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| 30.07.25 12:00:00 | TeamViewer Best-in-Class für vernetzte Worker Platformen in 2025 PAC RADAR |  |
| **TeamViewer Best-in-Class Vendor in Digital Platforms for Connected Workers Kategorie* * TeamViewer, ein weltweit führender Anbieter von digitalen Arbeitsplatzlösungen, wurde von PAC RADAR "Digital Platforms & Service Providers for Specific Industrial Use Cases in Europe 2025" zum einzigen erstklassigen Anbieter in der Kategorie Digitale Plattformen für vernetzte Arbeitnehmer ernannt. Diese Anerkennung ist das zweite Jahr in Folge für das Unternehmen und verfestigt seine Position als Marktführer im digitalen Transformationsraum. **Key Features von TeamViewer Frontline** TeamViewer Frontline ist eine integrierte Augmented Reality (AR)-Plattform für Frontline-Produktivität, die manuelle Prozesse für Logistik, Fertigung und Feldservice-Teams transformiert. Die Plattform ermöglicht es Mitarbeitern, geführte Workflows zu verfolgen, mit Remote-Experten zusammenzuarbeiten und kontextspezifische Daten in Echtzeit zuzugreifen. Frontline integriert sich mit Kernsystemen, darunter SAP, Siemens und Manhattan Associates, um Fehler zu reduzieren, Effizienz zu steigern und Prozesse im Maßstab zu digitalisieren, ohne dass Infrastrukturänderungen erforderlich sind. **Vorteile von TeamViewer Frontline* * **Context-Datenzugriff*: TeamViewer Frontline bietet den Mitarbeitern Echtzeit-Zugriff zu kontextspezifischen Daten, damit sie fundierte Entscheidungen treffen und die Produktivität verbessern können. * **Bearbeitung*: Die Plattform ermöglicht eine nahtlose Zusammenarbeit zwischen Teams, unabhängig von Standort oder Gerät. * **Guided Workflows*: Die AR-Funktionen von Frontline ermöglichen es den Mitarbeitern, geführte Workflows zu verfolgen, Fehler zu reduzieren und die Effizienz zu steigern. **Real-World Beispiele von TeamViewer Frontline Adoption** **GE Aerospace**: Mit Frontline Upskill trainieren Techniker weltweit mit 3D-Modellen von Motoren und Flugzeugkomponenten. **Volvo Gruppe**: Mit Frontlines Vision Picking-Lösung wird die Ersatzteillogistik verbessert und erreicht eine 25% Steigerung der Picking-Qualität und schnelleres Onboarding im Sydney Distributionszentrum. **Brack. Alltron**: Ergänzt Vision Picking mit intelligenten Gläsern, erreicht 15% schneller Auftragsabwicklung und 12% Fehlerreduktion in Spitzenzeiten. **Vandemoortele*: Scales Frontline über 6 Lagerstätten, wodurch die durchschnittliche Ausbildungszeit für Leiharbeiter um 25% reduziert wird. ** Erweiterung der KI-Fähigkeiten** TeamViewer erweitert seine KI-Funktionen weiter und integriert künstliche Intelligenz, um eine Reihe von Anwendungsfällen in der gesamten Suite zu verbessern. KI-gestützte Werkzeuge umfassen: **Real-time mehrsprachige Untertitel*: Helfen Sie, Kommunikationsbarrieren in Remote-Support-Sessions zu brechen. * ** Automatische Transkriptions- und Summationswerkzeuge*: Schlüsselwissen mit minimalem Aufwand erfassen. * **AI-powered workflow generation*: Konvertieren Sie sofort PDFs in strukturierte digitale Workflows, wodurch Supervisor-Workloads und beschleunigtes Rollout erleichtert werden. **Über TeamViewer* * TeamViewer bietet eine Digital Workplace-Plattform, die Menschen mit Technologie verbindet – die es ermöglicht, digitale Prozesse zu verbessern und zu automatisieren, um die Arbeit besser zu machen. Mit dem Fokus auf die richtigen Anwendungsfälle und Partnerschaften wächst TeamViewer schneller als der Markt und gewinnt weiteren Marktanteil. **Ausschluss* * Die Anerkennung von TeamViewer als best-in-class-Anbieter in der Kategorie Digitale Plattformen für vernetzte Arbeitnehmer ist ein Beweis für seinen innovativen Ansatz zur Lösung realer operativer Herausforderungen mit praktischer, skalierbarer Technologie. Da das Unternehmen seine KI-Fähigkeiten weiter ausbaut und innovative digitale Lösungen liefert, ist es gut aufgestellt, an der Spitze des digitalen Transformationsraums zu bleiben. |
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| 08.07.25 05:55:12 | While institutions own 41% of TeamViewer SE (ETR:TMV), retail investors are its largest shareholders with 43% ownership |  |
| 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 We've found 21 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free. Invest in Gold Priority Gold: Up to $15k in Free Silver + Zero Account Fees on Qualifying Purchase Learn More American Hartford Gold: #1 Precious Metals Dealer in the Nation Learn More Thor Metals Group: Best Overall Gold IRA Learn More Powered by Money.com - Yahoo may earn commission from the links above. 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. — Weekly Picks from Community Investing narratives with Fair Values Suncorp’s Next Chapter: Insurance-Only and Ready to Grow By Robbo – Community Contributor Fair Value Estimated: A$22.83 · 0.1% Overvalued Thyssenkrupp Nucera Will Achieve Double-Digit Profits by 2030 Boosted by Hydrogen Growth By Chris1 – Community Contributor Fair Value Estimated: €14.40 · 0.3% Overvalued Tesla’s Nvidia Moment – The AI & Robotics Inflection Point By BlackGoat – Community Contributor Fair Value Estimated: $359.72 · 0.2% Overvalued View more featured narratives — 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 |
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| 29.03.25 07:58:03 | TeamViewer's (ETR:TMV) Earnings Offer More Than Meets The Eye | |
| 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. View Comments |
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| 20.02.25 04:52:04 | TeamViewer's (ETR:TMV) Earnings Seem To Be Promising | |
| 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. View Comments |
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| 16.02.25 06:59:45 | TeamViewer Full Year 2024 Earnings: In Line With Expectations | |
| 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. View Comments |
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| 10.11.24 07:05:26 | TeamViewer SE Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions | |
| 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. View Comments |
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| 08.11.24 05:23:49 | TeamViewer Third Quarter 2024 Earnings: EPS Beats Expectations | |
