IHS
BEARISH
$8.25
Live
IHS Holding Limited · NYSE
Target $9.0
(+9.1%)
$4.82
52W Range
$8.95
At a glance
Key valuation, profitability, growth, and risk metrics.
Updated Apr 29, 2026
Market cap
$2.77B
P/E
4.66
ROE
N/A
Profit margin
9.1%
Debt/Equity
N/A
Dividend yield
N/A
AI Analysis
AI-powered fundamental assessment
Confidence
85%
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.
Key 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%)
High operating margin (81.37%)
Positive ROA (9.40%)
Key Risks
Negative shareholders' equity (Price/Book: -11.01)
Severe revenue contraction (-41.99% Q/Q)
Extreme earnings volatility with frequent and massive misses
High forward P/E (41.25) signaling expected earnings decline
Strong bearish insider sentiment from C-suite executives
AI Fair Value Estimate
Based on comprehensive analysis
$9.5
+15.2% above current price
Performance Snowflake
Multi-dimensional analysis across 5 key categories
Overall
26
Weak
40
20
30
40
0
AI Verdict
High Risk / Speculative
Key drivers: Negative Book Value, Revenue Decline, Insider Selling, Earnings Instability
Confidence
90%
Value
40/100
Trailing P/E is deceptive; negative equity makes traditional valuation metrics unreliable.
Positives
- Low trailing P/E
Watchpoints
- Negative Price/Book ratio
- High forward P/E
Future
20/100
Growth metrics are trending sharply downward.
Positives
- Analyst target price slightly above current
Watchpoints
- Negative YoY and Q/Q revenue growth
- Projected earnings drop
Past
30/100
Long-term performance is poor with extreme quarterly volatility.
Positives
- Recent 1-year price gain
Watchpoints
- 5-year return of -51.5%
- History of massive earnings surprises (negative)
Health
40/100
Stable Piotroski score but fundamentally broken balance sheet (negative equity).
Positives
- Current ratio > 2.0
Watchpoints
- Piotroski F-Score 4/9
- Negative equity
Dividend
0/100
Non-dividend paying stock.
Positives
No standout positives identified.
Watchpoints
- No dividend paid
- 0/100 strength score
Stock Price & Analyst Targets
Real-time price movements and analyst price targets
Current Price
$8.25
Analyst Target
$9.0
Upside/Downside
+9.1%
Multi-Horizon Performance vs Peers
Price momentum across 5Y → 1W horizons for IHS and closest competitors.
Updated 2026-04-28
| Company | 5Y | 3Y | 1Y | 6M | 1M | 1W |
|---|---|---|---|---|---|---|
|
IHS
IHS Holding Limited
Primary
|
-51.5% | -14.5% | +69.1% | +18.7% | +0.2% | 0.0% |
|
FCPT
Four Corners Property Trust, Inc.
Peer
|
+12.2% | +18.8% | -3.2% | +7.2% | +7.5% | -0.9% |
|
UNIT
Uniti Group Inc.
Peer
|
-11.5% | +156.3% | +54.4% | +109.3% | +50.8% | +7.3% |
|
AKR
Acadia Realty Trust
Peer
|
+58.5% | +49.7% | -8.0% | +8.6% | -3.6% | -5.0% |
|
DX
Dynex Capital, Inc.
Peer
|
+32.5% | +80.0% | +34.4% | +10.7% | +9.8% | +2.4% |
IHS
IHS Holding Limited
Primary
5Y
-51.5%
3Y
-14.5%
1Y
+69.1%
6M
+18.7%
1M
+0.2%
1W
0.0%
FCP
Four Corners Property Trust, Inc.
Peer
5Y
+12.2%
3Y
+18.8%
1Y
-3.2%
6M
+7.2%
1M
+7.5%
1W
-0.9%
UNI
Uniti Group Inc.
