Added to YB: 2025-02-21
Pitch date: 2025-02-19
TEMN.SW [neutral]
Temenos AG
+0.38%
current return
Author Info
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Company Info
Temenos AG develops, markets, and sells integrated banking software systems to banking and other financial services institutions.
Market Cap
CHF 5.4B
Pitch Price
CHF 74.87
Price Target
N/A
Dividend
2.00%
EV/EBITDA
21.99
P/E
31.20
EV/Sales
5.67
Sector
Software
Category
special_situation
Temenos (TEMN) Mixed signals
TEMN.SW (overview): Mixed signals. Shifting to SaaS/cloud but impact delayed to 2026-27. Double-digit ARR growth, mid-single-digit software licensing growth expected. Multifonds sale ($400M, <10x EV/EBIT) disappoints. High valuation limits upside despite strategic pivot. Proceeds for buybacks, potential M&A.
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