View ValuationTaaleem Management Services CompanyE 향후 성장Future 기준 점검 6/6Taaleem Management Services CompanyE (는) 각각 연간 40.1% 및 23.2% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 45.7% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 38.1% 로 예상됩니다.핵심 정보40.1%이익 성장률45.73%EPS 성장률Consumer Services 이익 성장18.7%매출 성장률23.2%향후 자기자본이익률38.14%애널리스트 커버리지Low마지막 업데이트23 Feb 2026최근 향후 성장 업데이트Price 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.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.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.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.모든 업데이트 보기Recent 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.이익 및 매출 성장 예측CASE:TALM - 애널리스트 향후 추정치 및 과거 재무 데이터 (EGP Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수8/31/20284,4521,7841,0802,12428/31/20273,4531,204561,57928/31/20262,611694321,16722/28/20262,228588-3621,032N/A11/30/20252,126650-509990N/A8/31/20251,848624-541887N/A5/31/20251,859745-1,107734N/A2/28/20251,602664-1,152669N/A11/30/20241,410601-1,366615N/A8/31/20241,211526-1,669339N/A5/31/20241,180549-1,152840N/A2/29/20241,011447-801787N/A11/30/2023912401-481649N/A8/31/2023750290-78776N/A5/31/2023739288115348N/A2/28/2023713273-133202N/A11/30/2022676259-31320N/A8/31/202261822137335N/A5/31/2022615233105221N/A2/28/2022619196166149N/A11/30/2021639198124174N/A8/31/2021602181-1152N/A5/31/2021595162110311N/A2/28/202149714647253N/A11/30/2020451130231335N/A8/31/2020450135145245N/A8/31/2019354103N/A170N/A8/31/201827449N/A130N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: TALM 의 연간 예상 수익 증가율(40.1%)이 saving rate(15.1%)보다 높습니다.수익 vs 시장: TALM 의 연간 수익(40.1%)이 EG 시장(15.1%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: TALM 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: TALM 의 수익(연간 23.2%)이 EG 시장(연간 11.9%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: TALM 의 수익(연간 23.2%)은 연간 20%보다 빠르게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: TALM의 자본 수익률은 3년 후 38.1%로 높을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YConsumer-services 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/21 07:32종가2026/05/21 00:00수익2026/02/28연간 수익2025/08/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Taaleem Management Services Company S.A.E.는 2명의 분석가가 다루고 있습니다. 이 중 2명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Hassan SadekBeltone FinancialMai NehadCI Capital Research
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.
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.
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.
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.
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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.