Dassault Systemes S.A.

Dassault Systemes provides software products & consulting services. Co.'s software applications allow businesses to digitally define, simulate products, the processes & resources required to manufacture, maintain & recycle them. Co. also provides services, principally to large customers. These services comprise mainly consulting services in methodology for design, deployment & support, training services & engineering services. Co.'s activities can be divided into two segments: the PLM market supports product development, production, maintenance & lifecycle management; & the Mainstream 3D market, which is primarily focused on product design.
  • TickerDSY
  • ISINFR0000130650
  • ExchangeEuronext Paris
  • SectorSoftware & Computer Services
  • CountryFrance

Analysts

Expert Corporate Governance Service (ECGS)

Dassault Systèmes - AGM 23 May 2019

Item 8: This year again, Bernard Charlès is among the most well paid French CEOs as, for 2018, his total remuneration according to the company amounts to €22.9 M, i.e. 489% of the CAC40 median and 501% of the Technology sector of the MSCI Europe. It represents 1,098 times the French minimum wage (SMIC) which considerably exceeds our 240 SMIC limit. We note that in 2018, the company also granted 300,000 performance shares to Mr Charlès in anticipation of 2019 in order to benefit from the legal regime of the authorization of the General Meeting of September 4, 2015 which was to expire on Novembe...

Gregory Ramirez

DASSAULT SYSTÈMES: Q1 2019 meeting and call feedback: is BHP another Boeing? | NEUTRAL | EUR129 vs. EUR126 (-9%)

DASSAULT SYSTÈMES - NEUTRAL | EUR129 vs. EUR126 (-9%) Q1 2019 meeting and call feedback: is BHP another Boeing? BHP may generate tens of million revenues per year Non-IFRS operating margin will be impacted by investments in Q2 Life Sciences remains a strategic area, among others We raise our DCF-derived Fair Value to EUR129

Charles Lepetitpas ...
  • Nicolas David

Dassault Systemes : Excellent Q1 2019 and good outlook for Q2 2019

>Strong Q1 2019 growth at almost all levels - Yesterday morning DSY reported Q1 2019 sales of € 964m, up 17% yoy on a reported basis, of which 13% yoy at constant forex, slightly higher than our forecast (ODDO BHF estimate: 12.2% yoy at constant forex) and in the high end of the guidance range (11-13%). Organic growth also exceeded our expectations, at 8% yoy (vs ODDO BHF estimate: 7% LFL yoy), primarily thanks to recurring revenue, which grew +11% yoy at constan...

Matthieu Lavillunière ...
  • Maxime Dubreil

INVEST SECURITIES - DASSAULT SYSTEMES : Confirmation d'un cycle bien engagé - ACHAT, OC 158€ (vs 138€)

Charles Lepetitpas ...
  • Nicolas David

Dassault Systèmes : Excellent T1 2019 et bonnes perspectives pour le T2 2019

>Forte croissance T1 2019 sur presque tous les niveaux - DSY a publié hier matin un CA T1 2019 de 964 M€, en hausse de 17% y/y en données publiées dont 13% y/y à changes constants, légèrement au-dessus de nos attentes (ODDO BHF : 12.2% y/y à cc) et en haut de fourchette de la guidance (de 11% à 13%). La croissance organique est également ressortie supérieure à nos attentes à 8% y/y (vs ODDO : 7% y/y org), principalement grâce aux revenus récurrents, qui sont cro...

Andrew Lange

Morningstar | Dassault Continues to Benefit From Digital Adoption by Clients; Shares Still Overvalued

Dassault Systemes reported a good start to the year. While the first quarter performance was in line with expectations, due to favorable foreign exchange effects, the firm mildly raised its revenue and EPS guidance for fiscal 2019. Group revenue was at the high end of expectations and software revenue in seven of the company’s 11 industries rose double-digits on a year-over-year basis. Dassault continues to benefit from the global shift toward digital transformation, whereby clients are increasingly looking to utilize computer-aided design and product lifecycle management tools to reduce costs...

1 director sold

A director at Dassault Systemes Sa sold 31,175 shares at 128.231EUR and the significance rating of the trade was 100/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The names ...

