IHS Holding Limited (IHS) vs IRSA Inversiones Y Representaciones S.A. (IRS)

IHS Holding Limited and IRSA Inversiones Y Representaciones S.A. are both Real Estate Services companies. IHS Holding Limited is the larger, with a market value of $2.9B against $1.3B — 2.3× the size. IRSA Inversiones Y Representaciones S.A. trades at the lower P/E: 3.9× against 20.1×. IHS Holding Limited grew revenue faster over the last twelve months: 13.2% against −28.3%. IRSA Inversiones Y Representaciones S.A. has the higher net margin (67.7% vs 8.63%) and the lower return on invested capital (12.8% vs 20.2%). Across the 21 metrics below, IRSA Inversiones Y Representaciones S.A. leads on 12 and IHS Holding Limited on 9.

Valuation

Metric IHS IRS Real Estate Services median
P/E 20.07 3.89 16.25
P/S 1.50 2.40 1.12
P/B n/m 0.79 1.32
Price to free cash flow 3.83 6.72 13.29
EV/EBITDA 5.68 3.88 10.22
EV/Sales 2.93 2.91 1.16
Earnings yield 4.98% 25.69% 0.99%
Free cash flow yield 26.10% 14.89% (0.97%)

Profitability

Metric IHS IRS Real Estate Services median
Gross margin 53.48% 61.70% 26.81%
Operating margin 42.57% 72.76% 0.00%
Net margin 8.63% 67.67% 0.11%
Free cash flow margin 39.22% 35.72% 0.00%
Return on equity (101.14%) 23.52% 0.94%
Return on assets 3.21% 11.05% 0.00%
Return on invested capital 20.20% 12.83% 0.00%

Growth

Metric IHS IRS Real Estate Services median
Revenue growth (TTM) 13.15% (28.32%) 4.33%
EPS growth (last fiscal year) 108.57% 337.64% —
Revenue growth, 5-year CAGR 2.43% (21.87%) 4.05%
Net income growth, 5-year CAGR 0.00% (4.00%) 0.00%

Health

Metric IHS IRS Real Estate Services median
Debt to equity (18.75) 0.44 0.08
Current ratio 1.93 2.94 1.95
Net debt to EBITDA 2.19 1.18 0.54

Dividend

Metric IHS IRS Real Estate Services median
Dividend yield — 0.00% 1.33%
Payout ratio 0.00 0.07 0.00

Size

Metric IHS IRS Real Estate Services median
Market cap 2.85b 1.25b 218.52m

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