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Talend

Nasdaq:TLND
Snowflake Description

Adequate balance sheet and overvalued.

The Snowflake is generated from 30 checks in 5 different areas, read more below.
TLND
Nasdaq
$1B
Market Cap
  1. Home
  2. US
  3. Software
Company description

Talend S.A. provides software platform to address IT integration needs in various industries in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. The last earnings update was 67 days ago. More info.


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  • Talend has significant price volatility in the past 3 months.
TLND Share Price and Events
7 Day Returns
-0.7%
NasdaqGM:TLND
1.8%
US Software
0.8%
US Market
1 Year Returns
-41.4%
NasdaqGM:TLND
26.1%
US Software
4.8%
US Market
TLND Shareholder Return
  7 Day 30 Day 90 Day 1 Year 3 Year 5 Year
Talend (TLND) -0.7% -8.9% -28.5% -41.4% - -
US Software 1.8% 6.6% 9.9% 26.1% 127.5% 164.7%
US Market 0.8% 4.3% 2.8% 4.8% 37.9% 43.5%
1 Year Return vs Industry and Market
  • TLND underperformed the Software industry which returned 26.1% over the past year.
  • TLND underperformed the Market in United States of America which returned 4.8% over the past year.
Price Volatility
TLND
Industry
5yr Volatility vs Market

TLND Value

 Is Talend undervalued based on future cash flows and its price relative to the stock market?

Value is all about what a company is worth versus what price it is available for. If you went into a grocery store and all the bananas were on sale at half price, they could be considered undervalued.
INTRINSIC VALUE BASED ON FUTURE CASH FLOWS
Here we compare the current share price of Talend to its discounted cash flow analysis.value.

The discounted cash flow value is simply looking at what the company is worth today, based on estimates of how much money it is expected to make in the future.
Raw Data

Below are the data sources, inputs and calculation used to determine the intrinsic value for Talend.

NasdaqGM:TLND Discounted Cash Flow Data Sources
Data Point Source Value
Valuation Model 2 Stage Free Cash Flow to Equity
Levered Free Cash Flow Average of 6 Analyst Estimates (S&P Global) See below
Discount Rate (Cost of Equity) See below 9.3%
Perpetual Growth Rate 10-Year US Government Bond Rate 2.7%

An important part of a discounted cash flow is the discount rate, below we explain how it has been calculated.

Calculation of Discount Rate/ Cost of Equity for NasdaqGM:TLND
Data Point Calculation/ Source Result
Risk-Free Rate 10-Year US Govt Bond Rate 2.7%
Equity Risk Premium S&P Global 6%
Software Unlevered Beta Simply Wall St/ S&P Global 1.12
Re-levered Beta = Unlevered beta (1 + (1- tax rate) (Debt/Equity))
= 1.12 (1 + (1- 21%) (2.86%))
1.097
Levered Beta Levered Beta limited to 0.8 to 2.0
(practical range for a stable firm)
1.1
Discount Rate/ Cost of Equity = Cost of Equity = Risk Free Rate + (Levered Beta * Equity Risk Premium)
= 2.73% + (1.097 * 5.96%)
9.27%

Discounted Cash Flow Calculation for NasdaqGM:TLND using 2 Stage Free Cash Flow to Equity Model

The calculations below outline how an intrinsic value for Talend is arrived at by discounting future cash flows to their present value using the 2 stage method. We try to start with analysts estimates of free cash flow, however if these are not available we use the most recent financial results. In the 1st stage we continue to grow the free cash flow over a 10 year period, with the growth rate trending towards the perpetual growth rate used in the 2nd stage. The 2nd stage assumes the company grows at a stable rate into perpetuity.

NasdaqGM:TLND DCF 1st Stage: Next 10 year cash flow forecast
Levered FCF (USD, Millions) Source Present Value
Discounted (@ 9.27%)
2020 4.01 Analyst x4 3.67
2021 25.69 Analyst x1 21.52
2022 46.04 Analyst x1 35.29
2023 72.01 Analyst x1 50.51
2024 94.78 Est @ 31.63% 60.84
2025 116.54 Est @ 22.96% 68.47
2026 136.23 Est @ 16.89% 73.24
2027 153.45 Est @ 12.64% 75.50
2028 168.29 Est @ 9.67% 75.78
2029 181.06 Est @ 7.59% 74.61
Present value of next 10 years cash flows $539.43
NasdaqGM:TLND DCF 2nd Stage: Terminal Value
Calculation Result
Terminal Value = FCF2029 × (1 + g) ÷ (Discount Rate – g)
= $181.06 × (1 + 2.73%) ÷ (9.27% – 2.73%)
$2,844.03
Present Value of Terminal Value = Terminal Value ÷ (1 + r)10
= $2,844.03 ÷ (1 + 9.27%)10
$1,171.99
NasdaqGM:TLND Total Equity Value
Calculation Result
Total Equity Value = Present value of next 10 years cash flows + Terminal Value
= $539.43 + $1,171.99
$1,711.42
Equity Value per Share
(USD)
= Total value / Shares Outstanding
= $1,711.42 / 30.37
$56.35
NasdaqGM:TLND Discount to Share Price
Calculation Result
Value per share (USD) From above. $56.35
Current discount Discount to share price of $36.51
= -1 x ($36.51 - $56.35) / $56.35
35.2%