Ahmed Ben Salem ...
  • Benoit Valleaux
  • Charles Lepetitpas
  • Christophe Chaput
  • Emira Sagaama
  • Emmanuel Matot
  • Florent Laroche-Joubert
  • Jean Sassus
  • Laurence Hofmann
  • Matthias Desmarais
  • Michael Foundoukidis
  • Nicolas David
  • Stephane Houri
  • Steven Gould
  • Sven Edelfelt
  • Virginie Rousseau
  • Yassine Batini

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 04/25/2019

...

Ahmed Ben Salem ...
  • Benoit Valleaux
  • Charles Lepetitpas
  • Christophe Chaput
  • Emira Sagaama
  • Emmanuel Matot
  • Florent Laroche-Joubert
  • Jean Sassus
  • Laurence Hofmann
  • Matthias Desmarais
  • Michael Foundoukidis
  • Nicolas David
  • Stephane Houri
  • Steven Gould
  • Sven Edelfelt
  • Virginie Rousseau
  • Yassine Batini

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 25/04/2019

...

Ahmed Ben Salem ...
  • Alain William
  • Alfred Glaser
  • Benoit Valleaux
  • Charles Lepetitpas
  • Christophe-Raphaël Ganet
  • Delphine Brault
  • Florent Laroche-Joubert
  • François Maury
  • Georges Dieng
  • Jean Sassus
  • Jerôme Bodin
  • Johanna Jourdain
  • Louis Boujard
  • Martial Descoutures
  • Matthias Desmarais
  • Nicolas David
  • Philippe Ourpatian
  • Pierre Corby
  • Stephane Houri
  • Steven Gould
  • Sven Edelfelt
  • Sylvain Goyon
  • Virginie Rousseau
  • Yassine Batini

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 02/07/2019

The stabilisation of eurozone PMI indices in January contributes, albeit still modestly, to the abating of the excessive risk aversion end-2018. This is in addition to the welcome change in the Fed’s tone with the announced pause in monetary normalisation, pushing back the spectre of recession. Against this backdrop, the decent nature of results publications is contributing to the improvement in sentiment. However, questions about growth, or rather its rate of deceleration, persist. I...

Ahmed Ben Salem ...
  • Alain William
  • Alfred Glaser
  • Benoit Valleaux
  • Charles Lepetitpas
  • Christophe-Raphaël Ganet
  • Delphine Brault
  • Florent Laroche-Joubert
  • François Maury
  • Georges Dieng
  • Jean Sassus
  • Jerôme Bodin
  • Johanna Jourdain
  • Louis Boujard
  • Martial Descoutures
  • Matthias Desmarais
  • Nicolas David
  • Philippe Ourpatian
  • Pierre Corby
  • Stephane Houri
  • Steven Gould
  • Sven Edelfelt
  • Sylvain Goyon
  • Virginie Rousseau
  • Yassine Batini

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 07/02/2019

La stabilisation des PMI Eurozone en janvier contribue, encore modestement, au reflux de l’excessive aversion au risque de la fin 2018. Ceci s’ajoute au bon accueil du changement de ton de la FED avec la pause annoncée dans la normalisation monétaire et repousse le spectre de la récession. Dans ce contexte, le caractère convenable des résultats participe à l’amélioration du sentiment. Pour autant les questions sur la croissance, ou plutôt son rythme de ralentissement, ne sont pas levé...

Alfred Glaser ...
  • Charles Lepetitpas
  • Delphine Brault
  • Jean Sassus
  • Jerôme Bodin
  • Laurence Hofmann
  • Nicolas David
  • Steven Gould

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 12/12/2018

Are we about to see the deterioration of "actuarial" themes via a repricing linked to the rise in interest rates and therefore a value rotation, or the return to a lacklustre economic environment, resulting in an umpteenth phase where the growth style prevails in 2019? The European equation is particularly complex. While, in the context of monetary normalisation, the macro scenario argues in favour of a hike in interest rates (and therefore value exposure), the reality, which is curre...

DASSAULT SYSTEMES SE sees a downgrade to Slightly Negative on account of less fundamental stars

The independent financial analyst theScreener just lowered the general evaluation of DASSAULT SYSTEMES SE (FR), active in the Software industry. As regards its fundamental valuation, the title now shows 1 out of 4 stars while market behaviour can be considered moderately risky. theScreener believes that the title remains under pressure due to the loss of a star(s) and downgrades its general evaluation to Slightly Negative. As of the analysis date January 4, 2019, the closing price was EUR 100.05 and its target price was estimated at EUR 92.40.

