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| 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
|
|
|---|---|---|---|---|---|
| -4.00 | -0.90% | 438.00 | 487,948 | 16:35:25 |
| Bid Price | Offer Price | High Price | Low Price | Open Price | |
|---|---|---|---|---|---|
| 438.00 | 441.00 | 444.00 | 433.00 | 443.00 | |
| Industry Sector | Turnover | Profit | EPS - Basic | PE Ratio | Market Cap |
|---|---|---|---|---|---|
| Coml Econ, Sociolog, Ed Resh | 258.3M | 34.5M | 0.2978 | 14.74 | 512.01M |
| Last Trade Time | Trade Type | Trade Size | Trade Price | Currency |
|---|---|---|---|---|
| 16:35:25 | AT | 195 | 438.00 | GBX |
| Date | Time | Source | Headline |
|---|---|---|---|
| 09/7/2024 | 21:58 | ALNC |  IN BRIEF: YouGov Non-Executive Director Mishra buys shares |
| 09/7/2024 | 15:24 | UK RNS | YouGov PLC Director/PDMR Dealing |
| 01/7/2024 | 17:10 | UK RNS | YouGov PLC Total Voting Rights |
| 01/7/2024 | 15:44 | UK RNS | YouGov PLC Director/PDMR Dealing |
| 28/6/2024 | 14:44 | UK RNS | YouGov PLC Director/PDMR Dealing |
| 20/6/2024 | 10:17 | ALNC | TOP NEWS: YouGov stock drops as sales slowdown prompts profit warning |
| 20/6/2024 | 07:00 | UK RNS | YouGov PLC Update on Current Trading |
| 07/6/2024 | 10:07 | ALNC | IN BRIEF: YouGov brings Diaceutics Chair Deborah Davis onto board |
| 07/6/2024 | 07:00 | UK RNS | YouGov PLC Appointment of Non-Executive Director |
| 03/6/2024 | 15:39 | UK RNS | YouGov PLC Total Voting Rights and Block Listing Return |
Yougov (YOU) Share Charts1 Year Yougov Chart |
|
1 Month Yougov Chart |
Intraday Yougov Chart |
| Date | Time | Title | Posts |
|---|---|---|---|
| 25/7/2024 | 08:44 | YouGov - 2 way cash generation. | 1,102 |
| 01/4/2023 | 20:33 | YOUGOV plc | 10 |
| 30/11/2001 | 21:53 | Fao: weston100 | - |
| 17/3/2001 | 17:16 | F.A.O. Petersmith | - |
| Trade Time | Trade Price | Trade Size | Trade Value | Trade Type |
|---|---|---|---|---|
| 2024-07-26 15:35:25 | 438.00 | 195 | 854.10 | AT |
| 2024-07-26 15:35:25 | 438.00 | 15,694 | 68,739.72 | UT |
| 2024-07-26 15:27:57 | 439.00 | 167 | 733.13 | AT |
| 2024-07-26 15:27:57 | 439.00 | 10 | 43.90 | AT |
| 2024-07-26 15:27:57 | 439.00 | 880 | 3,863.20 | AT |
| Top Posts |
|---|
Posted at 27/7/2024 09:20 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 442p.Yougov currently has 115,839,619 shares in issue. The market capitalisation of Yougov is £508,535,927. Yougov has a price to earnings ratio (PE ratio) of 14.74. This morning YOU shares opened at 443p |
Posted at 22/7/2024 16:02 by catabrit The client feedback on YouGov tech is quite poor. Apparently it is very clunky and dated and not up to scratch vs peers. If you look at the R&D spend on software development it is peanuts vs what unlisted VC and PE-backed companies are likely spending. Hence the statement about needing to upgrade their products which couldn't come at a worse time (and will likely be a major drag on free cash flow). I downloaded the YouGov app to see what the UX was like as a panelist and it was surprisingly bad. I expected more from an apparently tech savvy company. I was asked which phone I had and to my shock, neither Apple nor Samsung were listed first. I had to scroll to find them. Likewise when I asked where I watched TV shows (Netflix) and listened to music (Spotify).If you watch the Capital Markets Day and check the slides which shows you the client interface for their 'marquee products' it was pretty basic and unimpressive. I had a demo of morning consult (one of the competitors that is undercutting them on price) and I thought the product looked way more slick. |
Posted at 18/7/2024 09:41 by dev80 By the sounds of it from other posters you were buying other stocks at high prices. Your name says it all. You should be sceptical about trading at all. Go and put your 100 pounds in your piggy bank. |
Posted at 05/7/2024 07:02 by xtrmntr Peel Hunt cuts YouGov target priceYouGov (YOU) is trading at its lowest rating for a decade but although the market thinks the business is 'broken', Peel Hunt disagrees.Analyst Jessica Pok retained her 'buy' recommendation but cut the target price from £15 to 630p on the polling and analytics group, which fell 1.2% to 422p on Thursday, adding to the hefty 65% loss the shares have made this year.The shares have fallen since its full-year profit warning led Pok to reduce full-year 2024 and 2025 earnings per share targets by 44% and 39%, respectively, with 'conservative growth assumptions built in for next year'.'The shares are currently trading at 11 times full-year 2025 price to earnings...which is near YouGov's lowest rating in over a decade,' she said.'The market is pointing to a broken business, which we do not believe is the case. However, we expect the shares to trade sideways until investors have more confidence in the future strategy, and gain further insight into management's plan of action at the prelims.' |
