IPS (Ipsos SA) vs DAX Index Comparison

IPS

DAX Index

Compare the stock's returns with its benchmark index and competitors. Gain insights into its relative performance over time.

Select Stock to Compare

IPS

DAX Index

Difference

1Y 3Y 5Y 10Y 15Y 20Y

IPS

DAX Index

Add Stock

Compare the stock's returns with its benchmark index and competitors. Gain insights into its relative performance over time.

Select Stock to Compare

DAX Index

IPS

PUB

OMC

002027

INF

Add Stock

1Y 3Y 5Y 10Y 15Y 20Y

Compare the stock's returns with its benchmark index and competitors. Gain insights into its relative performance over time.

Select Stock to Compare

Ipsos SA
Glance View

Economic Moat

None

Market Cap

1.9B EUR

Industry

Media

Ipsos SA, a stalwart in the realm of market research, was founded in 1975 by Didier Truchot and Jean-Marc Lech in Paris, embarking on a journey to decode human behavior and attitudes with a scientific lens. From its modest beginnings, the company has grown into a global powerhouse, operating in over 90 markets. Ipsos embraces a comprehensive approach, blending traditional methodologies with cutting-edge technology to gather and analyze data. Their mission is to illuminate the motivations, preferences, and perceptions of consumers, enabling businesses and governments to make informed decisions. By using a variety of tools, including surveys, social media monitoring, and observational research, Ipsos delivers insights that are crucial for clients navigating the ever-changing landscapes of consumer behavior and public opinion. Revenue generation at Ipsos is intricately tied to their ability to provide actionable insights that translate into strategic advantages for their clients. Their business model hinges on customized research, wherein organizations commission studies tailored to specific needs, be it for new product development, brand positioning, or market entry strategies. With a firm grip on the pulse of global trends and consumer sentiments, Ipsos charges fees for these bespoke research services. Additionally, Ipsos benefits from syndicated reports and data solutions that offer clients a panoramic view of industry trends. As companies across sectors increasingly rely on data-driven strategies, Ipsos occupies a pivotal role, leveraging its extensive experience and innovative tools to remain indispensable in the analytic ecosystem.

View IPS Analysis

IPS Intrinsic Value

What is Intrinsic Value?

Economic Moat is a concept popularized by Warren Buffett to describe a company's durable competitive advantage. It represents the 'moat' that protects a company from competitors and helps it sustain profitability over the long term. Our analysis of the past 10 years showed that companies with a wide economic moat significantly outperformed the market, delivering +645% returns compared to +189% for the S&P 500.

Our research into Economic Moat performance spans the past 10 years and focuses on companies with a wide economic moat. For this analysis, we calculated the average stock price returns of these companies, comparing them to the performance of the S&P 500 index over the same period.

The results were compelling: wide moat stocks achieved a remarkable +645% average return, compared to +188% for the broader market. This difference highlights the long-term benefits of investing in businesses that can maintain their market position and pricing power over time.

Note: This research does not account for survivorship bias. Past performance is not indicative of future results.

Determining whether a company has an economic moat requires both a deep dive into financial metrics and a qualitative assessment of its competitive position. Our analysts conduct a rigorous evaluation that focuses on identifying structural advantages that enable a company to sustain profitability and defend its market share over the long term.

The process begins with an analysis of a company’s historical financial performance. We assess how consistently the company has generated returns above its cost of capital and whether those returns have been stable or improving. However, financial performance alone doesn’t reveal the full picture. To understand the sources of these advantages, we evaluate five key drivers of economic moats:

Network Effect: We analyze whether the value of a company’s product or service grows as its user base expands. Platforms like payment systems or marketplaces benefit from this self-reinforcing.

Switching Costs: We assess whether customers face significant costs or disruptions when switching to a competitor’s product or service. High switching costs create customer stickiness and provide pricing power.

Intangible Assets: Strong brands, patents, and regulatory licenses can protect a company’s market position by creating barriers for competitors or enabling premium pricing. For example, a well-recognized consumer brand may command higher customer loyalty and margins.

Efficient scale: Occurs when a market is optimally served by one or a few players, making it unprofitable for new entrants to compete. This typically happens in industries with high fixed costs or geographic constraints, such as utilities or pipelines.

Cost Advantage: Companies with structural cost advantages can produce goods or services at a lower cost than their competitors, enabling them to offer competitive pricing or maintain higher margins. These advantages often arise from economies of scale, superior supply chain management, or proprietary technology. Firms like Walmart leverage their massive scale to negotiate better terms with suppliers, allowing them to undercut competitors on price.

By examining these factors in combination with a company’s financial performance and market positioning, we classify each company into one of three categories:

This rigorous evaluation ensures that our moat ratings are both comprehensive and reliable, giving investors the tools they need to make well-informed, long-term decisions.

