Teleperformance SE (TLPFY)
POSITIVEFundamental
78
मूल्य
$71.00
मार्केट कैप
$4.28B
भाग 1 · कंपनी का मूल्य कितना है
अवलोकन
Teleperformance is the world's largest provider of outsourced customer experience services: companies pay it to answer, chat with and support their own customers, using its call-centre and digital-service staff instead of hiring an in-house team. Beyond that core Customer Experience Management activity, a smaller Specialized Services arm covers content moderation for online platforms, interpretation and translation, visa and consular processing, debt collection and recruitment outsourcing.
यह पैसा कैसे कमाती है
Teleperformance signs long-term, often multi-year contracts with corporate clients and bills per interaction handled, per hour staffed or per outcome achieved — largely labour-driven revenue rather than product sales. Once its staff and technology are embedded in a client's support workflow across specific languages and time zones, moving to a rival means retraining and requalifying an entire operation, which favours renewal over switching. Growth in 2025 was modest, at 1.3% like-for-like.
सेगमेंट के अनुसार राजस्व
Answering calls, chats and messages on behalf of client companies across sectors such as technology, telecom, financial services and retail.
Higher-value services distinct from standard customer support: content moderation and trust-and-safety for online platforms, interpretation, visa processing, debt collection and recruitment outsourcing.
प्रतिस्पर्धी बढ़त (Moat)
स्केल · संकीर्णTeleperformance is the largest company in its industry by revenue, with operations spanning around a hundred countries and languages that smaller rivals cannot match on a single contract. That reach lets it serve multinational clients from one supplier across every market they operate in, though the underlying work of staffing call centres is not itself hard for a competitor to replicate.
मांग को क्या चलाता है
मध्यम रूप से चक्रीयDemand follows clients' own customer-interaction volumes and their decisions to outsource rather than staff support in-house, which can rise in downturns as companies cut costs or fall if clients bring services back in-house or automate them. A handful of large technology and telecom clients account for a meaningful share of revenue, so their business cycles matter more than the broader economy.
खरीदने के पक्ष में तर्क
Buyers argue that Teleperformance's scale and long-standing multi-year contracts across around a hundred countries make it the default partner for multinational clients, that Specialized Services such as content moderation and interpretation diversify revenue beyond commoditized call-centre work, and that AI tools bought at scale can lower its own costs rather than only replacing it.
बेचने के पक्ष में तर्क
Sellers worry that generative AI can automate much of the routine customer support Teleperformance sells today, that revenue is concentrated among a limited number of large technology and telecom clients whose own budgets set the pace of growth, and that 2025's low single-digit like-for-like growth signals a maturing, price-competitive market.
Written by the editors, published on 18 अगस्त 2026
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बैलेंस शीट और तरलता
राजस्व
$10.25B
अंतिम प्रकाशित तिमाही तक के पिछले 12 महीने — प्रति शेयर मेट्रिक्स से अनुमानित
शुद्ध आय
$473M
अंतिम प्रकाशित तिमाही तक के पिछले 12 महीने — प्रति शेयर मेट्रिक्स से अनुमानित
Free Cash Flow
$1.16B
कुल इक्विटी
$4.31B
कुल देनदारियाँ
$5.05B
Current Ratio
1.40
Interest Coverage
-
Debt/EBITDA
3.20
Earnings Per Share
राजस्व और शुद्ध आय
Free Cash Flow
आय विवरण
ऐतिहासिक विवरण
समय के साथ मार्जिन
समय के साथ ऋण
ऋण कितना भारी है
वृद्धि तालिका
वृद्धि — राजस्व
Fair Value अनुमान
Fair Value
$169.75
वर्तमान मूल्य
$71.00
Margin of Safety
+58.2%
Fair Value सीमा
$110.34 - $229.16
अनुमान विधियाँ
मूल्यांकन मेट्रिक्स
P/E Ratio
9.08
ROE
11.4%
P/B Ratio
1.00
P/FCF
3.71
Gross Margin
100.0%
ROIC
9.0%
लाभप्रदता Radar
Value Creation (Economic Moat)
ROIC
9.0%
WACC
3.6%
ROIC − WACC
+5.4 pp
ROIC exceeds the cost of capital — the company is creating value for shareholders.
Fundamental विश्लेषण मानदंड
पास (16)
- ROIC 9.0%
- Gross Margin 100.0%
- P/FCF 3.71
- P/B Ratio 1.00
- Debt/Equity ratio
- Operating Margin 9.6%
- Positive Free Cash Flow
- Current Ratio
- Debt/EBITDA
- Price below Graham Number
- DCF valuation (Undervalued)
- ROE 11.2%
- Revenue Growth 5Y 12.2%
- Analyst Consensus 50% Buy
- PEG Ratio 1.02
- Earnings Quality (OCF/NI) 3.24
फेल (4)
- Price CAGR -3.18%
- CapEx intensity
- Net Margin Trend 4.9% vs 5.1%
- Piotroski F-Score 2/9
अनुपलब्ध (7)
- EPS data insufficient
- Dividend Payout NaN%
- Interest Coverage
- Return on Tangible Assets
- Low reliance on intangibles
- Earnings Surprise (Finnhub)
- Share Dilution (missing shares data)
Piotroski F-Score
गंभीर वित्तीय चिंताएं
Earnings गुणवत्ता
उच्च गुणवत्ता: earnings नकदी द्वारा समर्थित
शेयर Dilution
शेयर वापस खरीद रही है। शेयरधारक अनुकूल
प्रशासन
कार्यकारी टीम
| नाम | पद | आयु |
|---|---|---|
| Mr. Jorge Amar | Chief Executive Officer & Director | 43 |
| Mr. Benoit Gabelle | Interim Chief Financial Officer | - |
| Mr. Quy Nguyen-Ngoc M.D. | Investor Relations Director | 56 |
| Ms. Teri O'Brien | Global Chief Legal & Compliance Officer | - |
| Ms. Luciana Cemerka | Chief Marketing Officer | - |
| Mr. Agustin Grisanti | Chief Executive Officer of EMEA & APAC | 52 |
| Ms. Miranda Collard | Chief Executive Officer for Americas | 51 |
| Mr. Juan Carlos Hincapie | Chief Executive Officer of Specialized Services | - |
| Mr. Andreas Braun | Chief AI Officer | - |
Audit जोखिम
1
बोर्ड जोखिम
4
मुआवजा जोखिम
5
शेयरधारक अधिकार जोखिम
5
भाग 2 · कीमत और खरीदने का समय
यह हिस्सा यह नहीं बताता कि कंपनी अच्छी है या नहीं: यह तय करने में मदद करता है कि उसे कब खरीदें, जब फंडामेंटल आपको आश्वस्त कर चुके हों। इसमें: तकनीकी विश्लेषण, संभावना, ऐतिहासिक गिरावट, गामा एक्सपोज़र।
Latest News
Recent headlines for TLPFY, sourced from Markets Gazette.