| 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. View Comments |
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| 14.10.24 11:26:09 | Investors in TeamViewer (ETR:TMV) have unfortunately lost 52% over the last five years | |
| 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. View comments |
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| 17.09.24 06:57:59 | TeamViewer SE (ETR:TMV) has caught the attention of institutional investors who hold a sizeable 50% stake | |
| Key Insights Given the large stake in the stock by institutions, TeamViewer's stock price might be vulnerable to their trading decisions 51% of the business is held by the top 14 shareholders Ownership research along with analyst forecasts data help provide a good understanding of opportunities in a stock Every investor in TeamViewer SE (ETR:TMV) should be aware of the most powerful shareholder groups. The group holding the most number of shares in the company, around 50% to be precise, is institutions. Put another way, the group faces the maximum upside potential (or downside risk). Since institutional have access to huge amounts of capital, their market moves tend to receive a lot of scrutiny by retail or individual investors. Therefore, a good portion of institutional money invested in the company is usually a huge vote of confidence on its future. Let's delve deeper into each type of owner of TeamViewer, beginning with the chart below. Check out our latest analysis for TeamViewer ownership-breakdown What Does The Institutional Ownership Tell Us About TeamViewer? Many institutions measure their performance against an index that approximates the local market. So they usually pay more attention to companies that are included in major indices. 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. If multiple institutions change their view on a stock at the same time, you could see the share price drop fast. It's therefore worth looking at TeamViewer's earnings history below. Of course, the future is what really matters. earnings-and-revenue-growth TeamViewer is not owned by hedge funds. Permira Advisers Ltd. is currently the largest shareholder, with 16% of shares outstanding. With 5.0% and 3.7% of the shares outstanding respectively, BlackRock, Inc. and Norges Bank Investment Management are the second and third largest shareholders. After doing some more digging, we found that the top 14 have the combined ownership of 51% in the company, suggesting that no single shareholder has significant control over the company. While studying institutional ownership for a company can add value to your research, it is also a good practice to research analyst recommendations to get a deeper understand of a stock's expected performance. There are plenty of analysts covering the stock, so it might be worth seeing what they are forecasting, too. Story continues Insider Ownership Of TeamViewer The definition of company insiders can be subjective and does vary between jurisdictions. Our data reflects individual insiders, capturing board members at the very least. The company management answer to the board and the latter should represent the interests of shareholders. Notably, sometimes top-level managers are on the board themselves. 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 information suggests that TeamViewer SE insiders own under 1% of the company. It's a big company, so even a small proportional interest can create alignment between the board and shareholders. In this case insiders own €12m 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 The general public-- including retail investors -- own 34% stake in the company, and hence can't easily be ignored. 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 Equity Ownership With a stake of 16%, private equity firms could influence the TeamViewer board. Sometimes we see private equity stick around for the long term, but generally speaking they have a shorter investment horizon and -- as the name suggests -- don't invest in public companies much. After some time they may look to sell and redeploy capital elsewhere. Next Steps: I find it very interesting to look at who exactly owns a company. But to truly gain insight, we need to consider other information, too. Consider risks, for instance. Every company has them, and we've spotted 1 warning sign for TeamViewer you should know about. 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. 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 |
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| 07.08.24 05:36:44 | We Like The Quality Of TeamViewer's (ETR:TMV) Earnings | |
| Shareholders appeared to be happy with TeamViewer SE's (ETR:TMV) solid earnings report last week. According to our analysis of the report, the strong headline profit numbers are supported by strong earnings fundamentals. Check out our latest analysis for TeamViewer earnings-and-revenue-history 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. The ratio shows us how much a company's profit exceeds its FCF. As a result, a negative accrual ratio is a positive for the company, and a positive accrual ratio is a negative. 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 June 2024, TeamViewer had an accrual ratio of -0.25. Therefore, its statutory earnings were very significantly less than its free cashflow. To wit, it produced free cash flow of €232m during the period, dwarfing its reported profit of €105.7m. TeamViewer did see its free cash flow drop year on year, which is less than ideal, like a Simpson's episode without Groundskeeper Willie. 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. 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 the EPS is up 62% annually, over the last three years. Of course, we've only just scratched the surface when it comes to analysing its earnings; one could also consider margins, forecast growth, and return on investment, among other factors. If you'd like to know more about TeamViewer as a business, it's important to be aware of any risks it's facing. While conducting our analysis, we found that TeamViewer has 1 warning sign and it would be unwise to ignore it. 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. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com View comments |
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