Teleperformance SE

ENXTPA:TEP 株式レポート

時価総額:€3.2b

Teleperformance マネジメント

マネジメント 基準チェック /14

現在、CEO に関する十分な情報がありません。

主要情報

Jorge Amar

最高経営責任者

n/a

報酬総額

CEO給与比率n/a
CEO在任期間less than a year
CEOの所有権n/a
経営陣の平均在職期間2.1yrs
取締役会の平均在任期間1.7yrs

経営陣の近況

Recent updates

ナラティブの更新 Jun 01

TEP: Reset P/E And €97 Anchor Will Support Future Upside Re Rating

Narrative Update on Teleperformance The updated analyst price target for Teleperformance edges slightly lower to about €130, as analysts factor in recent target cuts and downgrades while still using broadly similar assumptions on growth, margins, discount rate and future P/E multiples. Analyst Commentary Recent research points to a more cautious stance on Teleperformance, with several firms adjusting ratings and trimming price targets.
ナラティブの更新 May 04

TEP: Reset P/E And €97 Anchor Will Support Future Re Rating

Teleperformance's analyst price target has been reduced by about €1 as analysts factor in slightly adjusted assumptions on fair value, discount rate and future P/E, citing recent target cuts and rating changes from several major banks. Analyst Commentary Recent research has centered on fine tuning valuation assumptions for Teleperformance, with price targets and ratings adjusted to reflect updated views on fair value, discount rates and future P/E levels.
ナラティブの更新 Apr 20

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.
ナラティブの更新 Apr 05

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.
ナラティブの更新 Mar 22

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.
ナラティブの更新 Mar 08

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.
ナラティブの更新 Feb 21

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.
ナラティブの更新 Feb 07

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.
ナラティブの更新 Jan 24

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.
ナラティブの更新 Jan 10

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.
ナラティブの更新 Dec 26

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.
ナラティブの更新 Dec 12

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.
分析記事 Dec 06

Investors Holding Back On Teleperformance SE (EPA:TEP)

When close to half the companies in France have price-to-earnings ratios (or "P/E's") above 17x, you may consider...
ナラティブの更新 Nov 27

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.
ナラティブの更新 Nov 11

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.
ナラティブの更新 Oct 28

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.
ナラティブの更新 Oct 14

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.
ナラティブの更新 Sep 13

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.
ナラティブの更新 Aug 07

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.
分析記事 Aug 03

We Think Teleperformance (EPA:TEP) Is Taking Some Risk With Its Debt

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 Jul 01

Market Cool On Teleperformance SE's (EPA:TEP) Earnings

With a price-to-earnings (or "P/E") ratio of 9.3x Teleperformance SE ( EPA:TEP ) may be sending bullish signals at the...
分析記事 May 22

Teleperformance's (EPA:TEP) Shareholders Will Receive A Bigger Dividend Than Last Year

The board of Teleperformance SE ( EPA:TEP ) has announced that it will be paying its dividend of €4.20 on the 28th of...
分析記事 May 01

Teleperformance (EPA:TEP) Is Increasing Its Dividend To €4.20

Teleperformance SE ( EPA:TEP ) will increase its dividend from last year's comparable payment on the 28th of May to...
分析記事 Apr 11

Teleperformance's (EPA:TEP) Shareholders Will Receive A Bigger Dividend Than Last Year

Teleperformance SE ( EPA:TEP ) will increase its dividend from last year's comparable payment on the 28th of May to...
分析記事 Mar 28

Does Teleperformance (EPA:TEP) Have A Healthy Balance Sheet?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 Mar 07

We Think You Can Look Beyond Teleperformance's (EPA:TEP) Lackluster Earnings

The most recent earnings report from Teleperformance SE ( EPA:TEP ) was disappointing for shareholders. Despite the...
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新しいナラティブ Mar 02

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.
分析記事 Mar 02

Earnings Miss: Teleperformance SE Missed EPS By 24% And Analysts Are Revising Their Forecasts

Teleperformance SE ( EPA:TEP ) shareholders are probably feeling a little disappointed, since its shares fell 8.2% to...
分析記事 Mar 01

Is There An Opportunity With Teleperformance SE's (EPA:TEP) 47% Undervaluation?

