Taaleem Management Services CompanyE（TALM）株式概要Taaleem Management Services Company は、エジプトで私立の高等教育とスキルベースの学習サービスを提供している。 詳細TALM ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長6/6過去の実績2/6財務の健全性1/6配当金0/6報酬当社が推定した公正価値より6.3%で取引されている 収益は年間40.11%増加すると予測されています リスク分析利払いは収益で十分にカバーされない 利益率(26.4%)は昨年より低い(41.5%) すべてのリスクチェックを見るTALM Community Fair Values Create NarrativeSee what 8 others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Valueج.مCurrent Priceج.م15.1620.1% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture06b2016201920222025202620282031Revenue ج.م6.3bEarnings ج.م1.7bAdvancedSet Fair ValueView all narrativesTaaleem Management Services Company S.A.E. 競合他社Cairo For Investment And Real Estate Developments-CIRA EducationSymbol: CASE:CIRAMarket cap: ج.م15.8bSuez Canal Company for Technology Settling (S.A.E)Symbol: CASE:SCTSMarket cap: ج.م58.4bCairo Educational Services SAESymbol: CASE:CAEDMarket cap: ج.م895.6mMisr HotelsSymbol: CASE:MHOTMarket cap: ج.م12.0b価格と性能株価の高値、安値、推移の概要Taaleem Management Services CompanyE過去の株価現在の株価ج.م15.1652週高値ج.م18.7052週安値ج.م10.05ベータ0.311ヶ月の変化2.43%3ヶ月変化-2.82%1年変化39.72%3年間の変化262.68%5年間の変化165.50%IPOからの変化1,416.00%最新ニュースPrice Target Changed • May 21Price target increased by 227% to ج.م22.90Up from ج.م7.00, the current price target is an average from 2 analysts. New target price is 48% above last closing price of ج.م15.52. Stock is up 48% over the past year. The company is forecast to post earnings per share of ج.م0.95 for next year compared to ج.م0.85 last year.お知らせ • Nov 04Taaleem Management Services Company S.A.E., Annual General Meeting, Nov 26, 2025Taaleem Management Services Company S.A.E., Annual General Meeting, Nov 26, 2025, at 15:00 Egypt Standard Time. Location: giza EgyptPrice Target Changed • May 14Price target increased by 89% to ج.م13.20Up from ج.م7.00, the current price target is provided by 1 analyst. New target price is 24% above last closing price of ج.م10.65. Stock is up 45% over the past year. The company posted earnings per share of ج.م0.72 last year.Reported Earnings • Nov 09Full year 2024 earnings released: EPS: ج.م0.72 (vs ج.م0.40 in FY 2023)Full year 2024 results: EPS: ج.م0.72 (up from ج.م0.40 in FY 2023). Revenue: ج.م1.21b (up 62% from FY 2023). Net income: ج.م547.5m (up 89% from FY 2023). Profit margin: 45% (up from 39% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 04Taaleem Management Services Company S.A.E., Annual General Meeting, Nov 28, 2024Taaleem Management Services Company S.A.E., Annual General Meeting, Nov 28, 2024, at 15:00 Egypt Standard Time. Location: cairo EgyptBuy Or Sell Opportunity • Oct 15Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 14% to ج.م9.16. The fair value is estimated to be ج.م7.51, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 38%. Revenue is forecast to grow by 37% in 2 years. Earnings are forecast to decline by 6.1% in the next 2 years.最新情報をもっと見るRecent updatesPrice Target Changed • May 21Price target increased by 227% to ج.م22.90Up from ج.م7.00, the current price target is an average from 2 analysts. New target price is 48% above last closing price of ج.م15.52. Stock is up 48% over the past year. The company is forecast to post earnings per share of ج.م0.95 for next year compared to ج.م0.85 last year.お知らせ • Nov 04Taaleem Management Services Company S.A.E., Annual General Meeting, Nov 26, 2025Taaleem Management Services Company S.A.E., Annual General Meeting, Nov 26, 2025, at 15:00 Egypt Standard Time. Location: giza EgyptPrice Target Changed • May 14Price target increased by 89% to ج.م13.20Up from ج.م7.00, the current price target is provided by 1 analyst. New target price is 24% above last closing price of ج.م10.65. Stock is up 45% over the past year. The company posted earnings per share of ج.م0.72 last year.Reported Earnings • Nov 09Full year 2024 earnings released: EPS: ج.م0.72 (vs ج.م0.40 in FY 2023)Full year 2024 results: EPS: ج.م0.72 (up from ج.م0.40 in FY 2023). Revenue: ج.م1.21b (up 62% from FY 2023). Net income: ج.م547.5m (up 89% from FY 2023). Profit margin: 45% (up from 39% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 04Taaleem Management Services Company S.A.E., Annual General Meeting, Nov 28, 2024Taaleem Management Services Company S.A.E., Annual General Meeting, Nov 28, 2024, at 15:00 Egypt Standard Time. Location: cairo EgyptBuy Or Sell Opportunity • Oct 15Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 14% to ج.