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AGING Analysis Report
Jun 3, 2026
23 days ago · 86% complete · +4 refreshed

NIQ Global Intelligence Plc

NIQ NYSE Categories PDF
Technology · Information Technology Services
Chicago, IL 60606, United States IPO 2025 nielseniq.com Updated Jun 27, 4:42am
Price
$8.63
Market Cap
$2.5B
Employees
38,625
Beta
-0.19
Avg Volume
1,497,577
CEO
James Peck
Business Description

NIQ Global Intelligence Plc operates as a consumer insights company, deploying an advanced AI-driven platform to meticulously analyze vast shopping data. Its services yield crucial understandings of worldwide consumer behavior, empowering brands, retailers, and various other clients to make well-informed strategic and operational decisions. The firm's activities are geographically segmented into three main areas: the Americas (covering both North and Latin America), EMEA (Europe, the Middle East, and Africa), and APAC (encompassing Asia and the western Pacific). NIQ was established on June 6, 2017, and its corporate headquarters are located in Chicago, Illinois.

Business History
Generated: Jun 3, 2026 8:15pm
Price Overview
Last updated: Jun 27, 2026 8:03am (just now)
$8.63
+0.66 (+8.28%)
Day Range
$8.00 – $8.71
52-Week Range
$7.93 – $20.39
50-Day MA
$9.41
200-Day MA
$12.98
Volume
1,004,326.00
Analyst Price Targets
Low $11.00
Consensus $14.40
High $21.00
(9 analysts)
Share Structure
Outstanding 295,136,350.00
Float 56,159,130.00
Free Float 19.0%
Low free float — 19.0% of shares trade freely, ~81% held by insiders/institutions
Below average liquidity. Large orders can move the price significantly. Insiders or strategic holders control the majority — watch for lockup expirations or secondary offerings.
Price History (1 Year)
Last updated: Jun 27, 2026 4:42am (3h ago)
Revenue & Net Income Trend
The directional story — useful even when net income is negative.
Last updated: Jun 23, 2026 7:32am (4d ago)
Revenue
The top line — total sales before any costs or taxes are subtracted. A measure of how much business the company is doing.
Net Income
The bottom line — profit left after subtracting all expenses, interest, and taxes from revenue. Reflects accounting profitability, but includes non-cash items like depreciation, so it isn't the same as cash earned.
Operating Cash Flow
The real cash generated by the day-to-day business — selling products, paying suppliers, collecting from customers. Calculated from net income by adding back non-cash items and adjusting for timing (unpaid bills, unsold inventory). When OCF consistently lags net income, the reported profit may not be converting to real money.
Period Revenue Net Income Net Margin YoY/QoQ
Key Metrics
API Direct from provider CALC Derived from statements
Industry comparison last run: Jun 3, 2026 8:44pm
P/E Ratio (Price per dollar of earnings)
CALC
Stock Price / EPS (Diluted)
-6.54
Stock Price: $8.63
EPS (Diluted): -1.32
P/B Ratio (Price vs net asset value)
API
Stock Price / Book Value Per Share
4.45
Stock Price: $8.63
Total Equity: $988.40M
Shares: 266,917,808
EV/EBITDA (Total value vs operating profit)
API
Enterprise Value / EBITDA
7.59
Market Cap: $2.55B
Total Debt: $3.61B
Cash: $518.80M
EBITDA: $752.10M
Enterprise Value (Takeover price (cap + debt - cash))
API
Market Cap + Total Debt - Cash
$7.8B
Market Cap: $2.55B
Total Debt: $3.61B
Cash: $518.80M
P/S Ratio (Price per dollar of revenue)
API
Stock Price / Revenue Per Share
1.05
Stock Price: $8.63
Revenue: $4.20B
Shares: 266,917,808
EV/Sales (Total value vs revenue — works when P/E can't)
API
1.85
Gross Margin (Revenue left after direct costs)
API
Gross Profit / Revenue
55.6%
Gross Profit: $2.34B
Revenue: $4.20B
Operating Margin (Revenue left after all operations)
API
Operating Income / Revenue
3.4%
Operating Income: $141.80M
Revenue: $4.20B
Net Margin (Revenue left as actual profit)
API
Net Income / Revenue
-8.4%
Net Income: -$353.30M
Revenue: $4.20B
ROE (Profit from shareholder equity)
API
Net Income / Total Equity
-59.5%
Net Income: -$353.30M
Total Equity: $988.40M
ROIC (Profit from all invested capital)
API
NOPAT / Invested Capital
3.6%
Operating Income: $141.80M
Tax Rate: -64.6%
Equity: $988.40M
Total Debt: $3.61B
Cash: $518.80M
Current Ratio (Can it pay short-term bills)
API
Current Assets / Current Liabilities
1.03
Current Assets: $1.45B
Current Liabilities: $1.40B
Debt/Equity (Leverage — debt vs equity)
CALC
Total Debt / Total Equity
3.65
Short-Term Debt: $107.50M
Long-Term Debt: $3.50B
Total Debt: $3.61B
Total Equity: $988.40M
Rev/Share (Top-line per share)
CALC
Revenue / Shares Outstanding
$15.73
Revenue: $4.20B
Shares: 266,917,808
Book Value/Share (Net assets per share)
CALC
(Total Assets - Total Liabilities) / Shares
$3.70
Total Equity: $988.40M
Shares: 266,917,808
FCF/Share (Real cash generated per share)
CALC
(Operating Cash Flow + CapEx) / Shares
$0.09
Operating CF: $298.70M
CapEx: -$274.80M
Shares: 266,917,808
CapEx is negative (outflow) — added to OCF to get FCF
Div Yield (Annual income from holding)
API
Last Annual Dividend / Stock Price
0.0%
Last Dividend: N/A
Stock Price: $8.63
Payout Ratio (Earnings paid out as dividends)
Dividends Paid / Net Income
Dividends Paid: N/A
Net Income: -$353.30M
Dividends paid not available in cash flow statement
Industry Benchmarks
Last run: Jun 3, 2026 8:44pm
Compares NIQ against LLM-researched typical ranges for its industry. One research call per industry, cached indefinitely — every stock in the same industry reuses the same baseline.
Advanced Analysis Forensic deep-dive · three lenses
The "final boss" read — Opus reviews every forensic module + the full e2e analysis · 2026-06-03 20:56:42
Legacy single-score read — re-run the extended pipeline to get the two-lens split.
Levered data incumbent with $3.6B of net debt, decelerating growth, and a $24M FCF print that doesn't come close to covering the capital structure — equity is a thin option on a refi, not a platform compounder.
-44 Avoid / Sell

