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← CockpitCompetitor Analysis › NIQ NIQ Global Intelligence PLCOpen in the cockpit ↗

NIQ Global Intelligence PLCNIQCompetitor analysis, valuation and peers

United States · USD·Information Technology›Packaged Software

Provides consumer and retail market-research data (point-of-sale, panel, e-commerce) that brands use to track sales and share.

Momentum strong 71
Mkt cap
$6.02B
US dollars, full cap
Free float
20%
of shares outstanding
$/day
$16.0M
20-day average traded
Fwd P/E
17.1×
forward earnings
ROIC−WACC
-0.3 pp
WACC 6.0%
Hurdle
-4 pp
Req g minus delivered
Next earnings
6 days
12 Nov 2026
Close · USD$11.68
1Dn/a
1W+1.0%
1M+3.8%
3M+9.0%
6M+5.2%
YTD-29.2%
1Y-32.4%
ATR %4.4%
Beta0.69
52w lowhigh37.5% off high

What NIQ Global Intelligence does

Provides consumer and retail market-research data (point-of-sale, panel, e-commerce) that brands use to track sales and share.

Brands and retailers pay recurring contract fees for data on what shoppers buy and where, gathered from retailers' checkout systems and from household panels. A 2023 combination with GfK, a German consumer-research group, added consumer-technology data. The private-equity firm Advent International long owned it before its 2025 stock-market listing.

Products and services

  • Retail measurement (POS data)
  • Consumer panel data
  • E-commerce analytics
  • Media/brand analytics

Customers

  • Consumer packaged goods brands
  • Retailers
  • Manufacturers

Where it sits in the supply chain

  • Market research
  • Consumer/retail data
  • Panel & retail measurement

What could go right

  • CPG demand for real-time sales/share data
  • Emerging-market retail data expansion

What could go wrong

  • Retailer first-party data reducing reliance on syndicated data
  • Price competition from smaller data vendors

Moat: narrow (scale, switching costs, data). Long-running retailer data-sharing relationships and historical panels are hard to rebuild.

Headquarters: Chicago, Illinois, United States · Founded: 1923 · Employees: 38,760

Named competitors

  • Circana private or unlisted
  • Kantar private or unlisted
  • GfK private or unlisted
  • dunnhumby private or unlisted
  • Ipsos IPS.PA
  • YouGov YOU.L
  • Similarweb SMWB

NIQ Global Intelligence at a glance

Size NIQ Global Intelligence (NIQ) is a United States Information Technology company (Packaged Software) with a market value of $6.02B, the 1063rd largest of 3,117 United States companies the cockpit tracks. Shares closed at $11.68 on 6 Nov 2026.

Performance Over six months the shares gained 5.2%, against +11.5% for the median peer and -1.1% for the United States market (cap-weighted) — 8th lowest of 20 in its peer set.

Growth Revenue grew 8.9% over the last twelve months (peer median +12.6%); the operating margin is 7.8% (peer median 17.2%).

Valuation It trades at 17.1× forward earnings against a peer median of 21.3× (9th cheapest of 20).

Price implies For today's price to make sense, revenue must grow about 11% a year for seven years (Req g). Recent delivered growth is +15%, so the hurdle is -4 pp: the price already allows for a slowdown.

Capital Return on invested capital runs 0.3 points below its cost of capital (6.0% WACC).

Backlog Backlog (remaining performance obligations) was $1.77B at 30 Jun 2026, up 4% on a year earlier — 0.4 years of trailing revenue. Backlog detail →

Short interest Short interest is 1.7% of the free float (15 Oct 2026).

Next results Next results expected around 12 Nov 2026 (exchange calendar; dates can move).

Relative performance

8010012011 May 202611 Aug 20266 Nov 2026Peer median 113NIQ 112
Six months, rebased to 100: NIQ Global Intelligence against the median of its 20 peers (local-currency closes).

NIQ Global Intelligence financials

Reported figures in USD; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue$4.39B$4.20B$3.97B$3.34B$2.79B
Revenue growth—+6%+19%+20%—
Gross profit$1.79B$1.70B$1.60B$1.37B$1.10B
EBITDA$979M$879M$800M$595M$462M
Net income-$351M-$353M-$810M-$467M-$317M
Free cash flow$395M$23.9M-$225M-$35.1M$13.1M
Capital expenditure$158M$275M$299M$273M$306M
Total debt$3.80B$3.87B$4.33B$4.44Bn/a

Quarterly statements and history in the cockpit →

NIQ Global Intelligence competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

-50%0%+50%+100%-10%0%+10%+20%600570ACIW9626DLBOTEX600845RNGKVYOTOI0020NAVNDOCS3293VRNS002558CVLTQLYS002517NIQ6-month return →1-month return →
Up and to the right = strong over both horizons. NIQ Global Intelligence is the large dot.

Fundamentals: revenue growth against valuation

0%+50%+100%0×50×100×600570ACIW9626DLBOTEX600845KVYOTOINAVN3293VRNS002558SECT-B002517NIQRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. NIQ Global Intelligence is the large dot.

Capital: growth delivered against growth the price implies

0%+20%+40%0%20%40%600570ACIW9626DLBOTEX600845RNGKVYOTOIDOCS3293VRNS002558CVLTOCTVSECT-BQLYS002517NIQGrowth delivered (Del g) →Growth the price implies (Req g, 7 yrs) →
Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. NIQ Global Intelligence is the large dot.

