Added to YB: 2025-12-23
Pitch date: 2025-12-20
TEP.PA [neutral]
Teleperformance SE
-8.81%
current return
Author Info
No bio for this author
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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 3.1B
Pitch Price
EUR 56.91
Price Target
N/A
Dividend
8.40%
EV/EBITDA
3.82
P/E
6.38
EV/Sales
0.69
Sector
Professional Services
Category
value
Show full summary:
The Great AI Overreaction - Teleperformance SE
TEP.PA (watchlist): 'AI extinction' narrative overdone; 2024 FCF €1.08B (+33.5% YoY), 1.9x net debt/EBITDA, €4.20 dividend. H1 2025 FCF drop driven by FX (-€121M) & restructuring costs, mgmt targets €900M+ full-year. €100M AI investment program building hybrid human+AI ops. Forward P/E ~5.5x prices terminal decline incorrectly.
Read full article (2 min)