Added to YB: 2025-10-27
Pitch date: 2025-10-23
DSY.PA [neutral]
Dassault Systèmes SE
-10.61%
current return
Author Info
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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 26.30
Price Target
N/A
Dividend
1.11%
EV/EBITDA
17.84
P/E
27.03
EV/Sales
4.70
Sector
Software
Category
turnaround
Dassault Systèmes (DSY France): A mixed quarter as transition to subscription clouds near-term visibility
DSY.PA (quick overview): Mixed Q results as subscription transition clouds visibility. Recurring rev +9% constant currency beats guidance but total growth 5% missed on weak licenses & Medidata struggles. Centric PLM stumbles in SaaS shift. Mgmt cut FY guidance ~2% on conversion timing issues, not demand. Strong moats but execution uncertainty weighs.
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