AIM:YOU

Stock Analysis Report

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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


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

YOUIndustryMarket
7 Day5.2%1.3%1.2%
30 Day-7.3%4.0%0.7%
90 Day13.5%8.6%2.6%
1 Year48.3%47.4%21.5%18.2%10.6%4.6%
3 Year199.9%194.0%-5.2%-18.2%8.6%-4.5%
5 Year678.2%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

Valuation

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

NamePositionTenureCompensationOwnership
Stephan Shakespeare
Co-Founderno dataUK£612.02k7.97%
£ 89.0m
Alexander McIntosh
CFO & Executive Director4.17yrsUK£400.72k0.0049%
£ 54.3k
Sundip Chahal
COO & Executive Director3.25yrsUK£577.18k0.77%
£ 8.6m
Russell Feldman
Director of Digitalno datano datano data
Richard Rivers
Chief Scientistno dataUK£388.63k0%
£ 0
Stefan Kaszubowski
Global Head of Custom Research15.5yrsno datano data
Ted Marzilli
Chief Executive Officer of YouGov Direct1.17yrsno datano data
Andreas Sperling
Head of Affiliatesno datano datano data
Jake Palenicek
Head of Custom Research - UK4yrsno datano data
Ben Glanville
Head of Data Services - UK & Growth Markets3.75yrsno datano data
Amelia Brophy
Head of Data Products - UK4yrsno datano data
Ray Martin
Chief Client Officer1.17yrsno datano data

4.0yrs

Average Tenure

45yo

Average Age

Experienced Management: YOU's management team is considered experienced (4 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Stephan Shakespeare
Co-Founderno dataUK£612.02k7.97%
£ 89.0m
Alexander McIntosh
CFO & Executive Director4.17yrsUK£400.72k0.0049%
£ 54.3k
Sundip Chahal
COO & Executive Director3.25yrsUK£577.18k0.77%
£ 8.6m
Roger Parry
Independent Non Executive Chairman14.17yrsUK£100.00k0.099%
£ 1.1m
Ashley Martin
Independent Non-Executive Director2.5yrsUK£47.00k0.0068%
£ 75.7k
Rosemary Leith
Senior Independent Director1.25yrsUK£49.30k0.012%
£ 131.6k
Andrea Newman
Independent Non-Executive Director3.25yrsUK£40.00k0.0029%
£ 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

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, Mainland Europe, and the Asia Pacific. It operates through thre...


Company Analysis and Financial Data Status

All financial data provided by Standard & Poor's Capital IQ.
DataLast Updated (UTC time)
Company Analysis2021/03/07 18:44
End of Day Share Price2021/03/05 00:00
Earnings2020/07/31
Annual Earnings2020/07/31


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.