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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