Talend S A's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Talend S A (TLND) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: Talend S A vs Its Competitors
- TTM: Trailing 12-month revenue of 312M vs 1,830,496M combined for its competitors (0.0% combined share).
- Trending: Latest-quarter revenue run-rate is accelerating (+3.6% annualized vs trailing 12 months), vs decelerating (-38.9%) for its tracked peer group.
- Growth: Talend S A generated 19.4% revenue growth year over year in Q2 2021, vs 24.1% for its competitors combined.
- Profitability: Its -27.3% net margin compares with 17.1% for the peer group.
- Peer revenue share: Talend S A accounted for 0.0% of combined revenue among its tracked peer group, up from 0.0% a year earlier.
- Peer differentiation: Revenue per employee of $0.22M compares with $0.74M for the peer group (0.3x).
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
TLND Sales vs. its Competitors, Q2 2021
Talend S A reported revenue growth of 19.43 % year on year in Q2 2021, below its competitors' combined revenue growth of 24.14 %.
With a net margin of -27.33 %, Talend S A reported lower profitability than its competitors (17.06 %).
Talend S A generated 0.03 % of the combined sales of its peer group, up from 0.03 % a year earlier.
API endpoints for this dataset
Talend S A vs. its Competitors, Q2 2021
Revenue growth, year on year
Net margin
Revenue run-rate vs trailing 12 months
TTM net margin
TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in Talend S A reports; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.
TTM revenue, latest-quarter run-rate and net income/margin benchmarked across Talend S A and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| Talend S a | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| High-Confidence Competitors (9) | $12,345M | +12.3% · Accelerating |
| Similar Growth & Profitability (4) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Talend S A's competitor groups requires a Commercial License.
For context: the Software & Programming industry grew revenue 16.7% year over year, combined, vs 19.4% for Talend S A. Talend S A's share of combined industry revenue moved from 0.02% to 0.02%, a gain of 0.00 percentage points.
Talend S A's Competitor Quality Breadth
Group definitions: see Methodology: Performance Group Definitions.
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Talend S a | No | Yes | Yes | Yes |
| Competitors combined (23) | ||||
| High-Confidence Competitors (11) | ||||
| Similar Growth & Profitability (8) | 12.50 % (1 of 8) | 100.00 % (8 of 8) | 75.00 % (6 of 8) | 37.50 % (3 of 8) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
TLND Stock Performance relative to its Competitors
TLND Stock Performance relative to High-Confidence Competitors
TLND Stock Performance relative to Similar Growth & Profitability Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | Amplitude Inc | 282.9% | Outperformed |
| 2 | Magic Software Enterprises Ltd | 282.9% | Outperformed |
| 3 | Box Inc | 282.9% | Outperformed |
| 4 | Couchbase Inc | 282.9% | Outperformed |
| 5 | Symbolic Logic Inc | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Talend S A's best-performing competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Talend S A's Comment on Competition and Industry Peers
Diversified technology companies that offer data integration solutions, including: IBM, Microsoft, Oracle and SAP;
Pure-play data integration vendors, including: Ab Initio, Informatica and Tibco;
Cloud data warehouse providers such as Amazon, Google, Microsoft and Snowflake, which offer some integration tools and capabilities;
Vendors from other related markets (for example, SnapLogic, a traditional integration platform as a service vendor, and Salesforce MuleSoft and Dell Boomi, API providers) entering into the data integration and integrity market;
Early-stage, cloud native, niche data integration technologies, including Fivetran and Matillion; and
Hand-coded, custom data integration solutions built internally by potential and existing customers. We believe that we are well-positioned in the marketplace relative to our competitors. We are differentiated from traditional vendors by our advanced technology and rapid innovation, both of which are driven by our open source roots, and we believe emerging niche vendors cannot match the scale of our app breadth or go-to-market capabilities. Unlike other primary competitors, through our cloud offerings and our Stitch Data Loader solution, we believe we are uniquely positioned to serve companies of all sizes and use cases that span enterprise-wide initiatives as well as unique line-of-business needs.
Publicly Traded Peers of Talend S a
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
 Talend S a |
2,140.66 | 312.43 |
 Microsoft Corporation |
3,894,258.00 | 346,445.00 |
 Alphabet Inc |
3,652,888.80 | 471,097.00 |
 Amazon com Inc |
2,922,851.76 | 798,097.00 |
 Oracle Corporation |
381,330.00 | 73,266.00 |
 Sap Se |
275,020.50 | 41,606.87 |
| SUBTOTAL | 11,652,252.14 | 1,830,834.55 |
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Sources: see Methodology: Peer & Competitor Identification, Sourcing.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Talend S a versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Talend S A's Competitors Named by the Company
Competitive relationships identified from Talend S A reports and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| Informatica Inc | Company report | 85% |
| IBM | Company report | 85% |
| SnapLogic | Company report | 85% |
| Dell Boomi | Company report | 85% |
| Salesforce MuleSoft | Company report | 85% |
| Ab Initio | Company report | 85% |
| Microsoft | Company report | 85% |
| Snowflake | Company report | 85% |
| Company report | 85% | |
| SAP | Company report | 85% |
| Amazon | Company report | 85% |
| Oracle | Company report | 85% |
| Tibco | Company report | 85% |
| Magic Software Enterprises Ltd | Company report | 85% |
| Alphabet Inc | Company report | 85% |
| Alteryx Inc | Company report | 85% |
| Strategy Inc | Company report | 85% |
| Domo Inc | Company report | 85% |
| Confluent Inc | Company report | 85% |
| Elastic N v | Company report | 85% |
Company report basis, confidence, active dates and source counts for Talend S A's named competitors require a Commercial License.
