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Yougov plc
(LSE:YOU)
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Rating:77Outperform
Price Target:
279.00 p
▲(8.77% Upside)
Action:Reiterated
Date:07/12/26
The score is primarily driven by strong financial performance (fast revenue growth and improving operating margins, with solid cash generation). Technicals add support via a clear uptrend, but overbought signals temper the outlook. Valuation is reasonable but not cheap, with the dividend yield providing some offset.
Positive Factors
Proprietary panel & recurring revenue
YouGov’s proprietary respondent panel and subscription-based syndicated products create durable, repeatable revenue streams. Recurring access and audience data foster client stickiness, enable cross‑selling, and spread acquisition costs over time, supporting long-term margin stability and predictable cash flows.
Negative Factors
Rising leverage
An uptick in leverage reduces financial flexibility and raises interest expense sensitivity. Higher debt levels constrain capacity for opportunistic M&A or cyclical investment, and increase solvency risk during downturns, making capital allocation and long-term planning more constrained.
Read all positive and negative factors
Positive Factors
Negative Factors
Proprietary panel & recurring revenue
YouGov’s proprietary respondent panel and subscription-based syndicated products create durable, repeatable revenue streams. Recurring access and audience data foster client stickiness, enable cross‑selling, and spread acquisition costs over time, supporting long-term margin stability and predictable cash flows.
Read all positive factors
Yougov plc (YOU) vs. iShares MSCI United Kingdom ETF (EWC)
Market Cap
£294.48M
Dividend Yield3.68%
Average Volume (3M)469.92K
Price to Earnings (P/E)23.5
Beta (1Y)0.95
Revenue Growth2.11%
EPS Growth818.58%
CountryUK
Employees3,119
SectorIndustrials
Sector Strength72
IndustryAdvertising Agencies
Share Statistics
EPS (TTM)0.10
Shares Outstanding117,884,514
10 Day Avg. Volume680,425
30 Day Avg. Volume469,920
Financial Highlights & Ratios
PEG Ratio-0.05
Price to Book (P/B)1.91
Price to Sales (P/S)0.94
P/FCF Ratio8.27
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
£375.00Price Target Upside46.20% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering1
EPS Forecast (FY)0.27
Revenue Forecast (FY)£394.23M
Yougov plc Business Overview & Revenue Model
Company Description
YouGov plc delivers online market research solutions across a wide international footprint, encompassing the United Kingdom, the United States, Germany, the Nordic region, the Middle East, Continental Europe, and the Asia Pacific. Its operations a...
How the Company Makes Money
YouGov makes money by selling data, research, and analytics services to clients, primarily under contracted research engagements and subscriptions to its data products and platforms. A major revenue stream comes from custom research projects where...
Yougov plc Earnings Call Summary
Earnings Call Date:Oct 14, 2025
(Q4-2025)
| % Change Since: |
Next Earnings Date:Oct 20, 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.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.
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.
Read all updates
Q4-2025 Updates
Positive
Negative
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.