م9.16. The fair value is estimated to be ج.م7.51, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 38%. Revenue is forecast to grow by 37% in 2 years. Earnings are forecast to decline by 6.1% in the next 2 years.Valuation Update With 7 Day Price Move • Oct 14Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ج.م8.90, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 14x in the Consumer Services industry globally. Total returns to shareholders of 109% over the past three years.New Risk • Sep 24New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Egyptian stocks, typically moving 7.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (65% accrual ratio). Minor Risks High level of debt (46% net debt to equity). Share price has been volatile over the past 3 months (7.2% average weekly change).Valuation Update With 7 Day Price Move • Sep 24Investor sentiment improves as stock rises 27%After last week's 27% share price gain to ج.م10.64, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 13x in the Consumer Services industry globally. Total returns to shareholders of 123% over the past three years.お知らせ • Sep 24asseen Ibrahim Lutfi Mansour acquired 8.34% stake in Taaleem Management Services Company S.A.E. (CASE:TALM) for approximately EGP 510 million.asseen Ibrahim Lutfi Mansour acquired 8.34% stake in Taaleem Management Services Company S.A.E. (CASE:TALM) for approximately EGP 510 million on September 19, 2024. asseen Ibrahim Lutfi Mansour completed the acquisition of 8.34% stake in Taaleem Management Services Company S.A.E. (CASE:TALM) on September 19, 2024.Buy Or Sell Opportunity • Sep 23Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 24% to ج.م9.08. The fair value is estimated to be ج.م7.49, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 38%. Revenue is forecast to grow by 37% in 2 years. Earnings are forecast to decline by 6.1% in the next 2 years.Reported Earnings • Jul 16Third quarter 2024 earnings released: EPS: ج.م0.34 (vs ج.م0.20 in 3Q 2023)Third quarter 2024 results: EPS: ج.م0.34 (up from ج.م0.20 in 3Q 2023). Revenue: ج.م458.9m (up 59% from 3Q 2023). Net income: ج.م255.7m (up 71% from 3Q 2023). Profit margin: 56% (up from 52% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Global Consumer Services industry. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • May 07Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ج.م7.70, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 14x in the Consumer Services industry globally. Total returns to shareholders of 38% over the past three years.Reported Earnings • Apr 25Second quarter 2024 earnings released: EPS: ج.م0.18 (vs ج.م0.11 in 2Q 2023)Second quarter 2024 results: EPS: ج.م0.18 (up from ج.م0.11 in 2Q 2023). Revenue: ج.م298.1m (up 50% from 2Q 2023). Net income: ج.م137.5m (up 65% from 2Q 2023). Profit margin: 46% (up from 42% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Global Consumer Services industry. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.New Risk • Apr 18New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: ج.م4.83b (US$99.9m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (50% accrual ratio). Minor Risk Market cap is less than US$100m (ج.م4.83b market cap, or US$99.9m).Valuation Update With 7 Day Price Move • Mar 06Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ج.م7.72, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 14x in the Consumer Services industry globally. Total returns to shareholders of 98% over the past year.Buy Or Sell Opportunity • Feb 22Now 21% undervaluedOver the last 90 days, the stock has risen 39% to ج.م6.50. The fair value is estimated to be ج.م8.19, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 16%.Reported Earnings • Jan 17First quarter 2024 earnings released: EPS: ج.م0.30 (vs ج.م0.14 in 1Q 2023)First quarter 2024 results: EPS: ج.م0.30 (up from ج.م0.14 in 1Q 2023). Revenue: ج.م391.9m (up 71% from 1Q 2023). Net income: ج.