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GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 7/10

vs
industry
vs
history
Cash to Debt 0.09
NLSN's Cash to Debt is ranked lower than
62% of the 962 Companies
in the Global Business Services industry.

( Industry Median: 1.72 vs. NLSN: 0.09 )
NLSN' s 10-Year Cash to Debt Range
Min: 0.04   Max: 0.09
Current: 0.09

0.04
0.09
Equity to Asset 0.37
NLSN's Equity to Asset is ranked higher than
52% of the 940 Companies
in the Global Business Services industry.

( Industry Median: 0.49 vs. NLSN: 0.37 )
NLSN' s 10-Year Equity to Asset Range
Min: 0.13   Max: 0.37
Current: 0.37

0.13
0.37
Interest Coverage 2.79
NLSN's Interest Coverage is ranked lower than
63% of the 677 Companies
in the Global Business Services industry.

( Industry Median: 21.89 vs. NLSN: 2.79 )
NLSN' s 10-Year Interest Coverage Range
Min: 0.18   Max: 2.79
Current: 2.79

0.18
2.79
F-Score: 7
Z-Score: 1.46
M-Score: -2.43
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 5/10

vs
industry
vs
history
Operating margin (%) 15.10
NLSN's Operating margin (%) is ranked higher than
85% of the 951 Companies
in the Global Business Services industry.

( Industry Median: 7.10 vs. NLSN: 15.10 )
NLSN' s 10-Year Operating margin (%) Range
Min: 2.41   Max: 16.28
Current: 15.1

2.41
16.28
Net-margin (%) 12.98
NLSN's Net-margin (%) is ranked higher than
86% of the 951 Companies
in the Global Business Services industry.

( Industry Median: 4.59 vs. NLSN: 12.98 )
NLSN' s 10-Year Net-margin (%) Range
Min: -12.26   Max: 12.98
Current: 12.98

-12.26
12.98
ROE (%) 12.92
NLSN's ROE (%) is ranked higher than
76% of the 920 Companies
in the Global Business Services industry.

( Industry Median: 10.29 vs. NLSN: 12.92 )
NLSN' s 10-Year ROE (%) Range
Min: -29.55   Max: 12.92
Current: 12.92

-29.55
12.92
ROA (%) 4.76
NLSN's ROA (%) is ranked higher than
70% of the 966 Companies
in the Global Business Services industry.

( Industry Median: 4.48 vs. NLSN: 4.76 )
NLSN' s 10-Year ROA (%) Range
Min: -3.9   Max: 4.76
Current: 4.76

-3.9
4.76
ROC (Joel Greenblatt) (%) 115.88
NLSN's ROC (Joel Greenblatt) (%) is ranked higher than
86% of the 961 Companies
in the Global Business Services industry.

( Industry Median: 33.75 vs. NLSN: 115.88 )
NLSN' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: 19.56   Max: 157.14
Current: 115.88

19.56
157.14
Revenue Growth (%) -6.50
NLSN's Revenue Growth (%) is ranked lower than
52% of the 730 Companies
in the Global Business Services industry.

( Industry Median: 6.10 vs. NLSN: -6.50 )
NLSN' s 10-Year Revenue Growth (%) Range
Min: -10   Max: -5.6
Current: -6.5

-10
-5.6
EBITDA Growth (%) -9.10
NLSN's EBITDA Growth (%) is ranked higher than
53% of the 604 Companies
in the Global Business Services industry.

( Industry Median: 8.20 vs. NLSN: -9.10 )
NLSN' s 10-Year EBITDA Growth (%) Range
Min: -9.1   Max: 16.1
Current: -9.1

-9.1
16.1
» NLSN's 10-Y Financials

Financials


Revenue & Net Income
Cash & Debt
Oprt. Cash Flow & Free Cash Flow

» Details

Guru Trades

Q1 2013

NLSN Guru Trades in Q1 2013

Paul Tudor Jones 11,600 sh (New)
Joel Greenblatt 10,486 sh (New)
Ron Baron 2,471,742 sh (+0.98%)
Pioneer Investments 176,000 sh (unchged)
Eric Mindich 8,000,000 sh (unchged)
Jean-Marie Eveillard Sold Out
Caxton Associates Sold Out
Chris Davis 999,496 sh (-3.9%)
Steven Cohen 189,705 sh (-14.27%)
» More
Q2 2013

