Edison Investment Research - YouGov PLC (YOU) YouGov - Good momentum continues

Report

Edison Investment Research

Fiona Orford-Williams

YouGov - Good momentum continues

The pre-close update for the six months to end January indicates a good H1, driven by continued progress in Data Products & Services (dominated by BrandIndex and Profiles) and margin improvement in Custom Research. FY19e results are now likely to come in â€˜slightly aheadâ€™ of market expectations. The group has a CMD scheduled for 6 February and will report interim figures on 2 April. The share price puts YouGov on a rating well ahead of sector peers, but considerably below the listed SaaS subscription businesses with which it has increasing commonality.

31/01/2019 2 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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