م218.7m (up 112% from 1Q 2023). Profit margin: 56% (up from 45% in 1Q 2023). The increase in margin was driven by higher revenue.Valuation Update With 7 Day Price Move • Jan 17Investor sentiment improves as stock rises 26%After last week's 26% share price gain to ج.م6.50, the stock trades at a trailing P/E ratio of 16.3x. Average trailing P/E is 25x in the Consumer Services industry in Egypt. Total returns to shareholders of 58% over the past year.Valuation Update With 7 Day Price Move • Dec 19Investor sentiment improves as stock rises 21%After last week's 21% share price gain to ج.م5.50, the stock trades at a trailing P/E ratio of 13.8x. Average trailing P/E is 13x in the Consumer Services industry in Egypt. Total returns to shareholders of 39% over the past year.New Risk • Nov 05New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 26% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. This is currently the only risk that has been identified for the company.Valuation Update With 7 Day Price Move • Oct 26Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ج.م4.61, the stock trades at a trailing P/E ratio of 11.7x. Average trailing P/E is 11x in the Consumer Services industry in Egypt. Total returns to shareholders of 32% over the past year.Price Target Changed • Sep 11Price target increased by 11% to ج.م7.80Up from ج.م7.00, the current price target is provided by 1 analyst. New target price is 103% above last closing price of ج.م3.85. Stock is up 13% over the past year. The company posted earnings per share of ج.م0.30 last year.Buying Opportunity • Aug 14Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 1.8%. The fair value is estimated to be ج.م4.66, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 13% per annum. Earnings is also forecast to grow by 12% per annum over the same time period.Reported Earnings • Jul 21Third quarter 2023 earnings released: EPS: ج.م0.20 (vs ج.م0.19 in 3Q 2022)Third quarter 2023 results: EPS: ج.م0.20 (up from ج.م0.19 in 3Q 2022). Revenue: ج.م289.6m (up 10% from 3Q 2022). Net income: ج.م151.2m (up 11% from 3Q 2022). Profit margin: 52% (in line with 3Q 2022). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Global Consumer Services industry.Valuation Update With 7 Day Price Move • May 10Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ج.م3.82, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 15x in the Consumer Services industry globally. Total loss to shareholders of 2.1% over the past year.Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 11 experienced directors. No highly experienced directors. 2 independent directors (9 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Oct 31Taaleem Management Services Company S.A.E., Annual General Meeting, Nov 20, 2022Taaleem Management Services Company S.A.E., Annual General Meeting, Nov 20, 2022, at 15:00 E. Europe Standard Time. Location: (N01-3) Neptune Building, Twelve Business Center, Sheikh Zayed, Giza Giza Egypt Agenda: To discuss approval of the Board of Directors Report; to discuss ratification of the Company's financial statements and the auditors' report; to discuss corporate governance report and the auditor's report; to discuss approval of discharging the members of the Board of Directors; to discuss the approval of the proposed dividends; to discuss the attendance allowance of the members of the Board of Directors; to discuss approval of the appointment of the Company's External Auditor; and to discuss the approval of the donations that have been disbursed.お知らせ • Oct 25Taaleem Management Services Company S.A.E. to Report Fiscal Year 2022 Results on Oct 27, 2022Taaleem Management Services Company S.A.E. announced that they will report fiscal year 2022 results on Oct 27, 2022Valuation Update With 7 Day Price Move • Sep 12Investor sentiment improved over the past weekAfter last week's 21% share price gain to ج.م3.50, the stock trades at a trailing P/E ratio of 11x. Average trailing P/E is 13x in the Consumer Services industry in Africa. Total loss to shareholders of 32% over the past year.Reported Earnings • Jul 10Third quarter 2022 earnings releasedThird quarter 2022 results: Revenue: ج.م263.0m (down 1.7% from 3Q 2021). Net income: ج.م136.4m (up 40% from 3Q 2021). Profit margin: 52% (up from 36% in 3Q 2021). The increase in margin was driven by lower expenses.Price Target Changed • Apr 27Price target decreased to ج.