Loading…

YouGov plcYOU.LCompetitor analysis, valuation and peers

United Kingdom · GBP·Industrials›Miscellaneous Commercial Services
Momentum leader 86
Mkt cap
$437M
US dollars, full cap
Free float
95%
of shares outstanding
$/day
$2.47M
20-day average traded
Fwd P/E
8.4×
forward earnings
ROIC−WACC
-5.7 pp
WACC 9.1%
Hurdle
-2 pp
Req g minus delivered
Next earnings
137 days
23 Mar 2027
Close · GBP£277.60
1D-1.4%
1W+2.0%
1M+5.3%
3M+5.5%
6M+45.1%
YTD+8.2%
1Y+7.6%
ATR %4.1%
52w lowhigh13.1% off high

What YouGov does

No business profile yet.

YouGov at a glance

Size YouGov (YOU.L) is a United Kingdom Industrials company (Miscellaneous Commercial Services) with a market value of $437M, the 310th largest of 363 United Kingdom companies the cockpit tracks. Shares closed at £277.60 on 6 Nov 2026.

Performance Over six months the shares gained 45.1%, against -16.2% for the median peer and +3.6% for the United Kingdom market (cap-weighted) — 3rd highest of 19 in its peer set.

Growth Revenue grew 2.0% over the last twelve months (peer median +6.9%); the operating margin is 4.1% (peer median 5.8%).

Valuation It trades at 8.4× forward earnings against a peer median of 19.5× (cheapest of 9).

Price implies For today's price to make sense, revenue must grow about 17% a year for seven years (Req g). Recent delivered growth is +19%, so the hurdle is -2 pp: the price already allows for a slowdown.

Capital Return on invested capital runs 5.7 points below its cost of capital (9.1% WACC).

Next results Next results expected around 23 Mar 2027 (exchange calendar; dates can move).

Relative performance

10015011 May 202611 Aug 20266 Nov 2026YOU.L 147Peer median 84
Six months, rebased to 100: YouGov against the median of its 20 peers (local-currency closes).

YouGov financials

Reported figures in GBP; fiscal year ends 2026-07-31. TTM = trailing twelve months.
TTMFY2026FY2025FY2024FY2023
Revenue£397M£397M£389M£335M£258M
Revenue growth—+2%+16%+30%—
Gross profit£318M£323M£283M£240M£186M
EBITDA£56.3M£84.3M£88.6M£76.4M£73.6M
Net income£5.70M£5.70M£13.4M-£2.40M£34.5M
Free cash flow£38.6M£38.6M£44.1M£37.7M£58.4M
Capital expenditure£21.0M£21.0M£17.5M£19.3M£17.4M
Total debtn/a£203M£222M£239M£11.2M

Quarterly statements and history in the cockpit →

YouGov 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%+150%0%+100%A1OS30119768826960073830159830116943268099CPI300668603316FRAN603381YOU.L6-month return →1-month return →
Up and to the right = strong over both horizons. YouGov is the large dot.

Fundamentals: revenue growth against valuation

0%+50%+100%0×50×100×688269600738301169LATENTVIEW300915CPICCAVENUEYOU.LRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. YouGov is the large dot.

Capital: growth delivered against growth the price implies

0%+20%+40%+60%0%25%50%A1OS6007383015984326LATENTVIEWARCIL9925CCAVENUEFRANFUSIONCXYOU.LGrowth 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. YouGov is the large dot.

YouGov competitors and peer comparison

How YouGov 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.

YouGov against its 20 peers (data as of 6 Nov 2026)
MeasureYOU.LPeer medianRank in peer set
1-month return+5.3%-3.8%5th highest of 20
6-month return+45.1%-16.2%3rd highest of 19
Distance from 52-week high-13.1%-32.5%5th highest of 20
Revenue growth (TTM)+2.0%+6.9%7th lowest of 21
Operating margin4.1%5.8%10th lowest of 21
Forward P/E8.4×19.5×cheapest of 9
Growth the price implies (Req g, 7 yrs)16.7%9.0%3rd most demanding of 13
Growth delivered (Del g)+18.6%+7.9%4th highest of 13
Hurdle (Req g minus delivered)-1.9 pp-3.0 pp5th most demanding of 13
ROIC minus cost of capital-5.7 pp-3.8 pp8th lowest of 20
EV / EBITDA8.6×9.2×5th cheapest of 9
Net debt / EBITDA2.9×-1.4×3rd most indebted of 12

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
YouGov YOU.LUnited Kingdom$437M+45%+2%4%8.4×16.7%+18.6%
All for One A1OS.DEGermany$438M+135%-2%-2%n/a5.1%+7.2%
Hebei Gongda Keya Technology 301197.SZChina$432M-19%-4%-6%n/an/an/a
Kaili Catalyst & New Materials 688269.SSChina$443M-45%+47%2%20.4×n/an/a
Lanzhou Lishang Guochao Industrial 600738.SSChina$445M-16%+2%36%18.3×-8.0%+1.1%
BBK Test Systems 301598.SZChina$446M-20%+15%22%n/a8.7%+8.6%
Beijing Dataway Horizon 301169.SZChina$447M-41%+10%-8%137.8×n/an/a
INTAGE 4326.TJapan$448M+12%+5%9%n/a-4.5%+3.1%
Tatung System Technologies 8099.TWOTaiwan$449M+132%+41%7%n/a9.3%+3.2%
Latent View Analytics LATENTVIEW.NSIndia$449M-34%+20%18%19.8×24.4%+28.2%
Shanghai Hi-Road Food Technology 300915.SZChina$451M-3%-6%-2%19.1×n/an/a
Asset Reconstruction Company (India) ARCIL.NSIndia$421Mn/a+13%110%n/a13.6%+0.3%
Taiwan Shin Kong Security 9925.TWTaiwan$454M-3%+5%9%n/a-8.7%+2.5%
Capita CPI.LUnited Kingdom$419M-16%-16%5%21.2×n/an/a
Shenzhen Jiang & Associates Creative Design 300668.SZChina$418M-58%-37%1%n/an/an/a
ChengBang Syncore Technology 603316.SSChina$456M-30%+48%-14%n/an/an/a
AvenuesAI CCAVENUE.NSIndia$457M-8%+110%3%14.4×16.3%+64.4%
Franchise Brands FRAN.LUnited Kingdom$417M+5%+5%14%16.4×6.6%+23.6%
Yonz Technology 603381.SSChina$459M-14%-28%-1%n/an/an/a
Fusion CX FUSIONCX.NSIndia$415Mn/a+37%11%n/a22.9%+18.1%
Shenzhen Tiansu Calibration & Testing 301449.SZChina$462M-30%+8%10%n/a11.1%+13.2%

Questions

Which companies are YouGov's closest peers?
The cockpit's peer set: All for One (A1OS.DE), Hebei Gongda Keya Technology (301197.SZ), Kaili Catalyst & New Materials (688269.SS), Lanzhou Lishang Guochao Industrial (600738.SS), BBK Test Systems (301598.SZ), Beijing Dataway Horizon (301169.SZ), INTAGE (4326.T), Tatung System Technologies (8099.TWO).
Is YouGov expensive compared with its peers?
On forward p/e it trades at 8.4× against a peer median of 19.5×, cheapest of 9 in its peer set. For today's price to make sense, revenue must grow about 17% a year for seven years (Req g). Recent delivered growth is +19%, so the hurdle is -2 pp: the price already allows for a slowdown.
How has YouGov stock performed?
Over six months to 6 Nov 2026 the shares returned +45.1% against -16.2% for the median peer; over one year +7.6%.

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.