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103.72 (1y: +1%)
Market Cap 6.83 B P/E(ttm) 43.40
Enterprise Value 7.56 B P/B 4.30
IHS- NYSE (USA)
IHS, Inc.
  • Currently 3.5/5
Business Predictability Rank: 3.5-Star
Back Testing Results:
Average gain of all 3.5-Star stocks: 9.3% per year.
% of Stocks that are in still loss if held for 10yrs: 9%.
Read more:
What is Predictability Rank?
Performances of real portfolio
Top Ranked Predictable Companies
$103.72
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GuruFocus Financial Strength Rank measures how strong a companyย’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 5/10

vs
industry		 vs
history
Cash to Debt 0.325
IHS's Cash to Debt is ranked lower than
80% of the 614 Companies
in the Global Business Services industry.

( Industry Median: 3.79 vs. IHS: 0.325 )
IHS' s 10-Year Cash to Debt Range
Min: 0.29   Max: No Debt
Current: 0.33
Equity to Asset -0.262
IHS's Equity to Asset is ranked lower than
208333% of the 480 Companies
in the Global Business Services industry.

( Industry Median: 0.50 vs. IHS: -0.262 )
IHS' s 10-Year Equity to Asset Range
Min: -0.28   Max: 0.45
Current: -0.26
-0.28
0.45
Interest Coverage 10.6
IHS's Interest Coverage is ranked lower than
67% of the 497 Companies
in the Global Business Services industry.

( Industry Median: 44.50 vs. IHS: 10.6 )
IHS' s 10-Year Interest Coverage Range
Min: 1   Max: No Debt
Current: 10.6
F-Score: 5
Z-Score: 3.02
M-Score: -2.9
GuruFocus Profitability Rank ranks how profitable a company is and how likely the companyย’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
ย•ย•3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rankย•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 7/10

vs
industry		 vs
history
Operating margin (%) 13.50
IHS's Operating margin (%) is ranked higher than
67% of the 495 Companies
in the Global Business Services industry.

( Industry Median: 9.30 vs. IHS: 13.50 )
IHS' s 10-Year Operating margin (%) Range
Min: -0.6   Max: 19.2
Current: 13.5
-0.6
19.2
Net-margin (%) 10.3
IHS's Net-margin (%) is ranked higher than
68% of the 475 Companies
in the Global Business Services industry.

( Industry Median: 6.00 vs. IHS: 10.3 )
IHS' s 10-Year Net-margin (%) Range
Min: -2.2   Max: 15.5
Current: 10.3
-2.2
15.5
ROE (%) 10
IHS's ROE (%) is ranked lower than
57% of the 465 Companies
in the Global Business Services industry.

( Industry Median: 11.30 vs. IHS: 10 )
IHS' s 10-Year ROE (%) Range
Min: -3.8   Max: 14.6
Current: 10
-3.8
14.6
ROA (%) 4.5
IHS's ROA (%) is ranked lower than
60% of the 472 Companies
in the Global Business Services industry.

( Industry Median: 5.50 vs. IHS: 4.5 )
IHS' s 10-Year ROA (%) Range
Min: -1.5   Max: 8.1
Current: 4.5
-1.5
8.1
Revenue Growth (%) 10.9
IHS's Revenue Growth (%) is ranked higher than
70% of the 287 Companies
in the Global Business Services industry.

( Industry Median: 5.90 vs. IHS: 10.9 )
IHS' s 10-Year Revenue Growth (%) Range
Min: -9.6   Max: 18.3
Current: 10.9
-9.6
18.3
EBITDA Growth (%) 8.1
IHS's EBITDA Growth (%) is ranked lower than
58% of the 224 Companies
in the Global Business Services industry.

( Industry Median: 9.70 vs. IHS: 8.1 )
IHS' s 10-Year EBITDA Growth (%) Range
Min: 0.2   Max: 83.8
Current: 8.1
0.2
83.8
EPS Growth (%) 2.9
IHS's EPS Growth (%) is ranked lower than
90% of the 190 Companies
in the Global Business Services industry.

( Industry Median: 11.60 vs. IHS: 2.9 )
IHS' s 10-Year EPS Growth (%) Range
Min: 2.9   Max: 117.1
Current: 2.9
2.9
117.1
ยป IHS's 10-Y Financials

Financials


Revenue & Net Income
Cash & Debt
Oprt. Cash Flow & Free Cash Flow

» Details

Guru Trades
Q2 2012

IHS Guru Trades in Q2 2012

Bruce Kovner 35,000 sh (New)
Steven Cohen 24,800 sh (+674.03%)
Ron Baron 465,257 sh (+8.32%)
Pioneer Investments 67,900 sh (unchged)
Jeremy Grantham Sold Out
» More
Q3 2012

