Ipsos Valuation

Is IPS undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

4/6

Valuation Score 4/6

  • Below Fair Value

  • Significantly Below Fair Value

  • Price-To-Earnings vs Peers

  • Price-To-Earnings vs Industry

  • Price-To-Earnings vs Fair Ratio

  • Analyst Forecast

Share Price vs Fair Value

What is the Fair Price of IPS when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Below Fair Value: IPS (€65.35) is trading below our estimate of fair value (€192.34)

Significantly Below Fair Value: IPS is trading below fair value by more than 20%.


Key Valuation Metric

Which metric is best to use when looking at relative valuation for IPS?

Other financial metrics that can be useful for relative valuation.

IPS key valuation metrics and ratios. From Price to Earnings, Price to Sales and Price to Book to Price to Earnings Growth Ratio, Enterprise Value and EBITDA.
Key Statistics
Enterprise Value/Revenue1.3x
Enterprise Value/EBITDA6.9x
PEG Ratio1.1x

Price to Earnings Ratio vs Peers

How does IPS's PE Ratio compare to its peers?

The above table shows the PE ratio for IPS vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PEEstimated GrowthMarket Cap
Peer Average13.7x
DEC JCDecaux
18.3x12.0%€3.8b
PUB Publicis Groupe
19.3x6.8%€25.3b
ALREW Reworld Media Société Anonyme
4.4x4.4%€170.6m
DKUPL ADLPartner
13x20.9%€120.8m
IPS Ipsos
17.9x16.7%€2.9b

Price-To-Earnings vs Peers: IPS is expensive based on its Price-To-Earnings Ratio (17.9x) compared to the peer average (13.7x).


Price to Earnings Ratio vs Industry

How does IPS's PE Ratio compare vs other companies in the FR Media Industry?

0 CompaniesPrice / EarningsEstimated GrowthMarket Cap
Industry Avg.n/a11.3%
n/an/an/a
No. of CompaniesPE048121620

Fetching data

0 CompaniesPrice / EarningsEstimated GrowthMarket Cap
Industry Avg.n/a11.3%
n/an/an/a
No more companies

Price-To-Earnings vs Industry: IPS is good value based on its Price-To-Earnings Ratio (17.9x) compared to the French Media industry average (18.2x).


Price to Earnings Ratio vs Fair Ratio

What is IPS's PE Ratio compared to its Fair PE Ratio? This is the expected PE Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

IPS PE Ratio vs Fair Ratio.
Fair Ratio
Current PE Ratio17.9x
Fair PE Ratio17.9x

Price-To-Earnings vs Fair Ratio: IPS is good value based on its Price-To-Earnings Ratio (17.9x) compared to the estimated Fair Price-To-Earnings Ratio (17.9x).


Analyst Price Targets

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

The above table shows the analyst IPS forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
Current€65.35
€73.71
+12.8%
6.0%€80.00€69.00n/a7
Mar ’25€64.40
€73.71
+14.5%
6.0%€80.00€69.00n/a7
Feb ’25€60.65
€66.57
+9.8%
10.5%€80.00€59.00n/a7
Jan ’25€56.75
€64.57
+13.8%
7.7%€75.00€59.00n/a7
Dec ’24€50.60
€64.57
+27.6%
7.7%€75.00€59.00n/a7
Nov ’24€45.28
€64.57
+42.6%
7.7%€75.00€59.00n/a7
Oct ’24€43.54
€65.36
+50.1%
6.8%€75.00€60.00n/a7
Sep ’24€46.80
€65.64
+40.3%
6.5%€75.00€61.00n/a7
Aug ’24€45.10
€65.64
+45.5%
6.5%€75.00€61.00n/a7
Jul ’24€50.95
€67.03
+31.6%
6.9%€75.00€61.00n/a7
Jun ’24€48.08
€67.07
+39.5%
6.9%€75.00€61.00n/a7
May ’24€49.16
€68.29
+38.9%
5.7%€75.00€61.00n/a7
Apr ’24€57.10
€68.00
+19.1%
2.2%€70.00€66.00n/a6
Mar ’24€59.40
€65.33
+10.0%
7.2%€70.00€59.00€64.406
Feb ’24€60.60
€65.00
+7.3%
7.2%€70.00€59.00€60.656
Jan ’24€58.50
€63.33
+8.3%
6.9%€70.00€59.00€56.756
Dec ’23€55.20
€61.67
+11.7%
5.4%€68.00€59.00€50.606
Nov ’23€48.55
€60.83
+25.3%
5.3%€68.00€59.00€45.286
Oct ’23€45.90
€60.12
+31.0%
2.8%€63.70€59.00€43.546
Sep ’23€45.00
€60.12
+33.6%
2.8%€63.70€59.00€46.806
Aug ’23€49.90
€60.12
+20.5%
2.8%€63.70€59.00€45.106
Jul ’23€43.65
€58.13
+33.2%
3.7%€60.80€54.00€50.956
Jun ’23€45.85
€54.75
+19.4%
4.1%€59.00€52.00€48.086
May ’23€46.10
€54.75
+18.8%
4.1%€59.00€52.00€49.166
Apr ’23€45.50
€53.88
+18.4%
2.4%€56.00€52.00€57.106
Mar ’23€40.55
€53.38
+31.6%
3.7%€56.00€50.00€59.406

Analyst Forecast: Target price is less than 20% higher than the current share price.


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