Compass Inc (COMP)vsIHS Holding Ltd (IHS)
COMP
Compass Inc
$10.08
-3.82%
REAL ESTATE · Cap: $7.78B
IHS
IHS Holding Ltd
$8.42
-0.36%
REAL ESTATE · Cap: $2.86B
Smart Verdict
WallStSmart Research — data-driven comparison
Compass Inc generates 541% more annual revenue ($10.56B vs $1.65B). IHS leads profitability with a 8.6% profit margin vs 0.6%. IHS trades at a lower P/E of 5.2x. IHS earns a higher WallStSmart Score of 59/100 (C).
COMP
Buy57
out of 100
Grade: C
IHS
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-44.7%
Fair Value
$7.74
Current Price
$10.08
$2.34 premium
Margin of Safety
-75.8%
Fair Value
$4.80
Current Price
$8.42
$3.62 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 109.0% year-over-year
Earnings expanding 60.3% YoY
Reasonable price relative to book value
Attractively priced relative to earnings
Earnings expanding 144.8% YoY
Conservative balance sheet, low leverage
Strong operational efficiency at 20.5%
Areas to Watch
ROE of 0.5% — below average capital efficiency
0.6% margin — thin
Operating margin of 3.8%
Elevated debt levels
ROE of -6380.0% — below average capital efficiency
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : COMP
The strongest argument for COMP centers on Revenue Growth, EPS Growth, Price/Book. Revenue growth of 109.0% demonstrates continued momentum.
Bull Case : IHS
The strongest argument for IHS centers on P/E Ratio, EPS Growth, Debt/Equity. Revenue growth of 10.4% demonstrates continued momentum.
Bear Case : COMP
The primary concerns for COMP are Return on Equity, Profit Margin, Operating Margin. A P/E of 168.8x leaves little room for execution misses. Thin 0.6% margins leave little buffer for downturns.
Bear Case : IHS
The primary concerns for IHS are Return on Equity, Altman Z-Score.
Key Dynamics to Monitor
COMP profiles as a hypergrowth stock while IHS is a value play — different risk/reward profiles.
COMP carries more volatility with a beta of 2.33 — expect wider price swings.
COMP is growing revenue faster at 109.0% — sustainability is the question.
COMP generates stronger free cash flow (180M), providing more financial flexibility.
Bottom Line
IHS scores higher overall (59/100 vs 57/100) and 10.4% revenue growth. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Compass Inc
REAL ESTATE · REAL ESTATE SERVICES · USA
Urban Compass, Inc., which is Compass, is a real estate brokerage company. The company is headquartered in New York, New York.
IHS Holding Ltd
REAL ESTATE · REAL ESTATE SERVICES · USA
IHS Holding Limited owns, operates and develops shared telecommunications infrastructure in Africa, Latin America, Europe and the Middle East. The company is headquartered in London, the United Kingdom.
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