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Company Analysis

IHS Holding Limited IHS

A comprehensive view of key metrics, scores, and financial health for IHS Holding Limited

Overview of IHS Holding Limited

IHS NYQ
Communication Services Telecom Services Framework: General Corporate Mid Cap
IHS Holding Limited (IHS), is a Mid Cap company, in the Telecom Services industry, last closed at $8.48, about 27.5% undervalued vs fair value, +32.3% 1Y return, ranked 166/271 in sector.
Metrics P/E 17.8× Rev Growth 3.6% ROE -39.6% Gross Margin 55.4% Div Yield 0.00%
USD 8.48
0.24%
(Delayed)
• Vol 90d: 7.2%
52-Week Range
Market Cap
$2.85B
Enterprise Value
$4.89B
Overall Score
View breakdown
Overall
Growth
Weak
Profitability
Fair
Health
Fair
Efficiency
Fair
Valuation
Weak
Growth
Weak
Profitability
Fair
Health
Fair
Efficiency
Fair
Valuation
Weak
Completeness: 100%
Confidence: 97%
Updated: Oct 31
Top Beats

Quick Facts

Website https://www.ihstowers.com
HQ London
Employees 2,864
Fiscal year Dec 31

Next Events

Earnings Nov 10 Estimated

Fair Value Snapshot

Bear Base Bull
$10
$11
$12
Current: $8.48 +28% vs base

Engine Room Money Flow™

Mid Cap

Corporate Free Cash Flow - Where revenue goes and how value is created

Flow Steps
Revenue
$1.6B
3.6%%
Gross Profit
$876.6M
10.5%%
Operating Income
$821.4M
36%%
Net Income
$143.6M
108.8%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Corporate Free Cash Flow

Quality & Reliability Indicators

Cash Conversion Ratio FY2025
476.4%
Excellent

Operating Cash Flow / Net Income

FCF / Net Income - measures how well earnings convert to cash

Locked Metric
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Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Combined dividends, buybacks, and debt reduction

$232.5M
34.0% of FCF

Where It Leaks

Cash Flow Health some concerns
Moderate efficiency issues detected. Review active leaks below for improvement areas.
3
Active Leaks
2/3
Improving
0
High Impact
0
Critical
Locked Leak
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Locked Leak
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Moat Analysis Corporate Default

Competitive Advantage Assessment

Evaluating IHS Holding Limited's durable competitive advantages across 6 defense dimensions

Overall Moat Strength
71
/100
Moderate
Scores based on quantitative metrics and qualitative factors
Full moat analysis

Key strengths

  • Cost Leadership Position Operating margin at 98.2th percentile with strong OpEx control demonstrates cost leadership.
  • Consistent Cash Generation Cash generation is strong and consistent (score 0.97).

Key risks

  • Commodity Pressure / Weak Differentiation Gross margin at 31.6th percentile with high volatility suggests weak pricing power or commoditized products.
  • Revenue Volatility Signals Weak Stickiness Revenue volatility is high (stability score 0.34), suggesting weak customer stickiness.

The dashed ring is the peer median. Defense scores are percentile ranks against peers, so 50 is roughly the typical company in this group.

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Pricing Power

Moderate
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Signals, strengths and risks for Pricing Power

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Signals, strengths and risks for Cost Advantage

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Signals, strengths and risks for Customer Stickiness

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Signals, strengths and risks for Capital Efficiency

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Signals, strengths and risks for Resilience

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Signals, strengths and risks for Scale & Market Position

Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

vs Industry Peers 87% Coverage
Trade-Off Triangle Visualization A ternary plot showing IHS's balance between Growth (27.2%), Profitability (45.0%), and Safety (27.8%). Growth 27% Safety 28% Profitability 45%

Click axes to expand details. Marker shows current allocation.

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Growth

55th percentile vs peers
56
Key Signals
EPS Growth YoY 1.09 88p Rev Growth YoY 3.6% 49p TSR 1.55 96p Revenue CAGR 3Y -6.9% 20p
Strengths
  • EPS Growth YoY in top 20% of peers (1.09, 88th percentile)
  • Superior capital returns - 2 return metrics above peer median
  • TSR in top 20% of peers (1.55, 96th percentile)
  • Operating Margin in top 20% of peers (51.9%, 99th percentile)
Risks

No significant risks identified for this axis.

Profitability

91th percentile vs peers
92
Key Signals
Strengths
Risks
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Safety

56th percentile vs peers
57
Key Signals
Strengths
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Two Futures

Scenario-based fair value ranges for IHS Holding Limited.

Loading valuation model...
Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

  • Recently listed companies (IPOs, SPACs)
  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
-
- - -
- upside
-
Base
$10.81
- - -
+27.5% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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