Nielsen Holdings
Market Cap
US$8.0b
Last Updated
2021/01/19 23:17 UTC
Data Sources
Company Financials +
Executive Summary
Nielsen Holdings plc, together with its subsidiaries, operates as a measurement and data analytics company worldwide. More Details
Rewards
Risk Analysis
Snowflake Analysis
Moderate growth potential and slightly overvalued.
Similar Companies
Share Price & News
How has Nielsen Holdings's share price performed over time and what events caused price changes?
Latest Share Price and Events
Stable Share Price: NLSN is not significantly more volatile than the rest of US stocks over the past 3 months, typically moving +/- 6% a week.
Volatility Over Time: NLSN's weekly volatility (6%) has been stable over the past year.
Market Performance
7 Day Return
3.0%
NLSN
-1.8%
US Professional Services
0.3%
US Market
1 Year Return
5.0%
NLSN
15.6%
US Professional Services
21.1%
US Market
Return vs Industry: NLSN underperformed the US Professional Services industry which returned 14.8% over the past year.
Return vs Market: NLSN underperformed the US Market which returned 19.5% over the past year.
Shareholder returns
| NLSN | Industry | Market | |
|---|---|---|---|
| 7 Day | 3.0% | -1.8% | 0.3% |
| 30 Day | 10.9% | -2.8% | 3.3% |
| 90 Day | 62.2% | 9.6% | 14.2% |
| 1 Year | 6.6%5.0% | 16.5%15.6% | 23.8%21.1% |
| 3 Year | -32.7%-39.9% | 51.1%46.9% | 45.0%35.4% |
| 5 Year | -42.0%-51.1% | 134.6%121.7% | 127.7%102.3% |
Long-Term Price Volatility Vs. Market
How volatile is Nielsen Holdings's share price compared to the market and industry in the last 5 years?
Simply Wall St News
6 days ago | Simply Wall St
If You Had Bought Nielsen Holdings' (NYSE:NLSN) Shares Five Years Ago You Would Be Down 50%3 weeks ago | Simply Wall St
How Does Nielsen Holdings plc (NYSE:NLSN) Fare As A Dividend Stock?1 month ago | Simply Wall St
What Is Nielsen Holdings plc's (NYSE:NLSN) Share Price Doing?Valuation
Is Nielsen Holdings undervalued compared to its fair value and its price relative to the market?
35.9%
Undervalued compared to fair value
Share Price vs. Fair Value
Below Fair Value: NLSN ($22.28) is trading below our estimate of fair value ($34.77)
Significantly Below Fair Value: NLSN is trading below fair value by more than 20%.
Price To Earnings Ratio
PE vs Industry: NLSN is unprofitable, so we can't compare its PE Ratio to the US Professional Services industry average.
PE vs Market: NLSN is unprofitable, so we can't compare its PE Ratio to the US market.
Price to Earnings Growth Ratio
PEG Ratio: Insufficient data to calculate NLSN's PEG Ratio to determine if it is good value.
Price to Book Ratio
PB vs Industry: NLSN is overvalued based on its PB Ratio (3.9x) compared to the US Professional Services industry average (3.5x).
Next Steps
Future Growth
How is Nielsen Holdings forecast to perform in the next 1 to 3 years based on estimates from 7 analysts?
101.6%
Forecasted annual earnings growth
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: NLSN is forecast to become profitable over the next 3 years, which is considered faster growth than the savings rate (2%).
Earnings vs Market: NLSN is forecast to become profitable over the next 3 years, which is considered above average market growth.
High Growth Earnings: NLSN's is expected to become profitable in the next 3 years.
Revenue vs Market: NLSN's revenue (2.6% per year) is forecast to grow slower than the US market (10.3% per year).
High Growth Revenue: NLSN's revenue (2.6% per year) is forecast to grow slower than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: NLSN's Return on Equity is forecast to be low in 3 years time (19.3%).
Next Steps
Past Performance
How has Nielsen Holdings performed over the past 5 years?
-56.1%
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: NLSN is currently unprofitable.
Growing Profit Margin: NLSN is currently unprofitable.
Past Earnings Growth Analysis
Earnings Trend: NLSN is unprofitable, and losses have increased over the past 5 years at a rate of 56.1% per year.
Accelerating Growth: Unable to compare NLSN's earnings growth over the past year to its 5-year average as it is currently unprofitable
Earnings vs Industry: NLSN is unprofitable, making it difficult to compare its past year earnings growth to the Professional Services industry (-0.06%).
Return on Equity
High ROE: NLSN has a negative Return on Equity (-6.17%), as it is currently unprofitable.
Next Steps
Financial Health
How is Nielsen Holdings's financial position?
Financial Position Analysis
Short Term Liabilities: NLSN's short term assets ($3.8B) exceed its short term liabilities ($3.4B).
Long Term Liabilities: NLSN's short term assets ($3.8B) do not cover its long term liabilities ($10.1B).
Debt to Equity History and Analysis
Debt Level: NLSN's debt to equity ratio (447.9%) is considered high.
Reducing Debt: NLSN's debt to equity ratio has increased from 163.1% to 447.9% over the past 5 years.
Debt Coverage: NLSN's debt is not well covered by operating cash flow (11.4%).
Interest Coverage: NLSN is unprofitable, therefore interest payments are not well covered by earnings.
Balance Sheet
Next Steps
Dividend
What is Nielsen Holdings's current dividend yield, its reliability and sustainability?
1.08%
Current Dividend Yield
Dividend Yield vs Market
Notable Dividend: NLSN's dividend (1.08%) isn’t notable compared to the bottom 25% of dividend payers in the US market (1.39%).
