View ValuationTeleperformance 향후 성장Future 기준 점검 1/6Teleperformance (는) 각각 연간 7% 및 0.5% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 8.3% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 17.1% 로 예상됩니다.핵심 정보7.0%이익 성장률8.32%EPS 성장률Professional Services 이익 성장9.2%매출 성장률0.5%향후 자기자본이익률17.14%애널리스트 커버리지Good마지막 업데이트20 May 2026최근 향후 성장 업데이트Price Target Changed • Mar 24Price target decreased by 7.9% to €81.87Down from €88.93, the current price target is an average from 15 analysts. New target price is 78% above last closing price of €46.05. Stock is down 51% over the past year. The company is forecast to post earnings per share of €9.38 for next year compared to €8.48 last year.공시 • Nov 06Teleperformance SE Updates Earnings Guidance for the Year 2025Teleperformance SE updated earnings guidance for the year 2025. For the year, the company expects Group LFL revenue growth between +1.0% and +2.0% (vs. the lower end of the +2% to +4% range).Major Estimate Revision • Aug 08Consensus EPS estimates fall by 10%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from €10.5b to €10.3b. EPS estimate also fell from €11.25 per share to €10.09 per share. Net income forecast to grow 38% next year vs 0.1% growth forecast for Professional Services industry in France. Consensus price target down from €132 to €120. Share price rose 3.4% to €70.32 over the past week.Price Target Changed • Aug 06Price target decreased by 8.2% to €121Down from €132, the current price target is an average from 15 analysts. New target price is 78% above last closing price of €68.00. Stock is down 35% over the past year. The company is forecast to post earnings per share of €10.17 for next year compared to €8.76 last year.Major Estimate Revision • Mar 09Consensus EPS estimates fall by 15%, revenue upgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from €10.7b to €10.8b. EPS estimate fell from €13.94 to €11.86 per share. Net income forecast to grow 34% next year vs 13% growth forecast for Professional Services industry in France. Consensus price target broadly unchanged at €139. Share price rose 11% to €103 over the past week.공시 • Nov 07+ 1 more updateTeleperformance SE Confirms Earnings Guidance for the Year 2024Teleperformance SE confirmed earnings guidance for the year 2024. For the year, the company expects pro forma revenue growth targets of between +2% and +4% for 2024, with an improvement in EBITA margin before non-recurring items of +10 to +20 basis points, and a sustained growth in net free cash flow allowing deleveraging below 2x.모든 업데이트 보기Recent updatesUpcoming Dividend • May 19Upcoming dividend of €4.50 per shareEligible shareholders must have bought the stock before 26 May 2026. Payment date: 28 May 2026. Payout ratio is a comfortable 53% and this is well supported by cash flows. Trailing yield: 6.0%. Within top quartile of French dividend payers (5.5%). Higher than average of industry peers (4.0%).Valuation Update With 7 Day Price Move • May 05Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €63.58, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 10x in the Professional Services industry in France. Total loss to shareholders of 57% over the past three years.내러티브 업데이트 • May 04TEP: Reset P/E And €97 Anchor Will Support Future Re RatingTeleperformance'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.내러티브 업데이트 • Apr 20TEP: Revenue Execution And Cost Discipline Will Support Future Re Rating PotentialAnalysts 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.내러티브 업데이트 • Apr 05TEP: Reset P/E Framework And €97 Anchor Will Support Re RatingAnalysts 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.Price Target Changed • Mar 24Price target decreased by 7.9% to €81.87Down from €88.93, the current price target is an average from 15 analysts. New target price is 78% above last closing price of €46.05. Stock is down 51% over the past year. The company is forecast to post earnings per share of €9.38 for next year compared to €8.48 last year.공시 • Mar 23Teleperformance SE(ENXTPA:TEP) dropped from FTSE All-World Index (USD)Teleperformance SE(ENXTPA:TEP) dropped from FTSE All-World Index (USD)내러티브 업데이트 • Mar 22TEP: Reset Expectations And Cost Discipline Will Support Future Re Rating PotentialAnalysts 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.내러티브 업데이트 • Mar 08TEP: Reset P/E Framework And €97 Reference Point Will Support Re RatingAnalysts 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.Declared Dividend • Mar 05Dividend increased to €4.50Dividend of €4.50 is 7.1% higher than last year. Ex-date: 26th May 2026 Payment date: 28th May 2026 Dividend yield will be 7.7%, which is higher than the industry average of 2.9%. Sustainability & Growth Dividend is covered by both earnings (53% earnings payout ratio) and cash flows (19% cash payout ratio). The dividend has increased by an average of 17% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 26% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 27Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: €8.47 (down from €8.76 in FY 2024). Revenue: €10.2b (flat on FY 2024). Net income: €497.0m (down 5.0% from FY 2024). Profit margin: 4.9% (down from 5.1% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 9.2%. Revenue is forecast to stay flat during the next 3 years compared to a 3.4% growth forecast for the Professional Services industry in France. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has fallen by 41% per year, which means it is performing significantly worse than earnings.공시 • Feb 27+ 2 more updatesTeleperformance SE Proposes to Increase the Dividend, Payable on 28 May 2026Teleperformance SE announced proposal to increase the dividend from €4.20 to €4.50 per share, subject to shareholders’ approval at the upcoming Annual Meeting to be held on 21 May 2026. Ex-dividend date is 26 May 2026. Dividend payment date is 28 May 2026.내러티브 업데이트 • Feb 21TEP: Cautious Assumptions Will Still Support Future Re Rating PotentialAnalysts 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.내러티브 업데이트 • Feb 07TEP: Higher Discount Rate Will Set Up Potential Re Rating OpportunityAnalysts 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.내러티브 업데이트 • Jan 24TEP: Future Earnings Guidance Reset Will Create A More Attractive EntryAnalysts 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.공시 • Jan 13Teleperformance SE to Report Fiscal Year 2025 Results on Feb 26, 2026Teleperformance SE announced that they will report fiscal year 2025 results at 5:40 PM, Central European Standard Time on Feb 26, 2026내러티브 업데이트 • Jan 10TEP: Public Sector Framework Wins Will Support Future Re Rating PotentialAnalysts 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.내러티브 업데이트 • Dec 26TEP: Public Sector Wins Will Support Future Re Rating PotentialAnalysts 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.내러티브 업데이트 • Dec 12TEP: Future Public Sector Wins Will Drive Re Rating PotentialAnalysts 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.분석 기사 • Dec 06Investors 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...내러티브 업데이트 • Nov 27TEP: Future Public Sector Wins Will Improve Market PerceptionAnalysts 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.내러티브 업데이트 • Nov 11TEP: Future Public Sector Expansion Will Drive Market ReassessmentNarrative 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.공시 • Nov 06Teleperformance SE Updates Earnings Guidance for the Year 2025Teleperformance SE updated earnings guidance for the year 2025. For the year, the company expects Group LFL revenue growth between +1.0% and +2.0% (vs. the lower end of the +2% to +4% range).공시 • Nov 05Teleperformance SE to Report Fiscal Year 2025 Results on Feb 26, 2026Teleperformance SE announced that they will report fiscal year 2025 results on Feb 26, 2026내러티브 업데이트 • Oct 28AI Advances And Global Footprint Will Shape Service Industry OutlookTeleperformance'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.내러티브 업데이트 • Oct 14Advanced AI And Global Expansion Will Reshape ServicesAnalysts 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.