IHS Holding (IHS) Fair Value & Analysis
Real Estate · US · Market cap $2.8B
IHS Holding
IHS · US
Fair value as of: Jul 12, 2026
From 21 valuation models · updated 29 days ago
Share price +2.6% over the past month.
A solid business, but screening 13% overvalued on our models.
What matters now
- Solid but not exceptional quality (59/100) and above fair value, neither a clear bargain nor a standout compounder.
- As a real-estate business, asset- and dividend-based methods carry more weight here than a standard DCF.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 12, 2026.
How to read this chart
58‑month range $2.38 – $17.43 · fair‑value band $5.85 – $9.06 · the $8.35 price screens above the $7.25 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 12, 2026.
Analysis
IHS Holding (IHS) currently trades at $8.35, while our model-based Fair Value estimate is $7.25, implying the stock looks roughly 13.2% overvalued today. The Quality Score stands at 59/100 (solid quality), in the Real Estate sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: medium).
Over the trailing twelve months, IHS Holding generated revenue of $1.6B at a net margin of 11.6%. Revenue grew 5.9% year over year. Net debt stands at $2.7B. The stock trades on a trailing P/E of 4.6. Fundamentals as of Jul 12, 2026
Our scenario range runs from $5.85 (bear case) to $9.06 (bull case); at $8.35, the current price sits within that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 7% below its 52-week high and 55% above its 52-week low, currently above its 200-day average. For context, the median of 10 Real Estate peers we cover trades at -2% fair-value upside, at -13%, IHS screens richer than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 21 models by family
Widest divergence: DCF Models ($8.42) versus Earnings-Based ($2.94). Highest evidence: Growth DCF (80).
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 12, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 57 · Market factors (momentum, volatility) 62
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
IHS Holding Limited, together with its subsidiaries, develops, owns, and operates shared communications infrastructure in Nigeria, Cameroon, Côte d'Ivoire, South Africa, and Zambia.
Full company description
IHS Holding Limited, together with its subsidiaries, develops, owns, and operates shared communications infrastructure in Nigeria, Cameroon, Côte d'Ivoire, South Africa, and Zambia. The company offers colocation and lease amendment services, which allows customers to lease space on existing towers alongside current tenants, install additional equipment on a tower, and request for ancillary services; build-to-suit sites; in-building solutions and distributed antenna systems, which allows customers to lease space in secure locations within large building complexes, such as shopping malls, stadiums, and airports; non-intrusive small cell installation services on commercial premises, lampposts, and poles; fiber-to-the-tower connectivity services; rural telephony services; and managed services, including maintenance, security, and power supply services. It serves communication service providers, mobile network operators, internet service providers, broadcasters, security functions, and private corporations. IHS Holding Limited was founded in 2001 and is based in London, the United Kingdom.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
IHS Holding reported revenue of $1.6B in FY2025 versus $1.6B in FY2021, a compound +0.0%/yr. Reported net income was $144M in FY2025.
IHS screens 13% overvalued. Compare with Vingroup Joint Stock Company →
Earlier news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- Assessing IHS Holding (NYSE:IHS) Valuation After Recent Trading Highlights Revenue Base And Growth Expectations
- IHS Towers Publishes 2025 Sustainability Report
- Why This Fund Made a $35 Million Bet on IHS Towers During a Major Shakeup
- Assessing IHS Holding (IHS) Valuation After Strong First Quarter 2026 Earnings Performance
Peer Group
Real Estate Services · 521 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Real Estate Services median · lower = cheaper
Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
PAST 0: with negative equity (buybacks among others) return on equity is not meaningfully computable.
Insider activity: 42/100
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Real Estate Services stocks, each showing price versus our Fair Value estimate (as of Jul 12, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Vingroup Joint Stock Company VIC | 223,000 VND | 25,731 VND | -88% |
| KE Holdings 2423 | HK$44.76 | HK$18.03 | -60% |
| Swire Properties Limited 1972 | HK$23.90 | HK$18.75 | -22% |
| Plaza S.A MALLPLAZA | 3,725 CLP | 5,571 CLP | +50% |
| SAGAA SAGAA | kr 170.00 | kr 75.55 | -56% |
| Cencosud Shopping S.A CENCOMALLS | 2,324 CLP | 2,976 CLP | +28% |
| PT Sarana Menara Nusantara Tbk. owns and TOWR | 372.00 IDR | 1,208 IDR | +225% |
| PT Metropolitan Kentjana Tbk MKPI | 20,975 IDR | 19,160 IDR | -9% |
| PT Bangun Kosambi Sukses Tbk, CBDK | 3,530 IDR | 3,464 IDR | -2% |
| IRSA Inversiones y Representaciones Sociedad Anónima, IRSA | 2,495 ARS | 3,998 ARS | +60% |
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Frequently asked questions
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
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