NLSN Guru Trades in Q2 2013

Lee Ainslie 1,838,867 sh (New)
RS Investment Management 24,300 sh (New)
Steven Cohen 206,640 sh (+8.93%)
Steven Cohen 43,000 sh (unchged)
Eric Mindich 8,000,000 sh (unchged)
Joel Greenblatt Sold Out
Paul Tudor Jones Sold Out
Ron Baron 2,391,032 sh (-3.27%)
Pioneer Investments 87,300 sh (-50.4%)
Chris Davis 366,349 sh (-63.35%)
» More
Q3 2013

NLSN Guru Trades in Q3 2013

Mario Gabelli 37,760 sh (New)
Paul Tudor Jones 12,700 sh (New)
Lee Ainslie 1,976,225 sh (+7.47%)
Eric Mindich Sold Out
Pioneer Investments Sold Out
RS Investment Management Sold Out
Ron Baron 2,379,563 sh (-0.48%)
Chris Davis 41,770 sh (-88.6%)
Steven Cohen 15,238 sh (-92.63%)
» More
Q4 2013

NLSN Guru Trades in Q4 2013

Daniel Loeb 1,700,000 sh (New)
RS Investment Management 74,300 sh (New)
Steven Cohen 61,359 sh (+302.67%)
Mario Gabelli 42,960 sh (+13.77%)
Lee Ainslie Sold Out
Paul Tudor Jones Sold Out
Ron Baron 2,200,848 sh (-7.51%)
Chris Davis 30,470 sh (-27.05%)
» More
» Details

Insider Trades

Latest Guru Trades with NLSN

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
Daniel Loeb 2013-12-31 New Buy1.3%$35.9 - $45.93 $ 45.1411%1700000
Lee Ainslie 2013-12-31 Sold Out 0.98%$35.9 - $45.93 $ 45.1411%0
Mario Gabelli 2013-09-30 New Buy0.01%$32.55 - $37.18 $ 45.1432%37760
Lee Ainslie 2013-06-30 New Buy0.84%$33.41 - $36.91 $ 45.1430%1838867
Joel Greenblatt 2013-06-30 Sold Out 0.02%$33.41 - $36.91 $ 45.1430%0
Jean-Marie Eveillard 2013-03-31 Sold Out 0.1%$30.59 - $35.82 $ 45.1437%0
Joel Greenblatt 2013-03-31 New Buy0.02%$30.59 - $35.82 $ 45.1437%10486
John Burbank 2012-09-30 Sold Out 0.22%$25.03 - $30.47 $ 45.1461%0
John Burbank 2012-06-30 Add 147%0.13%$25.63 - $30.17 $ 45.1460%247000
George Soros 2012-06-30 Sold Out 0.03%$25.63 - $30.17 $ 45.1460%0
Jean-Marie Eveillard 2012-03-31 Reduce -64.94%0.24%$27.31 - $30.63 $ 45.1465%1008939
Ron Baron 2012-03-31 Reduce -28.95%0.2%$27.31 - $30.63 $ 45.1465%2505759
George Soros 2012-03-31 New Buy0.03%$27.31 - $30.63 $ 45.1465%75000
George Soros 2011-12-31 Sold Out 0.004%$25.05 - $30.99 $ 45.1457%0
Steve Mandel 2011-09-30 Sold Out 1.3978%$26.12 - $31.36 $ 45.1457%0
Jean-Marie Eveillard 2011-09-30 Reduce -21.05%0.13%$26.12 - $31.36 $ 45.1457%3260936
George Soros 2011-09-30 New Buy$26.12 - $31.36 $ 45.1457%9000
Jean-Marie Eveillard 2011-06-30 Add 43.08%0.18%$27.03 - $32.06 $ 45.1451%4130457
Ron Baron 2011-06-30 Add 31.96%0.17%$27.03 - $32.06 $ 45.1451%4150349
George Soros 2011-06-30 Sold Out $27.03 - $32.06 $ 45.1451%0
Steve Mandel 2011-03-31 New Buy1.39%$25 - $27.94 $ 45.1471%6398200
Ron Baron 2011-03-31 New Buy0.47%$25 - $27.94 $ 45.1471%3145077
Jean-Marie Eveillard 2011-03-31 New Buy0.4%$25 - $27.94 $ 45.1471%2886871
George Soros 2011-03-31 New Buy0.05%$25 - $27.94 $ 45.1471%150000
Premium More recent guru trades are included for Premium Members only!!
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Guru Investment Theses on Nielsen Holdings NV

Baron Funds Comments on Nielsen Holdings N.V. - Feb 20, 2014

Nielsen Holdings N.V. (NLSN) is a global information and measurement company that helps clients gain an understanding of consumer behavior. Shares rose during the quarter, partly as a result of the company's acquisition of Arbitron, Inc. This deal will extend the combined company's audience measurement products to include radio, generating cost and revenue synergies with Nielsen's core television ratings business. In addition, Nielsen came closer to becoming the "currency" of measurement for digital advertising when Google announced the integration of Nielsen's online measurement products into Google properties, including YouTube. We believe the company's ability to offer audience measurement across television, radio and the Internet will generate substantial value for its clients. In addition, the company pro vided favor able details about its long- term capital allocation strategy, which we think should involve a growing dividend, share repurchases, and targeted M&A.



