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Added to YB: 2025-02-17

Pitch date: 2025-02-12

TEP.PA [bullish]

Teleperformance SE

-35.26%

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 94.84

Price Target

N/A

Dividend

5.97%

EV/EBITDA

4.62

P/E

8.72

EV/Sales

0.83

Sector

Professional Services

Category

value

Show full summary:
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.

Read full article (2 min)