Dassault Systemes SA - ADR
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+ FollowMarket Cap$37.11B
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Earnings Call Q4 2025
February 11, 2026 - AI Summary
2026 Revenue Guidance: Dassault Systèmes provided guidance for total revenue growth of 3% to 5% for 2026, a cautious projection reflecting the company's desire to avoid the top-line disappointments of 2025. In 2025, the company finished at the low end of objectives with a reported 4% growth, leading management to adopt a conservative approach for 2026 to ensure a focus on long-term investments and execution.
ARR Introduction: The company plans to introduce Annual Recurring Revenue (ARR) reporting in 2026, expected to provide clearer visibility into the health of its recurring revenue base. ARR reached almost €4.5 billion by the end of Q4 2025. This shift aims to highlight the transformation towards a subscription and cloud-based business model, although it does not provide guidance yet.
Performance Challenges: 2025 was marked by disappointing results, particularly in the automotive sector in Europe, which impacted revenue in the fourth quarter. The Life Sciences division also faced difficulties, with MEDIDATA experiencing continued headwinds, showing an overall decline of 2% in full-year revenue. This was attributed partly to lower study volumes from key clients.
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$26.16
10.1% downside
Current Fair Value
10.1% downsideOvervalued by 10.1% based on the discounted cash flow analysis.
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Share Statistics
| Market cap | $37.11 Billion |
|---|---|
| Enterprise Value | $34.83 Billion |
| Annual dividend | $0.31 |
| Dividend yield | 1.07% |
| Earnings per Share | $0.91 |
| Beta | 0.53 |
| Outstanding Shares | 1,324,000,000 |
Return
| Return on Equity | 14.38% |
|---|---|
| Return on Assets | 8.21% |
| Return on Invested Capital | 12.45% |
Valuation & Multiples
| P/E Ratio | 25.01 |
|---|---|
| PEG | -253.82 |
| Price to Sales | 7.27 |
| Price to Book Ratio | 4.16 |
| Enterprise Value to Revenue | 5.53 |
| Enterprise Value to EBIT | 22.66 |
| Enterprise Value to Net Income | 25 |
| Total Debt to Enterprise | 0.1 |
| Debt to Equity | 0.36 |
Revenue Sources
No data
Last Earnings Call
Report Date
October 28, 2026
EPS Estimate
$0.35
Consensus analyst estimateRevenue Estimate
$1.72 B
Consensus analyst estimateNext Earnings Call
Expected Date
February 10, 2027
EPS Estimate
$0.49
Consensus analyst estimateRevenue Estimate
$2.02 B
Consensus analyst estimateInstitutional Put/Call Ratio
Compares institutional put options with call options. At 0.00, the ratio is below 1, so institutions hold more calls than puts.
| Put/Call Ratio | 0.00000% |
|---|---|
| Total Calls | - |
| Total Puts | - |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 0.00%▼ 0.01% |
|---|---|
| Total Invested | $324,463▼ 81.59% |
| Investors Holding | 2▼ 6.00% |
About Dassault Systèmes SA
25,000 employees
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...