내러티브 업데이트 • Sep 13Advanced AI And Global Expansion Will Reshape ServicesAnalysts 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.Major Estimate Revision • Aug 08Consensus EPS estimates fall by 10%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from €10.5b to €10.3b. EPS estimate also fell from €11.25 per share to €10.09 per share. Net income forecast to grow 38% next year vs 0.1% growth forecast for Professional Services industry in France. Consensus price target down from €132 to €120. Share price rose 3.4% to €70.32 over the past week.내러티브 업데이트 • Aug 07Advanced AI And Global Expansion Will Reshape ServicesTeleperformance’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.Valuation Update With 7 Day Price Move • Aug 07Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to €68.00, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 15x in the Professional Services industry in France. Total loss to shareholders of 76% over the past three years.Price Target Changed • Aug 06Price target decreased by 8.2% to €121Down from €132, the current price target is an average from 15 analysts. New target price is 78% above last closing price of €68.00. Stock is down 35% over the past year. The company is forecast to post earnings per share of €10.17 for next year compared to €8.76 last year.분석 기사 • Aug 03We Think Teleperformance (EPA:TEP) Is Taking Some Risk With Its DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...New Risk • Aug 01New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of French stocks, typically moving 6.2% 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: Minor Risks High level of debt (93% net debt to equity). Share price has been volatile over the past 3 months (6.2% average weekly change).Reported Earnings • Aug 01First half 2025 earnings released: EPS: €4.21 (vs €4.85 in 1H 2024)First half 2025 results: EPS: €4.21 (down from €4.85 in 1H 2024). Revenue: €5.12b (flat on 1H 2024). Net income: €249.0m (down 14% from 1H 2024). Profit margin: 4.9% (down from 5.7% in 1H 2024). Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Professional Services industry in France. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has fallen by 40% per year, which means it is performing significantly worse than earnings.분석 기사 • Jul 01Market Cool On Teleperformance SE's (EPA:TEP) EarningsWith a price-to-earnings (or "P/E") ratio of 9.3x Teleperformance SE ( EPA:TEP ) may be sending bullish signals at the...Valuation Update With 7 Day Price Move • Jun 19Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €78.54, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 12x in the Professional Services industry in France. Total loss to shareholders of 69% over the past three years.공시 • Jun 18+ 2 more updatesTP Launches TP.ai FAB (Foundational AI Backbone)TP unveils ‘Future Forward,’ its new strategic plan at a Capital Markets Day in New York City. ‘Future Forward’ is TP’s strategic initiative to become a next-generation, AI-enabled company. This encompasses fusing cutting-edge technology with human expertise to expand growth and deliver long-term value. By intelligently orchestrating AI with human empathy, judgement and expertise, TP aims to create competitive advantages for its clients through digital integrated business services. TP is launching TP.ai FAB (Foundational AI Backbone), a proprietary AI orchestrationplatform designed to seamlessly integrate artificial intelligence, human expertise, and automation at scale. TP.ai FAB will underpin TP’s three pillar growth strategy: growing the core business with AI: leveraging technology and AI to deliver enhanced client outcomes, strengthen value propositions, and accelerate growth. extending vertical plays: expanding industry-specific solutions, end-to-end AI-enabled offerings and scaling specialized services globally. unlocking new opportunities in AI: accelerating growth in markets across the AI value chain, focusing on data services, technology, consulting, and digital marketing. TP plans to significantly invest over the next three years to accelerate AI deployment supported by a strengthened leadership structure to drive execution. Together, these initiatives position TP to harness the full potential of its human and technological capabilities, expanding the Group’s total addressable market, including new markets, scaling high-margin business models and delivering meaningful value to clients.분석 기사 • May 22Teleperformance's (EPA:TEP) Shareholders Will Receive A Bigger Dividend Than Last YearThe board of Teleperformance SE ( EPA:TEP ) has announced that it will be paying its dividend of €4.20 on the 28th of...공시 • May 21+ 1 more updateTeleperformance SE Approves Ratification of Board AppointmentsTeleperformance SE at its meeting held on May 21, 2025 approved ratification of the appointment of Mrs. Vera Songwe and Mr. Mehdi Ghissassi as directors. These appointments will continue to strengthen the Board’s diversity in terms of experience, expertise, notably in Artificial Intelligence, and nationalities.Upcoming Dividend • May 19Upcoming dividend of €4.20 per shareEligible shareholders must have bought the stock before 26 May 2025. Payment date: 28 May 2025. Payout ratio is a comfortable 48% and this is well supported by cash flows. Trailing yield: 4.4%. Lower than top quartile of French dividend payers (5.4%). Higher than average of industry peers (3.6%).공시 • Apr 30Teleperformance SE to Report First Half, 2025 Results on Jul 31, 2025Teleperformance SE announced that they will report first half, 2025 results on Jul 31, 2025공시 • Apr 10Teleperformance SE, Annual General Meeting, May 22, 2025Teleperformance SE, Annual General Meeting, May 22, 2025. Location: cloud business center, 10 bis rue du quatre septembre, paris FranceMajor Estimate Revision • Mar 09Consensus EPS estimates fall by 15%, revenue upgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from €10.7b to €10.8b. EPS estimate fell from €13.94 to €11.86 per share. Net income forecast to grow 34% next year vs 13% growth forecast for Professional Services industry in France. Consensus price target broadly unchanged at €139. Share price rose 11% to €103 over the past week.Declared Dividend • Mar 03Dividend increased to €4.20Dividend of €4.20 is 9.1% higher than last year. Ex-date: 26th May 2025 Payment date: 28th May 2025 Dividend yield will be 4.5%, which is higher than the industry average of 2.9%. Sustainability & Growth Dividend is well covered by both earnings (48% earnings payout ratio) and cash flows (16% cash payout ratio). The dividend has increased by an average of 18% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 72% over the next 3 years, which should provide support to the dividend and adequate earnings cover.새로운 내러티브 • Mar 02Successful 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. 공시 • Mar 01Teleperformance SE announces Annual dividend, payable on May 28, 2025Teleperformance SE announced Annual dividend of EUR 4.2000 per share payable on May 28, 2025, ex-date on May 26, 2025 and record date on May 27, 2025.Reported Earnings • Feb 28Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: €8.76 (down from €10.27 in FY 2023). Revenue: €10.3b (up 23% from FY 2023). Net income: €523.0m (down 13% from FY 2023). Profit margin: 5.1% (down from 7.2% in FY 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 24%. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Professional Services industry in France. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 34% per year, which means it is performing significantly worse than earnings.