Learn more about our DCF calculations in Simply Wall St’s analysis model .

Current Discount
Amount off the current price Talend is available for.
Intrinsic value
35%
Share price is $36.51 vs Future cash flow value of $56.35
Current Discount Checks
For Talend to be considered undervalued it must be available for at least 20% below the current price. Less than 40% is even better.
  • Talend's share price is below the future cash flow value, and at a moderate discount (> 20%).
  • Talend's share price is below the future cash flow value, but not at a substantial discount (< 40%).
PRICE RELATIVE TO MARKET
We can also value a company based on what the stock market is willing to pay for it. This is similar to the price of fruit (e.g. Mangoes or Avocados) increasing when they are out of season, or how much your home is worth.

The amount the stock market is willing to pay for Talend's earnings, growth and assets is considered below, and whether this is a fair price.
Price based on past earnings
Are Talend's earnings available for a low price, and how does this compare to other companies in the same industry?
Raw Data
NasdaqGM:TLND PE (Price to Earnings) Ratio Data Sources
Data Point Source Value
Earnings Per Share * Company Filings (2019-03-31) in USD $-1.60
NasdaqGM:TLND Share Price ** NasdaqGM (2019-07-15) in USD $36.51
United States of America Software Industry PE Ratio Median Figure of 81 Publicly-Listed Software Companies 52.16x
United States of America Market PE Ratio Median Figure of 3,084 Publicly-Listed Companies 18.01x

* Trailing twelve months (TTM) annual GAAP earnings per share excluding extraordinary items.

** Primary Listing of Talend.

NasdaqGM:TLND PE (Price to Earnings) Ratio Calculation
Calculation Outcome
PE Ratio

= NasdaqGM:TLND Share Price ÷ EPS (both in USD)

= 36.51 ÷ -1.60

-22.89x

Learn more about our ratios and growth rates in Simply Wall St’s analysis model >

  • Talend is loss making, we can't compare its value to the US Software industry average.
  • Talend is loss making, we can't compare the value of its earnings to the United States of America market.
Price based on expected Growth
Does Talend's expected growth come at a high price?
Raw Data
NasdaqGM:TLND PEG (Price to Earnings to Growth) Ratio Data Sources
Data Point Source Value
PE Ratio See PE Ratio Section -22.89x
Net Income Annual Growth Rate See Future Growth Section.
Line of Best Fit* through Consensus Estimate Earnings of 6 Analysts
5.9%per year
United States of America Software Industry PEG Ratio Median Figure of 68 Publicly-Listed Software Companies 3.11x
United States of America Market PEG Ratio Median Figure of 2,124 Publicly-Listed Companies 1.59x

*Line of best fit is calculated by linear regression .

Learn more about our ratios and growth rates in Simply Wall St’s analysis model >

  • Unable to calculate PEG ratio for Talend, we can't assess if its growth is good value.
Price based on value of assets
What value do investors place on Talend's assets?
Raw Data
NasdaqGM:TLND PB (Price to Book) Ratio Data Sources
Data Point Source Value
Book Value per Share Company Filings (2019-03-31) in USD $0.58
NasdaqGM:TLND Share Price * NasdaqGM (2019-07-15) in USD $36.51
United States of America Software Industry PB Ratio Median Figure of 223 Publicly-Listed Software Companies 5.92x
United States of America Market PB Ratio Median Figure of 5,240 Publicly-Listed Companies 1.81x
NasdaqGM:TLND PB (Price to Book) Ratio Calculation
Calculation Outcome
PB Ratio

= NasdaqGM:TLND Share Price ÷ Book Value per Share (both in USD)

= 36.51 ÷ 0.58

62.64x

* Primary Listing of Talend.

