Added to YB: 2025-01-23
Pitch date: 2025-01-15
TMV.DE [bullish]
TeamViewer SE
-46.18%
current return
Author Info
My goal with European Stock Picks is to present companies which are flying under the radar which I find interesting. Of course I put my money where my mouth is so I have a position in every company I present here. You can expect a once a month deep dive into an European company which I think offers potential high returns in the long term. I also write a follow-up post after every earnings season in order to stay up to date with the stocks I have covered. Sign up for their newsletter.
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 10.59
Price Target
19.40 (+240%)
Dividend
N/A
EV/EBITDA
7.37
P/E
9.09
EV/Sales
2.74
Sector
Software
Category
value
TeamViewer SE - $TMV.DE
TMV.DE: Remote connectivity leader, 43% EBITDA margin, 80% cash conversion. SMB stagnant, Enterprise +20% YoY. 1E acquisition transforms platform. Trading at 8x 2024e FCF, near all-time lows. Risks: integration, SMB decline, competition. Catalysts: AR growth, acquisition target. Compelling risk/reward at current valuation.
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