-0.08%
27.29%
38.95%
94.92%
112.42%
-10.93%
26.92%
AI Spotlight on TRUE
Company Description
Truecaller AB (publ), through its subsidiary, True Software Scandinavia AB, operates a communication platform for verifying contacts and blocking unwanted calls and messages worldwide.It enables safe and relevant conversations between people and for businesses to connect with consumers.Truecaller AB (publ) was founded in 2009 and is headquartered in Stockholm, Sweden.
Market Data
| Last Price | 66 |
| Change Percentage | -0.08% |
| Open | 66.25 |
| Previous Close | 66.05 |
| Market Cap ( Millions) | 22913 |
| Volume | 759378 |
| Year High | 66.95 |
| Year Low | 25.85 |
| M A 50 | 53.2 |
| M A 200 | 41.75 |
Financial Ratios
| FCF Yield | 2.25% |
| Dividend Yield | 2.58% |
| ROE | 31.54% |
| Debt / Equity | 7.92% |
| Net Debt / EBIDTA | -34.49% |
| Price To Book | 16.89 |
| Price Earnings Ratio | 46.44 |
| Price To FCF | 44.41 |
| Price To sales | 12.98 |
| EV / EBITDA | 34.38 |
News
- Jan -28 - 3 Insider-Favored Growth Companies To Consider
- Jan -22 - Truecaller announces its biggest ever update for iPhone users globally
- Jan -14 - Exploring 3 High Growth Tech Stocks with Potential for Future Expansion
- Jan -03 - Exploring 3 Undervalued Small Caps With Recent Insider Activity
- Dec -30 - 3 Growth Companies With Significant Insider Stakes
- Dec -30 - December 2024's Top Stock Selections Estimably Priced Below Fair Value
- Dec -27 - Truecaller continues strong growth, surpasses 400 million Android users
- Dec -16 - High Growth Tech Stocks To Watch This December 2024
- Dec -05 - Undervalued Small Caps With Insider Activity In December 2024
- Dec -02 - Repurchase of Truecaller B shares in week 48, 2024
- Nov -28 - 3 Stocks That May Be Trading Below Their Estimated Value By 38% To 50%
- Nov -25 - Repurchase of Truecaller B shares in week 47, 2024
- Nov -18 - Insider-Led Growth: 3 Top Companies To Watch
- Nov -15 - Exploring High Growth Tech Stocks for November 2024
- Nov -11 - Repurchase of Truecaller B shares in week 45, 2024
- Nov -06 - Truecaller: Additional information following the announcement of appointment of a new CEO
- Nov -06 - Truecaller: All-time high user growth and solid development of revenue and profits
- Nov -06 - Rishit Jhunjhunwala appointed as Truecaller CEO
- Nov -05 - Exploring 3 Noteworthy Undervalued Small Caps With Insider Action
- Nov -05 - Truecaller earns triple ISO certifications
Business Breakdown
Expected Mid-Term Growth
Segment n°1 -> Advertising
Expected Growth : 14.4 %
What the company do ?
Advertising from Truecaller AB (publ) refers to targeted ads displayed on the Truecaller app, leveraging user data and behavior to deliver personalized promotions.
Why we expect these perspectives ?
Truecaller's 14.4% growth in advertising is driven by increasing mobile penetration, rising demand for targeted online ads, and growing adoption of digital channels by businesses. Additionally, the company's unique user data and analytics capabilities, coupled with its expanding presence in emerging markets, contribute to its rapid growth in the advertising segment.
Segment n°2 -> User
Expected Growth : 9.95 %
What the company do ?
Truecaller AB (publ) User refers to an individual who uses Truecaller's caller ID and spam blocking services to identify and manage incoming calls and messages.
Why we expect these perspectives ?
Truecaller AB (publ) achieves 9.95% growth driven by increasing smartphone penetration, rising demand for caller identification and spam blocking, expansion into new markets, strategic partnerships, and continuous innovation in AI-powered features, enhancing user experience and driving revenue growth.
Segment n°3 -> Truecaller for Business
Expected Growth : 11.53 %
What the company do ?