공시 • Nov 07+ 1 more updateTeleperformance SE Confirms Earnings Guidance for the Year 2024Teleperformance SE confirmed earnings guidance for the year 2024. For the year, the company expects pro forma revenue growth targets of between +2% and +4% for 2024, with an improvement in EBITA margin before non-recurring items of +10 to +20 basis points, and a sustained growth in net free cash flow allowing deleveraging below 2x.Valuation Update With 7 Day Price Move • Oct 17Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €99.60, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 10x in the Professional Services industry in France. Total loss to shareholders of 70% over the past three years.Reported Earnings • Aug 01First half 2024 earnings released: EPS: €4.85 (vs €4.64 in 1H 2023)First half 2024 results: EPS: €4.85 (up from €4.64 in 1H 2023). Revenue: €5.08b (up 28% from 1H 2023). Net income: €291.0m (up 7.4% from 1H 2023). Profit margin: 5.7% (down from 6.8% in 1H 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Professional Services industry in France. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 32% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Jul 05Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €114, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 11x in the Professional Services industry in France. Total loss to shareholders of 65% over the past three years.Upcoming Dividend • May 21Upcoming dividend of €3.85 per shareEligible shareholders must have bought the stock before 28 May 2024. Payment date: 30 May 2024. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 3.5%. Lower than top quartile of French dividend payers (5.2%). Higher than average of industry peers (3.0%).Valuation Update With 7 Day Price Move • May 07Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €99.58, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 11x in the Professional Services industry in France. Total loss to shareholders of 67% over the past three years.공시 • May 03Teleperformance Se Provides Earnings Guidance for the Full Year 2024Teleperformance SE provided earnings guidance for the full year 2024. for the year, the company expects pro-forma revenue growth of +2% to +4%.공시 • May 01Teleperformance SE to Report First Half, 2024 Results on Jul 30, 2024Teleperformance SE announced that they will report first half, 2024 results on Jul 30, 2024Price Target Changed • Mar 28Price target decreased by 7.9% to €164Down from €178, the current price target is an average from 17 analysts. New target price is 81% above last closing price of €90.68. Stock is down 59% over the past year. The company is forecast to post earnings per share of €12.16 for next year compared to €10.27 last year.Price Target Changed • Mar 11Price target decreased by 8.5% to €178Down from €195, the current price target is an average from 17 analysts. New target price is 108% above last closing price of €86.00. Stock is down 61% over the past year. The company is forecast to post earnings per share of €12.65 for next year compared to €10.27 last year.New Risk • Mar 08New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 88% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (88% net debt to equity). Share price has been volatile over the past 3 months (9.4% average weekly change). Shareholders have been diluted in the past year (4.1% increase in shares outstanding).공시 • Mar 07Teleperformance SE Recommends Dividend for 2023, Payable on May 30, 2024Teleperformance SE announced Board of Directors will recommend that shareholders at the Annual General Meeting on May 23, 2024 approve a 2023 dividend of €3.85 per share, unchanged from the amount paid in respect of 2022. This would correspond to a payout ratio of 38%. Ex-dividend date: May 28, 2024. Dividend payment: May 30, 2024.Reported Earnings • Mar 07Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: €10.27 (down from €10.95 in FY 2022). Revenue: €8.35b (up 2.4% from FY 2022). Net income: €602.0m (down 6.7% from FY 2022). Profit margin: 7.2% (down from 7.9% in FY 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.7%. Earnings per share (EPS) also missed analyst estimates by 7.2%. Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Professional Services industry in France. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 28% per year, which means it is significantly lagging earnings.공시 • Mar 07Teleperformance SE Provides Earnings Guidance for the First Quarter and Year 2024Teleperformance SE provided earnings guidance for the first quarter and year 2024. For the year, the company expects Like-for-like revenue growth of +2% to +4%.For the quarter, Revenue growth is likely to remain limited in the first quarter of 2024, given the highly unfavorable comparatives and the persistently volatile environment.Valuation Update With 7 Day Price Move • Mar 02Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €111, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 12x in the Professional Services industry in France. Total loss to shareholders of 61% over the past three years.공시 • Feb 16Teleperformance Se Announces to Appoint Bhupender Singh as Sole Chief Executive Officer, Starting January 1, 2026Teleperformance SE announced to implements a new governance organization and it also represents a step towards the separation, starting January 1, 2026, of the roles of Chairman of the Board and Chief Executive Officer. On such date, Bhupender Singh will be appointed as sole Chief Executive Officer.공시 • Jan 26Teleperformance Launches Digital Services Arm, TP Infinity, to Better Serve Clients Globally Through Consulting, Design and System Integration ServicesTeleperformance announced the launch of its global digital consulting arm, TP Infinity, designed to deliver a holistic approach to building stronger brands through enhanced customer experience (CX). TP Infinity seeks to address the growing client demand for an integrated approach to CX transformation in today’s experience-led economy. Its comprehensive portfolio spans consulting, technology, data analytics, design and creative services, combining Teleperformance’s growing, global digital CX and transformation services with three independent digital companies integrated through Teleperformance’s recent acquisition of Majorel. These include: IST Networks, a CX technology reseller, system integrator and managed service provider based in Egypt, with operations in Saudi Arabia, UAE and broader EMEA; Findasense, a digital marketing agency based in Spain, with operations in Mexico, Colombia and rest of Latin America; and Junokai, a CX consulting firm based in Germany. TP Infinity team members will support their own clients and work seamlessly in partnership with Teleperformance teams and their clients to enable faster, more efficient and improved business processes that deliver enhanced experiences for customers. TP Infinity is comprised of a diverse team of more than 650 strategists, data lovers, tech enthusiasts, creative masterminds and operations gurus operating in 15 countries across North America, South America, Europe, and Asia who are united by a common purpose: to push the boundaries of CX.Valuation Update With 7 Day Price Move • Jan 24Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €150, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 13x in the Professional Services industry in France. Total loss to shareholders of 44% over the past three years.New Risk • Jan 21New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 7.3% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks High level of debt (52% net debt to equity). Shareholders have been diluted in the past year (7.3% increase in shares outstanding).공시 • Jan 09Teleperformance SE, Annual General Meeting, May 23, 2024Teleperformance SE, Annual General Meeting, May 23, 2024.공시 • Nov 07+ 1 more updateTeleperformance SE to Report Fiscal Year 2023 Results on Feb 28, 2024Teleperformance SE announced that they will report fiscal year 2023 results on Feb 28, 2024Valuation Update With 7 Day Price Move • Oct 26Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €99.10, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 10x in the Professional Services industry in France. Total loss to shareholders of 60% over the past three years.