Teleperformance SE (TLPFY)

Teleperformance SE (TLPFY) Industrial Operations Profile

Teleperformance SE, a global leader in outsourced customer and citizen experience management, provides a comprehensive suite of services including customer care, technical support, and back-office solutions. With a wide geographic reach and a focus on digital integration, the company serves diverse sectors, positioning itself as a key player in the specialty business services industry.

What Is the Investment Thesis for TLPFY?

Teleperformance SE presents a compelling investment case based on its established market position and diverse service offerings. The company's P/E ratio of 6.01, as of 2026-03-15, suggests a potentially undervalued stock relative to its earnings. A high dividend yield of 8.20% offers an attractive income stream for investors. Growth catalysts include the increasing demand for outsourced customer experience management and the company's expansion into digital integrated business services. However, investors may want to evaluate the relatively low profit margin of 4.9% and gross margin of 11.8% as potential areas of concern. The company's beta of 0.56 indicates lower volatility compared to the market, which may appeal to risk-averse investors.

Based on FMP financials and quantitative analysis

TLPFY Key Highlights

• Market capitalization of $3.37B reflects Teleperformance SE's significant presence in the outsourced services market.
• P/E ratio of 6.01 suggests potential undervaluation compared to industry peers.
• Dividend yield of 8.20% provides a substantial income stream for investors.
• Profit margin of 4.9% indicates room for improvement in operational efficiency.
• Beta of 0.56 suggests lower volatility compared to the broader market.

Who Are TLPFY's Competitors?

TLPFY is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.

AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance

What Are TLPFY's Key Strengths?

• Global presence and scale
• Diverse service offerings
• Established client relationships
• Expertise in customer experience management

What Are TLPFY's Weaknesses?

• Relatively low profit margin
• Dependence on a few large clients
• Exposure to currency fluctuations
• Potential for reputational damage from data breaches

What Could Drive TLPFY Stock Higher?

• Increasing demand for outsourced customer experience management services.
• Expansion of digital integrated business services.
• Potential strategic acquisitions to enhance service offerings.
• Focus on high-growth verticals such as healthcare and e-commerce.

What Are the Key Risks for TLPFY?

• Increasing competition from other BPO providers.
• Economic downturns that reduce demand for outsourced services.
• Technological disruptions that render existing services obsolete.
• Regulatory changes that increase compliance costs.
• Currency fluctuations impacting ADR value.

What Are the Growth Opportunities for TLPFY?

• Expansion in Digital Integrated Business Services: Teleperformance can capitalize on the growing demand for digital solutions by expanding its Digital Integrated Business Services segment. This includes social media content moderation, data labeling for automation, and AI-driven knowledge services. The market for AI-related services is projected to reach $200 billion by 2025, offering a significant growth opportunity for Teleperformance.
• Geographic Expansion in Emerging Markets: Teleperformance can drive growth by expanding its presence in emerging markets, particularly in Asia-Pacific and Latin America. These regions offer significant growth potential due to increasing demand for outsourced customer experience management and lower labor costs. The global BPO market is expected to reach $300 billion by 2027, with emerging markets contributing a significant portion of this growth.
• Strategic Acquisitions to Enhance Service Offerings: Teleperformance can pursue strategic acquisitions to enhance its service offerings and expand its market reach. Acquiring companies with expertise in niche areas such as AI, data analytics, and cybersecurity can strengthen Teleperformance's competitive position and drive revenue growth. The M&A activity in the BPO sector is expected to remain strong, providing opportunities for Teleperformance to acquire valuable assets.
• Focus on High-Growth Verticals: Teleperformance can focus on serving high-growth verticals such as healthcare, e-commerce, and fintech. These industries are experiencing rapid growth and require specialized customer experience management solutions. By tailoring its services to meet the specific needs of these verticals, Teleperformance can attract new clients and drive revenue growth. The healthcare BPO market, for example, is expected to reach $80 billion by 2028.
• Leveraging AI and Automation to Improve Efficiency: Teleperformance can leverage AI and automation technologies to improve operational efficiency and reduce costs. Automating routine tasks, such as data entry and customer support, can free up human agents to focus on more complex and value-added activities. The adoption of AI in the BPO sector is expected to increase significantly, driving cost savings and improving service quality.

What Opportunities Does TLPFY Have?

• Expansion in digital integrated business services
• Geographic expansion in emerging markets
• Strategic acquisitions to enhance service offerings
• Focus on high-growth verticals

What Threats Does TLPFY Face?

• Increasing competition from other BPO providers
• Economic downturns that reduce demand for outsourced services
• Technological disruptions that render existing services obsolete
• Regulatory changes that increase compliance costs

What Are TLPFY's Competitive Advantages?

