Added to YB: 2026-06-03
Pitch date: 2026-06-01
YOU.L [bullish]
YouGov plc
-3.23%
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 254.0M
Pitch Price
GBP 2.23
Price Target
6.39 (+199%)
Dividend
4.27%
EV/EBITDA
7.67
P/E
20.87
EV/Sales
1.10
Sector
Media
Category
value
YTD to May 2026: Performance, Buys, Sells, and Commentary - NEW POSITION: Yougov
YOU.L (new position): Beaten down on AI-disruption fears (entry 180p, now 213p). Author argues moat (global consumer network/proprietary data) is AI-proof & could monetize via new AI services or data licensing. Shopper divestiture would fix balance sheet/debt. 8x FY26 PE; FV 300p+, possibly 2-3x if AI traction re-rates to 20+ PE.
Read full article (2 min)