tiprankstipranks
Trending News
More News >
Yougov plc (GB:YOU)
LSE:YOU

Yougov plc (YOU) AI Stock Analysis

Compare
99 Followers

Top Page

GB:YOU

Yougov plc

(LSE:YOU)

Select Model
Select Model
Select Model
Outperform 75 (OpenAI - 5.2)
Rating:75Outperform
Price Target:
216.00p
▼(-15.79% Downside)
Action:UpgradedDate:12/19/25
Yougov plc's overall stock score reflects strong financial performance and promising strategic initiatives highlighted in the earnings call. While technical indicators show mixed signals, the company's valuation is reasonable, and its focus on innovation and AI integration positions it well for future growth. Geographic and sectoral challenges, along with increased leverage, are areas to watch.
Positive Factors
Revenue Growth
YouGov reported material top-line growth driven by the full-year impact of Shopper and data product recovery. That expands its recurring revenue base and diversification between subscriptions and bespoke work, creating a stronger platform for sustainable multi-quarter revenue growth.
Strong Cash Generation
Consistent operating cash flow and rising free cash flow improve self-funding capacity. This durability supports continued investment in the data platform and AI, funds integration or product development, and enables steady deleveraging without heavy reliance on external financing.
Successful Shopper Integration & Margin Gains
The Shopper acquisition delivered scale and GBP20m annualized cost savings, materially lifting operating profit. Realized synergies and improved EBIT/EBITDA margins indicate repeatable integration capability and a durable uplift to profitability if management sustains execution.
Negative Factors
Increased Leverage
A net debt/EBITDA of 1.7 and rising leverage narrows financial flexibility, forcing trade-offs between deleveraging and growth investments. Persistent higher leverage increases sensitivity to cashflow swings and could limit strategic moves like bolt-on M&A or faster platform investment.
Geographic Performance Variability
Stagnant Europe and U.K. operational disruptions create revenue concentration and execution risk. Uneven regional performance reduces predictability of consolidated growth and requires sustained management focus to stabilize markets, which could slow overall company momentum.
Product Execution Risk
Dropping Category View shows gaps in product-market fit and execution discipline. Such missteps can erode client trust, waste R&D resources, and delay commercialization of other initiatives; reviving the product will demand additional investment and management attention.

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

Yougov plc Business Overview & Revenue Model

Company DescriptionYouGov PLC is a global data and analytics company that specializes in market research, opinion polling, and consumer insights. Founded in 2000 and headquartered in London, YouGov operates in various sectors, including media, technology, and consumer goods, providing clients with valuable insights to drive their marketing strategies. The company's core products and services include online surveys, brand tracking, and customized research solutions, leveraging its extensive panel of respondents to deliver real-time data and analysis.
How the Company Makes MoneyYouGov generates revenue through multiple key streams, primarily by offering subscription-based access to its panel data and analytics services. Clients, including businesses and organizations, pay for insights derived from YouGov's extensive survey data, which is collected from millions of respondents across various demographics. Additionally, YouGov earns revenue from bespoke research projects, where clients commission specific studies tailored to their needs. Partnerships with media organizations and advertising agencies also contribute to its earnings by enhancing the reach and utility of YouGov's data services. The company's ability to harness technology for data collection and analysis further strengthens its revenue model, making it a vital player in the market research industry.

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 shows strong financial performance with robust revenue growth and improving profitability margins. The balance sheet is stable, though leverage has increased, which requires monitoring. Cash flow generation is strong, supporting overall financial health.
Income Statement
85
Very Positive
Yougov plc has demonstrated strong revenue growth over the years, with a notable increase of 30.2% in the latest year. The gross profit margin remains robust, indicating efficient cost management. However, the net profit margin has been volatile, reflecting fluctuations in profitability. The EBIT and EBITDA margins have improved significantly, showcasing enhanced operational efficiency.
Balance Sheet
78
Positive
The company's balance sheet shows a manageable debt-to-equity ratio, although it has increased recently, indicating higher leverage. Return on equity has been positive, reflecting effective use of equity to generate profits. The equity ratio is stable, suggesting a balanced capital structure.
Cash Flow
80
Positive
Yougov plc's cash flow position is strong, with consistent operating cash flow generation. The free cash flow has grown, indicating improved cash management. The operating cash flow to net income ratio is healthy, suggesting efficient conversion of income into cash. However, the free cash flow to net income ratio has shown some variability.
BreakdownJul 2025Jul 2024Jul 2023Jul 2022Jul 2021
Income Statement
Total Revenue388.90M335.30M258.30M221.10M169.00M
Gross Profit283.30M271.10M199.90M167.00M127.50M
EBITDA74.00M49.40M70.50M51.50M39.70M
Net Income13.40M-2.40M34.50M17.10M12.50M
Balance Sheet
Total Assets600.30M609.70M304.30M240.40M198.50M
Cash, Cash Equivalents and Short-Term Investments54.80M73.60M107.20M37.40M35.50M
Total Debt221.90M238.80M11.20M12.20M13.20M
Total Liabilities409.20M426.50M108.10M115.40M86.50M
Stockholders Equity191.10M183.20M196.40M125.30M112.70M
Cash Flow
Free Cash Flow44.10M37.70M42.10M44.40M16.60M
Operating Cash Flow45.20M39.70M59.50M61.90M37.70M
Investing Cash Flow-20.70M-280.90M-17.40M-42.90M-23.90M
Financing Cash Flow-42.90M208.30M29.10M-20.00M-11.50M

