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YOU Yougov Plc

429.00
1.00 (0.23%)
Last Updated: 08:22:44
Delayed by 15 minutes
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
  1.00 0.23% 429.00 10,851 08:22:44
Bid Price Offer Price High Price Low Price Open Price
427.00 430.00 440.00 422.00 422.00
Industry Sector Turnover Profit EPS - Basic PE Ratio Market Cap
Coml Econ, Sociolog, Ed Resh 335.3M -2.4M -0.0206 -207.77 499.21M
Last Trade Time Trade Type Trade Size Trade Price Currency
08:24:23 O 231 429.55 GBX

Yougov (YOU) Latest News

Yougov (YOU) Discussions and Chat

Yougov Forums and Chat

Date Time Title Posts
20/11/202420:52YouGov - 2 way cash generation.1,307
09/11/202409:35BOD Aware Glassdoors Review Being Taken - CFO issue3
11/10/202414:52YOUGOV plc11
30/11/200121:53Fao: weston100-
17/3/200117:16F.A.O. Petersmith-

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Yougov (YOU) Most Recent Trades

Trade Time Trade Price Trade Size Trade Value Trade Type
08:24:25429.55231992.26O
08:20:04429.005832,501.07AT
08:19:45429.00834.32O
08:19:15428.003021,292.56AT
08:19:15428.005102,182.80AT

Yougov (YOU) Top Chat Posts

Top Posts
Posted at 20/11/2024 08:20 by Yougov Daily Update
Yougov Plc is listed in the Coml Econ, Sociolog, Ed Resh sector of the London Stock Exchange with ticker YOU. The last closing price for Yougov was 428p.
Yougov currently has 116,638,991 shares in issue. The market capitalisation of Yougov is £499,214,881.
Yougov has a price to earnings ratio (PE ratio) of -207.77.
This morning YOU shares opened at -
Posted at 19/11/2024 06:04 by xtrmntr
Peel Hunt: YouGov turnaround progressingYouGov (YOU) trades on a 'compelling' valuation as it remains on track with its turnaround, but evidence of growth will be needed in January, says Peel Hunt.Analyst Jessica Pok reiterated her 'buy' recommendation and target price of 720p on the consumer survey and analytics group, which retreated 2.4% to 439p on Monday, 9p and has slumped 64% in 2024.Pok is 'building conservatism' into her forecasts as the business heads into 2025 'mainly to account for continued product investment'.However, she said management is 'taking the right actions and is on track to meet its cost-savings target, while continuing to invest in growth'.'As we enter the key client budgeting period for 2025, signs of increased sales momentum during this time would benefit the rest of the year,' she said.'YouGov's targeted product upgrades and new launches should support this process.'Pok is anticipating signs of top-line growth in the January trading update and said the 'valuation remains compelling' but 'evidence of growth is needed in the January update to boost the shares further'.
Posted at 01/11/2024 18:49 by xtrmntr
Shareholders in YouGov (YOU) were probably expecting a fairly glum analysis of the group's full-year figures following the summer profit warning, but the shares were marked up sharply on results day.In January, YouGov completed the €315mn (£263mn) deal to acquire the consumer panels services (CPS) business of Nuremberg based GfK, a move deemed "transformative" by management. Given the subsequent 60 per cent increase in administrative expenses, shareholders would be entitled to ask what long-term impact the group's metamorphosis will have on its cost base.Unfortunately, given where we are in the integration process that's probably unknowable at this stage, not least because the full extent of rationalisation measures has yet to be brought to bear. Management has taken initial action to reduce annualised costs by around £20mn, but the bottom line is that the increase in leverage brought about by recent M&A activity is atypical where YouGov is concerned, so management will look to retire debt as soon as practicable. We'll get a more meaningful idea of how the business is faring post-acquisition when the group's interim figures are released in March, but full-year revenue was ahead of guidance, while adjusted operating profit edged up 1 per cent to £49.6mn, partly thanks to the contribution from CPS. Unfortunately, the underlying margin contracted by 400 basis points due to faltering sales growth and increased staff and technology costs.The group has not been immune to the general slump in demand for B2B services of all stripes, a situation which will hopefully reverse if the cost-of-capital continues on its downward path. The good news is that the group's Americas segment saw underlying sales growth of 8 per cent, "driven by an increase in spend from the technology sector and multi-year tracking studies".Although a step-up in M&A activity invariably gives way to intensified scrutiny on the part of investors, YouGov is faced by the dual challenge/opportunity presented by the spread of artificial intelligence (AI) across data analytics markets, hence the post period-end £4.5mn deal to acquire Yabble, a New Zealand based company that has pioneered the use of generative AI to deliver audience insights, a point of leverage given YouGov's vast resource of consumer data.There's no denying that the stock is out of favour after the summer warning. The shares now trade at 12 times FactSet consensus earnings, on a 34 per cent discount to the target price, while a PEG ratio of 0.7 times suggests that the market could be underestimating growth prospects, particularly given the recent sales performance in the Americas. Recovery buy.
Posted at 26/10/2024 11:40 by zb27
Yougov was roaring towards £6 when Aberdeen probably started selling down at £5.80. It got ridiculous, and some major fund/institutions has had a word and just said give us everything you got we'll take it all off you. In around 8 trades about £20m worth of shares has changed hands or 3.5-4% of the entire shares in issue. I'm sure they'll want to multibag, back to only this years highs and it's 2x already! Yougov need to leave the LSE before takeover happens.
Posted at 23/10/2024 08:58 by fuji99
Why do you want me and others to sell ?

