PP
PPHC.L
—
London Stock Exchange
Advertising & Marketing
Pphc.L
Last 30 days
1D5D1M3M6MYTD1Y5YMax
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Mcap
26,4B GBp
P/E
—
EV / Rev
—
Div yield
2,64 %
Op margin
-17,1 %
ROE
-52,1 %
Net margin
-20,9 %
Debt / equity
0,63
Beta
—
52w range
—
Volume
—
Day range
—
Prev close
—
Open
—
Next earnings
2026-10-28
Ex-dividend
—
TR 1Y
—
About
PPHC.L operates in the Advertising & Marketing industry, providing services related to advertising and marketing solutions to clients, primarily generating revenue through service fees.
Business. PPHC.L operates in the Advertising & Marketing industry, providing services related to advertising and marketing solutions to clients, primarily generating revenue through service fees.
Classification92 %
SectorConsumer Cyclicals
Business sectorCyclical Consumer Services
IndustryAdvertising & Marketing
Generated · model-assisted
Sell-side consensus
BUY4 analysts
4 buy0 hold0 sell
Avg 12m price target1 292,19
Analyst recommendations
4 analysts · consensus BuyBuy4
Hold0
Sell0
12-month price target
1 292,19
Consensus of sell-side coverage.
At a glance
Score
—
not yet scored
Valuation
—
valuation pending
Analysts→
Buy
4 analysts · indicative
Ownership→
Geode Capital Management, L.L.C.
largest disclosed fund holder
Profitability→
-52,1 %
return on equity
Quality
—
not yet scored
What drives this business
The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.
— missing data
News & coverage
0Sector rotation
Sector1D1Mvs mkt
Materials+2,3 %+6,6 %+1,7 %
Communication Services+2,2 %−5,5 %+1,6 %
Energy+0,6 %+3,3 %+0,0 %
Health Care+0,6 %−0,8 %+0,0 %
Information Technology+0,6 %+6,7 %+0,0 %
Consumer Discretionary · THIS SECTOR+0,4 %+7,6 %−0,2 %
Financials−0,3 %−2,8 %−0,9 %
Consumer Staples−0,4 %+2,5 %−1,0 %
Real Estate−0,7 %+10,9 %−1,3 %
Industrials−1,9 %−3,1 %−2,5 %
Utilities−1,9 %+28,2 %−2,5 %
Developing storylines
No tracked sagas currently linked to PPHC.L. Browse all sagas →
Analysis
AI analysis
Generated · analysis pipeline · tier hybrid · as of 2026-08-04
↑ At a glance
Opportunity
— missing data
Upcoming catalysts
Scheduled public events. Informational only — not investment advice.
- Company
- EarningsQ3 2026 earnings (expected)2026-10-28 · estimated
- Macro
- Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
- Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
- Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
- Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
- Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
- Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
- Macro & political
- ElectionSE Swedish Election2026-09-14 · SE
- ElectionUS U.S. Midterms2026-11-03 · US
- ElectionFR French Legislative2027-06-01 · FR
Pre-earnings brief
— missing data
Signals & dispatch
peak dispatch · —
Composite-score breakdown
Synthesis
Business
PPHC.L operates in the Advertising & Marketing industry, providing services related to advertising and marketing solutions to clients, primarily generating revenue through service fees.
Classification92 %
SectorConsumer Cyclicals
Business sectorCyclical Consumer Services
IndustryAdvertising & Marketing
AI synthesis
GENERATEDPPHC.L's capital structure is characterized by a high price-to-book ratio of 352.39, indicating that the market is valuing the company significantly above its book value. The company's liquidity position is assessed as medium, with a current ratio of 1.11, suggesting limited short-term liquidity cushion. Free cash flow is negative at -41.43 million USD, which may indicate pressure on cash generation despite positive operating cash flow of 24.77 million USD.
Profitability metrics show a challenging performance, with a return on equity of -52.07% and a return on assets of -19.25%, both significantly below typical industry benchmarks. The company reported a net loss of 39.00 million USD and an operating loss of 31.87 million USD, highlighting a lack of operational profitability. Gross profit of 18.65 million USD is minimal compared to total revenue of 186.54 million USD, indicating low gross margin efficiency.
