Yougov Plc

10.00 (1.01%)
Share Name Share Symbol Market Type Share ISIN Share Description
Yougov Plc LSE:YOU London Ordinary Share GB00B1VQ6H25 ORD 0.2P
  Price Change % Change Share Price Shares Traded Last Trade
  10.00 1.01% 1,000.00 47,447 08:11:54
Bid Price Offer Price High Price Low Price Open Price
990.00 1,010.00 1,000.00 995.00 995.00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Coml Econ, Sociolog, Ed Resh 221.10 17.10 15.30 65.33 1,114.73
Last Trade Time Trade Type Trade Size Trade Price Currency
08:32:23 O 458 1,000.00 GBX

Yougov (YOU) Latest News

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YOU is a large holding in the following funds:
 Fund  Percentage of Fund  Last Updated 

Yougov (YOU) Discussions and Chat

Yougov Forums and Chat

Date Time Title Posts
01/4/202320:33YOUGOV plc10
24/3/202320:34YouGov - 2 way cash generation.592
30/11/200121:53Fao: weston100-
17/3/200117:16F.A.O. Petersmith-

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Yougov (YOU) Most Recent Trades

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Yougov (YOU) Top Chat Posts

Top Posts
Posted at 16/10/2022 11:08 by disc0dave45
Good luck if you decide to get in here. It's a quality business, just not for me at the moment.Thanks as well for your help.
Posted at 15/10/2022 22:58 by henchard
disc0dave45 - No, I'm not a holder. Have looked at YouGov from time to time over the years, and the fall in the share price prompted me to revisit it. I've still got things to look at and weigh up.
Posted at 15/10/2022 22:36 by disc0dave45
Got it!, think you’ve cracked it.
Just don’t see them achieving their 30% forecast eps of 42.6p, or even the consensus of 33p-34p (which I think could be normalised eps not adjusted).
Their adjusted eps CAGR since 2017 is 14%, hence IMO if they achieve +15% eps growth that would be a high’ish forecast given the last 12 months growth (+9%) and the current macro environment. that would give FY23 of 27.2p, putting them on a meaty foreword PE of 33x.
Crux for me is I can’t value the business based on confusing and somewhat contradictory info from the BOD, and IMO they won’t achieve their primary earnings target (adjusted eps), plus it’s fairly pricey now, so will pass on this one.
If you are a holder then all the best.

Posted at 15/10/2022 22:17 by wad collector
Tipped in IC this week @ 805P , doesn't think the CEO stepping down will affect the direction of travel and strong sales will continue especially stateside.
Mind you they also said BUY in March @ 1180P , so perhaps they are just guessing like the rest of us....

Posted at 15/10/2022 21:41 by henchard
I think we're getting there on fathoming it!

But I think the 14.9p 2019 eps to a required 42.6p in 2023 is a 4-year CAGR not a 5-year:

2019: 14.9p...baseline Year 0
2020: 18.1p...1-year CAGR 21.5%
2021: 20.8p...2-year CAGR 18.1%
2022: 23.7p...3-year CAGR 16.7%
2023: 42.6p...4-year CAGR 30.0%

You're right though that a year-on-year FY22/23 eps increase of 80% to pull the FYP2 CAGR up to 30% looks nigh on impossible.

I guess the 50% or so fall in the share price since the start of the year speaks to market expectations of lower eps growth than previously anticipated.

I see Edison (company paid-for research) hTTps:// has pitched FY23 eps at 33p.

Posted at 15/10/2022 19:11 by disc0dave45
To confirm, FYP2 is FY20 to FY23 (4 financial years), that's my understanding. FYP1 was for 5 years, FYP2 4 years and FYP3 will cover 3 years.They stated in the finals issued Oct 2020:"The financial year to 31 July 2020 was the first full year of our current long-term strategic growth plan ("FYP2"). The financial results for the year to 31 July 2019 set the base line for the Board approved targets for the FYP2 period (which runs from 1 August 2019 to 31 July 2023) to double Group revenue, double adjusted operating profit margin(2) , and achieve compound annual adjusted earnings per share(2) ("EPS") growth in excess of 30%."
Posted at 15/10/2022 18:49 by disc0dave45
Ps put simply the consensus forecasts in terms of FY23 eps is more than double (+126% growth) their FY22 earnings - that's what drew my attention in the first place but then realised it's a forecast based purely on them hitting the 30% CAGR target (from and including FY20), thus the consensus share price target can't be correct as IMO they will be doing well to achieve circa 11% CAGR for their FYP2 period. That's +15% eps growth FY23 v FY22 (they only managed +9% for FY22 v FY21).
Posted at 29/6/2022 18:50 by wad collector
Or maybe it was , given the price has now dropped below £9. The dividend yield is still only a paltry 0.68% so there is not a reassuring dividend to at least satisfy the long term holders. Given that P/E of 80 it might still have a long way to fall, the price is not for it's cash generation.
Posted at 25/3/2022 14:44 by wad collector
Article in IC today about the half yr results pointing out that it is turning into a consultancy more than a data provider . It concluded a BUY though the price was 1180p that day.
But presumably not a buy for the 0.5% yield!

Posted at 15/3/2022 17:29 by km18
...from last year...

Company overview:
YouGov is a UK-based international research and data analytics group. The company provides several in-house developed services like BrandIndex which is a perception tracker, Profiles – media planning and segmentation tool, Realtime – availability of representative and specialist samples and Custom research, which offers quantitative and qualitative research. In a study on accuracy Pew Research Center concluded that YOU is consistently outperforming its peers. YOU is operating through more than 11 million registered members globally and has operations in UK, America, Mainland Europe, middle East, India, and Asia Pacific.
The company has made several acquisitions over the past decade, rising the goodwill figure to roughly 35% of total assets. Last year they impaired £2.1m, which should bring some stability in the current period. What about financials? Growth is inspiring, with revenue CAGR of nearly 15%, swelling to 22.5% on EPS level. ROCE for last year was around 10% and the TTM figure is 10.6%. Return on capital is in the top quartile of the industry at 10.6% and gearing is negative. However, the strong fundamentals do not come cheap with this one. P/E is sky-high at 103 for 2020, same could be said also for P/S. Last two years, YOU managed to retire more than £5m worth of shares and roughly the same amount in debt which proves management is guiding the company on the right path. The interims were impacted by “one-off” charges, but underlying growth in revenue was 9%.
the final results for the 2021 FY are out now and we can take a closer look. Firstly, underlying revenue growth is 18% and statutory is 11% swelling to £169m. PBT is 24% above last year at £18.9m and EPS increased by 18% to 10.6p. Balance sheet is kept very stable, with net cash position and the company is debt free. They have also proposed a boost in the dividend from 5p to 6p for this year. Bundling of Data Products and Custom Research is keeping the trading momentum and offering strategic long-term deals. Data Services revenue increase by 20%. Attention has been given also for future growth (capex of £23.8m), with numerous investments in new products, development of technology, expansion of their panel into 15 markets and acquisitions which can be found bellow. Outlook is positive, with “healthy sales pipeline” and trading in line with expectations.

Projects: Bolt-on acquisitions – Open Banking start-up Lean App and companies in the research and data insights sector in Turkey, Australia, and Canada

Short analysis:

Net cash position of £35.5m, debt-free
CA/CL = 1.22
Cash ratio = 0.53
Interest coverage = 38
P/S = 8.16
BV ps = 99p, growing at 11.3% CAGR
Operating profit of £19m, 25% above 2020 results
Gross profit margin of 84.5%...

...from WealthOracleAM

Yougov share price data is direct from the London Stock Exchange
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