YouGov plc

AIM:YOU Stock Report

Market Cap: UK£247.9m

YouGov Future Growth

Future criteria checks 3/6

YouGov is forecast to grow earnings and revenue by 31.6% and 3.6% per annum respectively. EPS is expected to grow by 38.6% per annum. Return on equity is forecast to be 15.7% in 3 years.

Key information

31.6%

Earnings growth rate

38.55%

EPS growth rate

Media earnings growth30.2%
Revenue growth rate3.6%
Future return on equity15.74%
Analyst coverage

Good

Last updated14 May 2026

Recent future growth updates

Analysis Article Oct 18

YouGov plc Just Missed EPS By 8.3%: Here's What Analysts Think Will Happen Next

Last week, you might have seen that YouGov plc ( LON:YOU ) released its annual result to the market. The early response...

Recent updates

Narrative Update May 13

YOU: Shopper Review Will Highlight Execution Risk Yet Support Bullish Long Term Outlook

Analysts have nudged their average price target for YouGov higher by £0.15, reflecting updated views on fair value, discount rate, revenue growth, profit margin and future P/E after a mix of recent target cuts and a later £0.10 increase. Analyst Commentary Recent research shows a mixed tone around YouGov, with one £0.10 price target increase from JPMorgan coming after earlier cuts of £0.30 and £0.20 from bearish analysts.
Narrative Update Apr 20

YOU: Shopper Review And Margin Discipline Will Support Future Share Upside

Analysts have adjusted YouGov's fair value estimate to £3.65 from £4.43, reflecting updated views on revenue growth, profit margins and a lower future P/E multiple following recent changes in Street price targets. Analyst Commentary Recent Street research around YouGov has focused on recalibrating price targets, with one increase of 10 GBp from JPMorgan and two reductions of 20 GBp and 30 GBp from other firms.
Narrative Update Apr 06

YOU: Overweight Stance And Shopper Review Will Support Future Repricing

Analysts have trimmed YouGov's fair value estimate from £6.00 to £4.50, citing updated assumptions on discount rates, revenue growth, profit margins and future P/E, which are reflected in recent price target cuts from £3.85 to £3.80 and further reductions of £0.30 and £0.20 across the Street. Analyst Commentary Recent Street research on YouGov has centered on recalibrated price targets, with major houses fine tuning their views rather than making wholesale changes to their ratings.
Analysis Article Mar 26

What Does YouGov plc's (LON:YOU) Share Price Indicate?

YouGov plc ( LON:YOU ), is not the largest company out there, but it received a lot of attention from a substantial...
Narrative Update Mar 22

YOU: Data Monetisation And Margin Discipline Will Support Future Share Upside

Analysts have trimmed their price target on YouGov to £3.80 from £3.85, reflecting updated views on fair value, discount rate, revenue growth, profit margin, and future P/E assumptions. Analyst Commentary Bullish Takeaways Bullish analysts view the new £3.80 price target as still supportive of upside potential relative to the current share price, even after the small trim from £3.85.
Narrative Update Mar 07

YOU: Forecast Will Emphasise Execution Risk Despite Bullish Long Term Outlook

Analysts have trimmed their 12 month price target on YouGov slightly, from £3.85 to £3.80, reflecting updated assumptions around growth, margins and future P/E multiples, while still seeing support for the investment case. Analyst Commentary Recent commentary around YouGov has a cautious tilt, with the small reduction in the 12 month price target from £3.85 to £3.80 highlighting some unease around the company’s ability to fully deliver on growth and margin ambitions at the current valuation.
Narrative Update Feb 21

YOU: Overweight Rating And Dividend Are Expected To Support Repricing

Analysts have trimmed their price target on YouGov slightly to £3.80 from £3.85, citing updated assumptions around discount rates, revenue growth, profit margins and future P/E multiples. Analyst Commentary JPMorgan's move to trim its price target on YouGov to £3.80 from £3.85 is relatively small, which suggests its core view on the company and its valuation framework remains broadly intact.
Narrative Update Feb 07

YOU: Dividend And Overweight Rating Will Support Future Upside Repricing

Analysts have reduced their price target on YouGov to £3.80 from £3.85, reflecting updated views on discount rates, revenue growth, profit margins and future P/E assumptions. Analyst Commentary JPMorgan has adjusted its price target on YouGov to £3.80 from £3.85 while maintaining an Overweight rating, which signals that the firm still sees upside potential in the shares despite only a small change in its valuation work.
Analysis Article Jan 27

