Added to YB: 2025-05-19
Pitch date: 2025-04-01
DASTY [bearish]
Dassault Systèmes SE
+31.3%
current return
Author Info
No bio for this author
Company Info
Dassault Systèmes SE provides software solutions and services worldwide. The company offers 3D modeling applications, such as SOLIDWORKS, CATIA, GEOVIA, and BIOVIA; social and collaborative applications, including 3DEXCITE, CENTRIC PLM, and ENOVIA; and simulation applications comprising SIMULIA, DELMIA, 3DVIA.
Market Cap
EUR 39.6B
Pitch Price
EUR 34.92
Price Target
25.00 (+4%)
Dividend
0.86%
EV/EBITDA
25.19
P/E
35.56
EV/Sales
6.04
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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