Added to YB: 2025-10-27
Pitch date: 2025-10-23
TMV.DE [neutral]
TeamViewer SE
-13.31%
current return
Author Info
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Company Info
TeamViewer SE, together with its subsidiaries, provides remote connectivity solutions worldwide. The company offers TeamViewer remote, a remote access, control, and management solution; TeamViewer Tensor, an enterprise connectivity solution for remote support, control and management of enterprise IT, smart devices, and industrial equipment; TeamViewer Frontline, a digital workflow, instruction, and assistance for smart frontline operations; and TeamViewer Dex, a real-time diagnostics and remediation, monitoring and analytics for insights and AI-driven automation.
Market Cap
EUR 1.0B
Pitch Price
EUR 6.50
Price Target
N/A
Dividend
N/A
EV/EBITDA
7.37
P/E
9.09
EV/Sales
2.74
Sector
Software
Category
value
TeamViewer SE (TMV Germany): Wrestling with integration pains while core business steadies
TMV.DE (quick overview): Q3 core Enterprise ARR grew double-digits but 1E acquisition underperformed w/ low conversions & renewals, forcing 2025-26 guidance cuts. EBITDA margins recovered to mid-40s via cost control. Stock trades at steep discount to software peers despite sticky enterprise base & healthy cash flow. Execution repair needed but franchise remains strong.
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