Dassault Systèmes

Dassault Systèmes

Dassault Systèmes

Dassault Systèmes

MarketLine Department

PTC Inc. - Strategy, SWOT and Corporate Finance Report

PTC Inc. - Strategy, SWOT and Corporate Finance Report Summary PTC Inc. - Strategy, SWOT and Corporate Finance Report, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights PTC Inc. (PTC or 'the company') is a global provider of software and services that help companies design, manufacture, operate, and service their products. The company provides technology platforms and solutions for smart and connected systems...

MarketLine Department

Hexagon AB - Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments

Summary Marketline's Hexagon AB Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments report includes business description, detailed reports on mergers and acquisitions (M&A), divestments, capital raisings, venture capital investments, ownership and partnership transactions undertaken by Hexagon AB since January2007. Marketline's Company Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments reports offer a comprehensive breakdown of the organic and inorganic growth activity undertaken by an organization to sustain its competitive advantage. Key Highlights T...

Expert Corporate Governance Service (ECGS)

Dassault Systèmes - AGM 23 May 2019

Item 8: This year again, Bernard Charlès is among the most well paid French CEOs as, for 2018, his total remuneration according to the company amounts to €22.9 M, i.e. 489% of the CAC40 median and 501% of the Technology sector of the MSCI Europe. It represents 1,098 times the French minimum wage (SMIC) which considerably exceeds our 240 SMIC limit. We note that in 2018, the company also granted 300,000 performance shares to Mr Charlès in anticipation of 2019 in order to benefit from the legal regime of the authorization of the General Meeting of September 4, 2015 which was to expire on Novembe...

Jehanne Leroy

Dassault Systèmes - Assemblée Générale du 23 Mai 2019

Rémunérations Cette année encore, Bernard Charlès est le dirigeant le mieux payé puisqu'au titre de 2018, sa rémunération totale, selon la société, s'élève à près de 22,9 M€, soit 489% de la médiane du CAC 40 et 501% de la médiane du secteur Technology du MSCI Europe et 1 098 SMICs, ce qui dépasse très largement le plafond socialement responsable de 5 M€ (240 SMIC) établi par Proxinvest. Notons qu'en 2018, la société a procédé à une seconde attribution de 300 000 actions gratuites au titre de l'exercice 2019. La société indique avoir procédé à cette attribution par anticipation afin de pouv...

Dassault Systèmes – Proxinvest Corporate Governance Rating ® : D

Proxinvest Corporate Governance Rating ® helps investors integrate governance into their investment decision and identify governance risks and opportunities within their portfolio. Proxinvest Corporate Governance Rating ® Service rates European issuers through the analysis of four main themes : Ownership & Shareholder rights, Board & Committees, Audit & Process, Remuneration. Each theme is rated taking into account several comprehensive sub-categories. Our unique two-step process to achieve each rating includes a first step quantitative valuation and a second step qualitative filter...

Jérôme VINERIER

Analyse court terme - DASSAULT SYSTEMES SA : Les prix baissent.

La tendance est baissière. Les prix baissent à nouveau, mais le mouvement est devenu hésitant. Le prochain support est à 103,40 €. La tendance baissière serait remise en cause au-dessus de 126,50 €.

Jérôme VINERIER

Short term view - DASSAULT SYSTEMES SA : Falling prices.

The trend is bearish. Prices are falling again, but the movement has become hesitant. The next support is at €103.40. The bearish trend would be challenged above €126.50.

Jérôme VINERIER

Analyse court terme - DASSAULT SYSTEMES SA : La tendance est baissière.

La tendance est baissière. Le mouvement se poursuit. Le prochain objectif est à 103,40 €, puis 93,86 €. Le franchissement de 126,50 € remettrait en cause la suite de la baisse.

Jérôme VINERIER

Short term view - DASSAULT SYSTEMES SA : The trend is bearish.

The trend is bearish. The movement goes on. The next target is at €103.40, then €93.86. Passing €126.50 would question the continuation of the fall.

Jérôme VINERIER

Analyse moyen terme - DASSAULT SYSTEMES SA : La baisse récente gagne en vigueur.

La tendance est haussière. La baisse récente gagne en vigueur. Le prochain support est à 103,08 €. La tendance serait remise en cause par la rupture de 103,08 €.

ResearchPool Subscriptions

Get the most out of your insights

Get in touch