Dassault Systèmes SE

Report azionario ENXTPA:DSY

Capitalizzazione di mercato: €25.2b

Dassault Systèmes Gestione

Criteri Gestione verificati 3/4

Dassault Systèmes Il CEO è Pascal Daloz, nominato in Jan2024, e ha un mandato di 2.33 anni. la retribuzione annua totale è € 13.04M, composta da 7.7% di stipendio e 92.3% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.24% delle azioni della società, per un valore di € 60.62M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 4.3 anni e 5.8 anni.

Informazioni chiave

Pascal Daloz

Amministratore delegato

€13.0m

Compenso totale

Percentuale dello stipendio del CEO7.67%
Mandato del CEO2.3yrs
Proprietà del CEO0.2%
Durata media del management4.3yrs
Durata media del Consiglio di amministrazione5.8yrs

Aggiornamenti recenti sulla gestione

Recent updates

DSY: Execution Risk And Slower Margins Will Drive Future Market Repricing

Dassault Systèmes' updated analyst price target has been reset lower, with fair value moving from €21.00 to €15.00 as analysts factor in softer revenue growth assumptions, thinner profit margins, and a slightly higher discount rate following a series of recent downgrades and target cuts across the Street. Analyst Commentary Recent Street research has tilted more cautious on Dassault Systèmes, with several bearish analysts trimming price targets and rethinking their stance on the shares.

Dassault Systèmes SE Just Recorded A 7.3% EPS Beat: Here's What Analysts Are Forecasting Next

Apr 27
Dassault Systèmes SE Just Recorded A 7.3% EPS Beat: Here's What Analysts Are Forecasting Next

DSY: AI Partnerships And Virtual Twins Will Support Future Re Rating Potential

Analysts have trimmed the blended price target on Dassault Systèmes by about €0.25, reflecting slightly softer assumptions for fair value, discount rate, revenue growth, profit margin and future P/E in light of recent downgrades and target cuts across the Street. Analyst Commentary Recent research updates point to a broad recalibration of expectations for Dassault Systèmes, with several firms cutting ratings or trimming targets as they reassess growth visibility, execution and what investors are willing to pay on a P/E basis.

DSY: Clearer Execution And AI Progress Will Drive Future Re Rating Potential

Analysts have reset their stance on Dassault Systèmes, with the blended price target moving lower toward about €23. This reflects updated assumptions for fair value, revenue growth and margins under tougher IT spending and geopolitical conditions.

DSY: AI Partnerships And Execution Improvements Will Support Future Upside Potential

Analysts have trimmed the fair value estimate for Dassault Systèmes to €34.10 from €35.45, reflecting a series of lower price targets and rating cuts as they factor in tougher IT spending conditions, geopolitical uncertainty, and limited near term visibility on revenue growth reacceleration. Analyst Commentary Recent Street research reflects a broad reset in expectations, with several downgrades and lower price targets as analysts factor in tougher IT spending conditions, geopolitical risks, and execution questions.

DSY: AI Execution And Partnerships Will Support Future Upside Potential

Analysts have trimmed their price targets on Dassault Systèmes, with our updated fair value estimate edging down to €35.45 from €35.51 as they factor in softer revenue visibility, a slightly higher discount rate, and modestly lower assumed future P/E multiples despite steady expectations for margins and growth. Analyst Commentary Recent Street research on Dassault Systèmes has tilted more cautious, with several firms cutting price targets and, in some cases, downgrading ratings.

DSY: Medium Term Execution On AI Partnerships Will Drive Future Upside Potential

The Analyst Price Target for Dassault Systèmes has been revised lower to €35.51 from €41.53, as analysts reflect reduced revenue growth and profit margin assumptions, along with lower future P/E expectations following a series of recent target cuts and a downgrade. Analyst Commentary Recent research has clustered around downward adjustments to price targets and a downgrade, but there are still some constructive signals that focus on execution and long term growth potential.

Dassault Systèmes SE (EPA:DSY) Shares May Have Slumped 28% But Getting In Cheap Is Still Unlikely

Feb 12
Dassault Systèmes SE (EPA:DSY) Shares May Have Slumped 28% But Getting In Cheap Is Still Unlikely

DSY: Execution Risk And AI Partnerships Will Shape Future Market Reappraisal

Analysts have trimmed their fair value estimate for Dassault Systèmes from €23.00 to €21.00, tying the lower target to a slightly higher discount rate, adjusted assumptions on future P/E, and recent Street research that includes reduced price targets and new Neutral coverage. Analyst Commentary Recent Street research points to a more cautious tone around Dassault Systèmes, with several bearish analysts trimming price targets and highlighting execution risk over the next year.