Learn more about our ratios and growth rates in Simply Wall St’s analysis model >

  • Talend is overvalued based on assets compared to the US Software industry average.
X
Value checks
We assess Talend's value by looking at:
  1. Is the discounted cash flow value less than 20%, or 40% of the share price? (2 checks) ( Click here or on bar chart for details of DCF calculation. )
  2. Is the PE ratio less than the market average, and/ or less than the Software industry average (and greater than 0)? (2 checks)
  3. Is the PEG ratio within a reasonable range (0 to 1)? (1 check)
  4. Is the PB ratio less than the Software industry average (and greater than 0)? (1 check)
  5. Talend has a total score of 1/6, see the detailed checks below.

    Note: We use GAAP Earnings per Share in all our calculations including PE and PEG Ratio.

    Full details on the Value part of the Simply Wall St company analysis model.

TLND Future Performance

 How is Talend expected to perform in the next 1 to 3 years based on estimates from 6 analysts?

The future performance of a company is measured in the same way as past performance, by looking at estimated growth and how much profit it is expected to make.

Future estimates come from professional analysts. Just like forecasting the weather, they don’t always get it right!
Annual Growth Rate
5.9%
Expected annual growth in earnings.
Earnings growth vs Low Risk Savings
Is Talend expected to grow at an attractive rate?
  • Unable to compare Talend's earnings growth to the low risk savings rate as it is expected to be loss making during the next 1-3 years.
Growth vs Market Checks
  • Unable to compare Talend's earnings growth to the United States of America market average as it is expected to be loss making during the next 1-3 years.
  • Talend's revenue growth is expected to exceed the United States of America market average.
Annual Growth Rates Comparison
Raw Data
NasdaqGM:TLND Future Growth Rates Data Sources
Data Point Source Value (per year)
NasdaqGM:TLND Future Earnings Growth Rate Line of Best Fit* through Consensus Estimate Earnings of 6 Analysts 5.9%
NasdaqGM:TLND Future Revenue Growth Rate Line of Best Fit* through Consensus Estimate Revenue of 6 Analysts 17.6%
United States of America Software Industry Earnings Growth Rate Market Cap Weighted Average 18.2%
United States of America Software Industry Revenue Growth Rate Market Cap Weighted Average 11.8%
United States of America Market Earnings Growth Rate Market Cap Weighted Average 14.1%
United States of America Market Revenue Growth Rate Market Cap Weighted Average 7.5%

*Line of best fit is calculated by linear regression .

Industry and Market average data is calculated daily.

Learn more about our growth rate calculations in Simply Wall St’s analysis model.

Analysts growth expectations
Raw Data
NasdaqGM:TLND Analysts Growth Expectations Data Sources
Data Point Source Value
Past Financials Company Filings (3 months ago) See Below
Future Estimates Average of up to 6 Analyst Estimates (S&P Global) See Below
All numbers in USD Millions and using Trailing twelve months (TTM) annual period rather than quarterly.
NasdaqGM:TLND Future Estimates Data
Date (Data in USD Millions) Revenue Cash Flow Net Income * Avg. No. Analysts
2023-12-31 504 78 1
2022-12-31 433 51 1
2021-12-31 355 30 2
2020-12-31 302 9 -50 6
2019-12-31 249 -6 -61 6
NasdaqGM:TLND Past Financials Data
Date (Data in USD Millions) Revenue Cash Flow Net Income *
2019-03-31 215 -10 -48
2018-12-31 204 3 -40
2018-09-30 190 -2 -39
2018-06-30 176 0 -35
2018-03-31 163 1 -34
2017-12-31 149 -2 -31
2017-09-30 138 2 -25
2017-06-30 127 5 -26
2017-03-31 116 4 -26
2016-12-31 106 3 -24
2016-09-30 96 -3 -27
2016-06-30 89 -6 -25

*GAAP earnings excluding extraordinary items.

Super high growth metrics
High Growth Checks
  • Talend is not considered high growth as it is expected to be loss making for the next 1-3 years.
  • Talend's revenue is expected to grow by 17.6% yearly, however this is not considered high growth (20% yearly).
Past and Future Earnings per Share
The accuracy of the analysts who estimate the future performance data can be gauged below. We look back 3 years and see if they were any good at predicting what actually occurred. We also show the highest and lowest estimates looking forward to see if there is a wide range.
Raw Data
NasdaqGM:TLND Past and Future Earnings per Share
Data Point Source Value
Past Financials Company Filings (3 months ago) See Below
Future Estimates Average of up to 6 Analyst Estimates (S&P Global) See Below

All data from Talend Company Filings, last reported 3 months ago, and in Trailing twelve months (TTM) annual period rather than quarterly.

