Close menu




January 17th, 2022 | 13:42 CET

wallstreet:online, TeamViewer, Microsoft - These values will continue to inspire in 2022!

  • Digitization
Photo credits: pixabay.com

Anyone who wants to secure a piece of the market share in online business today must develop good digital concepts and exceptional customer service. Many business models have undergone a real test with the pandemic. Here, it had to be shown what appeals to the platform customer and where the advantages for home office users lie. As a result, only a few succeeded in achieving digital perfection. We look at three successful online business models with growth potential even in a post-pandemic world.

time to read: 4 minutes | Author: André Will-Laudien
ISIN: WALLSTREET:ONLINE INH ON | DE000A2GS609 , TEAMVIEWER AG INH O.N. | DE000A2YN900 , MICROSOFT DL-_00000625 | US5949181045

Table of contents:


    TeamViewer - Rebound with first figures for 2021

    It could be the final turnaround. TeamViewer's stock plummeted to EUR 10.75 by mid-December. Barely a month later, the share has ended 2021, which was marked by several profit warnings on a slightly positive note. Thanks to major cost savings in the final quarter, the struggling software provider earned slightly more operationally than recently forecast. That excited the TeamViewer investment community.

    Last week, preliminary numbers were reported: For the full year 2021, TeamViewer is reporting billings of around EUR 548 million, which equates to 20% YOY growth and exactly matches its most recent forecast, which was revised twice. EBITDA is expected to be between EUR 254 million and EUR 257 million, corresponding to a margin of around 47% and thus even exceeds expectations. TeamViewer AG plans to present full fiscal 2021 results and a capital allocation update on February 2, 2022. This is going to be really exciting.

    In 2023, TeamViewer's billings are expected to rise to more than EUR 1 billion. According to an earlier forecast, beyond 2023, TeamViewer is targeting growth of at least 25% per year. The badly battered stock reached weekly highs of around EUR 13.75 but fell back to EUR 12.30 by Friday. Some brokers nevertheless gave positive votes, such as Barclays with a price target of EUR 20. We can also imagine a rebound to EUR 16-18, which could mean a premium of up to 50% from today's perspective. The prerequisite is a positive report and outlook for 2022. Cautiously collect a few pieces!

    wallstreet:online - Publishing and brokerage business combined

    The digitalized world also includes the new brokers and trading platforms, which attract today's investors with ever-lower prices and service offers. The combination of relevant information with a powerful online broker seems particularly interesting. This combination has now been realized. As wallstreet:online (W:O) reported in January, it founded the subsidiary wallstreet:online Publishing GmbH and at the same time strengthened itself with the ex-Börsenmedien AG manager Thomas Eidloth. The sails have been set for this new business division.

    As a result, several full-time editorial positions will be advertised in the coming weeks. In addition, selected experts from the financial community are to be integrated even more strongly into the reporting in the future. wallstreet:online AG is thus leveraging its existing reach of more than 376 million page views per month and over 830,000 registered users to create additional value for its readers and further increase growth in the portal business. From 2023, wallstreet:online Publishing GmbH is expected to significantly strengthen the earnings power of wallstreet:online AG once again.

    The old banking model as a link between an investment advisor and investor is becoming increasingly blurred. That is why wallstreet:online AG has been working on restructuring its business model for several years. Today, fast and content-rich information and sophisticated platforms are in demand. W:O has recognized this need and now manages customer assets of over EUR 8 billion in its new Smartbroker business segment. Self-created investment ideas can thus be transformed into a trade at a low cost with just a few clicks. The fan community is still waiting for a conductive app, which should be on the market as early as mid-2022.

    The W:O share had a positive stock market year in 2021, with performance exceeding 18.7% at year-end. However, with a current market capitalization of EUR 301 million, the valuation is still far below Trade Republic's last financing round. Therefore, the GBC experts' target price of EUR 37.70 should be considered when buying the stock. If the value of the W:O share brightens up, it is likely to move quickly in the direction of EUR 30 to 40.

    Microsoft - Among the top 5 most expensive stocks

    With a 66% price increase in 2021 and a market capitalization of USD 2.33 trillion, Microsoft shares are among the world's top 5 companies. The operating and office systems world leader is more in demand than ever in pandemic times. The number of all installed computer systems increased by 11.5% worldwide between 2019 and 2021, which significantly exceeded the GDP growth of the United States. There was a considerable increase in used device combinations with Windows/office systems in training facilities, home offices, and administrative units. Computer systems reduce face-to-face contact yet create a workable climate through real-time conversations.

    Even the Swiss Army launched a pilot project with Microsoft Teams at the beginning of the year. It recently banned messengers such as WhatsApp, Signal, Telegram and Co. for official communication for security reasons. Now it wants to use the new tool to improve collaboration among officers. The pilot project will run until May and should then provide initial empirical values. Presumably, highly sensitive data is in better hands at Microsoft than platforms of open communications services that do not take data protection so seriously.

