Added to YB: 2026-09-04
Pitch date: 2026-09-02
YOU.L [bullish]
YouGov plc
+13.48%
current return
Author Info
The Boon Fund writes about their investments in UK shares. Outperforming the FTSE All-Share, every year, for the last three years. 49% total return vs 15% over three years. They transparently publish their entire portfolio, as well as all buys and sells that they do. 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, India, and the Asia Pacific.
Market Cap
GBP 296.6M
Pitch Price
GBP 2.51
Price Target
3.00 (+19%)
Dividend
3.59%
EV/EBITDA
8.42
P/E
24.37
EV/Sales
1.21
Sector
Media
Category
growth
Jun-Aug26 : Performance, Buys, Sells, and Commentary - YouGov plc
YOU.L (trimmed): YouGov was partially sold around 250p in June, and an in-line update confirmed suspicions that its solid trading performance was fully priced in; the shares briefly reached 270p before returning to roughly 250p. The remaining position is held on strong conviction that AI Parallax can be monetised and is differentiated by YouGov’s large proprietary training dataset, with the shares expected to exceed 300p later this year as Parallax sales traction is announced.
Read full article (1 min)