Methodology: see Methodology: Peer & Competitor Identification, Sourcing.
Talend S A's Business Segment Mix vs Peers
Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).| Company | Largest Segment |
|---|---|
| Microsoft Corporation | Agents and Infra 83.22 % |
| Alphabet Inc | Google Services 75.49 % |
| Amazon com Inc | North America 55.86 % |
| Oracle Corporation | Cloud and Software Business 83.96 % |
| International Business Machines Corporation | Software 45.63 % |
Source: operating segment revenue as reported in each company's reports (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).
Talend S A's Productivity vs Peers Comparison
Revenue and income per employee, trailing 12 months, in $; market cap in millions of $| Company | Market Cap | Revenue / Employee | Income / Employee |
|---|---|---|---|
| Talend S a | 2,141 | 223,646 | -61,034 |
| Microsoft Corporation | 3,894,258 | 1,553,565 | 639,601 |
| Alphabet Inc | 3,652,889 | 10,191,610 | 5,098,953 |
| Amazon com Inc | 2,922,852 | 506,407 | 85,520 |
| Oracle Corporation | 381,330 | 519,617 | 134,184 |
| Sap Se | 275,021 | 378,244 | 75,299 |
| PEERS TOTAL | 11,650,111 | 742,049 | 225,039 |
Talend S A's Geographic Revenue Exposure vs Peers
Revenue by country/region as reported in each company's most recent report. Disclosure granularity varies by filer (some report by country, others by broad region) and is shown as disclosed.| Company | Largest Market |
|---|---|
| Talend S a | Americas 45.39 % |
| Microsoft Corporation | US 53.60 % |
| Alphabet Inc | United States 53.05 % |
| Oracle Corporation | Americas 63.46 % |
| International Business Machines Corporation | Americas 50.14 % |
| Snowflake Inc | United States 75.05 % |
Source: revenue geography as reported in each company's reports (10-K/10-Q), via the CSIMarket API. Percentages are of that company's own total consolidated revenue for its most recent reported period.
Talend S A's Profitability & Cost Structure
Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Software & Programming industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (442 companies). See the full Software & Programming industry profitability benchmarks.| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | 77.39 % | 51.01 % (avg) | +26.4 pp |
| Operating Margin | -24.40 % | industry median | -14.8 pp |
| EBITDA Margin | -12.18 % | 1.99 % (avg) | -14.2 pp |
| Capital Intensity (Capex / Revenue) | 1.77 % | 5.20 % (avg) | -3.4 pp |
Source: CSIMarket API, trailing 12 months. SG&A and R&D as a share of revenue have limited coverage as this data is backfilled and appear only where reported. Higher capital intensity is not inherently negative; it reflects the industry's asset requirements.
Talend S A's Valuation vs Competitive Position
Valuation multiples vs the Software & Programming industry average (442 companies, excluding loss-making/negative-equity outliers), alongside returns on capital for context on whether a premium or discount lines up with measurably stronger or weaker returns. See the full Software & Programming industry valuation benchmarks.| Metric | Company | Industry Average | Difference |
|---|---|---|---|
| P/E | - | 41.7x | - |
| EV / EBITDA | - | 20.5x | - |
| P/B | 306.6x | 5.6x | +301.0x |
| Return on Equity | -1,244.56 % | industry aggregate | -1,270.53 % |
| Return on Invested Capital | -36.57 % | -3.14 % (avg) | -33.43 % |
Source: CSIMarket API, trailing 12 months. A valuation premium or discount is not, by itself, a judgment of over- or under-valuation. Compare it against the return and growth context shown elsewhere on this page.
Talend S A's Multi-Year Financial Trajectory
Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in company reports.| Metric | 2018 | 2019 | 2020 |
|---|---|---|---|
| Revenue Growth | - | 20.20 % | 15.98 % |
| Operating Margin | -23.61 % | -23.61 % | -24.64 % |
| Return on Invested Capital | - | -33.29 % | -31.68 % |
| P/E | - | - | - |
Source: CSIMarket API, fiscal-year figures. P/E is this company's own historical ratio at each fiscal year end and can swing sharply around an earnings trough: that is real, not a data error.
