Added to YB: 2026-01-19
Pitch date: 2026-01-15
IPS.PA [neutral]
Ipsos SA
-4.7%
current return
Author Info
Lux Opes Research covers European companies. Lots of them. 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 1.5B
Pitch Price
EUR 34.50
Price Target
N/A
Dividend
5.30%
EV/EBITDA
5.53
P/E
8.52
EV/Sales
0.77
Sector
Media
Category
turnaround
Ipsos (IPS France): a necessary reset as the group searches for a credible path back to growth
IPS.PA (update): Market research co facing growth credibility gap after lowering 2025 targets due to gov't spending delays. New CEO Poitou (digital transformation background) signals strategic reset at Jan 22 CMD. Trading below historical multiples, discounting execution risk. Reinvestment may pressure 13% margins short-term for tech/AI transformation to recurring revenue model.
Read full article (2 min)