Added to YB: 2026-07-29
Pitch date: 2026-07-27
YOU.L [neutral]
YouGov plc
Author Info
No bio for this author
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 282.4M
Pitch Price
N/A
Price Target
N/A
Dividend
3.84%
EV/EBITDA
8.17
P/E
23.20
EV/Sales
1.17
Sector
Media
Category
special_situation
3 interesting ideas again - YouGov plc
YOU.L (overview): UK market research/data analytics at 9x NTM P/E, GBP282M mkt cap vs GBP272M paid for Shopper alone in 2024. Sold off on AI fears + Mar'26 profit warning (Shopper op profit halved to GBP7M on GBP6M investment). Activist Gatemore (2.6%) pushing sale >GBP7/sh; buyback replacing dividend, PE-minded Chairman & ex-Kantar CEO shortlisted. Watch Shopper recovery timing.
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