Added to YB: 2026-03-24
Pitch date: 2026-03-22
YOU.L [bullish]
YouGov plc
-3.87%
current return
Author Info
The Boon Fund writes about their investments in UK shares. Outperforming the FTSE All-Share, every year, for the last three years. 49% total return vs 15% over three years. They transparently publish their entire portfolio, as well as all buys and sells that they do. 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, India, and the Asia Pacific.
Market Cap
GBP 212.2M
Pitch Price
GBP 1.81
Price Target
4.00 (+130%)
Dividend
5.13%
EV/EBITDA
5.64
P/E
15.96
EV/Sales
0.98
Sector
Media
Category
value
Buying Opportunity or the Beginnings of a Recession? - YouGov plc
YOU.L: Global consumer panel leader w/ proprietary historical data moat immune to AI disruption. LLMs can't deliver real-time 'What/Why/Who' insights marketers need. AI upside: monetize data lake, license to LLMs, boost retention via conversation mode. Trading 5x FY26 PE vs 13x normal on misplaced AI fears + debt (declining fast). PT 400p (~122% upside).
Read full article (3 min)