Peer
5Y
-11.5%
3Y
+156.3%
1Y
+54.4%
6M
+109.3%
1M
+50.8%
1W
+7.3%
AKR
Acadia Realty Trust
Peer
5Y
+58.5%
3Y
+49.7%
1Y
-8.0%
6M
+8.6%
1M
-3.6%
1W
-5.0%
DX
Dynex Capital, Inc.
Peer
5Y
+32.5%
3Y
+80.0%
1Y
+34.4%
6M
+10.7%
1M
+9.8%
1W
+2.4%
Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.
Historical Performance Trends
Long-term financial metrics and growth patterns
Revenue & Net Income
Profit & Operating Margins
Return on Equity (ROE)
Quarterly Revenue Growth
Historical data shows last 12 quarters (3 years)
Valuation Metrics
Key valuation ratios and pricing indicators
P/E Ratio
4.66
Forward P/E
41.25
PEG Ratio
N/A
P/B Ratio
-11.01
P/S Ratio
1.75
EV/Revenue
3.55
EV/EBITDA
6.42
Market Cap
$2.77B
Profitability
Profit margins and return metrics
Profit Margin
9.08%
Operating Margin
81.37%
Gross Margin
55.88%
ROE
N/A
ROA
9.4%
Growth
Revenue and earnings growth rates
Revenue Growth
-9.1%
Earnings Growth
N/A
Q/Q Revenue Growth
-41.99%
Q/Q Earnings Growth
N/A
Financial Health
Balance sheet strength and liquidity metrics
Debt/Equity
N/A
Current Ratio
2.08
Strong
Quick Ratio
0.81
Poor
Cash/Share
$2.46
Financial Statement Flow
Interactive flow visualization showing how money moves through the company Q4 2025
Revenue
$0.3B
Gross Margin
83.6%
Op. Margin
62.0%
Net Margin
-29.9%
Total Assets
$4.5B
Liabilities
$4.6B
Equity
$-0.3B
Debt/Equity
-18.22x
Operating CF
$0.2B
CapEx
$-0.1B
Free Cash Flow
$0.2B
FCF Yield
69%
Quarterly Earnings History
EPS performance vs analyst estimates
2026-05-19
$N/A
2026-03-16
$-0.23
-316.4% surprise
2025-11-12
$0.44
+230.1% surprise
2025-08-12
$0.1
+121.4% surprise
Real Estate Sector Comparison
Comparing IHS against 172 companies in the Real Estate sector
(7 bullish, 34 neutral, 131 bearish)
P/E Ratio
4.66
This Stock
vs
42.55
Sector Avg
-89.0%
(Discount)
Profit Margin
9.08%
This Stock
vs
11.01%
Sector Avg
-17.6%
(Weaker)
Revenue Growth
-9.1%
This Stock
vs
16213.78%
Sector Avg
-100.1%
(Slower)
Current Ratio
2.08
This Stock
vs
7.73
Sector Avg
-73.1%
(Weaker)
Similar Companies
Peer comparison within the same industry
| Company | AI Rating | Market Cap | P/E | ROE | Profit Margin | Price | |
|---|---|---|---|---|---|---|---|
|
IHS
IHS Holding Limited
|
BEARISH | $2.77B | 4.66 | -% | 9.1% | $8.25 | |
|
FCPT
Four Corners Property Trust, Inc.
|
BEARISH | $2.79B | 23.33 | 7.3% | 38.2% | $25.43 | Compare |
|
UNIT
Uniti Group Inc.
|
BEARISH | $2.8B | 2.41 | -% | 58.4% | $11.72 | Compare |
|
AKR
Acadia Realty Trust
|
BEARISH | $2.83B | 153.77 | -1.7% | 4.5% | $19.99 | Compare |
|
DX
Dynex Capital, Inc.