From Baron Funds' fourth quarter letter 2013 to shareholders.



Check out Ron Baron latest stock trades

Baron Insight on Nielsen Holdings - Jun 05, 2012

Neal Rosenberg, vice president and research analyst at Baron Funds, discusses Nielsen Holdings (NLSN) in his first-quarter 2012 Baron Insight:

Another exciting information services investment is Nielsen Holdings (NLSN). Nielsen is a global information and measurement company that provides clients with a comprehensive understanding of consumers and consumer behavior. The company is geared toward delivering critical media and marketing information and analytics about "what consumers watch" and "what consumers buy" on a global and local basis. The "Watch" business has become the de facto standard for measuring television audiences in the U.S. Nielsen uses a combination of technology and panel surveys to gather granular data about television viewership trends and demographics, which it then compiles into ratings using its proprietary methodology. Nielsen's ratings are so critical to selling TV advertising that they have effectively become a currency to broadcasters and advertisers, with all TV ads bought, sold, and settled based on Nielsen data. The company is now leveraging its data collection expertise, infrastructure, and methodologies to generate ratings for online ads and for mobile campaigns.

Nielsen's "Buy" business combines the use of technology and panels to build a global database of retail transactional measurement data. The data is then used by consumer packaged goods (CPG) companies and retailers to measure sales and market share, improve brand management, uncover new sources of demand, launch and grow new products, analyze sales, improve marketing mix, and establish more effective consumer relationships. We are excited about Nielsen's ability to expand its global coverage into developing markets, thereby providing its clients with enhanced insight into a vast and growing population of emerging middle class consumers. We believe Nielsen is uniquely positioned to provide measurements in developing markets given its scale, brand, and unique ability to provide global clients with a standard measurement methodology around the world.

We think Nielsen's proprietary data, unique analytical capabilities, and pristine brand serve as extremely high barriers to entry. Nielsen data is deeply integrated into the business processes of its clients, making its data and services extremely sticky, and providing the company with high retention rates and pricing power. The company has benefited from strong operating leverage given the high fixed costs involved in collecting and processing billions of transactions monthly. The company has generated robust free cash flow given the modest capital investments required to run its business.

Check out Ron Baron latest stock trades

Top Ranked Articles about Nielsen Holdings NV

Baron Funds Comments on Nielsen Holdings N.V.
Nielsen Holdings N.V. (NLSN) is a global information and measurement company that helps clients gain an understanding of consumer behavior. Shares rose during the quarter, partly as a result of the company's acquisition of Arbitron, Inc. This deal will extend the combined company's audience measurement products to include radio, generating cost and revenue synergies with Nielsen's core television ratings business. In addition, Nielsen came closer to becoming the "currency" of measurement for digital advertising when Google announced the integration of Nielsen's online measurement products into Google properties, including YouTube. We believe the company's ability to offer audience measurement across television, radio and the Internet will generate substantial value for its clients. In addition, the company pro vided favor able details about its long- term capital allocation strategy, which we think should involve a growing dividend, share repurchases, and targeted M&A. Read more...
Eton Park Review - Eric Mindich Sells NLSN, FOXA, PCLN, DG, Others
Eton Park's Eric Mindich is averaging a 12-month return of 30.64%, according to the GuruFocus Scoreboard. The multi-strategy hedge fund Eton Park Capital Management LP has an updated portfolio of 39 stocks, nine of them new, a total value at $4.5 billion, with a quarter-over-quarter turnover of 17%. The portfolio is weighted with top three sectors: consumer cyclical at 24.8%, communication services at 19.4% and consumer defensive at 16.1%. Read more...
Weekly CFO Sells Highlight: NLSN, BBBY, TXN, INTC, GD
According to GuruFocus Insider Data, these are the largest CFO sells for this week: Nielsen Holdings NV, Bed Bath & Beyond Inc., Texas Instruments Inc., Intel Corp Inc. and General Dynamics. Read more...

