Added to YB: 2025-05-19
Pitch date: 2025-04-01
DASTY [bearish]
Dassault Systèmes SE
+3.67%
current return
Author Info
No bio for this author
Company Info
Dassault Systèmes SE provides software solutions and services worldwide. It offers SOLIDWORKS provides easy-to-use 2D and 3D product development solutions accessible to any business; CATIA, an engineering and design software for product 3D computer-aided design; GEOVIA for intersection of natural resources, infrastructure, and urban planning; and BIOVIA that develops chemicals, biologics, and materials experiences.
Market Cap
EUR 44.5B
Pitch Price
EUR 35.19
Price Target
25.00 (-26%)
Dividend
0.77%
Sector
Software
Category
value
Dassault Systèmes SE - $DASTY (short)
DASTY short: European engineering software leader faces structural challenges despite P/E of 25x. 25% downside to €25 target due to: high licensing exposure (18% vs peers <5%), increasing competition in CAD/PLM markets, saturated auto sector (20% of rev), slow 3DEXPERIENCE adoption, underperforming Medidata acquisition, and cash flow pressure from subscription transition.
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