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FCPT vs IHS

FCPT
Four Corners Property Trust, Inc.
BEARISH
Price
$25.43
Market Cap
$2.79B
Sector
Real Estate
AI Confidence
85%
IHS
IHS Holding Limited
BEARISH
Price
$8.25
Market Cap
$2.77B
Sector
Real Estate
AI Confidence
85%

Valuation

P/E Ratio
FCPT
23.33
IHS
4.66
Forward P/E
FCPT
21.14
IHS
41.25
P/B Ratio
FCPT
2.45
IHS
-11.01
P/S Ratio
FCPT
9.49
IHS
1.75
EV/EBITDA
FCPT
11.49
IHS
6.42

Profitability

Gross Margin
FCPT
85.38%
IHS
55.88%
Operating Margin
FCPT
62.56%
IHS
81.37%
Profit Margin
FCPT
38.2%
IHS
9.08%
ROE
FCPT
7.3%
IHS
--
ROA
FCPT
3.67%
IHS
9.4%

Growth

Revenue Growth
FCPT
6.9%
IHS
-9.1%
Earnings Growth
FCPT
0.6%
IHS
--

Financial Health

Debt/Equity
FCPT
0.98
IHS
--
Current Ratio
FCPT
0.48
IHS
2.08
Quick Ratio
FCPT
0.47
IHS
0.81

Dividends

Dividend Yield
FCPT
5.76%
IHS
--
Payout Ratio
FCPT
131.33%
IHS
0.0%

AI Verdict

FCPT BEARISH

FCPT exhibits significant valuation misalignment, with a current price of $25.43 trading far above its Graham Number ($15.94) and Intrinsic Value ($8.61). While the Piotroski F-Score of 4/9 indicates stable financial health, the company's dividend profile is unsustainable with a payout ratio of 131.33%. Stagnant earnings growth (0.60% YoY) and a bearish technical trend (0/100) further undermine the bullish analyst consensus. The combination of overvaluation and poor liquidity (Current Ratio 0.48) suggests a high risk of price correction.

Strengths
Strong operating margins (62.56%) and gross margins (85.38%)
Consistent earnings track record over 25 quarters
Manageable Debt/Equity ratio (0.98) relative to sector averages
Risks
Unsustainable dividend payout ratio (131.33%)
Severe overvaluation relative to Graham and Intrinsic value models
Poor short-term liquidity with a Current Ratio of 0.48
IHS BEARISH

IHS presents a precarious financial profile characterized by a stable but mediocre Piotroski F-Score of 4/9 and a critical lack of equity, as evidenced by a Price/Book ratio of -11.01. While the trailing P/E of 4.66 appears attractive, the surge to a forward P/E of 41.25 indicates a projected collapse in earnings. This fundamental deterioration is compounded by shrinking revenue (-9.1% YoY, -41.99% Q/Q) and aggressive insider selling by the CEO and CFO. Despite an intrinsic value estimate of $12.39, the negative book value and bearish technical trend suggest significant underlying risk.

Strengths
Low trailing P/E ratio (4.66) suggests short-term valuation appeal
Strong current ratio (2.08) indicating adequate short-term liquidity
Significant 1-year price recovery (+69.1%)
Risks
Negative shareholders' equity (Price/Book: -11.01)
Severe revenue contraction (-41.99% Q/Q)
Extreme earnings volatility with frequent and massive misses

Compare Another Pair

FCPT vs IHS: Head-to-Head Comparison

This page compares Four Corners Property Trust, Inc. (FCPT) and IHS Holding Limited (IHS) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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