TPG Telecom Limited provides telecommunication services to residential users, small businesses, corporate, government, and wholesale customers in Australia and internationally.
Acceptable track record and slightly overvalued.
Share Price & News
How has TPG Telecom's share price performed over time and what events caused price changes?
Latest Share Price and Events
Stable Share Price: YST's share price has been volatile over the past 3 months.
7 Day Return
1 Year Return
Return vs Industry: YST exceeded the German Telecom industry which returned -1.4% over the past year.
Return vs Market: YST exceeded the German Market which returned -0.2% over the past year.
Price Volatility Vs. Market
How volatile is TPG Telecom's share price compared to the market and industry in the last 5 years?
Simply Wall St News
No news available
Is TPG Telecom undervalued compared to its fair value and its price relative to the market?
Undervalued compared to fair value
Share Price vs. Fair Value
Below Fair Value: YST (€5.3) is trading below our estimate of fair value (€27.48)
Significantly Below Fair Value: YST is trading below fair value by more than 20%.
Price To Earnings Ratio
PE vs Industry: YST is poor value based on its PE Ratio (30.5x) compared to the Telecom industry average (2.6x).
PE vs Market: YST is poor value based on its PE Ratio (30.5x) compared to the German market (19.7x).
Price to Earnings Growth Ratio
PEG Ratio: YST's earnings are forecast to decline next year, so we can't calculate its PEG ratio.
Price to Book Ratio
PB vs Industry: YST is overvalued based on its PB Ratio (2.8x) compared to the DE Telecom industry average (1.3x).
How is TPG Telecom forecast to perform in the next 1 to 3 years based on estimates from 11 analysts?
Forecasted annual earnings growth
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: YST's earnings are forecast to decline over the next 3 years (-3.7% per year).
Earnings vs Market: YST's earnings are forecast to decline over the next 3 years (-3.7% per year).
High Growth Earnings: YST's earnings are forecast to decline over the next 3 years.
Revenue vs Market: YST's revenue (3.5% per year) is forecast to grow slower than the German market (5.8% per year).
High Growth Revenue: YST's revenue (3.5% per year) is forecast to grow slower than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: YST's Return on Equity is forecast to be low in 3 years time (7.2%).
How has TPG Telecom performed over the past 5 years?
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: YST has high quality earnings.
Growing Profit Margin: YST's current net profit margins (10.9%) are higher than last year (9.9%).
Past Earnings Growth Analysis
Earnings Trend: YST's earnings have declined by -0.7% per year over the past 5 years.
Accelerating Growth: YST's earnings growth over the past year (10.5%) exceeds its 5-year average (-0.7% per year).
Earnings vs Industry: YST earnings growth over the past year (10.5%) underperformed the Telecom industry 140.7%.
Return on Equity
High ROE: YST's Return on Equity (9.1%) is considered low.
How is TPG Telecom's financial position?
Financial Position Analysis
Short Term Liabilities: YST's short term assets (A$242.4M) do not cover its short term liabilities (A$560.2M).
Long Term Liabilities: YST's short term assets (A$242.4M) do not cover its long term liabilities (A$1.9B).
Debt to Equity History and Analysis
Debt Level: YST's debt to equity ratio (59.5%) is considered high.
Reducing Debt: YST's debt to equity ratio has increased from 32.7% to 59.5% over the past 5 years.
Debt Coverage: YST's debt is well covered by operating cash flow (39.9%).
Interest Coverage: YST's interest payments on its debt are well covered by EBIT (8.9x coverage).
What is TPG Telecom current dividend yield, its reliability and sustainability?
Current Dividend Yield
Dividend Yield vs Market
Notable Dividend: YST's dividend (0.67%) isn’t notable compared to the bottom 25% of dividend payers in the German market (1.31%).
High Dividend: YST's dividend (0.67%) is low compared to the top 25% of dividend payers in the German market (3.86%).
