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SoftwareOne Holding AGInforme acción SWX:SWON

Capitalización bursátil CHF 1.7b
Precio de las acciones
CHF 7.98
CHF 13.13
39.3% infravalorado descuento intrínseco
1Y-0.6%
7D-0.4%
1D
Valor de la cartera
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SoftwareOne Holding AG

Informe acción SWX:SWON

Capitalización de mercado: CHF 1.7b

SoftwareOne Holding (SWON) Resumen de Acciones

SoftwareOne Holding AG, junto con sus filiales, ofrece soluciones de software y en la nube en Suiza, Alemania, Austria, resto de Europa, Mauricio, Sudáfrica, Estados Unidos, Canadá, Latinoamérica, Asia-Pacífico, Dubái y Qatar. Saber más

Análisis fundamental de SWON
Puntuación del snowflake
Valoración3/6
Crecimiento futuro4/6
Rendimiento pasado1/6
Salud financiera5/6
Dividendos1/6

SWON Community Fair Values

Create Narrative

See what 11 others think this stock is worth. Follow their fair value or set your own to get alerts.

Competidores de SoftwareOne Holding AG

Historial de precios y rendimiento

Resumen de las cotizaciones máximas, mínimas y variaciones del SoftwareOne Holding
Precios históricos de las acciones
Precio actual de la acciónCHF 7.98
Máximo en las últimas 52 semanasCHF 9.40
Mínimo de 52 semanasCHF 5.83
Beta1.23
Cambio en 1 mes-5.45%
Variación en 3 meses19.92%
Cambio de 1 año-0.56%
Variación en 3 años-55.40%
Variación en 5 años-64.63%
Variación desde la OPV-56.89%

Noticias y actualizaciones recientes

Artículo de análisis Jun 19

SoftwareOne Holding (SWX:SWON) Stock Could Be 10% Undervalued After Anthropic AI Partnership

SoftwareOne Holding (SWX:SWON) has drawn fresh attention after announcing it is now an Anthropic Authorized Reseller for Amazon Bedrock and a Registered Anthropic Services Partner, giving clients access to Claude in secure enterprise cloud environments. See our latest analysis for SoftwareOne Holding. Despite the Anthropic partnership, SoftwareOne Holding’s latest share price of CHF7.98 reflects mixed momentum, with the 90 day share price return up 19.92% but the year to date share price...
Actualización de narrativa Jun 17

SWON: AI And Crayon Integration Will Support Future Margin And Cash Flow Upside

The analyst fair value estimate for SoftwareOne Holding has shifted from CHF 11.53 to CHF 13.13, with the change supported by recent upward revisions to Street price targets in the CHF 8.50 to CHF 10 range, along with analyst expectations for higher revenue growth, improved profit margins, and a modestly higher future P/E. Analyst Commentary Recent Street research on SoftwareOne Holding points to a cluster of upward price target revisions, with several bullish analysts raising their fair value views into the CHF 8.50 to CHF 10 range.
Actualización de narrativa Jun 03

SWON: Higher Dividend Plans Will Expose Execution Risks At Current Price

SoftwareOne Holding's analyst fair value estimate has been raised from CHF 7.00 to CHF 7.50, as analysts update their price targets around CHF 8.50 and reassess assumptions for growth, margins and future P/E multiples. Analyst Commentary Recent Street research on SoftwareOne Holding presents a mixed picture, with some targets clustered around CHF 8.50 and others adjusted lower.
Actualización de narrativa May 12

SWON: Higher Margins And New Cloud Distribution Role Will Support Upside Repricing

The analyst price target for SoftwareOne Holding has been adjusted to CHF 11.53, reflecting mixed recent Street research in which some analysts raised targets, such as a CHF 0.50 increase, while others reduced theirs by CHF 0.85 and CHF 2.30. Collectively, analysts also updated assumptions on revenue growth, profit margins, the discount rate and future P/E.