YouGov plc's (LON:YOU) Business Is Trailing The Industry But Its Shares Aren't

There wouldn't be many who think YouGov plc's ( LON:YOU ) price-to-sales (or "P/S") ratio of 0.8x is worth a mention...
Narrative Update Jan 24

YOU: Dividend And Overweight Rating Will Support Repriced Upside Potential

Analysts have trimmed their price target on YouGov slightly to £3.80 from £3.85, citing updated assumptions on discount rates, revenue growth, profit margins and future P/E multiples, while maintaining a constructive overall view on the shares. Analyst Commentary JPMorgan has trimmed its price target on YouGov to £3.80 from £3.85, while keeping an Overweight rating.
Narrative Update Jan 09

YOU: Dividend Commitment And 2026 Guidance Will Underpin Repriced Upside Potential

Analysts have trimmed their implied valuation for YouGov, with the updated fair value moving from £7.60 to £6.00 as recent price target cuts and more cautious assumptions on growth, profitability and future P/E filter through their models. Analyst Commentary Recent research shows that, even with trimmed targets, some bullish analysts still see scope for upside in YouGov compared with the updated £6.00 fair value.
Narrative Update Dec 25

YOU Forecast Will Weigh Dividend And Execution Risks Against Cautious Outlook

The analyst price target for YouGov has been revised down by analysts to approximately GBP 3.75 per share from about GBP 4.38, reflecting more conservative assumptions on revenue growth and profitability, while broadly maintaining constructive long term expectations. Analyst Commentary Recent Street research reflects a more cautious stance on YouGov, with price targets being trimmed to levels that imply limited upside from current trading.
Narrative Update Dec 11

YOU: Margin Expansion And Dividend Progress Will Drive Shares Higher

The analyst price target for YouGov has been revised modestly lower to approximately £4.54 from about £4.52, as analysts factor in slightly weaker revenue growth expectations, partially offset by marginally improved profit margins and valuation assumptions. Analyst Commentary Recent revisions from Street research underscore a more cautious stance on YouGov's near term performance, even as the long term opportunity in data driven research and analytics remains intact.
Narrative Update Nov 27

YOU: Margin Expansion And Improved Execution Will Drive Shares Higher

Analysts have trimmed their price targets for YouGov, with notable reductions such as Deutsche Bank lowering its target to £4.38 from £5.65 and JPMorgan adjusting to £3.75 from £3.85. This reflects more cautious expectations around profit margins and growth trajectories.
Narrative Update Nov 11

YOU: Margin Focus And Client Relationships Will Drive Long-Term Share Recovery

The analyst average price target for YouGov was revised downward, with recent estimates decreasing by a range of 10 to 127 GBp. Analysts cited a reassessment of future earnings growth and updated market conditions as reasons for the change. Analyst Commentary Recent research notes reflect changing perspectives around YouGov’s valuation and growth potential, as price targets are lowered by multiple firms.
Narrative Update Oct 28

Focus On Efficiency And Regional Expansion Will Shape Medium-Term Outlook

The consensus analyst price target for YouGov has decreased from £5.28 to £4.52 per share, as analysts cite a higher discount rate along with modestly improved profit margins and revenue growth in their revised outlook. Analyst Commentary Recent analyst reports provide mixed views on YouGov's outlook, as reflected in their revised price targets and ratings.
Analysis Article Oct 18

YouGov plc Just Missed EPS By 8.3%: Here's What Analysts Think Will Happen Next

Last week, you might have seen that YouGov plc ( LON:YOU ) released its annual result to the market. The early response...
Analysis Article Oct 15

YouGov plc's (LON:YOU) Stock Retreats 27% But Revenues Haven't Escaped The Attention Of Investors

YouGov plc ( LON:YOU ) shares have had a horrible month, losing 27% after a relatively good period beforehand. The drop...
Narrative Update Oct 14

SP3 Focus And Scandinavian Expansion Will Drive Success

The analyst price target for YouGov has been revised downward from £5.81 to £5.28. Analysts cite reduced revenue growth expectations and lower profit margins as the main drivers behind the adjustment.
Analysis Article Aug 06

YouGov (LON:YOU) Might Be Having Difficulty Using Its Capital Effectively

AIM:YOU 1 Year Share Price vs Fair Value Explore YouGov's Fair Values from the Community and select yours What are the...
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New Narrative May 03

SP3 Focus And Scandinavian Expansion Will Drive Success

Commitment to SP3 strategy and AI enhancements suggest potential revenue growth and improved product offerings through technology and automation.
Analysis Article Mar 06

Sentiment Still Eluding YouGov plc (LON:YOU)

