Added to YB: 2026-06-10
Pitch date: 2026-06-09
YOU.L [bullish]
YouGov plc
Author Info
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Company Info
YouGov plc provides online market research services in the United Kingdom, the Americas, the Middle East, Mainland Europe, India, and the Asia Pacific.
Market Cap
GBP 246.7M
Pitch Price
N/A
Price Target
5.40 (+160%)
Dividend
4.39%
EV/EBITDA
7.54
P/E
20.27
EV/Sales
1.08
Sector
Media
Category
turnaround
Voting Machine
YOU.L: UK consumer-data platform down 90% from 2021 on AI fears, but founder-CEO returned 2025, buying stock, cutting dividend for buybacks, refocusing on indispensable Data Products panel (BrandIndex/Profiles). 7x earnings, 40% of SOTP; Shopper sale catalyst covers >50% EV. ~160% upside, 19-21% IRR. AI tailwind, not threat.
Read full article (34 min)