Update shared on 14 Oct 2025
Fair value Decreased 9.04%The analyst price target for YouGov has been revised downward from £5.81 to £5.28. Analysts cite reduced revenue growth expectations and lower profit margins as the main drivers behind the adjustment.
What's in the News
- YouGov plc has recommended a dividend of 9.25 pence per share. Payment is scheduled for 9 December 2025, pending shareholder approval at the Annual General Meeting on 4 December 2025 (Key Developments).
- The company provided group earnings guidance for fiscal year 2026, expecting only modest revenue progress due to incremental investments (Key Developments).
- YouGov expects strong reported revenue for fiscal year 2025, attributing this to the full-year impact of the CPS acquisition (Key Developments).
Valuation Changes
- Fair Value Estimate has decreased from £5.81 to £5.28. This reflects a lower perceived intrinsic value for YouGov shares.
- Discount Rate has risen slightly from 7.78% to 7.99%, indicating increased perceived risk or return requirements.
- Revenue Growth Forecast has fallen significantly, dropping from 4.12% to 2.66% for future periods.
- Net Profit Margin Projection has declined from 11.87% to 8.01%, pointing to lower expected profitability.
- Future P/E Ratio has increased from 16.8x to 23.2x, suggesting higher relative valuation despite reduced growth and margin expectations.
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