YouGov
Market Cap
UK£1.1b
Last Updated
2021/03/07 18:44 UTC
Data Sources
Company Financials +
Executive Summary
YouGov plc provides online market research services in the United Kingdom, the United States, Germany, the Nordic countries, the Middle East, Mainland Europe, and the Asia Pacific. More Details
Rewards
Risk Analysis
Snowflake Analysis
Flawless balance sheet with reasonable growth potential.
Similar Companies
Share Price & News
How has YouGov's share price performed over time and what events caused price changes?
Latest Share Price and Events
Stable Share Price: YOU is not significantly more volatile than the rest of UK stocks over the past 3 months, typically moving +/- 4% a week.
Volatility Over Time: YOU's weekly volatility (4%) has been stable over the past year.
Market Performance
7 Day Return
5.2%
YOU
1.3%
GB Media
1.2%
GB Market
1 Year Return
47.4%
YOU
18.2%
GB Media
4.6%
GB Market
Return vs Industry: YOU exceeded the UK Media industry which returned 18.2% over the past year.
Return vs Market: YOU exceeded the UK Market which returned 4.6% over the past year.
Shareholder returns
| YOU | Industry | Market | |
|---|---|---|---|
| 7 Day | 5.2% | 1.3% | 1.2% |
| 30 Day | -7.3% | 4.0% | 0.7% |
| 90 Day | 13.5% | 8.6% | 2.6% |
| 1 Year | 48.3%47.4% | 21.5%18.2% | 10.6%4.6% |
| 3 Year | 199.9%194.0% | -5.2%-18.2% | 8.6%-4.5% |
| 5 Year | 678.2%653.7% | -6.1%-26.0% | 39.5%12.6% |
Long-Term Price Volatility Vs. Market
How volatile is YouGov's share price compared to the market and industry in the last 5 years?
Simply Wall St News
1 week ago | Simply Wall St
Shareholders of YouGov (LON:YOU) Must Be Delighted With Their 647% Total Return1 month ago | Simply Wall St
Does YouGov's (LON:YOU) Statutory Profit Adequately Reflect Its Underlying Profit?1 month ago | Simply Wall St
Richard Rivers Is The Chief Scientist of YouGov plc (LON:YOU) And They Just Sold 100% Of Their SharesValuation
Is YouGov undervalued compared to its fair value and its price relative to the market?
112.74x
Price to Earnings (PE) ratio
Share Price vs. Fair Value
Below Fair Value: YOU (£10.1) is trading above our estimate of fair value (£6.41)
Significantly Below Fair Value: YOU is trading above our estimate of fair value.
Price To Earnings Ratio
PE vs Industry: YOU is poor value based on its PE Ratio (112.7x) compared to the GB Media industry average (29.1x).
PE vs Market: YOU is poor value based on its PE Ratio (112.7x) compared to the UK market (24.2x).
Price to Earnings Growth Ratio
PEG Ratio: YOU is poor value based on its PEG Ratio (3.7x)
Price to Book Ratio
PB vs Industry: YOU is overvalued based on its PB Ratio (9.9x) compared to the GB Media industry average (1.4x).
Next Steps
Future Growth
How is YouGov forecast to perform in the next 1 to 3 years based on estimates from 6 analysts?
30.5%
Forecasted annual earnings growth
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: YOU's forecast earnings growth (30.5% per year) is above the savings rate (1%).
Earnings vs Market: YOU's earnings (30.5% per year) are forecast to grow faster than the UK market (22.6% per year).
High Growth Earnings: earnings are expected to grow significantly over the next 3 years.
Revenue vs Market: YOU's revenue (8.8% per year) is forecast to grow faster than the UK market (6.6% per year).
High Growth Revenue: YOU's revenue (8.8% per year) is forecast to grow slower than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: Insufficient data to determine if YOU's Return on Equity is forecast to be high in 3 years time
Next Steps
Past Performance
How has YouGov performed over the past 5 years?
32.2%
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: YOU has a large one-off loss of £6.6M impacting its July 31 2020 financial results.
Growing Profit Margin: YOU's current net profit margins (6.3%) are lower than last year (10.9%).
Past Earnings Growth Analysis
Earnings Trend: YOU's earnings have grown significantly by 32.2% per year over the past 5 years.
Accelerating Growth: YOU's has had negative earnings growth over the past year, so it can't be compared to its 5-year average.
Earnings vs Industry: YOU had negative earnings growth (-35.7%) over the past year, making it difficult to compare to the Media industry average (-38.2%).
Return on Equity
High ROE: YOU's Return on Equity (8.6%) is considered low.
Next Steps
Financial Health
How is YouGov's financial position?
Financial Position Analysis
Short Term Liabilities: YOU's short term assets (£70.3M) exceed its short term liabilities (£52.8M).
Long Term Liabilities: YOU's short term assets (£70.3M) exceed its long term liabilities (£16.2M).
Debt to Equity History and Analysis
Debt Level: YOU is debt free.
Reducing Debt: YOU had no debt 5 years ago.
Debt Coverage: YOU has no debt, therefore it does not need to be covered by operating cash flow.
Interest Coverage: YOU has no debt, therefore coverage of interest payments is not a concern.