NasdaqGM:TLND Future Estimates Data
Date (Data in USD Millions) EPS * EPS High Estimate EPS Low Estimate Avg. No. Analysts
2023-12-31
2022-12-31
2021-12-31
2020-12-31 -1.57 -1.57 -1.57 1.00
2019-12-31 -1.91 -1.91 -1.91 1.00
NasdaqGM:TLND Past Financials Data
Date (Data in USD Millions) EPS *
2019-03-31 -1.60
2018-12-31 -1.35
2018-09-30 -1.31
2018-06-30 -1.19
2018-03-31 -1.16
2017-12-31 -1.08
2017-09-30 -0.87
2017-06-30 -0.97
2017-03-31 -1.28
2016-12-31 -1.68
2016-09-30 -3.27
2016-06-30 -6.56

*GAAP earnings excluding extraordinary items.

Performance in 3 years
In the same way as past performance we look at the future estimated return (profit) compared to the available funds. We do this looking forward 3 years.
  • Unable to establish if Talend will efficiently use shareholders’ funds in the future without estimates of Return on Equity.
X
Future performance checks
We assess Talend's future performance by looking at:
  1. Is the annual earnings growth rate expected to beat the low risk savings rate, plus a premium to keep pace with inflation?
  2. Is the annual earnings growth rate expected to beat the average growth rate in earnings of the United States of America market? (1 check)
  3. Is the annual revenue growth rate expected to beat the average growth rate in revenue of the United States of America market? (1 check)
  4. Is the annual earnings growth rate expected to be above 20%? (1 check)
  5. Is the annual revenue growth rate expected to be above 20%? (1 check)
  6. Is the Return on Equity in 3 years expected to be over 20%? (1 check)
Some of the above checks will fail if the company is expected to be loss making in the relevant year.
Talend has a total score of 1/6, see the detailed checks below.

Note 1: We use GAAP Net Income Excluding Exceptional Items for our Earnings in all our calculations.

Full details on the Future part of the Simply Wall St company analysis model.

TLND Past Performance

  How has Talend performed over the past 5 years?

The past performance of a company can be measured by how much growth it has experienced and how much profit it makes relative to the funds and assets it has available.
Past earnings growth
Below we compare Talend's growth in the last year to its industry (Software).
Past Earnings growth analysis
We also check if the company has grown in the past 5 years, and whether it has maintained that growth in the year.
  • Talend does not make a profit and their year on year earnings growth rate was negative over the past 5 years.
  • Unable to compare Talend's 1-year earnings growth to the 5-year average as it is not currently profitable.
  • Unable to compare Talend's 1-year growth to the US Software industry average as it is not currently profitable.
Earnings and Revenue History
Talend's revenue and profit over the past 5 years is shown below, any years where they have experienced a loss will show up in red.
Raw Data

All data from Talend Company Filings, last reported 3 months ago, and in Trailing twelve months (TTM) annual period rather than quarterly.

NasdaqGM:TLND Past Revenue, Cash Flow and Net Income Data
Date (Data in USD Millions) Revenue Net Income * G+A Expenses R&D Expenses
2019-03-31 215.35 -47.88 162.43 47.49
2018-12-31 204.32 -40.36 153.31 42.36
2018-09-30 190.15 -38.79 145.10 38.00
2018-06-30 176.49 -34.89 134.63 34.60
2018-03-31 162.54 -33.91 125.77 30.91
2017-12-31 148.60 -31.21 116.04 26.84
2017-09-30 137.53 -25.07 106.47 23.70
2017-06-30 126.53 -26.09 100.39 22.19
2017-03-31 116.09 -26.39 94.31 20.63
2016-12-31 105.98 -24.24 87.16 19.25
2016-09-30 96.46 -27.03 81.93 18.12
2016-06-30 88.69 -25.15 75.56 16.88
2016-03-31 81.68 -21.38 67.94 15.83
2015-12-31 75.96 -22.01 63.62 15.08
2014-12-31 62.58 -22.52 55.94 13.24
2013-12-31 53.08 -19.69 45.99 9.11

*GAAP earnings excluding extraordinary items.

