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YouGov plc (YOU) Fair Value & Analysis

Industrials · GB · Market cap 253M GBX

YP YouGov plc YOU · LSE
Price£2.16
Fair Value£3.56
Upside+65.1%
Quality95/100
Evidence: High Range £2.06 – £5.05

Fair value as of: Jun 24, 2026

From 26 valuation models · updated 5 days ago

Share price +0.9% over the past month.

Price vs Fair Value (12 months)

£3.83 £1.54 Fair Value £3.56 Jun 2025 Jun 2026

12‑month range £1.54 – £3.83 · fair‑value band £2.06 – £5.05 · the £2.16 price screens below the £3.56 fair value. As of Jun 24, 2026.

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Analysis

YouGov plc (YOU) currently trades at £2.16, while our model-based Fair Value estimate is £3.56 — implying the stock looks roughly 65.1% 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, YouGov plc generated revenue of £392M at a net margin of 3.1%. Revenue grew 1.6% year over year. It earns a return on equity of 6.9%. Net debt stands at £167M. Fundamentals as of Jun 24, 2026

Key figures & financial health

Revenue (TTM) 392M GBX
Revenue growth (YoY) +1.6%
Net margin 3.1%
Return on equity 6.9%
Free cash flow 44.1M GBX FY2025
P/E ratio 21.6
More key figures
Operating margin 12.3%
EPS (TTM) £0.1000
Dividend yield 4.3%
EPS growth (YoY) -13.6%
Net debt 167M GBX FY2025

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

About the company

YouGov plc provides online market research services in the United Kingdom, the Americas, the Middle East, Mainland Europe, India, and the Asia Pacific. It operates through three divisions: Data Products, Research, and Shopper. The Data Products division offers syndicated data products, which are available to clients on a subscription basis such as YouGov BrandIndex, that allows users to continuously monitor 16 fundamental metrics; YouGov Profiles, offers the detailed and real-time portrait of consumer segments. The Research division provides a range of quantitative and qualitative services, including YouGov RealTime Omnibus, a fast-turnaround, multi-client omnibus survey service; YouGov Surveys, a panel-powered and self-service survey building platform; and Custom Research, that provides full end-to-end service, including sample framing, questionnaire design, analysis, presentations and more. The CPS division offers household consumer purchasing data, such as Shopper Consumer Tracki…

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

YouGov plc reported revenue of £389M in FY2025 versus £169M in FY2021, a compound +23.2%/yr. Reported net income was £13.4M in FY2025, compounding +1.8%/yr from FY2021.

Revenue +23.2%/yr
FY21 £169M
FY22 £221M
FY23 £258M
FY24 £335M
FY25 £389M
Net income +1.8%/yr
FY21 £12.5M
FY22 £17.1M
FY23 £34.5M
FY24 −£2.4M
FY25 £13.4M

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Frequently asked questions

Is YouGov plc (YOU) undervalued?
As of Jun 24, 2026, our model estimates a fair value of £3.56 versus a price of £2.16 — about +65% (undervalued). Model-based estimate, not financial advice.
What is the fair value of YOU?
Our 21-model fair value for YouGov plc is £3.56 (as of Jun 24, 2026), built from audited fundamentals. The current price is £2.16.
What is the quality score of YOU?
YouGov plc has a Quality Score of 95/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of YouGov plc (YOU)?
YouGov plc reported trailing-twelve-month revenue of about £392M (latest available figure, as of Jun 24, 2026).
What is the net profit margin of YOU?
The net profit margin of YouGov plc is about 3.1%, meaning it keeps roughly 3.1% of revenue as net income. Based on the latest reported figures.
Does YouGov plc pay a dividend?
YouGov plc currently shows a dividend yield of about 4.29% 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.