High Dividend: NLSN's dividend (1.08%) is low compared to the top 25% of dividend payers in the US market (3.85%).
Stability and Growth of Payments
Stable Dividend: NLSN has been paying a dividend for less than 10 years and during this time payments have been volatile.
Growing Dividend: NLSN has only been paying a dividend for 8 years, and since then payments have fallen.
Current Payout to Shareholders
Dividend Coverage: NLSN is paying a dividend but the company is unprofitable.
Future Payout to Shareholders
Future Dividend Coverage: NLSN's dividends in 3 years are forecast to be thoroughly covered by earnings (13.2% payout ratio).
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Management
How experienced are the management team and are they aligned to shareholders interests?
1.0yrs
Average management tenure
CEO
David Kenny (58 yo)
2.08yrs
Tenure
US$12,936,400
Compensation
Mr. David W. Kenny is the Trustee of The Paley Center for Media. He has been an Independent Director at Best Buy Co., Inc. since September 27, 2013. Mr. Kenny has been Chief Executive Officer and Director ...
CEO Compensation Analysis
Compensation vs Market: David's total compensation ($USD12.94M) is above average for companies of similar size in the US market ($USD6.20M).
Compensation vs Earnings: David's compensation has been consistent with company performance over the past year.
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| CEO, Chief Diversity Officer & Executive Director | 2.08yrs | US$12.94m | 0.022% $ 1.8m | |
| Senior VP | 1.08yrs | US$810.37k | 0.0059% $ 472.5k | |
| Chief Legal & Corporate Affairs Officer | 2yrs | US$2.71m | 0.00079% $ 62.8k | |
| CEO of Global Connect Business & Non-Executive Director | 3.92yrs | US$240.00k | 0.0081% $ 647.5k | |
| Chief Financial Officer | 0.92yr | no data | 0.0092% $ 731.0k | |
| Chief Technology Officer | no data | no data | no data | |
| Senior VP of Investor Relations & Treasury | no data | no data | no data | |
| Senior VP | no data | no data | no data | |
| Chief Marketing & Communications Officer | 0.17yr | no data | no data | |
| Chief Human Resources Officer | 1yr | no data | 0.00014% $ 11.1k | |
| Chief Operating Officer of Vnu Business Media (USA) | no data | no data | no data | |
| Vice Chairman of Stichting VNU and Secretary of Stichting VNU | no data | no data | no data |
1.0yrs
Average Tenure
58yo
Average Age
Experienced Management: NLSN's management team is not considered experienced ( 1 years average tenure), which suggests a new team.
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| CEO, Chief Diversity Officer & Executive Director | 2.08yrs | US$12.94m | 0.022% $ 1.8m | |
| CEO of Global Connect Business & Non-Executive Director | 3.92yrs | US$240.00k | 0.0081% $ 647.5k | |
| Vice Chairman of Stichting VNU and Secretary of Stichting VNU | no data | no data | no data | |
| Independent Non-Executive Director | 10.42yrs | US$240.00k | 0.0011% $ 85.9k | |
| Independent Non-Executive Director | 3.25yrs | US$240.00k | 0.00038% $ 30.2k | |
| Independent Non-Executive Director | 10.17yrs | US$265.00k | 0.0011% $ 89.1k | |
| Independent Chairman | 5yrs | US$390.00k | 0.076% $ 6.0m | |
| Chairman of Stichting VNU | no data | no data | no data | |
| Independent Non-Executive Director | 10.67yrs | US$255.00k | 0.056% $ 4.4m | |
| Independent Non-Executive Director | 6yrs | US$260.00k | 0% $ 0 | |
| Chairman of VNU BV | no data | US$8.75k | no data | |
| Independent Non-Executive Director | 4.75yrs | US$240.00k | 0% $ 0 |
5.0yrs
Average Tenure
67.5yo
Average Age
Experienced Board: NLSN's board of directors are considered experienced (5 years average tenure).
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
Nielsen Holdings plc's company bio, employee growth, exchange listings and data sources
Key Information
- Name: Nielsen Holdings plc
- Ticker: NLSN
- Exchange: NYSE
- Founded: 1923
- Industry: Research and Consulting Services
- Sector: Commercial Services
- Market Cap: US$7.954b
- Shares outstanding: 357.00m
- Website: https://www.nielsen.com
Number of Employees
Location
- Nielsen Holdings plc
- 85 Broad Street
- New York
- New York
- 10004
- United States
Listings
| Ticker | Exchange | Primary Security | Security Type | Country | Currency | Listed on |
|---|---|---|---|---|---|---|
| NLSN | NYSE (New York Stock Exchange) | Yes | New Common Stock | US | USD | Jan 2011 |
| NHL | DB (Deutsche Boerse AG) | Yes | New Common Stock | DE | EUR | Jan 2011 |
| 0XI7 | LSE (London Stock Exchange) | Yes | New Common Stock | GB | USD | Jan 2011 |
| NLSN N | BMV (Bolsa Mexicana de Valores) | Yes | New Common Stock | MX | MXN | Jan 2011 |
| N1LS34 | BOVESPA (Bolsa de Valores de Sao Paulo) | BDR EACH 1 REPR 1 COM | BR | BRL | Jan 2020 |
Biography
Nielsen Holdings plc, together with its subsidiaries, operates as a measurement and data analytics company worldwide. It operates in two segments, Connect and Media. The Connect segment provides retail tra...
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2021/01/19 23:17 |
| End of Day Share Price | 2021/01/19 00:00 |
| Earnings | 2020/09/30 |
| Annual Earnings | 2019/12/31 |
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.