Geographic and segment exposure is not explicitly detailed in the available data, but the company's revenue concentration is not disclosed, making it difficult to assess the risk of overreliance on specific markets or product lines. The absence of segment-specific data limits the ability to evaluate the performance of individual business units.
Looking ahead, the company's growth trajectory is uncertain, with no specific revenue growth projections provided in the available data. The negative net income and operating income suggest a need for significant operational improvements to achieve sustainable growth. Analysts have assigned a mean price target of 1,292.19 USD, indicating a potential upside from the current market price of 900.00 USD.
Risk factors include a negative net cash position after subtracting total debt, which could limit the company's ability to fund operations or invest in growth opportunities. The dilution risk is assessed as low, with no significant dilution expected in the near term. However, the company's high price-to-book ratio and negative earnings suggest that the market may be overvaluing the company relative to its fundamentals.
Recent events, such as analyst price targets and recommendations, indicate a generally positive outlook from the investment community, with a mean recommendation of 1.75 (1=strong buy, 5=strong sell) and no "hold" ratings. The absence of recent filings or transcripts limits the ability to assess the company's strategic direction or operational updates.
Key takeaways
- PPHC.L is trading at a high price-to-book ratio of 352.39, suggesting a significant premium over its book value.
- The company reported a net loss of 39.00 million USD and an operating loss of 31.87 million USD, indicating poor profitability.
- Analysts have assigned a mean price target of 1,292.19 USD, suggesting a potential upside from the current market price.
- The company's liquidity position is assessed as medium, with a current ratio of 1.11.
- Free cash flow is negative at -41.43 million USD, despite positive operating cash flow of 24.77 million USD.
- The company's high price-to-book ratio and negative earnings suggest that the market may be overvaluing the company relative to its fundamentals.
Bull / Bear case
analysis pipeline— missing data
In focus — financials by report
Valuation
Market price
$795,00
Market cap
$26.40B
Enterprise valueⓘ
$26.44B
P/Eⓘ
—
Non-GAAP P/Eⓘ
—
EV / Revenueⓘ
—
EV / Op incomeⓘ
—
EV / OCFⓘ
1067.5x
P / Bⓘ
352.4x
P / Tangible bookⓘ
352.4x
Tangible book
$74.9M
Net cashⓘ
-$47.0M
Current ratioⓘ
1.1
Debt / equityⓘ
0.6
ROAⓘ
-19.2%
ROEⓘ
-52.1%
Cash conversionⓘ
-64.0%
CapEx / revenueⓘ
-0.0%
SBC / revenueⓘ
—
Dilution ratioⓘ
0.0%
Revenue by segment
Business relationships
— missing data
Supply chain
— missing data
Peer comparison
— missing data
Market position
Stress test
— missing data
Predictor forecast
Next quarternear-term
Earnings · next quarterconf 45 %
EPS
Consensus EPS
1,29
Predicted surprise
-0,08
Beat probability
45 %
Analysts
4
Other metrics
Revenue
—
no estimate
Segment revenue
—
no estimate
Margin
—
no estimate
Segment margin
—
no estimate
as of 2026-05-07 · Earnings Surprise V1
Period note: consensus is not fiscal-period-aligned at source — read as consensus vs the last reported actual, not a calibrated same-quarter surprise.
Full fiscal year~1 year ahead
Full fiscal year · our forecast vs guidance vs consensus
| Metric | Our forecast | Guidance | Consensus |
|---|---|---|---|
| EPS | —no estimate | —no estimate | 1,29 |
| Revenue | —no estimate | —no estimate | 210,8M USD |
| Operating income | —no estimate | —no estimate | 29,7M USD |
Full-year consensus mean (period as reported by source) · consensus in USD. Company-level full-year forecast and management guidance are not yet modelled at scale — shown as "no estimate", never inferred.