Recent updates

Artículo de análisis Jun 19

SoftwareOne Holding (SWX:SWON) Stock Could Be 10% Undervalued After Anthropic AI Partnership

SoftwareOne Holding (SWX:SWON) has drawn fresh attention after announcing it is now an Anthropic Authorized Reseller for Amazon Bedrock and a Registered Anthropic Services Partner, giving clients access to Claude in secure enterprise cloud environments. See our latest analysis for SoftwareOne Holding. Despite the Anthropic partnership, SoftwareOne Holding’s latest share price of CHF7.98 reflects mixed momentum, with the 90 day share price return up 19.92% but the year to date share price...
Actualización de narrativa Jun 17

SWON: AI And Crayon Integration Will Support Future Margin And Cash Flow Upside

The analyst fair value estimate for SoftwareOne Holding has shifted from CHF 11.53 to CHF 13.13, with the change supported by recent upward revisions to Street price targets in the CHF 8.50 to CHF 10 range, along with analyst expectations for higher revenue growth, improved profit margins, and a modestly higher future P/E. Analyst Commentary Recent Street research on SoftwareOne Holding points to a cluster of upward price target revisions, with several bullish analysts raising their fair value views into the CHF 8.50 to CHF 10 range.
Actualización de narrativa Jun 03

SWON: Higher Dividend Plans Will Expose Execution Risks At Current Price

SoftwareOne Holding's analyst fair value estimate has been raised from CHF 7.00 to CHF 7.50, as analysts update their price targets around CHF 8.50 and reassess assumptions for growth, margins and future P/E multiples. Analyst Commentary Recent Street research on SoftwareOne Holding presents a mixed picture, with some targets clustered around CHF 8.50 and others adjusted lower.
Actualización de narrativa May 12

SWON: Higher Margins And New Cloud Distribution Role Will Support Upside Repricing

The analyst price target for SoftwareOne Holding has been adjusted to CHF 11.53, reflecting mixed recent Street research in which some analysts raised targets, such as a CHF 0.50 increase, while others reduced theirs by CHF 0.85 and CHF 2.30. Collectively, analysts also updated assumptions on revenue growth, profit margins, the discount rate and future P/E.
Actualización de narrativa Apr 27

SWON: Higher Margins And New Cloud Distribution Role Will Support Rerating

Analysts have trimmed their price target on SoftwareOne Holding by about CHF 0.31 to reflect updated expectations around growth, profitability and valuation. This move is in line with recent target cuts of CHF 2.30 and CHF 0.85 reported by major research houses.
Actualización de narrativa Apr 12

SWON: Future Crayon Integration Progress Will Drive Reassessment Of Equity Upside

Analysts have trimmed their price targets for SoftwareOne Holding, with one cut of CHF 0.85 and another to CHF 7.90, citing a tougher outlook around vendor incentives and the integration of Crayon. Analyst Commentary Recent research updates on SoftwareOne highlight a tougher setup for the stock, with attention on vendor incentives and the integration of Crayon.
Artículo de análisis Apr 07

Shareholders Will Be Pleased With The Quality of SoftwareOne Holding's (VTX:SWON) Earnings

Investors were underwhelmed by the solid earnings posted by SoftwareOne Holding AG ( VTX:SWON ) recently. Our analysis...
Actualización de narrativa Mar 29

SWON: Crayon Integration Progress Will Drive Rerating Despite Vendor Incentive Pressure

Analysts have trimmed their fair value estimate for SoftwareOne Holding from CHF 13.17 to CHF 12.00, reflecting a lower forward P/E assumption and concerns about declining vendor incentives and the Crayon integration, which also led to a reduced Street price target to CHF 7.90. Analyst Commentary Recent Street commentary paints a cautious picture for SoftwareOne Holding, with the latest moves pointing to an "uphill battle" around declining vendor incentives and execution on the Crayon integration.
Actualización de narrativa Mar 13

SWON: Crayon Integration Execution Will Offset Vendor Incentive Headwinds

Analysts have trimmed their price target for SoftwareOne Holding to CHF 7.90 from CHF 8.10, citing what they see as an uphill battle related to declining vendor incentives and the Crayon integration. Analyst Commentary Recent research points to a more cautious stance on SoftwareOne Holding, with the latest move being a downgrade alongside a lower price target of CHF 7.90 from CHF 8.10.
Actualización de narrativa Feb 26

SWON: Crayon Integration Execution Will Overcome Vendor Incentive Headwinds

Analysts have trimmed their price target on SoftwareOne Holding to CHF 7.90, from CHF 8.10, citing an "uphill battle" linked to declining vendor incentives and the integration of Crayon. This feeds into slightly lower fair value estimates and a modestly reduced future P/E assumption.
Actualización de narrativa Feb 11

