Added to YB: 2024-04-12
Pitch date: 2024-04-10
YOU.L [bullish]
YouGov plc
-72.46%
current return
Author Info
Robin's Research is a self-taught long-term investor sharing stock pitches in their newsletter. 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 9.22
Price Target
N/A
Dividend
2.64%
EV/EBITDA
6.83
P/E
449.15
EV/Sales
1.51
Sector
Media
Category
growth
YouGov plc (UK:YOU)
YOU.L: YouGov, online research & analytics co. Co-founder holds 7%. Mid-term targets: 20% rev growth (organic + M&A), expand margins 17% to 25%. USA key market. Competitive advantages: zero-party panel, brand, innovation, largest network. Mgmt incentives align w/ shareholders. Risks: reputation, debt-financed M&A. 20yr double-digit rev growth & strong FCF. Asset-light biz.
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