Ipsos SA

ENXTPA:IPS 주식 리포트

시가총액: €1.5b

Ipsos 향후 성장

Future 기준 점검 1/6

Ipsos (는) 각각 연간 7.6% 및 2.3% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 8.2% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 13.5% 로 예상됩니다.

핵심 정보

7.6%

이익 성장률

8.24%

EPS 성장률

Media 이익 성장13.2%
매출 성장률2.3%
향후 자기자본이익률13.51%
애널리스트 커버리지

Good

마지막 업데이트20 Apr 2026

최근 향후 성장 업데이트

Ipsos SA (EPA:IPS) Just Reported Half-Year Earnings: Have Analysts Changed Their Mind On The Stock?

Jul 27
Ipsos SA (EPA:IPS) Just Reported Half-Year Earnings: Have Analysts Changed Their Mind On The Stock?

Ipsos SA (EPA:IPS) Just Released Its Interim Results And Analysts Are Updating Their Estimates

Jul 27
Ipsos SA (EPA:IPS) Just Released Its Interim Results And Analysts Are Updating Their Estimates

Recent updates

IPS: 2025 Guidance And Capital Returns Will Balance Earnings Caution

Analysts have trimmed their price target for Ipsos slightly, with the latest update moving from €73 to €72 as they refresh their models and assumptions around growth, profitability and valuation multiples. Analyst Commentary Bearish analysts trimming the price target to €72 signals a bit more caution around how Ipsos might balance growth, margins and valuation.

IPS: 2025 Guidance And Capital Returns Will Shape Earnings Expectations

Analysts have inched their price target for Ipsos lower to €72 from €73, reflecting updated views on the group’s earnings profile and valuation multiples while generally maintaining a constructive stance on the shares. Analyst Commentary Recent research reflects a slightly more cautious stance, with the price target adjusted to €72 from €73.

IPS: Outlook Will Rely On 2025 Guidance And Capital Return Plans

Analysts trimmed their Ipsos price target by €1 to €72, citing slightly revised assumptions for revenue growth and the discount rate, partly offset by a marginal improvement in projected profit margins and future P/E. Analyst Commentary Bearish analysts trimming the price target to €72 from €73 signals a slightly more cautious stance on Ipsos, even if the absolute change looks modest.

IPS: Stable Outlook Will Depend On 2025 Guidance And Dividend Policy

Analysts have kept their Ipsos price target steady at €36.70, citing slightly lower assumed revenue growth and profit margins, partly offset by a modest adjustment in the discount rate and future P/E expectations. What's in the News Ipsos SA plans to ask shareholders at the General Meeting on 20 May 2026 to approve a dividend of €2.00 per share, described as up more than 8%, with a payout ratio of 36% of adjusted diluted net earnings per share, with the dividend scheduled to be detached on 1 July 2026 (Key Developments).

IPS: Stable Outlook Will Rely On 2025 Guidance And CFO Transition

Analysts have maintained their Ipsos fair value estimate at €36.70, making only marginal adjustments to their underlying assumptions on discount rate, revenue growth, profit margin and future P/E that together result in an unchanged price target. What's in the News Ipsos confirmed its 2025 earnings guidance, targeting total revenue of around €2,525m, with organic growth of 0.6% for the year (Key Developments).

IPS: Fair Outlook Will Balance CFO Transition And Expanded Global Survey Program

Analysts have nudged their price target for Ipsos slightly higher to €36.70 from €36.50, citing small adjustments in their fair value model, discount rate, revenue growth assumptions, profit margin outlook and expected future P/E multiple. What's in the News Ipsos confirmed its 2025 earnings guidance, with total revenue expected to be around €2,525m and organic growth of 0.6% for the year (Corporate Guidance).

