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| Datum / Uhrzeit |
Titel |
Bewertung |
| 06.10.25 06:31:07 |
Die TeamViewer-Aktionäre, die vor fünf Jahren investiert haben, stecken im Minus. |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
**Zusammenfassung (ca. 500 Wörter)**
Dieser Artikel untersucht die Performance von TeamViewer SE (TMV), einem bekannten Technologie-Aktienkurs, und betrachtet die Diskrepanz zwischen seinem Kursrückgang und seinem robusten finanziellen Wachstum. Obwohl der Aktienkurs über fünf Jahre um 80 % gefallen ist, hat TeamViewer einen durchschnittlichen jährlichen EPS-Wachstum von 9,9 % gezeigt. Dies deutet darauf hin, dass die Marktreaktion möglicherweise übertrieben war, möglicherweise aufgrund unrealistischer Wachstumsannahmen oder eines einzelnen negativen Ereignisses.
Der Artikel stellt die Annahme des “effizienten Marktes” in Frage und betont, dass Marktstimmung oft irrational und reaktiv ist. Er unterstreicht die Bedeutung, über den Aktienkurs hinaus zu schauen, um die wahre Performance eines Unternehmens zu verstehen. Entscheidend ist auch, dass der Umsatz ebenfalls robust gestiegen ist, nämlich um 9,9 % pro Jahr über den gleichen Zeitraum.
Die Analyse konzentriert sich darauf, zu verstehen, warum der Aktienkurs dieses finanzielle Stärke nicht widergespiegelt hat. Der Artikel empfiehlt eine vertiefte Analyse der Unternehmensgrundlagen und deutet an, dass es sich möglicherweise um eine Investitionsmöglichkeit handelt. Er betont auch den Wert der Berücksichtigung von Analysten-Konsensschätzungen, da TeamViewer eine starke Analystenabdeckung hat.
Der Artikel räumt ein, dass TeamViewers Performance hinter dem breiteren deutschen Markt zurückgeblieben ist, der in den letzten zwölf Monaten 18 % gewonnen hat. Langfristige Investoren haben dadurch erhebliche Verluste (12 % über fünf Jahre) erlitten. Daher argumentiert der Artikel, dass Investoren Beweise für zukünftiges Wachstumspotenzial benötigen, bevor sie annehmen können, dass der Aktienkurs stabilisieren wird.
Er weist auf die Bedeutung hin, nach Warnzeichen zu suchen, und weist auf ein einzelnes potenzielles Problem für TeamViewer hin. Schließlich leitet der Artikel die Leser zu einer Liste von unterbewerteten Unternehmen mit jüngstem Insider-Einkauf weiter, um eine proaktivere Herangehensweise an Finanzforschung zu fördern.
Wichtig ist, dass der Artikel seine allgemeine Natur betont und jeglichen Finanzrat ablehnt. Er stellt seine Abhängigkeit von historischen Daten und Analystenprognosen in den Vordergrund und hebt hervor, dass er individuelle Anlegerumstände oder die neuesten, möglicherweise preisempfindlichen Unternehmensankündigungen nicht berücksichtigt. Simply Wall St hält sich in keiner der besprochenen Aktien.
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| 07.09.25 11:38:34 |
Wie hoch wird TeamViewer (XTRA:TMV) bewertet, während Investoren auf die Präsentation in Tokio warten? |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
**Zusammenfassung**
Dieser Artikel analysiert den Aktienkurs von TeamViewer (TMV:XTRA) und hebt eine potenzielle Unterschätzung hervor, die auf Marktspekulationen und Finanzmodellierungen beruht. Obwohl der Aktienkurs in den letzten zwölf Monaten erheblich gesunken ist, trotz positiver Jahresumsätze und Gewinneinbußen, bestehen Fragen, ob der Markt eine Gelegenheit übersehen hat.
Der Kern der Argumentation ist, dass TeamViewer derzeit unter seinem fairen Wert gehandelt wird, hauptsächlich aufgrund von ehrgeizigen Wachstumsplänen, verbesserten Gewinnmargen und einem zukünftigen Unternehmensprofil, das sich erheblich weiterentwickeln wird. Ein erheblicher Anteil (39,3 %) der Analyse deutet auf eine Unterschätzung von rund 15,16 € hin, die auf einem Discounted Cash Flow (DCF)-Modell basiert.
