IHS
IHS Holding Limited
IHS trails on the overall score without a compensating advantage in the available component scores.
META
Meta Platforms, Inc.
META has the edge over IHS overall, supported by stronger modeled upside and stronger valuation.
IHS Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Strong | |
| Healthy | |
| Stable |
IHS's profitability and cash flow are currently healthy, and its revenue and balance sheet are stable.
META Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Strong | |
| Stable | |
| Healthy |
META's revenue, profitability and balance sheet are currently healthy, and its cash flow is stable.
IHS PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 5.8x | $2.32 | -72% |
| Forward | 11x | $8.41 | — |
| Fair | 16x | $6.36 | -24% |
| Expensive | 21x | $8.50 | +1.1% |
| Current | 21x | $8.41 | — |
Historical ranges are pointers, not guarantees.
IHS's PE is in its expensive range at 21x, but its recent earnings include one-off gains. On analysts' estimates for next year's earnings, today's price would be 11x, in its cheap range.
META PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 19x | $624 | — |
| Cheap | 21x | $613 | -1.7% |
| Current | 21x | $624 | — |
| Fair | 27x | $803 | +29% |
| Expensive | 32x | $934 | +50% |
Historical ranges are pointers, not guarantees.
META has the edge over IHS in the historical PE scenario, which offers more potential upside but is not a forecast.
IHS Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Decline | |
| Growth | |
| Strongly weakening | |
| Limited | |
| High |
Analysts expect IHS's revenue to grow, but its earnings and profitability to decline.
META Forward outlook
| Metric | Outlook |
|---|---|
| Improving | |
| Growth | |
| Strong growth | |
| Strongly weakening | |
| Moderate | |
| Low |
META has the edge over IHS on the outlook, with more favorable earnings expectations.
IHS Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $0.74 | +85% |
| Q2 2026 | $0.40 | +21% |
| Q1 2026 | $0.53 | +$0.66 |
| Q4 2025 | $0.41 | +$5.31 |
| Q3 2025 | $1.38 | +$8.46 |
| Q2 2025 | $0.33 | +$7.59 |
| Q1 2025 | -$0.13 | +$10.50 |
| Q4 2024 | -$4.90 | +$1.03 |
| Q3 2024 | -$7.08 | -$1.83 |
IHS has the edge over META on earnings, with more consistent year-over-year improvement.
META Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $32.16 | +9.7% |
| Q3 2026 | $29.32 | +30% |
| Q2 2026 | $26.54 | -3.7% |
| Q1 2026 | $27.50 | +7.5% |
| Q4 2025 | $23.49 | -1.6% |
| Q3 2025 | $22.58 | +6.5% |
| Q2 2025 | $27.56 | +41% |
| Q1 2025 | $25.58 | +47% |
| Q4 2024 | $23.86 | +60% |
META earned $29.32 per share over the past year, up 30% from the year before.
IHS Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q2 2026 | $428.6M | -1.1% |
| Q1 2026 | $415.4M | -5.5% |
| Q4 2025 | $254M | -42% |
| Q3 2025 | $455.1M | +8.3% |
| Q2 2025 | $433.3M | -0.5% |
| Q1 2025 | $439.6M | +5.2% |
| Q4 2024 | $437.8M | -14% |
| Q3 2024 | $420.3M | -10% |
IHS's revenue has slid since its 2023 peak: $429M last quarter, down 1.1% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q2 2026 | 19% | -15 points |
| Q1 2026 | 29% | -8.2 points |
| Q4 2025 | 61% | +13 points |
| Q3 2025 | 35% | +5.2 points |
| Q2 2025 | 34% | -0.2 points |
| Q1 2025 | 37% | +39 points |
| Q4 2024 | 48% | +17 points |
| Q3 2024 | 30% | +28 points |
IHS's operating margin was 19% last quarter, down 14 points from the same quarter a year ago.
META Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $64.6B | +26% |
| Q2 2026 | $60.8B | +28% |
| Q1 2026 | $56.3B | +33% |
| Q4 2025 | $59.9B | +24% |
| Q3 2025 | $51.2B | +26% |
| Q2 2025 | $47.5B | +22% |
| Q1 2025 | $42.3B | +16% |
| Q4 2024 | $48.4B | +21% |
META has the edge over IHS on sales, with more consistent year-over-year improvement.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 20% | -20 points |
| Q2 2026 | 31% | -12 points |
| Q1 2026 | 41% | -0.9 points |
| Q4 2025 | 41% | -7 points |
| Q3 2025 | 40% | -2.7 points |
| Q2 2025 | 43% | +5 points |
| Q1 2025 | 41% | +3.6 points |
| Q4 2024 | 48% | +7.4 points |
META has the edge over IHS on profitability, with a higher operating margin.
IHS Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q2 2026 | $112.2M | -43% |
| Q1 2026 | $159.3M | +4% |
| Q4 2025 | $87.4M | -69% |
| Q3 2025 | $189.2M | +55% |
| Q2 2025 | $197.7M | +167% |
| Q1 2025 | $153.2M | +934% |
| Q4 2024 | $282.8M | +263% |
| Q3 2024 | $122.3M | +22% |
IHS has the edge over META on cash flow, with more consistent year-over-year improvement.
META Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$1.2B | -110% |
| Q2 2026 | $1.7B | -81% |
| Q1 2026 | $13.2B | +19% |
| Q4 2025 | $14.8B | +9.3% |
| Q3 2025 | $11.2B | -32% |
| Q2 2025 | $9B | -19% |
| Q1 2025 | $11.1B | -14% |
| Q4 2024 | $13.6B | +16% |
META usually generates cash, though not every quarter: the latest was −$1.2B, but it generated $28.6B over the past year.
IHS Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.3% | +945K shares |
| 1 year | +2.5% | +8.5M shares |
| 3 years | +2.5% | +8.4M shares |
| 5 years | +4.9% | +16M shares |
| Available history | +17% | +50.5M shares |
IHS has 344M diluted shares, up 2.5% from a year ago.
| Quarter | Spent |
|---|---|
| Q2 2026 | — |
| Q1 2026 | — |
| Q4 2025 | — |
| Q4 2023 | $4.3M |
| Q3 2023 | $5.7M |
| Q3 2022 | — |
| Q2 2022 | — |
| Q1 2022 | — |
META Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.3% | +7M shares |
| 1 year | 0% | +1M shares |
| 3 years | -2.6% | -68M shares |
| 5 years | -10% | -286M shares |
| Available history | -11% | -303M shares |
META has the edge over IHS on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | — |
| Q2 2026 | — |
| Q1 2026 | — |
| Q4 2025 | — |
| Q3 2025 | $3.3B |
| Q2 2025 | $10.2B |
| Q1 2025 | $12.8B |
| Q4 2024 | — |
META hasn't bought back shares in the past year.
IHS Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q2 2026 | 2.1x | Moderate |
| Q1 2026 | 2.1x | Moderate |
| Q4 2025 | 2.2x | Moderate |
| Q3 2025 | 2.5x | Moderate |
| Q2 2025 | 2.7x | Moderate |
| Q1 2025 | 2.7x | Moderate |
| Q4 2024 | 3.3x | Elevated |
| Q3 2024 | 4.0x | Elevated |
IHS's net debt is about 2.1 years of its operating earnings (EBITDA), down from 2.7 years a year ago.
META Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 0.7x | Very low |
| Q2 2026 | 0.6x | Very low |
| Q1 2026 | 0.3x | Very low |
| Q4 2025 | 0.2x | Very low |
| Q3 2025 | 0.2x | Very low |
| Q2 2025 | 0.2x | Very low |
| Q1 2025 | 0.0x | Very low |
| Q4 2024 | -0.2x | Net Cash |
META has the edge over IHS on leverage, with a lower net debt burden relative to earnings.
IHS Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 57.6 | Neutral |
| Stochastic | 70.7 | Neutral |
IHS's weekly RSI is 58 (neutral) and its Stochastic is 71 (neutral).
META Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 48.2 | Neutral |
| Stochastic | 33.7 | Neutral |
META's weekly RSI is 48 (neutral) and its Stochastic is 34 (neutral).
IHS PE vs Communication Services Sector
| Metric | IHS | Sector median | Relative |
|---|---|---|---|
| PE | 21x | 16x | 27% above |
| PE % | 77 | 32 | 45 pts above |
IHS has the edge over META on valuation relative to its sector.
META PE vs Communication Services Sector
| Metric | META | Sector median | Relative |
|---|---|---|---|
| PE | 21x | 16x | 29% above |
| PE % | 18 | 26 | 8 pts below |
META is trading at 21x earnings, a 29% premium to the Communication Services sector's median of 16x.
IHS Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $8.42 | 0.1% below |
| 20 week MA | $8.36 | 0.6% above |
| 50 week MA | $8.15 | 3.2% above |
| 100 week MA | $6.80 | 24% above |
| 200 week MA | $6.00 | 40% above |
IHS has the edge over META on trend strength, trading above more of its moving averages.
META Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $674.9 | 7.6% below |
| 20 week MA | $634.5 | 1.7% below |
| 50 week MA | $630.8 | 1.1% below |
| 100 week MA | $647.8 | 3.7% below |
| 200 week MA | $517.5 | 21% above |
META has fallen below most of its moving averages, though it's still 21% above its 200-week average.
IHS Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2021 | $16.7 | $14.3 | -14% |
| 2022 | $14.3 | $5.97 | -58% |
| 2023 | $5.97 | $4.60 | -23% |
| 2024 | $4.60 | $3.00 | -35% |
| 2025 | $3.00 | $7.28 | +143% |
| 2026 YTD | $7.28 | $8.41 | +16% |
IHS has the edge over META on returns for 2026, with the stronger performance.
META Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $208.1 | $267.4 | +28% |
| 2021 | $267.4 | $335.2 | +25% |
| 2022 | $335.2 | $118.0 | -65% |
| 2023 | $118.0 | $354.0 | +200% |
| 2024 | $354.0 | $599.8 | +69% |
| 2025 | $599.8 | $663.3 | +11% |
| 2026 YTD | $663.3 | $623.6 | -6% |
META's yearly returns have swung widely, from +200% in 2023 to −65% in 2022. It's down 6% so far in 2026.