Performance last year
We want to ensure a company is making the most of what it has available. This is done by comparing the return (profit) to a company's available funds, assets and capital.
  • It is difficult to establish if Talend has efficiently used shareholders’ funds last year (Return on Equity greater than 20%) as it is loss-making.
  • It is difficult to establish if Talend has efficiently used its assets last year compared to the US Software industry average (Return on Assets) as it is loss-making.
  • It is difficult to establish if Talend improved its use of capital last year versus 3 years ago (Return on Capital Employed) as it is currently loss-making.
X
Past performance checks
We assess Talend's performance over the past 5 years by checking for:
  1. Has earnings increased in past 5 years? (1 check)
  2. Has the earnings growth in the last year exceeded that of the Software industry? (1 check)
  3. Is the recent earnings growth over the last year higher than the average annual growth over the past 5 years? (1 check)
  4. Is the Return on Equity (ROE) higher than 20%? (1 check)
  5. Is the Return on Assets (ROA) above industry average? (1 check)
  6. Has the Return on Capital Employed (ROCE) increased from 3 years ago? (1 check)
The above checks will fail if the company has reported a loss in the most recent earnings report. Some checks require at least 3 or 5 years worth of data.
Talend has a total score of 0/6, see the detailed checks below.

Note: We use GAAP Net Income excluding extraordinary items in all our calculations.

Full details on the Past part of the Simply Wall St company analysis model.

TLND Health

 How is Talend's financial health and their level of debt?

A company's financial position is much like your own financial position, it includes everything you own (assets) and owe (liabilities).

The boxes below represent the relative size of what makes up Talend's finances.

The net worth of a company is the difference between its assets and liabilities.
Net Worth
  • Talend's short term (1 year) commitments are greater than its holdings of cash and other short term assets.
  • Talend's cash and other short term assets cover its long term commitments.
Balance sheet
This treemap shows a more detailed breakdown of Talend's finances. If any of them are yellow this indicates they may be out of proportion and red means they relate to one of the checks below.
Assets
Liabilities and shares
The 'shares' portion represents any funds contributed by the owners (shareholders) and any profits.
  • Low level of unsold assets.
  • Debt is covered by short term assets, assets are 110.6x debt.
Historical Debt
Nearly all companies have debt. Debt in itself isn’t bad, however if the debt is too high, or the company can’t afford to pay the interest on its debts this may have impacts in the future.

The graphic below shows equity (available funds) and debt, we ideally want to see the red area (debt) decreasing.

If there is any debt we look at the companies capability to repay it, and whether the level has increased over the past 5 years.
Raw Data

All data from Talend Company Filings, last reported 3 months ago.

NasdaqGM:TLND Past Debt and Equity Data
Date (Data in USD Millions) Total Equity Total Debt Cash & Short Term Investments
2019-03-31 17.70 0.86 29.07
2018-12-31 24.44 0.88 33.74
2018-09-30 30.29 0.95 89.74
2018-06-30 30.59 0.98 93.03
2018-03-31 32.74 1.19 95.40
2017-12-31 -1.11 1.20 87.02
2017-09-30 5.32 0.02 94.60
2017-06-30 7.45 0.02 95.41
2017-03-31 12.88 0.12 95.09
2016-12-31 18.03 0.15 91.02
2016-09-30 21.61 0.21 90.00
2016-06-30 -64.25 12.21 8.45
2016-03-31 -58.46 11.22 9.43
2015-12-31 -52.48 10.14 6.93
2014-12-31 -36.79 2.86 9.19
2013-12-31
  • Talend's level of debt (4.9%) compared to net worth is satisfactory (less than 40%).
  • Unable to establish if Talend's debt level has increased without past 5-year debt data.
CASH RUNWAY ANALYSIS

For companies that have on average been loss making in the past we assess whether they have at least 1 year of cash runway.

  • Talend has sufficient cash runway for 1.9 years based on current free cash flow.
  • Talend has sufficient cash runway for 1.8 years if free cash flow continues to grow at historical rates of 20.3% each year.
X
Financial health checks
We assess Talend's financial health by checking for:
  1. Are short term assets greater than short term liabilities? (1 check)
  2. Are short term assets greater than long term liabilities? (1 check)
  3. Has the debt to equity ratio increased in the past 5 years? (1 check)
  4. Is the debt to equity ratio over 40%? (1 check)
  5. Is the debt covered by operating cash flow? (1 check)
  6. Are earnings greater than 5x the interest on debt (if company pays interest at all)? (1 check)
  7. Talend has a total score of 4/6, see the detailed checks below.
For companies that are loss making and have been so on average in the past we replace the last 2 checks with:
  1. Does cash and short term investments cover stable operating expenses (recurring G&A and R&D) for more than 3 years? (1 check)
  2. Does cash and short term investments cover growing operating expenses (recurring G&A and R&D) for more than 3 years? (1 check)


Full details on the Health part of the Simply Wall St company analysis model.