Yougov plc Technical Analysis

Technical Analysis Sentiment
Negative
Last Price256.50
Price Trends
50DMA
229.64
Negative
100DMA
241.78
Negative
200DMA
281.65
Negative
Market Momentum
MACD
-8.84
Negative
RSI
32.64
Neutral
STOCH
21.82
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 256.5 is above the 20-day moving average (MA) of 204.45, above the 50-day MA of 229.64, and below the 200-day MA of 281.65, indicating a bearish trend. The MACD of -8.84 indicates Negative momentum. The RSI at 32.64 is Neutral, neither overbought nor oversold. The STOCH value of 21.82 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
75
Outperform
£225.61M27.227.16%3.68%15.99%
69
Neutral
£27.54M67.2721.43%2.29%3.32%-10.58%
68
Neutral
£286.92M-49.089.53%4.98%-5.98%-74.21%
63
Neutral
$10.79B15.437.44%2.01%2.89%-14.66%
56
Neutral
£62.89M-8.25-32.35%4.09%-13.72%-361.92%
49
Neutral
£2.75B-16.8811.44%9.68%-4.54%86.79%
48
Neutral
£17.72M-0.82-37.24%-0.79%-100.22%
* Industrials Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
GB:YOU
Yougov plc
191.80
-120.98
-38.68%
GB:CAU
Centaur Media
44.00
18.55
72.89%
GB:EBQ
Ebiquity
12.75
-11.25
-46.88%
GB:NFG
Next Fifteen Communications
284.00
3.17
1.13%
GB:SYS1
System1
215.00
-350.96
-62.01%
GB:WPP
WPP
255.10
-336.71
-56.89%

Yougov plc Corporate Events

Regulatory Filings and Compliance
YouGov Updates Share Capital and Voting Rights for FCA Disclosure
Neutral
Mar 2, 2026

YouGov plc, the global research data and analytics group, reported that as of 28 February 2026 its issued share capital comprised 117,864,194 ordinary shares, with none held in treasury and 237,944 shares held by the YouGov Employee Benefit Trust for employee share schemes. The company confirmed that shareholders should use 117,626,250 shares as the denominator when calculating whether they must disclose holdings under the Financial Conduct Authority’s Disclosure and Transparency Rules, clarifying the basis for regulatory reporting of major share interests.

The updated share count helps investors and regulators accurately track changes in significant stakes, supporting transparency in YouGov’s ownership structure. This notice aligns YouGov’s capital disclosure with UK regulatory requirements and ensures stakeholders have an up-to-date reference point for compliance with notification obligations.

The most recent analyst rating on (GB:YOU) stock is a Hold with a £220.00 price target. To see the full list of analyst forecasts on Yougov plc stock, see the GB:YOU Stock Forecast page.

Business Operations and StrategyExecutive/Board Changes
YouGov Names Ian Griffiths as Permanent Chair Amid Leadership Transition
Positive
Feb 18, 2026

YouGov has announced a boardroom change, with Deborah Davis stepping down as chair and from the board, having guided the company through a leadership transition and a refocus on strategic priorities. The board has appointed Ian Griffiths, a non-executive director since September 2025 and a veteran of Kantar and ITV, as permanent chair and head of the nomination committee, while he continues to serve on the audit, risk and remuneration committees.

Directors praised Davis for stabilising the business during a period of change and highlighted Griffiths’ industry experience as key to the next phase of YouGov’s development. Griffiths signalled his intention to work closely with management to return the business to growth and deliver value for shareholders, underscoring the strategic importance of this leadership transition for investors and the group’s future direction.

The most recent analyst rating on (GB:YOU) stock is a Hold with a £214.00 price target. To see the full list of analyst forecasts on Yougov plc stock, see the GB:YOU Stock Forecast page.

Other
YouGov discloses insider share dealings by director and company secretary
Neutral
Feb 12, 2026

YouGov has disclosed recent dealings in its shares by senior insiders, including a purchase by non-executive director Ashley Martin and option-related transactions by company secretary Tilly Heald. Martin acquired 16,586 ordinary shares on the London Stock Exchange, lifting his beneficial holding to 27,914 shares, or about 0.02% of YouGov’s issued share capital.

Heald exercised share options to acquire 1,614 shares and sold 771 shares to cover tax obligations arising from the exercise, also via the London market. The transactions underscore continuing insider participation in YouGov’s equity, a factor closely watched by investors for signals on management’s confidence in the company’s prospects and alignment with shareholder interests.

