IHS Markit Ltd (INFO)
Common Stock
INFO gets a fundamental rating of 3 out of 10. The analysis compared the fundamentals against 81 industry peers in the Professional Services industry. INFO has a bad profitability rating. Also its financial health evaluation is rather negative. While showing a medium growth rate, INFO is valued expensive at the moment.
1. Profitability
1.1 Basic Checks
INFO had positive earnings in the past year.
In the past 5 years INFO has always been profitable.
INFO had a positive operating cash flow in each of the past 5 years.
1.2 Ratios
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 7.13% | ||
| ROE | 12.72% | ||
| ROIC | N/A |
ROA(3y)N/A
ROA(5y)N/A
ROE(3y)N/A
ROE(5y)N/A
ROIC(3y)N/A
ROIC(5y)N/A
1.3 Margins
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 25.42% | ||
| PM (TTM) | 25.91% | ||
| GM | N/A |
OM growth 3YN/A
OM growth 5YN/A
PM growth 3YN/A
PM growth 5YN/A
GM growth 3YN/A
GM growth 5YN/A
2. Health
2.1 Basic Checks
The number of shares outstanding for INFO has been increased compared to 1 year ago.
The debt/assets ratio for INFO has been reduced compared to a year ago.
2.2 Solvency
An Altman-Z score of 4.41 indicates that INFO is not in any danger for bankruptcy at the moment.
A Debt/Equity ratio of 0.41 indicates that INFO is not too dependend on debt financing.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.41 | ||
| Debt/FCF | N/A | ||
| Altman-Z | 4.41 |
ROIC/WACCN/A
WACCN/A
2.3 Liquidity
INFO has a Current Ratio of 0.68. This is a bad value and indicates that INFO is not financially healthy enough and could expect problems in meeting its short term obligations.
INFO has a Quick Ratio of 0.68. This is a bad value and indicates that INFO is not financially healthy enough and could expect problems in meeting its short term obligations.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 0.68 | ||
| Quick Ratio | 0.68 |
3. Growth
3.1 Past
The Earnings Per Share has grown by an nice 13.38% over the past year.
Measured over the past years, INFO shows a quite strong growth in Earnings Per Share. The EPS has been growing by 11.68% on average per year.
Looking at the last year, INFO shows a quite strong growth in Revenue. The Revenue has grown by 8.64% in the last year.
The Revenue has been growing by 33.14% on average over the past years. This is a very strong growth!
EPS 1Y (TTM)13.38%
EPS 3Y12.03%
EPS 5Y11.68%
EPS growth Q2Q18.06%
Revenue 1Y (TTM)8.64%
Revenue growth 3Y5.13%
Revenue growth 5Y33.14%
Revenue growth Q2Q6.24%
3.2 Future
Based on estimates for the next years, INFO will show a quite strong growth in Earnings Per Share. The EPS will grow by 11.88% on average per year.
INFO is expected to show a small growth in Revenue. In the coming years, the Revenue will grow by 5.41% yearly.
EPS Next Y12.41%
EPS Next 2Y11.72%
EPS Next 3Y12.33%
EPS Next 5Y11.88%
Revenue Next Year4.19%
Revenue Next 2Y5.28%
Revenue Next 3Y5.56%
Revenue Next 5Y5.41%
3.3 Evolution
The EPS growth rate is stable: in the next years the growth will be about the same than in the last years.
When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is decreasing.
4. Valuation
4.1 Price/Earnings Ratio
A Price/Earnings ratio of 33.73 indicates a quite expensive valuation of INFO.
Compared to an average S&P500 Price/Earnings ratio of 24.84, INFO is valued a bit more expensive.
Based on the Price/Forward Earnings ratio of 30.01, the valuation of INFO can be described as expensive.
INFO is valuated rather expensively when we compare the Price/Forward Earnings ratio to 21.35, which is the current average of the S&P500 Index.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 33.73 | ||
| Fwd PE | 30.01 |
4.2 Price Multiples
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | N/A | ||
| EV/EBITDA | 26.94 |
4.3 Compensation for Growth
The high PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates INFO does not grow enough to justify the current Price/Earnings ratio.
A more expensive valuation may be justified as INFO's earnings are expected to grow with 12.33% in the coming years.
PEG (NY)2.72
PEG (5Y)2.89
EPS Next 2Y11.72%
EPS Next 3Y12.33%
5. Dividend
5.1 Amount
With a yearly dividend of 0.74%, INFO is not a good candidate for dividend investing.
Compared to an average S&P500 Dividend Yield of 2.41, INFO's dividend is way lower than the S&P500 average.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 0.74% |
5.2 History
INFO has been paying a dividend for less than 5 years, so it still needs to build a track record.