공시 • Oct 18Teleperformance Launches TP Configuration, an Ai-Driven Platform to Enhance Service DeliveryTeleperformance SE announced it has launched a new AI-driven digital solution for clients that enables faster, more efficient, and improved business processes. TP Configuration is an integrated, unified and scalable platform for managing the end-to-end agent lifecycle and improving operational performance. A complete application suite, TP Configuration supports more efficient back-office operations for enhanced customer care, bringing together scattered processes under a single sign-on platform to deliver a 360-degree view of agent performance, the operations floor and customer inquiries. Teleperformance clients using TP Configuration in their programs have seen significant efficiency, accuracy and customer experience benefits across a variety of industries. Programs have experienced up to 35% improvement in turnaround time, up to 40% reduction in customer escalations, and benefited from real-time insights into agent and customer interactions. TP Configuration's single-source platform includes near real-time monitoring and service-level reporting dashboards that deliver a comprehensive view to program operations, including quality management review and auditing, an intelligent workflow process that captures end-to-end tracking and provides automated audit flow; a system to help forecast labor needs and identify attrition risk; and more.공시 • Oct 05Teleperformance Joins the AI Lighthouse ProgramTeleperformance announced it is joining the AI Lighthouse program. Teleperformance will collaborate on the design, development, and deployment of new industry specific generative AI (GenAI) use cases that boost productivity and increase customer and employee satisfaction across front- and back-office capabilities in Customer Service Management (CSM) and IT Service Management (ITSM). Announced in July 2023, AI Lighthouse is a first-of-its kind program to fast-track the development and adoption of enterprise GenAI capabilities. Teleperformance's participation complements the company's launch of TEP GenAI earlier this year. Teleperformance brings de [4]ep experience in CX consultancy, GenAI, engineering, and development to AI Lighthouse. The company's initial focus will be to design and develop new GenAI models to support agent interaction with customers. As the most critical part of customer care, Teleperformance will look to automate therapeutic agent tasks such as case summarization, next steps, and knowledge management for their customer service agents within the AI Lighthouse program.Price Target Changed • Sep 27Price target decreased by 12% to €219Down from €250, the current price target is an average from 16 analysts. New target price is 92% above last closing price of €114. Stock is down 56% over the past year. The company is forecast to post earnings per share of €11.59 for next year compared to €10.95 last year.공시 • Sep 13Teleperformance Launches AI maturity Assessment Toolkit to Help Companies Evaluate Strategies for AI SuccessTeleperformance announced it has launched an Artificial Intelligence (AI) Maturity Assessment Toolkit to help companies understand the capabilities necessary to successfully implement AI to help transform their organization for employees, customers and other key stakeholders. The free AI Maturity Survey is designed to help organizations understand not only the capabilities required for success, but the right combinations of capabilities across data readiness, operational strategies, infrastructure, talent and more. Developed by Teleperformance's AI Solutions Team, the AI Maturity Toolkit benchmarks an organization's AI capabilities across six key pillars that Teleperformance has identified as being critical to integrate AI with high success. This includes data readiness and integration, technology infrastructure, talent and expertise, deployment efficacy, strategy and culture, and continuous improvement. Survey respondents will receive a report benchmarking where their organization is in their AI journey, which they can use to help facilitate discussions within their organization. Teleperformance will also provide a consultation with an AI operations expert.Price Target Changed • Aug 07Price target decreased by 8.3% to €253Down from €276, the current price target is an average from 15 analysts. New target price is 102% above last closing price of €126. Stock is down 60% over the past year. The company is forecast to post earnings per share of €11.50 for next year compared to €10.95 last year.공시 • Aug 03Teleperformance SE (ENXTPA:TEP) announces an Equity Buyback for €500 million worth of its shares.Teleperformance SE (ENXTPA:TEP) announces a share repurchase program. Under the program, the company will repurchase €500 million worth of its shares. The purpose of the repurchase program is to maintain its financial flexibility and to pursue other attractive acquisition opportunities. The repurchased shares will be cancelled. The program will be valid till December 31, 2024.Reported Earnings • Jul 28First half 2023 earnings released: EPS: €4.64 (vs €4.67 in 1H 2022)First half 2023 results: EPS: €4.64 (down from €4.67 in 1H 2022). Revenue: €3.96b (flat on 1H 2022). Net income: €271.0m (down 1.1% from 1H 2022). Profit margin: 6.8% (down from 6.9% in 1H 2022). Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Professional Services industry in France. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.이익 및 매출 성장 예측ENXTPA:TEP - 애널리스트 향후 추정치 및 과거 재무 데이터 (EUR Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/202810,3416091,0601,6581112/31/202710,2265839701,5031512/31/202610,0495338511,5591412/31/202510,2094971,3611,614N/A9/30/202510,2654891,3721,622N/A6/30/202510,3204811,3821,630N/A3/31/202510,3005021,4881,722N/A12/31/202410,2805231,5941,813N/A9/30/20249,8715681,4711,685N/A6/30/20249,4616121,3471,556N/A3/31/20248,9036021,2451,466N/A12/31/20238,3455921,1421,375N/A9/30/20238,2576161,0761,322N/A6/30/20238,1696401,0091,268N/A3/31/20238,1626421,0031,281N/A12/31/20228,1556439961,294N/A9/30/20227,8926109571,247N/A6/30/20227,6305769171,200N/A3/31/20227,3735679131,171N/A12/31/20217,1155579091,141N/A9/30/20216,8095378881,123N/A6/30/20216,5035168671,105N/A3/31/20216,1184207991,047N/A12/31/20205,732324731989N/A9/30/20205,592321664929N/A6/30/20205,451318597868N/A3/31/20205,403359583845N/A12/31/20195,355400569821N/A9/30/20195,145367N/A741N/A6/30/20194,935334N/A660N/A3/31/20194,688323N/A592N/A12/31/20184,441312N/A523N/A9/30/20184,305316N/A512N/A6/30/20184,169319N/A500N/A3/31/20184,175316N/A508N/A12/31/20174,180312N/A516N/A9/30/20174,111278N/A526N/A6/30/20174,041244N/A536N/A3/31/20173,845229N/A498N/A12/31/20163,649214N/A459N/A9/30/20163,539209N/A428N/A6/30/20163,429203N/A397N/A3/31/20163,414202N/A394N/A12/31/20153,398200N/A391N/A9/30/20153,285188N/A348N/A6/30/20153,171176N/A304N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: TEP 의 연간 예상 수익 증가율(7%)이 saving rate(2.5%)보다 높습니다.수익 vs 시장: TEP 의 연간 수익(7%)이 French 시장(12.4%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: TEP 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: TEP 의 수익(연간 0.5%)이 French 시장(연간 5.6%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: TEP 의 수익(연간 0.5%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: TEP의 자본 수익률은 3년 후 17.1%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YCommercial-services 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/20 02:38종가2026/05/20 00:00수익2025/12/31연간 수익2025/12/31데이터 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 소스Teleperformance SE는 31명의 분석가가 다루고 있습니다. 이 중 15명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Carl RaynsfordBerenbergWilliam KirknessBernsteinLaurent GelebartBNP Paribas28명의 분석가 더 보기
Price Target Changed • Mar 24Price target decreased by 7.9% to €81.87Down from €88.93, the current price target is an average from 15 analysts. New target price is 78% above last closing price of €46.05. Stock is down 51% over the past year. The company is forecast to post earnings per share of €9.38 for next year compared to €8.48 last year.