Diese Bewertung wird durch mehrere strategische Faktoren gestützt: Erweiterte Partnerschaften (insbesondere mit SAP und Siemens), Integration in Unternehmensabläufe über TeamViewer ONE und ein Übergang zu wiederkehrenden SaaS-Einnahmen. Diese Integration ermöglicht langfristige Verträge und eine erhöhte Stabilität.
Die Analyse betont die Bedeutung des DCF-Modells, das täglich für Aktien weltweit angewendet wird. Simply Wall St, die Quelle des Artikels, verwendet dieses Modell, um den Wert auf der Grundlage von prognostizierten Cashflows zu bewerten. Die Prognose des Modells ist entscheidend für die Bewertung.
Dennoch werden potenzielle Risiken anerkannt. Der zukünftige Erfolg von TeamViewer hängt von einem anhaltenden Wachstum ab, das durch zunehmenden Wettbewerb und Herausforderungen im kleinen- und mittelständischen Geschäftsbereich beeinträchtigt werden kann.
Der Artikel betont das Potenzial einer Verschiebung der Unternehmensstrategie und eines robusteren SaaS-Modells als treibende Faktoren für die zukünftige Wertentwicklung.
Simply Wall St fördert aktive Anlageforschung. Sie ermutigt Nutzer, ihre eigenen Narrative zu entwickeln, indem sie ihren Aktien-Screener nutzen, der Schlüsselvorteile und Warnhinweise hervorhebt. Ihr Tool ermöglicht es Investoren, Veränderungen in der Bewertung zu verfolgen und potenzielle Chancen zu identifizieren, indem sie den Markt nach unterbewerteten Aktien auf der Grundlage von Cashflows scannen.
Im Wesentlichen befürwortet der Artikel einen langfristigen, fundamentalen Anlageansatz und betont die Notwendigkeit, über das Befolgen der Masse hinauszugehen und das Potenzial des Unternehmens aktiv zu bewerten. |
| 27.08.25 12:00:00 |
Anteriad verstärkt globale Wachstumsstrategie mit Ernennungen von Führungskräften in Asien-Pazifik. |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
**Anteriad verstärkt seine Präsenz in den asiatisch-pazifischen Märkten durch Personalverstärkung**
Rye Brook, New York, 27. August 2025 (GLOBE NEWSWIRE) – Anteriad, ein globaler Marktführer in KI- und datengesteuerten B2B-Marketinglösungen, gab heute die Beförderungen von Jake Phibbs zum Executive Vice President, Sales – APAC, und Josh Lord zum Senior Vice President, Sales – ANZ bekannt. Diese Ernennungen unterstreichen Anteriad’s kontinuierliche Investitionen in die globale Expansion und spiegeln den wachsenden Erfolg des Unternehmens wider, während es seine Präsenz weltweit festigt.
Seit seinem Beitritt zu Anteriad Mitte 2023 haben Phibbs und Lord maßgeblich die Präsenz von Anteriad in der APAC-Region erweitert. Insbesondere waren sie maßgeblich an der Errichtung von Verkaufsbüros in Singapur und Sydney beteiligt, was zu nachhaltigem, dreistelligem Wachstum in der Region führte. Unter ihrer Führung konnte das Team bedeutende Kundenbeziehungen zu Unternehmen wie TeamViewer, Workday und Zoho aufbauen, sowie zahlreiche neue Kunden gewinnen, darunter Remote, Fortinet und NTT. Dieser Erfolg festigte nicht nur das Wachstum in der APAC-Region, sondern stärkte zudem die Position von Anteriad als globaler Marktführer im Bereich B2B-Marketing und Datelösungen.
CEO Rob Sanchez betonte die Bedeutung dieser Beförderungen und erklärte, dass Phibbs und Lord die Vision, das Engagement und die Führungsebene besaßen, um nicht nur Ergebnisse zu erzielen, sondern auch starke Teams und Kundenbeziehungen aufzubauen – wesentliche Unterscheidungsmerkmale von Anteriad. Er bezeichnete ihre Ernennungen als einen wichtigen Meilenstein in der globalen Wachstumsstrategie des Unternehmens.
