IPH Ltd
ASX:IPH

Watchlist Manager
IPH Ltd Logo
IPH Ltd
ASX:IPH
Watchlist
Price: 3.31 AUD -0.9% Market Closed
Market Cap: 865.5m AUD

Relative Value

The Relative Value of one IPH stock under the Base Case scenario is 10.33 AUD. Compared to the current market price of 3.31 AUD, IPH Ltd is Undervalued by 68%.

Relative Value is the estimated value of a stock based on various valuation multiples like P/E and EV/EBIT ratios. It offers a quick snapshot of a stock's valuation in relation to its peers and historical norms.

IPH Relative Value
Base Case
10.33 AUD
Undervaluation 68%
Relative Value
Price
Worst Case
Base Case
Best Case

Valuation Multiples

vs History
98
vs Industry
34
Median 3Y
2.8
Median 5Y
3.6
Industry
1.3
Forward
1.2
vs History
98
vs Industry
38
Median 3Y
25.2
Median 5Y
26.9
Industry
18.4
Forward
6.8
vs History
98
vs Industry
45
Median 3Y
12.9
Median 5Y
14.7
Industry
12.8
vs History
60
vs Industry
3
Median 3Y
7
Median 5Y
11.2
Industry
17
vs History
98
vs Industry
59
Median 3Y
2.4
Median 5Y
3
Industry
2.5
vs History
98
vs Industry
28
Median 3Y
3.6
Median 5Y
4
Industry
1.4
Forward
1.7
vs History
vs Industry
Median 3Y
0
Median 5Y
0
Industry
3.3
vs History
98
vs Industry
30
Median 3Y
16.8
Median 5Y
18.6
Industry
9.7
Forward
5.7
vs History
98
vs Industry
41
Median 3Y
16.8
Median 5Y
18.6
Industry
12.3
Forward
6.7
vs History
98
vs Industry
33
Median 3Y
16.6
Median 5Y
17.2
Industry
11.9
vs History
98
vs Industry
33
Median 3Y
18.4
Median 5Y
19.1
Industry
13.8
vs History
98
vs Industry
54
Median 3Y
1.6
Median 5Y
2.1
Industry
1.7

Multiples Across Competitors

IPH Competitors Multiples
IPH Ltd Competitors

All Multiples
P/S
P/E
EV/EBITDA
EV/EBIT
All Countries
Close
Market Cap P/S P/E EV/EBITDA EV/EBIT
AU
IPH Ltd
ASX:IPH
862.4m AUD 1.2 12.5 9.6 9.6
UK
Relx PLC
LSE:REL
55.8B GBP 5.9 29 20.5 21
CA
Thomson Reuters Corp
TSX:TRI
81B CAD 8 33.5 19.5 27.6
UK
IHS Markit Ltd
F:0M3
37.9B EUR 9.5 36.8 27.1 40.6
IE
Experian PLC
LSE:EXPN
31B GBP 5.2 30.4 160.2 226.8
US
Verisk Analytics Inc
NASDAQ:VRSK
30.4B USD 10 33 18.8 23.3
US
CoStar Group Inc
NASDAQ:CSGP
27.7B USD 9.1 1 365.3 191 -330.2
US
Equifax Inc
NYSE:EFX
26.9B USD 4.5 40.8 16.1 25.7
NL
Wolters Kluwer NV
AEX:WKL
21B EUR 3.5 18.7 12.4 16.3
US
Leidos Holdings Inc
NYSE:LDOS
23.6B USD 1.4 16.8 11.7 13.4
CH
SGS SA
SIX:SGSN
17.5B CHF 2.5 27.8 20.3 20.3
P/S Multiple
Revenue Growth P/S to Growth
AU
IPH Ltd
ASX:IPH
Average P/S: 5.5
1.2
3%
0.4
UK
Relx PLC
LSE:REL
5.9
6%
1
CA
Thomson Reuters Corp
TSX:TRI
8
7%
1.1
UK
I
IHS Markit Ltd
F:0M3
9.5
N/A N/A
IE
Experian PLC
LSE:EXPN
5.2
10%
0.5
US
Verisk Analytics Inc
NASDAQ:VRSK
10
8%
1.3
US
CoStar Group Inc
NASDAQ:CSGP
9.1
17%
0.5
US
Equifax Inc
NYSE:EFX
4.5
9%
0.5
NL
Wolters Kluwer NV
AEX:WKL
3.5
5%
0.7
US
Leidos Holdings Inc
NYSE:LDOS
1.4
4%
0.3
CH
SGS SA
SIX:SGSN
2.5
6%
0.4
P/E Multiple
Earnings Growth PEG
AU
IPH Ltd
ASX:IPH
Average P/E: 149.5
12.5
25%
0.5
UK
Relx PLC
LSE:REL
29
14%
2.1
CA
Thomson Reuters Corp
TSX:TRI
33.5
1%
33.5
UK
I
IHS Markit Ltd
F:0M3
36.8
N/A N/A
IE
Experian PLC
LSE:EXPN
30.4
21%
1.4
US
Verisk Analytics Inc
NASDAQ:VRSK
33
8%
4.1
US
CoStar Group Inc
NASDAQ:CSGP
1 365.3
84%
16.3
US
Equifax Inc
NYSE:EFX
40.8
30%
1.4
NL
Wolters Kluwer NV
AEX:WKL
18.7
11%
1.7
US
Leidos Holdings Inc
NYSE:LDOS
16.8
10%
1.7
CH
SGS SA
SIX:SGSN
27.8
15%
1.9
EV/EBITDA Multiple
EBITDA Growth EV/EBITDA to Growth
AU
IPH Ltd
ASX:IPH
Average EV/EBITDA: 46.1
9.6
21%
0.5
UK
Relx PLC
LSE:REL
20.5
16%
1.3
CA
Thomson Reuters Corp
TSX:TRI
19.5
7%
2.8
UK
I
IHS Markit Ltd
F:0M3
27.1
N/A N/A
IE
Experian PLC
LSE:EXPN
160.2
10%
16
US
Verisk Analytics Inc
NASDAQ:VRSK
18.8
10%
1.9
US
CoStar Group Inc
NASDAQ:CSGP
191
95%
2
US
Equifax Inc
NYSE:EFX
16.1
12%
1.3
NL
Wolters Kluwer NV
AEX:WKL
12.4
7%
1.8
US
Leidos Holdings Inc
NYSE:LDOS
11.7
6%
1.9
CH
SGS SA
SIX:SGSN
20.3
10%
2
EV/EBIT Multiple
EBIT Growth EV/EBIT to Growth
AU
IPH Ltd
ASX:IPH
Average EV/EBIT: 42.5
9.6
15%
0.6
UK
Relx PLC
LSE:REL
21
11%
1.9
CA
Thomson Reuters Corp
TSX:TRI
27.6
10%
2.8
UK
I
IHS Markit Ltd
F:0M3
40.6
N/A N/A
IE
Experian PLC
LSE:EXPN
226.8
14%
16.2
US
Verisk Analytics Inc
NASDAQ:VRSK
23.3
11%
2.1
US
CoStar Group Inc
NASDAQ:CSGP
Negative Multiple: -330.2
406%
N/A
US
Equifax Inc
NYSE:EFX
25.7
18%
1.4
NL
Wolters Kluwer NV
AEX:WKL
16.3
9%
1.8
US
Leidos Holdings Inc
NYSE:LDOS
13.4
8%
1.7
CH
SGS SA
SIX:SGSN
20.3
13%
1.6