Dassault Systemes SA
DASTF
Market Cap$48.8B
Close$
Earnings Call Q1 2025
April 24, 2025 - AI Summary
Q1 2025 Performance: Dassault Systèmes reported a solid Q1 with total revenue of €1.573 billion, representing a 4% increase. Software revenue grew by 5%, primarily driven by a 14% surge in subscription revenues, showcasing strong demand for their 3DEXPERIENCE platform. EPS was reported at €0.32, aligning with the high end of guidance expectations.
Growth Drivers: The growth in subscription revenue and the adoption of the 3DEXPERIENCE platform were highlighted as primary catalysts, particularly in the Manufacturing Industries. The company recorded a 41% growth in 3DEXPERIENCE Cloud revenue and expects continued momentum driven by the integration of AI and cloud technologies.
Second Quarter Guidance: For Q2, Dassault Systèmes is guiding a revenue growth range of 3% to 7%, factoring in macroeconomic uncertainties and potential delays in decision-making. Subscription growth is forecasted at 10% to 15%, while upfront license revenue is expected to decline by 6% to 1%.
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$41.20
15.7% upside
Current Fair Value
15.7% upsideUndervalued by 15.7% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $48.80 Billion |
|---|---|
| Enterprise Value | $47.34 Billion |
| Dividend Yield | $0.29 (0.8207070707070709%) |
| Earnings per Share | $0.91 |
| Beta | 0.6 |
| Outstanding Shares | 1,313,300,000 |
Return
| Return on Equity | - |
|---|---|
| Return on Assets | - |
| Return on Invested Capital | - |
Valuation & Multiples
| P/E Ratio | 35.38 |
|---|---|
| PEG | 142.4 |
| Price to Sales | 8.9 |
| Price to Book Ratio | 5.93 |
| Enterprise Value to Revenue | 7.62 |
| Enterprise Value to EBIT | 34.43 |
| Enterprise Value to Net Income | 39 |
| Total Debt to Enterprise | 0.05 |
| Debt to Equity | 0.28 |
Revenue Sources
No data
Insider Trades
ESG Score
No data
About Dassault Systèmes SA
CEO: Bernard Charlès Dassault Systèmes SA provides software solutions and consulting services. It operates through the following segments: Manufacturing Industries; Life Sciences & Healthcare; and Infrastructure & Cities. The Manufacturing Industries segment...