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1. Company Snapshot

1.a. Company Description

Ascential plc provides specialist information, analytics, and e-commerce optimization platforms in the United Kingdom, rest of Europe, the United States, Canada, the Asia Pacific, the Middle East, Africa, and Latin America.The company operates through four segments: Digital Commerce, Product Design, Marketing, and Retail & Financial Services.It offers industry-specific business intelligence, insights, and forecasting through data and digital subscription tools.


The company was formerly known as Trident Floatco PLC and changed its name to Ascential plc in January 2016.Ascential plc was incorporated in 2016 and is based in London, the United Kingdom.

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1.b. Last Insights on ASCL

Ascential plc's recent performance was negatively impacted by the company's significant shareholder returns and strategic initiatives, which may have led to a potential sale of its stake in the business. The company's robust financial performance in the first half of 2024, as highlighted in its Q2 earnings release, may have attracted the attention of potential buyers. Additionally, the recent Form 8.3 filings by institutional investors, such as SEGRO plc and Britvic plc, suggest that they have acquired a stake in Ascential, which could lead to a potential takeover bid.

1.c. Company Highlights

2. Transcript Summary

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3. NewsRoom

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Ascential PLC (FRA:A040) (Q2 2024) Earnings Call Highlights: Strong Revenue Growth and ...

Oct -09

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Form 8.3 - Britvic plc

Oct -09

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Form 8.3 - SEGRO plc

Oct -08

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Form 8.3 - SEGRO plc

Oct -07

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Form 8.3 - SEGRO plc

Oct -04

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Form 8.3 - SEGRO plc

Oct -03

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Form 8.3 - Centamin PLC

Oct -02

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Form 8.3 - Darktrace plc

Oct -01

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4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (5.27%)

6. Segments

Marketing

Expected Growth: 6%

Ascential plc's Marketing segment growth is driven by increasing demand for digital marketing services, expansion into new markets, and strategic acquisitions. The company's focus on data-driven marketing solutions, e-commerce enablement, and digital product development also contribute to its growth. Additionally, the rise of online advertising and growing importance of customer experience management further support the segment's 6% growth.

Financial Technology

Expected Growth: 4%

Ascential plc's Financial Technology segment growth is driven by increasing demand for digital payment solutions, rising adoption of cloud-based services, and growing need for cybersecurity measures. Additionally, the segment benefits from strategic acquisitions, expansion into new markets, and innovative product offerings, resulting in a growth rate of 4.

7. Detailed Products

Cannes Lions

A global festival for the creative marketing community, providing a platform for professionals to learn, network and celebrate creative excellence.

Warc

A global authority on advertising and media effectiveness, providing insights, case studies and benchmarks to help marketers make informed decisions.

Ascential Events

A portfolio of business-to-business events, conferences and exhibitions, connecting professionals across various industries.

One GX

A digital marketing platform providing data-driven insights, creative solutions and media services to help brands grow.

Econsultancy

A leading digital marketing training and development platform, providing online courses, certifications and resources.

8. Ascential plc's Porter Forces

Forces Ranking

Threat Of Substitutes

Ascential plc operates in the digital marketing industry, where there are many substitutes available. However, the company's strong brand reputation and diversified product offerings mitigate the threat of substitutes.

Bargaining Power Of Customers

Ascential plc's customers are primarily large enterprises and agencies, which have limited bargaining power due to the company's specialized services and strong market position.

Bargaining Power Of Suppliers

Ascential plc relies on a network of suppliers for its events and exhibitions business. While there are some large suppliers, the company's diversified supplier base and strong relationships mitigate the bargaining power of suppliers.

Threat Of New Entrants

The digital marketing industry has high barriers to entry, including significant capital requirements and the need for specialized expertise. This limits the threat of new entrants to Ascential plc's business.

Intensity Of Rivalry

The digital marketing industry is highly competitive, with many established players competing for market share. Ascential plc faces intense rivalry from competitors such as WPP, Omnicom, and Interpublic Group of Companies.

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 43.86%
Debt Cost 9.30%
Equity Weight 56.14%
Equity Cost 9.46%
WACC 9.39%
Leverage 78.11%

11. Quality Control: Ascential plc passed 1 out of 9 key points

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

Stock-Card
Cairo Communication

A-Score: 6.7/10

Value: 9.3

Growth: 3.9

Quality: 6.1

Yield: 5.0

Momentum: 7.5

Volatility: 8.3

1-Year Total Return ->

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Nexxen

A-Score: 5.2/10

Value: 9.4

Growth: 6.3

Quality: 7.8

Yield: 0.0

Momentum: 6.5

Volatility: 1.3

1-Year Total Return ->

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4imprint

A-Score: 4.9/10

Value: 6.0

Growth: 8.9

Quality: 7.6

Yield: 3.8

Momentum: 0.0

Volatility: 3.3

1-Year Total Return ->

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M&C Saatchi

A-Score: 3.6/10

Value: 5.5

Growth: 4.3

Quality: 4.8

Yield: 0.6

Momentum: 0.5

Volatility: 5.7

1-Year Total Return ->

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YouGov

A-Score: 3.4/10

Value: 5.2

Growth: 4.9

Quality: 3.9

Yield: 3.8

Momentum: 1.5

Volatility: 1.0

1-Year Total Return ->

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Stock-Card
Ascential

A-Score: 3.3/10

Value: 5.0

Growth: 0.7

Quality: 3.7

Yield: 5.0

Momentum: 4.0

Volatility: 1.3

1-Year Total Return ->

View Full Report

Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

5.67$

Current Price

5.67$

Potential

-0.00%

Expected Cash-Flows