IHS Guru Trades in Q3 2012

Steven Cohen 48,810 sh (+96.81%)
Ron Baron 642,174 sh (+38.03%)
Bruce Kovner Sold Out
Pioneer Investments 15,300 sh (-77.47%)
» More
Q4 2012

IHS Guru Trades in Q4 2012

John Griffin 1,680,000 sh (New)
Ron Baron 737,901 sh (+14.91%)
Pioneer Investments Sold Out
Steven Cohen 11,619 sh (-76.2%)
» More
Q1 2013

IHS Guru Trades in Q1 2013

Steven Cohen 52,353 sh (+350.58%)
John Griffin 1,680,000 sh (unchged)
Ron Baron 702,093 sh (-4.85%)
» More
» Details

Insider Trades

Latest Guru Trades with IHS

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
John Griffin 2012-12-31 New Buy2.2%$84.39 - $97.56 $ 103.7214%1680000
Ron Baron 2012-09-30 Add 38.03%0.11%$91.36 - $118.63 $ 103.72-5%642174
Premium More recent guru trades are included for Premium Members only!!

Top Ranked Articles about IHS, Inc.

CEO of IHS Inc. Jerre Stead Sold 54,710 Shares
July 12, 2012
CEO and Chairman of the Board of IHS Inc. (IHS) Jerre L. Stead sold 54,710 shares on 07/10/2012 at an average price of $105.19. The total transaction amount was $5,754,945. IHS Inc. is one of the global providers of critical technical information, decision-support tools and related services to customers in a number of industries including energy, defense, aerospace, construction, electronics and automotive through two operating segments, Engineering and Energy. IHS Inc. has a market cap of $7.05 billion; its shares were traded at around $103.91 with a P/E ratio of 41.9 and P/S ratio of 5.3. The company had an annual average earnings growth of 15.8% over the past five years. Read more...

Ratios

vs
industry		 vs
history
P/E(ttm) 43.40
IHS's P/E(ttm) is ranked lower than
86% of the 495 Companies
in the Global Business Services industry.

( Industry Median: 18.70 vs. IHS: 43.40 )
IHS' s 10-Year P/E(ttm) Range
Min: 20.68   Max: 57.34
Current: 43.4
20.68
57.34
P/B 4.30
IHS's P/B is ranked lower than
82% of the 591 Companies
in the Global Business Services industry.

( Industry Median: 1.90 vs. IHS: 4.30 )
IHS' s 10-Year P/B Range
Min: 2.5   Max: 6.39
Current: 4.3
2.5
6.39
P/S 4.41
IHS's P/S is ranked lower than
86% of the 621 Companies
in the Global Business Services industry.

( Industry Median: 1.08 vs. IHS: 4.41 )
IHS' s 10-Year P/S Range
Min: 2.24   Max: 7.56
Current: 4.41
2.24
7.56
PFCF 20.30
IHS's PFCF is ranked lower than
60% of the 457 Companies
in the Global Business Services industry.

( Industry Median: 16.20 vs. IHS: 20.30 )
IHS' s 10-Year PFCF Range
Min: 12.48   Max: 45.45
Current: 20.3
12.48
45.45
EV-to-EBIT 35.7
IHS's EV-to-EBIT is ranked lower than
85% of the 527 Companies
in the Global Business Services industry.

( Industry Median: 13.83 vs. IHS: 35.7 )
IHS' s 10-Year EV-to-EBIT Range
Min: 15.6   Max: 47.4
Current: 35.7
15.6
47.4
PEG 3.3
IHS's PEG is ranked lower than
68% of the 202 Companies
in the Global Business Services industry.

( Industry Median: 1.88 vs. IHS: 3.3 )
IHS' s 10-Year PEG Range
Min: 0.88   Max: 3.3
Current: 3.3
0.88
3.3
Shiller P/E 49.8
IHS's Shiller P/E is ranked lower than
100% of the Companies
in the Global Business Services industry.

( Industry Median: vs. IHS: 49.8 )
IHS' s 10-Year Shiller P/E Range
Min: 39.16   Max: 60.22
Current: 49.8
39.16
60.22

Valuation & Return

vs
industry		 vs
history
Price/Net Current Asset Value 25.2
IHS's Price/Net Current Asset Value is ranked lower than
69% of the 405 Companies
in the Global Business Services industry.

( Industry Median: 11.50 vs. IHS: 25.2 )
IHS' s 10-Year Price/Net Current Asset Value Range
Min: 13.4   Max: 40.8
Current: 25.2
13.4
40.8
Price/DCF (Projected) 1.5
IHS's Price/DCF (Projected) is ranked lower than
64% of the 254 Companies
in the Global Business Services industry.

( Industry Median: 1.20 vs. IHS: 1.5 )
IHS' s 10-Year Price/DCF (Projected) Range
Min: 1.4   Max: 1.5
Current: 1.5
1.4
1.5
Price/Median PS Value 1
IHS's Price/Median PS Value is ranked higher than
60% of the 595 Companies
in the Global Business Services industry.

