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Ipsos SA (IPS) Fair Value & Analysis

Industrials · FR · Market cap €1.6B

IS Ipsos SA IPS · PA
Price€36.08
Fair Value€85.33
Upside+136.5%
Quality95/100
Evidence: High Range €52.79 – €115.68

Fair value as of: Jun 24, 2026

From 25 valuation models · updated 6 days ago

Fair value updated Jun 24, 2026 — revised from €77.61 to €85.33 (+9.9%) since Jun 23, 2026. Share price −10.2% over the past month.

Price vs Fair Value (12 months)

€45.26 €30.76 Fair Value €85.33 Jul 2025 Jun 2026

12‑month range €30.76 – €45.26 · fair‑value band €52.79 – €115.68 · the €36.08 price screens below the €85.33 fair value. As of Jun 24, 2026.

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Analysis

Ipsos SA (IPS) currently trades at €36.08, while our model-based Fair Value estimate is €85.33 — implying the stock looks roughly 136.5% undervalued today. We read business quality at 95/100 (high quality), in the Industrials sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: high) — always confirm before acting.

Over the trailing twelve months, Ipsos SA generated revenue of €2.5B at a net margin of 7.4%. Revenue grew 5.2% year over year. It earns a return on equity of 12.0%. Net debt stands at €464M. Fundamentals as of Jun 24, 2026

Key figures & financial health

Revenue (TTM) €2.5B
Revenue growth (YoY) +5.2%
Net margin 7.4%
Return on equity 12.0%
Free cash flow €217M FY2025
P/E ratio 9.1
More key figures
Operating margin 14.8%
EPS (TTM) €4.27
Dividend yield 5.3%
EPS growth (YoY) +6.2%
Net debt €464M FY2025

Figures from reported company fundamentals (EODHD) · as of Jun 24, 2026. TTM = trailing twelve months.

About the company

Ipsos SA, through its subsidiaries, provides survey-based research services for companies and institutions in Europe, the Middle East, Africa, the Americas, and the Asia-Pacific. The company offers services in the information production and analysis chain, including data collection, data processing and integration, data analysis, information delivery and presentation, and information activation. It also provides audience measurement, automotive and mobility development, brand health tracking, channel performance, corporate reputation, creative excellence, customer experience, healthcare, innovation, Ipsos MMA, Ipsos UU, market strategy and understanding, observer, public affairs, social intelligence analytics, and other specialist services, as well as research methodologies, such as device agnosticism, programmatic sampling, and digital face-to-face interview. In addition, the company offers online and mobile integrated services and device agnostic solutions that include online surv…

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Ipsos SA reported revenue of €2.5B in FY2025 versus €2.1B in FY2021, a compound +4.1%/yr. Reported net income was €187M in FY2025, compounding +0.4%/yr from FY2021.

Revenue +4.1%/yr
FY21 €2.1B
FY22 €2.4B
FY23 €2.4B
FY24 €2.4B
FY25 €2.5B
Net income +0.4%/yr
FY21 €184M
FY22 €215M
FY23 €160M
FY24 €205M
FY25 €187M

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Frequently asked questions

Is Ipsos SA (IPS) undervalued?
As of Jun 24, 2026, our model estimates a fair value of €85.33 versus a price of €36.08 — about +137% (undervalued). Model-based estimate, not financial advice.
What is the fair value of IPS?
Our 21-model fair value for Ipsos SA is €85.33 (as of Jun 24, 2026), built from audited fundamentals. The current price is €36.08.
What is the quality score of IPS?
Ipsos SA has a Quality Score of 95/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of Ipsos SA (IPS)?
Ipsos SA reported trailing-twelve-month revenue of about €2.5B (latest available figure, as of Jun 24, 2026).
What is the net profit margin of IPS?
The net profit margin of Ipsos SA is about 7.4%, meaning it keeps roughly 7.4% of revenue as net income. Based on the latest reported figures.
Does Ipsos SA pay a dividend?
Ipsos SA currently shows a dividend yield of about 5.25% relative to its recent price (as of Jun 24, 2026).

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data — nothing guessed.

Educational research only · not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.