Teleperformance Performance degli utili passati
Criteri Il passato verificati 2/6
Teleperformance ha registrato una crescita degli utili a un tasso medio annuo di 1.5%, mentre il settore Professional Services ha registrato utili in crescita a un tasso medio annuo di 15.4%. I ricavi sono stati in crescita a un tasso medio annuo di 11.1%. Il ritorno sul capitale proprio di Teleperformance è 12.1% e ha margini netti di 4.9%.
Informazioni chiave
1.54%
Tasso di crescita degli utili
1.35%
Tasso di crescita dell'EPS
| Professional Services Crescita del settore | 3.23% |
| Tasso di crescita dei ricavi | 11.13% |
| Rendimento del capitale proprio | 12.13% |
| Margine netto | 4.87% |
| Prossimo aggiornamento sugli utili | 30 Jul 2026 |
Aggiornamenti sulle prestazioni recenti
Recent updates
TEP: Revenue Execution And Cost Discipline Will Support Future Re Rating Potential
Analysts have nudged their average price target for Teleperformance lower by about €4 to reflect a slightly reduced fair value estimate, modestly lower profit margin expectations and a trimmed future P/E, even as they incorporate higher forecast revenue growth and recent downgrades from major brokerages. Analyst Commentary Bullish Takeaways Bullish analysts are still pointing to upside potential relative to the revised average price target, with some price objectives such as €97 suggesting room for re rating if execution on revenue plans holds.
TEP: Reset P/E Framework And €97 Anchor Will Support Re Rating
Analysts have reduced their implied fair value estimate for Teleperformance by about €2, reflecting a slightly higher discount rate and recent price target cuts following rating downgrades at major banks. Analyst Commentary Recent research has focused on how lower implied fair value and price target cuts feed into the risk and reward profile for Teleperformance, rather than on any major change in the underlying business narrative.TEP: Reset Expectations And Cost Discipline Will Support Future Re Rating Potential
Analysts have trimmed their Teleperformance price target to €97 from €120, pointing to updated assumptions for fair value, growth and profitability that align with recent research downgrades and more cautious earnings expectations. Analyst Commentary Bullish Takeaways Bullish analysts view the revised €97 target as a reset that still leaves room for upside if Teleperformance delivers on its updated earnings assumptions.TEP: Reset P/E Framework And €97 Reference Point Will Support Re Rating
Analysts have reduced their fair value estimate for Teleperformance by about €10.92. This reflects a lower future P/E assumption of 14.07x and updated views on revenue growth, profit margins, and the discount rate, in line with the recent cut in the Street price target to €97 from €120.TEP: Cautious Assumptions Will Still Support Future Re Rating Potential
Analysts have trimmed their fair value estimate for Teleperformance from €103.63 to €94.40. This reflects updated assumptions for discount rate, revenue growth, profit margin and future P/E that point to a more cautious outlook on the shares.TEP: Higher Discount Rate Will Set Up Potential Re Rating Opportunity
Analysts have trimmed their fair value estimate for Teleperformance from about €168 to roughly €145, citing revised assumptions around discount rates, revenue growth, profit margins and future P/E expectations. This is consistent with recent Street moves such as Deutsche Bank cutting its price target to €70 from €105.
