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Ipsos SA (FR:IPS)
:IPS
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Ipsos SA (IPS) AI Stock Analysis

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FR:IPS

Ipsos SA

(IPS)

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Outperform 76 (OpenAI - 5.2)
Rating:76Outperform
Price Target:
€40.00
â–¼(-0.25% Downside)
Action:Reiterated
Date:07/24/26
The score is driven primarily by solid financial performance with strong recent revenue growth and steady cash generation, tempered by rising leverage and margin pressure. Technicals are supportive with price above major moving averages and positive momentum, while valuation is a key positive given the low P/E and high dividend yield.
Positive Factors
Strong Revenue Growth
A sharp revenue acceleration in 2025 (~34%) reflects improving demand and successful client engagement. Durable top-line momentum improves capacity to scale operations, fund reinvestment and offset cyclical softness, supporting medium-term revenue visibility across services.
Negative Factors
Rising Leverage
A material increase in debt and a higher debt-to-equity ratio meaningfully reduces financial flexibility. Elevated leverage raises interest and refinancing risk, constraining capital allocation for M&A, technology investment or shareholder returns if growth or margins weaken over coming months.
Read all positive and negative factors
Positive Factors
Negative Factors
Strong Revenue Growth
A sharp revenue acceleration in 2025 (~34%) reflects improving demand and successful client engagement. Durable top-line momentum improves capacity to scale operations, fund reinvestment and offset cyclical softness, supporting medium-term revenue visibility across services.
Read all positive factors

Ipsos SA (IPS) vs. iShares MSCI France ETF (EWQ)

Ipsos SA Business Overview & Revenue Model

Company Description
Founded in 1975 and headquartered in Paris, France, Ipsos S.A. operates globally, delivering comprehensive survey-based research services to companies and institutions throughout Europe, the Middle East, Africa, the Americas, and Asia-Pacific. The...
How the Company Makes Money
Ipsos primarily makes money by selling research and analytics services to corporate and public-sector clients. Its revenue model is largely fee-for-service, where clients pay for (1) custom research projects tailored to specific business questions...

Ipsos SA Financial Statement Overview

Summary
Strong top-line momentum (2025 revenue growth ~34%) and solid operating profitability (EBIT ~12%, EBITDA ~16%) supported by consistently positive free cash flow. Offsetting factors are the 2025 margin step-down (gross/net) and a notable rise in leverage (debt up to ~€781m; debt-to-equity ~0.50), which increases risk if growth or margins soften.
Income Statement
74
Positive
Balance Sheet
67
Positive
Cash Flow
71
Positive
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue2.54B2.52B2.44B2.39B2.41B2.15B
Gross Profit568.66M504.18M1.68B1.61B1.59B1.39B
EBITDA403.02M407.43M400.57M381.53M402.73M348.58M
Net Income174.26M186.55M204.53M159.72M215.16M183.92M
Balance Sheet
Total Assets2.99B3.08B2.91B2.75B2.85B2.74B
Cash, Cash Equivalents and Short-Term Investments290.32M317.56M342.55M277.91M385.67M298.45M
Total Debt641.09M661.56M512.31M531.74M587.00M623.38M
Total Liabilities1.46B1.51B1.34B1.32B1.35B1.40B
Stockholders Equity1.53B1.57B1.58B1.42B1.48B1.33B
Cash Flow
Free Cash Flow185.05M216.99M268.06M225.62M270.22M302.29M
Operating Cash Flow298.37M300.07M338.40M284.18M325.05M345.97M
Investing Cash Flow-79.70M-257.95M-103.64M-108.36M-64.63M-74.47M
Financing Cash Flow-175.71M-36.97M-166.96M-260.02M-170.64M-195.56M

Ipsos SA Technical Analysis

Technical Analysis Sentiment
Positive
Last Price40.10
Price Trends
50DMA
36.06
Positive
100DMA
34.79
Positive
200DMA
33.09
Positive
Market Momentum
MACD
1.25
Negative
RSI
52.96
Neutral
STOCH
43.45
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For FR:IPS, the sentiment is Positive. The current price of 40.1 is above the 20-day moving average (MA) of 37.21, above the 50-day MA of 36.06, and above the 200-day MA of 33.09, indicating a bullish trend. The MACD of 1.25 indicates Negative momentum. The RSI at 52.96 is Neutral, neither overbought nor oversold. The STOCH value of 43.45 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for FR:IPS.

Ipsos SA Peers Comparison

Overall Rating
UnderperformOutperform
Sector (55)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
76
Outperform
€1.54B8.8212.70%4.99%3.36%-2.96%
74
Outperform
€801.16M9.7012.19%1.18%1.13%8.32%
69
Neutral
€69.27M20.445.82%34.34%-32.60%-34.73%
66
Neutral
€298.62M15.5027.27%6.94%10.75%-12.80%
60
Neutral
€138.51M-9.44-5.44%―-0.81%―
55
Neutral
$6.65B3.83-15.92%6.20%10.91%7.18%
53
Neutral
€68.32M8.12-60.09%―-7.43%-90.87%
* General Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
FR:IPS
Ipsos SA
38.90
3.02
8.43%
FR:ALCGM
Cegedim
10.48
-0.17
-1.60%
FR:HCO
HighCo SA
3.73
0.60
19.21%
FR:LOCAL
Solocal
4.12
-0.31
-7.11%
FR:SWP
SWORD GROUP SE
31.50
-2.60
-7.62%
FR:WAVE
Wavestone
35.85
-21.35
-37.33%

Ipsos SA Corporate Events

Ipsos Publishes and Files 2026 Half-Year Financial Report
Jul 31, 2026
Ipsos SA has announced that its financial report for the first half of 2026 is now available to investors and the wider market on the company’s website, under the dedicated financial reports section. The document, setting out the group&#8217...
Ipsos names Kelly Beaver as new CEO to drive Horizons growth plan
Jul 31, 2026
Ipsos has appointed long‑serving executive Kelly Beaver as Chief Executive Officer, effective immediately, following a unanimous decision by the Board of Directors. Beaver, a prominent figure in the research sector recognized for innovation ...
Ipsos Details July Share Buybacks on Euronext Paris and Xetra
Jul 29, 2026
Ipsos has reported recent activity under its ongoing share buyback program, disclosing the repurchase of ordinary shares between 20 and 24 July 2026 on Euronext Paris and the Deutsche Börse Xetra platform. The transactions, executed at daily ...
Ipsos Updates Market on June 2026 Share Capital and Voting Rights
Jul 27, 2026
Ipsos SA has disclosed its monthly update on share capital and voting rights for 30 June 2026, reporting 43,203,225 shares outstanding and a theoretical total of 49,681,681 voting rights. The exercisable voting rights amount to 48,446,626, calcula...
Ipsos Q2 rebound supports AI-driven Horizons strategy amid margin pressure
Jul 22, 2026
Ipsos reported a clear rebound in the second quarter of 2026, with revenue rising 4.9% to €615.2 million and organic growth returning to 3.0%, lifting first-half revenue to €1.17 billion and modest organic growth of 0.8% despite advers...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Jul 24, 2026