Professional
Added to YB: 2024-07-09
Pitch date: 2024-07-08
YOU.L [neutral]
YouGov plc
-37.65%
current return
Author Info
Sweet Stocks is a former portfolio manager at an international small cap fund who shares pitches for international equities. Sign up for his blog.
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 4.11
Price Target
N/A
Dividend
2.64%
EV/EBITDA
6.83
P/E
449.15
EV/Sales
1.51
Sector
Media
Category
N/A
YouGov – feeling the squeeze
YouGov (YOU.L): Market research co. warns on FY24 profits (-38% vs consensus), citing Data Products margin pressure from discounting rivals (GWI, Morning Consult). H2 profit -63%. New CEO's hires added costs. EMEA/DACH challenges. Debt concerns post-GfK CPS deal. Not cheap at 19x FY25E P/E. Wait for clarity on competitive position, debt levels before considering.
Read full article (16 min)