TLND Dividends

 What is Talend's current dividend yield, its reliability and sustainability?

Dividends are regular cash payments to you from the company, similar to a bank paying you interest on a savings account.
Annual Dividend Income
Dividend payments
0%
Current annual income from Talend dividends. Estimated to be 0.22% next year.
If you bought $2,000 of Talend shares you are expected to receive $0 in your first year as a dividend.
Dividend Amount
Here we look how much dividend is being paid, if any. Is it above what you can get in a savings account? It is up there with the best dividend paying companies?
  • Unable to evaluate Talend's dividend yield against the bottom 25% of dividend payers as the company has not reported any payouts.
  • Unable to evaluate Talend's dividend against the top 25% market benchmark as the company has not reported any payouts.
Annualized Historical and Future Dividends
It is important to see if the dividend for a company is stable, and not wildly increasing/decreasing each year. This graph shows you the historical rate to count toward your assessment of the stock.

We also check to see if the dividend has increased in the past 10 years.
Raw Data
NasdaqGM:TLND Annualized Past and Future Dividends
Data Point Source Value
Past Annualized Dividend Yield S&P Global Market Data See Below
Past Dividends per Share Company Filings/ Annualized Dividend Payments See Below
Future Dividends per Share Estimates Average of up to 6 Analyst Estimates (S&P Global) See Below
United States of America Software Industry Average Dividend Yield Market Cap Weighted Average of 22 Stocks 1.3%
United States of America Market Average Dividend Yield Market Cap Weighted Average of 2018 Stocks 2.4%
United States of America Minimum Threshold Dividend Yield 10th Percentile 0.8%
United States of America Bottom 25% Dividend Yield 25th Percentile 1.4%
United States of America Top 25% Dividend Yield 75th Percentile 3.7%

Industry and Market average data is calculated daily.

Note all dividend per share amounts are annualized and not quarterly or other period.

NasdaqGM:TLND Future Dividends Estimate Data
Date (Data in $) Dividend per Share (annual) Avg. No. Analysts
2023-12-31
2022-12-31
2021-12-31 0.08 2.00
2020-12-31 0.08 2.00
2019-12-31 0.08 2.00

Learn more about our ratios and growth rates in Simply Wall St’s analysis model >

  • Unable to perform a dividend volatility check as Talend has not reported any payouts.
  • Unable to verify if Talend's dividend has been increasing as the company has not reported any payouts.
Current Payout to shareholders
What portion of Talend's earnings are paid to the shareholders as a dividend.
  • Unable to calculate sustainability of dividends as Talend has not reported any payouts.
Future Payout to shareholders
  • No need to calculate the sustainability of Talend's dividends in 3 years as they are not expected to pay a notable one for United States of America.
X
Income/ dividend checks
We assess Talend's dividend by checking for:
  1. Firstly is the company paying a notable dividend (greater than 0.8%) - if not then the rest of the checks are ignored.
  2. Is current dividend yield above the bottom 25% of dividend payers? (1 check)
  3. Is current dividend yield above the top 25% of dividend payers? (1 check)
  4. Have they paid a dividend for 10 years, and during this period has the dividend been volatile (drop of more than 25%)? (1 check)
  5. If they have paid a dividend for 10 years has it increased in this time? (1 check)
  6. How sustainable is the dividend, can Talend afford to pay it from its earnings today and in 3 years (Payout ratio less than 90%)? (2 checks)
  7. Talend has a total score of 0/6, see the detailed checks below.


Full details on the Dividends part of the Simply Wall St company analysis model.

TLND Management

 What is the CEO of Talend's salary, the management and board of directors tenure and is there insider trading?

Management is one of the most important areas of a company. We look at unreasonable CEO compensation, how long the team and board of directors have been around for and insider trading.
CEO
Mike Tuchen
AGE 54
TENURE AS CEO 5.8 years
CEO Bio

