Compass Inc (COMP) is overvalued and IHS Holding Ltd (IHS) is undervalued.
Against our estimates of intrinsic value, IHS trades at the wider discount: a margin of safety of +79%, against -21% for COMP.
Values as of the 19 Oct 2026 close.
A 0.9x revenue multiple, discounted for its losses, values the shares at $7.43; the price of $9.01 is 21% above that value.
Leak Score 22/100 on 9 of 12 signals
Discounting its cash flows at 7.4% (average of 3 methods) values the shares at $40.18; the price of $8.43 is 79% below that value, and 82% of that value comes from beyond year five.
Leak Score 88/100 on 9 of 12 signals
| Metric | COMP | IHS |
|---|---|---|
| Verdict | Overvalued | Undervalued |
| Price | $9.01 | $8.43 |
| Intrinsic value | $7.43 | $40.18 |
| Margin of safety | -21% | +79% |
| Leak Score | 22/100 (9/12) | 88/100 (9/12) |
| Market cap | $6.9B | $2.9B |
| Revenue growth, 5 years | 13.4% | 2.4% |
| Operating margin | -0.2% | 33.4% |
| Net margin | 0.6% | 9.2% |
| Return on equity | 3.6% | — |
| Debt to equity | 1.38 | — |
| P/E | 169.0x | 20.1x |
| Forward P/E | 42.1x | 10.0x |
| P/B | 2.3x | — |
| Dividend yield | — | 2.1% |