What's your interests on here then ?

To help your fresh short ? For sure.

Unfortunately for you, I am not a day-trader or a weak holder.

I am a long term investor.
Posted at 16/10/2024 11:55 by fuji99
Semperlucrum: "I fear an equity raise" - For what ?

You fear for your poor shorts Mr Sceptic, now becoming a real scum!
Most on here are long term holders and won't sell to take you out of your misery.

Can you read below ?

"As of 31 July 2024, the Group remains well capitalised, with approximately £70 million in cash and cash equivalents on the balance sheet and €16 million of the revolving credit facility remains undrawn."

For your info, £10 - £12 by end of 2025 is a certainly and worth waiting.
Posted at 07/8/2024 05:51 by xtrmntr
Peel Hunt raises YouGov target pricePolling company YouGov (YOU) has scaled back its pessimism since a profit warning in June and announced that full-year results should be better than expected, while also launching a cost optimisation plan that is targeting £20m in annualised savings.YouGov expects full-year revenues of between £327m and £330m with operating profit of between £43m and £46m, which are respectively 1% and 5% higher than June's guidance.In an effort to cut costs, the company is reducing support functions, discontinuing underperforming products, scaling back in certain non-core regions and cutting third-party supplier costs. YouGov has also acquired generative AI-powered data analytics tools provider Yabble as it accelerates investment in the much-hyped sector.Peel Hunt analyst Jessica Pok said it had not been an easy year for YouGov with a softer trading environment increased competition and internal inefficiencies leading to the significant downgrade in June.'Having said that, we now have a clear plan set out by management to address these issues, with the launch of the cost optimisation plan, improvements in the sales process and an acquisition to accelerate AI investment,' Pok said. This gives us confidence and underpins growth for FY25E.'Pok increased the sum of the parts (SOTP) valuation target price from 630p to 720p based on the updated 2025 forecasts, while continuing to use Peel Hunt's target multiples that assume a haircut to peer multiples. 'The shares have declined close to 50% since the profit warning,' she said. 'At 11 times [2025 estimated price to earnings], we believe the stock remains undervalued, given the strong capabilities, data assets and IP within the group.The shares jumped 18.5% to 520p on Tuesday.
Posted at 25/6/2024 15:51 by ggrantsu
Catabrit...really good to see someone on here confronting what is the correct issue. You are on the right trail...it is all about the competitive landscape...and it is looking horrific.