Probabilistic model output — not investment advice. · generated 2026-06-29
Options
— missing data
Short squeeze
— missing data
Earnings-call key lines
— missing data
Consensus distribution
sell-side coverageRecommendation distribution4 analysts
Strong buy1
Buy3
Hold0
Sell0
Strong sell0
12-month price target$1 292,19 · Median $1 291,00
Low $1 186,77High $1 400,00
Operating income · consensus29,7M USD
EPS surprise
+7,5 %
reported vs consensus · beat
Revenue surprise
−11,5 %
reported vs consensus · miss
Estimate revisions
consensus EPS · 26-week trend— missing data
Sell-side observations
Low$1 186,77
Mean$1 292,19
Median$1 291,00
High$1 400,00
Spot$795,00
+62.5 %implied to mean12-month sell-side price targets · ▲ spot
Themes
— missing data
ESG
— missing data
Risk factors
Dilution riskLow
Liquidity riskMedium
Filing-based flags
- Net cash is negative after subtracting total debt.
Benchmarks vs cohort
Op Margin-17,1 %Bottom quartile
Net Margin-20,9 %Bottom quartile
ROE-52,1 %Bottom quartile
Capex / Rev-0,0 %Above P75
D/E0,63Below median
Cash Conv-0,64Bottom quartile
Corporate actions / M&A
M&A probabilityconf —
Probability
5 %
Base rate
3 %
Band
Moderate
180-day horizon · target 2027-01-25 · 1,8× base rate
No acquirer candidates identified by the signal model.
Corporate actionsNo corporate-action source connected yet — splits, dividends and buyback events are not tracked for this company. Honest-dim (no data fabricated).
FX exposure
— missing data
Comparable transactions
— missing data
Derivatives & instruments
— missing data
Actions
Ask Handelsavisen
— missing data
Data sources
- Market data
- Market data cache
- Issuer disclosures
- Public news
- Earnings transcripts
- Consensus estimates
- ESG data
How metrics are computed
- Ev To Operating Cash Flowenterprise_value / operating_cash_flow
- Return On Equitynet_income / total_equity
- Price To Bookmarket_price / (adjusted_book_value / shares_outstanding_diluted)
- Dilution Ratio(shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
- Market Priceinput from market-data provider (delayed close or quote-shim mid)
- Market Capmarket_price * shares_outstanding_diluted
Source documents
- PPHC.L Market data — financials · 2026-05-29
- Public Policy Holding Company Inc Market data — analyst estimates · 2026-05-29
Ownership & reference
Top holders
- Investment Managers · as of 2026-03-310,00 %$1M
Insider activity
Net selling1 buys · 13 sellsnet -$877K16 insiders · last 365d
- Director · Common Stock, $0.001 par valueOther 9 609 · 2026-06-12
- VP, Accounting & Control · Common Stock, $0.001 par valueOther 10 082 · 2026-06-12
- Chief Administrative Officer · Common Stock, $0.001 par valueOther 22 594 · 2026-06-12
- Director · Common Stock, $0.001 par valueOther 9 609 · 2026-06-12
- Director · Common Stock, $0.001 par valueOther 4 922 · 2026-06-12
- Director · Common Stock, $0.001 par valueOther 9 609 · 2026-06-12
- Chief Operating Officer · Common Stock, $0.001 par valueOther 48 786 · 2026-06-12
- Chief Strategy Officer · Common Stock, $0.001 par valueOther 41 883 · 2026-06-12
- Director, Chief Financial Officer · Common Stock, $0.001 par valueOther 56 268 · 2026-06-12
- Director, Chief Executive Officer · Common Stock, $0.001 par valueOther 94 148 · 2026-06-12
- Chief Client Officer · Common Stock, $0.001 par valueOther 45 716 · 2026-06-12
- Chief Legal Officer · Common Stock, $0.001 par valueOther 49 074 · 2026-06-12