SWON: Crayon Integration Progress Will Offset Vendor Incentive Headwinds

Analysts have trimmed their price target on SoftwareOne Holding to CHF 7.90 from CHF 8.10, citing concerns about declining vendor incentives and the integration of Crayon as key reasons for the more cautious stance. Analyst Commentary Recent commentary highlights that the downgrade to Underweight comes with a trimmed price target of CHF 7.90.
Artículo de análisis Feb 01

Investors Aren't Entirely Convinced By SoftwareOne Holding AG's (VTX:SWON) Revenues

There wouldn't be many who think SoftwareOne Holding AG's ( VTX:SWON ) price-to-sales (or "P/S") ratio of 1.7x is worth...
Actualización de narrativa Jan 26

SWON: Crayon Integration Progress Will Drive Future Earnings Power

Analysts have trimmed their price expectations for SoftwareOne Holding, with the average target moving lower to around CHF 7.90 from CHF 8.10 as they factor in softer vendor incentives and integration risks linked to Crayon, while still reflecting updated assumptions for fair value, discount rate, revenue growth, profit margin, and future price-to-earnings ratio. Analyst Commentary Recent commentary highlights a tougher setup for SoftwareOne Holding as it works through weaker vendor incentives and the Crayon integration.
Actualización de narrativa Jan 09

SWON: Higher Future P/E Assumptions Will Support Stronger Earnings Power

Analysts have raised their price target on SoftwareOne Holding to CHF 8.40 from CHF 7.40, reflecting updated views on growth, profitability and a higher future P/E assumption. Analyst Commentary Bullish analysts see the new CHF 8.40 price target as a reflection of updated expectations around SoftwareOne Holding's potential on growth, profitability and valuation.
Actualización de narrativa Dec 14

SWON: Rising Revenue Quality Will Drive Stronger Margins And Share Price Upside

Analysts have modestly raised their price target on SoftwareOne Holding to CHF 8.40 from CHF 7.40, citing stronger expected revenue growth and improving profit margins despite a slightly higher discount rate. Analyst Commentary Bullish analysts view the revised price target as a reflection of growing confidence in SoftwareOne Holding's ability to execute on its strategic priorities and sustain revenue expansion.
Artículo de análisis Nov 12

Are Investors Undervaluing SoftwareOne Holding AG (VTX:SWON) By 44%?

Key Insights Using the 2 Stage Free Cash Flow to Equity, SoftwareOne Holding fair value estimate is CHF13.45...
Actualización de narrativa Oct 22

Analyst Commentary Highlights Modest Optimism as SoftwareOne Holding Sees Slight Price Target Increase

Analysts have slightly raised their average price target for SoftwareOne Holding to CHF 8.88, citing modest adjustments to key assumptions such as revenue growth and discount rates. Analyst Commentary Recent updates from street research have highlighted both supportive and cautious perspectives regarding SoftwareOne Holding’s future prospects.
Actualización de narrativa Oct 08

Cloud Migration And Global Expansion Will Unlock Long-Term Value

Narrative Update: SoftwareOne Holding Analyst Price Target Revised Analysts have reduced their price target for SoftwareOne Holding from CHF 9.25 to CHF 8.77. This change is attributed to moderated revenue growth projections and a slightly higher discount rate following recent research updates.
Artículo de análisis Sep 12

Investors Still Aren't Entirely Convinced By SoftwareOne Holding AG's (VTX:SWON) Revenues Despite 29% Price Jump

SoftwareOne Holding AG ( VTX:SWON ) shares have had a really impressive month, gaining 29% after a shaky period...
Artículo de análisis Jul 18

Market Cool On SoftwareOne Holding AG's (VTX:SWON) Revenues

With a median price-to-sales (or "P/S") ratio of close to 1.6x in the Electronic industry in Switzerland, you could be...
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Nueva narrativa Feb 25

Crayon Integration And New Partnerships Expected To Drive Future Growth

Strategic partnerships and market strategy transformations are set to fuel revenue growth across various sectors and regions.
Artículo de análisis May 29