YouGov has been a stellar story...one of the best UK growth names out there. I am becoming more and more convinced however that last week could be the start of something long, deep and prolonged - and painful on all three fronts. If the 40% cut were a demand led issue...I would be buying with both hands. It isn't though...its a very aggressive supply side effect...it is a supply side effect that isn't effecting the likes of Ipsos (and I suppose YouGov's custom research side) because in spite of YouGov putting all the focus on 'data products', the custom research done by Ipsos et al actually has some very strong barriers to entry. You hit the nail on the head Catabrit...data products, which drove the profit warning, I'm beginning to discover has barriers to entry that are next to nil. You need a data analysis operation, which all these small players who are much cheaper have, and then a way to rent out third party panel data. That's it. So all of these people now doing this and price undercutting YouGov are probably providing a pretty decent solution...you use the correct word...it is commoditized. Heavily so.

It's almost a little like watching a plane crash in slow motion...YouGov have staked everything on higher margin data products to deliver their medium-term targets, and now all of a sudden you have these very ugly industry dynamics hitting them like a train. And what's worse...the sales cycle is massively elongated i.e. clients go to a smaller player for at least a year on subscription...complete nightmare. It's so extreme as well because you have both severe volume and pricing pressure...at the same time.

The best case scenario is that clients return to YouGov, unsatisfied by these smaller players who do not own their own data - and maybe YouGov is right...they are uniquely positioned given the panel they own. But that is a while off and still the best scenario. I'm beginning to think that maybe optimistic...and that actually what is going on is an irreversible industry shift. I'm seeing very limited evidence to the contrary...some smaller operators are experiencing financial difficulty and there are reports of third party panel data being used which is sub par...but in all honesty, I think this is potentially a complete disaster for YouGov medium term...

Prediction is that we get an update where the medium term targets are completely diced.

When these higher rated growth/quality stories go wrong, it is a long way to the bottom. In this instance, it's not some short term recession induced problem...think it is a lot more serious.
Posted at 21/6/2024 15:03 by fuji99
Justice: Yes they did.

YouGov PLC YouGov completes the acquisition of GfK's CPS (0177Z)
09/01/2024 7:00am
UK Regulatory

YouGov plc

("YouGov" or "the Group" or "the Company")

YouGov completes the acquisition of GfK's Consumer Panel Services

Extends YouGov's Offering with Established Leader in European Household FMCG Consumer Insights

YouGov plc (AIM: YOU) ("YouGov"), the international market research and data analytics group, is pleased to announce the completion of its acquisition of the Consumer Panel Services of GfK GmbH ("CPS GfK"). CPS GfK is an established leader in household purchase data, with panels across 18 European countries, consisting of over 100,000 households.

As announced on 6 July 2023, YouGov agreed to acquire CPS GfK in an all-cash transaction for a headline purchase price of EUR315 million. The transaction was financed with proceeds from the equity raise completed in July 2023 and our new EUR280 million term loan facility as announced on 2 October 2023. YouGov's investment into a carefully planned and considered integration programme will ensure a seamless transition for CPS GfK clients and colleagues and enable both companies to capitalise on each other's strengths from day one.

CPS GfK's capabilities are strategically aligned with YouGov, adding highly engaged panels across the European market and technology to capture and analyse consumer purchasing data. The acquisition will support our continued growth by expanding our combined offering to existing clients in our current markets, as well as the opportunity to win new clients and roll out into new markets, including in the US which remains our key strategic growth focus. YouGov has a long history of investing in innovative, new technologies and products to drive long-term growth and continuing that journey with CPS GfK will help our combined business to realise our vision of becoming a leading provider of shopper, marketing and opinion data.