Stability and Growth of Payments
Stable Dividend: YST is not paying a notable dividend for the German market, therefore no need to check if payments are stable.
Growing Dividend: YST is not paying a notable dividend for the German market, therefore no need to check if payments are increasing.
Current Payout to Shareholders
Dividend Coverage: YST is not paying a notable dividend for the German market.
Future Payout to Shareholders
Future Dividend Coverage: No need to calculate the sustainability of YST's dividend in 3 years as they are not forecast to pay a notable one for the German market.
How experienced are the management team and are they aligned to shareholders interests?
Average board tenure
David Teoh (64yo)
Mr. David Teoh has been the Chief Executive Officer of TPG Telecom Limited (formerly, SP Telecommunications Ltd.) since April 7, 2008 and TPG Holdings Pty Ltd. since 1986. Mr. Teoh is the founder and Chie ...
CEO Compensation Analysis
Compensation vs Market: David's total compensation ($USD2.12M) is below average for companies of similar size in the German market ($USD3.23M).
Compensation vs Earnings: David's compensation has been consistent with company performance over the past year.
|Executive Chairman & CEO||no data||AU$3.09m||34.31% A$1.7b|
|Non-Executive Director||20.42yrs||AU$99.00k||0.90% A$45.5m|
|Independent Non-Executive Director||20.42yrs||AU$110.00k||0.0092% A$462.4k|
|Independent Non-Executive Director||12.17yrs||AU$99.00k||0.011% A$561.2k|
|Non-Executive Director||8.42yrs||AU$93.00k||0.014% A$724.1k|
Experienced Board: YST's board of directors are seasoned and experienced ( 12.2 years average tenure).
Who are the major shareholders and have insiders been buying or selling?
Insider Trading Volume
Insider Buying: YST insiders have bought more shares than they have sold in the past 3 months.
Recent Insider Transactions
Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.
TPG Telecom Limited's company bio, employee growth, exchange listings and data sources
- Name: TPG Telecom Limited
- Ticker: YST
- Exchange: DB
- Founded: 2000
- Industry: Integrated Telecommunication Services
- Sector: Telecom
- Market Cap: AU$8.248b
- Listing Market Cap: AU$5.042b
- Shares outstanding: 927.81m
- Website: https://www.tpg.com.au
Number of Employees
- TPG Telecom Limited
- 65 Waterloo Road
- Macquarie Park
- New South Wales
|Ticker||Exchange||Primary Security||Security Type||Country||Currency||Listed on|
|TPM||ASX (Australian Securities Exchange)||Yes||Ordinary Shares||AU||AUD||May 2001|
|YST||DB (Deutsche Boerse AG)||Yes||Ordinary Shares||DE||EUR||May 2001|
|TPM||CHIA (Chi-X Australia)||Yes||Ordinary Shares||AU||AUD||May 2001|
|TPPT.Y||OTCPK (Pink Sheets LLC)||ADR||US||USD||Jul 2015|
TPG Telecom Limited provides telecommunication services to residential users, small businesses, corporate, government, and wholesale customers in Australia and internationally. The company offers ADSL2+, NBN, and fibre to the building plans; SIM only mobile plans; and phone plans. It also provides various bundle plans; Internet products; and POP3 and Internet message access protocol email accounts. In addition, it offers dark fiber, point-to-point Ethernet, Ethernet multipoint connectivity, and Internet protocol virtual private network, and wavelength services; SIP and inbound voice, ISDN PRI and PSTN, and BizPhone services; and private cloud, national AWS connect, and co-location services. The company was formerly known as SP Telemedia Limited and changed its name to TPG Telecom Limited in December 2009. TPG Telecom Limited was incorporated in 2000 and is based in Macquarie Park, Australia.
Company Analysis and Financial Data Status
|Data||Last Updated (UTC time)|
|Company Analysis||2020/06/29 02:01|
|End of Day Share Price||2020/06/26 00:00|
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.