Ipsos SA (FR:IPS)
:IPS
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Ipsos SA
(IPS)
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Rating:72Outperform
Price Target:
€43.00
▲(28.13% Upside)
Action:Reiterated
Date:02/27/26
The score is driven primarily by solid financial performance (strong 2025 revenue growth and positive free cash flow) tempered by margin pressure and higher leverage. Valuation is notably supportive (low P/E and high dividend yield), while technical signals are mixed with negative MACD and the stock still below its 200-day average.
Positive Factors
Revenue Growth Momentum
A 34% top-line acceleration in 2025 indicates renewed client demand and improved commercial execution. Durable revenue growth enhances operational scalability across geographies, funds reinvestment in capabilities, and reduces reliance on one-off projects, supporting sustained expansion.
Negative Factors
Margin Pressure
A material step-down in gross and net margins suggests cost, mix, or pricing pressure that could persist. Sustained margin compression would reduce retained earnings available for reinvestment, limit capacity to expand margins via scale, and weaken long-term profitability unless addressed.
Read all positive and negative factors
Positive Factors
Negative Factors
Revenue Growth Momentum
A 34% top-line acceleration in 2025 indicates renewed client demand and improved commercial execution. Durable revenue growth enhances operational scalability across geographies, funds reinvestment in capabilities, and reduces reliance on one-off projects, supporting sustained expansion.
Read all positive factors
Ipsos SA (IPS) vs. iShares MSCI France ETF (EWQ)
Market Cap
€1.58B
Dividend Yield5.51%
Average Volume (3M)52.07K
Price to Earnings (P/E)2.8
Beta (1Y)0.63
Revenue Growth3.44%
EPS Growth-8.85%
CountryFR
Employees20,000
SectorGeneral
Sector StrengthN/A
IndustryConsulting Services
Share Statistics
EPS (TTM)3.71
Shares Outstanding43,203,224
10 Day Avg. Volume44,621
30 Day Avg. Volume52,069
Financial Highlights & Ratios
PEG Ratio-0.89
Price to Book (P/B)0.94
Price to Sales (P/S)0.58
P/FCF Ratio6.80
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
€53.23Price Target Upside58.62% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering3
EPS Forecast (FY)5.34
Revenue Forecast (FY)€2.56B
Ipsos SA Business Overview & Revenue Model
Company Description
Ipsos SA, through its subsidiaries, provides survey-based research services for companies and institutions in Europe, the Middle East, Africa, the Americas, and the Asia-Pacific. The company offers services in the information production and analys...
How the Company Makes Money
Ipsos primarily makes money by selling professional research services and related analytics to clients on a project and program basis. Key revenue streams typically include: (1) Custom research projects—client-funded studies designed to answer spe...
Ipsos SA Financial Statement Overview
Summary
Income Statement
74
Positive
Balance Sheet
67
Positive
Cash Flow
71
Positive
| Breakdown | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 2.52B | 2.44B | 2.39B | 2.41B | 2.15B |
| Gross Profit | 574.78M | 1.68B | 1.61B | 1.59B | 1.39B |
| EBITDA | 404.01M | 400.57M | 381.53M | 402.73M | 348.58M |
| Net Income | 186.55M | 204.53M | 159.72M | 215.16M | 183.92M |
Balance Sheet | |||||
| Total Assets | 3.08B | 2.91B | 2.75B | 2.85B | 2.74B |
| Cash, Cash Equivalents and Short-Term Investments | 317.56M | 342.55M | 277.91M | 385.67M | 298.45M |
| Total Debt | 781.19M | 512.31M | 531.74M | 587.00M | 623.38M |
| Total Liabilities | 1.51B | 1.34B | 1.32B | 1.35B | 1.40B |
| Stockholders Equity | 1.57B | 1.58B | 1.42B | 1.48B | 1.33B |
Cash Flow | |||||
| Free Cash Flow | 216.99M | 268.06M | 225.62M | 270.22M | 302.29M |
| Operating Cash Flow | 300.07M | 338.40M | 284.18M | 325.05M | 345.97M |
| Investing Cash Flow | -257.95M | -103.64M | -108.36M | -64.63M | -74.47M |
| Financing Cash Flow | -36.97M | -166.96M | -260.02M | -170.64M | -195.56M |
Ipsos SA Technical Analysis
Positive
33.56
Price Trends
35.47
Positive
34.49
Positive
34.76
Positive
Market Momentum
0.43
Positive
53.59
Neutral
30.39
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 33.56 is below the 20-day moving average (MA) of 35.65, below the 50-day MA of 35.47, and below the 200-day MA of 34.76, indicating a bullish trend. The MACD of 0.43 indicates Positive momentum. The RSI at 53.59 is Neutral, neither overbought nor oversold. The STOCH value of 30.39 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
UnderperformOutperform
Sector (55)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
76 Outperform | €1.09B | 9.75 | 12.87% | 0.84% | 7.00% | 20.56% | |
72 Outperform | €1.58B | 2.77 | 12.70% | 5.51% | 3.44% | -8.85% | |
66 Neutral | €305.77M | 8.31 | 25.51% | 5.63% | 10.75% | -12.80% | |
63 Neutral | €67.86M | 49.61 | 4.71% | 5.16% | -32.60% | -34.73% | |
60 Neutral | €150.86M | 15.81 | -5.44% | ― | -0.81% | ― | |
55 Neutral | $6.65B | 3.83 | -15.92% | 6.20% | 10.91% | 7.18% | |
45 Neutral | €65.31M | 4.25 | ― | ― | -2.99% | ― |
* General Sector Average
FR:IPS
Ipsos SA
36.76
-5.93
-13.89%
FR:ALCGM
Cegedim
10.80
-0.85
-7.30%
FR:HCO
HighCo SA
3.70
1.12
43.13%
FR:LOCAL
Solocal
4.00
1.31
48.70%
FR:SWP
SWORD GROUP SE
31.75
0.84
2.73%
FR:WAVE
Wavestone
44.00
-6.58
-13.02%
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.