م6.10Down from ج.م7.00, the current price target is provided by 1 analyst. New target price is 56% above last closing price of ج.م3.90. Stock is down 28% over the past year. The company posted earnings per share of ج.م0.25 last year.Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 11 experienced directors. No highly experienced directors. 2 independent directors (9 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Apr 20Second quarter 2022 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2022 results: EPS: ج.م0.09 (down from ج.م0.12 in 2Q 2021). Revenue: ج.م162.4m (down 11% from 2Q 2021). Net income: ج.م67.1m (down 7.3% from 2Q 2021). Profit margin: 41% (up from 40% in 2Q 2021). The increase in margin was driven by lower expenses. Revenue exceeded analyst estimates by 2.5%. Earnings per share (EPS) also surpassed analyst estimates by 14%. Over the next year, revenue is forecast to grow 11%, compared to a 15% growth forecast for the industry in Egypt.Valuation Update With 7 Day Price Move • Mar 24Investor sentiment improved over the past weekAfter last week's 16% share price gain to ج.م3.69, the stock trades at a trailing P/E ratio of 14.6x. Average forward P/E is 16x in the Consumer Services industry in Africa. Total returns to shareholders of 269% over the past year.お知らせ • Sep 01+ 1 more updateAn unknown buyer acquired a 7.1% stake in Taaleem Management Services Company (CASE:TALM) from Sphinx Obelisk B.V. for approximately EGP 240 million.An unknown buyer acquired a 7.1% stake in Taaleem Management Services Company (CASE:TALM) from Sphinx Obelisk B.V. for approximately EGP 240 million on August 29, 2021. The transaction involved the sale of 51.62 million shares. In related transactions, Thebes B.V. acquired a 20.82% stake in Taaleem Management Services Company from Sphinx Obelisk B.V. for approximately EGP 700 million and EGY EDU Invest B.V. acquired 13.17% stake or 96.15 million shares of Taaleem Management Services Company for approximately EGP 440 million. An unknown buyer completed the acquisition of a 7.1% stake in Taaleem Management Services Company (CASE:TALM) from Sphinx Obelisk B.V. on August 29, 2021.株主還元TALMEG Consumer ServicesEG 市場7D-8.1%-3.9%-2.5%1Y39.7%194.6%53.0%株主還元を見る業界別リターン: TALM過去 1 年間で194.6 % の収益を上げたEG Consumer Services業界を下回りました。リターン対市場: TALMは、過去 1 年間で53 % のリターンを上げたEG市場を下回りました。価格変動Is TALM's price volatile compared to industry and market?TALM volatilityTALM Average Weekly Movement3.8%Consumer Services Industry Average Movement5.7%Market Average Movement5.3%10% most volatile stocks in EG Market8.5%10% least volatile stocks in EG Market3.4%安定した株価: TALM 、 EG市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: TALMの 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト2014n/aMohamed Mokhtar Rashidiwww.taaleem.meタアリーム・マネジメント・サービス・カンパニーは、エジプトで私立高等教育および技能ベースの学習サービスを提供している。ナハダ大学、バディア大学、メンフィス大学を運営している。以前はBisco Investment Companyとして知られていたが、2016年7月にTaaleem Management Services Company S.A.E.に社名を変更した。同社は2014年に設立され、エジプトのギザに本社を置いている。もっと見るTaaleem Management Services Company S.A.E. 基礎のまとめTaaleem Management Services CompanyE の収益と売上を時価総額と比較するとどうか。TALM 基礎統計学時価総額ج.م11.13b収益（TTM）ج.م587.73m売上高(TTM)ج.م2.23b18.9xPER（株価収益率5.0xP/SレシオTALM は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計TALM 損益計算書（TTM）収益ج.م2.23b売上原価ج.م682.47m売上総利益ج.م1.55bその他の費用ج.م957.50m収益ج.م587.73m直近の収益報告Feb 28, 2026次回決算日該当なし一株当たり利益（EPS）0.80グロス・マージン69.36%純利益率26.38%有利子負債／自己資本比率70.0%TALM の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/21 10:27終値2026/05/21 00:00収益2026/02/28年間収益2025/08/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Taaleem Management Services Company S.A.E. 2 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。2 アナリスト機関Hassan SadekBeltone FinancialMai NehadCI Capital Research
Cairo For Investment And Real Estate Developments-CIRA EducationSymbol: CASE:CIRAMarket cap: ج.م15.8b
Price Target Changed • May 21Price target increased by 227% to ج.م22.90Up from ج.م7.00, the current price target is an average from 2 analysts. New target price is 48% above last closing price of ج.م15.52. Stock is up 48% over the past year. The company is forecast to post earnings per share of ج.م0.95 for next year compared to ج.م0.85 last year.