Key Insights The projected fair value for Teleperformance is €174 based on 2 Stage Free Cash Flow to Equity...
分析記事 Jan 10

There's No Escaping Teleperformance SE's (EPA:TEP) Muted Earnings

Teleperformance SE's ( EPA:TEP ) price-to-earnings (or "P/E") ratio of 8.1x might make it look like a buy right now...
分析記事 Dec 13

Is Teleperformance (EPA:TEP) Using Too Much Debt?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 Sep 19

Teleperformance SE's (EPA:TEP) Shares Lagging The Market But So Is The Business

Teleperformance SE's ( EPA:TEP ) price-to-earnings (or "P/E") ratio of 9.7x might make it look like a buy right now...
分析記事 Aug 29

Is Teleperformance (EPA:TEP) A Risky Investment?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 Aug 08

Investors Can Find Comfort In Teleperformance's (EPA:TEP) Earnings Quality

Teleperformance SE's ( EPA:TEP ) stock was strong despite it releasing a soft earnings report last week. However, we...
分析記事 May 21

A Piece Of The Puzzle Missing From Teleperformance SE's (EPA:TEP) 25% Share Price Climb

Those holding Teleperformance SE ( EPA:TEP ) shares would be relieved that the share price has rebounded 25% in the...
分析記事 Mar 31

Is Teleperformance (EPA:TEP) Using Too Much Debt?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
分析記事 Mar 08

Slammed 40% Teleperformance SE (EPA:TEP) Screens Well Here But There Might Be A Catch

Teleperformance SE ( EPA:TEP ) shares have had a horrible month, losing 40% after a relatively good period beforehand...
分析記事 Dec 19

Many Still Looking Away From Teleperformance SE (EPA:TEP)

When close to half the companies in France have price-to-earnings ratios (or "P/E's") above 15x, you may consider...

CEO

Jorge Amar (44 yo)

less than a year
在職期間

Mr. Jorge Amar is Chief Executive Officer and Director of Teleperformance SE from March 16, 2026. Mr. Amar is a renowned global expert in at-scale AI-native customer operations. He started his career in 20...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Jorge Amar
Chief Executive Officer & Directorless than a yearデータなしデータなし
Benoit Gabelle
Interim Chief Financial Officerless than a yearデータなしデータなし
Quy Nguyen-Ngoc
Investor Relations Director13.8yrsデータなしデータなし
Teri O'Brien
Global Chief Legal & Compliance Officer2.9yrsデータなしデータなし
Luciana Cemerka
Chief Marketing Officer4.4yrsデータなしデータなし
Agustin Grisanti
Chief Executive Officer of EMEA & APAC8.7yrsデータなしデータなし
Miranda Collard
Chief Executive Officer for Americasno dataデータなしデータなし
Juan Hincapie
Chief Executive Officer of Specialized Services1.3yrsデータなしデータなし
Andreas Braun
Chief AI Officerless than a yearデータなしデータなし
2.1yrs
平均在職期間
52.5yo
平均年齢

経験豊富な経営陣: TEPの経営陣は 経験豊富 であると考えられます ( 2.1年の平均在職年数)。


取締役

名称ポジション在職期間報酬所有権
Jorge Amar
Chief Executive Officer & Directorless than a yearデータなしデータなし
Brigitte Daubry
Independent Director2.3yrs€86.56k0.019%
€ 599.3k
Ingrid Johnson
Independent Directorless than a yearデータなしデータなし
Moulay Hafid Elalamy
Independent Chairman of the Board2.3yrsデータなし0.00034%
€ 11.0k
Thomas Mackenbrock
Non-Independent Directorless than a year€4.16m0.026%
€ 835.3k
Vera Songwe
Independent Director1.1yrs€80.38k0.00047%
€ 15.2k
Pauline Ginestie
Independent Director10.2yrs€105.31k0.0015%
€ 50.2k
Evangelos Papadopoulos
Employee Representative Director5.6yrsデータなしデータなし
Veronique de Jocas
Employee Representative Director5.8yrsデータなし0.0047%
€ 153.5k
Kevin Niu
Independent Director2.9yrs€108.05k0.00034%
€ 11.0k
Mehdi Ghissassi
Independent Director1.1yrs€74.80k0.00062%
€ 20.1k
Sheikha Hanadi Bint Al-Thani
Lead-Independent Directorless than a yearデータなしデータなし
1.7yrs
平均在職期間
53yo
平均年齢

経験豊富なボード: TEPの 取締役会経験豊富 ではない ( 1.7年の平均在任期間) ため、新しい取締役会が必要であると考えられます。


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2026/06/14 21:58
終値2026/06/12 00:00
収益2025/12/31
年間収益2025/12/31

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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

Teleperformance SE 14 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。30

アナリスト機関
Carl RaynsfordBerenberg
William KirknessBernstein
Laurent GelebartBNP Paribas