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ENXTPA:IPS Community
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Ipsos
AN
AnalystLowTarget
Consensus Narrative from 9 Analysts
Geopolitical Woes And Integration Risks Will Curb Growth Despite Hope
Key Takeaways Investments in AI and expansion into new verticals offer long-term potential, but face competitive threats, regulatory burdens, and integration challenges that could pressure margins. Structural weaknesses in key emerging markets and sector-specific risks may dampen revenue growth and create earnings volatility despite ongoing innovation and acquisitions.
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€47.20
FV
17.7% undervalued
intrinsic discount
3.58%
Revenue growth p.a.
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11 days ago
author updated this narrative
Ipsos
AN
AnalystHighTarget
Consensus Narrative from 9 Analysts
Digital Transformation And Secular Trends Will Expand Market Reach
Key Takeaways Effective integration of acquisitions and advanced AI adoption position Ipsos for margin expansion, revenue growth, and industry-leading productivity, surpassing typical sector expectations. Unique scale, regulatory expertise, and strong digital offerings strengthen Ipsos' competitive moat, ensuring sustained market share gains and resilient revenue expansion.
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€73.00
FV
46.8% undervalued
intrinsic discount
5.93%
Revenue growth p.a.
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12 days ago
author updated this narrative
Ipsos
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Advancements In AI And Digital Platforms Will Shape Future Success
Key Takeaways Digital innovation and AI integration drive faster insights, operational efficiency, and higher margins across Ipsos' evolving business mix. Strategic acquisitions, compliance leadership, and cost controls enhance market positioning, client retention, and set the stage for sustained revenue and profit growth.
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€63.56
FV
38.9% undervalued
intrinsic discount
4.77%
Revenue growth p.a.
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4 days ago
author updated this narrative
Your Valuation for
IPS
IPS
Ipsos
Your Fair Value
€
Current Price
€38.84
13.1% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
0
3b
2015
2018
2021
2024
2025
2027
2030
Revenue €3.0b
Earnings €221.2m
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