IHS Markit
Market Cap
US$43.1b
Last Updated
2021/04/11 22:25 UTC
Data Sources
Company Financials +
Executive Summary
IHS Markit Ltd. provides critical information, analytics, and solutions for various industries and markets worldwide. More Details
Rewards
Risk Analysis
+ 1 more risk
Snowflake Analysis
Mediocre balance sheet unattractive dividend payer.
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
Stable Share Price: INFO is less volatile than 75% of US stocks over the past 3 months, typically moving +/- 3% a week.
Volatility Over Time: INFO's weekly volatility (3%) has been stable over the past year.
Market Performance
7 Day Return
2.2%
INFO
2.1%
US Professional Services
2.1%
US Market
1 Year Return
55.3%
INFO
39.8%
US Professional Services
56.3%
US Market
Return vs Industry: INFO exceeded the US Professional Services industry which returned 39.8% over the past year.
Return vs Market: INFO underperformed the US Market which returned 56.3% over the past year.
Shareholder returns
| INFO | Industry | Market | |
|---|---|---|---|
| 7 Day | 2.2% | 2.1% | 2.1% |
| 30 Day | 7.5% | 5.1% | 2.4% |
| 90 Day | 16.0% | 4.0% | 6.8% |
| 1 Year | 56.7%55.3% | 40.9%39.8% | 59.1%56.3% |
| 3 Year | 111.9%109.5% | 68.0%63.2% | 65.7%55.1% |
| 5 Year | 196.1%192.8% | 134.1%117.9% | 122.3%97.7% |
Long-Term 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.'s (NYSE:INFO) Recent Stock Performance Influenced By Its Fundamentals In Any Way?1 month ago | Simply Wall St
These 4 Measures Indicate That IHS Markit (NYSE:INFO) Is Using Debt Reasonably Well1 month ago | Simply Wall St
At US$92.87, Is IHS Markit Ltd. (NYSE:INFO) Worth Looking At Closely?Valuation
Is IHS Markit undervalued compared to its fair value and its price relative to the market?
75.47x
Price to Earnings (PE) ratio
Share Price vs. Fair Value
Below Fair Value: INFO ($101.65) is trading above our estimate of fair value ($84.15)
Significantly Below Fair Value: 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 (75.5x) compared to the US Professional Services industry average (28.4x).
PE vs Market: INFO is poor value based on its PE Ratio (75.5x) compared to the US market (22.3x).
Price to Earnings Growth Ratio
PEG Ratio: INFO is poor value based on its PEG Ratio (4.3x)
Price to Book Ratio
PB vs Industry: INFO is overvalued based on its PB Ratio (4.7x) compared to the US Professional Services industry average (3.4x).
Future Growth
How is IHS Markit forecast to perform in the next 1 to 3 years based on estimates from 13 analysts?
17.7%
Forecasted annual earnings growth
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: INFO's forecast earnings growth (17.7% per year) is above the savings rate (2%).
Earnings vs Market: INFO's earnings (17.7% per year) are forecast to grow slower than the US market (18.6% per year).
High Growth Earnings: INFO's earnings are forecast to grow, but not significantly.
Revenue vs Market: INFO's revenue (6.4% per year) is forecast to grow slower than the US market (9.9% per year).
High Growth Revenue: INFO's revenue (6.4% per year) is forecast to grow slower than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: INFO's Return on Equity is forecast to be low in 3 years time (12.5%).
Past Performance
How has IHS Markit performed over the past 5 years?
28.6%
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: INFO has a large one-off loss of $210.1M impacting its February 28 2021 financial results.
Growing Profit Margin: INFO's current net profit margins (12.4%) are lower than last year (19.7%).
Past Earnings Growth Analysis
Earnings Trend: INFO's earnings have grown significantly by 28.6% 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 (-39.1%) over the past year, making it difficult to compare to the Professional Services industry average (1.4%).
Return on Equity
High ROE: INFO's Return on Equity (6.1%) is considered low.
Financial Health
How is IHS Markit's financial position?
Financial Position Analysis
Short Term Liabilities: INFO's short term assets ($2.3B) do not cover its short term liabilities ($2.4B).
Long Term Liabilities: INFO's short term assets ($2.3B) do not cover its long term liabilities ($5.6B).
Debt to Equity History and Analysis
Debt Level: INFO's debt to equity ratio (58.8%) is considered high.
Reducing Debt: INFO's debt to equity ratio has reduced from 140.1% to 58.8% over the past 5 years.
Debt Coverage: INFO's debt is well covered by operating cash flow (24.7%).
Interest Coverage: INFO's interest payments on its debt are well covered by EBIT (4.4x coverage).
Balance Sheet
Dividend
What is IHS Markit current dividend yield, its reliability and sustainability?
0.79%
Current Dividend Yield
Dividend Yield vs Market
Notable Dividend: INFO's dividend (0.79%) isn’t notable compared to the bottom 25% of dividend payers in the US market (1.26%).
High Dividend: INFO's dividend (0.79%) is low compared to the top 25% of dividend payers in the US market (3.5%).
Stability and Growth of Payments
Stable Dividend: Too early to tell whether INFO's dividend payments have been stable as they only just started paying a dividend.
Growing Dividend: Too early to tell if INFO's dividend payments are increasing as they only just started paying a dividend.
Current Payout to Shareholders
Dividend Coverage: With its reasonable payout ratio (52.7%), INFO's dividend payments are covered by earnings.
Future Payout to Shareholders
Future Dividend Coverage: INFO's dividends in 3 years are forecast to be well covered by earnings (24.5% payout ratio).
Next Steps
Management
How experienced are the management team and are they aligned to shareholders interests?
2.3yrs
Average management tenure
CEO
Lance Uggla (58 yo)
3.25yrs
Tenure
US$15,065,334
Compensation
Mr. Lance Uggla serves as Independent Director at Mastercard Incorporated since June 25, 2019. He serves as Chairman and Chief Executive Officer at IHS Markit Ltd. since January 1, 2018. Mr. Uggla served a...
CEO Compensation Analysis
Compensation vs Market: Lance's total compensation ($USD15.07M) is above average for companies of similar size in the US market ($USD10.98M).
Compensation vs Earnings: Lance's compensation has been consistent with company performance over the past year.
Leadership Team
Experienced Management: INFO's management team is considered experienced (2.3 years average tenure).
Board Members
Experienced Board: INFO's board of directors are considered experienced (4.8 years average tenure).
Ownership
Who are the major shareholders and have insiders been buying or selling?
Insider Trading Volume
Insider Buying: INFO insiders have only sold shares in the past 3 months.
Recent Insider Transactions
Ownership Breakdown
Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 6.2%.
Top Shareholders
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$43.074b
- Shares outstanding: 423.74m
- Website: https://www.ihsmarkit.com
Number of Employees
Location
- IHS Markit Ltd.
- Ropemaker Place
- 4th Floor
- London
- Greater London
- EC2Y 9LY
- United Kingdom
Listings
Biography
IHS Markit Ltd. provides critical information, analytics, and solutions for various industries and markets worldwide. The company’s information, analytics, and solutions enhance operational efficiency and ...
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2021/04/11 22:25 |
| End of Day Share Price | 2021/04/09 00:00 |
| Earnings | 2021/02/28 |
| Annual Earnings | 2020/11/30 |
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.