Edison Investment Research - YouGov PLC (YOU) YouGov - Data Services takes up the H121 running

Report

Edison Investment Research

Fiona Orford-Williams

YouGov - Data Services takes up the H121 running

YouGov’s pre-close update indicates trading in line to meet the full-year target of its growth plan, with a heavier weighting towards H2. This reflects several larger, more strategic projects won by Data Products and Custom Research over autumn and winter to date, which will start to contribute in H221 and provide good momentum into FY22. H121 results will show a pick-up in Data Services as clients looked to tactical projects to inform their marketing strategies. Our full-year forecasts are unchanged except for a minor adjustment to the share count. YouGov is valued towards the top of its peer set, reflecting its strong market positioning, attractive cash generation and cash-positive balance sheet.

29/01/2021 3 EN

Underlying

YouGov PLC

YouGov is a data and analytics company. All of Co.'s products and services are underpinned by its data infrastructure, the principal elements of which are the Cube (Co.'s connected data library) and Crunch (Co.'s data analytics and visualisation tool). Co.'s data products include: YouGov BrandIndex, its daily brand perception tracker; YouGov Profiles, its planning and segmentation tool; and YouGov Data Applications, its data solutions. Co.'s data services include YouGov Omnibus, which delivers next-day answers, and its custom research includes YouGov Custom Research, a quantitative and qualitative research.

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GB00B1VQ6H25 London Stock Exchange United Kingdom

Provider

Edison Investment Research

Edison is an investment research and advisory company, with offices in North America, Europe, the Middle East and AsiaPac. The heart of Edison is our world renowned equity research platform and deep multi-sector expertise. At Edison Investment Research, our research is widely read by international investors, advisors and stakeholders. Edison Advisors leverages our core research platform to provide differentiated services including investor relations and strategic consulting.

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Analysts

Fiona Orford-Williams

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