AIM:YOU

Stock Analysis Report

Executive Summary

YouGov plc provides online market research services in the United Kingdom, the United States, Germany, the Nordic countries, the Middle East, France, Mainland Europe, and the Asia Pacific.


Snowflake Analysis

Flawless balance sheet with solid track record.

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's share price has been volatile over the past 3 months.


Market Performance


7 Day Return

45.9%

YOU

7.8%

GB Media

3.9%

GB Market


1 Year Return

34.1%

YOU

-33.8%

GB Media

-22.4%

GB Market

Return vs Industry: YOU exceeded the UK Media industry which returned -35.4% over the past year.

Return vs Market: YOU exceeded the UK Market which returned -23% over the past year.


Shareholder returns

YOUIndustryMarket
7 Day45.9%7.8%3.9%
30 Day-6.8%-26.5%-16.1%
90 Day-3.6%-41.4%-26.1%
1 Year35.0%34.1%-31.0%-33.8%-18.2%-22.4%
3 Year136.6%131.8%-41.4%-49.0%-11.7%-23.1%
5 Year416.8%400.0%-41.7%-53.7%1.9%-21.5%

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

Valuation

Is YouGov undervalued compared to its fair value and its price relative to the market?

43.65x

Price to Earnings (PE) ratio


Share Price vs. Fair Value

Below Fair Value: YOU (£6.2) is trading above our estimate of fair value (£3.32)

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 (43.7x) compared to the Media industry average (17.9x).

PE vs Market: YOU is poor value based on its PE Ratio (43.7x) compared to the UK market (12.4x).


Price to Earnings Growth Ratio

PEG Ratio: Insufficient data to calculate YOU's PEG Ratio to determine if it is good value.


Price to Book Ratio

PB vs Industry: YOU is overvalued based on its PB Ratio (6x) compared to the GB Media industry average (0.8x).


Next Steps

Future Growth

How is YouGov forecast to perform in the next 1 to 3 years based on estimates from 4 analysts?

8.9%

Forecasted annual revenue growth


Earnings and Revenue Growth Forecasts


Analyst Future Growth Forecasts

Earnings vs Savings Rate: Insufficient data to determine if YOU's forecast earnings growth is above the savings rate (0.5%).

Earnings vs Market: Insufficient data to determine if YOU's earnings are forecast to grow faster than the UK market

High Growth Earnings: Insufficient data to determine if earnings are expected to grow significantly over the next 3 years.

Revenue vs Market: YOU's revenue (8.9% per year) is forecast to grow faster than the UK market (2.3% per year).

High Growth Revenue: YOU's revenue (8.9% 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?

43.6%

Historical annual earnings growth


Earnings and Revenue History

Quality Earnings: YOU has high quality earnings.

Growing Profit Margin: YOU's current net profit margins (11%) are higher than last year (7%).


Past Earnings Growth Analysis

Earnings Trend: YOU's earnings have grown significantly by 43.6% per year over the past 5 years.

Accelerating Growth: YOU's earnings growth over the past year (83.5%) exceeds its 5-year average (43.6% per year).

Earnings vs Industry: YOU earnings growth over the past year (83.5%) exceeded the Media industry -1.8%.


Return on Equity

High ROE: YOU's Return on Equity (13.3%) is considered low.


Next Steps

Financial Health

How is YouGov's financial position?


Financial Position Analysis

Short Term Liabilities: YOU's short term assets (£72.6M) exceed its short term liabilities (£48.5M).

Long Term Liabilities: YOU's short term assets (£72.6M) exceed its long term liabilities (£14.1M).


Debt to Equity History and Analysis

Debt Level: YOU is debt free.

Reducing Debt: YOU has no debt compared to 5 years ago when its debt to equity ratio was 0.3%.

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

Inventory Level: YOU has a low level of unsold assets or inventory.

Debt Coverage by Assets: Insufficient data to determine if YOU's debt is covered by short term assets.


Next Steps

Dividend

What is YouGov's current dividend yield, its reliability and sustainability?

0.65%

Current Dividend Yield


Dividend Yield vs Market

Notable Dividend: YOU's dividend (0.65%) isn’t notable compared to the bottom 25% of dividend payers in the UK market (2.69%).