|
NEUTRAL | $2.85B | 6.49 | 11.7% | 79.5% | $13.76 | Compare |
IHS
IHS Holding Limited
BEARISH
Mkt Cap
$2.8B
P/E
4.7
ROE
-%
Price
$8.25
Recent Insider Trading
Insider buy and sell transactions from the last 6 months
| Date | Insider | Position | Transaction | Shares | Value |
|---|---|---|---|---|---|
| 2026-04-07 | HOWDEN STEPHEN J | Chief Financial Officer | Sale | 49,212 | $405,856 |
| 2026-04-07 | DARWISH SAM | Chief Executive Officer | Sale | 124,275 | $1,023,852 |
| 2026-04-07 | DARWISH MOHAMMED | Chief Executive Officer | Sale | 27,972 | $230,450 |
| 2026-04-06 | HOWDEN STEPHEN J | Chief Financial Officer | Stock Award | 94,992 | - |
| 2026-04-06 | HOWDEN STEPHEN J | Chief Financial Officer | Stock Award | 9,570 | - |
| 2026-04-06 | DARWISH SAM | Chief Executive Officer | Stock Award | 412,544 | - |
| 2026-04-06 | DARWISH SAM | Chief Executive Officer | Stock Award | 41,557 | - |
| 2026-04-06 | DARWISH MOHAMMED | Chief Executive Officer | Stock Award | 101,495 | - |
| 2026-04-06 | DARWISH MOHAMMED | Chief Executive Officer | Stock Award | 10,224 | - |
| 2026-04-06 | OYINLOLA AYOTADE | Officer | Stock Award | 87,889 | - |
| 2026-04-06 | OYINLOLA AYOTADE | Officer | Stock Award | 8,854 | - |
| 2026-04-06 | THAROO MUSTAFA | General Counsel | Stock Award | 101,495 | - |
| 2026-04-06 | THAROO MUSTAFA | General Counsel | Stock Award | 10,224 | - |
| 2026-04-06 | SAAD WILLIAM S. | Chief Operating Officer | Stock Award | 132,012 | - |
| 2026-04-06 | SAAD WILLIAM S. | Chief Operating Officer | Stock Award | 13,298 | - |
HOWDEN STEPHEN J
Chief Financial Officer
2026-04-07
49,212 shares
·
$405,856
DARWISH SAM
Chief Executive Officer
2026-04-07
124,275 shares
·
$1,023,852
DARWISH MOHAMMED
Chief Executive Officer
2026-04-07
27,972 shares
·
$230,450
HOWDEN STEPHEN J
Chief Financial Officer
2026-04-06
94,992 shares
HOWDEN STEPHEN J
Chief Financial Officer
2026-04-06
9,570 shares
DARWISH SAM
Chief Executive Officer
2026-04-06
412,544 shares
DARWISH SAM
Chief Executive Officer
2026-04-06
41,557 shares
DARWISH MOHAMMED
Chief Executive Officer
2026-04-06
101,495 shares
DARWISH MOHAMMED
Chief Executive Officer
2026-04-06
10,224 shares
OYINLOLA AYOTADE
Officer
2026-04-06
87,889 shares
OYINLOLA AYOTADE
Officer
2026-04-06
8,854 shares
THAROO MUSTAFA
General Counsel
2026-04-06
101,495 shares
THAROO MUSTAFA
General Counsel
2026-04-06
10,224 shares
SAAD WILLIAM S.
Chief Operating Officer
2026-04-06
132,012 shares
SAAD WILLIAM S.
Chief Operating Officer
2026-04-06
13,298 shares
Insider transactions can signal confidence or concerns about company prospects
SEC Filings
Recent regulatory filings from the SEC EDGAR database
Data sourced from SEC EDGAR. AI summaries generated automatically.
Wall Street Analysts
Professional analyst ratings and price targets
Consensus
NONE
5 analysts
TD Cowen
2026-02-18
Buy
Hold
Citigroup
2025-11-24
Buy
Buy
Tigress Financial
2025-11-19
Buy
Buy
JP Morgan
2025-11-14
Overweight
Underweight
Past News Coverage
Recent headlines mentioning IHS from our newsroom.
Newest → oldest
No matching news yet.