Dassault Systemes SA
DASTF
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+ FollowMarket Cap$28.66B
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Earnings Call Q4 2025
February 11, 2026 - AI Summary
2025 Performance and 2026 Guidance: Dassault Systèmes reported a disappointing 4% revenue growth in 2025, falling at the low end of expectations. For 2026, the company guides for total revenue growth of 3% to 5% and earnings per share (EPS) growth of 3% to 6%, emphasizing a cautious outlook due to macroeconomic challenges and the transition phase from 2025 to 2026.
Key Revenue Drivers: The 3DEXPERIENCE platform, accounting for 40% of software revenue, grew by 10% in 2025. Cloud revenue also showed strong growth at 9% in Q4 and 8% for the full year. Despite challenges in the automotive sector across Europe, growth was more promising in the Americas and Asia, particularly in high-tech and transportation sectors.
Challenges in Life Sciences and Centric PLM: Life Sciences revenue faced headwinds, declining 2% year-over-year, primarily due to MEDIDATA's performance and a shift in client strategy at Moderna. Centric PLM also experienced double-digit declines, attributed to tough comparisons and a strategic shift to cloud offerings, though recovery is expected in 2026.
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$31.95
38.4% upside
Current Fair Value
38.4% upsideUndervalued by 38.4% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $28.66 Billion |
|---|---|
| Enterprise Value | $26.26 Billion |
| Dividend Yield | $0.31 (1.44%) |
| Earnings per Share | $0.91 |
| Beta | 0.51 |
| Outstanding Shares | 1,319,000,000 |
Return
| Return on Equity | 13.82% |
|---|---|
| Return on Assets | 8.25% |
| Return on Invested Capital | 13.82% |
Valuation & Multiples
| P/E Ratio | 20.2 |
|---|---|
| PEG | 164.44 |
| Price to Sales | 5.77 |
| Price to Book Ratio | 3.85 |
| Enterprise Value to Revenue | 4.09 |
| Enterprise Value to EBIT | 16.83 |
| Enterprise Value to Net Income | 20 |
| Total Debt to Enterprise | 0.09 |
| Debt to Equity | 0.27 |
Revenue Sources
No data
Insider Trades
Last Earnings Call
Report Date
April 23, 2026
EPS Estimate
$0.34
Average shareholder expectationRevenue Estimate
$1.75 B
Average shareholder expectationNext Earnings Call
Expected Date
July 23, 2026
EPS Estimate
$0.35
Average shareholder expectationRevenue Estimate
$1.78 B
Average shareholder expectationInstitutional Sentiment (Put/Call)
No data available for the latest quarter.
Institutional Ownership
No data available for the latest quarter.
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...