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Nielsen Holdings plcNYSE:NLSN 주식 보고서

시가총액 US$10.1b
주가
n/a
1Y42.5%
7D0.2%
1D0.04%
포트폴리오 가치
​
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Nielsen Holdings plc

NYSE:NLSN 주식 리포트

시가총액: US$10.1b

This company has been acquired

The company may no longer be operating, as it has been acquired. Find out why through their latest events.

Nielsen Holdings (NLSN) 주식 개요

Nielsen Holdings plc, together with its subsidiaries, operates as a measurement and data analytics company worldwide. 자세히 보기

NLSN 펀더멘털 분석
스노우플레이크 점수
가치 평가4/6
미래 성장1/6
과거 실적5/6
재무 건전성3/6
배당0/6

강점

공정 가치 추정치보다 낮은 55.6% 에서 거래

수익은 매년 9.35% 증가할 것으로 예상됩니다.

지난 1년간 수익이 90.6% 증가했습니다.

위험 분석

부채는 operating cash flow로 충분히 감당되지 않습니다.


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Nielsen Holdings plc 경쟁사

가격 이력 및 성과

Nielsen Holdings 주가의 최고가, 최저가 및 변동 요약
과거 주가
현재 주가US$27.98
52주 최고가US$28.00
52주 최저가US$16.02
베타1.18
1개월 변동0.43%
3개월 변동21.86%
1년 변동42.54%
3년 변동35.69%
5년 변동-30.05%
IPO 이후 변동11.92%

최근 뉴스 및 업데이트

Seeking Alpha • Oct 03

Nielsen ticks higher amid NYSE delisting notice for sale to Elliott, Brookfield

Nielsen Holdings (NYSE:NLSN) ticked up 0.4% amid a NYSE delisting notice that indicated NLSN shares would be suspended Oct. 12 due its planned sale to Elliott Management and Brookfield Business Partners. Nielsen (NLSN) last month received shareholder approval of a deal to be acquired by a private-equity consortium in a transaction valued at $16B including debt. The company cleared the way to rescheduled meetings to vote on the deal following an agreement with shareholder WindAcre whereby WindAcre would join the purchasing consortium. Editors note: Corrects to indicate its an NYSE delisting notice.
Seeking Alpha • Sep 01

Nielsen gets shareholder OK for private-equity buyout

Nielsen Holdings (NYSE:NLSN) has received shareholder approval of a deal to be acquired by a private-equity consortium in a transaction valued at $16B including debt. The company had previously set a court meeting and special meeting of shareholders for Thursday to consider the acquisition by partners including Evergreen Coast Capital, an affiliate of Elliott Investment Management, and Brookfield Business Partners and its institutional partners. Now through the two meetings, shareholders have signed off on the deal at $28 per share in cash. Nielsen stock is now at $27.82 per share. The deal is expected to close in October, pending closing conditions including court approval of its scheme of arrangement. The company cleared the way to rescheduled meetings to vote on the deal following an agreement with shareholder WindAcre whereby WindAcre would join the purchasing consortium.
Seeking Alpha • Aug 19

Nielsen sets new meetings on acquisition deal for Sept. 1

Nielsen Holdings (NYSE:NLSN) has scheduled reconvened shareholder meetings in an updated proxy solicitation, backing reports that a sale of the company to private equity is on track after an agreement with shareholder WindAcre. Nielsen last week had said two meetings tied to its acquisition were postponed, and that it reached an agreement whereby WindAcre would join the consortium buying the company. Now both meetings - a UK Court Meeting and a special meeting of Nielsen shareholders - are rescheduled for Sept. 1, at 8:15 a.m. ET and 8:30 a.m. ET respectively. At the Court Meeting, holders will be asked to vote on the acquisition arrangement. WindAcre has agreed to invest $500M in an indirect parent company of Nielsen in exchange for issued securities after the close of the acquisition. The outside date for the deal moves to Oct. 14. An amended ownership statement shows WindAcre with a 27.3% stake in Nielsen.

