Professional
Added to YB: 2025-02-17
Pitch date: 2025-02-12
TEP.PA [bullish]
Teleperformance SE
-41.63%
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 88.92
Price Target
N/A
Dividend
8.40%
EV/EBITDA
3.82
P/E
6.38
EV/Sales
0.69
Sector
Professional Services
Category
value
Lyrical Asset Management Portfolio Holding: Teleperformance SE
TEP.PA: Leading BPO provider at 5x P/E, 3% organic growth vs flat Accenture (27x P/E). Tech leader in fragmented market, only 28% penetrated. 9% 10yr organic CAGR despite automation. Complex work beyond basic chat. 90% customer retention. Experts positive on AI opportunity. High ROIC, flexible costs. Mid-teens EPS growth.
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