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Yougov plc (GB:YOU)
LSE:YOU
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Yougov plc (YOU) AI Stock Analysis

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GB:YOU

Yougov plc

(LSE:YOU)

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Neutral 59 (OpenAI - 4o)
Rating:59Neutral
Price Target:
350.00p
▲(30.35% Upside)
The overall stock score is primarily influenced by strong financial performance, despite profitability challenges and increased leverage. Technical analysis suggests potential bearish sentiment, while the high P/E ratio raises valuation concerns. The lack of earnings call and corporate events data limits additional insights.

Yougov plc (YOU) vs. iShares MSCI United Kingdom ETF (EWC)

Yougov plc Business Overview & Revenue Model

Company DescriptionYouGov plc provides online market research services in the United Kingdom, the United States, Germany, the Nordic countries, the Middle East, Mainland Europe, and the Asia Pacific. It operates through three divisions: Data Products, Data Services, and Custom Research. The Data Products division offers syndicated data products, which are available to clients on a subscription basis. The Data Services division provides clients with fast-turnaround services. The Custom Research division offers a range of quantitative and qualitative research services. The company is also involved in the software development and media production businesses, as well as provision of operations services. YouGov plc was founded in 2000 and is headquartered in London, the United Kingdom.
How the Company Makes MoneyYouGov generates revenue through several key streams: first, by offering subscription-based access to its online research tools and databases, which allows clients to access real-time data and insights. Second, the company provides custom research services, where clients commission specific studies or polls tailored to their needs. Additionally, YouGov earns revenue from its syndicated research products, which are sold to multiple clients across various industries, providing them with valuable benchmark data. The firm also benefits from strategic partnerships with organizations and brands that leverage its data for marketing and campaign strategies, further enhancing its revenue potential.

Yougov plc Earnings Call Summary

Earnings Call Date:Oct 14, 2025
(Q4-2025)
|
% Change Since: |
Next Earnings Date:Mar 24, 2026
Earnings Call Sentiment Neutral
The earnings call reflects a company in transition, focusing on innovation and AI to drive future growth while managing current challenges in certain geographic and sectoral areas. Despite mixed geographic performance and sectoral challenges, the company shows strong potential for future growth through AI integration and successful product innovations.
Q4-2025 Updates
Positive Updates
Revenue Growth
Revenue increased from GBP 335 million to GBP 389 million, driven by the full-year impact of Shopper and a return to growth in data products.
Profit Increase
Operating profit rose from GBP 49.6 million to GBP 60.7 million, aided by cost savings and the contribution of Shopper.
Innovation and AI Integration
YouGov is leveraging AI for new methodologies, particularly in panel recruitment and custom research, which are expected to enhance data reliability and client offerings.
Panel Engagement and Expansion
Continued panel engagement improvements and expansion into new data collection methodologies are promising for future growth.
Successful Integration of Shopper
Integration of Shopper exceeded expectations, contributing positively to overall growth and profit margins.
Negative Updates
Geographic Performance Variability
Europe showed 0% growth year-over-year due to headwinds in Switzerland and Germany, while the U.K. experienced disruptions due to redundancy programs.
Gaming Sector Decline
Long-term decline in the gaming sector continues to be a challenge, although mitigated by growth in other sectors like academic, technology, and financial services.
Missed Opportunities with Category View
The Category View product did not meet customer expectations and was dropped, although there are plans to revive it with improvements.
Debt and Deleveraging Concerns
Net debt to EBITDA is at 1.7, prompting a need for careful balance between deleveraging and investing in growth opportunities.
Company Guidance
During the call, YouGov provided guidance for fiscal year 2026, emphasizing a strategic focus on growth and innovation despite a challenging macroeconomic environment. The company reported revenue of GBP 389 million and a profit increase from GBP 49.6 million to GBP 60.7 million, largely due to the successful integration of Shopper and GBP 20 million in annualized cost savings. While core YouGov saw only 1% growth, data products reversed a previous decline, bolstered by a return to an 82% renewal rate. The Americas showed 3% growth, and Asia Pacific grew by 2%, despite Europe and the U.K. facing challenges. YouGov remains committed to deleveraging its balance sheet, having reduced a EUR 240 million loan facility by EUR 36 million and adjusted amortization payments to EUR 20 million annually for fiscal 2026 and 2027. Looking forward, YouGov plans modest improvements in revenue and margin, driven by investments in data science and technology, with a focus on enhancing its data platform and expanding Shopper's capabilities.

