Update shared on 06 Dec 2025
Narrative Update on Ipsos
Analysts have maintained their price target for Ipsos at approximately €57.61. This reflects largely unchanged views on the company’s fair value, as only minor adjustments to the discount rate and valuation inputs were made. They see this as reaffirming the current outlook rather than warranting a revision in the target price.
What's in the News
- Ipsos launches the 2025 Ipsos Global Influentials survey, a year-round study of over 140,000 interviews across 43 markets that tracks the behaviors and media consumption of high-income, early adopter consumer and business leaders, offering expanded sector-specific insights in areas such as finance and AI (Key Developments).
- The new IGI wave highlights that Global Influentials act as powerful market multipliers, with 68% being early adopters, 80% influencing decisions across 20 product and service categories, and nearly 8 in 10 reporting stable or improved family finances despite economic uncertainty (Key Developments).
- Medallia and Ipsos deepen their partnership with Volkswagen Group UK to launch CX Health, a customer experience program that replaces dealer incentive-based survey targets with real-time feedback, AI-powered text analytics, and redesigned performance metrics to better capture the true voice of the customer (Key Developments).
- Ipsos hosts an Analyst and Investor Day, providing the financial community with updates on the company’s strategy, operational priorities, and medium term growth drivers (Key Developments).
Valuation Changes
- Fair Value Estimate: Unchanged at approximately €57.61 per share, indicating a stable central valuation view.
- Discount Rate: Fallen slightly from about 6.47% to 6.46%, reflecting a marginally lower perceived risk or cost of capital.
- Revenue Growth: Essentially unchanged at around 4.33% per year, suggesting no material revision to top line expectations.
- Net Profit Margin: Effectively stable at roughly 9.18%, implying steady profitability assumptions.
- Future P/E: Edged down slightly from about 11.67x to 11.67x, signaling a nearly identical multiple applied to forward earnings.
Disclaimer
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