Ipsos SA (IPS) Fair Value & Analysis
Industrials · FR · Market cap €1.5B · ISIN FR0000073298
What is Ipsos SA really worth?
A solid business, trading 56% below our fair value of €83.21.
Strengths
Risks
For context
Fair value as of: Aug 22, 2026
From 25 valuation models · updated 14 days ago
Share price −5.5% over the past month.
What runs behind every stock
69 individual criteria per stock, every one traceable See the method →
What matters now
- The price is below even our cautious bear case (€51.55). The market is more pessimistic than our downside scenario.
- Solid quality (64/100) at a price below fair value, the discount is the argument here, not the business quality.
- A fairly wide model range (€51.55 to €115.27) leaves room in how you read the outcome.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 22, 2026.
How to read this chart
60‑month range €28.00 – €59.77 · fair‑value band €51.55 – €115.27 · the €36.82 price screens below the €83.21 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 22, 2026.
Analysis
Ipsos SA (IPS) currently trades at €36.82, while our model-based Fair Value estimate is €83.21, implying the stock looks roughly 55.8% undervalued today. The Quality Score stands at 64/100 (solid quality), in the Industrials sector. Bull case: the Multiples group reads highest at a median of €89.31 per share, and 20 of the 25 models we run sit above the €36.82 price. Bear case: the Dividend Discount group reads lowest at €21.51, and 5 of the 25 models stay below the price. Evidence for this calculation is high.
Over the trailing twelve months, Ipsos SA generated revenue of €2.5B at a net margin of 7.4%. Revenue grew 5.2% year over year. It earns a return on equity of 12.0%. Net debt stands at €464M. Fundamentals as of Aug 22, 2026
Our scenario range runs from €51.55 (bear case) to €115.27 (bull case); at €36.82, the current price sits below that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 17% below its 52-week high and 27% above its 52-week low, currently above its 200-day average. For context, the median of 10 Industrials peers we cover trades at −21% fair-value upside, at 126%, IPS screens cheaper than that median.
Fair Value models
This estimate rests on fiscal year 2025 figures, and about 8 months have passed since. In that time the company retained roughly €1.54 per share, which is 1.8 % of the fair value. The fair value deliberately does not add this in: the models value reported figures, not a projection.
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted, family-balanced blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small. Every input is real reported data, nothing guessed.
All 25 models by family
Widest divergence: Multiples (€89.31) versus Dividend Discount (€21.51). Highest evidence: FCF DCF (81).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Aug 22, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 61 · Market factors (momentum, volatility) 58
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.
About the company
Ipsos SA, through its subsidiaries, provides survey-based research services for companies and institutions in Europe, the Middle East, Africa, the Americas, and the Asia-Pacific.
Full company description
Ipsos SA, through its subsidiaries, provides survey-based research services for companies and institutions in Europe, the Middle East, Africa, the Americas, and the Asia-Pacific. The company offers services in the information production and analysis chain, including data collection, data processing and integration, data analysis, information delivery and presentation, and information activation. It also provides audience measurement, automotive and mobility development, brand health tracking, channel performance, corporate reputation, creative excellence, customer experience, healthcare, innovation, Ipsos MMA, Ipsos UU, market strategy and understanding, observer, public affairs, social intelligence analytics, and other specialist services, as well as research methodologies, such as device agnosticism, programmatic sampling, and digital face-to-face interview. In addition, the company offers online and mobile integrated services and device agnostic solutions that include online surveys adapted to laptops, smartphones, and tablets; and qualitative research services, as well as operates Ipsos.Digital, a do-it-yourself platform. Further, it provides artificial intelligence and data science solutions that develops and provides analytical tools based on data science, machine learning, big analytics, and modelling; and behavioral science and neuroscience solutions, as well as operates Ipsos Knowledge Centre for teams and clients. Ipsos SA was incorporated in 1975 and is headquartered in Paris, France.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Ipsos SA reported revenue of €2.5B in FY2025 versus €2.1B in FY2021, a compound +4.1%/yr. Reported net income was €187M in FY2025, compounding +0.4%/yr from FY2021.
of which total revenue +3.8 % · buybacks/dilution +0.4 %
Annual growth per factor. These are factors, not summands: multiplied they give the EPS growth rate, added they do not quite. Start and end points are 3-year averages (details on hover).
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Earlier news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- Ipsos: Monthly declaration of shares and voting rights - July 2026
- Ipsos: Disclosure of trading in own shares under a share buyback programme (10 to 13 August 2026)
- Ipsos: Disclosure of trading in own shares under a share buyback programme (4 to 7 August 2026)
- Ipsos: Disclosure of trading in own shares under a share buyback programme (27 to 31 July 2026)
Peer Group
Consulting Services · 80 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Consulting Services median · lower = cheaper
Strength profile in five axes (Snowflake)
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
Insider activity: 48/100
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
Similar stocks
10 more Consulting Services stocks, each showing price versus our Fair Value estimate (as of Aug 22, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Verisk Analytics, Inc VRSK | $191.77 | $145.58 | −24% |
| SGS SA SGSN | CHF 94.20 | CHF 68.96 | −27% |
| Equifax Inc EFX | $192.41 | $100.04 | −48% |
| Bureau Veritas SA BVI | €27.74 | €27.81 | +0% |
| ALS Limited ALQ | A$21.94 | A$10.93 | −50% |
| Booz Allen Hamilton Holding BAH | $75.38 | $146.45 | +94% |
| DKSH Holding DKSH | CHF 66.30 | CHF 64.81 | −2% |
| FTI Consulting, Inc FCN | $151.36 | $168.44 | +11% |
| Centre Testing International Group 300012 | ¥14.98 | ¥11.90 | −21% |
| GRG Metrology & Test Group 002967 | ¥17.23 | ¥11.69 | −32% |
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