The headline tells you NIQ is a $4.2B revenue 'global standard' data platform with 55.6% gross margins, finally inflecting to positive op margin (3.4%) and positive FCF ($23.9M). The forensic picture says something much harsher: net debt of $3.09B against $518.8M cash means net debt is ~127% of the $2.43B market cap — this is a levered equity stub, not a SaaS-like platform stock. Altman Z of 0.5 is squarely in distress territory, and revenue growth has collapsed from 22% (2022→23) to 12% (23→24) to 2.2% (24→25). That last datapoint is the single most important number in this memo and it's catastrophic for the 'essential data layer' narrative.

FCF quality is also weaker than it looks: $23.9M of FCF on $4.2B of revenue is a 0.6% FCF margin, and OCF/NI of -0.28x with -10.1% accruals tells you the cash and the accounting earnings are not telling the same story. Share count jumped from 245M to 266.9M (+8.9%) in a single year — far above the 2.9% CAGR headline — consistent with IPO-related issuance that the dilution module hasn't fully digested, and a warning that SBC and equity issuance are real per-share headwinds going forward.

The insider tape, advertised upstream as 'significant buying,' is mostly noise: 7 of the 15 recent transactions are director A-Awards (free stock, not conviction), several are F-InKind tax withholdings. The ONLY real open-market buy is CEO James Peck's $1.0M purchase on 5/18/26 — meaningful but a single data point, and it came AFTER he received a 276.6K share award in February. Not a cluster, not a signal worth leaning on. The bull narrative (platform monopoly, AI moat) is at odds with 2% revenue growth; either pricing/volume is being lost to competitors the bear case names (Amazon, first-party data), or this business is structurally ex-growth at scale.

Deep Analysis
Last run: Jun 3, 2026 8:47:43 pm

Pre-flight intelligence scans the company first, then routes to the right analytical methods.