In seiner erweiterten Rolle wird Phibbs Anteriad’s Wachstumsstrategie im gesamten APAC-Raum leiten, wobei der Schwerpunkt auf Indien, Singapur und ANZ liegt. Lord wird das Sydney-Vertriebsteam leiten, sich auf den Kundenerfolg konzentrieren, die Programme für Programmatisches und BDR (Business Development Representative) Lösungen erweitern und das Wachstum im ANZ-Markt beschleunigen. |
| 08.07.25 05:55:12 |
While institutions own 41% of TeamViewer SE (ETR:TMV), retail investors are its largest shareholders with 43% ownership |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
Key Insights
Significant control over TeamViewer by retail investors implies that the general public has more power to influence management and governance-related decisions The top 22 shareholders own 50% of the company 41% of TeamViewer is held by Institutions
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Every investor in TeamViewer SE (ETR:TMV) should be aware of the most powerful shareholder groups. With 43% stake, retail investors possess the maximum shares in the company. That is, the group stands to benefit the most if the stock rises (or lose the most if there is a downturn).
Meanwhile, institutions make up 41% of the company’s shareholders. Generally speaking, as a company grows, institutions will increase their ownership. Conversely, insiders often decrease their ownership over time.
Let's delve deeper into each type of owner of TeamViewer, beginning with the chart below.
See our latest analysis for TeamViewer XTRA:TMV Ownership Breakdown July 8th 2025
What Does The Institutional Ownership Tell Us About TeamViewer?
Institutions typically measure themselves against a benchmark when reporting to their own investors, so they often become more enthusiastic about a stock once it's included in a major index. We would expect most companies to have some institutions on the register, especially if they are growing.
TeamViewer already has institutions on the share registry. Indeed, they own a respectable stake in the company. This suggests some credibility amongst professional investors. But we can't rely on that fact alone since institutions make bad investments sometimes, just like everyone does. It is not uncommon to see a big share price drop if two large institutional investors try to sell out of a stock at the same time. So it is worth checking the past earnings trajectory of TeamViewer, (below). Of course, keep in mind that there are other factors to consider, too.XTRA:TMV Earnings and Revenue Growth July 8th 2025
TeamViewer is not owned by hedge funds. Looking at our data, we can see that the largest shareholder is Tigerluxone S.à R.L. with 15% of shares outstanding. For context, the second largest shareholder holds about 5.3% of the shares outstanding, followed by an ownership of 3.5% by the third-largest shareholder.
A closer look at our ownership figures suggests that the top 22 shareholders have a combined ownership of 50% implying that no single shareholder has a majority.
Researching institutional ownership is a good way to gauge and filter a stock's expected performance. The same can be achieved by studying analyst sentiments. Quite a few analysts cover the stock, so you could look into forecast growth quite easily.
Story Continues
Insider Ownership Of TeamViewer
The definition of an insider can differ slightly between different countries, but members of the board of directors always count. Company management run the business, but the CEO will answer to the board, even if he or she is a member of it.
I generally consider insider ownership to be a good thing. However, on some occasions it makes it more difficult for other shareholders to hold the board accountable for decisions.
Our data suggests that insiders own under 1% of TeamViewer SE in their own names. But they may have an indirect interest through a corporate structure that we haven't picked up on. It's a big company, so even a small proportional interest can create alignment between the board and shareholders. In this case insiders own €2.9m worth of shares. It is good to see board members owning shares, but it might be worth checking if those insiders have been buying.
General Public Ownership
With a 43% ownership, the general public, mostly comprising of individual investors, have some degree of sway over TeamViewer. This size of ownership, while considerable, may not be enough to change company policy if the decision is not in sync with other large shareholders.
Private Company Ownership
Our data indicates that Private Companies hold 15%, of the company's shares. It's hard to draw any conclusions from this fact alone, so its worth looking into who owns those private companies. Sometimes insiders or other related parties have an interest in shares in a public company through a separate private company.
Next Steps:
While it is well worth considering the different groups that own a company, there are other factors that are even more important. Consider for instance, the ever-present spectre of investment risk. We've identified 1 warning sign with TeamViewer , and understanding them should be part of your investment process.
If you are like me, you may want to think about whether this company will grow or shrink. Luckily, you can check this free report showing analyst forecasts for its future.
NB: Figures in this article are calculated using data from the last twelve months, which refer to the 12-month period ending on the last date of the month the financial statement is dated. This may not be consistent with full year annual report figures.