Balance Sheet
Next Steps
Dividend
What is YouGov current dividend yield, its reliability and sustainability?
0.50%
Current Dividend Yield
Dividend Yield vs Market
Notable Dividend: YOU's dividend (0.5%) isn’t notable compared to the bottom 25% of dividend payers in the UK market (1.49%).
High Dividend: YOU's dividend (0.5%) is low compared to the top 25% of dividend payers in the UK market (4.51%).
Stability and Growth of Payments
Stable Dividend: YOU is not paying a notable dividend for the UK market, therefore no need to check if payments are stable.
Growing Dividend: YOU is not paying a notable dividend for the UK market, therefore no need to check if payments are increasing.
Current Payout to Shareholders
Dividend Coverage: YOU is not paying a notable dividend for the UK market.
Future Payout to Shareholders
Future Dividend Coverage: No need to calculate the sustainability of YOU's dividend in 3 years as they are not forecast to pay a notable one for the UK market.
Next Steps
Management
How experienced are the management team and are they aligned to shareholders interests?
4.0yrs
Average management tenure
CEO
Stephan Shakespeare
no data
Tenure
UK£612,016
Compensation
Mr. Stephan Shakespeare co-founded YouGov PLC in 2000 and serves as its Chief Executive Officer. Mr. Shakespeare is also Founder at ConservativeHome.com. He served as Joint Chief Executive Officer of YouGo...
CEO Compensation Analysis
Compensation vs Market: Stephan's total compensation ($USD844.80K) is below average for companies of similar size in the UK market ($USD1.66M).
Compensation vs Earnings: Stephan's compensation has been consistent with company performance over the past year.
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Co-Founder | no data | UK£612.02k | 7.97% £ 89.0m | |
| CFO & Executive Director | 4.17yrs | UK£400.72k | 0.0049% £ 54.3k | |
| COO & Executive Director | 3.25yrs | UK£577.18k | 0.77% £ 8.6m | |
| Director of Digital | no data | no data | no data | |
| Chief Scientist | no data | UK£388.63k | 0% £ 0 | |
| Global Head of Custom Research | 15.5yrs | no data | no data | |
| Chief Executive Officer of YouGov Direct | 1.17yrs | no data | no data | |
| Head of Affiliates | no data | no data | no data | |
| Head of Custom Research - UK | 4yrs | no data | no data | |
| Head of Data Services - UK & Growth Markets | 3.75yrs | no data | no data | |
| Head of Data Products - UK | 4yrs | no data | no data | |
| Chief Client Officer | 1.17yrs | no data | no data |
4.0yrs
Average Tenure
45yo
Average Age
Experienced Management: YOU's management team is considered experienced (4 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Co-Founder | no data | UK£612.02k | 7.97% £ 89.0m | |
| CFO & Executive Director | 4.17yrs | UK£400.72k | 0.0049% £ 54.3k | |
| COO & Executive Director | 3.25yrs | UK£577.18k | 0.77% £ 8.6m | |
| Independent Non Executive Chairman | 14.17yrs | UK£100.00k | 0.099% £ 1.1m | |
| Independent Non-Executive Director | 2.5yrs | UK£47.00k | 0.0068% £ 75.7k | |
| Senior Independent Director | 1.25yrs | UK£49.30k | 0.012% £ 131.6k | |
| Independent Non-Executive Director | 3.25yrs | UK£40.00k | 0.0029% £ 31.8k |
3.3yrs
Average Tenure
53.5yo
Average Age
Experienced Board: YOU's board of directors are considered experienced (3.3 years average tenure).
Ownership
Who are the major shareholders and have insiders been buying or selling?
Insider Trading Volume
Insider Buying: YOU insiders have only sold shares in the past 3 months.
Recent Insider Transactions
Ownership Breakdown
Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 2.7%.
Top Shareholders
Company Information
YouGov plc's company bio, employee growth, exchange listings and data sources
Key Information
- Name: YouGov plc
- Ticker: YOU
- Exchange: AIM
- Founded: 2000
- Industry: Advertising
- Sector: Media
- Market Cap: UK£1.117b
- Shares outstanding: 110.62m
- Website: https://www.yougov.co.uk
Number of Employees
Location
- YouGov plc
- 50 Featherstone Street
- London
- Greater London
- EC1Y 8RT
- United Kingdom
Listings
| Ticker | Exchange | Primary Security | Security Type | Country | Currency | Listed on |
|---|---|---|---|---|---|---|
| YOU | AIM (London Stock Exchange AIM Market) | Yes | Ordinary Shares | GB | GBP | Apr 2005 |
| YUGV.F | OTCPK (Pink Sheets LLC) | Yes | Ordinary Shares | US | USD | Apr 2005 |
| Y1G | DB (Deutsche Boerse AG) | Yes | Ordinary Shares | DE | EUR | Apr 2005 |
Biography
YouGov plc provides online market research services in the United Kingdom, the United States, Germany, the Nordic countries, the Middle East, Mainland Europe, and the Asia Pacific. It operates through thre...
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2021/03/07 18:44 |
| End of Day Share Price | 2021/03/05 00:00 |
| Earnings | 2020/07/31 |
| Annual Earnings | 2020/07/31 |
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.