- EVP, Human Resources · Common Stock, $0.001 par valueOther 20 854 · 2026-06-12
- Director · Common Stock, $0.001 par valueOther 11 012 · 2026-06-12
- Director · Common Stock, $0.001 par valueOther 9 609 · 2026-06-12
- Director · Common Stock, $0.001 par valueOther 9 609 · 2026-06-12
- Director, Chief Executive Officer · Common Stock, $0.001 par valueSold 930 @ $10,35$10K · 2026-06-11
- EVP, Human Resources · Common Stock, $0.001 par valueSold 1 541 @ $10,35$16K · 2026-06-11
- Chief Strategy Officer · Common Stock, $0.001 par valueSold 1 115 @ $10,35$12K · 2026-06-11
- Director · Common Stock, $0.001 par valueSold 1 252 @ $10,35$13K · 2026-06-11
- Chief Client Officer · Common Stock, $0.001 par valueSold 2 298 @ $10,35$24K · 2026-06-11
- Chief Legal Officer · Common Stock, $0.001 par valueSold 2 007 @ $10,35$21K · 2026-06-11
- Chief Strategy Officer · Common Stock, $0.001 par valueSold 416 @ $10,19$4K · 2026-06-10
- Director, Chief Executive Officer · Common Stock, $0.001 par valueSold 348 @ $10,19$4K · 2026-06-10
- Chief Legal Officer · Common Stock, $0.001 par valueSold 749 @ $10,19$8K · 2026-06-10
Short positioning
159.7Kshares short-7.4% vs prior
1days to cover
88.1%short of daily vol
14.2Kfails-to-deliver
as of 2026-07-15 · short-interest report (free)
Geographic breakdown
— missing data
Listings · one canonical issuer
all listings resolve to the canonical
PPHC.LCanonical
London Stock Exchange · GBp
Intel & risk
peak dispatch · —
OSINT findings
Dilution riskLow
Liquidity riskMedium
Net cash is negative after subtracting total debt.
Evidence & claims
From filings & derived data- Capex (YoY) (2025-12-31 vs 2024-12-31): -80.4%Derived (calculated)
- Cash & equivalents (YoY) (2025-12-31 vs 2024-12-31): 40.6%Derived (calculated)
- Cost of revenue (YoY) (2025-12-31 vs 2024-12-31): 26.9%Derived (calculated)
- EPS (basic) (YoY) (2025-12-31 vs 2024-12-31): -1.3%Derived (calculated)
- EPS (diluted) (YoY) (2025-12-31 vs 2024-12-31): -1.3%Derived (calculated)
- Long-term debt (YoY) (2025-12-31 vs 2024-12-31): 46.6%Derived (calculated)
- Net income (YoY) (2025-12-31 vs 2024-12-31): -62.8%Derived (calculated)
- Operating income (YoY) (2025-12-31 vs 2024-12-31): -86.8%Derived (calculated)
- Operating cash flow (YoY) (2025-12-31 vs 2024-12-31): 51.0%Derived (calculated)
- Revenue (YoY) (2025-12-31 vs 2024-12-31): 24.7%Derived (calculated)
- Shareholders' equity (YoY) (2025-12-31 vs 2024-12-31): -7.8%Derived (calculated)
- Total assets (YoY) (2025-12-31 vs 2024-12-31): 16.1%Derived (calculated)
- Total liabilities (YoY) (2025-12-31 vs 2024-12-31): 37.0%Derived (calculated)
- Net margin (FY 2025-12-31): -20.9%Derived (calculated)
- Return on equity (FY 2025-12-31): -52.1%Derived (calculated)
- Return on assets (FY 2025-12-31): -19.3%Derived (calculated)
- Current ratio (FY 2025-12-31): 1.11xDerived (calculated)
- Debt-to-equity (FY 2025-12-31): 1.70xDerived (calculated)
- Shares outstanding (annual): 25.17MSEC XBRL filing
- Total assets (annual): USD 202.55MSEC XBRL filing
- Operating cash flow (annual): USD 24.77MSEC XBRL filing
- Long-term debt (annual): USD 46.99MSEC XBRL filing
- EPS (basic) (annual): USD-PER-SHARES -2SEC XBRL filing
- Net income (annual): USD -39MSEC XBRL filing
Showing 24 of 57 surfaced claims.
Atomic claims from regulatory filings and derived calculations. Provenance shown as source kind only.
