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INFO

IHS MarkitNYSE:INFO Stock Report

Last Price

US$117.65

Market Cap

US$46.9b

7D

-3.4%

1Y

33.6%

Updated

21 Jan, 2022

Data

Company Financials +
INFO fundamental analysis
Snowflake Score
Valuation1/6
Future Growth2/6
Past Performance2/6
Financial Health3/6
Dividends0/6

INFO Stock Overview

IHS Markit Ltd. provides critical information, analytics, and solutions for various industries and markets worldwide.

IHS Markit Competitors

Verisk Analytics

NasdaqGS:VRSK

US$31.9b

CoStar Group

NasdaqGS:CSGP

US$28.6b

TransUnion

NYSE:TRU

US$19.8b

Leidos Holdings

NYSE:LDOS

US$13.1b

Price History & Performance

Summary of all time highs, changes and price drops for IHS Markit
Historical stock prices
Current Share PriceUS$117.65
52 Week HighUS$135.82
52 Week LowUS$83.93
Beta1
1 Month Change-11.38%
3 Month Change-5.91%
1 Year Change33.56%
3 Year Change128.36%
5 Year Change198.15%
Change since IPO2,346.98%

Recent News & Updates

Shareholder Returns

INFOUS Professional ServicesUS Market
7D-3.4%-4.3%-4.0%
1Y33.6%1.8%6.6%

Return vs Industry: INFO exceeded the US Professional Services industry which returned 1.8% over the past year.

Return vs Market: INFO exceeded the US Market which returned 6.6% over the past year.

Price Volatility

Is INFO's price volatile compared to industry and market?
INFO volatility
INFO Average Weekly Movement3.4%
Professional Services Industry Average Movement6.2%
Market Average Movement6.6%
10% most volatile stocks in US Market15.7%
10% least volatile stocks in US Market2.4%

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.

About the Company

FoundedEmployeesCEOWebsite
195916,000Lance Ugglahttps://www.ihsmarkit.com

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 offer deep insights for customers in business, finance, and government. Its Financial Services segment offers pricing and reference data, indices, valuation and trading services, trade processing, enterprise software, and managed services to traders, portfolio managers, risk managers, research professionals, and other financial market participants, as well as operations, compliance, and enterprise data managers.

IHS Markit Fundamentals Summary

How do IHS Markit's earnings and revenue compare to its market cap?
INFO fundamental statistics
Market CapUS$46.92b
Earnings (TTM)US$620.70m
Revenue (TTM)US$4.59b

75.6x

P/E Ratio

10.2x

P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report
INFO income statement (TTM)
RevenueUS$4.59b
Cost of RevenueUS$1.67b
Gross ProfitUS$2.92b
ExpensesUS$2.30b
EarningsUS$620.70m

Last Reported Earnings

Aug 31, 2021

Next Earnings Date

Jan 21, 2022

Earnings per share (EPS)1.56
Gross Margin63.67%
Net Profit Margin13.53%
Debt/Equity Ratio54.7%

How did INFO perform over the long term?

See historical performance and comparison

Dividends

0.7%

Current Dividend Yield

49%

Payout Ratio

Does INFO pay a reliable dividends?

See INFO dividend history and benchmarks
When do you need to buy INFO by to receive an upcoming dividend?
IHS Markit dividend dates
Ex Dividend DateJan 27 2022
Dividend Pay DateFeb 11 2022
Days until Ex dividend5 days
Days until Dividend pay date20 days

Does INFO pay a reliable dividends?

See INFO dividend history and benchmarks

Valuation

Is IHS Markit undervalued compared to its fair value and its price relative to the market?

1.4%

Undervalued compared to fair value


Share Price vs. Fair Value

Below Fair Value: INFO ($117.65) is trading below our estimate of fair value ($119.36)

Significantly Below Fair Value: INFO is trading below fair value, but not by a significant amount.


Price To Earnings Ratio

PE vs Industry: INFO is poor value based on its PE Ratio (75.6x) compared to the US Professional Services industry average (22.7x).

PE vs Market: INFO is poor value based on its PE Ratio (75.6x) compared to the US market (16.7x).


Price to Earnings Growth Ratio

PEG Ratio: INFO is poor value based on its PEG Ratio (4.6x)


Price to Book Ratio

PB vs Industry: INFO is overvalued based on its PB Ratio (5.3x) compared to the US Professional Services industry average (2.6x).


