Professional
Added to YB: 2026-03-10
Pitch date: 2026-03-06
SWONF [neutral]
SoftwareOne Holding AG
+16.41%
current return
Author Info
Bireme Capital uses a value-oriented, bottom-up analysis to identify high IRR opportunities in publicly listed equities. Visit the website.
Company Info
SoftwareOne Holding AG, together with its subsidiaries, provides software and cloud solutions in Germany, Austria, Switzerland, Middle East and Africa, Northern Europe, Central and Eastern Europe, the United States of America, Canada, Latin America, and Asia Pacific.
Market Cap
CHF 1.8B
Pitch Price
CHF 6.88
Price Target
N/A
Dividend
1.81%
EV/EBITDA
10.88
P/E
1.7K
EV/Sales
1.16
Sector
Electronic Equipment, Instruments and Components
Category
special_situation
Bireme Capital Portfolio Holding: SoftwareOne Holding AG
SWON.SW (holding update): Swiss software reseller at 5x fwd EBITDA, 9x P/E vs peers 7-10x & 11-16x. CHF1B rev, 20%+ EBITDA margin, 5% div yield. Merging w/ Crayon (0.8233 SWON + NOK69 cash/share, no premium) for CHF100M synergies, MSFT backing. Founders/Bain bid CHF18.50 rejected 2023; PE interest persists. Mid-teens PT by YE26 on synergies + potential LBO catalyst.
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