Recent updates

Seeking Alpha • Oct 03

Nielsen ticks higher amid NYSE delisting notice for sale to Elliott, Brookfield

Nielsen Holdings (NYSE:NLSN) ticked up 0.4% amid a NYSE delisting notice that indicated NLSN shares would be suspended Oct. 12 due its planned sale to Elliott Management and Brookfield Business Partners. Nielsen (NLSN) last month received shareholder approval of a deal to be acquired by a private-equity consortium in a transaction valued at $16B including debt. The company cleared the way to rescheduled meetings to vote on the deal following an agreement with shareholder WindAcre whereby WindAcre would join the purchasing consortium. Editors note: Corrects to indicate its an NYSE delisting notice.
Seeking Alpha • Sep 01

Nielsen gets shareholder OK for private-equity buyout

Nielsen Holdings (NYSE:NLSN) has received shareholder approval of a deal to be acquired by a private-equity consortium in a transaction valued at $16B including debt. The company had previously set a court meeting and special meeting of shareholders for Thursday to consider the acquisition by partners including Evergreen Coast Capital, an affiliate of Elliott Investment Management, and Brookfield Business Partners and its institutional partners. Now through the two meetings, shareholders have signed off on the deal at $28 per share in cash. Nielsen stock is now at $27.82 per share. The deal is expected to close in October, pending closing conditions including court approval of its scheme of arrangement. The company cleared the way to rescheduled meetings to vote on the deal following an agreement with shareholder WindAcre whereby WindAcre would join the purchasing consortium.
Seeking Alpha • Aug 19

Nielsen sets new meetings on acquisition deal for Sept. 1

Nielsen Holdings (NYSE:NLSN) has scheduled reconvened shareholder meetings in an updated proxy solicitation, backing reports that a sale of the company to private equity is on track after an agreement with shareholder WindAcre. Nielsen last week had said two meetings tied to its acquisition were postponed, and that it reached an agreement whereby WindAcre would join the consortium buying the company. Now both meetings - a UK Court Meeting and a special meeting of Nielsen shareholders - are rescheduled for Sept. 1, at 8:15 a.m. ET and 8:30 a.m. ET respectively. At the Court Meeting, holders will be asked to vote on the acquisition arrangement. WindAcre has agreed to invest $500M in an indirect parent company of Nielsen in exchange for issued securities after the close of the acquisition. The outside date for the deal moves to Oct. 14. An amended ownership statement shows WindAcre with a 27.3% stake in Nielsen.
Seeking Alpha • Aug 09

Nielsen soars 21% after WindAcre reaches agreement with consortium

Nielsen Holdings (NYSE:NLSN) jumped 21% in premarket trading after holder Windacre reached an agreement with the consortium buying the tv/Internet ratings measurement company. Under the preliminary agreement, WindAcre would join the Consortium with respect to a portion of its shares and would receive $28 per share – the same price to be paid to all other shareholders – for its remaining shares, according to a statement. WindAcre came to an agreement with the Elliott Investment affiliate Evergreen Coast Capital and and Brookfield Business Partners (NYSE:BBU). Following the preliminary agreement with WindAcre, the court meeting and special shareholder meeting scheduled for Tuesday has been postponed. The agreement with WindAcre is a crucial one as closure of Nielsen takeover has faced resistance for months from Nielsen's largest holder WindAcre, which has said it plans to block the merger. Nielsen (NLSN) in late March agreed to a $16B sale of the TV/Internet measurement company to a private equity consortium.
Seeking Alpha • Jul 21