( Industry Median: 1.10 vs. IHS: 1 )
IHS' s 10-Year Price/Median PS Value Range
Min: 0.6   Max: 1.7
Current: 1
0.6
1.7
Price/Peter Lynch Fair Value 2.6
IHS's Price/Peter Lynch Fair Value is ranked lower than
78% of the 110 Companies
in the Global Business Services industry.

( Industry Median: 1.40 vs. IHS: 2.6 )
IHS' s 10-Year Price/Peter Lynch Fair Value Range
Min: 1.3   Max: 2.2
Current: 2.6
1.3
2.2
Earnings Yield (Greenblatt) 2.80
IHS's Earnings Yield (Greenblatt) is ranked lower than
85% of the 522 Companies
in the Global Business Services industry.

( Industry Median: 7.30 vs. IHS: 2.80 )
IHS' s 10-Year Earnings Yield (Greenblatt) Range
Min: 2.1   Max: 6.4
Current: 2.8
2.1
6.4
Forward Rate of Return (Yacktman) 19.53
IHS's Forward Rate of Return (Yacktman) is ranked higher than
75% of the 235 Companies
in the Global Business Services industry.

( Industry Median: 10.19 vs. IHS: 19.53 )
IHS' s 10-Year Forward Rate of Return (Yacktman) Range
Min: 19.8   Max: 35
Current: 19.53
19.8
35

Business Description

IHS Inc. was incorporated in the state of Delaware in 1994 and completed its initial public offering on November 16, 2005. IHS is a source of information and insight in critical areas that shape the business landscape, including energy and power; design and supply chain; defense, risk and security; environment, health, and safety (EHS) and sustainability; country and industry forecasting; and commodities, pricing, and cost. The Company creates customer solutions by integrating its information with proprietary and widely used decision-support technology on scalable platforms, thus producing critical information solutions designed to meet customer needs. Its product development teams have also created proprietary web services and application interfaces that enhance access to its information. These services allow its customers to integrate the information with other data, business processes and applications (e.g., computer-aided design, enterprise resource planning, supply chain management, and product data/lifecycle management). The Company converts raw data into information through a series of transformational steps that reduce the uncertainty that is inherent in unrefined data. Its sales teams are organized to support three geographic segments: Americas, EMEA, and APAC. The Company's marketing teams are organized at the corporate, regional, and product levels. Its corporate team provides marketing infrastructure and tools to support increasing scale, drives alignment of its messaging strategy and value story across the business, and strategizes on new ways to reach customers through emerging social and online marketing vehicles. The Company sells its products to various government agencies and entities. The Company sells its offerings primarily through subscriptions, which tend to generate recurring revenue and cash flow for it. The Company's subscriptions are usually for one-year periods and have historically seen high renewal rates. Subscriptions are generally paid in full within one or two months after the subscription period commences; as a result, the timing of its cash flows generally precedes the recognition of revenue and income. The Company's critical information offerings compete with offerings from DrillingInfo, Inc., TGS-NOPEC Geophysical Company, Wood Mackenzie, Ltd., and Deloitte Touche Tohmatsu Limited, among others. The Company's Energy consulting and advisory services compete with the Energy practices of Accenture, Deloitte, and Wood Mackenzie, Ltd., among others. The Company's geosciences software competes with products from Schlumberger Limited, Halliburton, LMKR, and Paradigm Ltd., among others. Other competitors of the Company are McGraw-Hill, Gannett, Forecast International, and Control Risks Group, SAP and Verisk, Economist Intelligence Unit and Moody's Corporation.
Company Website
SEC Reports
Industry: Business Services
Compare:ADP, G, ENV, CMPGY, SGSOY
Traded in other countries:IG5.Germany
ยป More Articles for IHS

Headlines

Articles On GuruFocus.com
Weekly Top Insider Buys: AMAT, AA, IHS, AGCO, GEL Oct 15 2012 
Thomson Reuters (TRI) - Dividend Idea of the Week with 4.4% Dividend-Yield and 31.76% Upside Oct 07 2012 
CEO of IHS Inc. Jerre Stead Sold 54,710 Shares Jul 12 2012 
Baron Funds' First Quarter Letter from Linda Martinson May 24 2012 
Gartner, an IT Research Jewel Oct 20 2011 
IHS Inc. (IHS) President and COO Jeffrey R Tarr sells 17,700 Shares Sep 29 2010 
IHS Inc. (IHS) Executive VP & CFO Michael J Sullivan sells 22,000 Shares Sep 29 2010 
IHS Inc. (IHS) President and COO Jeffrey R Tarr sells 16,593 Shares Jul 27 2010 
IHS Inc. (IHS) President and COO Jeffrey R Tarr sells 7,500 Shares Mar 23 2010 
IHS Inc. (IHS) President and COO Jeffrey R Tarr sells 7,500 Shares Jan 14 2010 

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