NYSE:NLSN

Stock Analysis Report

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Executive Summary

Nielsen Holdings plc, together with its subsidiaries, operates as a measurement and data analytics company worldwide. More Details


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

NLSNIndustryMarket
7 Day3.0%-1.8%0.3%
30 Day10.9%-2.8%3.3%
90 Day62.2%9.6%14.2%
1 Year6.6%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

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).


Next Steps

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

NamePositionTenureCompensationOwnership
David Kenny
CEO, Chief Diversity Officer & Executive Director2.08yrsUS$12.94m0.022%
$ 1.8m
Christopher Taft
Senior VP1.08yrsUS$810.37k0.0059%
$ 472.5k
George Callard
Chief Legal & Corporate Affairs Officer2yrsUS$2.71m0.00079%
$ 62.8k
David Rawlinson
CEO of Global Connect Business & Non-Executive Director3.92yrsUS$240.00k0.0081%
$ 647.5k
Linda Zukauckas
Chief Financial Officer0.92yrno data0.0092%
$ 731.0k
Srini Varadarajan
Chief Technology Officerno datano datano data
Sara Gubins
Senior VP of Investor Relations & Treasuryno datano datano data
Emily Epstein
Senior VPno datano datano data
Jamie Moldafsky
Chief Marketing & Communications Officer0.17yrno datano data
Laurie Lovett
Chief Human Resources Officer1yrno data0.00014%
$ 11.1k
Howard Lander
Chief Operating Officer of Vnu Business Media (USA)no datano datano data
Mick Den Boogert
Vice Chairman of Stichting VNU and Secretary of Stichting VNUno datano datano 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

NamePositionTenureCompensationOwnership
David Kenny
CEO, Chief Diversity Officer & Executive Director2.08yrsUS$12.94m0.022%
$ 1.8m
David Rawlinson
CEO of Global Connect Business & Non-Executive Director3.92yrsUS$240.00k0.0081%
$ 647.5k
Mick Den Boogert
Vice Chairman of Stichting VNU and Secretary of Stichting VNUno datano datano data
Javier Garcia Teruel Herroz
Independent Non-Executive Director10.42yrsUS$240.00k0.0011%
$ 85.9k
Guerrino De Luca
Independent Non-Executive Director3.25yrsUS$240.00k0.00038%
$ 30.2k
Karen Hoguet
Independent Non-Executive Director10.17yrsUS$265.00k0.0011%
$ 89.1k
James Attwood
Independent Chairman5yrsUS$390.00k0.076%
$ 6.0m
Peter Kalff
Chairman of Stichting VNUno datano datano data
Robert Pozen
Independent Non-Executive Director10.67yrsUS$255.00k0.056%
$ 4.4m
Harish Manwani
Independent Non-Executive Director6yrsUS$260.00k0%
$ 0
P. Van Dun
Chairman of VNU BVno dataUS$8.75kno data
Lauren Zalaznick
Independent Non-Executive Director4.75yrsUS$240.00k0%
$ 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

TickerExchangePrimary SecuritySecurity TypeCountryCurrencyListed on
NLSNNYSE (New York Stock Exchange)YesNew Common StockUSUSDJan 2011
NHLDB (Deutsche Boerse AG)YesNew Common StockDEEURJan 2011
0XI7LSE (London Stock Exchange)YesNew Common StockGBUSDJan 2011
NLSN NBMV (Bolsa Mexicana de Valores)YesNew Common StockMXMXNJan 2011
N1LS34BOVESPA (Bolsa de Valores de Sao Paulo)BDR EACH 1 REPR 1 COMBRBRLJan 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

All financial data provided by Standard & Poor's Capital IQ.
DataLast Updated (UTC time)
Company Analysis2021/01/19 23:17
End of Day Share Price2021/01/19 00:00
Earnings2020/09/30
Annual Earnings2019/12/31


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.