お知らせ • Nov 04Taaleem Management Services Company S.A.E., Annual General Meeting, Nov 26, 2025Taaleem Management Services Company S.A.E., Annual General Meeting, Nov 26, 2025, at 15:00 Egypt Standard Time. Location: giza Egypt
Price Target Changed • May 14Price target increased by 89% to ج.م13.20Up from ج.م7.00, the current price target is provided by 1 analyst. New target price is 24% above last closing price of ج.م10.65. Stock is up 45% over the past year. The company posted earnings per share of ج.م0.72 last year.
Reported Earnings • Nov 09Full year 2024 earnings released: EPS: ج.م0.72 (vs ج.م0.40 in FY 2023)Full year 2024 results: EPS: ج.م0.72 (up from ج.م0.40 in FY 2023). Revenue: ج.م1.21b (up 62% from FY 2023). Net income: ج.م547.5m (up 89% from FY 2023). Profit margin: 45% (up from 39% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 04Taaleem Management Services Company S.A.E., Annual General Meeting, Nov 28, 2024Taaleem Management Services Company S.A.E., Annual General Meeting, Nov 28, 2024, at 15:00 Egypt Standard Time. Location: cairo Egypt
Buy Or Sell Opportunity • Oct 15Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 14% to ج.م9.16. The fair value is estimated to be ج.م7.51, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 38%. Revenue is forecast to grow by 37% in 2 years. Earnings are forecast to decline by 6.1% in the next 2 years.
Price Target Changed • May 21Price target increased by 227% to ج.م22.90Up from ج.م7.00, the current price target is an average from 2 analysts. New target price is 48% above last closing price of ج.م15.52. Stock is up 48% over the past year. The company is forecast to post earnings per share of ج.م0.95 for next year compared to ج.م0.85 last year.
お知らせ • Nov 04Taaleem Management Services Company S.A.E., Annual General Meeting, Nov 26, 2025Taaleem Management Services Company S.A.E., Annual General Meeting, Nov 26, 2025, at 15:00 Egypt Standard Time. Location: giza Egypt
Price Target Changed • May 14Price target increased by 89% to ج.م13.20Up from ج.م7.00, the current price target is provided by 1 analyst. New target price is 24% above last closing price of ج.م10.65. Stock is up 45% over the past year. The company posted earnings per share of ج.م0.72 last year.
Reported Earnings • Nov 09Full year 2024 earnings released: EPS: ج.م0.72 (vs ج.م0.40 in FY 2023)Full year 2024 results: EPS: ج.م0.72 (up from ج.م0.40 in FY 2023). Revenue: ج.م1.21b (up 62% from FY 2023). Net income: ج.م547.5m (up 89% from FY 2023). Profit margin: 45% (up from 39% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 04Taaleem Management Services Company S.A.E., Annual General Meeting, Nov 28, 2024Taaleem Management Services Company S.A.E., Annual General Meeting, Nov 28, 2024, at 15:00 Egypt Standard Time. Location: cairo Egypt
Buy Or Sell Opportunity • Oct 15Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 14% to ج.م9.16. The fair value is estimated to be ج.م7.51, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 38%. Revenue is forecast to grow by 37% in 2 years. Earnings are forecast to decline by 6.1% in the next 2 years.
Valuation Update With 7 Day Price Move • Oct 14Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ج.م8.90, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 14x in the Consumer Services industry globally. Total returns to shareholders of 109% over the past three years.
New Risk • Sep 24New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Egyptian stocks, typically moving 7.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (65% accrual ratio). Minor Risks High level of debt (46% net debt to equity). Share price has been volatile over the past 3 months (7.2% average weekly change).
Valuation Update With 7 Day Price Move • Sep 24Investor sentiment improves as stock rises 27%After last week's 27% share price gain to ج.م10.64, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 13x in the Consumer Services industry globally. Total returns to shareholders of 123% over the past three years.
お知らせ • Sep 24asseen Ibrahim Lutfi Mansour acquired 8.34% stake in Taaleem Management Services Company S.A.E. (CASE:TALM) for approximately EGP 510 million.asseen Ibrahim Lutfi Mansour acquired 8.34% stake in Taaleem Management Services Company S.A.E. (CASE:TALM) for approximately EGP 510 million on September 19, 2024. asseen Ibrahim Lutfi Mansour completed the acquisition of 8.34% stake in Taaleem Management Services Company S.A.E. (CASE:TALM) on September 19, 2024.