TEP: Future Earnings Guidance Reset Will Create A More Attractive Entry
Analysts have reduced their fair value estimate for Teleperformance to €70 from €91. This change reflects a lower Street price target and updated assumptions on discount rate, revenue growth, profit margin and future P/E.TEP: Public Sector Framework Wins Will Support Future Re Rating Potential
Analysts have trimmed their fair value estimate for Teleperformance from about €105.40 to roughly €103.63, reflecting a reset in expectations that is in line with the recent cut in the Street price target to €70 from €105. Analyst Commentary Recent commentary points to a reset in expectations around Teleperformance, with the cut in fair value estimates and the Street price target aligning more closely with each other.TEP: Public Sector Wins Will Support Future Re Rating Potential
Analysts have lowered their price target on Teleperformance from EUR 105 to EUR 70. This reflects a more cautious outlook on the shares despite largely unchanged underlying valuation assumptions.TEP: Future Public Sector Wins Will Drive Re Rating Potential
Analysts have significantly reduced their price target on Teleperformance, cutting it from EUR 105 to EUR 70. They have incorporated a slightly lower discount rate, modestly improved long term revenue growth expectations, and a marginally softer profit margin and future P/E outlook into their valuation models.Investors Holding Back On Teleperformance SE (EPA:TEP)
Dec 06
TEP: Future Public Sector Wins Will Improve Market Perception
Analysts have lowered their fair value estimate for Teleperformance from €108.60 to €105.40. This change is due to a reduced price target and modest adjustments to growth and profitability assumptions.TEP: Future Public Sector Expansion Will Drive Market Reassessment
Narrative Update on Teleperformance: Analyst Price Target Adjustment Analysts have revised their fair value price target for Teleperformance downward by €3.53 to €108.60. This change is due to a modest reduction in expected revenue growth and profit margins, as well as a slightly higher discount rate.AI Advances And Global Footprint Will Shape Service Industry Outlook
Teleperformance's analyst price target has been revised downward, with the updated consensus estimate now at €112.13 compared to the previous €112.20. Analysts point to reductions in projected revenue growth and profit margins.Advanced AI And Global Expansion Will Reshape Services
Analysts have lowered their fair value price target for Teleperformance from €114.93 to €112.20. This change reflects recent downward revisions across revenue growth, profit margin, and future earnings expectations.Advanced AI And Global Expansion Will Reshape Services
Analysts have trimmed their price targets for Teleperformance to €114.93, citing persistent macroeconomic headwinds, subdued client demand, and increased risk premiums, while maintaining a constructive long-term view. Analyst Commentary Lowered growth expectations due to persistent macroeconomic challenges impacting client spending across key end-markets.Advanced AI And Global Expansion Will Reshape Services
Teleperformance’s fair value assessment is unchanged, as analysts observed only marginal movements in the Future P/E and Discount Rate, leaving the consensus price target steady at €120.80. What's in the News Teleperformance guided 2025 group like-for-like revenue growth to the lower end of the +2% to +4% range.We Think Teleperformance (EPA:TEP) Is Taking Some Risk With Its Debt
Aug 03Market Cool On Teleperformance SE's (EPA:TEP) Earnings
Jul 01Teleperformance's (EPA:TEP) Shareholders Will Receive A Bigger Dividend Than Last Year
May 22Teleperformance (EPA:TEP) Is Increasing Its Dividend To €4.20
May 01Teleperformance's (EPA:TEP) Shareholders Will Receive A Bigger Dividend Than Last Year
Apr 11Does Teleperformance (EPA:TEP) Have A Healthy Balance Sheet?
Mar 28We Think You Can Look Beyond Teleperformance's (EPA:TEP) Lackluster Earnings
Mar 07
Successful Integration With Majorel Will Lead To Improved Margins And Cost Efficiencies
Strategic focus on AI and regional expansion is set to drive revenue growth by enhancing service offerings and market presence.Earnings Miss: Teleperformance SE Missed EPS By 24% And Analysts Are Revising Their Forecasts
Mar 02Is There An Opportunity With Teleperformance SE's (EPA:TEP) 47% Undervaluation?
Mar 01There's No Escaping Teleperformance SE's (EPA:TEP) Muted Earnings
Jan 10Is Teleperformance (EPA:TEP) Using Too Much Debt?
Dec 13Teleperformance SE's (EPA:TEP) Shares Lagging The Market But So Is The Business
Sep 19Is Teleperformance (EPA:TEP) A Risky Investment?
Aug 29Investors Can Find Comfort In Teleperformance's (EPA:TEP) Earnings Quality
Aug 08A Piece Of The Puzzle Missing From Teleperformance SE's (EPA:TEP) 25% Share Price Climb
May 21Is Teleperformance (EPA:TEP) Using Too Much Debt?
Mar 31Slammed 40% Teleperformance SE (EPA:TEP) Screens Well Here But There Might Be A Catch
Mar 08Many Still Looking Away From Teleperformance SE (EPA:TEP)
Dec 19Teleperformance (EPA:TEP) Has A Pretty Healthy Balance Sheet
Sep 26Teleperformance SE's (EPA:TEP) Intrinsic Value Is Potentially 72% Above Its Share Price
Sep 05Ripartizione dei ricavi e delle spese
Ripartizione dei ricavi e delle spese
Come Teleperformance guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.