0 Company Classification — What type of company is this?
1 Industry Landscape — Where is the industry headed?
2 Company Momentum — Where is this company trending?
3 Forward Projection — 1Y & 2Y projected metrics (requires Layer 1 + 2)
4a DCF Valuation — Present value of future cash flows
Not applicable for Pre Profit Growth companies
4b Earnings Power Value — Floor value — worth with zero growth
Not applicable for Pre Profit Growth companies
4c Anchored PE — Industry PE adjusted for growth differential
Not applicable for Pre Profit Growth companies
4d Reverse DCF — What growth is the market pricing in?
Not applicable for Pre Profit Growth companies
4e Revenue-Based DCF — For growth/narrative companies (skip if mature earner)
4f Anchored P/S — Price-to-Sales peer comparison (skip if mature earner)
4g Scenario Analysis — Bull / Base / Bear (skip if mature earner)
4h Dividend Discount Model — For dividend/income stocks only
Not applicable for Pre Profit Growth companies
4i Book Value Analysis — For deep value / turnaround stocks only
Not applicable for Pre Profit Growth companies
4j Insider Activity — Are insiders buying or selling?
4f Cash Flow Quality — How trustworthy is the FCF?
4g Debt Maturity Risk — Can it handle its debt?
4h Macro Environment — Rates, market valuation, volatility
4i Sector Intelligence — How does this company compare within its sector?
4j Revenue Confidence — How reliable is the growth projection?
4k Sensitivity Analysis — How fragile is the fair value estimate?
Not applicable for Pre Profit Growth companies
4l Sector Demand Cycle — Is the sector in a boom, steady state, or contraction?
5 AI Investigation — Adaptive research engine (Claude)
5b Thesis Evaluation — What does the market believe? (narrative/platform stocks only)
6 Valuation Synthesis — Weighted verdict from all methods (requires Layer 4)
Income Statement (Annual)
Last updated: Jun 23, 2026 7:32am (4d ago)
Metric 2022 2023 2024 2025
Revenue $3.0B $3.7B $4.1B $4.2B
Cost of Revenue $1.5B $1.7B $1.8B $1.9B
Gross Profit $1.5B $2.0B $2.3B $2.3B
Operating Expenses $1.7B $2.1B $2.4B $2.2B
Operating Income -$191.3M -$119.5M -$103.3M $141.8M
Net Income -$320.6M -$632.0M -$839.3M -$353.3M
EBITDA $166.7M $265.4M $328.0M $752.1M
EPS $-1.30 $-2.58 $-3.43 $-1.32
EPS (Diluted)
Balance Sheet (Annual)
Last updated: Jun 23, 2026 7:32am (4d ago)
Metric 2022 2023 2024 2025
Cash & Equivalents $155.7M $310.6M $273.2M $518.8M
Total Current Assets $868.1M $1.7B $1.2B $1.5B
Total Assets $4.2B $8.1B $6.6B $6.8B
Current Liabilities $1.1B $1.5B $1.4B $1.4B
Long-Term Debt $2.2B $4.4B $4.1B $3.5B
Total Liabilities $3.6B $6.7B $6.1B $5.6B
Total Equity $582.0M $1.2B $256.8M $988.4M
Retained Earnings -$523.7M -$1.1B -$1.7B -$2.2B
Cash Flow (Annual)
Last updated: Jun 23, 2026 7:32am (4d ago)
