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Ipsos SA
🇫🇷 IPS.PA · Paris · FR0000073298
Industrials
Scores
Key Metrics
Powered by EODHDP/E (TTM)
9.7
P/E (Price-to-Earnings)Shows how much investors pay for each $1 of profit. We display the TTM P/E (Trailing Twelve Months) which uses actual earnings from the last 4 quarters. This is more reliable than Forward P/E which uses analyst estimates.
Net Debt/EBITDA (TTM)
0.9x
Net Debt / EBITDAA leverage ratio showing how many years of EBITDA (earnings before interest, taxes, depreciation, and amortization) it would take to repay net debt. EBITDA approximates operating cash generation. Lower ratios (e.g., <3x) are generally safer; higher (e.g., >5x) may indicate more financial risk.
The quarterly value can spike when quarterly EBITDA is very low (e.g., one-time charges).
Quick guide: <2x manageable, >4x can be risky (sector-dependent).
ROE
11.9%
ROE (Return on Equity)A profitability measure: how much profit is generated from shareholders’ equity. Higher isn’t always better if it comes from high debt.
EV/EBITDA
5.9x
EV/EBITDAA valuation ratio that compares total business value (including debt) to EBITDA. Lower can mean cheaper, but context matters.
Dividend Summary
Powered by EODHDDividend Yield (Fwd)
5.17% TTM
Dividend YieldThe Forward yield (Fwd) shows the next announced annual dividend / current price — what you'd earn going forward. The Trailing yield (TTM) in the tooltip shows dividends actually paid in the last 12 months. Forward is shown as primary because it reflects the company's current commitment to shareholders.
Trailing Yield (TTM, last 12 months): 5.17%
Payout Ratio (Fwd)
50.0% TTM
Payout RatioDividends as a percentage of earnings. The Forward payout (Fwd) uses the announced dividend divided by actual past earnings (TTM) — it tells you if the company can afford what it promised. Very high payouts can be risky, especially if profits fall.
Announced dividend / actual earnings (TTM)
Dividend History
EODHD Dividends API| Status | Type | Decl. Date | Ex-Div Date | Pay Date | Currency | Amount |
|---|---|---|---|---|---|---|
| Forecast* | Annual² | — | 01 Jul 2027 | — | EUR | 2 |
| Paid | Annual² | — | 01 Jul 2026 | — | EUR | 2 |
* Extrapolated from past dividend history. Not an official announcement — treat as an estimate, not a confirmed date or amount.
² Type not provided by EODHD — inferred from historical payment data.
Summary
Ipsos is a high-quality global market research leader generating highly secure dividends backed by exceptional free cash flow and a pristine balance sheet. The recent 9% stock drop following a sudden CEO transition presents a classic temporary market overreaction, ignoring the company's robust revenue growth and strong structural moats in data privacy. Trading at €38.70 (P/E 9.7), well below our blended fair value estimate of €45-55, this represents a compelling entry point for dividend investors seeking value. Worth considering for new positions, offering an attractive 5.2% yield and significant upside potential as management uncertainty clears.
Sector Context
Ipsos is a global leader in market research and consulting, generating revenue by providing corporations and governments with consumer polling, data analytics, and behavioral insights. For dividend investors, the essential nature of legally compliant, first-party data in a strictly regulated privacy landscape provides a highly recurring, cash-generative business model with minimal capital intensity.
Temporary Opportunity Identified
An abrupt leadership change with the immediate appointment of a new CEO triggered an ~9% drop in the stock price, creating a classic market overreaction to temporary management uncertainty while core business operations and cash flows remain robust.
📊 Strategy Analysis
- • Exceptional dividend safety with a 5.17% yield, backed by a very conservative 26.6% cash flow payout ratio and a pristine balance sheet (Net Debt/EBITDA of 0.87x).
- • Trading at €38.70 (P/E of 9.7), well below our blended fair value estimate of €45-55, offering a compelling valuation discount for a market leader.
- • Structural competitive moats are strengthening, as strict global privacy regulations (GDPR) and cookie deprecation force corporate clients to rely on Ipsos' compliant, first-party consumer panels.
- • Shareholder returns are highly attractive, featuring an 8.4% total shareholder yield supported by a recently approved €300M share buyback framework.
⚠ What to Watch
- • The abrupt and immediate appointment of a new CEO triggered a sharp ~9% stock drop, reflecting short-term market anxiety and execution uncertainty regarding the 'Horizons' transformation strategy.
- • The market research industry faces long-term structural disruption from generative AI and automated DIY survey tools, requiring sustained capital investment to prevent legacy methodology obsolescence.
Analysis date: 2026-08-01
Disclaimer: This information is for educational purposes only. Not financial advice.