Storico di utili e ricavi
| Data | Ricavi | Utili | Spese G+A | Spese di R&S |
|---|---|---|---|---|
| 31 Dec 25 | 10,209 | 497 | 1,219 | 0 |
| 30 Sep 25 | 10,265 | 489 | 1,267 | 0 |
| 30 Jun 25 | 10,320 | 481 | 1,315 | 0 |
| 31 Mar 25 | 10,300 | 502 | 1,322 | 0 |
| 31 Dec 24 | 10,280 | 523 | 1,328 | 0 |
| 30 Sep 24 | 9,871 | 568 | 1,215 | 0 |
| 30 Jun 24 | 9,461 | 612 | 1,102 | 0 |
| 31 Mar 24 | 8,903 | 602 | 1,012 | 0 |
| 31 Dec 23 | 8,345 | 592 | 921 | 0 |
| 30 Sep 23 | 8,257 | 616 | 946 | 0 |
| 30 Jun 23 | 8,169 | 640 | 971 | 0 |
| 31 Mar 23 | 8,162 | 642 | 986 | 0 |
| 31 Dec 22 | 8,155 | 643 | 1,000 | 0 |
| 30 Sep 22 | 7,892 | 610 | 951 | 0 |
| 30 Jun 22 | 7,630 | 576 | 901 | 0 |
| 31 Mar 22 | 7,373 | 567 | 832 | 0 |
| 31 Dec 21 | 7,115 | 557 | 763 | 0 |
| 30 Sep 21 | 6,809 | 537 | 723 | 0 |
| 30 Jun 21 | 6,503 | 516 | 684 | 0 |
| 31 Mar 21 | 6,118 | 420 | 669 | 0 |
| 31 Dec 20 | 5,732 | 324 | 655 | 0 |
| 30 Sep 20 | 5,592 | 321 | 646 | 0 |
| 30 Jun 20 | 5,451 | 318 | 637 | 0 |
| 31 Mar 20 | 5,403 | 359 | 628 | 0 |
| 31 Dec 19 | 5,355 | 400 | 619 | 0 |
| 30 Sep 19 | 5,145 | 367 | 649 | 0 |
| 30 Jun 19 | 4,935 | 334 | 678 | 0 |
| 31 Mar 19 | 4,688 | 323 | 679 | 0 |
| 31 Dec 18 | 4,441 | 312 | 679 | 0 |
| 30 Sep 18 | 4,305 | 316 | 696 | 0 |
| 30 Jun 18 | 4,169 | 319 | 712 | 0 |
| 31 Mar 18 | 4,175 | 316 | 718 | 0 |
| 31 Dec 17 | 4,180 | 312 | 724 | 0 |
| 30 Sep 17 | 4,111 | 278 | 724 | 0 |
| 30 Jun 17 | 4,041 | 244 | 724 | 0 |
| 31 Mar 17 | 3,845 | 229 | 694 | 0 |
| 31 Dec 16 | 3,649 | 214 | 664 | 0 |
| 30 Sep 16 | 3,539 | 209 | 645 | 0 |
| 30 Jun 16 | 3,429 | 203 | 626 | 0 |
| 31 Mar 16 | 3,414 | 202 | 626 | 0 |
| 31 Dec 15 | 3,398 | 200 | 626 | 0 |
| 30 Sep 15 | 3,285 | 188 | 604 | 0 |
| 30 Jun 15 | 3,171 | 176 | 581 | 0 |
Guadagni di qualità: TEP ha guadagni di alta qualità.
Margine di profitto in crescita: Gli attuali margini di profitto netti di TEP (4.9%) sono inferiori rispetto allo scorso anno (5.1%).
Flusso di cassa libero e analisi degli utili
Analisi della crescita degli utili nel passato
Andamento degli utili: Gli utili di TEP sono cresciuti del 1.5% all'anno negli ultimi 5 anni.
Accelerare la crescita: TEP ha avuto una crescita negativa degli utili nell'ultimo anno, quindi non può essere confrontata con la sua media quinquennale.
Guadagni vs Settore: TEP ha avuto una crescita negativa degli utili ( -5% ) nell'ultimo anno, rendendo difficile il confronto con la media del settore Professional Services ( -5% ).
Rendimento del capitale proprio
ROE elevato: Il Return on Equity ( 12.1% ) di TEP è considerato basso.
Rendimento delle attività
Rendimento del capitale investito
Scoprire le aziende con forti performance passate
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/02 16:45 |
| Prezzo dell'azione a fine giornata | 2026/04/30 00:00 |
| Utili | 2025/12/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Teleperformance SE è coperta da 31 analisti. 15 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Carl Raynsford | Berenberg |
| William Kirkness | Bernstein |
| Laurent Gelebart | BNP Paribas |