Ipsos (EPA:IPS) Shareholders Will Want The ROCE Trajectory To Continue

Jan 20
Ipsos (EPA:IPS) Shareholders Will Want The ROCE Trajectory To Continue

IPS: Fair Outlook Will Balance CFO Transition And Influential Survey Expansion

Analysts have maintained their fair value estimate for Ipsos at €36.50. Only small adjustments have been made to assumptions on the discount rate, revenue growth, profit margin and future P/E, resulting in an unchanged price target.

IPS: Fair Outlook Will Balance CFO Transition And Influential Survey Expansion

Analysts have cut their price target on Ipsos from €43.00 to €36.50, citing updated assumptions on the discount rate, revenue growth, profit margin, and a lower future P/E multiple. What's in the News Olivier Champourlier, currently Head of Group Controlling at Ipsos, has been appointed Interim Chief Financial Officer, effective 9 December 2025, as the company begins a selection process for a new Group CFO (Key Developments).

IPS: Expanded Influentials Survey Reach Will Drive Long Term Margin Upside

Analysts have nudged their price target on Ipsos slightly higher to align with a more optimistic long term profit margin outlook and modestly stronger valuation multiples, even though assumptions for growth and discount rates were only fractionally adjusted. What's in the News Olivier Champourlier, currently Head of Group Controlling, has been appointed Interim Chief Financial Officer effective December 9, 2025, as current Group CFO Dan Lévy prepares to step down and pursue opportunities outside Ipsos.

IPS: Expanding Global Influentials Reach Will Drive Strong Momentum Ahead

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.

IPS: Expanding Global Survey Coverage Will Support Strong Momentum Ahead

Analysts have maintained their price target for Ipsos at €57.61, citing stable financial projections and unchanged estimates for long-term growth and profitability. What's in the News Ipsos launched the 2025 Ipsos Global Influentials (IGI) survey, a large-scale study tracking cross-media consumption and brand preferences among top income earners and company leaders.

IPS: New CEO Appointment Will Drive Momentum In Period Ahead

Analysts have lowered their price target for Ipsos from $59 to $57.61. They cite slightly reduced revenue growth projections and a modest softening in profit margin expectations.

Leadership Transition And New Partnerships Will Shape Future Customer Experience Success

Analysts have lowered their price target for Ipsos from €61.89 to €59.00, citing a modest reduction in projected revenue growth and a slightly higher discount rate as key factors in the updated valuation. What's in the News Ipsos will host an Analyst/Investor Day event.

When Should You Buy Ipsos SA (EPA:IPS)?

Oct 07
When Should You Buy Ipsos SA (EPA:IPS)?

Ipsos SA's (EPA:IPS) Subdued P/E Might Signal An Opportunity

Sep 13
Ipsos SA's (EPA:IPS) Subdued P/E Might Signal An Opportunity

Ipsos SA (EPA:IPS) Just Reported Half-Year Earnings: Have Analysts Changed Their Mind On The Stock?

Jul 27
Ipsos SA (EPA:IPS) Just Reported Half-Year Earnings: Have Analysts Changed Their Mind On The Stock?

Ipsos (EPA:IPS) Has Announced That It Will Be Increasing Its Dividend To €1.85

Jun 13
Ipsos (EPA:IPS) Has Announced That It Will Be Increasing Its Dividend To €1.85

Investors Will Want Ipsos' (EPA:IPS) Growth In ROCE To Persist

Jun 12
Investors Will Want Ipsos' (EPA:IPS) Growth In ROCE To Persist

Ipsos (EPA:IPS) Has Announced That It Will Be Increasing Its Dividend To €1.85

Apr 18
Ipsos (EPA:IPS) Has Announced That It Will Be Increasing Its Dividend To €1.85

Ipsos (EPA:IPS) Has A Rock Solid Balance Sheet

Mar 20
Ipsos (EPA:IPS) Has A Rock Solid Balance Sheet
User avatar

Digital Platform Expansion And Emerging Markets Will Drive Future Opportunities

Strong growth in Ipsos.Digital and strategic acquisitions aim to enhance profitability and expand market presence, positively impacting future earnings.