Metric 2022 2023 2024 2025
Operating Cash Flow $66.1M -$12.0M $76.5M $298.7M
Capital Expenditure -$329.2M -$299.8M -$309.3M -$274.8M
Free Cash Flow -$263.0M -$311.8M -$232.8M $23.9M
Acquisitions (net) -$110.0M -$1.6B $315.0M $41.0M
Debt Repayment
Dividends Paid
Stock Buybacks $0 $0 $0 $0
Net Change in Cash -$116.3M $170.8M -$17.3M $252.6M
Analyst Estimates (Annual)
Last updated: Jun 27, 2026 4:42am (3h ago)
Metric 2025 2026 2027 2028
Revenue $4.2B
$4.2B – $4.2B
$4.5B
$4.5B – $4.5B
$4.7B
$4.7B – $4.7B
$4.9B
$4.9B – $4.9B
EBITDA $1.4B
$1.4B – $1.4B
$1.5B
$1.5B – $1.5B
$1.6B
$1.6B – $1.6B
$1.7B
$1.7B – $1.7B
Net Income $76.4M
$66.2M – $86.6M
$260.4M
$257.7M – $263.0M
$321.4M
$289.8M – $353.0M
$383.5M
$382.5M – $384.5M
EPS
Growth Trends (YoY %)
Last updated: Jun 23, 2026 7:32am (4d ago)
Metric 2023 2024 2025
Revenue Growth +22.4% +11.9% +2.1%
Gross Profit Growth +33.5% +13.3% +2.5%
Operating Income Growth +37.5% +13.6% +237.2%
Net Income Growth -97.2% -32.8% +57.9%
EBITDA Growth +59.1% +23.6% +129.3%
Insider Trading (Recent)
Last updated: Jun 27, 2026 4:42am (3h ago)
Type codes PPurchase SSale AAward / grant MOption exercise FIn-kind (tax) CConversion GGift DReturn to issuer
All SEC Form 4 codes
Open market
P Purchase
Open-market or private purchase of shares.
S Sale
Open-market or private sale of shares.
Compensation (Rule 16b-3)
A Award / grant
Grant or award of securities (RSUs, options, etc.) under Rule 16b-3.
D Return to issuer
Securities disposed back to the company under Rule 16b-3.
F In-kind (tax)
Shares withheld or delivered to pay the option-exercise price or tax — not an open-market sale.
I Discretionary
Discretionary transaction under an employee plan — Rule 16b-3(f).
M Option exercise
Exercise or conversion of a derivative (option/RSU) into shares — exempt.
Derivatives
C Conversion
Conversion of a derivative security into the underlying shares.
E Short expiration
Expiration of a short derivative position.
H Long expiration
Expiration or cancellation of a long derivative position with value received.
O OTM exercise
Exercise of an out-of-the-money derivative.
X ITM exercise
Exercise of an in-the-money or at-the-money derivative.
Other exempt
G Gift
Bona fide gift of securities.
L Small acquisition
Small acquisition under Rule 16a-6.
W Inheritance
Acquisition or disposition by will or the laws of descent.
Z Voting trust
Deposit into or withdrawal from a voting trust.
Other
J Other
Other acquisition or disposition (explained in a Form 4 footnote).
K Equity swap
Transaction in an equity swap or similar instrument.
U Tender / buyout
Disposition via tender of shares in a change-of-control transaction.

Compensation-plan codes (A, D, F, M) are routine and rarely directional. Open-market P (buy) and S (sale) carry the most signal.