Future Growth

How is IHS Markit forecast to perform in the next 1 to 3 years based on estimates from 11 analysts?

16.3%

Forecasted annual earnings growth


Earnings and Revenue Growth Forecasts


Analyst Future Growth Forecasts

Earnings vs Savings Rate: INFO's forecast earnings growth (16.3% per year) is above the savings rate (2%).

Earnings vs Market: INFO's earnings (16.3% per year) are forecast to grow faster than the US market (13.1% per year).

High Growth Earnings: INFO's earnings are forecast to grow, but not significantly.

Revenue vs Market: INFO's revenue (5.6% per year) is forecast to grow slower than the US market (9.2% per year).

High Growth Revenue: INFO's revenue (5.6% 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 (11.9%).


Past Performance

How has IHS Markit performed over the past 5 years?

22.7%

Historical annual earnings growth


Earnings and Revenue History

Quality Earnings: INFO has high quality earnings.

Growing Profit Margin: INFO's current net profit margins (13.5%) are lower than last year (21.5%).


Past Earnings Growth Analysis

Earnings Trend: INFO's earnings have grown significantly by 22.7% 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 (-32.7%) over the past year, making it difficult to compare to the Professional Services industry average (33.6%).


Return on Equity

High ROE: INFO's Return on Equity (6.9%) is considered low.


Financial Health

How is IHS Markit's financial position?


Financial Position Analysis

Short Term Liabilities: INFO's short term assets ($2.7B) exceed its short term liabilities ($2.0B).

Long Term Liabilities: INFO's short term assets ($2.7B) do not cover its long term liabilities ($5.5B).


Debt to Equity History and Analysis

Debt Level: INFO's net debt to equity ratio (50.9%) is considered high.

Reducing Debt: INFO's debt to equity ratio has increased from 38.4% to 54.7% over the past 5 years.

Debt Coverage: INFO's debt is well covered by operating cash flow (28.2%).

Interest Coverage: INFO's interest payments on its debt are well covered by EBIT (5.1x coverage).


Balance Sheet


Dividend

What is IHS Markit current dividend yield, its reliability and sustainability?

0.68%

Current Dividend Yield


Upcoming Dividend Payment

TodayJan 22 2022Ex Dividend DateJan 27 2022Dividend Pay DateFeb 11 202215 days from Ex DividendBuy in the next 5 days to receive the upcoming dividend

Dividend Yield vs Market

Notable Dividend: INFO's dividend (0.68%) isn’t notable compared to the bottom 25% of dividend payers in the US market (1.36%).

High Dividend: INFO's dividend (0.68%) is low compared to the top 25% of dividend payers in the US market (3.55%).


Stability and Growth of Payments

Stable Dividend: INFO is not paying a notable dividend for the US market, therefore no need to check if payments are stable.

Growing Dividend: INFO is not paying a notable dividend for the US market, therefore no need to check if payments are increasing.


Current Payout to Shareholders

Dividend Coverage: INFO is not paying a notable dividend for the US market.


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

How experienced are the management team and are they aligned to shareholders interests?

3.0yrs

Average management tenure


CEO

Lance Uggla (59 yo)

4yrs

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 ($USD15.07M) is above average for companies of similar size in the US market ($USD11.42M).

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 (3 years average tenure).


Board Members

Experienced Board: INFO's board of directors are considered experienced (6.3 years average tenure).


Ownership

Who are the major shareholders and have insiders been buying or selling?


Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.


Recent Insider Transactions

Ownership Breakdown

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.


Top Shareholders

Company Information

IHS Markit Ltd.'s 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
  • Implied Market Cap: US$46.924b
  • Shares outstanding: 398.84m
  • Website: https://www.ihsmarkit.com

Number of Employees


Location

  • IHS Markit Ltd.
  • Ropemaker Place
  • 4th Floor
  • London
  • Greater London
  • EC2Y 9LY
  • United Kingdom

Listings


Company Analysis and Financial Data Status

All financial data provided by Standard & Poor's Capital IQ.
DataLast Updated (UTC time)
Company Analysis2022/01/21 23:47
End of Day Share Price2022/01/21 00:00
Earnings2021/08/31
Annual Earnings2020/11/30


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.