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Have feedback on this article? Concerned about the content?Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
View Comments |
| 29.03.25 07:58:03 |
TeamViewer's (ETR:TMV) Earnings Offer More Than Meets The Eye |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
TeamViewer SE's (ETR:TMV) recent earnings report didn't offer any surprises, with the shares unchanged over the last week. Our analysis suggests that shareholders might be missing some positive underlying factors in the earnings report.
Trump has pledged to "unleash" American oil and gas and these 15 US stocks have developments that are poised to benefit.XTRA:TMV Earnings and Revenue History March 29th 2025
Examining Cashflow Against TeamViewer's Earnings
In high finance, the key ratio used to measure how well a company converts reported profits into free cash flow (FCF) is the accrual ratio (from cashflow). In plain english, this ratio subtracts FCF from net profit, and divides that number by the company's average operating assets over that period. The ratio shows us how much a company's profit exceeds its FCF.
Therefore, it's actually considered a good thing when a company has a negative accrual ratio, but a bad thing if its accrual ratio is positive. While it's not a problem to have a positive accrual ratio, indicating a certain level of non-cash profits, a high accrual ratio is arguably a bad thing, because it indicates paper profits are not matched by cash flow. Notably, there is some academic evidence that suggests that a high accrual ratio is a bad sign for near-term profits, generally speaking.
For the year to December 2024, TeamViewer had an accrual ratio of -0.25. Therefore, its statutory earnings were very significantly less than its free cashflow. In fact, it had free cash flow of €244m in the last year, which was a lot more than its statutory profit of €123.1m. TeamViewer's free cash flow improved over the last year, which is generally good to see.
That might leave you wondering what analysts are forecasting in terms of future profitability. Luckily, you can click here to see an interactive graph depicting future profitability, based on their estimates.
Our Take On TeamViewer's Profit Performance
Happily for shareholders, TeamViewer produced plenty of free cash flow to back up its statutory profit numbers. Because of this, we think TeamViewer's underlying earnings potential is as good as, or possibly even better, than the statutory profit makes it seem! And on top of that, its earnings per share have grown at an extremely impressive rate over the last three years. The goal of this article has been to assess how well we can rely on the statutory earnings to reflect the company's potential, but there is plenty more to consider. With this in mind, we wouldn't consider investing in a stock unless we had a thorough understanding of the risks. At Simply Wall St, we found 1 warning sign for TeamViewer and we think they deserve your attention.
Story Continues
This note has only looked at a single factor that sheds light on the nature of TeamViewer's profit. But there is always more to discover if you are capable of focussing your mind on minutiae. For example, many people consider a high return on equity as an indication of favorable business economics, while others like to 'follow the money' and search out stocks that insiders are buying. While it might take a little research on your behalf, you may find this free collection of companies boasting high return on equity, or this list of stocks with significant insider holdings to be useful.
Have feedback on this article? Concerned about the content?Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
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| 20.02.25 04:52:04 |
TeamViewer's (ETR:TMV) Earnings Seem To Be Promising |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
Investors signalled that they were pleased with TeamViewer SE's (ETR:TMV) most recent earnings report. Looking deeper at the numbers, we found several encouraging factors beyond the headline profit numbers.
Check out our latest analysis for TeamViewer XTRA:TMV Earnings and Revenue History February 20th 2025
Examining Cashflow Against TeamViewer's Earnings
Many investors haven't heard of the accrual ratio from cashflow, but it is actually a useful measure of how well a company's profit is backed up by free cash flow (FCF) during a given period. To get the accrual ratio we first subtract FCF from profit for a period, and then divide that number by the average operating assets for the period. You could think of the accrual ratio from cashflow as the 'non-FCF profit ratio'.
Therefore, it's actually considered a good thing when a company has a negative accrual ratio, but a bad thing if its accrual ratio is positive. While having an accrual ratio above zero is of little concern, we do think it's worth noting when a company has a relatively high accrual ratio. To quote a 2014 paper by Lewellen and Resutek, "firms with higher accruals tend to be less profitable in the future".
For the year to December 2024, TeamViewer had an accrual ratio of -0.24. That implies it has very good cash conversion, and that its earnings in the last year actually significantly understate its free cash flow. To wit, it produced free cash flow of €244m during the period, dwarfing its reported profit of €123.1m. TeamViewer shareholders are no doubt pleased that free cash flow improved over the last twelve months.
That might leave you wondering what analysts are forecasting in terms of future profitability. Luckily, you can click here to see an interactive graph depicting future profitability, based on their estimates.