The Thread
Everything we know, in order2026-10-28EVENTUpcomingQ3 2026 earnings (expected) estimated date
2026-06-30 03:38 UTCEARNINGSUpcomingForecast: insider_flow_signal (90d)
2026-06-30 03:38 UTCEARNINGSUpcomingForecast: earnings_forecast (90d)
2026-06-30 03:38 UTCEARNINGSUpcomingForecast: ma_probability (180d)
2026-06-30 03:14 UTCHOLDERInstitutional holding changed
2026-06-30 03:14 UTCHOLDER1 institutional position change flagged
2026-06-12 00:00 UTCINSIDER29 insider transactions — 2026-06 · net sell $129k
2026-06-12INSIDERGinsberg Benjamin Langer transacted 9.6k sh Common Stock, $0.001 par value — Director
2026-06-12INSIDERThrasher Paula Conner transacted 10.1k sh Common Stock, $0.001 par value — VP, Accounting & Control
2026-06-12INSIDERMazzanti Matthew Ross transacted 22.6k sh Common Stock, $0.001 par value — Chief Administrative Officer
2026-06-12INSIDERWhite Kimberly Anne transacted 9.6k sh Common Stock, $0.001 par value — Director
2026-06-12INSIDERWilliams Zachary Wayne transacted 4.9k sh Common Stock, $0.001 par value — Director
2026-06-12INSIDERLee Simon Philip Guy transacted 9.6k sh Common Stock, $0.001 par value — Director
2026-06-12INSIDERKendrick Jill Agnes Gillespie transacted 48.8k sh Common Stock, $0.001 par value — Chief Operating Officer
2026-06-12INSIDERGensemer Thomas Edward transacted 41.9k sh Common Stock, $0.001 par value — Chief Strategy Officer
2026-06-12INSIDERSmits Roeland Jozef Bernard transacted 56.3k sh Common Stock, $0.001 par value — Director, Chief Financial Officer
2026-06-12INSIDERHall George Stewart transacted 94.1k sh Common Stock, $0.001 par value — Director, Chief Executive Officer
2026-06-12INSIDERGreen Johnson McCallum transacted 45.7k sh Common Stock, $0.001 par value — Chief Client Officer
2026-06-12INSIDERStrum Neal Howard transacted 49.1k sh Common Stock, $0.001 par value — Chief Legal Officer
2026-06-12INSIDERStarzman Ronald J. Jr. transacted 20.9k sh Common Stock, $0.001 par value — EVP, Human Resources
2026-06-12INSIDERAustin Keenan Nealean transacted 11.0k sh Common Stock, $0.001 par value — Director
2026-06-12INSIDERCasey Kathleen transacted 9.6k sh Common Stock, $0.001 par value — Director
2026-06-12INSIDERBrown Charles D. transacted 9.6k sh Common Stock, $0.001 par value — Director
2026-06-11INSIDERHall George Stewart sold 930 sh Common Stock, $0.001 par value — Director, Chief Executive Officer ~$10k
2026-06-11INSIDERStarzman Ronald J. Jr. sold 1.5k sh Common Stock, $0.001 par value — EVP, Human Resources ~$16k
2026-06-11INSIDERGensemer Thomas Edward sold 1.1k sh Common Stock, $0.001 par value — Chief Strategy Officer ~$12k
2026-06-11INSIDERAustin Keenan Nealean sold 1.3k sh Common Stock, $0.001 par value — Director ~$13k
2026-06-11INSIDERGreen Johnson McCallum sold 2.3k sh Common Stock, $0.001 par value — Chief Client Officer ~$24k
2026-06-11INSIDERStrum Neal Howard sold 2.0k sh Common Stock, $0.001 par value — Chief Legal Officer ~$21k
2026-06-10INSIDERGensemer Thomas Edward sold 416 sh Common Stock, $0.001 par value — Chief Strategy Officer ~$4k
2026-06-10INSIDERHall George Stewart sold 348 sh Common Stock, $0.001 par value — Director, Chief Executive Officer ~$4k
2026-06-10INSIDERStrum Neal Howard sold 749 sh Common Stock, $0.001 par value — Chief Legal Officer ~$8k
Showing the 40 most recent of 44 entries.
The entity's full life in the product — typed, chronological, joined across Newspaper, Platform and Data. Our memory, made visible.
Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-08-04
Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data
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