The most recent analyst rating on (GB:YOU) stock is a Hold with a £219.00 price target. To see the full list of analyst forecasts on Yougov plc stock, see the GB:YOU Stock Forecast page.

Other
YouGov chair increases stake with London market share purchase
Positive
Feb 11, 2026

YouGov plc, the international research and data analytics group, reported a share purchase by its chair, Deborah Davis, in the open market. Following the transaction, Davis now holds 20,175 ordinary shares in the company, equating to approximately 0.02% of YouGov’s issued share capital, according to the regulatory disclosure.

The purchase of 9,500 shares at £2.12 each on the London Stock Exchange modestly increases the chair’s equity stake and aligns her interests more closely with those of other shareholders. While the dealing is small in percentage terms, such PDMR transactions are often watched by investors as a signal of management confidence in the company’s prospects and valuation.

The most recent analyst rating on (GB:YOU) stock is a Hold with a £227.00 price target. To see the full list of analyst forecasts on Yougov plc stock, see the GB:YOU Stock Forecast page.

Business Operations and StrategyExecutive/Board Changes
YouGov reshapes finance leadership as long-serving CFO exits
Neutral
Feb 9, 2026

YouGov has announced a change in its finance leadership, with long-serving Chief Financial Officer Alex McIntosh stepping down from his role and from the Board after nineteen years at the company. McIntosh, credited by management with helping drive YouGov’s transformation from a small research agency into a 3,000-strong international data analytics group, will remain during his notice period to ensure an orderly handover.

The company has appointed James Davies as interim Chief Financial Officer, effective 12 February 2026, with the role sitting on YouGov’s senior executive Steering Team but not the Board for now. Davies brings over 25 years of experience in global organisations, including senior finance roles at OVO Energy and Monzo Bank, a background in investment banking and governance roles at British Cycling, as YouGov signals a focus on building a more focused, sustainable business and driving long-term value creation.

The most recent analyst rating on (GB:YOU) stock is a Hold with a £216.00 price target. To see the full list of analyst forecasts on Yougov plc stock, see the GB:YOU Stock Forecast page.

Business Operations and StrategyFinancial Disclosures
YouGov Maintains Modest Growth Outlook as AI Investments Advance
Neutral
Feb 4, 2026

The company’s half-year trading update to 31 January 2026 shows low-single-digit revenue growth, upheld by Research division momentum and steady Data Product renewals, while YouGov Shopper lagged due to delivery phasing; targeted investments in AI, data automation, and platform upgrades aim to reinforce midyear momentum amid macro headwinds, with modest full-year revenue growth still anticipated and profitability hinging on cost discipline and innovation payback. YouGov plans to release its detailed half-year results on 24 March 2026.

The most recent analyst rating on (GB:YOU) stock is a Buy with a £600.00 price target. To see the full list of analyst forecasts on Yougov plc stock, see the GB:YOU Stock Forecast page.

Other
YouGov CFO Increases Stake via Dividend Reinvestment Plan
Neutral
Jan 5, 2026

YouGov plc has disclosed that its Chief Finance Officer, Alex McIntosh, has increased his shareholding in the company through an automatic dividend reinvestment plan. On 15 December 2025, McIntosh acquired 31 ordinary shares at £2.55 each on the London Stock Exchange, bringing his total beneficial holding to 1,031 shares, equivalent to approximately 0.001% of YouGov’s issued share capital, a routine PDMR transaction that marginally strengthens insider alignment with shareholders.

The most recent analyst rating on (GB:YOU) stock is a Buy with a £289.00 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 Sets Updated Share Capital and Voting Rights Baseline for Disclosure Rules
Neutral
Jan 2, 2026

YouGov plc has confirmed that as of 31 December 2025 its issued share capital comprises 117,862,580 ordinary shares, with no shares held in treasury, and 651,680 of these shares held by the YouGov Employee Benefit Trust to satisfy employee share schemes. For the purposes of determining whether shareholders must disclose holdings under the UK Financial Conduct Authority’s Disclosure and Transparency Rules, the company has specified 117,210,900 shares as the denominator, clarifying the basis on which investors should calculate and notify changes in their interests in the group.

The most recent analyst rating on (GB:YOU) stock is a Buy with a £289.00 price target. To see the full list of analyst forecasts on Yougov plc stock, see the GB:YOU Stock Forecast page.

Business Operations and StrategyExecutive/Board Changes
YouGov Announces Long-Term Incentive Plan Awards
Positive
Dec 12, 2025

YouGov plc has announced the approval of a grant of nil cost options and conditional awards over 1,223,846 ordinary shares under its Long-Term Incentive Plan 2023. This initiative, aimed at incentivizing performance over a three-year period ending July 2028, includes awards to key executives such as Alex McIntosh, the Chief Finance Officer, who received options equivalent to 72% of his base salary. The plan underscores YouGov’s commitment to aligning executive compensation with long-term company performance, potentially impacting stakeholder interests by fostering sustained growth and value creation.

The most recent analyst rating on (GB:YOU) stock is a Buy with a £385.00 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: Dec 19, 2025