Talend S A's Strategic Group Map
Talend S A is shown in red; its closest peers by combined growth, margin and ROIC are labeled. See Methodology: Strategic Group Map for how this chart is built.
Talend S A's trailing-12-month revenue growth of 17.8% and operating margin of -24.4% compares with an average of 16.0% growth and -23.5% margin across its 8 closest peers by combined growth, margin and ROIC -- Talend S A sits above that peer average on growth and below it on margin.
Source: CSIMarket API, trailing 12 months. Extreme outlier values (from near-zero-revenue companies) are excluded from the plotted cloud but never from the highlighted company or its labeled peers.
Talend S A's Competitive Forces (Porter's Five Forces)
Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.| Force | Assessment | Basis |
|---|---|---|
| Barriers to Entry | Lower than typical for the industry | Capital intensity (capex / revenue) of 1.77 % vs industry average 5.20 % (see Profitability & Cost Structure above) |
Note: see Methodology: Porter's Five Forces. Supplier power and buyer power are covered on Talend S A's dedicated Suppliers and Customers pages, not here.
Talend S A's Industry Attractiveness & Competitive Strength
See Methodology: GE/McKinsey Matrix for how the two axes are built.
Talend S A falls in the Low attractiveness / Medium strength cell: Harvest.
Source: CSIMarket API, trailing 12 months. Each axis score is a simple 1(low)/2(medium)/3(high) average across its three inputs -- a transparent, disclosed simplification, not a validated academic scoring model.
Talend S A's SWOT
Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.Strengths
- Latest-quarter revenue run-rate is accelerating (+3.6% annualized vs trailing 12 months).
Weaknesses
- Operating margin 14.8 points below the industry median.
- Return on equity 1,270.5 points below the industry aggregate.
- Piotroski F-Score of 2 or below, the standard financial-distress signal.
Opportunities
- Industry revenue growing at a healthy 11.2% median pace.
Threats
- Tracked peer group's revenue run-rate is broadly decelerating (-38.9% annualized).
Methodology: see Methodology: SWOT Analysis.
Talend S A's Financial Strength vs Peers Comparison
Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months| Company | Quick Ratio | Working Capital | Debt / Equity |
|---|---|---|---|
| Talend S a | 0.84 | 1.32 | 21.06 |
| Microsoft Corporation | 0.16 | 1.27 | 0.10 |
| Alphabet Inc | 0.63 | 2.40 | 0.16 |
| Amazon com Inc | 0.35 | 1.06 | 0.25 |
| Oracle Corporation | 0.72 | 1.12 | 2.83 |
| Sap Se | 0.47 | 1.16 | 0.10 |
Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.
Talend S A's Revenue and Income Growth vs Peers
Quarterly revenue and net income growth, year over year and quarter over quarter| Company | Period | Revenue Y/Y | Income Y/Y |
|---|---|---|---|
| Talend S a | Q2 2021 | +19.4 % | - |
| Microsoft Corporation | Q3 2026 | +18.8 % | +32.0 % |
| Alphabet Inc | Q3 2026 | +24.7 % | -24.3 % |
| Amazon com Inc | Q3 2026 | +12.1 % | -2.4 % |
| Oracle Corporation | Q3 2026 | +24.0 % | +62.6 % |
| Sap Se | Q4 2025 | +12.5 % | +143.0 % |
| PEERS TOTAL | +16.5 % | +9.5 % |
Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Talend S A's Peers' Costs of Sales and Capital Expenditures
Context for revenue growth: peer costs and capex, year over year and quarter over quarter| Company | Period | Costs Y/Y | Capex Y/Y |
|---|---|---|---|
| Talend S a | Q2 2021 | +27.9 % | +9.1 % |
| Microsoft Corporation | Q3 2026 | +23.6 % | +103.0 % |
| Alphabet Inc | Q3 2026 | +24.3 % | +114.4 % |
| Amazon com Inc | Q3 2026 | +6.7 % | +20.1 % |
| Oracle Corporation | Q3 2026 | - | +235.2 % |
| Sap Se | Q4 2025 | +9.6 % | - |
Talend S A's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Talend S a | - | - | - |
| Microsoft Corporation | 20.01% | 23.87% | 34.15% |
| Alphabet Inc | 29.24% | 34.26% | 42.62% |
| Amazon com Inc | 13.23% | 18.74% | 26.71% |
| Oracle Corporation | 7.73% | 9.84% | 44.45% |
| Sap Se | 10.03% | 12.84% | 15.66% |
ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).
Talend S A's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Talend S a | - | 6.85 |
| Microsoft Corporation | 27.31 | 11.24 |
| Alphabet Inc | 15.41 | 7.75 |
| Amazon com Inc | 21.60 | 3.66 |
| Oracle Corporation | 19.92 | 5.20 |
| Sap Se | 38.37 | 6.61 |
| PEERS AVERAGE | 20.99 | 6.36 |
P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.