Teleperformance SE

ENXTPA:TEP 株式レポート

時価総額:€3.5b

Teleperformance 過去の業績

過去 基準チェック /26

Teleperformanceは、平均年間1.5%の収益成長を遂げていますが、 Professional Services業界の収益は、年間 成長しています。収益は、平均年間15.4% 11.1%収益成長率で 成長しています。 Teleperformanceの自己資本利益率は12.1%であり、純利益率は4.9%です。

主要情報

1.54%

収益成長率

1.35%

EPS成長率

Professional Services 業界の成長3.23%
収益成長率11.13%
株主資本利益率12.13%
ネット・マージン4.87%
次回の業績アップデート30 Jul 2026

最近の業績更新

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...

Recent updates

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...
User avatar
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...
分析記事 Sep 26

Teleperformance (EPA:TEP) Has A Pretty Healthy Balance Sheet

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...

収支内訳

Teleperformance の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。


収益と収入の歴史

ENXTPA:TEP 収益、費用、利益 ( )EUR Millions
日付収益収益G+A経費研究開発費
31 Dec 2510,2094971,2190
30 Sep 2510,2654891,2670
30 Jun 2510,3204811,3150
31 Mar 2510,3005021,3220
31 Dec 2410,2805231,3280
30 Sep 249,8715681,2150
30 Jun 249,4616121,1020
31 Mar 248,9036021,0120
31 Dec 238,3455929210
30 Sep 238,2576169460
30 Jun 238,1696409710
31 Mar 238,1626429860
31 Dec 228,1556431,0000
30 Sep 227,8926109510
30 Jun 227,6305769010
31 Mar 227,3735678320
31 Dec 217,1155577630
30 Sep 216,8095377230
30 Jun 216,5035166840
31 Mar 216,1184206690
31 Dec 205,7323246550
30 Sep 205,5923216460
30 Jun 205,4513186370
31 Mar 205,4033596280
31 Dec 195,3554006190
30 Sep 195,1453676490
30 Jun 194,9353346780
31 Mar 194,6883236790
31 Dec 184,4413126790
30 Sep 184,3053166960
30 Jun 184,1693197120
31 Mar 184,1753167180
31 Dec 174,1803127240
30 Sep 174,1112787240
30 Jun 174,0412447240
31 Mar 173,8452296940
31 Dec 163,6492146640
30 Sep 163,5392096450
30 Jun 163,4292036260
31 Mar 163,4142026260
31 Dec 153,3982006260
30 Sep 153,2851886040
30 Jun 153,1711765810

質の高い収益: TEPは 高品質の収益 を持っています。

利益率の向上: TEPの現在の純利益率 (4.9%)は、昨年(5.1%)よりも低くなっています。


フリー・キャッシュフローと収益の比較


過去の収益成長分析

収益動向: TEPの収益は過去 5 年間で年間1.5%増加しました。

成長の加速: TEPは過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。

収益対業界: TEPは過去 1 年間で収益成長率がマイナス ( -5% ) となったため、 Professional Services業界平均 ( -5% ) と比較することが困難です。


株主資本利益率

高いROE: TEPの 自己資本利益率 ( 12.1% ) は 低い とみなされます。


総資産利益率


使用総資本利益率


過去の好業績企業の発掘

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2026/05/29 20:18
終値2026/05/29 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。31

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