Professional
Added to YB: 2026-02-13
Pitch date: 2026-02-08
DSY.PA [neutral]
Dassault Systèmes SE
-21.66%
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 29.5B
Pitch Price
EUR 22.39
Price Target
N/A
Dividend
1.16%
EV/EBITDA
16.94
P/E
25.80
EV/Sales
4.46
Sector
Software
Category
growth
SGA International Growth Portfolio Holding: Dassault Systèmes SE
DSY.PA (trimmed position): Q3 sales +5% (ex-FX), earnings +10%, but missed on accelerated SaaS transition hurting license revenue. Medidata weak on slower clinical trial starts & competition. Q4 guidance cut. Subscription revenue to be majority within 3yrs, improving predictability. Leader in enterprise software w/ strong pricing power & retention. Near-term headwinds led to position reduced to below-avg weight.
Read full article (1 min)