Ratios

vs
industry
vs
history
P/E(ttm) 23.40
NLSN's P/E(ttm) is ranked higher than
59% of the 770 Companies
in the Global Business Services industry.

( Industry Median: 20.70 vs. NLSN: 23.40 )
NLSN' s 10-Year P/E(ttm) Range
Min: 20.38   Max: 177.76
Current: 23.4

20.38
177.76
P/B 2.90
NLSN's P/B is ranked higher than
55% of the 902 Companies
in the Global Business Services industry.

( Industry Median: 2.50 vs. NLSN: 2.90 )
NLSN' s 10-Year P/B Range
Min: 1.95   Max: 3.06
Current: 2.9

1.95
3.06
P/S 3.01
NLSN's P/S is ranked lower than
70% of the 948 Companies
in the Global Business Services industry.

( Industry Median: 1.33 vs. NLSN: 3.01 )
NLSN' s 10-Year P/S Range
Min: 1.45   Max: 3.07
Current: 3.01

1.45
3.07
PFCF 32.70
NLSN's PFCF is ranked lower than
66% of the 612 Companies
in the Global Business Services industry.

( Industry Median: 17.80 vs. NLSN: 32.70 )
NLSN' s 10-Year PFCF Range
Min: 21.82   Max: 54.52
Current: 32.7

21.82
54.52
EV-to-EBIT 25.60
NLSN's EV-to-EBIT is ranked lower than
63% of the 848 Companies
in the Global Business Services industry.

( Industry Median: 15.49 vs. NLSN: 25.60 )
NLSN' s 10-Year EV-to-EBIT Range
Min: 17.5   Max: 26.9
Current: 25.6

17.5
26.9
PEG 5.90
NLSN's PEG is ranked lower than
62% of the 458 Companies
in the Global Business Services industry.

( Industry Median: 2.17 vs. NLSN: 5.90 )
NLSN' s 10-Year PEG Range
Min: 0   Max: 6
Current: 5.9

0
6

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield 1.69
NLSN's Dividend Yield is ranked lower than
61% of the 640 Companies
in the Global Business Services industry.

( Industry Median: 2.20 vs. NLSN: 1.69 )
NLSN' s 10-Year Dividend Yield Range
Min: 0.43   Max: 1.7
Current: 1.69

0.43
1.7
Dividend Payout 0.63
NLSN's Dividend Payout is ranked lower than
57% of the 544 Companies
in the Global Business Services industry.

( Industry Median: 0.40 vs. NLSN: 0.63 )
NLSN' s 10-Year Dividend Payout Range
Min: 0.37   Max: 0.37
Current: 0.63

Yield on cost (5-Year) 1.70
NLSN's Yield on cost (5-Year) is ranked lower than
66% of the 662 Companies
in the Global Business Services industry.

( Industry Median: 2.63 vs. NLSN: 1.70 )
NLSN' s 10-Year Yield on cost (5-Year) Range
Min: 0.43   Max: 1.7
Current: 1.7

0.43
1.7
Share Buyback Rate -10.90
NLSN's Share Buyback Rate is ranked higher than
50% of the 674 Companies
in the Global Business Services industry.

( Industry Median: -0.80 vs. NLSN: -10.90 )
NLSN' s 10-Year Share Buyback Rate Range
Min: -10.2   Max: -16.4
Current: -10.9

Valuation & Return

vs
industry
vs
history
Price/Median PS Value 1.50
NLSN's Price/Median PS Value is ranked lower than
64% of the 891 Companies
in the Global Business Services industry.

( Industry Median: 1.10 vs. NLSN: 1.50 )
NLSN' s 10-Year Price/Median PS Value Range
Min: 0.99   Max: 1.55
Current: 1.5

0.99
1.55
Earnings Yield (Greenblatt) 3.90
NLSN's Earnings Yield (Greenblatt) is ranked lower than
59% of the 851 Companies
in the Global Business Services industry.

( Industry Median: 6.60 vs. NLSN: 3.90 )
NLSN' s 10-Year Earnings Yield (Greenblatt) Range
Min: 3.7   Max: 5.7
Current: 3.9

3.7
5.7

Business Description

Industry: Business Services » Business Services
Compare: » details
Traded in other countries:2N9A.Germany
Nielsen Holdings NV is an information and measurement company. It delivers media and marketing information, analytics and industry expertise on a global & local basis. It operates in three segments: Buy segment, Watch segment & Expositions segment.

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