Steve Hatch, CEO of YouGov, commented:

"We are excited to welcome CPS GfK and its brilliant team to the YouGov fold. The completion of this transaction is a notable step in fulfilling our mission as a company to give the world a voice and to help organisations of all types make better decisions by creating value for people and organisations around the world.

"This acquisition enhances our customer value proposition with one of the richest behavioral data sets on FMCG and Retail consumer insights. Together, we're able to help our clients perfect the full shopper journey - across advertising, location, and media - by understanding what consumers think, feel and buy. This unmatched combination enables us to create more value for our clients and partners than ever before and we look forward to working closely with the CPS GfK team and clients."

Stefan Heremans, President, CPS GfK:

"For over 60 years, CPS GfK has provided clients with insight into what shoppers buy and why they buy it. As we become part of the YouGov family, our clients can expect the same quality data they have always enjoyed. We are now excited that we will further deepen their relationships with us through YouGov's exceptional data on consumer opinions, motivations, wants and media habits.

"CPS GfK and YouGov have a lot in common - including our high-quality panels where millions of people share their data with us every hour of every day and our industry-leading data which provide clients with certainty. We look forward to investment in our platforms, products and panellists, to give our clients the most comprehensive view of the consumer journey across the region. We're excited for this new chapter in our long history that creates more value for people and for businesses around the world."
Posted at 21/6/2024 06:58 by xtrmntr
YouGov working its issues out, says Peel HuntYouGov (YOU) has delivered a 'very disappointing' profit warning but Peel Hunt says it continues to address its issues.Analyst Jessica Pok retained her 'buy' recommendation and target price of £15 on the survey and analytics group, which plummeted 40% to 488p on Thursday. It reported lower than expected bookings in first-half results and despite improvement in the second half, trading was slower than expected. It expects full-year operating profits to fall 38% this year.'This is a very disappointing statement from YouGov, given the company's high visibility...at the interims,' said Pok.She said the share price fall since the interims -down a quarter - suggested the market was pricing in a downgrade. However, she said the downgrade is larger than she expected.'YouGov has been impacted by slower client spend and intensified competition for data products. Despite these challenges in the short term, the company is addressing the issues, and is focusing on investment in data product upgrades and artificial intelligence, sales organisation enhancement, and cost base reduction.'
Posted at 20/6/2024 11:51 by ggrantsu
Mortal1ty...you make some good comments tbf. In terms of competition, I made these notes when looking at YOU in detail. 'Smaller new entrants in many instances possess innovative technology in terms of data analytics; however, they do not possess historical panel data that in anyway mirrors YouGov’s own. Basically, YouGov’s own panel data is a difficult to replicate asset. These smaller operators are in many instances utilising third-party rented panel data, and there have been many reports of fraudulent and misleading data being used. The following competitors are examples of the kind of entrants YouGov has seen:
• Cint Group AB (ticker CINT) - A panel aggregator that has had issues with fraud.
• Dynata – A panel aggregator that filed for a Chapter 11 last month.
• GWI – A ‘thinner version’ competitor of YouGov Profiles based in the UK. They have no panel (relying on third party data). They are selling their offering at low prices as the Group needs to demonstrate growth to its PE investors.
• MorningConsult – A US competitor to BrandIndex. Like GWI, they are struggling to justify lofty valuations and need to show growth and hence have slashed prices. It is loss making and, like GWI, relies on third-party data.'

So basically...they have these short/medium term pressures, but there is certainly a plausible view that at some point they should come out as a long term winner. Owning their large, historic panel, is actually a big plus...doesn't detract from the immediate reality.

I think your point re bids is interesting...and makes me realise I'm probably being optimistic. By any chance, do you have the Keywords EV/EBITDA takeout multiple to hand? I think that is a good reference point for us here...IMO, YouGov is a better business than Keywords (just my opinion).
Yougov share price data is direct from the London Stock Exchange

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