Report
Fiona Orford-Williams

High-profile profiles

YouGov continues to deliver growth well ahead of the market as investment in its scalable Data Products and Services pays back in profits and in cash. Organic top-line progress of 8% was boosted to 14% by currency movements, while operating margins ticked up 1% point to 11%. Profiles is gaining traction both standalone and in combination with BrandIndex and is being launched across more geographies. We have edged our FY17e and FY18e figures ahead 2-3% and there may be more scope in FY18e if current momentum is maintained. This underpins the premium on which YouGov trades to other quoted market research stocks.
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.

Provider
Edison Investment Research
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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