Yougov plc (YOU) AI Stock Analysis

• Market Cap: £406.98M
• Dividend Yield: 2.59%
• Average Volume (3M): 583.42K
• Price to Earnings (P/E): 312.4
• Beta (1Y): 0.96
• Revenue Growth: 42.19%
• EPS Growth: -94.16%
• Country: UK
• Employees: 1,960
• Sector: Industrials
• Sector Strength: 76
• Industry: Advertising Agencies
• EPS (TTM): 0.17
• Shares Outstanding: 117,116,140
• 10 Day Avg. Volume: 384,680
• 30 Day Avg. Volume: 583,423
• PEG Ratio: N/A
• Price to Book (P/B): N/A
• Price to Sales (P/S): N/A
• P/FCF Ratio: N/A
• 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: £558.33
• Price Target Upside: 62.78% Upside
• Rating Consensus: Moderate Buy
• Number of Analyst Covering: 3

• Rating: 59 Neutral
• Price Target: 350.00p ▲(2.04% 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 Business Overview & Revenue Model

Company Description

YouGov 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 Money

YouGov 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 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

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

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

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.

Breakdown	TTM	Dec 2024	Dec 2023	Dec 2022	Dec 2021	Dec 2020
Income Statement
Total Revenue	383.90M	335.30M	258.30M	221.10M	169.00M	152.44M
Gross Profit	283.70M	271.10M	199.90M	167.00M	127.50M	118.28M
EBITDA	65.00M	49.40M	70.50M	51.50M	39.70M	30.77M
Net Income	1.30M	-2.40M	34.50M	17.10M	12.50M	9.60M
Balance Sheet
Total Assets	585.30M	609.70M	304.30M	240.40M	198.50M	178.35M
Cash, Cash Equivalents and Short-Term Investments	49.80M	73.60M	107.20M	37.40M	35.50M	35.31M
Total Debt	229.60M	238.80M	11.20M	12.20M	13.20M	9.35M
Total Liabilities	404.60M	426.50M	108.10M	115.40M	86.50M	69.01M
Stockholders Equity	181.30M	183.20M	196.40M	125.30M	112.70M	110.06M
Cash Flow
Free Cash Flow	41.40M	37.70M	42.10M	44.40M	16.60M	16.76M
Operating Cash Flow	43.90M	39.70M	59.50M	61.90M	37.70M	35.40M
Investing Cash Flow	-23.90M	-280.90M	-17.40M	-42.90M	-23.90M	-26.01M
Financing Cash Flow	-23.20M	208.30M	29.10M	-20.00M	-11.50M	-9.65M

Yougov plc Technical Analysis

• Technical Analysis Sentiment: Positive
• Last Price: 343.00
• 50DMA: Negative
• 100DMA: Positive
• 200DMA: Negative
• MACD: Negative
• RSI: Neutral
• STOCH: Negative

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For GB:YOU, the sentiment is Positive. The current price of 343 is above the 20-day moving average (MA) of 333.02, below the 50-day MA of 343.60, and below the 200-day MA of 353.60, indicating a neutral trend. The MACD of 1.72 indicates Negative momentum. The RSI at 53.82 is Neutral, neither overbought nor oversold. The STOCH value of 85.45 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for GB:YOU.

Yougov plc Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
SYS1	74 Outperform	£55.83M	12.34	36.26%	1.14%	24.67%	119.90%
PEBB	73 Outperform	£83.03M	14.62	7.08%	3.30%	0.88%	10.37%
SAA	70 Neutral	£206.06M	16.63	33.95%	0.86%	-12.89%	―
NFG	69 Neutral	£270.98M	6.89	23.38%	5.86%	-0.66%	-26.16%
Sector *	64 Neutral	$10.95B	16.37	8.81%	1.96%	2.68%	-15.33%
YOU	59 Neutral	£406.98M	312.39	0.70%	2.59%	42.19%	-94.16%
SFOR	49 Neutral	£136.95M	99.88	-42.53%	4.62%	-16.14%	-5856.63%

Yougov plc Corporate Events

YouGov PLC Reports Steady FY25 Performance with Strategic Growth Initiatives

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.

YouGov Updates Share Capital and Voting Rights

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.

YouGov PLC Announces Change in Major Shareholder Voting Rights

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.

YouGov CEO’s Share Transaction Notification

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.

YouGov Announces Total Voting Rights and Share Capital Details

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.

YouGov PLC Announces Voting Rights and Block Listing Update

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.