NIQ Global Intelligence competitors and peer comparison

Head to head with its named competitors (NIQ vs IPS.PA vs YOU.L vs SMWB)
CompanyMarket cap6M returnRevenue growthOp. marginForward P/EReq g
NIQ Global Intelligence NIQ$6.02B+5%+9%8%17.1×10.9%
Ipsos IPS.PA$1.74B-3%+3%12%7.0×-10.8%
YouGov YOU.L$437M+45%+2%4%8.4×16.7%
Similarweb SMWB$724M+141%+10%-2%29.0×28.2%

How NIQ Global Intelligence compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

NIQ Global Intelligence against its 20 peers (data as of 6 Nov 2026)
MeasureNIQPeer medianRank in peer set
1-month return+3.8%+5.7%9th lowest of 21
6-month return+5.2%+11.5%8th lowest of 20
Distance from 52-week high-37.5%-25.2%8th lowest of 21
Revenue growth (TTM)+8.9%+12.6%7th lowest of 21
Operating margin7.8%17.2%6th lowest of 21
Forward P/E17.1×21.3×9th cheapest of 20
Growth the price implies (Req g, 7 yrs)10.9%8.6%9th most demanding of 19
Growth delivered (Del g)+14.6%+16.3%9th lowest of 19
Hurdle (Req g minus delivered)-3.7 pp-4.7 pp10th least demanding of 19
ROIC minus cost of capital-0.3 pp+3.5 pp7th lowest of 18
EV / EBITDA9.8×14.9×2nd cheapest of 12
Net debt / EBITDA3.5×-0.6×most indebted of 13

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
NIQ Global Intelligence NIQUnited States$6.02B+5%+9%8%17.1×10.9%+14.6%
Hundsun Technologies 600570.SSChina$6.05B-20%-5%9%30.1×34.8%+7.0%
ACI Worldwide ACIWUnited States$6.06B+32%+7%19%22.9×11.8%+6.3%
Bilibili 9626.HKHong Kong$6.06B-36%+11%4%14.2×7.3%+19.5%
Dolby Laboratories DLBUnited States$6.07B+11%+1%19%14.3×10.0%+3.0%
Open Text OTEX.TOCanada$6.07B+9%+1%23%6.4×-6.2%+10.8%
Shanghai Baosight Software 600845.SSChina$5.97B-24%+11%10%30.3×6.9%+1.4%
RingCentral RNGUnited States$6.09B+58%+5%9%13.3×15.2%+16.3%
Klaviyo KVYOUnited States$5.90B+36%+29%-2%19.7×7.0%+37.7%
Topicus.com TOI.VCanada$6.25B+9%+28%15%21.3×0.7%+26.5%
SenseTime 0020.HKHong Kong$6.25B-44%+31%-51%n/an/an/a
Navan NAVNUnited States$6.25B+36%+35%-25%76.3×n/an/a
Doximity DOCSUnited States$5.79B+25%+11%31%23.3×16.3%+25.5%
International Games System 3293.TWOTaiwan$6.27B0%+15%59%14.4×-4.0%+21.2%
Varonis Systems VRNSUnited States$5.63B+71%+18%-25%138.0×23.0%+16.3%
Giant Network 002558.SZChina$5.61B-35%+105%48%10.0×-2.1%+17.9%
Commvault Systems CVLTUnited States$6.48B+51%+14%10%27.6×26.9%+10.3%
Octave Intelligence OCTVUnited States$5.60Bn/a+1%20%14.7×17.0%+1.3%
Sectra SECT-B.STSweden$6.53B+27%+14%20%85.0×29.0%+16.8%
Qualys QLYSUnited States$6.59B+102%+11%35%23.7×4.7%+13.1%
Kingnet Network 002517.SZChina$5.47B-4%+62%29%13.7×6.3%+28.1%

NIQ Global Intelligence backlog

NIQ Global Intelligence reported $1.77B of remaining performance obligations at 30 Jun 2026, up 4% from a year earlier and down 5% from the previous quarter. That is 0.4 years of trailing revenue already under contract. Book-to-bill last quarter: 0.92.

Questions

Who are NIQ Global Intelligence's main competitors?
Named competitors: Circana (private or unlisted), Kantar (private or unlisted), GfK (private or unlisted), dunnhumby (private or unlisted), Ipsos (IPS.PA), YouGov (YOU.L). The cockpit's measured peer set (industry) also includes Hundsun Technologies (600570.SS), ACI Worldwide (ACIW), Bilibili (9626.HK), Dolby Laboratories (DLB), Open Text (OTEX.TO), Shanghai Baosight Software (600845.SS).
Is NIQ Global Intelligence expensive compared with its peers?
On forward p/e it trades at 17.1× against a peer median of 21.3×, 9th cheapest of 20 in its peer set. For today's price to make sense, revenue must grow about 11% a year for seven years (Req g). Recent delivered growth is +15%, so the hurdle is -4 pp: the price already allows for a slowdown.
How has NIQ Global Intelligence stock performed?
Over six months to 6 Nov 2026 the shares returned +5.2% against +11.5% for the median peer; over one year -32.4%.
What is NIQ Global Intelligence's backlog?
NIQ Global Intelligence's remaining performance obligations (contracted revenue not yet recognised) were $1.77B at 30 Jun 2026, +4% on a year earlier.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.