YouGov (YOU)

Business description

YouGov is an international market research and data and analytics group offering a data-led suite of products and services including YouGov BrandIndex, YouGov Profiles and YouGov Omnibus and custom research.

Y/E Jul Revenue (£m) EBITDA (£m) PBT (£m) EPS (p) P/E (x) P/CF (x)
2016A 88.2 11.7 13.3 8.5 39.4 24.6
2017A 107.0 15.2 16.4 10.5 31.9 18.7
2018E 115.1 17.7 18.3 12.4 27.0 18.5
2019E 125.1 20.2 20.9 13.2 25.4 16.0

Last updated on 16/10/2017

Latest research

All about the data

Outlook | Media | 11/12/2017

Positive branding

Update | Media | 16/10/2017

Moving up margins

Update | Media | 07/08/2017

High-profile profiles

Update | Media | 30/03/2017

Good H117 progress

Update | Media | 31/01/2017

Smart, connected data

Outlook | Media | 21/10/2016

Premium growth story

Update | Media | 22/03/2016

Products and Profiles

Update | Media | 08/02/2016

Connecting the dots

Update | Media | 10/12/2015

Global products driving growth

Outlook | Media | 19/10/2015

Strong sales Profile

Update | Media | 11/08/2015

Daily comment

Institutional Comment | Media | 25/03/2015

Investment summary

YouGov has a strong growth record and its investment in building its data-driven products and services is steadily improving its earnings’ quality. This is also helped by the shift in its custom business to more tracking studies and a greater use of data already held in the Cube, the group’s proprietary multi-dimensional database. The strong balance sheet (net cash of £23m at end FY17) is funding continuing investment in panel and new applications, as well as allowing for an increased dividend payout. The rating reflects the growth record and continued good prospects.

Last updated on 11/12/2017

Industry outlook

The global MR industry continues to go through an extended period of change, prompted by technological advances that facilitate the production of vast quantities of data. This has led to a proliferation of tools to manipulate it and generate usable value for the client markets and the rise of influential new players. Some of these have come from the technology angle, but also from the global consultancy and technology sector majors, and from in-house teams at client companies.

Last updated on 02/11/2017

Key management

Roger Parry, Chairman
Stephan Shakespeare, CEO
Alex McIntosh, CFO
Tilly Heald , Company Secretary

Company address

50 Featherstone Street
United Kingdom
+44 (0)20 7012 6000
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