Ipsos SA's (EPA:IPS) Shares Lagging The Market But So Is The Business

Jan 30
Ipsos SA's (EPA:IPS) Shares Lagging The Market But So Is The Business

Is It Time To Consider Buying Ipsos SA (EPA:IPS)?

Dec 27
Is It Time To Consider Buying Ipsos SA (EPA:IPS)?

Does Ipsos (EPA:IPS) Have A Healthy Balance Sheet?

Dec 03
Does Ipsos (EPA:IPS) Have A Healthy Balance Sheet?

Returns Are Gaining Momentum At Ipsos (EPA:IPS)

Nov 08
Returns Are Gaining Momentum At Ipsos (EPA:IPS)

Ipsos SA's (EPA:IPS) Shares May Have Run Too Fast Too Soon

Oct 12
Ipsos SA's (EPA:IPS) Shares May Have Run Too Fast Too Soon

Ipsos SA (EPA:IPS) Just Released Its Interim Results And Analysts Are Updating Their Estimates

Jul 27
Ipsos SA (EPA:IPS) Just Released Its Interim Results And Analysts Are Updating Their Estimates

There's Been No Shortage Of Growth Recently For Ipsos' (EPA:IPS) Returns On Capital

Jul 17
There's Been No Shortage Of Growth Recently For Ipsos' (EPA:IPS) Returns On Capital

Ipsos (EPA:IPS) Is Increasing Its Dividend To €1.65

Jun 19
Ipsos (EPA:IPS) Is Increasing Its Dividend To €1.65

Ipsos (EPA:IPS) Is Increasing Its Dividend To €1.65

Jun 04
Ipsos (EPA:IPS) Is Increasing Its Dividend To €1.65

Ipsos (EPA:IPS) Is Increasing Its Dividend To €1.65

May 21
Ipsos (EPA:IPS) Is Increasing Its Dividend To €1.65

These 4 Measures Indicate That Ipsos (EPA:IPS) Is Using Debt Reasonably Well

May 11
These 4 Measures Indicate That Ipsos (EPA:IPS) Is Using Debt Reasonably Well

Ipsos (EPA:IPS) Is Paying Out A Larger Dividend Than Last Year

Apr 26
Ipsos (EPA:IPS) Is Paying Out A Larger Dividend Than Last Year

Some Investors May Be Willing To Look Past Ipsos' (EPA:IPS) Soft Earnings

Apr 22
Some Investors May Be Willing To Look Past Ipsos' (EPA:IPS) Soft Earnings

Ipsos (EPA:IPS) Is Increasing Its Dividend To €1.65

Apr 08
Ipsos (EPA:IPS) Is Increasing Its Dividend To €1.65

There's Been No Shortage Of Growth Recently For Ipsos' (EPA:IPS) Returns On Capital

Mar 12
There's Been No Shortage Of Growth Recently For Ipsos' (EPA:IPS) Returns On Capital

What Is Ipsos SA's (EPA:IPS) Share Price Doing?

Jan 14
What Is Ipsos SA's (EPA:IPS) Share Price Doing?

Is Ipsos (EPA:IPS) Using Too Much Debt?

Dec 24
Is Ipsos (EPA:IPS) Using Too Much Debt?

At €43.54, Is Ipsos SA (EPA:IPS) Worth Looking At Closely?

Oct 11
At €43.54, Is Ipsos SA (EPA:IPS) Worth Looking At Closely?

Here's Why Ipsos (EPA:IPS) Can Manage Its Debt Responsibly

Sep 16
Here's Why Ipsos (EPA:IPS) Can Manage Its Debt Responsibly

Ipsos' (EPA:IPS) Dividend Will Be Increased To €1.35

Jun 21
Ipsos' (EPA:IPS) Dividend Will Be Increased To €1.35

Does Ipsos (EPA:IPS) Have A Healthy Balance Sheet?

