YouGov (AIM:YOU) Stock Valuation, Peer Comparison & Price Targets

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

YOU (£4.32) is trading below our estimate of [[fair value]] (£11.84)

Share Price vs Fair Value

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

Below Fair Value: YOU (£4.32) is trading below our estimate of fair value (£11.84)

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

Key Valuation Metric

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

Key metric: As YOU is unprofitable we use its Price-To-Sales Ratio for relative valuation analysis.

The above table shows the Price to Sales ratio for YOU. This is calculated by dividing YOU's market cap by their current revenue.
What is YOU's PS Ratio?
PS Ratio	1.5x
Sales	UK£335.30m
Market Cap	UK£504.43m

YOU 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/Revenue	2x
Enterprise Value/EBITDA	10.4x
PEG Ratio	n/a

Price to Sales Ratio vs Peers

How does YOU's PS Ratio compare to its peers?

The above table shows the PS ratio for YOU vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
Company	Forward PS	Estimated Growth	Market Cap
Peer Average	0.7x
NFG Next 15 Group	0.6x	-10.5%	UK£418.2m
NEXN Nexxen International	1.8x	8.8%	UK£507.7m
SFOR S4 Capital	0.2x	0.2%	UK£221.7m
TIG Team Internet Group	0.3x	0.7%	UK£202.7m
YOU YouGov	1.5x	8.5%	UK£504.4m

Price-To-Sales vs Peers: YOU is expensive based on its Price-To-Sales Ratio (1.5x) compared to the peer average (0.7x).

Price to Sales Ratio vs Industry

How does YOU's PS Ratio compare vs other companies in the GB Media Industry?

3 Companies	Price / Sales	Estimated Growth	Market Cap
TMG Mission Group	0.09x	-41.9%	US$21.09m
JWNG Jaywing	0.08x	n/a	US$2.05m
BONH Bonhill Group	0.04x	n/a	US$681.51k

No more companies available in this PS range

3 Companies		Estimated Growth	Market Cap

No more companies

Price-To-Sales vs Industry: YOU is expensive based on its Price-To-Sales Ratio (1.5x) compared to the UK Media industry average (0.7x).

Price to Sales Ratio vs Fair Ratio

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

YOU PS Ratio vs Fair Ratio.
Fair Ratio
Current PS Ratio	1.5x
Fair PS Ratio	2.8x

Price-To-Sales vs Fair Ratio: YOU is good value based on its Price-To-Sales Ratio (1.5x) compared to the estimated Fair Price-To-Sales Ratio (2.8x).

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 YOU forecast and predictions for the stock price in 12 month’s time.
Date	Share Price	Average 1Y Price Target	Dispersion	High	Low	1Y Actual price	Analysts
Current	UK£4.32	UK£6.75 +56.2%	18.1%	UK£8.10	UK£4.70	n/a	6
Nov ’25	UK£4.59	UK£6.75 +47.1%	18.1%	UK£8.10	UK£4.70	n/a	6
Oct ’25	UK£4.32	UK£6.89 +59.5%	18.3%	UK£8.50	UK£4.95	n/a	6
Sep ’25	UK£4.99	UK£6.58 +31.9%	25.8%	UK£8.50	UK£3.70	n/a	6
Aug ’25	UK£4.61	UK£6.85 +48.6%	45.3%	UK£12.00	UK£3.70	n/a	6
Jul ’25	UK£4.20	UK£8.30 +97.6%	51.9%	UK£15.00	UK£3.70	n/a	6
Jun ’25	UK£9.82	UK£12.81 +30.5%	13.3%	UK£15.00	UK£9.60	n/a	7
May ’25	UK£8.76	UK£13.35 +52.4%	8.8%	UK£15.00	UK£11.65	n/a	6
Apr ’25	UK£10.00	UK£13.68 +36.8%	6.6%	UK£15.00	UK£12.00	n/a	6
Mar ’25	UK£11.40	UK£13.55 +18.9%	6.9%	UK£15.00	UK£12.00	n/a	6
Feb ’25	UK£12.05	UK£13.32 +10.5%	5.1%	UK£14.20	UK£12.00	n/a	6
Jan ’25	UK£11.80	UK£13.10 +11.0%	5.8%	UK£14.20	UK£12.00	n/a	6
Dec ’24	UK£10.00	UK£13.10 +31.0%	5.8%	UK£14.20	UK£12.00	n/a	6
Nov ’24	UK£8.70	UK£13.10 +50.6%	5.8%	UK£14.20	UK£12.00	UK£4.59	6
Oct ’24	UK£7.50	UK£13.46 +79.4%	11.8%	UK£16.40	UK£11.55	UK£4.32	6
Sep ’24	UK£8.70	UK£13.46 +54.7%	11.8%	UK£16.40	UK£11.55	UK£4.99	6
Aug ’24	UK£9.76	UK£13.88 +42.2%	9.7%	UK£16.40	UK£12.00	UK£4.61	6
Jul ’24	UK£10.00	UK£13.60 +36.0%	11.2%	UK£16.40	UK£12.00	UK£4.20	6
Jun ’24	UK£9.80	UK£13.60 +38.8%	11.2%	UK£16.40	UK£12.00	UK£9.82	6
May ’24	UK£8.50	UK£13.60 +60.0%	11.2%	UK£16.40	UK£12.00	UK£8.76	6
Apr ’24	UK£9.10	UK£13.60 +49.5%	11.2%	UK£16.40	UK£12.00	UK£10.00	6
Mar ’24	UK£9.20	UK£13.30 +44.6%	11.9%	UK£16.40	UK£12.00	UK£11.40	6
Feb ’24	UK£9.58	UK£13.30 +38.8%	11.9%	UK£16.40	UK£12.00	UK£12.05	6
Jan ’24	UK£10.20	UK£13.80 +35.3%	12.0%	UK£16.40	UK£12.00	UK£11.80	5
Dec ’23	UK£9.90	UK£13.80 +39.4%	12.0%	UK£16.40	UK£12.00	UK£10.00	5
Nov ’23	UK£9.04	UK£13.80 +52.7%	12.0%	UK£16.40	UK£12.00	UK£8.70	5

Analyst Forecast: Target price is more than 20% higher than the current share price, but analysts are not within a statistically confident range of agreement.

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YouGov Valuation