공시 • Nov 06Teleperformance SE Updates Earnings Guidance for the Year 2025Teleperformance SE updated earnings guidance for the year 2025. For the year, the company expects Group LFL revenue growth between +1.0% and +2.0% (vs. the lower end of the +2% to +4% range).
Major Estimate Revision • Aug 08Consensus EPS estimates fall by 10%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from €10.5b to €10.3b. EPS estimate also fell from €11.25 per share to €10.09 per share. Net income forecast to grow 38% next year vs 0.1% growth forecast for Professional Services industry in France. Consensus price target down from €132 to €120. Share price rose 3.4% to €70.32 over the past week.
Price Target Changed • Aug 06Price target decreased by 8.2% to €121Down from €132, the current price target is an average from 15 analysts. New target price is 78% above last closing price of €68.00. Stock is down 35% over the past year. The company is forecast to post earnings per share of €10.17 for next year compared to €8.76 last year.
Major Estimate Revision • Mar 09Consensus EPS estimates fall by 15%, revenue upgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from €10.7b to €10.8b. EPS estimate fell from €13.94 to €11.86 per share. Net income forecast to grow 34% next year vs 13% growth forecast for Professional Services industry in France. Consensus price target broadly unchanged at €139. Share price rose 11% to €103 over the past week.
공시 • Nov 07+ 1 more updateTeleperformance SE Confirms Earnings Guidance for the Year 2024Teleperformance SE confirmed earnings guidance for the year 2024. For the year, the company expects pro forma revenue growth targets of between +2% and +4% for 2024, with an improvement in EBITA margin before non-recurring items of +10 to +20 basis points, and a sustained growth in net free cash flow allowing deleveraging below 2x.
Upcoming Dividend • May 19Upcoming dividend of €4.50 per shareEligible shareholders must have bought the stock before 26 May 2026. Payment date: 28 May 2026. Payout ratio is a comfortable 53% and this is well supported by cash flows. Trailing yield: 6.0%. Within top quartile of French dividend payers (5.5%). Higher than average of industry peers (4.0%).
Valuation Update With 7 Day Price Move • May 05Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €63.58, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 10x in the Professional Services industry in France. Total loss to shareholders of 57% over the past three years.
내러티브 업데이트 • May 04TEP: Reset P/E And €97 Anchor Will Support Future Re RatingTeleperformance'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.
내러티브 업데이트 • Apr 20TEP: Revenue Execution And Cost Discipline Will Support Future Re Rating PotentialAnalysts 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.
내러티브 업데이트 • Apr 05TEP: Reset P/E Framework And €97 Anchor Will Support Re RatingAnalysts 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.
Price Target Changed • Mar 24Price target decreased by 7.9% to €81.87Down from €88.93, the current price target is an average from 15 analysts. New target price is 78% above last closing price of €46.05. Stock is down 51% over the past year. The company is forecast to post earnings per share of €9.38 for next year compared to €8.48 last year.
공시 • Mar 23Teleperformance SE(ENXTPA:TEP) dropped from FTSE All-World Index (USD)Teleperformance SE(ENXTPA:TEP) dropped from FTSE All-World Index (USD)
내러티브 업데이트 • Mar 22TEP: Reset Expectations And Cost Discipline Will Support Future Re Rating PotentialAnalysts 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.
내러티브 업데이트 • Mar 08TEP: Reset P/E Framework And €97 Reference Point Will Support Re RatingAnalysts 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.
Declared Dividend • Mar 05Dividend increased to €4.50Dividend of €4.50 is 7.1% higher than last year. Ex-date: 26th May 2026 Payment date: 28th May 2026 Dividend yield will be 7.7%, which is higher than the industry average of 2.9%. Sustainability & Growth Dividend is covered by both earnings (53% earnings payout ratio) and cash flows (19% cash payout ratio). The dividend has increased by an average of 17% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 26% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 27Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: €8.47 (down from €8.76 in FY 2024). Revenue: €10.2b (flat on FY 2024). Net income: €497.0m (down 5.0% from FY 2024). Profit margin: 4.9% (down from 5.1% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 9.2%. Revenue is forecast to stay flat during the next 3 years compared to a 3.4% growth forecast for the Professional Services industry in France. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has fallen by 41% per year, which means it is performing significantly worse than earnings.
공시 • Feb 27+ 2 more updatesTeleperformance SE Proposes to Increase the Dividend, Payable on 28 May 2026Teleperformance SE announced proposal to increase the dividend from €4.20 to €4.50 per share, subject to shareholders’ approval at the upcoming Annual Meeting to be held on 21 May 2026. Ex-dividend date is 26 May 2026. Dividend payment date is 28 May 2026.