Yougov plc Financial Statement Overview

Summary
Yougov plc demonstrates strong revenue growth and operational efficiency, but faces profitability challenges with a negative net income in 2024. The balance sheet is stable, though increased leverage requires attention. Cash flow remains strong, supporting operations and investments.
Income Statement
65
Positive
The company exhibits strong revenue growth, with a notable increase from 2023 to 2024. However, profitability margins have declined, indicated by the negative net income in 2024 and a significant drop in EBIT margin compared to the previous year. The gross profit margin remains robust, suggesting operational efficiency despite the profitability challenges.
Balance Sheet
70
Positive
The balance sheet shows a solid equity base, with a reasonable debt-to-equity ratio. However, recent increases in total debt have raised leverage, which could be a potential risk if not managed properly. The equity ratio is healthy, reflecting a good proportion of assets funded by equity capital.
Cash Flow
75
Positive
Cash flow generation remains strong, with consistent free cash flow over the years. Despite a decline in operating cash flow in 2024, the company maintains a solid ratio of operating cash flow to net income. The free cash flow to net income ratio is favorable, indicating efficient cash generation relative to earnings.
BreakdownTTMDec 2024Dec 2023Dec 2022Dec 2021Dec 2020
Income Statement
Total Revenue383.90M335.30M258.30M221.10M169.00M152.44M
Gross Profit283.70M271.10M199.90M167.00M127.50M118.28M
EBITDA65.00M49.40M70.50M51.50M39.70M30.77M
Net Income1.30M-2.40M34.50M17.10M12.50M9.60M
Balance Sheet
Total Assets585.30M609.70M304.30M240.40M198.50M178.35M
Cash, Cash Equivalents and Short-Term Investments49.80M73.60M107.20M37.40M35.50M35.31M
Total Debt229.60M238.80M11.20M12.20M13.20M9.35M
Total Liabilities404.60M426.50M108.10M115.40M86.50M69.01M
Stockholders Equity181.30M183.20M196.40M125.30M112.70M110.06M
Cash Flow
Free Cash Flow41.40M37.70M42.10M44.40M16.60M16.76M
Operating Cash Flow43.90M39.70M59.50M61.90M37.70M35.40M
Investing Cash Flow-23.90M-280.90M-17.40M-42.90M-23.90M-26.01M
Financing Cash Flow-23.20M208.30M29.10M-20.00M-11.50M-9.65M

Yougov plc Technical Analysis

Technical Analysis Sentiment
Negative
Last Price268.50
Price Trends
50DMA
309.31
Negative
100DMA
325.48
Negative
200DMA
326.63
Negative
Market Momentum
MACD
-13.05
Negative
RSI
41.85
Neutral
STOCH
56.51
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For GB:YOU, the sentiment is Negative. The current price of 268.5 is below the 20-day moving average (MA) of 275.00, below the 50-day MA of 309.31, and below the 200-day MA of 326.63, indicating a bearish trend. The MACD of -13.05 indicates Negative momentum. The RSI at 41.85 is Neutral, neither overbought nor oversold. The STOCH value of 56.51 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for GB:YOU.

Yougov plc Peers Comparison

Overall Rating
UnderperformOutperform
Sector (63)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
£389.57M24.529.53%3.98%-5.98%-74.21%
£71.91M13.077.09%3.81%1.24%7.54%
£30.45M6.8136.26%2.25%24.67%119.90%
$10.79B15.437.44%2.01%2.89%-14.66%
£316.45M23.437.16%3.35%15.99%
£160.60M20.9718.23%1.12%-21.19%-29.54%
£154.31M-0.47-45.75%4.06%-14.27%-15466.67%
* Industrials Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
GB:YOU
Yougov plc
268.50
-207.78
-43.63%
GB:SAA
M&C Saatchi plc
132.50
-71.95
-35.19%
GB:NFG
Next Fifteen Communications
386.00
-20.32
-5.00%
GB:SYS1
System1
240.00
-345.15
-58.98%
GB:SFOR
S4 Capital Plc
24.65
-12.05
-32.83%
GB:PEBB
Pebble Group PLC
48.50
2.02
4.35%

