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NIQ Global Intelligence plc

NIQ

Equities · 17.84 +1.1% today

Isolated · not yet confirmedMarket checked 11 Sept, 15:55 GMT-4

Market read

NIQ Global Intelligence plc's current read is isolated; its market group is not confirming.

No new filing conclusion is available. 0 of 32 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 1 directly disclosed connection is confirming.

Company+1.1% todayVolume comparison unavailable
Market group0 of 32 activeConsumer Discretionary · unavailable
Disclosed network0 of 1 confirmingNo filing-linked name is confirming now
What would change this read
  • Lower cash interest after debt repayment, the IPO, and refinancing supported the improvement in free cash flow.
  • APAC revenue declined as management cited reduced service and volume softness, partly offset by pricing and regional expansion.

Invalidation: The isolated read changes if NIQ's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Sector unavailable · Industry unavailable

No new filing conclusion is available. 0 of 32 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 1 directly disclosed connection is confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • Lower cash interest after debt repayment, the IPO, and refinancing supported the improvement in free cash flow.
  • APAC revenue declined as management cited reduced service and volume softness, partly offset by pricing and regional expansion.

Company research

Understand the business, not just the ticker

As of Sep 11, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods3
Price observations287
Usable filing statements194
Verified relationships1
Evidence supporting the case
  • Latest annual revenue changed +5.7% year over year.
  • Operating margin changed +4.5 percentage points in the latest annual period.
  • Net margin changed +11.7 percentage points in the latest annual period.
  • Demand and volume has repeated favorable evidence across 4 filings.
  • Foreign exchange has repeated favorable evidence across 4 filings.
Evidence challenging the case
  • Diluted shares increased 8.9% in the latest annual period.
  • Credit and interest rates has repeated adverse evidence across 5 filings.
  • Restructuring and cost reductions has repeated adverse evidence across 5 filings.
Questions before a position
  • EV/sales is 48% below the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context

Price as of Sep 11, 2026

17.84
6m+52.2%12m+4.0%24m
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2023-12-31$3.3B$-2.35
2024-12-31$4.0B+18.9%$-3.26+0.0%
2025-12-31$4.2B+5.7%$-1.32+8.9%

What management says matters

Persistent and emerging business drivers

Credit and interest ratesnegative · 5 filings
The increases are primarily attributable to revenue growth, along with interest expense savings driven by debt repayments in connection with the IPO and subsequent post-IPO debt refinancing, which triggered reductions in interest rate spreads and generated in…
10-Q · Aug 10, 2026
Restructuring and cost reductionsnegative · 5 filings
Increases were partially offset by reversals related to prior restructuring programs.
10-Q · Aug 10, 2026
Capital investment and capacitymixed · 4 filings
Nine Months Ended September 30, (in millions) 2025 2024 Net cash provided by operating activities $ 110.0 $ 5.6 Cash paid for capital expenditures (165.1) (206.4) Free Cash Flow $ (55.1) $ (200.8) Nine Months Ended September 30, (in millions) 2025 2024 Cash p…
10-Q · Nov 13, 2025
Demand and volumepositive · 4 filings
The increase for the three month period was primarily driven by value-based pricing, panel and e-Commerce expansion and higher product demand.
10-Q · Aug 10, 2026

Valuation discipline

Descriptive valuation snapshot

Price/sales 1.1× · EV/sales 1.8×. Comparisons use only industry-matched filing peers.

Scenario scaffold

Fewer than 4 annual revenue periods; too little history to scaffold scenarios.

Price action

How the market is pricing the story

17.84+1.1% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for NIQ. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for NIQ. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind NIQ

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

JPMJPMorgan Chase & Co.lenderAug 15, 2025

Other Information On August 12, 2025, we entered into a Thirteenth Amendment to Credit Agreement, by and among, Intermediate Dutch Holdings B.V., Indy US Holdco, LLC, Nielsen Consumer Inc., Indy Dutch Bidco B.V., the Revolving Borrowers party hereto, the Loan…

Filing peers

No filing peers are available for this name yet.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

NIQ is currently a Follower in the organic co-movement group Consumer Discretionary. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 1 filing-linked name are in the relationship map; none is currently confirmed as moving with the group.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.