• Global scale and reach: Teleperformance has a presence in numerous countries, allowing it to serve multinational clients.
• Diverse service offerings: The company provides a wide range of services, reducing its reliance on any single service or industry.
• Established relationships with clients: Teleperformance has long-standing relationships with many of its clients, creating switching costs.
• Expertise in customer experience management: The company has deep expertise in customer experience management, which is a valuable asset in a competitive market.

What Does TLPFY Do?

Teleperformance SE, established in 1910 and headquartered in Paris, France, has evolved into a global leader in outsourced customer and citizen experience management. The company operates through three primary segments: Core Services and Digital Integrated Business Services, and Specialized Services. Its core offerings include customer and citizen care, technical support, and customer acquisition services. Teleperformance also provides back-office solutions and integrated services, encompassing social media content moderation and data labeling for automation. Furthermore, the company delivers knowledge services in analytics, automated systems, and artificial intelligence. Teleperformance manages business processes, offers digital platforms, consulting, and data analysis services, and provides business process outsourcing for government agencies. Specialized services include online interpreting, visa application management, online healthcare navigation, and accounts receivable credit management. The company serves a broad range of industries, including automotive, energy and utilities, insurance, public sector, technology, travel and hospitality, banking and financial services, healthcare, media, retail and e-commerce, crypto, cargo, telecom, and video games.

What Products and Services Does TLPFY Offer?

• Provides outsourced customer and citizen experience management services.
• Offers customer care, technical support, and customer acquisition services.
• Delivers back-office solutions and integrated services.
• Provides social media content moderation and data labeling for automation solutions.
• Offers knowledge services in analytics, automated systems, and artificial intelligence.
• Manages business processes and provides digital platform, consulting, and data analysis services.
• Provides business process outsourcing services for government agencies.
• Offers online interpreting services, visa application management, and online healthcare navigation.

How Does TLPFY Make Money?

• Teleperformance generates revenue by providing outsourced customer and citizen experience management services to businesses and government agencies.
• The company charges fees for its services, which may be based on a per-call, per-transaction, or per-employee basis.
• Teleperformance also generates revenue from providing digital platform, consulting, and data analysis services.
• The company's business model is scalable, allowing it to efficiently serve clients of all sizes.

What Industry Does TLPFY Operate In?

Teleperformance SE operates within the global specialty business services industry, which is experiencing growth driven by the increasing demand for outsourced customer experience management. The market is competitive, with key players including ACDVF (Accenture), BRTHY (Bertelsmann), CHFFF (Adecco Group), DKSHF (DKSH Holding), and EJTTF (Recruit Holdings). Teleperformance's focus on digital integration and diverse service offerings positions it to capitalize on the evolving needs of businesses seeking to enhance customer engagement and operational efficiency. As companies increasingly prioritize customer experience, the demand for outsourced solutions is expected to continue to rise, driving growth in the industry.

Who Are TLPFY's Key Customers?

• Automotive companies
• Energy and utilities companies
• Insurance companies
• Public sector organizations
• Technology companies
• Travel and hospitality companies
• Banking and financial services companies
• Healthcare companies
• Media companies
• Retail and e-commerce companies
• Crypto companies
• Cargo companies
• Telecom companies
• Video game companies

How Teleperformance SE Is Valued

Teleperformance SE carries a market capitalization of $3.37B, placing it in the mid-cap category. Relative to its peer group, TLPFY's quantitative score of 39/100 is roughly in line with the peer average of 48/100.

Company Profile

Teleperformance SE operates in the Specialty Business Services industry within the Industrials sector. It is headquartered in Paris, FR. The company is led by CEO Jorge Amar. TLPFY has traded publicly since 2015.

ROE 12%Key Financial Metrics

Return on equity for Teleperformance SE stands at 12.4%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 4.3%, showing how much profit it generates from its asset base. TLPFY trades at a trailing price-to-earnings ratio of 5.92, below the Industrials sector average of ~30x. Its free cash flow yield is 40.1%, a gauge of the cash the business throws off relative to its market value. A current ratio of 1.18 indicates the company holds enough short-term assets to cover its near-term obligations. Its earnings yield is 16.9%, the inverse of the P/E and a quick read on earnings relative to price.

F-Score 6/9Financial Health

Teleperformance SE's Piotroski F-Score is 6/9, a 9-point checklist of profitability, leverage and efficiency — a middling fundamental profile. Its Altman Z-Score of 3.22 places it in the safe zone, indicating low near-term bankruptcy risk.

FY2026 estForward Outlook

Wall Street analysts project Teleperformance SE revenue of about $9.82B for fiscal 2026, with EPS near $6.54. The estimate reflects 13 contributing analysts.

TLPFY Financials

TLPFY Latest News

No recent news available for TLPFY.

TLPFY Analyst Consensus

TLPFY MoonshotScore

What Investors Ask About Teleperformance SE (TLPFY) — Industrials

Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.

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