Nielsen A $4 Spread And A Switch

Nielsen is to be acquired by Elliot and Brookfield for $28 per share. The current gross spread is around $4 or 16%. The buyers can circumvent WindAcre attempts to block the deal by switching to an offer. Nielsen (NLSN) at the current price represents an opportunity where the odds are in our side. The annualized spread is over 50% if the deal closes by October 2022, and the odds of the deal to go through are much bigger than the market is pricing because is too worried about WindAcre statement that will block the deal. They can block the deal, but there are workarounds that the buyer consortium can use to force the purchase. Background Nielsen started a strategic review in the last quarter of 2018. A year later, in November 2019, with the strategic review complete and having received no offers for the whole business the company announced a spin-off of its Global Connect business. With Elliot help it end up selling the business to Advent International for $2.7 Billion in March 2021. In July 2022, Elliot started to express that would like to take Nielsen private at significant premium, and after a couple of negotiations the buyer consortium, which includes Elliot and Brookfield offered $30 per share, but then corrected it to $28 per share due to toughening financing conditions (yields have been rising). The 28$ per share represented a premium of 60% above NSLN unaffected price. Shareholders would have their day spoiled by WindAcre Partnership, which said that Nielsen was worth a lot more and that would seek to block the deal. The Players Normally acquisitions have two sides, the buyers, and the seller. In this case we have a third party, a greedy hedge fund, which is at the same time the party pooper and the opportunity creator. The buyers are a consortium of Elliot Associates and Brookfield Asset Management (BAM), two big firms with big PE arms with Elliot being known for its activist positions. Nielsen is the target, but also THE television and internet ratings company. Nielsen revenues and EBITDA have been stable for the last couple of years at $3.5 billion and $1.1 billion, respectively. The stability in revenues and EBITDA makes Nielsen a good candidate for PE, although it seems a bit leveraged with long term debt of $5 billion. The third player is a $7 billion hedge fund, WindAcre Partnership, that opposes to the Nielsen acquisition because it says that the company is worth at least $40 per share. The Deal The deal is a financial one since the buyers is PE consortium. Nevertheless, financing is not a condition to the merger and the buyers have the money lined up with equity and debt commitment letters. The consortium valued the company at $16 billion which makes the take private at a multiple of EV/EBITDA of around 14.5x. It seems a fair price if we account for Nielsen financials results in the last few years. Regarding the termination fees things appear tight for the consortium that would have to pay $511 million to walked away from the deal while Nielsen would have to pay $102 million to accept another offer. The regulatory approvals in the US, EU have been given and the only ones missing is the UK and Australia which should not be a problem. The only big hurdle is the shareholder vote!! The Drama First of all, gross spreads of 16% and annualized returns of +50% are not normal and for that opportunity to present itself it must have some issues. In this case the issue is the stance of WindAcre Partnership which pretends to block the deal. Since the deal announcement WindAcre position on Nielsen has increased quickly from 9.6% to 27% in order to be able to block the deal, since the merger is an UK Scheme and needs an approval from 75% of the shareholders to pass. What does not make sense is why WindAcre is blocking the deal that all the other shareholders want to accept? In January 2022, when Elliot and Nielsen were negotiating an agreement WindAcre sent a letter to Nielsen asking it to maximize the intrinsic value for Nielsen shareholders and for them that was at least $40. Elliot at the time invited WindAcre to join the consortium but after a few talks the hedge fund replied: Following these discussions, WindAcre informed Nielsen and the Consortium that it had determined not to join the Consortium and that it would oppose the transaction as it views Nielsen's intrinsic value to be significantly higher than values proposed by the Consortium.
Seeking Alpha • Jul 14

Nielsen sale to Elliott/Brookfield approved by European antitrust regulator

Nielsen Holdings (NYSE:NLSN) planned sale to Elliott and Brookfield Asset Management (BAM) was approved by the European Commission, according to a website posting. The Commission concluded that the proposed acquisition would raise no competition concerns, given its limited impact on the market. The transaction was examined under the simplified merger review procedure, according to the agency. Nielsen (NLSN) in late March agreed to a $16B sale of the TV/Internet measurement company to a private equity consortium. The transaction has faced resistance for months from Nielsen's largest holder WindAcre, which has said it plans to block the merger.
Seeking Alpha • Jun 14

Golden Age Of Merger Arb: Nielsen

Time to put money to work. Merger arb spreads are wide. Here’s what you can buy now.
Seeking Alpha • Apr 11

