Public Policy Holding Co., Inc. (PPHC) AI Stock Analysis

• Market Cap: £269.41M
• Dividend Yield: 1.11%
• Average Volume (3M): 12.08K
• Price to Earnings (P/E): ―
• Beta (1Y): 0.11
• Revenue Growth: 15.27%
• EPS Growth: -73.02%
• Country: UK
• Employees: 367
• Sector: Industrials
• Sector Strength: 72
• Industry: Specialty Business Services
• EPS (TTM): 0.45
• Shares Outstanding: 25,178,116
• 10 Day Avg. Volume: 4,148
• 30 Day Avg. Volume: 12,084
• PEG Ratio: -0.65
• Price to Book (P/B): 11.79
• Price to Sales (P/S): 6.41
• P/FCF Ratio: 58.63
• Enterprise Value/Market Cap: N/A
• Enterprise Value/Revenue: N/A
• Enterprise Value/Gross Profit: N/A
• Enterprise Value/Ebitda: N/A
• 1Y Price Target: £1,350.00
• Price Target Upside: 26.17% Upside
• Rating Consensus: Moderate Buy
• Number of Analyst Covering: 1
• EPS Forecast (FY): N/A
• Revenue Forecast (FY): N/A

• Rating: 61 Neutral
• Price Target: 1,203.00p ▲(12.43% Upside)

The overall stock score reflects strong technical momentum and positive corporate developments, offset by valuation concerns due to negative earnings and high leverage. Financial performance shows potential with revenue growth but is hindered by profitability issues.

Positive Factors

Revenue Growth

Consistent revenue growth indicates strong demand for PPHC's services and effective client engagement, supporting long-term business expansion.

Cash Flow Stability

Stable operating cash flow suggests reliable cash generation from core activities, providing financial flexibility for strategic investments.

Market Position

PPHC's leadership in its niche market enhances its competitive advantage, fostering client trust and long-term contracts.

Negative Factors

Profitability Challenges

Persistent losses highlight challenges in achieving profitability, which may hinder reinvestment and growth opportunities.

High Leverage

High leverage increases financial risk, potentially limiting the company's ability to navigate economic downturns or invest in growth.

Operational Inefficiencies

Operational inefficiencies may impede cost management and margin improvement, affecting long-term financial health and competitiveness.

Public Policy Holding Co., Inc. Business Overview & Revenue Model

Company Description

Public Policy Holding Company, Inc. provides public policy advocacy, communications, and related advisory services. It operates in two segments, Lobbying Consulting and Public Affairs Consulting. The Lobbying Consulting segment offers federal and state advocacy, strategic guidance, political intelligence, and issue monitoring services. The Public Affairs Consulting segment provides crisis communications, community relations, social and digital podcasting, public opinion research, branding and messaging, relationship marketing, and litigation support. The company was founded in 2014 and is headquartered in Washington, the District of Columbia.

How the Company Makes Money

PPHC generates revenue through a combination of consulting fees, retainers, and performance-based compensation from its clients. The firm engages in long-term partnerships with various organizations, offering expertise in legislative strategy, regulatory compliance, and public engagement. Key revenue streams include hourly consulting rates, fixed fees for project-based work, and success fees tied to specific advocacy outcomes. Additionally, PPHC may benefit from strategic alliances with other firms and stakeholders in the public policy arena, enhancing its service offerings and expanding its client base.

Public Policy Holding Co., Inc. Financial Statement Overview

Summary

Public Policy Holding Co., Inc. shows strong revenue growth but faces persistent profitability challenges with negative net income and high leverage. Positive operating and free cash flow provide some stability, but the variability in cash flow and negative profit margins highlight areas for improvement.

Income Statement

The company has shown revenue growth over the years, with a consistent increase in total revenue from 2019 to 2024. However, the profitability metrics are concerning, as the company has reported negative net income throughout the years, indicating persistent losses. The gross profit margin is relatively healthy, but negative EBIT and EBITDA margins highlight operational inefficiencies and challenges in managing costs.

