Yougov plc (YOU) AI Stock Analysis

• Market Cap: £421.62M
• Dividend Yield: 2.5%
• Average Volume (3M): 623.90K
• Price to Earnings (P/E): 272.1
• Beta (1Y): 0.91
• Revenue Growth: 42.19%
• EPS Growth: -94.16%
• Country: UK
• Employees: 1,960
• Sector: Industrials
• Sector Strength: 84
• Industry: Advertising Agencies
• EPS (TTM): 0.17
• Shares Outstanding: 117,116,140
• 10 Day Avg. Volume: 383,476
• 30 Day Avg. Volume: 623,901
• PEG Ratio: N/A
• Price to Book (P/B): 0.00
• Price to Sales (P/S): 0.00
• P/FCF Ratio: 0.00
• 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: £321.00
• Price Target Upside: -10.83% Downside
• Rating Consensus: Hold
• Number of Analyst Covering: 1

• Rating: 63 Neutral
• Price Target: 383.00p ▲(6.39% Upside)

YouGov plc's overall score is driven by strong financial performance and positive corporate events, despite technical challenges and high valuation concerns. The company's strategic initiatives and investor confidence provide a positive outlook, but profitability and valuation remain key risks.

Yougov plc Business Overview & Revenue Model

Company Description

YouGov plc is a global public opinion and data company headquartered in the United Kingdom. It specializes in market research and data analytics, providing insights into consumer sentiment and behavior through a range of digital services. The company's core offerings include online surveys and panels, which gather data from a large and diverse group of respondents. YouGov operates across various sectors including media, politics, and consumer markets, helping organizations understand public opinion and make informed decisions.

How the Company Makes Money

YouGov makes money primarily through its subscription-based data services and custom research projects. The company's revenue model is centered around its syndicated data products, such as YouGov BrandIndex and YouGov Profiles, which clients subscribe to for ongoing consumer insights and brand performance tracking. Additionally, YouGov generates income through custom research services, where it conducts tailored surveys and data analysis projects for businesses, governments, and non-profits. Key revenue streams include client subscriptions, bespoke research contracts, and partnerships with media organizations that utilize YouGov's data for content creation. The company's digital-first approach and extensive global panel network are significant factors contributing to its earnings.

Yougov plc Financial Statement Overview

Summary

The company shows strong revenue growth but faces profitability challenges with a decline in net income and EBIT margin. The balance sheet is stable with manageable leverage, though recent debt increases warrant caution. Cash flow generation is robust, supporting operations and potential 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	Sep 2024	Sep 2023	Sep 2022	Sep 2021	Sep 2020
Income Statement
Total Revenue	335.30M	258.30M	221.10M	169.00M	152.44M
Gross Profit	271.10M	199.90M	167.00M	127.50M	118.28M
EBITDA	49.40M	70.50M	51.50M	39.70M	30.77M
Net Income	-2.40M	34.50M	17.10M	12.50M	9.60M
Balance Sheet
Total Assets	609.70M	304.30M	240.40M	198.50M	178.35M
Cash, Cash Equivalents and Short-Term Investments	73.60M	107.20M	37.40M	35.50M	35.31M
Total Debt	238.80M	11.20M	12.20M	13.20M	9.35M
Total Liabilities	426.50M	108.10M	115.40M	86.50M	69.01M
Stockholders Equity	183.20M	196.40M	125.30M	112.70M	110.06M
Cash Flow
Free Cash Flow	37.70M	42.10M	44.40M	16.60M	16.76M
Operating Cash Flow	39.70M	59.50M	61.90M	37.70M	35.40M
Investing Cash Flow	-280.90M	-17.40M	-42.90M	-23.90M	-26.01M
Financing Cash Flow	208.30M	29.10M	-20.00M	-11.50M	-9.65M

Yougov plc Technical Analysis

• Technical Analysis Sentiment: Positive
• Last Price: 360.00
• 50DMA: Positive
• 100DMA: Positive
• 200DMA: Negative
• MACD: Negative
• RSI: Neutral
• STOCH: 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 360 is above the 20-day moving average (MA) of 331.70, above the 50-day MA of 340.68, and below the 200-day MA of 360.07, indicating a neutral trend. The MACD of -6.82 indicates Negative momentum. The RSI at 61.84 is Neutral, neither overbought nor oversold. The STOCH value of 37.51 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

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
PEBB	71 Outperform	£94.56M	15.54	7.08%	3.11%	0.88%	10.37%
NFG	69 Neutral	£277.04M	6.96	23.38%	5.55%	-0.66%	-26.16%
SAA	69 Neutral	£227.87M	17.98	33.95%	0.77%	-12.89%	―
SYS1	68 Neutral	£53.93M	12.06	36.26%	1.18%	33.67%	154.85%
Sector *	66 Neutral	CHF4.02B	22.99	13.13%	2.44%	-2.92%	-42.32%
YOU	63 Neutral	£421.62M	272.12	0.70%	2.50%	42.19%	-94.16%
SFOR	47 Neutral	£139.55M	99.88	-42.53%	4.42%	-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.

Octopus Investments Increases Stake in YouGov PLC

YouGov PLC has announced a change in its major holdings, with Octopus Investments Limited increasing its voting rights in the company to 7.15% as of May 2, 2025. This acquisition of voting rights signifies a strategic move by Octopus Investments, potentially impacting YouGov’s governance and future decision-making processes, while also reflecting confidence in YouGov’s market position and growth potential.