Added to YB: 2024-11-15
Pitch date: 2024-11-14
IPS.PA [bullish]
Ipsos SA
-24.13%
current return
Author Info
DB_Silver_Fox is a CFO and value investor interested in: European & US hidden champions, simple and effective business models, and US Banks. 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 1.4B
Pitch Price
EUR 43.50
Price Target
69.63 (+111%)
Dividend
5.77%
EV/EBITDA
5.18
P/E
7.83
EV/Sales
0.72
Sector
Media
Category
value
IPSOS SA - Ticker: $IPS.PA
IPS.PA: Global market research leader, 11.25% owned by founder. Strong M&A track record, new CEO since 2021. 65% gross margins, 10-12% op margins. Low cyclicality, capital-light. Net positive insider buying. High goodwill, but good ROE. Strong cash conversion cycle. Trading at 10x normalized cash profits vs 15x fair value.
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