Balance Sheet

The balance sheet shows a stable equity base with an increasing trend in stockholders' equity over the years. However, the debt level is relatively high, leading to a concerning debt-to-equity ratio. The company maintains a reasonable level of cash and cash equivalents, providing some liquidity cushion, but the high total liabilities could pose risks to financial stability.

Cash Flow

Operating cash flow remains positive and relatively stable, indicating decent cash generation from core operations. Free cash flow is also positive, which is a good sign of financial health. However, the fluctuation in free cash flow growth and high capital expenditures in some years reflect potential volatility in managing cash flow effectively.

Breakdown	TTM	Dec 2024	Dec 2023	Dec 2022	Dec 2021	Dec 2020
Income Statement
Total Revenue	166.34M	149.56M	134.99M	108.81M	99.34M	77.48M
Gross Profit	137.01M	149.56M	51.03M	45.55M	17.75M	10.81M
EBITDA	-12.30M	-6.63M	1.94M	-1.85M	-18.75M	3.33M
Net Income	-30.22M	-23.96M	-14.24M	-15.01M	-24.26M	-1.17M
Balance Sheet
Total Assets	203.89M	174.46M	147.69M	122.04M	102.03M	90.73M
Cash, Cash Equivalents and Short-Term Investments	9.79M	14.54M	14.34M	21.20M	18.04M	6.14M
Total Debt	73.21M	53.68M	35.79M	18.93M	18.87M	19.87M
Total Liabilities	122.84M	93.21M	65.62M	46.06M	39.28M	32.06M
Stockholders Equity	81.05M	81.25M	82.07M	75.99M	62.75M	58.67M
Cash Flow
Free Cash Flow	16.43M	16.35M	21.37M	20.68M	4.60M	5.81M
Operating Cash Flow	16.57M	16.40M	21.60M	20.68M	4.64M	5.83M
Investing Cash Flow	-18.17M	-19.49M	-23.23M	-11.91M	-36.63K	-23.91K
Financing Cash Flow	2.87M	3.34M	-5.24M	-5.60M	7.29M	-707.85K

Public Policy Holding Co., Inc. Technical Analysis

• Technical Analysis Sentiment: Neutral
• Last Price: 1070.00
• 50DMA: Negative
• 100DMA: Positive
• 200DMA: Positive
• MACD: Positive
• RSI: Positive
• STOCH: Positive

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For GB:PPHC, the sentiment is Neutral. The current price of 1070 is below the 20-day moving average (MA) of 1110.75, below the 50-day MA of 1105.35, and above the 200-day MA of 865.33, indicating a neutral trend. The MACD of -6.87 indicates Positive momentum. The RSI at 29.92 is Positive, neither overbought nor oversold. The STOCH value of 8.33 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for GB:PPHC.

Public Policy Holding Co., Inc. Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
KEYS	76 Outperform	£187.77M	19.28	56.75%	5.98%	16.29%	22.80%
BEG	69 Neutral	£184.26M	18.44	12.60%	3.91%	8.31%	305.88%
RST	66 Neutral	£364.22M	38.78	4.01%	2.31%	6.90%	145.00%
CPI	64 Neutral	£472.90M	27.56	9.00%	―	-4.87%	―
Sector *	63 Neutral	$10.79B	15.43	7.44%	2.01%	2.89%	-14.66%
PPHC	61 Neutral	£269.41M	-42.24	-40.39%	1.11%	15.27%	-73.02%
KGH	61 Neutral	£152.75M	20.16	7.40%	2.75%	8.01%	-23.02%

Public Policy Holding Co., Inc. Corporate Events

PPHC Reports Q3 2025 Financial Results with Increased Revenue and Net Loss

Public Policy Holding Company, Inc. has filed its unaudited financial results for Q3 2025 with the SEC, aligning with its previous trading update. The company reported a net loss, with increased revenues and operating expenses compared to the previous year, reflecting ongoing challenges and strategic investments.

Public Policy Holding Company Announces New Share Issuance Following RSU Vesting

Public Policy Holding Company, Inc. has announced the issuance of 43,337 new common shares following the vesting of restricted stock units (RSUs) granted to employees, including directors and senior staff. These shares will be admitted to trading on AIM, with dealings expected to start on or around November 3, 2025. This move increases the company’s total issued and voting share capital to 25,178,116 common shares, impacting shareholder calculations for interest notifications.

