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A business primed to grow in a busy year for elections

This company owns what everyone else needs, is making smart bolt-on acquisitions and the share price offers an attractive entry point
April 4, 2024

With US and UK elections approaching, there is plenty of polling being done on both sides of the Atlantic. Do you think the Democratic Party is more united or divided? If an MP switches to another party, should they have to fight for their seat or serve until the next election?

Tip style
Growth
Risk rating
Medium
Timescale
Long Term
Bull points
  • Game-changing acquisition 
  • Widening margins
  • Progress in the US
  • AI opportunities
Bear points
  • Shift from cash to debt
  • Trading headwinds
  • Expansion risks

These are the sorts of questions YouGov (YOU) have asked the public in recent surveys. The Aim-traded company is famous for its political polling, and elections are great for its brand exposure. However, these quick-fire studies only represent about 5 per cent of its workload. YouGov is a well-diversified data and analytics business with attractive margins and a variety of structural growth opportunities. 

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