Added to YB: 2026-01-29
Pitch date: 2026-01-27
IPS.PA [bullish]
Ipsos SA
-14.45%
current return
Author Info
Lux Opes Research covers European companies. Lots of them. Sign up for the newsletter.
Company Info
Ipsos SA, through its subsidiaries, provides survey-based research services for companies and institutions in Europe, the Middle East, Africa, the Americas, and the Asia-Pacific.
Market Cap
EUR 1.5B
Pitch Price
EUR 35.44
Price Target
N/A
Dividend
5.18%
EV/EBITDA
5.64
P/E
8.73
EV/Sales
0.78
Sector
Media
Category
value
Ipsos (IPS France): ambitious reset meets a market that has already given up
IPS.PA (update): Market research firm trading at distressed valuations despite mgmt's 'Horizons' roadmap targeting 3-4% CAGR 2026-28, 5%+ organic growth by 2028 vs recent near-zero growth. Plans 13.5% op margins by 2028 vs 12% today. €1.2bn investment over 5yrs in AI/tech/M&A. No buybacks despite cheap valuation - all about reinvestment for growth.
Read full article (2 min)