Truecaller for Business is a B2B solution offering verified business identities, caller identification, and fraud prevention for enterprises.
Why we expect these perspectives ?
Truecaller for Business's 11.53% growth is driven by increasing demand for verified customer interactions, expansion into new markets, and strategic partnerships. The platform's ability to provide accurate caller identification, fraud detection, and customer engagement solutions resonates with businesses seeking to enhance customer experience and reduce operational costs.
Segment n°4 -> Other
Expected Growth : 10.47 %
What the company do ?
Truecaller AB (publ) is a Swedish company that offers a caller ID and spam blocking app, providing users with information about unknown numbers and blocking unwanted calls.
Why we expect these perspectives ?
Truecaller AB's 10.47% growth is driven by increasing adoption of its caller ID and spam blocking features, expansion into new markets, and growing revenue from its premium services. Additionally, the company's strategic partnerships and investments in emerging technologies such as AI and machine learning are contributing to its growth momentum.
Truecaller Ab (Publ) Products
| Product Range | What is it ? |
|---|---|
| Truecaller | A mobile app that helps users identify and block unwanted calls and SMS, while also providing features like caller ID, spam detection, and more. |
| Truecaller Insights | A data analytics platform that provides insights on mobile usage patterns, demographics, and market trends. |
| Truecaller Enterprise | A suite of APIs and SDKs that enable businesses to integrate Truecaller's verification and identification capabilities into their own applications. |
| Truecaller Pay | A mobile payment service that allows users to make transactions, pay bills, and recharge their mobile balances. |
| Truecaller Ads | A mobile advertising platform that enables businesses to reach their target audience through targeted ads. |
Truecaller AB (publ)'s Porter Forces
Threat Of Substitutes
Truecaller's services are unique, but users can switch to alternative caller ID apps, which reduces the threat of substitutes.
Bargaining Power Of Customers
Truecaller's customers are individual users who do not have significant bargaining power, as they are not bulk purchasers.
Bargaining Power Of Suppliers
Truecaller's suppliers are primarily telecom operators, who do not have significant bargaining power due to the company's strong market position.
Threat Of New Entrants
The threat of new entrants is high due to low barriers to entry and the potential for new competitors to emerge in the caller ID app market.
Intensity Of Rivalry
The intensity of rivalry is medium due to the presence of several established players in the caller ID app market, but Truecaller's strong brand recognition and market share mitigate the threat.
Capital Structure
| Value | |
|---|---|
| Debt Weight | 6.49% |
| Debt Cost | 10.92% |
| Equity Weight | 93.51% |
| Equity Cost | 12.48% |
| WACC | 12.38% |
| Leverage | 6.94% |
Truecaller AB (publ) : Quality Control
Truecaller AB (publ) passed 5 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
| Company | Rational |
|---|---|
| CBRAIN.CO | cBrain A/S, a software company, develops and provides software solutions for government, private, education, and non-profit sectors in Denmark and internationally. The company offers F2 Digital Platform, an integrated software … |
| SHO.WA | Shoper SA provides Software as a Service solutions for e-commerce in Poland. The company offers subscription-based services for private label stores. It also provides Shoper payment, campaigns, and apps. The … |
| FAA.DE | Fabasoft AG, together with its subsidiaries, manufactures software products, and provides cloud services to public and private sectors in Austria, Germany, Switzerland, and internationally. The company offers Fabasoft eGov-Suite, an … |
| LTG.L | Learning Technologies Group plc, together with its subsidiaries, provides a range of talent and learning solutions, content, services, and digital platforms to corporate and government clients. It operates through Software … |
| ALESK.PA | Esker SA provides SaaS-based document process automation solutions in France and internationally. The company offers procure-to-pay solutions, which includes supplier and contract management, procurement, AP automation, expense management, and payment … |
Peers Metrics
DCF BETA
Expected Cash-Flows
Scoring Insights
Peers Group Analysis
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LTG
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Shoper
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1-Year Total Return ->
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Esker
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4
Truecaller
A-Score
1-Year Total Return ->
5
Fabasoft
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1-Year Total Return ->
6
