IHS
IHS Holding Limited
IHS trails on the overall score without a compensating advantage in the available component scores.
VZ
Verizon Communications Inc.
VZ has the edge over IHS overall, supported by lower modeled downside and stronger modeled upside.
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.
VZ Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Healthy | |
| Strong | |
| Under pressure |
VZ's profitability and cash flow are currently healthy, and its revenue is stable, but its balance sheet is under pressure.
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.
VZ PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 8.3x | $32.43 | -30% |
| Forward | 9x | $46.55 | — |
| Fair | 11x | $43.63 | -6.3% |
| Current | 12x | $46.55 | — |
| Expensive | 14x | $56.75 | +22% |
Historical ranges are pointers, not guarantees.
VZ 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.
VZ Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Growth | |
| Stable | |
| Improving | |
| Limited | |
| High |
Analysts expect VZ's earnings to grow and its profitability to improve, with its revenue holding steady.
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 VZ on earnings, with more consistent year-over-year improvement.
VZ Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $5.19 | +32% |
| Q3 2026 | $3.93 | -16% |
| Q2 2026 | $3.85 | -10% |
| Q1 2026 | $4.11 | -2.1% |
| Q4 2025 | $4.06 | -1.9% |
| Q3 2025 | $4.68 | +103% |
| Q2 2025 | $4.29 | +61% |
| Q1 2025 | $4.20 | +57% |
| Q4 2024 | $4.14 | +51% |
VZ's earnings per share have fallen from their peak: $3.93 over the past year, against $5.34 in late 2021.
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.
VZ Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $34.3B | +1.5% |
| Q2 2026 | $34.3B | -0.7% |
| Q1 2026 | $34.4B | +2.9% |
| Q4 2025 | $36.4B | +2% |
| Q3 2025 | $33.8B | +1.5% |
| Q2 2025 | $34.5B | +5.2% |
| Q1 2025 | $33.5B | +1.5% |
| Q4 2024 | $35.7B | +1.6% |
VZ has the edge over IHS on sales, with more consistent year-over-year improvement.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 25% | +1.3 points |
| Q2 2026 | 21% | -2.7 points |
| Q1 2026 | 24% | +0.1 points |
| Q4 2025 | 14% | -7.1 points |
| Q3 2025 | 24% | +6.2 points |
| Q2 2025 | 24% | -0.2 points |
| Q1 2025 | 24% | +1 points |
| Q4 2024 | 21% | +19 points |
VZ 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 VZ on cash flow, with stronger typical year-over-year growth.
VZ Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $11.5B | +2.2% |
| Q2 2026 | $10.4B | +16% |
| Q1 2026 | $8B | +2.6% |
| Q4 2025 | $9.1B | -13% |
| Q3 2025 | $11.3B | +14% |
| Q2 2025 | $9B | -5.4% |
| Q1 2025 | $7.8B | +9.9% |
| Q4 2024 | $10.4B | +20% |
VZ's free cash flow has been positive every quarter for seven years: $39B over the past year, up 1.5% from the year before.
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 | — |
VZ Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.2% | -10M shares |
| 1 year | -1.7% | -72M shares |
| 3 years | -1.3% | -55M shares |
| 5 years | +0.4% | +17M shares |
| Available history | +0.5% | +21M shares |
VZ has the edge over IHS on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $500M |
| Q2 2026 | $1B |
| Q1 2026 | $2.5B |
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 has the edge over VZ on leverage, with a lower net debt burden relative to earnings.
VZ Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 3.3x | Elevated |
| Q2 2026 | 3.4x | Elevated |
| Q1 2026 | 3.4x | Elevated |
| Q4 2025 | 2.9x | Moderate |
| Q3 2025 | 2.8x | Moderate |
| Q2 2025 | 3.0x | Moderate |
| Q1 2025 | 3.0x | Elevated |
| Q4 2024 | 3.0x | Elevated |
VZ's net debt is about 3.3 years of its operating earnings (EBITDA), up from 2.8 years a year ago.
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).
VZ Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 50.9 | Neutral |
| Stochastic | 44.6 | Neutral |
VZ's weekly RSI is 51 (neutral) and its Stochastic is 45 (neutral).
IHS PE vs Communication Services Sector
| Metric | IHS | Sector median | Relative |
|---|---|---|---|
| PE | 21x | 16x | 27% above |
| PE % | 77 | 32 | 45 pts above |
IHS is trading at 21x earnings, a 27% premium to the Communication Services sector's median of 16x, though its recent earnings include one-off gains.
VZ PE vs Communication Services Sector
| Metric | VZ | Sector median | Relative |
|---|---|---|---|
| PE | 12x | 16x | 28% below |
| PE % | 58 | 26 | 32 pts above |
VZ has the edge over IHS on valuation relative to its sector.
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's trend is up, with a small recent dip: it's below only its 8-week average, and 40% above its 200-week average.
VZ Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $45.1 | 3.1% above |
| 20 week MA | $46.3 | 0.5% above |
| 50 week MA | $46.1 | 1.1% above |
| 100 week MA | $44.2 | 5.4% above |
| 200 week MA | $41.4 | 12% above |
VZ has the edge over IHS on trend strength, trading above more of its moving averages.
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 VZ on returns for 2026, with the stronger performance.
VZ Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $61.5 | $58.8 | -4.4% |
| 2021 | $58.8 | $52.7 | -10% |
| 2022 | $52.7 | $38.4 | -27% |
| 2023 | $38.4 | $37.7 | -1.8% |
| 2024 | $37.7 | $39.9 | +5.9% |
| 2025 | $39.9 | $40.5 | +1.4% |
| 2026 YTD | $40.5 | $46.6 | +15% |
VZ has finished lower in four of the last six years. It's up 15% so far in 2026.