Read all positive updates
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
Income Statement
85
Very Positive
Balance Sheet
78
Positive
Cash Flow
80
Positive
| Breakdown | TTM | Jul 2025 | Jul 2024 | Jul 2023 | Jul 2022 | Jul 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 392.00M | 388.90M | 335.30M | 258.30M | 221.10M | 169.00M |
| Gross Profit | 280.90M | 283.30M | 271.10M | 199.90M | 167.00M | 127.50M |
| EBITDA | 77.20M | 74.00M | 49.40M | 70.50M | 51.50M | 39.70M |
| Net Income | 12.20M | 13.40M | -2.40M | 34.50M | 17.10M | 12.50M |
Balance Sheet | ||||||
| Total Assets | 564.40M | 600.30M | 609.70M | 304.30M | 240.40M | 198.50M |
| Cash, Cash Equivalents and Short-Term Investments | 32.80M | 54.80M | 73.60M | 107.20M | 37.40M | 35.50M |
| Total Debt | 209.60M | 221.90M | 238.80M | 11.20M | 12.20M | 13.20M |
| Total Liabilities | 377.90M | 409.20M | 426.50M | 108.10M | 115.40M | 86.50M |
| Stockholders Equity | 186.50M | 191.10M | 183.20M | 196.40M | 125.30M | 112.70M |
Cash Flow | ||||||
| Free Cash Flow | 33.70M | 44.10M | 37.70M | 42.10M | 44.40M | 16.60M |
| Operating Cash Flow | 34.60M | 45.20M | 39.70M | 59.50M | 61.90M | 37.70M |
| Investing Cash Flow | -17.80M | -20.70M | -280.90M | -17.40M | -42.90M | -23.90M |
| Financing Cash Flow | -33.50M | -42.90M | 208.30M | 29.10M | -20.00M | -11.50M |
Yougov plc Technical Analysis
Positive
256.50
Price Trends
217.49
Positive
201.11
Positive
224.25
Positive
Market Momentum
9.27
Negative
62.96
Neutral
69.63
Neutral
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 256.5 is above the 20-day moving average (MA) of 231.79, above the 50-day MA of 217.49, and above the 200-day MA of 224.25, indicating a bullish trend. The MACD of 9.27 indicates Negative momentum. The RSI at 62.96 is Neutral, neither overbought nor oversold. The STOCH value of 69.63 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for GB:YOU.
Yougov plc Peers Comparison
UnderperformOutperform
Sector (63)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
77 Outperform | £294.48M | 23.48 | 6.46% | 3.68% | 2.11% | 818.58% | |
63 Neutral | $10.79B | 15.43 | 7.44% | 2.01% | 2.89% | -14.66% | |
61 Neutral | £41.24M | 31.69 | 19.89% | 2.29% | -1.27% | -70.61% | |
58 Neutral | £283.17M | -9.38 | -20.40% | 4.98% | -15.42% | -176.16% | |
49 Neutral | £3.12B | -14.18 | -7.54% | 9.68% | -8.08% | -139.61% | |
45 Neutral | £13.37M | -0.95 | -37.24% | ― | -4.43% | -281.20% |
* Industrials Sector Average
GB:YOU
Yougov plc
244.00
-63.95
-20.77%
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9.63
-13.88
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GB:SYS1
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328.00
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GB:WPP
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Yougov plc Corporate Events
Regulatory Filings and Compliance
YouGov updates share capital and disclosure denominator
Neutral
Jul 1, 2026
YouGov plc, a leading global research data and analytics provider, operates one of the world’s largest online research networks, drawing on millions of panel members across 64 markets to deliver real-time insights. Its data is widely cited b...
Business Operations and StrategyRegulatory Filings and Compliance
YouGov Updates Share Capital and Employee Share Scheme Allotments
Neutral
Jun 1, 2026
YouGov plc has confirmed that as of 29 May 2026 its issued share capital stands at 117,882,979 ordinary shares, with 725,557 of these held in an employee benefit trust to satisfy awards under its share schemes. With no shares in treasury, the effe...
Executive/Board ChangesPrivate Placements and FinancingRegulatory Filings and Compliance
YouGov Issues New Shares to Non-Executive Directors, Updates Total Voting Rights
Neutral
Apr 30, 2026
YouGov has issued 18,785 new ordinary shares as part of its remuneration policy, paying a portion of non-executive directors’ fees in equity rather than cash. The allocation gives Ashley Martin and Devesh Mishra 8,051 shares each and Andrea ...
Other
YouGov Senior Independent Director Increases Stake with Share Purchase
Positive
Apr 21, 2026
YouGov plc disclosed that Senior Independent Director Belinda Richards has purchased 10,641 ordinary shares in the company at £1.88 per share on the London Stock Exchange. Following this transaction, Richards now holds 10,641 shares, represen...
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.