내러티브 업데이트 • Feb 21TEP: Cautious Assumptions Will Still Support Future Re Rating PotentialAnalysts 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.
내러티브 업데이트 • Feb 07TEP: Higher Discount Rate Will Set Up Potential Re Rating OpportunityAnalysts 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.
내러티브 업데이트 • Jan 24TEP: Future Earnings Guidance Reset Will Create A More Attractive EntryAnalysts 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.
공시 • Jan 13Teleperformance SE to Report Fiscal Year 2025 Results on Feb 26, 2026Teleperformance SE announced that they will report fiscal year 2025 results at 5:40 PM, Central European Standard Time on Feb 26, 2026
내러티브 업데이트 • Jan 10TEP: Public Sector Framework Wins Will Support Future Re Rating PotentialAnalysts 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.
내러티브 업데이트 • Dec 26TEP: Public Sector Wins Will Support Future Re Rating PotentialAnalysts 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.
내러티브 업데이트 • Dec 12TEP: Future Public Sector Wins Will Drive Re Rating PotentialAnalysts 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.
분석 기사 • Dec 06Investors 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...
내러티브 업데이트 • Nov 27TEP: Future Public Sector Wins Will Improve Market PerceptionAnalysts 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.
내러티브 업데이트 • Nov 11TEP: Future Public Sector Expansion Will Drive Market ReassessmentNarrative 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.
공시 • Nov 06Teleperformance SE Updates Earnings Guidance for the Year 2025Teleperformance SE updated earnings guidance for the year 2025. For the year, the company expects Group LFL revenue growth between +1.0% and +2.0% (vs. the lower end of the +2% to +4% range).
공시 • Nov 05Teleperformance SE to Report Fiscal Year 2025 Results on Feb 26, 2026Teleperformance SE announced that they will report fiscal year 2025 results on Feb 26, 2026
내러티브 업데이트 • Oct 28AI Advances And Global Footprint Will Shape Service Industry OutlookTeleperformance'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.
내러티브 업데이트 • Oct 14Advanced AI And Global Expansion Will Reshape ServicesAnalysts 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.
내러티브 업데이트 • Sep 13Advanced AI And Global Expansion Will Reshape ServicesAnalysts 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.
Major Estimate Revision • Aug 08Consensus EPS estimates fall by 10%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from €10.5b to €10.3b. EPS estimate also fell from €11.25 per share to €10.09 per share. Net income forecast to grow 38% next year vs 0.1% growth forecast for Professional Services industry in France. Consensus price target down from €132 to €120. Share price rose 3.4% to €70.32 over the past week.
내러티브 업데이트 • Aug 07Advanced AI And Global Expansion Will Reshape ServicesTeleperformance’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.
Valuation Update With 7 Day Price Move • Aug 07Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to €68.00, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 15x in the Professional Services industry in France. Total loss to shareholders of 76% over the past three years.
Price Target Changed • Aug 06Price target decreased by 8.2% to €121Down from €132, the current price target is an average from 15 analysts. New target price is 78% above last closing price of €68.00. Stock is down 35% over the past year. The company is forecast to post earnings per share of €10.17 for next year compared to €8.76 last year.
분석 기사 • Aug 03We Think Teleperformance (EPA:TEP) Is Taking Some Risk With Its DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
New Risk • Aug 01New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of French stocks, typically moving 6.2% 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: Minor Risks High level of debt (93% net debt to equity). Share price has been volatile over the past 3 months (6.2% average weekly change).
Reported Earnings • Aug 01First half 2025 earnings released: EPS: €4.21 (vs €4.85 in 1H 2024)First half 2025 results: EPS: €4.21 (down from €4.85 in 1H 2024). Revenue: €5.12b (flat on 1H 2024). Net income: €249.0m (down 14% from 1H 2024). Profit margin: 4.9% (down from 5.7% in 1H 2024). Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Professional Services industry in France. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has fallen by 40% per year, which means it is performing significantly worse than earnings.
분석 기사 • Jul 01Market Cool On Teleperformance SE's (EPA:TEP) EarningsWith a price-to-earnings (or "P/E") ratio of 9.3x Teleperformance SE ( EPA:TEP ) may be sending bullish signals at the...
Valuation Update With 7 Day Price Move • Jun 19Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €78.54, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 12x in the Professional Services industry in France. Total loss to shareholders of 69% over the past three years.
공시 • Jun 18+ 2 more updatesTP Launches TP.ai FAB (Foundational AI Backbone)TP unveils ‘Future Forward,’ its new strategic plan at a Capital Markets Day in New York City. ‘Future Forward’ is TP’s strategic initiative to become a next-generation, AI-enabled company. This encompasses fusing cutting-edge technology with human expertise to expand growth and deliver long-term value. By intelligently orchestrating AI with human empathy, judgement and expertise, TP aims to create competitive advantages for its clients through digital integrated business services. TP is launching TP.ai FAB (Foundational AI Backbone), a proprietary AI orchestrationplatform designed to seamlessly integrate artificial intelligence, human expertise, and automation at scale. TP.ai FAB will underpin TP’s three pillar growth strategy: growing the core business with AI: leveraging technology and AI to deliver enhanced client outcomes, strengthen value propositions, and accelerate growth. extending vertical plays: expanding industry-specific solutions, end-to-end AI-enabled offerings and scaling specialized services globally. unlocking new opportunities in AI: accelerating growth in markets across the AI value chain, focusing on data services, technology, consulting, and digital marketing. TP plans to significantly invest over the next three years to accelerate AI deployment supported by a strengthened leadership structure to drive execution. Together, these initiatives position TP to harness the full potential of its human and technological capabilities, expanding the Group’s total addressable market, including new markets, scaling high-margin business models and delivering meaningful value to clients.
분석 기사 • May 22Teleperformance's (EPA:TEP) Shareholders Will Receive A Bigger Dividend Than Last YearThe board of Teleperformance SE ( EPA:TEP ) has announced that it will be paying its dividend of €4.20 on the 28th of...
공시 • May 21+ 1 more updateTeleperformance SE Approves Ratification of Board AppointmentsTeleperformance SE at its meeting held on May 21, 2025 approved ratification of the appointment of Mrs. Vera Songwe and Mr. Mehdi Ghissassi as directors. These appointments will continue to strengthen the Board’s diversity in terms of experience, expertise, notably in Artificial Intelligence, and nationalities.
Upcoming Dividend • May 19Upcoming dividend of €4.20 per shareEligible shareholders must have bought the stock before 26 May 2025. Payment date: 28 May 2025. Payout ratio is a comfortable 48% and this is well supported by cash flows. Trailing yield: 4.4%. Lower than top quartile of French dividend payers (5.4%). Higher than average of industry peers (3.6%).
