NLSN

Nielsen Holdings Plc

TMT


Presented:02/15/2018
Price:$33.60
Cap:$12.01B
Current Price:$27.98
Cap:$9.96B

Presented

Date02/15/2018
Price$33.60
Market Cap$12.01B
Ent Value$20.99B
P/E Ratio27.77x
Book Value$11.93
Div Yield4.05%
Shares O/S357.39M
Ave Daily Vol4,094,299
Short Int8.40%

Current

Price$27.98
Market Cap$9.96B
Nielsen Holdings Plc provides global marketing data collection and analytics services. The company operates through two segments: Watch and Buy. The Watch segment provides services to media and advertising clients and audience measurement services through television, radio, online and mobile. The Buy segment provides consumer packaged goods to manufacturers and retailers. The company was founded on August 31, 2015 and is headquartered in New York, NY.

Publicly traded companies mentioned herein: Alphabet Inc (GOOG, GOOGL), Comcast Corp (CMCSA), comScore Inc (SCOR), Facebook Inc (FB), Interpublic Group of Companies Inc (IPG), Publicis Groupe SA (PUB EN), Nielsen Holdings PLC (NLSN), Sinclair Broadcast Group Inc (SBGI)

Highlights

The presenter is long shares of Nielsen (NLSN), viewing shares as overly devalued given perceived structural weaknesses, despite NLSN being well-positioned to earn more at higher margins over the next few years. He believes sentiment around NLSN becoming obsolete is overstated, as the Watch segment maintains upside and the Buy segment could see a cyclical recovery.

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