Returns On Capital At SoftwareONE Holding (VTX:SWON) Paint A Concerning Picture

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Artículo de análisis Mar 09

SoftwareONE Holding (VTX:SWON) Has Announced That It Will Be Increasing Its Dividend To CHF0.35

SoftwareONE Holding AG ( VTX:SWON ) has announced that it will be increasing its dividend from last year's comparable...
Artículo de análisis Jan 26

SoftwareONE Holding (VTX:SWON) Could Be Struggling To Allocate Capital

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? One common approach...
Artículo de análisis Oct 19

SoftwareONE Holding (VTX:SWON) Will Be Hoping To Turn Its Returns On Capital Around

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'd want to identify a...
Artículo de análisis Sep 17

SoftwareONE Holding (VTX:SWON) Seems To Use Debt Quite Sensibly

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Artículo de análisis Jul 08

Is It Time To Consider Buying SoftwareONE Holding AG (VTX:SWON)?

While SoftwareONE Holding AG ( VTX:SWON ) might not be the most widely known stock at the moment, it saw significant...

Rentabilidad de los accionistas

SWONCH ElectronicMercado CH
7D-0.4%3.8%0.7%
1Y-0.6%14.4%12.9%

Rentabilidad vs. Industria: Los resultados de SWON fueron inferiores a los de la industria Swiss Electronic, que obtuvo un rendimiento del 14.4% el año pasado.

Rentabilidad vs. Mercado: SWON obtuvo unos resultados inferiores a los del mercado Swiss, que fueron del 12.9% el año pasado.

Volatilidad de los precios

Is SWON's price volatile compared to industry and market?
SWON volatility
SWON Average Weekly Movement6.7%
Electronic Industry Average Movement6.3%
Market Average Movement4.3%
10% most volatile stocks in CH Market7.5%
10% least volatile stocks in CH Market2.3%

Precio estable de las acciones: El precio de las acciones de SWON ha sido volátil durante los últimos 3 meses en comparación con el mercado Swiss.

Volatilidad a lo largo del tiempo: La volatilidad semanal de SWON(7%) se ha mantenido estable durante el último año, pero sigue siendo superior al 75% de las acciones de Swiss.

Acerca de la empresa

FundadaEmpleadosCEOPágina web
200012,712Raphael Erbwww.softwareone.com

SoftwareOne Holding AG, junto con sus filiales, ofrece soluciones de software y en la nube en Suiza, Alemania, Austria, resto de Europa, Mauricio, Sudáfrica, Estados Unidos, Canadá, Latinoamérica, Asia Pacífico, Dubái y Qatar. La empresa desarrolla y ofrece soluciones tecnológicas que modernizan aplicaciones y software en la nube. Presta servicios a grandes empresas, corporaciones, pequeñas y medianas empresas y organizaciones del sector público.

Resumen de fundamentos de SoftwareOne Holding AG

¿Cómo se comparan los beneficios e ingresos de SoftwareOne Holding con su capitalización de mercado?
Estadísticas fundamentales de SWON
Capitalización bursátilCHF 1.71b
Beneficios(TTM)CHF 900.00k
Ingresos (TTM)CHF 1.24b
1,903x
Ratio precio-beneficio (PE)
1.4x
Ratio precio-ventas (PS)

Beneficios e Ingresos

Estadísticas clave de rentabilidad del último informe de resultados (TTM)
Cuenta de resultados (TTM) de SWON
IngresosCHF 1.24b
Coste de los ingresosCHF 833.80m
Beneficio brutoCHF 409.60m
Otros gastosCHF 408.70m
BeneficiosCHF 900.00k

Últimos beneficios comunicados

Dec 31, 2025

Próxima fecha de beneficios

Aug 26, 2026

Beneficios por acción (BPA)0.0042
Margen bruto32.94%
Margen de beneficio neto0.072%
Ratio deuda/patrimonio0%

¿Cómo se ha desempeñado SWON a largo plazo?

Ver rendimiento histórico y comparativa

Dividendos

1.9%
Rentabilidad actual por dividendo
3,055%
Ratio de pagos

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/06/19 02:27
Precio de las acciones al final del día2026/06/19 00:00
Beneficios2025/12/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también contamos con guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

SoftwareOne Holding AG está cubierta por 13 analistas. 11 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Andreas WolfBerenberg
Ben Castillo-BernausBNP Paribas
Ines MaoBNP Paribas