Comparing IHS Markit (INFO) & Yandex (YNDX)

IHS Markit (NASDAQ:INFO) and Yandex (NASDAQ:YNDX) are both large-cap business services companies, but which is the superior business? We will contrast the two companies based on the strength of their dividends, valuation, analyst recommendations, risk, profitability, institutional ownership and earnings.

Insider & Institutional Ownership

96.5% of IHS Markit shares are held by institutional investors. Comparatively, 69.3% of Yandex shares are held by institutional investors. 2.7% of IHS Markit shares are held by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company will outperform the market over the long term.

Analyst Ratings

This is a summary of recent recommendations and price targets for IHS Markit and Yandex, as provided by MarketBeat.com.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
IHS Markit 1 4 10 0 2.60
Yandex 0 1 4 0 2.80

IHS Markit currently has a consensus price target of $57.15, indicating a potential upside of 8.89%. Yandex has a consensus price target of $45.25, indicating a potential upside of 53.44%. Given Yandex’s stronger consensus rating and higher possible upside, analysts clearly believe Yandex is more favorable than IHS Markit.

Profitability

This table compares IHS Markit and Yandex’s net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets
IHS Markit 14.57% 9.55% 5.07%
Yandex 36.22% 12.72% 9.38%

Risk and Volatility

IHS Markit has a beta of 0.77, meaning that its share price is 23% less volatile than the S&P 500. Comparatively, Yandex has a beta of 2.54, meaning that its share price is 154% more volatile than the S&P 500.

Valuation and Earnings

This table compares IHS Markit and Yandex’s revenue, earnings per share (EPS) and valuation.

Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio
IHS Markit $3.60 billion 5.75 $416.90 million $1.68 31.24
Yandex $1.63 billion 5.93 $152.40 million $0.81 36.41

IHS Markit has higher revenue and earnings than Yandex. IHS Markit is trading at a lower price-to-earnings ratio than Yandex, indicating that it is currently the more affordable of the two stocks.

Summary

Yandex beats IHS Markit on 8 of the 14 factors compared between the two stocks.

IHS Markit Company Profile

IHS Markit Ltd. provides critical information, analytics, and solutions for various industries and markets that drive economies worldwide. The company's information, analytics, and solutions enhance operational efficiency and offer deep insights for customers in business, finance, and government. Its Resources segment provides upstream, midstream, downstream, and power/gas/coal/renewables services. This segment also offers data for manufacturing processes, as well as capital expenditure, cost, price, production, trade, demand, and capacity industry analysis and forecasts. The company's Transportation segment provides authoritative analysis, as well as sales and production forecasts for light vehicles, medium and heavy commercial vehicles, powertrains, components, and technology systems; and performance measurement tools and marketing solutions for car makers, dealers, and agencies. It also offers comprehensive data on ships, as well as monthly import and export statistics on approximately 90 countries; and specifications for military vehicles, naval vessels, and aircraft types. The company's Consolidated Markets & Solutions segment provides content and analytics on engineering and technical standards, codes, specifications, handbooks, reference books, journals, and other scientific and technical documents, as well as software-based engineering decision engines; components and devices, performance analytics, and end market intelligence for technology, media, and telecom industries; and economic and risk data, forecast, and analytic tools. Its Financial Services segment provides pricing and reference data, indices, valuation and trading services, trade processing, enterprise software, and managed services to traders, portfolio managers, risk managers, research professionals, and other financial markets participants, as well as operations, compliance, and enterprise data managers. IHS Markit Ltd. was founded in 1959 and is headquartered in London, the United Kingdom.

Yandex Company Profile

Yandex N.V., an Internet and technology company, operates an Internet search engine in Russia and internationally. The company offers search, location-based, personalized, and mobile services that enable users to find information, and communicate and connect over the Internet from desktops and mobile devices. It provides geolocation services, such as Yandex.Maps, Yandex.Navigator, Yandex.Auto, and Yandex.Transport; Yandex.Mail that provides users access to their email accounts; Yandex.Disk, a cloud-based storage service; Yandex.News, an online news aggregation service; Yandex.Weather, a service that offers hyperlocal weather information; Yandex Browser for desktops and mobile platforms; and Yandex Search Apps. The company also provides Yandex.Direct, an auction-based advertising placement platform; Yandex Ad Network service; Yandex RTB, a programmatic advertising product; mobile advertising products; business directory; and Yandex.Market, an e-commerce gateway service. In addition, it offers Yandex.Taxi, a ride-sharing service; Auto.ru, a classified platform for used and new cars, commercial vehicles, and spare parts; Yandex.Realty, a real estate classifieds platform; Yandex.Jobs, a job search Website; and Yandex.Travel, a tour aggregator service. Further, it offers KinoPoisk, a Russian language Website for movies, TV series, celebrity content, and entertainment news; Yandex.Music, a music streaming service; Yandex.Afisha platform that allow users to buy tickets to cinemas, theaters, and concerts online; and Yandex.TV Program, a service providing users with an up to date schedule of broadcast, cable and digital TV channels, as well as an option to view certain TV channels online. Additionally, it offers Yandex Zen, a personal recommendation service; and Yandex Launcher that allows users to adapt their android phones to fit their style and fill it with content from all over the Internet. Yandex N.V. was incorporated in 2004 and is based in Schiphol, the Netherlands.

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