Mr. Michael Tuchen, also known as Mike, serves as an Advisor of Paradigm4, ThousandEyes and BitSight Technologies. Mr. Tuchen has been the Chief Executive Officer of Talend SA since October 2013 and its President. He served as the Chief Executive Officer of Rapid7, LLC from September 2009 to November 2012. Mr. Tuchen served as President of Rapid7, LLC since September 17, 2008. He served as Chief Operating Officer of Rapid7, LLC since September 17, 2008. He leads Rapid7 in its next phase of growth as Rapid7 expands its marketing, sales channels and product development. He was a Microsoft executive and seasoned marketing and product strategist. He served as the General Manager of Microsoft's SQL Server Marketing team, with which he led worldwide strategic planning and revenue-generating efforts, including product marketing, field programs, product planning and partner strategy from 2003 to 2006. Mr. Tuchen has held two stints at Microsoft totaling nine years and in an expanding range of product development and marketing roles. Prior to rejoining Microsoft in 2003, he served as General Manager of the Austin, Texas division of Polycom, a $190mm, 150-person videoconferencing equipment business. He co-founded and served as Chief Operating Officer of Paramark, a marketing analytics startup. He spent six years at Microsoft in an expanding range of roles, including product marketing, product strategy and product management. He spent two years as Group Program Manager of Exchange Server, driving Microsoft's email strategy, product definition and product execution for this $700mm business. He began his career at Sun Microsystems, working as an engineer on Sun's SPARC workstations. He served as a Director of Rapid7, LLC. He has been a Director of Talend SA since December 2013. He serves as a Member of Advisory Board at Infinio Systems Incorporated. Mr. Tuchen holds a Bachelor of Science in Electrical Engineering from Brown University (magna cum laude), a Master of Science in Electrical Engineering from Stanford University and a Masters of Business Administration from Harvard Business School (Baker Scholar).

CEO Compensation
  • Insufficient data for Mike to compare compensation growth.
  • Insufficient data for Mike to establish whether their remuneration is reasonable compared to companies of similar size in United States of America.
Management Team Tenure

Average tenure and age of the Talend management team in years:

3.7
Average Tenure
48
Average Age
  • The tenure for the Talend management team is about average.
Management Team

Mike Tuchen

TITLE
CEO, President & Director
AGE
54
TENURE
5.8 yrs

Adam Meister

TITLE
Chief Financial Officer
TENURE
0.8 yrs

Laurent Bride

TITLE
CTO & COO
AGE
44
TENURE
0.5 yrs

Eric Johnson

TITLE
Chief Information Officer
AGE
47
TENURE
1.4 yrs

Aaron Ross

TITLE
General Counsel
AGE
45
TENURE
3.9 yrs

Chris Taylor

TITLE
Vice President of Corporate Communications

Ashley Stirrup

TITLE
Chief Marketing Officer
AGE
50
TENURE
5.2 yrs

Barbara Cadigan

TITLE
Senior Vice President of People
AGE
48
TENURE
3.5 yrs

François Mero

TITLE
Senior Vice President of Sales - EMEA

Nello Franco

TITLE
Senior Vice President of Customer Success
AGE
53
TENURE
5.1 yrs
Board of Directors Tenure

Average tenure and age of the Talend board of directors in years:

2.4
Average Tenure
55
Average Age
  • The average tenure for the Talend board of directors is less than 3 years, this suggests a new board.
Board of Directors

Steve Singh

TITLE
Chairman
AGE
58
TENURE
1.7 yrs

Mike Tuchen

TITLE
CEO, President & Director
AGE
54
TENURE
5.6 yrs

Pat Jones

TITLE
Independent Director
AGE
75
TENURE
3.7 yrs

Nanci Caldwell

TITLE
Independent Director
AGE
61
TENURE
2.4 yrs

John Brennan

TITLE
Independent Director
AGE
54
TENURE
8.7 yrs

Thierry Sommelet

TITLE
Independent Director
AGE
50
TENURE
4.3 yrs

Nora Denzel

TITLE
Director
AGE
57
TENURE
2 yrs

Brian Lillie

TITLE
Director
AGE
55
TENURE
1.2 yrs

Mark Nelson

TITLE
Director
AGE
50
TENURE
1 yrs
Who owns this company?
Recent Insider Trading
  • Talend individual insiders have only sold shares in the past 3 months.
Recent Insider Transactions
Announced Type Name Entity Role Start End Shares Max Price ($) Value ($)
17. May 19 Sell Laurent Bride Individual 15. May 19 15. May 19 -1,385 $47.92 $-66,372
20. Feb 19 Sell Praesidium Investment Management Company, LLC Company 02. Jan 19 02. Jan 19 -10,688 $37.76 $-403,627
20. Feb 19 Buy Praesidium Investment Management Company, LLC Company 03. Jan 19 13. Feb 19 50,093 $37.28 $1,839,519
X
Management checks
We assess Talend's management by checking for:
  1. Is the CEO's compensation unreasonable compared to market cap? (1 check)
  2. Has the CEO's compensation increased more than 20% whilst the EPS is down more then 20%? (1 check)
  3. Is the average tenure of the management team less than 2 years? (1 check)
  4. Is the average tenure of the board of directors team less than 3 years? (1 check)
  5. Talend has a total score of 0/6, this is not included on the snowflake, see the detailed checks below.


