Added to YB: 2026-07-29
Pitch date: 2026-07-14
NIQ [bullish]
NIQ Global Intelligence plc
Author Info
No bio for this author
Company Info
NIQ Global Intelligence plc, a consumer intelligence company, provides software applications and analytics solutions in the United States, Poland, Belgium, Mexico, Indonesia, and internationally.
Market Cap
$3.2B
Pitch Price
N/A
Price Target
26.00
Dividend
N/A
EV/EBITDA
7.95
P/E
-9.28
EV/Sales
1.60
Sector
Media
Category
value
Long NIQ Global Intelligence plc
NIQ: Long global consumer data/analytics leader (source-of-truth for retailers/brands). 96% multi-year contract rev, 1% churn, 105%+ retention. Busted Aug'25 IPO w/ PE overhang trades 6x EBITDA/sub-10x PE vs info services 12x+. ~5% organic growth, margins 22%→25%+, ~$1.5 cash EPS by '28. CEO (ex-TRU, +300%) bought $1M+ at ~$9. IV ~$26+ vs ~$11.
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