Added to YB: 2025-08-07
Pitch date: 2025-08-05
TEP.PA [neutral]
Teleperformance SE
-11.5%
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 4.1B
Pitch Price
EUR 68.54
Price Target
N/A
Dividend
5.97%
EV/EBITDA
4.62
P/E
8.72
EV/Sales
0.83
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.
Read full article (7 min)