Data sourced from SEC EDGAR filings and third-party price providers. Scores, valuations, and metrics are algorithmic estimates. This is not investment advice. See our Terms and Methodology.
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Data sourced from SEC EDGAR filings and third-party price providers. Scores, valuations, and metrics are algorithmic estimates. This is not investment advice. See our Terms and Methodology.
Helios Towers plc is a leading independent telecommunications infrastructure company based in London, United Kingdom, specializing in the acquisition, construction, and operation of shared telecom towers across Africa and the Middle East. Founded in 2009, it delivers mission-critical passive infrastructure solutions, including site selection, build-to-suit services, colocation lease-up, maintenance, security, power management, and hosting for active equipment like antennae. The company operates over 15,000 towers in nine high-growth markets, such as Tanzania, Democratic Republic of Congo, Ghana, Senegal, Malawi, Congo Brazzaville, South Africa, Madagascar, and Oman, serving blue-chip mobile network operators (MNOs) on long-term, inflation-linked contracts. This infrastructure-sharing model enables MNOs to expand networks faster and at lower costs, reducing emissions while accelerating digital inclusion for more than 200 million people amid rising 5G adoption and youthful populations. Helios Towers plc emphasizes 99.99% power uptime and rapid colocation connections, underpinned by 99% local employment and engineering expertise, playing a pivotal role in powering the digital economy in emerging regions.
£2.03
+£0.01 (+0.69%)
EOD Jul 3, 2026
34.98% operating margin is above average. ROIC at 7.38%. Note that capital returns lag the margin, the business may be capital-intensive despite high margins.
Revenue grew 7.8%, steady but not accelerating.
At 82x earnings, the current multiple leaves limited room for execution misses or growth deceleration. Net debt of $1.77B represents 21.3x FCF, leverage limits flexibility.
82.2x earnings, 38.9x FCF. The market is pricing in years of above-average growth. If that thesis breaks, downside from multiple compression alone could be 30%+. This is a stock where you're paying for the future, not the present.
Based on TTM earnings · Diluted shares
Profitability & Returns
Revenue (TTM)
$854M
▲ +7.8% YoY
Net Income (TTM)
$39M
▲ +45.9% YoY
Op. Margin
34.98%
▲ +2.8pp YoY
ROIC
7.38%
▼ -0.7pp YoY
Cash Flow & Balance Sheet
FCF (TTM)
$83M
▲ +90.2% YoY
Op. Cash Flow (TTM)
$325M
▲ +75.8% YoY
Net Debt
$1.77B
Cash & Equiv.
$217M
3Y CAGR: +27.4%
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At a P/E of 82.2 and a price-to-free-cash-flow of 38.9, Helios Towers (HTWS.XLON) trades around a two-stage DCF intrinsic value of about $2.04 per share, so at $2.03 the stock looks around fair value (0.3% below estimated intrinsic value). A high multiple is not the same as overvalued: fast-growing, high-quality businesses can deserve a premium. See the general approach in how to tell if a stock is overvalued.
On quality, Helios Towers scores 55/100 on Intrinsiqq's quality scorecard (a mixed business on these measures), weighing growth, margins, returns on capital, share count, and balance-sheet strength. All figures are computed from SEC filings; read the full methodology. This is analysis, not investment advice.
Intrinsiqq's two-stage DCF estimates an intrinsic value of about $2.04 per share for HTWS.XLON, projecting its recent free cash flow forward with a growth rate that fades toward a long-run rate and discounting it back to today. Applying a 25% margin of safety gives a more conservative fair-value entry around $1.53. At today's $2.03, that puts the stock about 0.3% below estimated intrinsic value. The result is sensitive to the growth and discount-rate inputs, so it is best to run conservative, base and optimistic cases. You can adjust all of them yourself with the sliders on the DCF tab.
Helios Towers scores 55 out of 100 on Intrinsiqq's quality score, a weighted blend of 8 metrics each scored 0 to 100, which makes it a mixed business on these measures. Recent fundamentals include a 35.0% operating margin and a 7.4% return on invested capital. The score weighs revenue and free-cash-flow growth, operating margins, return on invested capital, share-count change, and balance-sheet strength, all computed from SEC filings, not opinion. Because valuation only means something relative to quality, the full metric-by-metric breakdown is on the quality scorecard.
That depends on valuation and quality together, not either alone. HTWS.XLON currently trades around its estimated intrinsic value and scores 55/100 on quality (mixed). A cheap price is only a bargain if the business is durable, and a premium can be justified by genuine quality, so the two questions, "is it cheap?" and "is it good?", only make sense side by side. Read the valuation against the quality scorecard, run the DCF on your own assumptions, and decide for yourself. This is analysis from SEC filings, not investment advice.