Added to YB: 2025-08-07
Pitch date: 2025-08-05
TEP.PA [neutral]
Teleperformance SE
-19.24%
current return
Author Info
No bio for this author
Company Info
Teleperformance SE, together with its subsidiaries, operates as a digital business services company in France and internationally.
Market Cap
EUR 3.1B
Pitch Price
EUR 64.26
Price Target
N/A
Dividend
8.40%
EV/EBITDA
3.82
P/E
6.38
EV/Sales
0.69
Sector
Professional Services
Category
special_situation
Teleperformance: Reflections
TEP.PA (overview): Core BPO services still growing 3.5% despite AI fears. Share price at 9-year low (€68) offers 25% FCF yield at 4.2x P/FCF. Management allocating just €130M to buybacks vs €248M dividends despite 20% returns possible. Bertelsmann/Saham (8% stake) may push for takeover below €130 or accelerated buybacks.
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