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Added to YB: 2025-08-07

Pitch date: 2025-08-05

YOU.L [neutral]

YouGov plc

-24.82%

current return

Author Info

Northwest Frontier Capital is a generalist analyst with established track record of in Small and Mid-Cap and TMT investing across both the buy and sell-side. Philosophy based on identifying high quality companies with strong fundamentals, skilled management teams and clear competitive advantages, that can invest at high incremental ROIC on a persistent basis. Then looking to purchase these companies at intrinsic value and hold for the long-term. Sign up for the newsletter.

Company Info

YouGov plc provides online market research services in the United Kingdom, the Americas, the Middle East, Mainland Europe, Africa, and the Asia Pacific.

Market Cap

GBP 398.8M

Pitch Price

GBP 3.38

Price Target

N/A

Dividend

2.64%

EV/EBITDA

6.83

P/E

449.15

EV/Sales

1.51

Sector

Media

Category

turnaround

Show full summary:
YouGov's FY25 Trading Update: Inline and on the up

YOU.L (update): After 20% surge post trading update, market narrative shifting from feared structural decline to recovery. Data Products showing low-single-digit growth w/ strong renewals, YouGov Shopper outperforming, £20M cost savings on track. Still cheap at 10x P/E despite 40% EPS growth this year, 12% next. Consensus estimates 10% too low.

Read full article (4 min)