Our Take On TeamViewer's Profit Performance
As we discussed above, TeamViewer's accrual ratio indicates strong conversion of profit to free cash flow, which is a positive for the company. Based on this observation, we consider it possible that TeamViewer's statutory profit actually understates its earnings potential! And on top of that, its earnings per share have grown at an extremely impressive rate over the last three years. The goal of this article has been to assess how well we can rely on the statutory earnings to reflect the company's potential, but there is plenty more to consider. With this in mind, we wouldn't consider investing in a stock unless we had a thorough understanding of the risks. For example, we've discovered 1 warning sign that you should run your eye over to get a better picture of TeamViewer.
Story Continues
Today we've zoomed in on a single data point to better understand the nature of TeamViewer's profit. But there are plenty of other ways to inform your opinion of a company. Some people consider a high return on equity to be a good sign of a quality business. So you may wish to see this free collection of companies boasting high return on equity, or this list of stocks with high insider ownership.
Have feedback on this article? Concerned about the content?Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
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| 16.02.25 06:59:45 |
TeamViewer Full Year 2024 Earnings: In Line With Expectations |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
TeamViewer (ETR:TMV) Full Year 2024 Results
Key Financial Results
Revenue: €671.4m (up 7.1% from FY 2023). Net income: €123.1m (up 8.0% from FY 2023). Profit margin: 18% (in line with FY 2023). EPS: €0.77 (up from €0.66 in FY 2023).XTRA:TMV Revenue and Expenses Breakdown February 16th 2025
All figures shown in the chart above are for the trailing 12 month (TTM) period
TeamViewer Meets Expectations
Revenue was in line with analyst estimates. Earnings per share (EPS) was also in line with analyst expectations.
The primary driver behind last 12 months revenue was the EMEA segment contributing a total revenue of €365.2m (54% of total revenue). The largest operating expense was Sales & Marketing costs, amounting to €233.4m (50% of total expenses). Explore how TMV's revenue and expenses shape its earnings.
Looking ahead, revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Germany.
Performance of the German Software industry.
The company's shares are up 9.8% from a week ago.
Risk Analysis
You still need to take note of risks, for example - TeamViewer has 1 warning sign we think you should be aware of.
Have feedback on this article? Concerned about the content?Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
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| 10.11.24 07:05:26 |
TeamViewer SE Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
It's been a mediocre week for TeamViewer SE (ETR:TMV) shareholders, with the stock dropping 13% to €11.68 in the week since its latest third-quarter results. Revenues were €169m, approximately in line with expectations, although statutory earnings per share (EPS) performed substantially better. EPS of €0.25 were also better than expected, beating analyst predictions by 17%. Earnings are an important time for investors, as they can track a company's performance, look at what the analysts are forecasting for next year, and see if there's been a change in sentiment towards the company. So we gathered the latest post-earnings forecasts to see what estimates suggest is in store for next year.
Check out our latest analysis for TeamViewer XTRA:TMV Earnings and Revenue Growth November 10th 2024
After the latest results, the 13 analysts covering TeamViewer are now predicting revenues of €703.8m in 2025. If met, this would reflect a credible 7.0% improvement in revenue compared to the last 12 months. Per-share earnings are expected to grow 16% to €0.90. Before this earnings report, the analysts had been forecasting revenues of €712.4m and earnings per share (EPS) of €0.88 in 2025. So it's pretty clear that, although the analysts have updated their estimates, there's been no major change in expectations for the business following the latest results.
It will come as no surprise then, to learn that the consensus price target is largely unchanged at €15.50. That's not the only conclusion we can draw from this data however, as some investors also like to consider the spread in estimates when evaluating analyst price targets. There are some variant perceptions on TeamViewer, with the most bullish analyst valuing it at €19.00 and the most bearish at €12.00 per share. This shows there is still a bit of diversity in estimates, but analysts don't appear to be totally split on the stock as though it might be a success or failure situation.
Another way we can view these estimates is in the context of the bigger picture, such as how the forecasts stack up against past performance, and whether forecasts are more or less bullish relative to other companies in the industry. It's pretty clear that there is an expectation that TeamViewer's revenue growth will slow down substantially, with revenues to the end of 2025 expected to display 5.6% growth on an annualised basis. This is compared to a historical growth rate of 11% over the past five years. Compare this against other companies (with analyst forecasts) in the industry, which are in aggregate expected to see revenue growth of 11% annually. So it's pretty clear that, while revenue growth is expected to slow down, the wider industry is also expected to grow faster than TeamViewer.
