Report
Gareth James
EUR 101.80 For Business Accounts Only

ISentia has a leading position in the niche media-monitoring industry.

We have cut our fair value estimate for no-moat-rated iSentia by 45% to AUD 0.88 per share following the announcement of fiscal 2018 profit guidance that was well below our expectations, indicating that competition is increasing.
The most concerning aspect of iSentia’s latest raft of bad news is the weakness within its core Australian business, which comprises 68% of group revenue. Management has long heralded iSentia’s low customer churn and long client tenure, and we previously believed these...
Provider
Morningstar
Morningstar

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offer an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors.

Morningstar provides data on approximately 530,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 18 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries and had approximately $185 billion in assets under advisement and management as of June 30, 2016.

We have operations in 27 countries.

Analysts
Gareth James

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