Professional
Added to YB: 2025-10-17
Pitch date: 2025-09-30
DSY.PA [bullish]
Dassault Systèmes SE
-16.72%
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 30.9B
Pitch Price
EUR 28.23
Price Target
N/A
Dividend
1.11%
EV/EBITDA
17.84
P/E
27.03
EV/Sales
4.70
Sector
Software
Category
value
Oakmark International Fund New Position: Dassault Systèmes SE
DSY.PA (new position): French virtual twin software leader in oligopolistic niches w/ high switching costs & strong competitive moats. Cloud migration driving margin expansion & robust ROIC. Quality European co down ~40% from peak on cyclical headwinds creates attractive entry at discounted valuation.
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