Yougov plc Corporate Events

Business Operations and StrategyFinancial Disclosures
YouGov PLC Reports Steady FY25 Performance with Strategic Growth Initiatives
Positive
Aug 5, 2025

YouGov PLC has issued a trading update for the fiscal year ending July 31, 2025, indicating that its performance is expected to align with market expectations. The company has seen growth in its Data Products division due to stable renewal rates and new client acquisitions, while its Research division experienced modest growth. The YouGov Shopper segment performed slightly better than expected, and the company is on track to achieve significant cost savings. Looking forward, YouGov remains cautious about market volatility and client budget pressures but is optimistic about maintaining its momentum through innovation and high-quality data products.

The most recent analyst rating on (GB:YOU) stock is a Hold with a £495.00 price target. To see the full list of analyst forecasts on Yougov plc stock, see the GB:YOU Stock Forecast page.

Regulatory Filings and Compliance
YouGov Updates Share Capital and Voting Rights
Neutral
Aug 1, 2025

YouGov PLC announced that as of July 31, 2025, its issued share capital consisted of 117,857,148 ordinary shares, with no shares held in treasury. This figure includes 741,005 shares held by the YouGov Employee Benefit Trust for employee share schemes. Shareholders can use the adjusted figure of 117,116,143 for regulatory calculations under the Financial Conduct Authority’s rules. This update is crucial for stakeholders to accurately assess their interests in the company, maintaining compliance with disclosure and transparency regulations.

The most recent analyst rating on (GB:YOU) stock is a Buy with a £810.00 price target. To see the full list of analyst forecasts on Yougov plc stock, see the GB:YOU Stock Forecast page.

Other
YouGov PLC Announces Change in Major Shareholder Voting Rights
Neutral
Jul 4, 2025

YouGov PLC has announced a change in the voting rights held by Liontrust Investment Partners LLP, which now holds a total of 9.4211% voting rights in the company. This adjustment in holdings reflects a decrease from the previous 9.998% and could impact the company’s shareholder dynamics and decision-making processes.

The most recent analyst rating on (GB:YOU) stock is a Hold with a £495.00 price target. To see the full list of analyst forecasts on Yougov plc stock, see the GB:YOU Stock Forecast page.

Private Placements and Financing
YouGov CEO’s Share Transaction Notification
Neutral
Jul 2, 2025

YouGov plc announced a managerial dealing notification involving its CEO, Stephan Shakespeare, who granted a charge over 1,800,648 shares as security for a personal loan. This transaction, conducted on the London Stock Exchange, reflects internal financial management activities and may impact stakeholders’ perceptions of the company’s leadership stability.

The most recent analyst rating on (GB:YOU) stock is a Hold with a £495.00 price target. To see the full list of analyst forecasts on Yougov plc stock, see the GB:YOU Stock Forecast page.

Regulatory Filings and Compliance
YouGov Announces Total Voting Rights and Share Capital Details
Neutral
Jul 1, 2025

YouGov PLC announced the total voting rights as of June 30, 2025, with an issued share capital of 117,857,148 ordinary shares. The company highlighted that 749,005 of these shares are held by the YouGov Employee Benefit Trust for employee share schemes. This announcement is significant for shareholders as it provides the denominator for calculating changes in their interests under the Financial Conduct Authority’s rules, impacting their notification obligations.

The most recent analyst rating on (GB:YOU) stock is a Hold with a £495.00 price target. To see the full list of analyst forecasts on Yougov plc stock, see the GB:YOU Stock Forecast page.

Delistings and Listing ChangesRegulatory Filings and Compliance
YouGov PLC Announces Voting Rights and Block Listing Update
Neutral
Jun 2, 2025

YouGov PLC announced its total voting rights and block listing return as of May 30, 2025, with an issued share capital of 117,852,819 ordinary shares. The announcement included details about the company’s employee share schemes and the balance of unallotted securities under its Deferred Share Bonus Plan. This update is significant for stakeholders to assess their interests in the company under the Financial Conduct Authority’s rules.

The most recent analyst rating on (GB:YOU) stock is a Hold with a £495.00 price target. To see the full list of analyst forecasts on Yougov plc stock, see the GB:YOU Stock Forecast page.

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: Aug 21, 2025