Merger Arbitrage Mondays - WindAcre Doubles Its Stake In Nielsen Holdings

WindAcre opposes Nielsen Holdings' agreement to be taken private and doubles its stake in the company. Change Healthcare and UnitedHealth Group extend their merger agreement. Change Healthcare to pay a special cash dividend to its shareholders. Spirit Airlines receives an unsolicited proposal from JetBlue Airways.
Seeking Alpha • Apr 04

Merger Arbitrage Mondays: Nielsen Holdings To Be Taken Private

Nielsen Holdings to be acquired by a private equity consortium led by Evergreen Coast Capital Corporation, an affiliate of Elliott Investment Management. We added Nielsen Holdings as potential deal in the works on March 14, 2022. Nielsen has a 45-day "go-shop" period, during which it can actively solicit, evaluate and potentially enter into negotiations with parties that offer alternative acquisition proposals.
Seeking Alpha • Mar 27

Nielsen: Analyzing The Options

Nielsen has been lagging despite the divestment of the underperforming Global Connect business. A lagging share price and stable operating performance attracted investors, as I understand that rationale. Management is rebuffing the offer, leaving itself and shareholders exposed, in a tricky situation.
Seeking Alpha • Nov 29

Nielsen: Positioned For Continued Growth With Launch Of Nielsen One

Looking back, the Nielsen split made sense, and selling off an underperforming segment was the right move. In the nine months since, Nielsen has demonstrated its ability to be a more profitable business with growth prospects heading into 2022 with the expected launch of Nielsen One. Valuation supports a BUY rating heading given the higher EBITDA margins and exit multiple.

주주 수익률

NLSNUS Professional ServicesUS 시장
7D0.2%3.2%2.2%
1Y42.5%-10.8%20.9%

수익률 대 산업: NLSN은 지난 1년 동안 -10.8%의 수익을 기록한 US Professional Services 산업보다 더 좋은 성과를 냈습니다.

수익률 대 시장: NLSN은 지난 1년 동안 20.9%를 기록한 US 시장보다 더 좋은 성과를 냈습니다.

주가 변동성

Is NLSN's price volatile compared to industry and market?
NLSN volatility
NLSN Average Weekly Movement6.2%
Professional Services Industry Average Movement8.5%
Market Average Movement7.3%
10% most volatile stocks in US Market16.2%
10% least volatile stocks in US Market3.1%

안정적인 주가: NLSN는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.

시간에 따른 변동성: NLSN의 주간 변동성(6%)은 지난 1년 동안 안정적이었습니다.

회사 소개

설립직원 수CEO웹사이트
192314,500David Kennywww.nielsen.com

Nielsen Holdings plc 기초 지표 요약

Nielsen Holdings의 순이익과 매출은 시가총액과 어떻게 비교됩니까?
NLSN 기초 통계
시가총액US$10.07b
순이익 (TTM)US$570.00m
매출 (TTM)US$3.54b
17.7x
주가수익비율(P/E)
2.8x
주가매출비율(P/S)

NLSN는 고평가되어 있습니까?

공정 가치 및 평가 분석 보기

순이익 및 매출

최근 실적 보고서(TTM)의 주요 수익성 지표
NLSN 손익계산서 (TTM)
매출US$3.54b
매출원가US$1.28b
총이익US$2.25b
기타 비용US$1.68b
순이익US$570.00m

최근 보고된 실적

Jun 30, 2022

다음 실적 발표일

해당 없음

주당순이익(EPS)1.58
총이익률63.68%
순이익률16.12%
부채/자본 비율151.7%

NLSN의 장기 실적은 어땠습니까?

과거 실적 및 비교 보기

배당

0.9%
현재 배당 수익률
15%
배당 성향

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2022/10/11 02:14
종가2022/10/11 00:00
수익2022/06/30
연간 수익2021/12/31

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 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

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

분석가 소스

Nielsen Holdings plc는 28명의 분석가가 다루고 있습니다. 이 중 7명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Richard KramerArete Research Services LLP
Jeffrey MeulerBaird
Manav PatnaikBarclays