SoftwareOne Holding AG

Informe acción SWX:SWON

Capitalización de mercado: CHF 1.5b

SoftwareOne Holding Crecimiento futuro

Future controles de criterios 4/6

Se prevé un crecimiento anual de los beneficios y los ingresos de SoftwareOne Holding de 54.9% y 9.6% por año respectivamente. Se prevé que el BPA crezca en un 55.7% al año. Se espera que la rentabilidad financiera sea de 14.9% en 3 años.

Información clave

54.9%

Tasa de crecimiento de los beneficios

55.67%

Tasa de crecimiento del BPA

Crecimiento de los beneficios de Electronic40.8%
Tasa de crecimiento de los ingresos9.6%
Rentabilidad financiera futura14.92%
Cobertura de analistas

Good

Última actualización06 May 2026

Actualizaciones recientes sobre el crecimiento futuro

Recent updates

Actualización del análisis 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 del análisis 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 del análisis 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 del análisis 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 del análisis 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 del análisis 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 del análisis 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 del análisis 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 del análisis 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 del análisis 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 del análisis 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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Nuevo análisis 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...
Artículo de análisis Mar 30

The SoftwareONE Holding AG (VTX:SWON) Analysts Have Been Trimming Their Sales Forecasts

The latest analyst coverage could presage a bad day for SoftwareONE Holding AG ( VTX:SWON ), with the analysts making...
Artículo de análisis Mar 26

Returns At SoftwareONE Holding (VTX:SWON) Appear To Be Weighed Down

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...

Previsiones de crecimiento de beneficios e ingresos

SWX:SWON - Estimaciones futuras de los analistas y datos financieros pasados (CHF Millions)
FechaIngresosBeneficiosFlujo de caja libreFlujo de caja operativoNúm. de analistas medio
12/31/20281,7971631902908
12/31/20271,69714618127510
12/31/20261,590881952869
12/31/20251,2431203269N/A
9/30/20251,108-9277343N/A
6/30/2025973-20352417N/A
3/31/2025994-11159226N/A
12/31/20241,015-1-3335N/A
9/30/20241,0257-1452N/A
6/30/20241,03416568N/A
3/31/20241,023191373N/A
12/31/20231,011212077N/A
9/30/20231,003303387N/A
6/30/2023994394697N/A
3/31/2023985-104594N/A
12/31/2022976-584491N/A
9/30/2022961-21-50-5N/A
6/30/202294616-143-102N/A
3/31/202293067-928N/A
12/31/2021914118125158N/A
9/30/2021-9421336898N/A
6/30/2021-2,7991491137N/A
3/31/2021-983163132157N/A
12/31/2020832177253276N/A
9/30/20204,315151336357N/A
6/30/20207,798125418438N/A
3/31/20207,704125307327N/A
12/31/20197,611126196216N/A
9/30/20196,665116N/A133N/A
6/30/20195,720105N/A51N/A
3/31/20194,73092N/A75N/A
12/31/20183,74178N/A99N/A
12/31/20173,31041N/A54N/A
12/31/20163,04118N/A48N/A

Previsiones de crecimiento futuro de los analistas

Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (54.9% al año) de SWON es superior a la tasa de ahorro (0.6%).

Beneficios vs. Mercado: Se prevé que los beneficios (54.9% al año) de SWON crezcan más rápidamente que el mercado Swiss (10.6% al año).

Beneficios de alto crecimiento: Se espera que los beneficios de SWON crezcan significativamente en los próximos 3 años.

Ingresos vs. Mercado: Se prevé que los ingresos (9.6% al año) de SWON crezcan más rápidamente que los del mercado Swiss (4.8% al año).

Ingresos de alto crecimiento: Se prevé que los ingresos 9.6% al año) de SWON crezcan más despacio que 20% al año.


Previsiones de crecimiento de los beneficios por acción


Rentabilidad financiera futura

ROE futura: Se prevé que la rentabilidad financiera de SWON sea baja dentro de 3 años (14.9%).


Descubre empresas en crecimiento

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/06 07:35
Precio de las acciones al final del día2026/05/06 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 tenemos 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 14 analistas. 10 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