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IHS vs PLD

IHS
IHS Holding Limited
BEARISH
Price
$8.25
Market Cap
$2.77B
Sector
Real Estate
AI Confidence
85%
PLD
Prologis, Inc.
BEARISH
Price
$139.77
Market Cap
$130.3B
Sector
Real Estate
AI Confidence
85%

Valuation

P/E Ratio
IHS
4.66
PLD
38.93
Forward P/E
IHS
41.25
PLD
42.4
P/B Ratio
IHS
-11.01
PLD
2.44
P/S Ratio
IHS
1.75
PLD
14.17
EV/EBITDA
IHS
6.42
PLD
26.24

Profitability

Gross Margin
IHS
55.88%
PLD
75.69%
Operating Margin
IHS
81.37%
PLD
41.33%
Profit Margin
IHS
9.08%
PLD
36.2%
ROE
IHS
--
PLD
6.13%
ROA
IHS
9.4%
PLD
2.46%

Growth

Revenue Growth
IHS
-9.1%
PLD
4.0%
Earnings Growth
IHS
--
PLD
6.3%

Financial Health

Debt/Equity
IHS
--
PLD
0.62
Current Ratio
IHS
2.08
PLD
0.6
Quick Ratio
IHS
0.81
PLD
0.46

Dividends

Dividend Yield
IHS
--
PLD
3.09%
Payout Ratio
IHS
0.0%
PLD
113.48%

AI Verdict

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
PLD BEARISH

PLD exhibits a stable but mediocre Piotroski F-Score of 4/9, indicating a lack of strong fundamental momentum. The stock is trading at a severe premium, with a current price of $139.77 far exceeding both the Graham Number ($67.96) and the Intrinsic Value ($59.06). While the company maintains dominant market margins and a healthy debt-to-equity ratio, the unsustainable dividend payout ratio of 113.48% and an astronomical PEG ratio of 108.01 signal extreme overvaluation. Technical trends and insider selling further reinforce a bearish outlook despite analyst 'buy' ratings.

Strengths
Dominant market position in Industrial REIT sector
Strong profitability margins (Gross Margin 75.69%, Operating Margin 41.33%)
Manageable Debt/Equity ratio of 0.62
Risks
Severe overvaluation relative to Graham and Intrinsic value benchmarks
Unsustainable dividend payout ratio (113.48%)
Extremely high PEG ratio (108.01) suggesting growth does not justify price

Compare Another Pair

IHS vs PLD: Head-to-Head Comparison

This page compares IHS Holding Limited (IHS) and Prologis, Inc. (PLD) 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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