High Dividend: YOU's dividend (0.65%) is low compared to the top 25% of dividend payers in the UK market (7.48%).


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?

3.0yrs

Average management tenure


CEO

Stephan Shakespeare

no data

Tenure

UK£622,978

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 ($USD775.61K) is below average for companies of similar size in the UK market ($USD1.28M).

Compensation vs Earnings: Stephan's compensation has been consistent with company performance over the past year.


Leadership Team

NamePositionTenureCompensationOwnership
Stephan Shakespeare
Co-Founderno dataUK£622.98k6.89% £46.0m
Alexander McIntosh
CFO & Executive Director2.25yrsUK£401.83k0.0084% £56.0k
Sundip Chahal
COO & Executive Director2.25yrsUK£552.03k0.81% £5.4m
Russell Feldman
Director of Digitalno datano datano data
Richard Rivers
Chief Scientistno dataUK£388.63k0.19% £1.3m
Stefan Kaszubowski
Global Head of Custom Research14.42yrsno datano data
Andreas Sperling
Head of Affiliatesno datano datano data
Jake Palenicek
Head of Custom Research - UK3yrsno datano data
Ben Glanville
Head of Data Services - UK & Growth Markets2.67yrsno datano data
Amelia Brophy
Head of Data Products - UK3yrsno datano data

3.0yrs

Average Tenure

44yo

Average Age

Experienced Management: YOU's management team is considered experienced (3 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Stephan Shakespeare
Co-Founderno dataUK£622.98k6.89% £46.0m
Alexander McIntosh
CFO & Executive Director2.25yrsUK£401.83k0.0084% £56.0k
Sundip Chahal
COO & Executive Director2.25yrsUK£552.03k0.81% £5.4m
Roger Parry
Non Executive Chairman13.17yrsUK£100.00k0.099% £663.1k
Ashley Martin
Independent Non-Executive Director1.42yrsUK£40.67k0.0063% £41.8k
Jonathan Jones
Independent Director10.67yrsUK£39.96kno data
Rosemary Leith
Senior Independent Director0.25yrUK£44.92k0.011% £76.0k
Andrea Newman
Non-Executive Director2.25yrsUK£37.92k0.0022% £14.9k

2.3yrs

Average Tenure

54yo

Average Age

Experienced Board: YOU's board of directors are not considered experienced ( 2.3 years average tenure), which suggests a new board.


Ownership

Who are the major shareholders and have insiders been buying or selling?


Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.


Recent Insider Transactions

Ownership Breakdown

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.


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£667.577m
  • Shares outstanding: 107.67m
  • Website: https://www.yougov.co.uk

Number of Employees


Location

  • YouGov plc
  • 50 Featherstone Street
  • London
  • Greater London
  • EC1Y 8RT
  • United Kingdom

Listings

TickerExchangePrimary SecuritySecurity TypeCountryCurrencyListed on
YOUAIM (London Stock Exchange AIM Market)YesOrdinary SharesGBGBPApr 2005
YUGV.FOTCPK (Pink Sheets LLC)YesOrdinary SharesUSUSDApr 2005
Y1GDB (Deutsche Boerse AG)YesOrdinary SharesDEEURApr 2005

Biography

YouGov plc provides online market research services in the United Kingdom, the United States, Germany, the Nordic countries, the Middle East, France, Mainland Europe, and the Asia Pacific. It operates through three divisions: Data Products, Data Services, and Custom Research. The Data Products division offers syndicated data products, which are available to clients on a subscription basis. The Data Services division provides clients with fast-turnaround services. The Custom Research division offers quantitative and qualitative research services. The company is also involved in the software development and media production businesses, as well as provision of operations services. YouGov plc was founded in 2000 and is headquartered in London, the United Kingdom. 


Company Analysis and Financial Data Status

All financial data provided by Standard & Poor's Capital IQ.
DataLast Updated (UTC time)
Company Analysis2020/03/31 21:15
End of Day Share Price2020/03/31 00:00
Earnings2019/07/31
Annual Earnings2019/07/31


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.