the past year.
Management Age and Tenure
1.8yrs
Average Tenure
49yo
Average Age
Experienced Management: INFO's management team is not considered experienced ( 1.8 years average tenure), which suggests a new team.
Board Age and Tenure
5.4yrs
Average Tenure
64.5yo
Average Age
Experienced Board: INFO's board of directors are considered experienced (5.4 years average tenure).
Insider Trading
Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.
Recent Insider Transactions
| Entity | Individual |
| Role | Chief Executive Officer Chairman & CEO |
| Shares | 30,000 |
| Max Price | US$54.50 |
| Entity | Individual |
| Role | Member of the Board of Directors Independent Director |
| Shares | 1,000 |
| Max Price | US$47.30 |
| Entity | Company |
| Shares | 2,845,786 |
| Max Price | US$53.10 |
| Entity | Company |
| Shares | 5,800,000 |
| Max Price | US$50.15 |
Ownership Breakdown
Management Team
Todd Hyatt (59yo)
Executive VP & CFO
- Tenure: 3.3yrs
- Compensation: US$3.97m
Lance Uggla (57yo)
Chairman & CEO
- Tenure: 1.8yrs
- Compensation: US$11.18m
Yaacov Mutnikas (64yo)
CTO & Chief Data Scientist
- Tenure: 1.8yrs
Adam Kansler (49yo)
Executive VP & President of Financial Services
- Tenure: 0yrs
- Compensation: US$2.62m
Eric Boyer
Vice President
- Tenure: 0yrs
Jonathan Gear (48yo)
Executive VP & President of Resources
- Tenure: 0yrs
- Compensation: US$2.89m
Sari Granat (47yo)
Executive VP
- Tenure: 0.8yrs
- Compensation: US$1.90m
Ronnie West
Executive VP & Chief People Officer
- Tenure: 0.8yrs
Michael Easton (46yo)
Senior VP & Chief Accounting Officer
- Tenure: 2.7yrs
Napoleon Rumteen
Vice President of Sales
- Tenure: 0.5yrs
Board Members
Bill Ford (58yo)
Independent Director
- Tenure: 9.8yrs
- Compensation: US$292.46k
Ruann Ernst (72yo)
Director
- Tenure: 3.3yrs
- Compensation: US$277.46k
Jean-Paul Montupet (71yo)
Director
- Tenure: 7.8yrs
- Compensation: US$290.59k
Bob Kelly (64yo)
Lead Director
- Tenure: 3.3yrs
- Compensation: US$324.34k
Debby McWhinney (63yo)
Director
- Tenure: 4.8yrs
- Compensation: US$269.96k
Dinyar Devitre (72yo)
Independent Director
- Tenure: 6.9yrs
- Compensation: US$299.96k
Rich Roedel (70yo)
Director
- Tenure: 15.8yrs
- Compensation: US$299.96k
Lance Uggla (57yo)
Chairman & CEO
- Tenure: 1.8yrs
- Compensation: US$11.18m
Jim Rosenthal (65yo)
Independent Director
- Tenure: 6.1yrs
- Compensation: US$269.96k
Nicoletta Giadrossi (52yo)
Director
- Tenure: 1.8yrs
- Compensation: US$247.44k
Company Information
IHS Markit Ltd.'s company bio, employee growth, exchange listings and data sources
Key Information
- Name: IHS Markit Ltd.
- Ticker: INFO
- Exchange: NYSE
- Founded: 1959
- Industry: Research and Consulting Services
- Sector: Commercial Services
- Market Cap: US$27.965b
- Shares outstanding: 400.99m
- Website: https://www.ihsmarkit.com
Number of Employees
Location
- IHS Markit Ltd.
- Ropemaker Place
- 4th Floor
- London
- Greater London
- EC2Y 9LY
- United Kingdom
Listings
| Ticker | Exchange | Primary Security | Security Type | Country | Currency | Listed on |
|---|---|---|---|---|---|---|
| INFO | NYSE (New York Stock Exchange) | Yes | Common Stock | US | USD | Nov 2005 |
| 0M3 | BST (Boerse-Stuttgart) | Yes | Common Stock | DE | EUR | Nov 2005 |
| 0UAI | LSE (London Stock Exchange) | Yes | Common Stock | GB | USD | Nov 2005 |
| INFO N | BMV (Bolsa Mexicana de Valores) | Yes | Common Stock | MX | MXN | Nov 2005 |
Biography
IHS Markit Ltd. provides critical information, analytics, and solutions for various industries and markets that drive economies worldwide. The company’s information, analytics, and solutions enhance operat ...
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2019/10/20 00:25 |
| End of Day Share Price | 2019/10/18 00:00 |
| Earnings | 2019/08/31 |
| Annual Earnings | 2018/11/30 |
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.