Added to YB: 2025-05-16
Pitch date: 2025-05-14
WPP [neutral]
WPP plc
-40.94%
current return
Author Info
Notes From The Beauty Contest is a buy-side investor who thought it might be fun to write about stocks in their spare time and in their own way. Sign up for the newsletter.
Company Info
WPP plc, a creative transformation company, provides communications, experience, commerce, and technology services in North America, the United Kingdom, Western Continental Europe, the Asia Pacific, Latin America, Africa, the Middle East, and Central and Eastern Europe.
Market Cap
GBP 3.4B
Pitch Price
GBP 5.65
Price Target
N/A
Dividend
10.03%
EV/EBITDA
5.55
P/E
9.18
EV/Sales
0.63
Sector
Media
Category
value
WPP x InfoSum
WPP (update): Trading at low valuation after stock flopped. Strategic shift to end-to-end marketing automation via 'WPP Open' platform. Recent InfoSum acquisition ($150M) adds critical data collaboration capability using 'non-movement of data' tech. Integration could help match Publicis' outperformance via AI-driven vs ID-based approach. CEO Read's window closing; needs GroupM acceleration to drive rerating.
Read full article (10 min)