Date Insider Type Shares Price Value
2026-06-17 TREANGEN TROY 0.00 $0.00 $0
2026-06-17 TREANGEN TROY 0.00 $0.00 $0
2026-05-28 Hamood Samuel A A-Award 22,182.00 $0.00 $0
2026-05-28 LACHMAN TODD R A-Award 22,182.00 $0.00 $0
2026-05-28 Klein-Boelting Ralf A-Award 22,182.00 $0.00 $0
2026-05-28 Lempres Elizabeth Cahill A-Award 22,182.00 $0.00 $0
2026-05-28 Rawlinson David A-Award 22,182.00 $0.00 $0
2026-05-28 Mason Racquel Harris A-Award 22,182.00 $0.00 $0
2026-05-28 Simonelli Charlotte C A-Award 22,182.00 $0.00 $0
2026-05-18 Peck James M P-Purchase 118,625.00 $8.43 $1.0M
2026-05-06 Palm Jamie E F-InKind 891.00 $10.54 $9,391
2026-05-06 Blenke John W F-InKind 850.00 $10.54 $8,959
2026-05-06 Zitting Shaun Ellen F-InKind 1,516.00 $10.54 $15,979
2026-02-18 Peck James M A-Award 276,558.00 $0.00 $0
2026-02-18 Kapoor Mohit A-Award 52,678.00 $0.00 $0
2026-02-18 Miller Curtis John A-Award 39,508.00 $0.00 $0
2026-02-18 Zitting Shaun Ellen A-Award 39,508.00 $0.00 $0
2026-02-18 Blenke John W A-Award 39,508.00 $0.00 $0
2026-02-18 Burwell Michael J A-Award 65,847.00 $0.00 $0
2026-02-18 Palm Jamie E A-Award 12,335.00 $0.00 $0
Narrative Economics
The story the market is telling about this stock — the intangible X-factor (founder mythology, cult dynamics, TAM-of-imagination) that moves price beyond what cash flows alone explain. After Shiller, Narrative Economics.
No narrative profile yet for NIQ — it's generated by the pipeline (market-narrative step).
Delvantic AI Findings
Independent analyst synthesis · Delvantic - Cairn AI · generated 2026-06-03 20:48:21
Reviews the pipeline's own verdicts
Verdict Levered equity stub on a decelerating data incumbent — fair value $6-12 depending on refi terms and 2026 revenue print; not a fundamentals buy at $8.22, only a distressed-credit-equity special-sit if you can underwrite the debt stack independently.

The raw numbers tell a story the synthesis layer is reading roughly correctly but framing slightly wrong. Revenue trajectory is $3.00B → $3.67B → $4.11B → $4.20B — that's a decelerating ramp (22% → 12% → 2.2% YoY), not a growth story. The 2.1% recent YoY is the tell: this is a mature data business, not a pre-profit growth platform. The classification engine's "pre_profit_growth" tag is wrong. NIQ has been around for decades (it's the old Nielsen IQ measurement business carved out by Advent in 2021); the losses aren't growth investment, they're interest expense and amortization on an LBO capital structure. Operating income actually flipped positive in 2025 ($141.8M op income on $4.20B rev = 3.4% op margin) from -$103M in 2024. That's the real signal — operating leverage is showing up, but net income is still -$353M because of debt service.

The synthesis verdict ("debt restructuring option, $3.6B debt overwhelms $24M FCF") is the most useful frame here, though I can't independently verify the $3.6B debt figure since the balance sheet tile shows "—" for total debt. EV/revenue of 1.85x against P/S of 1.05x implies roughly $1.7B of net debt-equivalent above the $2.43B market cap — call it ~$1.8B enterprise debt net of $519M cash, so gross debt likely $2.3B+. That's lower than the synthesis claims but still crushing: $298.7M operating cash flow minus $274.8M capex = $23.9M FCF, and interest on $2B+ of LBO debt at 7-9% eats $140-180M/year. The FCF number is essentially a rounding error against the capital structure. The "Significant Insider Buying" signal (118,625 share P-Purchase on 5/18) is interesting but at $8.22 that's <$1M — not the conviction signal it would be at 10x the size.

