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Added to YB: 2025-04-04

Pitch date: 2025-04-02

YOU.L [bullish]

YouGov plc

-10.56%

current return

Author Info

Northwest Frontier Capital is a generalist analyst with established track record of in Small and Mid-Cap and TMT investing across both the buy and sell-side. Philosophy based on identifying high quality companies with strong fundamentals, skilled management teams and clear competitive advantages, that can invest at high incremental ROIC on a persistent basis. Then looking to purchase these companies at intrinsic value and hold for the long-term. 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, Africa, and the Asia Pacific.

Market Cap

GBP 398.8M

Pitch Price

GBP 2.86

Price Target

N/A

Dividend

2.64%

EV/EBITDA

6.83

P/E

449.15

EV/Sales

1.51

Sector

Media

Category

turnaround

Show full summary:
YouGov's Inflection: Shakespeare's Return & the Path to Recovery

YOU.L: YouGov refocusing on platform approach under returned CEO Shakespeare. 9x P/E, 14% FCF yield. Cost restructuring to drive 40%+ EPS growth in 18mo. AI integration via Yabble acquisition. Dedicated Data Products sales team. CPS integration risks but synergies potential. Multiple growth vectors if execution succeeds.

Read full article (11 min)