Valuation, page-347

  1. 3,923 Posts.
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    Re : Pure Profile
    @WizzardofOz

    Hi,
    Looking into more details at PPL.

    Interesting profile : high growth/good margin/low Capex requirement (need to check working capital requirement).
    Also looking at YouGov to better understand some sector trends.
    It seems that the sector is showing a sustained and regular growth.
    Anyway, YouGov multiples look to me very high. I would not use them to value PPL.

    Only negative I can find : the low level of recurring revenue (I think around 20 %).

 
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