Buy Or Sell Opportunity • Sep 23Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 24% to ج.م9.08. The fair value is estimated to be ج.م7.49, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 38%. Revenue is forecast to grow by 37% in 2 years. Earnings are forecast to decline by 6.1% in the next 2 years.
Reported Earnings • Jul 16Third quarter 2024 earnings released: EPS: ج.م0.34 (vs ج.م0.20 in 3Q 2023)Third quarter 2024 results: EPS: ج.م0.34 (up from ج.م0.20 in 3Q 2023). Revenue: ج.م458.9m (up 59% from 3Q 2023). Net income: ج.م255.7m (up 71% from 3Q 2023). Profit margin: 56% (up from 52% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Global Consumer Services industry. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • May 07Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ج.م7.70, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 14x in the Consumer Services industry globally. Total returns to shareholders of 38% over the past three years.
Reported Earnings • Apr 25Second quarter 2024 earnings released: EPS: ج.م0.18 (vs ج.م0.11 in 2Q 2023)Second quarter 2024 results: EPS: ج.م0.18 (up from ج.م0.11 in 2Q 2023). Revenue: ج.م298.1m (up 50% from 2Q 2023). Net income: ج.م137.5m (up 65% from 2Q 2023). Profit margin: 46% (up from 42% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Global Consumer Services industry. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
New Risk • Apr 18New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: ج.م4.83b (US$99.9m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (50% accrual ratio). Minor Risk Market cap is less than US$100m (ج.م4.83b market cap, or US$99.9m).
Valuation Update With 7 Day Price Move • Mar 06Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ج.م7.72, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 14x in the Consumer Services industry globally. Total returns to shareholders of 98% over the past year.
Buy Or Sell Opportunity • Feb 22Now 21% undervaluedOver the last 90 days, the stock has risen 39% to ج.م6.50. The fair value is estimated to be ج.م8.19, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 16%.
Reported Earnings • Jan 17First quarter 2024 earnings released: EPS: ج.م0.30 (vs ج.م0.14 in 1Q 2023)First quarter 2024 results: EPS: ج.م0.30 (up from ج.م0.14 in 1Q 2023). Revenue: ج.م391.9m (up 71% from 1Q 2023). Net income: ج.م218.7m (up 112% from 1Q 2023). Profit margin: 56% (up from 45% in 1Q 2023). The increase in margin was driven by higher revenue.
Valuation Update With 7 Day Price Move • Jan 17Investor sentiment improves as stock rises 26%After last week's 26% share price gain to ج.م6.50, the stock trades at a trailing P/E ratio of 16.3x. Average trailing P/E is 25x in the Consumer Services industry in Egypt. Total returns to shareholders of 58% over the past year.
Valuation Update With 7 Day Price Move • Dec 19Investor sentiment improves as stock rises 21%After last week's 21% share price gain to ج.م5.50, the stock trades at a trailing P/E ratio of 13.8x. Average trailing P/E is 13x in the Consumer Services industry in Egypt. Total returns to shareholders of 39% over the past year.
New Risk • Nov 05New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 26% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. This is currently the only risk that has been identified for the company.
Valuation Update With 7 Day Price Move • Oct 26Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ج.م4.61, the stock trades at a trailing P/E ratio of 11.7x. Average trailing P/E is 11x in the Consumer Services industry in Egypt. Total returns to shareholders of 32% over the past year.
Price Target Changed • Sep 11Price target increased by 11% to ج.م7.80Up from ج.م7.00, the current price target is provided by 1 analyst. New target price is 103% above last closing price of ج.م3.85. Stock is up 13% over the past year. The company posted earnings per share of ج.م0.30 last year.
Buying Opportunity • Aug 14Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 1.8%. The fair value is estimated to be ج.م4.66, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 13% per annum. Earnings is also forecast to grow by 12% per annum over the same time period.
Reported Earnings • Jul 21Third quarter 2023 earnings released: EPS: ج.م0.20 (vs ج.م0.19 in 3Q 2022)Third quarter 2023 results: EPS: ج.م0.20 (up from ج.م0.19 in 3Q 2022). Revenue: ج.م289.6m (up 10% from 3Q 2022). Net income: ج.م151.2m (up 11% from 3Q 2022). Profit margin: 52% (in line with 3Q 2022). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Global Consumer Services industry.
