Loading…
Sells enterprise data warehousing and analytics software that large companies use to store and analyze big data.
Sells enterprise data warehousing and analytics software that large companies use to store and analyze big data.
Customers sign long contracts, and revenue is shifting from on-premises appliance sales to subscriptions for its cloud platform, which it hosts on the big public clouds. Its recurring share is rising as older customers migrate.
Moat: narrow (switching costs, installed base). Long-standing large enterprise data warehouse deployments are costly to migrate, but cloud rivals are gaining share.
Headquarters: San Diego, California, United States · Founded: 1979 · Employees: 5,100
Size Teradata (TDC) is a United States Information Technology company (Packaged Software) with a market value of $2.96B, the 1567th largest of 3,117 United States companies the cockpit tracks. Shares closed at $31.80 on 6 Nov 2026.
Performance Over six months the shares gained 0.7%, against -5.0% for the median peer and -1.1% for the United States market (cap-weighted) — 8th highest of 20 in its peer set.
Growth Revenue grew 1.0% over the last twelve months (peer median +12.5%); the operating margin is 7.9% (peer median 6.4%).
Valuation It trades at 11.6× forward earnings against a peer median of 22.4× (cheapest of 18).
Price implies For today's price to make sense, revenue must grow about -5% a year for seven years (Req g). Recent delivered growth is -2%, so the hurdle is -3 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 30.3 points above its cost of capital (7.8% WACC).
Backlog Backlog (remaining performance obligations) was $2.00B at 30 Sep 2026, up 7% on a year earlier — 1.2 years of trailing revenue. Backlog detail →
Short interest Short interest is 16.2% of the free float (15 Oct 2026).
Next results Next results expected around 15 Feb 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $1.69B | $1.66B | $1.75B | $1.83B | $1.79B |
| Revenue growth | — | -5% | -5% | +2% | — |
| Gross profit | $1.03B | $993M | $1.06B | $1.12B | $1.09B |
| EBITDA | $229M | $301M | $314M | $302M | $258M |
| Net income | $458M | $130M | $114M | $62.0M | $33.0M |
| Free cash flow | $736M | $286M | $279M | $356M | $405M |
| Capital expenditure | $27.0M | $20.0M | $26.0M | $20.0M | $16.0M |
| Total debt | $99.0M | $557M | $576M | $640M | $637M |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Teradata TDC | $2.96B | +1% | +1% | 8% | 11.6× | -5.4% |
| SNOW SNOW | $97.3B | +81% | +32% | -22% | 108.4× | 41.3% |
| Amazon AMZN | $2.80T | -5% | +15% | 13% | 26.3× | n/a |
| Alphabet Inc. (Class A) GOOGL | $3.47T | -29% | +22% | 33% | 20.5× | 18.5% |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | TDC | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +5.0% | +2.7% | 9th highest of 21 |
| 6-month return | +0.7% | -5.0% | 8th highest of 20 |
| Distance from 52-week high | -23.9% | -41.5% | 6th highest of 21 |
| Revenue growth (TTM) | +1.0% | +12.5% | 5th lowest of 21 |
| Operating margin | 7.9% | 6.4% | 10th highest of 21 |
| Forward P/E | 11.6× | 22.4× | cheapest of 18 |
| Growth the price implies (Req g, 7 yrs) | -5.4% | 14.8% | 2nd least demanding of 16 |
| Growth delivered (Del g) | -2.0% | +15.2% | 2nd lowest of 16 |
| Hurdle (Req g minus delivered) | -3.5 pp | +0.5 pp | 8th least demanding of 16 |
| ROIC minus cost of capital | +30.3 pp | -3.2 pp | 2nd highest of 19 |
| EV / EBITDA | 11.5× | 18.6× | 4th cheapest of 11 |
| Net debt / EBITDA | -1.4× | 0.4× | 4th least indebted of 11 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Teradata TDC | United States | $2.96B | +1% | +1% | 8% | 11.6× | -5.4% | -2.0% |
| Intsig Information 688615.SS | China | $2.96B | -26% | +24% | 22% | 34.9× | 12.6% | +22.1% |
| Beijing 51WORLD Digital Twin Technology 6651.HK | Hong Kong | $2.91B | -1% | +39% | -38% | n/a | n/a | n/a |
| SPS Commerce SPSC | United States | $2.90B | +45% | +7% | 17% | 15.3× | 7.3% | +19.2% |
| Beijing Shiji Information Technology 002153.SZ | China | $3.02B | -27% | -4% | -3% | 492.7× | n/a | n/a |
| DHC Software 002065.SZ | China | $3.04B | -23% | -4% | 3% | 39.5× | 14.8% | +7.1% |
| Tata Technologies TATATECH.NS | India | $2.86B | +6% | +22% | 13% | 34.9× | 28.3% | +18.3% |
| Shenzhen Infogem Technologies 300085.SZ | China | $3.06B | -23% | +2% | -11% | n/a | n/a | n/a |
| Liftoff Mobile LFTO | United States | $3.07B | n/a | +35% | 36% | 18.6× | -7.3% | +35.5% |
| Via Transportation VIA | United States | $3.07B | +118% | +29% | -17% | 259.2× | n/a | n/a |
| Servyou Software 603171.SS | China | $2.84B | -16% | +6% | 5% | 72.7× | 40.3% | +5.9% |
| Cellebrite DI CLBT | United States | $3.13B | -2% | +18% | 11% | 38.0× | 22.8% | +19.5% |
| Tsinghua Tongfang 600100.SS | China | $3.15B | -22% | -11% | -2% | n/a | 30.2% | -10.3% |
| Vertex VERX | United States | $2.77B | +14% | +11% | 1% | 17.4× | 57.9% | +14.8% |
| XD, Inc. 2400.HK | Hong Kong | $2.77B | -28% | +6% | 26% | 11.9× | 3.0% | +14.3% |
| Freshworks FRSH | United States | $3.18B | +37% | +15% | 8% | 14.5× | 12.9% | +27.4% |
| Wix.com WIX | United States | $3.18B | -5% | +14% | -3% | 12.6× | -4.4% | +15.2% |
| Sinch SINCH.ST | Sweden | $3.19B | +13% | -6% | 4% | 13.3× | 23.8% | +27.5% |
| Alarm.com ALRM | United States | $3.19B | +37% | +9% | 13% | 22.4× | 10.9% | +10.3% |
| Bullish BLSH | United States | $3.20B | -51% | +34% | 18% | 33.6× | 32.3% | +14.4% |
| JWIPC Technology 001339.SZ | China | $2.72B | -19% | +41% | 21% | 21.9× | n/a | n/a |
Teradata reported $2.00B of remaining performance obligations at 30 Sep 2026, up 7% from a year earlier and down 1% from the previous quarter. That is 1.2 years of trailing revenue already under contract. Book-to-bill last quarter: 0.93.