Ipsos SA (IPS) Fair Value & Analysis
Industrials · FR · Market cap €1.5B
Fair value as of: Aug 13, 2026
From 25 valuation models · updated yesterday
Fair value updated Aug 13, 2026, revised from €85.77 to €83.21 (−3.0%) since Jul 13, 2026. Share price +11.4% over the past month.
A solid business, screening 111% undervalued on our models.
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 13, 2026.
How to read this chart
60‑month range €27.72 – €59.77 · fair‑value band €51.55 – €115.27 · the €39.38 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 13, 2026.
Analysis
Ipsos SA (IPS) currently trades at €39.38, while our model-based Fair Value estimate is €83.21, implying the stock looks roughly 111.3% undervalued today. The Quality Score stands at 64/100 (solid quality), in the Industrials sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: high), always confirm before acting.
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 13, 2026
Our scenario range runs from €51.55 (bear case) to €115.27 (bull case); at €39.38, 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 11% below its 52-week high and 35% above its 52-week low, currently above its 200-day average. For context, the median of 10 Industrials peers we cover trades at -16% fair-value upside, at 111%, IPS screens cheaper than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted 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.
All 25 models by family
Widest divergence: Multiples (€89.31) versus Dividend Discount (€21.51). Highest evidence: Growth DCF (80).
Notify me when IPS reaches fair value
Free. You confirm by email (double opt-in) and can unsubscribe anytime in one click.
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Aug 13, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 61 · Market factors (momentum, volatility) 65
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.
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 pp · buybacks/dilution +0.4 pp
Absolute contributions in percentage points per year; they sum to the EPS growth rate. Start and end points are 3-year averages (details on hover).
Watch IPS: get an alert when its fair value changes →
Earlier news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- Ipsos: Disclosure of trading in own shares under a share buyback programme (27 to 31 July 2026)
- Kelly Beaver appointed Chief Executive Officer of Ipsos
- Ipsos: Disclosure of trading in own shares under a share buyback programme (20 to 24 July 2026)
- Ipsos (ENXTPA:IPS) Pursues Acquisitions After Half Year Results, Is The Upside Already Priced In?
Peer Group
Consulting Services · 83 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
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.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Consulting Services stocks, each showing price versus our Fair Value estimate (as of Aug 13, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Verisk Analytics, Inc VRSK | $180.97 | $145.58 | -20% |
| SGS SA SGSN | CHF 94.20 | CHF 68.96 | -27% |
| Equifax Inc EFX | $180.46 | $100.04 | -45% |
| Bureau Veritas SA BVI | €27.74 | €27.81 | +0% |
| ALS Limited ALQ | A$23.42 | A$11.02 | -53% |
| Booz Allen Hamilton Holding BAH | $78.40 | $146.45 | +87% |
| DKSH Holding DKSH | CHF 68.40 | CHF 64.81 | -5% |
| FTI Consulting, Inc FCN | $152.68 | $168.44 | +10% |
| Centre Testing International Group 300012 | ¥14.10 | ¥11.90 | -16% |
| GRG Metrology & Test Group 002967 | ¥17.66 | ¥11.69 | -34% |
Compare Ipsos SA with another stock
Price, fair value, quality and upside side by side.
Explore undervalued stocks
More undervalued Industrials stocks →
Frequently asked questions
Is Ipsos SA (IPS) overvalued or undervalued?
What is the fair value of IPS?
What is the quality score of IPS?
What is the revenue of Ipsos SA (IPS)?
What is the net profit margin of IPS?
Does Ipsos SA pay a dividend?
How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
Track Ipsos SA and try Pro for 14 days
One email gets you 14 days of full Pro (review alerts, the 35,000+ stock screener, the diversification check) plus the monthly Top-25 report of the most undervalued quality stocks. No card, cancel anytime.
Zero risk: nothing is ever charged. After 14 days you decide whether to stay.