    Microsoft's operating figures read like an instruction book for a profit machine. Revenue will reach about USD 196.5 billion in 2022, with an operating margin of 42%. The bottom line remains a profit of USD 71.7 billion that's the consensus at S&P. With estimated earnings per share of USD 9.51 in 2022, the software giant has a 12-month P/E of 32.5. Because of the sharply higher share price, the dividend yield melted down to less than 1%. But that does not make any investor poorer because of the strong performance. If the NDX continues to rise in 2022, Microsoft should be back in the game in a big way.


    During the pandemic, investors have done quite well with so-called digitization stocks across the board. Still, these stocks carry risks once some calm returns on the Corona front. Microsoft remains omnipotent in the long term, while TeamViewer must prove itself again after a 75% share price loss. wallstreet:online AG is well on its way to becoming an integrated broker and publisher, the perfect ring closure for the active investor.


    Conflict of interest

    Pursuant to §85 of the German Securities Trading Act (WpHG), we point out that Apaton Finance GmbH as well as partners, authors or employees of Apaton Finance GmbH (hereinafter referred to as "Relevant Persons") currently hold or hold shares or other financial instruments of the aforementioned companies and speculate on their price developments. In this respect, they intend to sell or acquire shares or other financial instruments of the companies (hereinafter each referred to as a "Transaction"). Transactions may thereby influence the respective price of the shares or other financial instruments of the Company.
    In this respect, there is a concrete conflict of interest in the reporting on the companies.

    In addition, Apaton Finance GmbH is active in the context of the preparation and publication of the reporting in paid contractual relationships.
    For this reason, there is also a concrete conflict of interest.
    The above information on existing conflicts of interest applies to all types and forms of publication used by Apaton Finance GmbH for publications on companies.

    Risk notice

    Apaton Finance GmbH offers editors, agencies and companies the opportunity to publish commentaries, interviews, summaries, news and the like on news.financial. These contents are exclusively for the information of the readers and do not represent any call to action or recommendations, neither explicitly nor implicitly they are to be understood as an assurance of possible price developments. The contents do not replace individual expert investment advice and do not constitute an offer to sell the discussed share(s) or other financial instruments, nor an invitation to buy or sell such.

    The content is expressly not a financial analysis, but a journalistic or advertising text. Readers or users who make investment decisions or carry out transactions on the basis of the information provided here do so entirely at their own risk. No contractual relationship is established between Apaton Finance GmbH and its readers or the users of its offers, as our information only refers to the company and not to the investment decision of the reader or user.

    The acquisition of financial instruments involves high risks, which can lead to the total loss of the invested capital. The information published by Apaton Finance GmbH and its authors is based on careful research. Nevertheless, no liability is assumed for financial losses or a content-related guarantee for the topicality, correctness, appropriateness and completeness of the content provided here. Please also note our Terms of use.


    Der Autor

    André Will-Laudien

    Born in Munich, he first studied economics and graduated in business administration at the Ludwig-Maximilians-University in 1995. As he was involved with the stock market at a very early stage, he now has more than 30 years of experience in the capital markets.

    About the author



    Related comments:

    Commented by Carsten Mainitz on September 14th, 2022 | 13:24 CEST

    Aspermont, Allkem, K+S - Shares for the fast lane

    • Digitization
    • Fintech
    • Lithium

    We are living in turbulent times on the stock markets. War, energy crisis and inflation are shaping the moods of market participants. Anticipatory action and understanding the "big picture" and the long-term correlations between supply and demand are part of a stock market trader's toolkit. Exaggerations and understatements are part of the package. There is no getting around shares as a long-term form of investment. Because as stock market veteran André Kostolany said, "If you want to eat well, buy stocks; if you want to sleep well, buy bonds."

    Read

    Commented by Nico Popp on September 5th, 2022 | 14:04 CEST

    GreenTech companies in hot demand: Freyr Battery, Rock Tech Lithium, Meta Materials, BYD

    • GreenTech
    • Batteries
    • metamaterials
    • Electromobility
    • Digitization

    Many CEOs of young companies set lofty goals for themselves. In the GreenTech sector, it currently looks as if many of these goals will come true: Industrial companies are seeking collaborations with young companies by the dozen. We explain the advantages this offers investors and how investors can seize opportunities using several examples. Let's start with one of last week's high flyers.

    Read

    Commented by André Will-Laudien on September 5th, 2022 | 12:54 CEST

    Triple AAA shares: Amazon, Aspermont, Alphabet, Allianz - Where does the FAANG trigger sit?

    • Fintech
    • Media
    • Digitization
    • Technology

    In times of high uncertainty, the correct and rapid supply of data is one of the most important achievements of the information society. Today, information is provided sporadically via print media, but the online world remains the top instrument for marketing and news dissemination. Internet content spreads at lightning speed through mobile use. The speed from production to reception by the addressee has decreased in recent years from days to hours to minutes, sometimes even seconds. Which online blockbusters belong in every depot?

    Read