Jun 08
Does Ipsos (EPA:IPS) Have A Healthy Balance Sheet?

Ipsos (EPA:IPS) Is Increasing Its Dividend To €1.35

May 19
Ipsos (EPA:IPS) Is Increasing Its Dividend To €1.35

Should You Investigate Ipsos SA (EPA:IPS) At €47.76?

May 16
Should You Investigate Ipsos SA (EPA:IPS) At €47.76?

Ipsos' (EPA:IPS) Shareholders Will Receive A Bigger Dividend Than Last Year

Apr 10
Ipsos' (EPA:IPS) Shareholders Will Receive A Bigger Dividend Than Last Year

Does Ipsos (EPA:IPS) Deserve A Spot On Your Watchlist?

Apr 06
Does Ipsos (EPA:IPS) Deserve A Spot On Your Watchlist?

Ipsos (EPA:IPS) Has A Rock Solid Balance Sheet

Mar 05
Ipsos (EPA:IPS) Has A Rock Solid Balance Sheet

이익 및 매출 성장 예측

ENXTPA:IPS - 애널리스트 향후 추정치 및 과거 재무 데이터 (EUR Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/20282,6992342193165
12/31/20272,6332181952846
12/31/20262,5632011832597
12/31/20252,525187219302N/A
9/30/20252,491183221303N/A
6/30/20252,457180223304N/A
3/31/20252,449192246321N/A
12/31/20242,441205268338N/A
9/30/20242,441193275342N/A
6/30/20242,441181281345N/A
3/31/20242,416171253315N/A
12/31/20232,390160226284N/A
9/30/20232,380173234290N/A
6/30/20232,371186241295N/A
3/31/20232,388201256310N/A
12/31/20222,405215270325N/A
9/30/20222,340206266319N/A
6/30/20222,275197261313N/A
3/31/20222,211191282330N/A
12/31/20212,147184302346N/A
9/30/20212,096182281320N/A
6/30/20212,045180260294N/A
3/31/20211,941145297331N/A
12/31/20201,837109334369N/A
9/30/20201,86298315354N/A
6/30/20201,88687297339N/A
3/31/20201,94596216259N/A
12/31/20192,003105135178N/A
9/30/20191,935103N/A171N/A
6/30/20191,867102N/A163N/A
3/31/20191,808105N/A167N/A
12/31/20181,749108N/A170N/A
9/30/20181,741120N/A149N/A
6/30/20181,733132N/A127N/A
3/31/20181,757130N/A113N/A
12/31/20171,780129N/A99N/A
9/30/20171,782111N/A116N/A
6/30/20171,78393N/A134N/A
3/31/20171,783100N/A150N/A
12/31/20161,783107N/A167N/A
9/30/20161,784111N/A166N/A
6/30/20161,786115N/A165N/A
3/31/20161,786104N/A167N/A
12/31/20151,78593N/A168N/A
9/30/20151,76693N/A163N/A
6/30/20151,74692N/A158N/A

애널리스트 향후 성장 전망

수입 대 저축률: IPS 의 연간 예상 수익 증가율(7.6%)이 saving rate(2.3%)보다 높습니다.

수익 vs 시장: IPS 의 연간 수익(7.6%)이 French 시장(11.9%)보다 느리게 성장할 것으로 예상됩니다.

고성장 수익: IPS 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: IPS 의 수익(연간 2.3%)이 French 시장(연간 5.6%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: IPS 의 수익(연간 2.3%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.


주당순이익 성장 예측


향후 자기자본이익률

미래 ROE: IPS의 자본 수익률은 3년 후 13.5%로 낮을 것으로 예상됩니다.


성장 기업 찾아보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/04/29 12:03
종가2026/04/29 00:00
수익2025/12/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

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산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Ipsos SA는 23명의 분석가가 다루고 있습니다. 이 중 7명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Grégoire HermannBerenberg
Anna PatriceBerenberg
Marie-Line FortBernstein