PPHC Achieves Record Growth with Strategic Acquisitions and Strong Demand

Public Policy Holding Company, Inc. reported a 23.8% increase in Q3 revenue, driven by both organic growth and strategic acquisitions, leading to record EBITDA. The company’s strong performance is attributed to sustained client demand in the US post-election environment and successful integration of recent acquisitions. PPHC continues to see robust demand for its services, particularly in government relations and corporate communications, and plans to pursue further growth through a combination of organic expansion and disciplined M&A activities.

Public Policy Holding Company, Inc. Announces U.S. IPO and Nasdaq Listing Plans

Public Policy Holding Company, Inc. has filed a registration statement with the U.S. SEC for a proposed IPO and plans to list its common stock on the Nasdaq Global Market under the symbol ‘PPHC’. This move marks the company’s first public market entry in the U.S., with shares also being dual-listed on the London Stock Exchange’s AIM. The offering aims to raise capital for working capital, corporate purposes, and future acquisitions, aligning with PPHC’s growth strategy. The offering’s success will depend on market conditions, and its terms and timing remain uncertain.

PPHC Completes Reverse Stock Split to Streamline Share Structure

Public Policy Holding Company, Inc. has completed a reverse stock split, consolidating shares at a one-for-five ratio, effective from 2 October 2025. This move, which does not affect the company’s operations or shareholder rights, aims to streamline its share structure, with the new ISIN now in effect for trading. The total issued and voting share capital now consists of 25,134,779 common shares, providing a new basis for shareholder interest calculations.

Public Policy Holding Co. Announces Reverse Stock Split

Public Policy Holding Company, Inc. has announced a reverse stock split with a one-for-five ratio, effective from October 2, 2025. This move, approved by the board and shareholders, aims to consolidate shares without affecting the authorized number or par value per share, potentially impacting trading dynamics and shareholder value.

PPHC Strengthens Board with New Appointments Ahead of Nasdaq Listing

Public Policy Holding Company, Inc. announced the appointment of Kathleen L. Casey and Charles D. Brown as independent Non-Executive Directors ahead of its anticipated Nasdaq listing. Casey, with extensive experience in government and private sectors, will chair the Nominating and Corporate Governance Committee, while Brown, with a background in finance and compliance, will chair the Audit Committee. These appointments, alongside the resignation of Bill Chess, former CFO and co-founder, are expected to enhance the board’s governance capabilities and strategic direction.

PPHC Shareholders Approve Reverse Stock Split Ahead of Nasdaq Listing

Public Policy Holding Company, Inc. announced the successful passing of two resolutions at its Special Meeting of Shareholders, paving the way for a Reverse Stock Split in anticipation of a Nasdaq listing. The resolutions received overwhelming support, with over 98% of votes in favor, allowing the board to proceed with confirming the Reverse Split ratio and implementing it. This move is expected to enhance PPHC’s market positioning and potentially attract more investors as it prepares for a Nasdaq listing.

PPHC Reports Strong H1 2025 Results with Strategic Acquisitions

Public Policy Holding Company, Inc. reported a strong financial performance for the first half of 2025, with a 23.6% increase in revenue to $87.9 million, driven by organic growth and strategic acquisitions. The acquisition of TrailRunner and Pine Cove Strategies has expanded PPHC’s capabilities and market presence, particularly in corporate communications and state government relations. The company remains optimistic about its growth prospects, supported by a robust pipeline of acquisition opportunities and plans for a U.S. IPO to enhance capital access.

PPHC Announces Special Meeting for Nasdaq Listing Plans

Public Policy Holding Company, Inc. has announced a Special Meeting of Shareholders to discuss its anticipated listing on the Nasdaq Stock Market. The meeting will address amendments to the company’s certificate of incorporation, including eliminating shareholder pre-emption rights, terminating mandatory takeover offer provisions, and implementing a reverse stock split. These changes aim to align with US market expectations and facilitate the Nasdaq listing, potentially impacting the company’s market positioning and shareholder value.