FR		Publicis Groupe SA PAR:PUB	Add
US		Omnicom Group Inc NYSE:OMC	Add
CN	F	Focus Media Information Technology Co Ltd SZSE:002027	Add
UK		Informa PLC LSE:INF	Add
US		Interpublic Group of Companies Inc NYSE:IPG	Add
UK		WPP PLC LSE:WPP	Add
JP		Dentsu Group Inc TSE:4324	Add
JP		GMO AD Partners Inc TSE:4784	Add
JP		CyberAgent Inc TSE:4751	Add
FR		JCDecaux SA OTC:JCDXF	Add

FR		Publicis Groupe SA PAR:PUB	Select
US		Omnicom Group Inc NYSE:OMC	Select
CN	F	Focus Media Information Technology Co Ltd SZSE:002027	Select
UK		Informa PLC LSE:INF	Select
US		Interpublic Group of Companies Inc NYSE:IPG	Select
UK		WPP PLC LSE:WPP	Select
JP		Dentsu Group Inc TSE:4324	Select
JP		GMO AD Partners Inc TSE:4784	Select
JP		CyberAgent Inc TSE:4751	Select
FR		JCDecaux SA OTC:JCDXF	Select

FR		Publicis Groupe SA PAR:PUB	Add
US		Omnicom Group Inc NYSE:OMC	Add
CN	F	Focus Media Information Technology Co Ltd SZSE:002027	Add
UK		Informa PLC LSE:INF	Add
US		Interpublic Group of Companies Inc NYSE:IPG	Add
UK		WPP PLC LSE:WPP	Add
JP		Dentsu Group Inc TSE:4324	Add
JP		GMO AD Partners Inc TSE:4784	Add
JP		CyberAgent Inc TSE:4751	Add
FR		JCDecaux SA OTC:JCDXF	Add

UK	E	Eight Capital Partners PLC F:ECS	Add
CA		Australian Goldfields Ltd OTC:GRXXF	Add
IN	A	Aaswa Trading and Exports Ltd BSE:512038	Add
IN	G	GTV Engineering Ltd BSE:539479	Add
US	G	GE Vernova LLC NYSE:GEV	Add
IN	S	SAB Industries Ltd BSE:539112	Add
US	C	China Industrial Group Inc OTC:CIND	Add
NL	N	Nepi Rockcastle NV JSE:NRP	Add
MY	M	Malton Bhd KLSE:MALTON	Add
IN	V	Vasundhara Rasayans Ltd BSE:538634	Add

	Franklin Covey Co NYSE:FC	22.56 USD 6.92%
	Mohawk Industries Inc NYSE:MHK	110.94 USD 4.36%
	Ardmore Shipping Corp NYSE:ASC	9.8 USD -1.21%
	ASGN Inc NYSE:ASGN	58.26 USD 4.61%
	Skyworks Solutions Inc NASDAQ:SWKS	73.04 USD 7.08%
	Weatherford International PLC NASDAQ:WFRD	48.88 USD 6.1%

IPS

vs

DAX Index

Stocks Performance
IPS vs DAX Index

Performance Gap
IPS vs DAX Index

Performance By Year
IPS vs DAX Index

Competitors Performance
Ipsos SA vs Peers

Ipsos SA
Glance View

Company

Help

Tools

Stocks

	Johnson & Johnson NYSE:JNJ	154.14 USD -0.05%
	Bank of America Corp NYSE:BAC	43.36 USD 3.76%
	Mastercard Inc NYSE:MA	578.27 USD 1.69%
	Salesforce Inc NYSE:CRM	288.82 USD 4.87%
	Abbvie Inc NYSE:ABBV	190.07 USD 2.96%
	Home Depot Inc NYSE:HD	376.59 USD 3.83%

	Arista Networks Inc NYSE:ANET	92.32 USD 6.7%
	Visa Inc NYSE:V	355.85 USD 0.94%
	Texas Pacific Land Corp NYSE:TPL	1 341.12 USD 3.05%
	KLA Corp NASDAQ:KLAC	760.47 USD 8.45%
	Manhattan Associates Inc NASDAQ:MANH	196 USD 6.31%
	Monolithic Power Systems Inc NASDAQ:MPWR	709.23 USD 11.2%

	ServiceNow Inc NYSE:NOW	1 015.6 USD 3.63%
	Spotify Technology SA NYSE:SPOT	620.81 USD -4.23%
	EOG Resources Inc NYSE:EOG	114.06 USD 2.65%
	Monster Beverage Corp NASDAQ:MNST	61.36 USD 0.59%
	Copart Inc NASDAQ:CPRT	62.16 USD 1.04%
	Applied Materials Inc NASDAQ:AMAT	167.99 USD 7.96%

	Johnson & Johnson NYSE:JNJ	154.14 USD -0.05%
	Berkshire Hathaway Inc NYSE:BRK.A	772 100 USD 0.14%
	Bank of America Corp NYSE:BAC	43.36 USD 3.76%
	Mastercard Inc NYSE:MA	578.27 USD 1.69%
	UnitedHealth Group Inc NYSE:UNH	378.75 USD -0.5%
	Exxon Mobil Corp NYSE:XOM	109.16 USD 1.72%

IPS vs DAX Index

Stocks Performance IPS vs DAX Index

Performance Gap IPS vs DAX Index

Performance By Year IPS vs DAX Index

Competitors Performance Ipsos SA vs Peers

Ipsos SA Glance View

Company

Help

Tools

Stocks

IPS

vs

DAX Index

Stocks Performance
IPS vs DAX Index

Performance Gap
IPS vs DAX Index

Performance By Year
IPS vs DAX Index

Competitors Performance
Ipsos SA vs Peers

Ipsos SA
Glance View