There wouldn't be many who think YouGov plc's ( LON:YOU ) price-to-sales (or "P/S") ratio of 1.1x is worth a mention...
Analysis Article Dec 10

Some Investors May Be Worried About YouGov's (LON:YOU) Returns On Capital

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Analysis Article Aug 16

YouGov plc's (LON:YOU) 26% Jump Shows Its Popularity With Investors

Those holding YouGov plc ( LON:YOU ) shares would be relieved that the share price has rebounded 26% in the last thirty...
Analysis Article Jun 21

YouGov plc (LON:YOU) Stocks Pounded By 50% But Not Lagging Market On Growth Or Pricing

To the annoyance of some shareholders, YouGov plc ( LON:YOU ) shares are down a considerable 50% in the last month...
Analysis Article May 06

Here's What's Concerning About YouGov's (LON:YOU) Returns On Capital

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Analysis Article Apr 18

YouGov (LON:YOU) Seems To Use Debt Quite Sensibly

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Analysis Article Apr 03

YouGov's (LON:YOU) Sluggish Earnings Might Be Just The Beginning Of Its Problems

Investors were disappointed by YouGov plc's ( LON:YOU ) latest earnings release. We did some analysis, and found that...
Analysis Article Mar 10

Do YouGov's (LON:YOU) Earnings Warrant Your Attention?

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Analysis Article Feb 24

Is YouGov plc (LON:YOU) Trading At A 29% Discount?

Key Insights Using the 2 Stage Free Cash Flow to Equity, YouGov fair value estimate is UK£16.25 YouGov is estimated to...
Analysis Article Dec 29

We Like YouGov's (LON:YOU) Returns And Here's How They're Trending

If you're looking for a multi-bagger, there's a few things to keep an eye out for. One common approach is to try and...

Earnings and Revenue Growth Forecasts

AIM:YOU - Analysts future estimates and past financials data (GBP Millions)
DateRevenueEarningsFree Cash FlowCash from OpAvg. No. Analysts
7/31/20284212946727
7/31/20274062441647
7/31/20263951828517
1/31/2026392121937N/A
10/31/2025390132341N/A
7/31/2025389132745N/A
4/30/202538673048N/A
1/31/202538412846N/A
10/31/2024360-12342N/A
7/31/2024335-21838N/A
4/30/2024303102341N/A
1/31/2024270232744N/A
10/31/2023264293452N/A
7/31/2023258354259N/A
4/30/2023255314361N/A
1/31/2023251274463N/A
10/31/2022236224462N/A
7/31/2022221174462N/A
4/30/2022206153957N/A
1/31/2022191143351N/A
10/31/2021180132544N/A
7/31/2021169131638N/A
4/30/2021162101436N/A
1/31/202115581234N/A
10/31/202015391435N/A
7/31/2020152101735N/A
4/30/2020150132238N/A
1/31/2020147162841N/A
10/31/201914215N/A37N/A
7/31/201913615N/A34N/A
4/30/201913213N/A27N/A
1/31/201912711N/A22N/A
10/31/201812210N/A20N/A
7/31/20181178N/A18N/A
4/30/20181147N/A18N/A
1/31/20181126N/A17N/A
10/31/20171105N/A17N/A
7/31/20171075N/A16N/A
4/30/20171034N/A14N/A
1/31/2017984N/A12N/A
10/31/2016934N/A12N/A
7/31/2016883N/A12N/A
4/30/2016854N/A12N/A
1/31/2016815N/A13N/A
10/31/2015794N/A11N/A
7/31/2015763N/A10N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: YOU's forecast earnings growth (31.6% per year) is above the savings rate (3.4%).

Earnings vs Market: YOU's earnings (31.6% per year) are forecast to grow faster than the UK market (11.5% per year).

High Growth Earnings: YOU's earnings are expected to grow significantly over the next 3 years.

Revenue vs Market: YOU's revenue (3.6% per year) is forecast to grow slower than the UK market (4.5% per year).

High Growth Revenue: YOU's revenue (3.6% per year) is forecast to grow slower than 20% per year.


Earnings per Share Growth Forecasts


Future Return on Equity

Future ROE: YOU's Return on Equity is forecast to be low in 3 years time (15.7%).


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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/21 05:52
End of Day Share Price 2026/05/21 00:00
Earnings2026/01/31
Annual Earnings2025/07/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

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.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

YouGov plc is covered by 19 analysts. 7 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Ciaran DonnellyBerenberg
Robert ChantryBerenberg
William LarwoodBerenberg