Nielsen Holdings PLC (NLSN)
NYSE NYSE Primary Summary
Stolt-Nielsen: Beneficial EBITDA Guidance, Stock Repurchases, And Quite Undervalued
Stolt-Nielsen appears significantly undervalued, trading at low EBITDA and EPS multiples despite strong EBITDA guidance and positive free cash flow history. Recent debt refinancing at favorable rates and substantial share repurchases signal management confidence and potential for further equity investor interest. Ongoing capital expenditures are expected to boost capacity, revenue, and book value, supporting long-term growth and higher stock valuations.
Stolt-Nielsen: Trading Under 4 Times Earnings Makes The Stock Interesting
Stolt-Nielsen's robust earnings profile and diverse divisions, including tanker shipping and terminals, present a renewed investment opportunity despite recent share price declines. The company reported a strong FY 2024 with a net profit of $395M and an EPS of $7.38, driven by stable SG&A expenses and reduced finance costs. Stolt-Nielsen generated substantial free cash flow of $362M, even after significant capex and new vessel deposits, indicating strong financial health.
Holiday cheer helps Disney maintain TV viewing lead in December, Nielsen says
Walt Disney maintained its lead in U.S. TV viewing share in December, bolstered by holiday movie marathons and strong performances across its cable networks, according to Nielsen's latest report on Tuesday.
Nielsen Holdings PLC Profile
| Consulting Services Industry | Industrials Sector | David Kenny CEO | NYSE Exchange | GB00BWFY5505 ISIN |
| US Country | 14,000 Employees | 2 Sep 2022 Last Dividend | - Last Split | - IPO Date |
Overview
Nielsen Holdings plc functions as a global measurement and data analytics company, offering critical data and insights primarily to media publishers, marketers, and advertising agencies. The organization specializes in tracking and analyzing viewership and listening habits across various platforms, such as television, computer, mobile, CTV, and digital. Founded in 1923, Nielsen has expanded its operations worldwide, establishing itself as a leader in audience measurement and consumer research. Despite its historical prominence and public listing, Nielsen underwent a significant change on October 11, 2022, when it was taken private. The company is headquartered in New York, New York, underscoring its influence and operational focus in one of the world’s media capitals.
Products and Services
Television Audience Measurement Services: Nielsen provides crucial viewership data for television, helping media publishers and broadcasters to understand the extent and demographics of their audience. This data is central to the television industry for programming, advertising, and content strategy decisions.
Digital Audience Measurement Services: As the media landscape evolves, Nielsen has adapted to measure digital platform viewership. This includes tracking how content is consumed on computers, mobile devices, and through over-the-top (OTT) services, offering a comprehensive view of digital media consumption patterns.
Video Advertising Services: Nielsen extends its analytics to video advertising, offering insights into the effectiveness and reach of video ads across various platforms. This service is vital for advertisers and agencies aiming to optimize their video advertising strategies and understand their impact.
Independent Measurement and Consumer Research - Audio Industry: Beyond visual media, Nielsen conducts independent measurement for the audio sector, catering to radio broadcasters, advertisers, and ad agencies. This encompasses listener data, advertising effectiveness, and trends within the audio industry, empowering stakeholders with actionable insights.
Consumer Behavioral and Transactional Data: Nielsen's offerings also include analysis of consumer behavior and transactional data. This broader approach provides a snapshot of consumer habits, preferences, and spending patterns, facilitating refined marketing strategies beyond media consumption.
Marketing Solutions: Leveraging its extensive data and insights, Nielsen delivers marketing solutions that help clients to tailor their marketing strategies and executions to their target audience more effectively. This service synthesizes Nielsen’s vast data assets and analytics capabilities to support informed, data-driven decision-making in marketing.
Contact Information