Note: We use the top 6 management executives and board members in our calculations.

Note 2: Insider trading include any internal stakeholders and these transactions .

Full details on the Management part of the Simply Wall St company analysis model.

TLND News

Simply Wall St News

Did Talend S.A. (NASDAQ:TLND) Insiders Sell Shares?

So we'll take a look at whether insiders have been buying or selling shares in Talend S.A. … As Peter Lynch said, 'insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise.' See our latest analysis for Talend The Last 12 Months Of Insider Transactions At Talend The CTO &amp; COO, Laurent Bride, made the biggest insider sale in the last 12 months. … Insider Ownership of Talend Another way to test the alignment between the leaders of a company and other shareholders is to look at how many shares they own.

Simply Wall St -

If You Had Bought Talend (NASDAQ:TLND) Stock A Year Ago, You'd Be Sitting On A 16% Loss, Today

But that is minimal compensation for the share price under-performance over the last year. … In fact, the price has declined 16% in a year, falling short of the returns you could get by investing in an index fund. … Check out our latest analysis for Talend Talend isn't a profitable company, so it is unlikely we'll see a strong correlation between its share price and its earnings per share (EPS).

Simply Wall St -

Talend SA's (NASDAQ:TLND) Profit Outlook

The US$1.82b market-cap posted a loss in its most recent financial year of -US$31.21m and a latest trailing-twelve-month loss of -US$33.90m leading to an even wider gap between loss and breakeven? … The most pressing concern for investors is TLND’s path to profitability – when will it breakeven

Simply Wall St -

Is Talend SA's (TLND) Balance Sheet Strong Enough To Weather A Storm?

The direct benefit for Talend SA (NASDAQ:TLND), which sports a zero-debt capital structure, to include debt in its capital structure is the reduced cost of capital. … View our latest analysis for Talend S.A Is TLND right in choosing financial flexibility over lower cost of capital? … So, it is acceptable that the company is opting for a zero-debt capital structure currently as it may need to raise debt to fuel expansion in the future.

Simply Wall St -

TLND Company Info

Description

Talend S.A. provides software platform to address IT integration needs in various industries in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. It designs and develops Talend Data Fabric, a software platform that integrates data and applications in real time across big data and cloud environments, as well as traditional systems, which allows organizations to develop a unified view of their business and customers. The company’s Talend Data Fabric platform includes data integration, big data integration, application and cloud integration, data catalogue, and API design and testing, as well as master data management, and self-service data preparation products; and Stitch Data Loader, is a cloud-based data ingestion engine. It also provides technical support; and consulting and training services. The company sells its products directly to customers through sales force, as well as indirectly through channel partners. Talend S.A. was founded in 2005 and is headquartered in Redwood City, California.

Details
Name: Talend S.A.
TLND
Exchange: NasdaqGM
Founded: 2005
$1,108,921,296
30,373,084
Website: http://www.talend.com
Address: Talend S.A.
800 Bridge Parkway,
Suite 200,
Redwood City,
California, 92150,
United States
Listings
Exchange Symbol Ticker Symbol Security Exchange Country Currency Listed on
NasdaqGM TLND ADR EACH REP 1 ORD SHS Nasdaq Global Market US USD 29. Jul 2016
DB 0T7 ADR EACH REP 1 ORD SHS Deutsche Boerse AG DE EUR 29. Jul 2016
LSE 0LCZ ADR EACH REP 1 ORD SHS London Stock Exchange GB USD 29. Jul 2016
BMV TLND N ADR EACH REP 1 ORD SHS Bolsa Mexicana de Valores MX MXN 29. Jul 2016
NasdaqGM TLND ADR EACH REP 1 ORD SHS Nasdaq Global Market US USD 16. Jul 2019
Number of employees
Current staff
Staff numbers
1,183
Talend employees.
Industry
Systems Software
Software
Company Analysis and Financial Data Status
Area Date (UTC time)
Company Analysis updated: 2019/07/16 00:58
End of day share price update: 2019/07/15 00:00
Last estimates confirmation: 2019/06/10
Last earnings filing: 2019/05/10
Last earnings reported: 2019/03/31
Last annual earnings reported: 2018/12/31


All dates and times in UTC. All financial data provided by Standard & Poor’s Capital IQ.

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.