Dividend Growth(5Y)N/A
Div Incr YearsN/A
Div Non Decr YearsN/A
5.3 Sustainability
INFO pays out 26.40% of its income as dividend. This is a sustainable payout ratio.
DP26.4%
EPS Next 2Y11.72%
EPS Next 3Y12.33%
IHS Markit Ltd
NYSE:INFO (2/25/2022, 7:04:00 PM)
After market: 108.16 -0.45 (-0.41%)108.61
+0.8 (+0.74%)
Chartmill FA Rating
GICS SectorIndustrials
GICS IndustryGroupCommercial & Professional Services
GICS IndustryProfessional Services
Earnings (Last)
Earnings (Next)
Inst Owners
Inst Owner Change
Ins Owners
Ins Owner Change
Market Cap43.34B
Analysts
Price Target
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 0.74% |
Dividend Growth(5Y)
DP
Div Incr Years
Div Non Decr Years
Ex-Date
Surprises & Revisions
EPS beat(2)
Avg EPS beat(2)
Min EPS beat(2)
Max EPS beat(2)
EPS beat(4)
Avg EPS beat(4)
Min EPS beat(4)
Max EPS beat(4)
EPS beat(8)
Avg EPS beat(8)
EPS beat(12)
Avg EPS beat(12)
EPS beat(16)
Avg EPS beat(16)
Revenue beat(2)
Avg Revenue beat(2)
Min Revenue beat(2)
Max Revenue beat(2)
Revenue beat(4)
Avg Revenue beat(4)
Min Revenue beat(4)
Max Revenue beat(4)
Revenue beat(8)
Avg Revenue beat(8)
Revenue beat(12)
Avg Revenue beat(12)
Revenue beat(16)
Avg Revenue beat(16)
PT rev (1m)
PT rev (3m)
EPS NQ rev (1m)
EPS NQ rev (3m)
EPS NY rev (1m)
EPS NY rev (3m)
Revenue NQ rev (1m)
Revenue NQ rev (3m)
Revenue NY rev (1m)
Revenue NY rev (3m)
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 33.73 | ||
| Fwd PE | 30.01 | ||
| P/S | |||
| P/FCF | |||
| P/OCF | |||
| P/B | |||
| P/tB | |||
| EV/EBITDA |
EPS(TTM)
EY
EPS(NY)
Fwd EY
FCF(TTM)
FCFY
OCF(TTM)
OCFY
SpS
BVpS
TBVpS
PEG (NY)2.72
PEG (5Y)2.89
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 7.13% | ||
| ROE | 12.72% | ||
| ROCE | |||
| ROIC | |||
| ROICexc | |||
| ROICexgc | |||
| OM | 25.42% | ||
| PM (TTM) | 25.91% | ||
| GM | N/A | ||
| FCFM |
ROA(3y)
ROA(5y)
ROE(3y)
ROE(5y)
ROIC(3y)
ROIC(5y)
ROICexc(3y)
ROICexc(5y)
ROICexgc(3y)
ROICexgc(5y)
ROCE(3y)
ROCE(5y)
ROICexcg growth 3Y
ROICexcg growth 5Y
ROICexc growth 3Y
ROICexc growth 5Y
OM growth 3Y
OM growth 5Y
PM growth 3Y
PM growth 5Y
GM growth 3Y
GM growth 5Y
F-Score
Asset Turnover0.28
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.41 | ||
| Debt/FCF | |||
| Debt/EBITDA | |||
| Cap/Depr | |||
| Cap/Sales | |||
| Interest Coverage | |||
| Cash Conversion | |||
| Profit Quality | |||
| Current Ratio | 0.68 | ||
| Quick Ratio | 0.68 | ||
| Altman-Z |
F-Score
WACC
ROIC/WACC
Cap/Depr(3y)
Cap/Depr(5y)
Cap/Sales(3y)
Cap/Sales(5y)
Profit Quality(3y)
Profit Quality(5y)
Growth
EPS 1Y (TTM)13.38%
EPS 3Y12.03%
EPS 5Y
EPS growth Q2Q
EPS Next Y12.41%
EPS Next 2Y
EPS Next 3Y
EPS Next 5Y
Revenue 1Y (TTM)8.64%
Revenue growth 3Y5.13%
Revenue growth 5Y
Revenue growth Q2Q
Revenue Next Year
Revenue Next 2Y
Revenue Next 3Y
Revenue Next 5Y
EBIT growth 1Y
EBIT growth 3Y
EBIT growth 5Y
EBIT Next Year
EBIT Next 3Y
EBIT Next 5Y
FCF growth 1Y
FCF growth 3Y
FCF growth 5Y
OCF growth 1Y
OCF growth 3Y
OCF growth 5Y