Where I disagree with the models: the narrative engine calling this "platform-monopoly" with "moderate durability" is too generous. NIQ's core syndicated retail measurement business is genuinely under attack from retailer first-party data (Amazon Marketing Cloud, Walmart Luminate, Kroger 84.51°), and Circana (the IRI/NPD merger) is a direct scaled competitor. The 55.6% gross margin is fine for data services but isn't expanding — it's been stuck at 55% for three years. That's not a platform compounding; that's a service business at scale. The "Lagging Sector Peers" sector signal is correct and more important than the narrative layer wants to admit. A contrarian bull case exists: if NIQ refinances post-IPO at lower rates, the operating income inflection drops to net income and this is a $15 stock. But that requires (a) rates cooperating, (b) revenue reaccelerating above 5%, and (c) no covenant trip in the interim. Three conditional bets stacked.

I agree with "Disconnected from Fundamentals" but for a different reason than the synthesis states: it's not that traditional metrics are irrelevant, it's that the equity is a levered call option on operational execution where the strike price is debt paydown. At $8.22 with $2.43B market cap, you're paying ~17x the $141.8M operating income for the equity stub above a debt pile. If you believe op income compounds to $300M+ by 2027 (plausible given the trajectory), the equity could double. If revenue growth stays at 2% and they trip a covenant in a 2026 recession, equity goes to zero. The decelerating quarterly trend ($1.22B Q2'25 → $1.05B Q3'25 → $1.14B Q4'25 → $1.07B Q1'26) is alarming and the models underweight it — there's clear sequential softness that the "Good Revenue Confidence" tag glosses over. I'd dissent from any "starter position" framing: this is a special-situations credit-adjacent trade, not a fundamentals long.

GPT Critique
Second-opinion review · gpt-4o · generated 2026-06-03 20:48:27
Reviews the Opus findings above
Verdict I agree with Opus — NIQ is overvalued at $8.22, fair value is closer to $6-12 depending on debt restructuring outcomes. The key risk remains its substantial debt burden overshadowing any operational gains.

The recent revenue trajectory for NIQ indicates a decelerating growth pattern, with annual revenues increasing from $3.00B in 2022 to $4.20B in 2025 but showing a sharp slowdown recently at just 2.1% YoY growth. This aligns with Opus’s identification of a decelerating ramp rather than a robust growth story. The operating income turning positive in 2025 is notable, signaling some operational leverage with a 3.4% operating margin, but the net income remains deeply negative, heavily influenced by the debt service on their assumed LBO structure. The discrepancy between the synthesis's suggested $3.6B debt and the implied $2.3B+ from market cap and EV metrics is crucial, indicating potential underestimations of financial strain. The cash flow situation is particularly precarious, with a mere $23.9M in FCF against a backdrop of significant capex and potential interest expenses of $140-180M annually.

I agree with Opus's conclusion that the classification of NIQ as a "pre_profit_growth" entity is misleading. The revenue growth and financial metrics point towards a mature business facing structural profitability challenges, not an emerging growth platform. Opus's assertion that the company's core business is under competitive pressure from first-party data providers is consistent with the stagnant gross margin and the sector's competitive landscape. The insider buying, while noted, isn't significant enough in volume to offset the broader financial concerns.

However, I diverge from Opus's view on the narrative engine's "platform-monopoly" designation. While I concur that NIQ's competitive moat is under threat, the narrative's moderate durability reflects the company's entrenched position in consumer intelligence, albeit eroding. The "Good Revenue Confidence" signal is indeed misleading given the sequential revenue softness, which should raise red flags about future growth stability.

A careful skeptic might argue that both Opus and I are underestimating NIQ's potential to pivot strategically or capitalize on refinancing opportunities to alleviate debt pressures. Additionally, the market might be undervaluing the company's ability to leverage its AI-powered platform for renewed growth in emerging markets.

Community AI Feedback
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My Notes personal — only you see this
Data via Financial Modeling Prep · Cached for performance · fmp
v1.1.352 · d1100787 · 2026-06-26 11:39:30