IPH Ltd
ASX:IPH

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IPH Ltd
ASX:IPH
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Price: 4.55 AUD 0.66% Market Closed
Market Cap: 1.2B AUD

Relative Value

The Relative Value of one IPH stock under the Base Case scenario is 10.58 AUD. Compared to the current market price of 4.55 AUD, IPH Ltd is Undervalued by 57%.

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
10.58 AUD
Undervaluation 57%
Relative Value
Price
Worst Case
Base Case
Best Case

Valuation Multiples

vs History
96
vs Industry
34
Median 3Y
3.3
Median 5Y
3.8
Industry
1.3
Forward
1.7
vs History
96
vs Industry
38
Median 3Y
27.3
Median 5Y
26.9
Industry
19.5
Forward
10.3
vs History
93
vs Industry
45
Median 3Y
17.4
Median 5Y
17.4
Industry
12.9
vs History
7
vs Industry
3
Median 3Y
7
Median 5Y
10.4
Industry
18.5
vs History
96
vs Industry
59
Median 3Y
2.8
Median 5Y
3.2
Industry
2.5
vs History
96
vs Industry
28
Median 3Y
4
Median 5Y
4.2
Industry
1.4
Forward
2.2
vs History
vs Industry
Median 3Y
0
Median 5Y
0
Industry
3.4
vs History
96
vs Industry
30
Median 3Y
17.5
Median 5Y
19.2
Industry
10.6
Forward
7.5
vs History
96
vs Industry
41
Median 3Y
17.5
Median 5Y
19.2
Industry
13.6
Forward
8.5
vs History
90
vs Industry
33
Median 3Y
18.8
Median 5Y
18.3
Industry
12.3
vs History
88
vs Industry
33
Median 3Y
20.4
Median 5Y
19.8
Industry
14.8
vs History
96
vs Industry
54
Median 3Y
1.8
Median 5Y
2.2
Industry
1.8

Multiples Across Competitors

IPH Competitors Multiples
IPH Ltd Competitors

Market Cap P/S P/E EV/EBITDA EV/EBIT
AU
IPH Ltd
ASX:IPH
1.2B AUD 1.8 16.2 11.5 11.5
UK
Relx PLC
LSE:REL
73.7B GBP 7.8 38.1 21.9 27.8
CA
Thomson Reuters Corp
TSX:TRI
122.1B CAD 12.3 41.4 30.4 42.5
IE
Experian PLC
LSE:EXPN
35.4B GBP 6.3 40.8 161 224
UK
IHS Markit Ltd
F:0M3
37.9B EUR 9.5 36.9 27.2 40.6
US
Verisk Analytics Inc
NASDAQ:VRSK
43.2B USD 14.7 44.5 28.5 35.5
NL
Wolters Kluwer NV
AEX:WKL
34B EUR 5.8 31.5 19.2 25.6
US
CoStar Group Inc
NASDAQ:CSGP
34.2B USD 12.2 291.8 188.5 6 506
US
Equifax Inc
NYSE:EFX
31.8B USD 5.5 52 20.6 34.1
US
Leidos Holdings Inc
NYSE:LDOS
20B USD 1.2 15 10.9 12.5
CH
SGS SA
SIX:SGSN
15.3B CHF 2.2 26.3 12.5 19
P/S Multiple
Revenue Growth P/S to Growth
AU
IPH Ltd
ASX:IPH
Average P/S: 7.2
1.8
8%
0.2
UK
Relx PLC
LSE:REL
7.8
7%
1.1
CA
Thomson Reuters Corp
TSX:TRI
12.3
7%
1.8
IE
Experian PLC
LSE:EXPN
6.3
9%
0.7
UK
I
IHS Markit Ltd
F:0M3
9.5
N/A N/A
US
Verisk Analytics Inc
NASDAQ:VRSK
14.7
8%
1.8
NL
Wolters Kluwer NV
AEX:WKL
5.8
7%
0.8
US
CoStar Group Inc
NASDAQ:CSGP
12.2
14%
0.9
US
Equifax Inc
NYSE:EFX
5.5
10%
0.6
US
Leidos Holdings Inc
NYSE:LDOS
1.2
4%
0.3
CH
SGS SA
SIX:SGSN
2.2
6%
0.4
P/E Multiple
Earnings Growth PEG
AU
IPH Ltd
ASX:IPH
Average P/E: 57.7
16.2
33%
0.5
UK
Relx PLC
LSE:REL
38.1
16%
2.4
CA
Thomson Reuters Corp
TSX:TRI
41.4
1%
41.4
IE
Experian PLC
LSE:EXPN
40.8
21%
1.9
UK
I
IHS Markit Ltd
F:0M3
36.9
N/A N/A
US
Verisk Analytics Inc
NASDAQ:VRSK
44.5
9%
4.9
NL
Wolters Kluwer NV
AEX:WKL
31.5
12%
2.6
US
CoStar Group Inc
NASDAQ:CSGP
291.8
82%
3.6
US
Equifax Inc
NYSE:EFX
52
36%
1.4
US
Leidos Holdings Inc
NYSE:LDOS
15
9%
1.7
CH
SGS SA
SIX:SGSN
26.3
16%
1.6
EV/EBITDA Multiple
EBITDA Growth EV/EBITDA to Growth
AU
IPH Ltd
ASX:IPH
Average EV/EBITDA: 48.4
11.5
21%
0.5
UK
Relx PLC
LSE:REL
21.9
9%
2.4
CA
Thomson Reuters Corp
TSX:TRI
30.4
7%
4.3
IE
Experian PLC
LSE:EXPN
161
10%
16.1
UK
I
IHS Markit Ltd
F:0M3
27.2
N/A N/A
US
Verisk Analytics Inc
NASDAQ:VRSK
28.5
9%
3.2
NL
Wolters Kluwer NV
AEX:WKL
19.2
8%
2.4
US
CoStar Group Inc
NASDAQ:CSGP
188.5
90%
2.1
US
Equifax Inc
NYSE:EFX
20.6
15%
1.4
US
Leidos Holdings Inc
NYSE:LDOS
10.9
5%
2.2
CH
SGS SA
SIX:SGSN
12.5
10%
1.2
EV/EBIT Multiple
EBIT Growth EV/EBIT to Growth
AU
IPH Ltd
ASX:IPH
Average EV/EBIT: 634.5
11.5
16%
0.7
UK
Relx PLC
LSE:REL
27.8
13%
2.1
CA
Thomson Reuters Corp
TSX:TRI
42.5
9%
4.7
IE
Experian PLC
LSE:EXPN
224
14%
16
UK
I
IHS Markit Ltd
F:0M3
40.6
N/A N/A
US
Verisk Analytics Inc
NASDAQ:VRSK
35.5
10%
3.5
NL
Wolters Kluwer NV
AEX:WKL
25.6
10%
2.6
US
CoStar Group Inc
NASDAQ:CSGP
6 506
454%
14.3
US
Equifax Inc
NYSE:EFX
34.1
24%
1.4
US
Leidos Holdings Inc
NYSE:LDOS
12.5
6%
2.1
CH
SGS SA
SIX:SGSN
19
13%
1.5