Valuation Update With 7 Day Price Move • May 10Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ج.م3.82, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 15x in the Consumer Services industry globally. Total loss to shareholders of 2.1% over the past year.
Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 11 experienced directors. No highly experienced directors. 2 independent directors (9 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Oct 31Taaleem Management Services Company S.A.E., Annual General Meeting, Nov 20, 2022Taaleem Management Services Company S.A.E., Annual General Meeting, Nov 20, 2022, at 15:00 E. Europe Standard Time. Location: (N01-3) Neptune Building, Twelve Business Center, Sheikh Zayed, Giza Giza Egypt Agenda: To discuss approval of the Board of Directors Report; to discuss ratification of the Company's financial statements and the auditors' report; to discuss corporate governance report and the auditor's report; to discuss approval of discharging the members of the Board of Directors; to discuss the approval of the proposed dividends; to discuss the attendance allowance of the members of the Board of Directors; to discuss approval of the appointment of the Company's External Auditor; and to discuss the approval of the donations that have been disbursed.
お知らせ • Oct 25Taaleem Management Services Company S.A.E. to Report Fiscal Year 2022 Results on Oct 27, 2022Taaleem Management Services Company S.A.E. announced that they will report fiscal year 2022 results on Oct 27, 2022
Valuation Update With 7 Day Price Move • Sep 12Investor sentiment improved over the past weekAfter last week's 21% share price gain to ج.م3.50, the stock trades at a trailing P/E ratio of 11x. Average trailing P/E is 13x in the Consumer Services industry in Africa. Total loss to shareholders of 32% over the past year.
Reported Earnings • Jul 10Third quarter 2022 earnings releasedThird quarter 2022 results: Revenue: ج.م263.0m (down 1.7% from 3Q 2021). Net income: ج.م136.4m (up 40% from 3Q 2021). Profit margin: 52% (up from 36% in 3Q 2021). The increase in margin was driven by lower expenses.
Price Target Changed • Apr 27Price target decreased to ج.م6.10Down from ج.م7.00, the current price target is provided by 1 analyst. New target price is 56% above last closing price of ج.م3.90. Stock is down 28% over the past year. The company posted earnings per share of ج.م0.25 last year.
Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 11 experienced directors. No highly experienced directors. 2 independent directors (9 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Apr 20Second quarter 2022 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2022 results: EPS: ج.م0.09 (down from ج.م0.12 in 2Q 2021). Revenue: ج.م162.4m (down 11% from 2Q 2021). Net income: ج.م67.1m (down 7.3% from 2Q 2021). Profit margin: 41% (up from 40% in 2Q 2021). The increase in margin was driven by lower expenses. Revenue exceeded analyst estimates by 2.5%. Earnings per share (EPS) also surpassed analyst estimates by 14%. Over the next year, revenue is forecast to grow 11%, compared to a 15% growth forecast for the industry in Egypt.
Valuation Update With 7 Day Price Move • Mar 24Investor sentiment improved over the past weekAfter last week's 16% share price gain to ج.م3.69, the stock trades at a trailing P/E ratio of 14.6x. Average forward P/E is 16x in the Consumer Services industry in Africa. Total returns to shareholders of 269% over the past year.
お知らせ • Sep 01+ 1 more updateAn unknown buyer acquired a 7.1% stake in Taaleem Management Services Company (CASE:TALM) from Sphinx Obelisk B.V. for approximately EGP 240 million.An unknown buyer acquired a 7.1% stake in Taaleem Management Services Company (CASE:TALM) from Sphinx Obelisk B.V. for approximately EGP 240 million on August 29, 2021. The transaction involved the sale of 51.62 million shares. In related transactions, Thebes B.V. acquired a 20.82% stake in Taaleem Management Services Company from Sphinx Obelisk B.V. for approximately EGP 700 million and EGY EDU Invest B.V. acquired 13.17% stake or 96.15 million shares of Taaleem Management Services Company for approximately EGP 440 million. An unknown buyer completed the acquisition of a 7.1% stake in Taaleem Management Services Company (CASE:TALM) from Sphinx Obelisk B.V. on August 29, 2021.