Story Continues
The Bottom Line
The most obvious conclusion is that there's been no major change in the business' prospects in recent times, with the analysts holding their earnings forecasts steady, in line with previous estimates. On the plus side, there were no major changes to revenue estimates; although forecasts imply they will perform worse than the wider industry. There was no real change to the consensus price target, suggesting that the intrinsic value of the business has not undergone any major changes with the latest estimates.
Following on from that line of thought, we think that the long-term prospects of the business are much more relevant than next year's earnings. We have forecasts for TeamViewer going out to 2026, and you can see them free on our platform here.
Plus, you should also learn about the 1 warning sign we've spotted with TeamViewer .
Have feedback on this article? Concerned about the content?Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
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| 08.11.24 05:23:49 |
TeamViewer Third Quarter 2024 Earnings: EPS Beats Expectations |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
TeamViewer (ETR:TMV) Third Quarter 2024 Results
Key Financial Results
Revenue: €168.7m (up 6.7% from 3Q 2023). Net income: €39.5m (up 49% from 3Q 2023). Profit margin: 23% (up from 17% in 3Q 2023). The increase in margin was primarily driven by higher revenue. EPS: €0.25 (up from €0.16 in 3Q 2023).XTRA:TMV Earnings and Revenue Growth November 8th 2024
All figures shown in the chart above are for the trailing 12 month (TTM) period
TeamViewer EPS Beats Expectations
Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 17%.
Looking ahead, revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Germany.
Performance of the German Software industry.
The company's shares are down 16% from a week ago.
Risk Analysis
It is worth noting though that we have found 1 warning sign for TeamViewer that you need to take into consideration.
Have feedback on this article? Concerned about the content?Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
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| 14.10.24 11:26:09 |
Investors in TeamViewer (ETR:TMV) have unfortunately lost 52% over the last five years |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
We think intelligent long term investing is the way to go. But unfortunately, some companies simply don't succeed. For example the TeamViewer SE (ETR:TMV) share price dropped 52% over five years. That's an unpleasant experience for long term holders. And some of the more recent buyers are probably worried, too, with the stock falling 25% in the last year.
Now let's have a look at the company's fundamentals, and see if the long term shareholder return has matched the performance of the underlying business.
View our latest analysis for TeamViewer
While markets are a powerful pricing mechanism, share prices reflect investor sentiment, not just underlying business performance. One flawed but reasonable way to assess how sentiment around a company has changed is to compare the earnings per share (EPS) with the share price.
While the share price declined over five years, TeamViewer actually managed to increase EPS by an average of 26% per year. So it doesn't seem like EPS is a great guide to understanding how the market is valuing the stock. Alternatively, growth expectations may have been unreasonable in the past.
Because of the sharp contrast between the EPS growth rate and the share price growth, we're inclined to look to other metrics to understand the changing market sentiment around the stock.
Revenue is actually up 12% over the time period. A more detailed examination of the revenue and earnings may or may not explain why the share price languishes; there could be an opportunity.
The company's revenue and earnings (over time) are depicted in the image below (click to see the exact numbers). earnings-and-revenue-growth
TeamViewer is well known by investors, and plenty of clever analysts have tried to predict the future profit levels. Given we have quite a good number of analyst forecasts, it might be well worth checking out this freechart depicting consensus estimates.
A Different Perspective
Investors in TeamViewer had a tough year, with a total loss of 25%, against a market gain of about 17%. Even the share prices of good stocks drop sometimes, but we want to see improvements in the fundamental metrics of a business, before getting too interested. Unfortunately, last year's performance may indicate unresolved challenges, given that it was worse than the annualised loss of 9% over the last half decade. We realise that Baron Rothschild has said investors should "buy when there is blood on the streets", but we caution that investors should first be sure they are buying a high quality business. It's always interesting to track share price performance over the longer term. But to understand TeamViewer better, we need to consider many other factors. For example, we've discovered 1 warning sign for TeamViewer that you should be aware of before investing here.
Story continues
If you would prefer to check out another company -- one with potentially superior financials -- then do not miss this freelist of companies that have proven they can grow earnings.
Please note, the market returns quoted in this article reflect the market weighted average returns of stocks that currently trade on German exchanges.
Have feedback on this article? Concerned about the content?Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
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