NYSE:INFO

Stock Analysis Report

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

INFOIndustryMarket
7 Day2.1%-0.2%0.4%
30 Day3.5%-0.8%-1.1%
90 Day6.9%0.6%-0.5%
1 Year34.0%34.0%19.4%18.3%9.3%6.9%
3 Year85.3%85.3%49.4%44.2%45.8%36.4%
5 Year91.5%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

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

companyn/amarketbottom25%1.4%markettop25%3.7%industryaverage1.5%forecastin3Years0.2%

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

SellUS$1,635,00014 May 19
Lance Uggla
EntityIndividual
Role
Chief Executive Officer
Chairman & CEO
Shares30,000
Max PriceUS$54.50
BuyUS$47,30029 Jan 19
James Rosenthal
EntityIndividual
Role
Member of the Board of Directors
Independent Director
Shares1,000
Max PriceUS$47.30
BuyUS$145,367,50906 Dec 18
Canada Pension Plan Investment Board
EntityCompany
Shares2,845,786
Max PriceUS$53.10
SellUS$290,870,00015 Nov 18
General Atlantic Service Company, L.P.
EntityCompany
Shares5,800,000
Max PriceUS$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

TickerExchangePrimary SecuritySecurity TypeCountryCurrencyListed on
INFONYSE (New York Stock Exchange)YesCommon StockUSUSDNov 2005
0M3BST (Boerse-Stuttgart)YesCommon StockDEEURNov 2005
0UAILSE (London Stock Exchange)YesCommon StockGBUSDNov 2005
INFO NBMV (Bolsa Mexicana de Valores)YesCommon StockMXMXNNov 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

All financial data provided by Standard & Poor's Capital IQ.
DataLast Updated (UTC time)
Company Analysis2019/10/20 00:25
End of Day Share Price2019/10/18 00:00
Earnings2019/08/31
Annual Earnings2018/11/30


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.