Added to YB: 2024-07-19
Pitch date: 2024-07-18
TEP.PA [bearish]
Teleperformance SE
+39.17%
current return
Author Info
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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 100.94
Price Target
N/A
Dividend
5.97%
EV/EBITDA
4.62
P/E
8.72
EV/Sales
0.83
Sector
Professional Services
Category
Problems at Teleperformance (TEP)
TEP.PA: Bearish on Teleperformance. Call center giant faces accusations of worker exploitation, AI competition threat. Q3/Q4 growth slowed to 1% vs 7-10% historical. €4.3B debt vs €900M cash. CEO downplays AI risk, but Klarna AI success (-15% TEP stock) & Salesforce Einstein launch (-10%) suggest otherwise. 'Modern slavery' allegations in Tunisia, Philippines, Colombia. ESG concerns despite 'Prime' rating.
Read full article (5 min)