Dassault Systemes SA - ADR

Dassault Systemes SA - ADR

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Market Cap$26.19B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Dassault Systemes SA - ADRDassault Systemes SA - ADR18.51.57%13%50.3

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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$31.16

Current Fair Value

54.4% upside

Undervalued by 54.4% based on the discounted cash flow analysis.

Share Statistics

Market cap$26.19 Billion
Enterprise Value$23.79 Billion
Dividend Yield$0.31 (1.57%)
Earnings per Share$0.91
Beta0.51
Outstanding Shares1,319,000,000

Return

Return on Equity13.31%ROE
Return on Assets7.94%
Return on Invested Capital13.81%

Valuation & Multiples

P/E Ratio18.49P/E Ratio
PEG150.49PEG
Price to Sales5.05Price to Sales
Price to Book Ratio3.36Price to Book Ratio
Enterprise Value to Revenue3.71
Enterprise Value to EBIT15.26
Enterprise Value to Net Income19
Total Debt to Enterprise0.1
Debt to Equity0.27Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
April 23, 2026
EPS Estimate
$0.34
Average shareholder expectation
Revenue Estimate
$1.78 B
Average shareholder expectation

Next Earnings Call

Expected Date
July 23, 2026
EPS Estimate
$0.34
Average shareholder expectation
Revenue Estimate
$1.80 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio0.00000%
Total Calls-
Total Puts-

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %0.02% 0.01%
Total Invested$5.83M 0.32%
Investors Holding11 3.00%

ESG Score

No data

About Dassault Systemes SA

CEO: Bernard Charles

Relevant Senate Committees

Joint Committee on Taxation

Directly influences the development and analysis of tax legislation, impacting corporate tax structures, capital investment credits, and the overall tax burden on a global software company and its clients.

Finance

The most powerful economic committee, controlling taxation and trade policy, which directly impacts corporate profitability, international operations, and the financial health of Dassault Systèmes and its client industries.

Appropriations

Directly allocates federal spending across defense, scientific research, and infrastructure projects—all key sectors where Dassault Systèmes' software is widely used by contractors and government agencies, directly impacting their order books.

Health, Education, Labor, and Pensions

Regulates the FDA and NIH, directly impacting pharmaceutical and biotech clients who use Dassault Systèmes' life sciences software (BIOVIA). Also influences labor costs across all industries.

Judiciary

Oversees antitrust laws and intellectual property, both critical for a major software company like Dassault Systèmes. Its influence on M&A scrutiny is also highly relevant for the tech sector.

Armed Services

Directly oversees the Department of Defense and authorizes the annual NDAA, determining funding for defense contractors who are major users of Dassault Systèmes' design, simulation, and manufacturing software.

Commerce, Science, and Transportation

Vast jurisdiction over 'Big Tech' companies, aerospace, and telecommunications—all key industries for Dassault Systèmes' software. Regulations on privacy, net neutrality, and antitrust directly impact their business and clients.

Energy and Natural Resources

Directly impacts the oil, gas, mining, and renewable energy sectors through leasing regulations and national energy policy. These industries are major users of Dassault Systèmes' engineering and simulation software.