공시 • Apr 30Teleperformance SE to Report First Half, 2025 Results on Jul 31, 2025Teleperformance SE announced that they will report first half, 2025 results on Jul 31, 2025
공시 • Apr 10Teleperformance SE, Annual General Meeting, May 22, 2025Teleperformance SE, Annual General Meeting, May 22, 2025. Location: cloud business center, 10 bis rue du quatre septembre, paris France
Major Estimate Revision • Mar 09Consensus EPS estimates fall by 15%, revenue upgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from €10.7b to €10.8b. EPS estimate fell from €13.94 to €11.86 per share. Net income forecast to grow 34% next year vs 13% growth forecast for Professional Services industry in France. Consensus price target broadly unchanged at €139. Share price rose 11% to €103 over the past week.
Declared Dividend • Mar 03Dividend increased to €4.20Dividend of €4.20 is 9.1% higher than last year. Ex-date: 26th May 2025 Payment date: 28th May 2025 Dividend yield will be 4.5%, which is higher than the industry average of 2.9%. Sustainability & Growth Dividend is well covered by both earnings (48% earnings payout ratio) and cash flows (16% cash payout ratio). The dividend has increased by an average of 18% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 72% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
새로운 내러티브 • Mar 02Successful 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.
공시 • Mar 01Teleperformance SE announces Annual dividend, payable on May 28, 2025Teleperformance SE announced Annual dividend of EUR 4.2000 per share payable on May 28, 2025, ex-date on May 26, 2025 and record date on May 27, 2025.
Reported Earnings • Feb 28Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: €8.76 (down from €10.27 in FY 2023). Revenue: €10.3b (up 23% from FY 2023). Net income: €523.0m (down 13% from FY 2023). Profit margin: 5.1% (down from 7.2% in FY 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 24%. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Professional Services industry in France. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 34% per year, which means it is performing significantly worse than earnings.
공시 • Nov 07+ 1 more updateTeleperformance SE Confirms Earnings Guidance for the Year 2024Teleperformance SE confirmed earnings guidance for the year 2024. For the year, the company expects pro forma revenue growth targets of between +2% and +4% for 2024, with an improvement in EBITA margin before non-recurring items of +10 to +20 basis points, and a sustained growth in net free cash flow allowing deleveraging below 2x.
Valuation Update With 7 Day Price Move • Oct 17Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €99.60, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 10x in the Professional Services industry in France. Total loss to shareholders of 70% over the past three years.
Reported Earnings • Aug 01First half 2024 earnings released: EPS: €4.85 (vs €4.64 in 1H 2023)First half 2024 results: EPS: €4.85 (up from €4.64 in 1H 2023). Revenue: €5.08b (up 28% from 1H 2023). Net income: €291.0m (up 7.4% from 1H 2023). Profit margin: 5.7% (down from 6.8% in 1H 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Professional Services industry in France. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 32% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Jul 05Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €114, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 11x in the Professional Services industry in France. Total loss to shareholders of 65% over the past three years.
Upcoming Dividend • May 21Upcoming dividend of €3.85 per shareEligible shareholders must have bought the stock before 28 May 2024. Payment date: 30 May 2024. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 3.5%. Lower than top quartile of French dividend payers (5.2%). Higher than average of industry peers (3.0%).
Valuation Update With 7 Day Price Move • May 07Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €99.58, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 11x in the Professional Services industry in France. Total loss to shareholders of 67% over the past three years.
공시 • May 03Teleperformance Se Provides Earnings Guidance for the Full Year 2024Teleperformance SE provided earnings guidance for the full year 2024. for the year, the company expects pro-forma revenue growth of +2% to +4%.
공시 • May 01Teleperformance SE to Report First Half, 2024 Results on Jul 30, 2024Teleperformance SE announced that they will report first half, 2024 results on Jul 30, 2024
Price Target Changed • Mar 28Price target decreased by 7.9% to €164Down from €178, the current price target is an average from 17 analysts. New target price is 81% above last closing price of €90.68. Stock is down 59% over the past year. The company is forecast to post earnings per share of €12.16 for next year compared to €10.27 last year.
Price Target Changed • Mar 11Price target decreased by 8.5% to €178Down from €195, the current price target is an average from 17 analysts. New target price is 108% above last closing price of €86.00. Stock is down 61% over the past year. The company is forecast to post earnings per share of €12.65 for next year compared to €10.27 last year.
New Risk • Mar 08New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 88% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (88% net debt to equity). Share price has been volatile over the past 3 months (9.4% average weekly change). Shareholders have been diluted in the past year (4.1% increase in shares outstanding).
공시 • Mar 07Teleperformance SE Recommends Dividend for 2023, Payable on May 30, 2024Teleperformance SE announced Board of Directors will recommend that shareholders at the Annual General Meeting on May 23, 2024 approve a 2023 dividend of €3.85 per share, unchanged from the amount paid in respect of 2022. This would correspond to a payout ratio of 38%. Ex-dividend date: May 28, 2024. Dividend payment: May 30, 2024.
Reported Earnings • Mar 07Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: €10.27 (down from €10.95 in FY 2022). Revenue: €8.35b (up 2.4% from FY 2022). Net income: €602.0m (down 6.7% from FY 2022). Profit margin: 7.2% (down from 7.9% in FY 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.7%. Earnings per share (EPS) also missed analyst estimates by 7.2%. Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Professional Services industry in France. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 28% per year, which means it is significantly lagging earnings.
공시 • Mar 07Teleperformance SE Provides Earnings Guidance for the First Quarter and Year 2024Teleperformance SE provided earnings guidance for the first quarter and year 2024. For the year, the company expects Like-for-like revenue growth of +2% to +4%.For the quarter, Revenue growth is likely to remain limited in the first quarter of 2024, given the highly unfavorable comparatives and the persistently volatile environment.
Valuation Update With 7 Day Price Move • Mar 02Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €111, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 12x in the Professional Services industry in France. Total loss to shareholders of 61% over the past three years.
공시 • Feb 16Teleperformance Se Announces to Appoint Bhupender Singh as Sole Chief Executive Officer, Starting January 1, 2026Teleperformance SE announced to implements a new governance organization and it also represents a step towards the separation, starting January 1, 2026, of the roles of Chairman of the Board and Chief Executive Officer. On such date, Bhupender Singh will be appointed as sole Chief Executive Officer.