Posted at 26/6/2024 14:40 by ggrantsu further conversations had today with people that have far more knowledge than me...not trying to scare...it's not heading towards 0 here of course. however...the competition issues in data products are being seen as very severe...and it has hit quickly like a train, leaving the company pretty much unable to garner any proper budgeting response. the biggest risk is next year and years after...i mentioned berenberg 18% cut for 25 and was laughed at...take from that what you will. made the interesting point about smaller lower priced offerings...for big existing clients with deep pockets, they can afford to stick with yougov...but with no trials being offered and many prospective smaller clients unable to judge what the difference in offering looks like, its very hard for them to win new business. the person agreed with me also that the jury is out on whether yougov's offering is much better...sure, owning their panel is a plus...but not enough to offset the kind of sea change in competitive environment they are seeing. on the plus side, it was agreed that a PE buyout at double today's price is a potential outcome. i personally think a buyout is very likely...and in spite of all the performance issues, probably makes this a worthwhile small hold. what comes first though? a bid or another update with a huge cut to guidance... lack of director buying is just typical in UK...its pathetic. but i definately read the obvious into that...no director who sees the current competitive landscape and potential for cut to medium term targets is going to part with their money. why would they? would love to be surprised. |
Posted at 25/6/2024 16:51 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...compl 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 16:03 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 07:58 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 13:19 by mortal1ty Thanks for the info on competition. To be honest, in these sort of scenarios the market will shoot first and ask questions later. Keywords was meant to be an AI risk, and in reality it was probably a low risk, but the market puts it in a 'bucket' and its hard to shake that label.So the market (and investors) will put this in the 'losing share', competitive struggles bucket, and investors just won't be bothered to look at it. The other issue you have is YouGov has previously been characterised as a growth stock. Lots of growth investors. These growth investors do not like their growth investment case going wrong, and will slowly sell out. However, the value investors are greedy on price. They want those low and distressed valuations before they buy in. So you end up with this horrible situation where growth investors won't touch it and value investors won't touch it. Then when the price has dribbled low enough (I think c. 1.3x sales), you will see a massive spike in volume again and this is the turnaround / bottom. Keywords is a good business in my opinion. Lots of cash. Lots of organic growth. Lots of bolt on acquisitions. It has shifted a lot over the last few years to become higher quality (focused on creative design of games not just localisation). Anyway the market-cap for that is £1760. They have 82m EUR net-debt. Last year made 158m EUR adj. EBITDA, which I made for c. 12.7x EBITDA. Pre-bid the business was basically on a 10% FCF yield. This has balance sheet issues now, trading issues, management reputation issues, the wrong shareholder base, and isn't on a distressed valuation yet. I bet you can pick this up for c. 1.5x sales in the next few months just on general selling. Whether is gets down to a truly distressed level (c. 1.25x) will depend on how much fear around the balance sheet and competition grows. |
Posted at 20/6/2024 12:51 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). |
Posted at 20/6/2024 12:24 by ggrantsu was a trader here in between 8-10 pounds...luckily read the mood music right and exited. actually envisaged an early RNS saying FY wouldn't be met.interesting situation now...on the one hand, it isn't screamingly cheap still...the falling off today really just aligns it with this years earnings cut. while 40% sounds like a lot...it all depends on whether the outer years are going to look the same like Berenberg etc are all saying. that to me feels unlikely...the competition stuff with low cost smaller operators (who I think in the long run will lose out to yougov) are going to be an issue for a while yet. i cannot see how later years don't become subject to more cuts. on the flip side...there is an interesting trade here. most significantly...i think the chances of a buyout are now very high. yougov is a phenomenal business with phenomenal data assets...they are the long term winner in this space. a space which has already seen a lot of PE ownership. US PE would happily pay very high multiples for YouGov and you could easily see a bid at a significant premium to 5 pounds. for that reason...worth holding a small amount IMO. its also a name which is on fund managers' radars...well liked stock for whom many its been a case of 'love the business, cant stomach the valuation'. be interested to see how it plays out...hopefully some huge PE fund comes in with a 15-20x EVITDA bid - could easily imagine YouGov being the kind of business which gets a bidding war going. |
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