Added to YB: 2026-02-27
Pitch date: 2026-02-24
DSY.PA [bullish]
Dassault Systèmes SE
+5.81%
current return
Author Info
DB_Silver_Fox is a CFO and value investor interested in: European & US hidden champions, simple and effective business models, and US Banks. Sign up for the newsletter.
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 22.8B
Pitch Price
EUR 17.38
Price Target
N/A
Dividend
1.49%
EV/EBITDA
10.96
P/E
19.37
EV/Sales
3.41
Sector
Software
Category
value
Dassault Systèmes (DSY.PA): The Industrial 'Digital Twin' Steward
DSY.PA (new position): Infrastructure software for aerospace/industrial design & simulation. CATIA/SIMULIA/ENOVIA create switching cost moat via workflow captivity & data gravity. Slowed to ~4% FY25 growth (3-5% guide FY26) on EU auto weakness, Medidata headwinds, SaaS transition friction. Still 32% op margin, embedded in mission-critical workflows. Trading at discount on growth reset. Band II: stage entry as cyclical/transition pressures persist despite durable franchise.
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