공시 • Jan 26Teleperformance Launches Digital Services Arm, TP Infinity, to Better Serve Clients Globally Through Consulting, Design and System Integration ServicesTeleperformance announced the launch of its global digital consulting arm, TP Infinity, designed to deliver a holistic approach to building stronger brands through enhanced customer experience (CX). TP Infinity seeks to address the growing client demand for an integrated approach to CX transformation in today’s experience-led economy. Its comprehensive portfolio spans consulting, technology, data analytics, design and creative services, combining Teleperformance’s growing, global digital CX and transformation services with three independent digital companies integrated through Teleperformance’s recent acquisition of Majorel. These include: IST Networks, a CX technology reseller, system integrator and managed service provider based in Egypt, with operations in Saudi Arabia, UAE and broader EMEA; Findasense, a digital marketing agency based in Spain, with operations in Mexico, Colombia and rest of Latin America; and Junokai, a CX consulting firm based in Germany. TP Infinity team members will support their own clients and work seamlessly in partnership with Teleperformance teams and their clients to enable faster, more efficient and improved business processes that deliver enhanced experiences for customers. TP Infinity is comprised of a diverse team of more than 650 strategists, data lovers, tech enthusiasts, creative masterminds and operations gurus operating in 15 countries across North America, South America, Europe, and Asia who are united by a common purpose: to push the boundaries of CX.
Valuation Update With 7 Day Price Move • Jan 24Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €150, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 13x in the Professional Services industry in France. Total loss to shareholders of 44% over the past three years.
New Risk • Jan 21New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 7.3% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks High level of debt (52% net debt to equity). Shareholders have been diluted in the past year (7.3% increase in shares outstanding).
공시 • Jan 09Teleperformance SE, Annual General Meeting, May 23, 2024Teleperformance SE, Annual General Meeting, May 23, 2024.
공시 • Nov 07+ 1 more updateTeleperformance SE to Report Fiscal Year 2023 Results on Feb 28, 2024Teleperformance SE announced that they will report fiscal year 2023 results on Feb 28, 2024
Valuation Update With 7 Day Price Move • Oct 26Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €99.10, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 10x in the Professional Services industry in France. Total loss to shareholders of 60% over the past three years.
공시 • Oct 18Teleperformance Launches TP Configuration, an Ai-Driven Platform to Enhance Service DeliveryTeleperformance SE announced it has launched a new AI-driven digital solution for clients that enables faster, more efficient, and improved business processes. TP Configuration is an integrated, unified and scalable platform for managing the end-to-end agent lifecycle and improving operational performance. A complete application suite, TP Configuration supports more efficient back-office operations for enhanced customer care, bringing together scattered processes under a single sign-on platform to deliver a 360-degree view of agent performance, the operations floor and customer inquiries. Teleperformance clients using TP Configuration in their programs have seen significant efficiency, accuracy and customer experience benefits across a variety of industries. Programs have experienced up to 35% improvement in turnaround time, up to 40% reduction in customer escalations, and benefited from real-time insights into agent and customer interactions. TP Configuration's single-source platform includes near real-time monitoring and service-level reporting dashboards that deliver a comprehensive view to program operations, including quality management review and auditing, an intelligent workflow process that captures end-to-end tracking and provides automated audit flow; a system to help forecast labor needs and identify attrition risk; and more.
공시 • Oct 05Teleperformance Joins the AI Lighthouse ProgramTeleperformance announced it is joining the AI Lighthouse program. Teleperformance will collaborate on the design, development, and deployment of new industry specific generative AI (GenAI) use cases that boost productivity and increase customer and employee satisfaction across front- and back-office capabilities in Customer Service Management (CSM) and IT Service Management (ITSM). Announced in July 2023, AI Lighthouse is a first-of-its kind program to fast-track the development and adoption of enterprise GenAI capabilities. Teleperformance's participation complements the company's launch of TEP GenAI earlier this year. Teleperformance brings de [4]ep experience in CX consultancy, GenAI, engineering, and development to AI Lighthouse. The company's initial focus will be to design and develop new GenAI models to support agent interaction with customers. As the most critical part of customer care, Teleperformance will look to automate therapeutic agent tasks such as case summarization, next steps, and knowledge management for their customer service agents within the AI Lighthouse program.
Price Target Changed • Sep 27Price target decreased by 12% to €219Down from €250, the current price target is an average from 16 analysts. New target price is 92% above last closing price of €114. Stock is down 56% over the past year. The company is forecast to post earnings per share of €11.59 for next year compared to €10.95 last year.
공시 • Sep 13Teleperformance Launches AI maturity Assessment Toolkit to Help Companies Evaluate Strategies for AI SuccessTeleperformance announced it has launched an Artificial Intelligence (AI) Maturity Assessment Toolkit to help companies understand the capabilities necessary to successfully implement AI to help transform their organization for employees, customers and other key stakeholders. The free AI Maturity Survey is designed to help organizations understand not only the capabilities required for success, but the right combinations of capabilities across data readiness, operational strategies, infrastructure, talent and more. Developed by Teleperformance's AI Solutions Team, the AI Maturity Toolkit benchmarks an organization's AI capabilities across six key pillars that Teleperformance has identified as being critical to integrate AI with high success. This includes data readiness and integration, technology infrastructure, talent and expertise, deployment efficacy, strategy and culture, and continuous improvement. Survey respondents will receive a report benchmarking where their organization is in their AI journey, which they can use to help facilitate discussions within their organization. Teleperformance will also provide a consultation with an AI operations expert.
Price Target Changed • Aug 07Price target decreased by 8.3% to €253Down from €276, the current price target is an average from 15 analysts. New target price is 102% above last closing price of €126. Stock is down 60% over the past year. The company is forecast to post earnings per share of €11.50 for next year compared to €10.95 last year.
공시 • Aug 03Teleperformance SE (ENXTPA:TEP) announces an Equity Buyback for €500 million worth of its shares.Teleperformance SE (ENXTPA:TEP) announces a share repurchase program. Under the program, the company will repurchase €500 million worth of its shares. The purpose of the repurchase program is to maintain its financial flexibility and to pursue other attractive acquisition opportunities. The repurchased shares will be cancelled. The program will be valid till December 31, 2024.
Reported Earnings • Jul 28First half 2023 earnings released: EPS: €4.64 (vs €4.67 in 1H 2022)First half 2023 results: EPS: €4.64 (down from €4.67 in 1H 2022). Revenue: €3.96b (flat on 1H 2022). Net income: €271.0m (down 1.1% from 1H 2022). Profit margin: 6.8% (down from 6.9% in 1H 2022). Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Professional Services industry in France. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.