A Look At The Intrinsic Value Of Dassault Systèmes SE (EPA:DSY)

Jan 27
A Look At The Intrinsic Value Of Dassault Systèmes SE (EPA:DSY)

DSY: Transition Execution And Premium P/E Will Drive Future Upside Potential

Narrative Update The updated analyst price target for Dassault Systèmes edges slightly lower, as analysts factor in more cautious assumptions on revenue growth, profit margins, and a higher forward P/E. This is consistent with recent price target cuts to around €23 to €31 and mixed ratings across the Street.

DSY: Transition And Communication Clarity Will Shape Future Market Reappraisal

Narrative Update Analysts have trimmed their fair value view on Dassault Systèmes to €23 from €26. This reflects updated assumptions for slightly lower revenue growth, a modestly adjusted profit margin profile, and a lower future P/E multiple, as they see the business in transition and the timing of any clear inflection as uncertain.

DSY: Transition Progress And Recurring Revenue Mix Will Drive Future Upside Potential

Analysts have trimmed their price target for Dassault Systèmes by roughly EUR 4. This reflects a more cautious view on the duration of the company’s transition and the pace of any eventual inflection in growth.

DSY: Clearer Business Model Communication Will Drive Re Rating Potential

Narrative Update: Dassault Systèmes The analyst price target for Dassault Systèmes has been trimmed modestly as analysts factor in a business transition that is proving slower to clarify, with recent Street research lowering targets by about EUR 1 to EUR 3 per share while still recognizing resilient margins and only slightly softer growth expectations. Analyst Commentary Recent commentary from the Street underscores a mixed outlook for Dassault Systèmes, with price targets nudged lower but core views divided between cautious and more constructive stances on the company’s transition and long term growth potential.

DSY: Clarifying Business Model And Communication Will Drive Next Upside Move

Analysts have reduced their price targets for Dassault Systèmes by amounts ranging from €1 to €3 per share. They cite ongoing business transitions and the need for greater clarity in the company's strategy and communications.

We Like These Underlying Return On Capital Trends At Dassault Systèmes (EPA:DSY)

Nov 17
We Like These Underlying Return On Capital Trends At Dassault Systèmes (EPA:DSY)

DSY: Business Model Simplification Will Drive Renewed Upside Potential

The analyst consensus price target for Dassault Systèmes has been revised downward, with a reduction of several euros. Analysts cite ongoing business transition challenges and a more cautious outlook on future growth and profitability.

Digital Transformation And AI Will Drive Next Phase Of Industry Progress

The consensus price target for Dassault Systèmes has been lowered slightly. Analysts cite modest adjustments to growth and profit margin forecasts, resulting in a revised fair value estimate of approximately €34.91, down from €35.56.

Calculating The Intrinsic Value Of Dassault Systèmes SE (EPA:DSY)

Aug 26
Calculating The Intrinsic Value Of Dassault Systèmes SE (EPA:DSY)

Subdued Growth No Barrier To Dassault Systèmes SE's (EPA:DSY) Price

Aug 11
Subdued Growth No Barrier To Dassault Systèmes SE's (EPA:DSY) Price

Dassault Systèmes SE Just Missed EPS By 16%: Here's What Analysts Think Will Happen Next

Jul 27
Dassault Systèmes SE Just Missed EPS By 16%: Here's What Analysts Think Will Happen Next

Returns At Dassault Systèmes (EPA:DSY) Are On The Way Up

May 23
Returns At Dassault Systèmes (EPA:DSY) Are On The Way Up

Dassault Systèmes SE's (EPA:DSY) Share Price Could Signal Some Risk

May 08
Dassault Systèmes SE's (EPA:DSY) Share Price Could Signal Some Risk
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3DEXPERIENCE And MEDIDATA Propel Growth Despite Automotive Challenges

The 3DEXPERIENCE platform and cloud adoption are driving gains in market share and high-margin revenue streams, enhancing revenue and earnings growth potential.

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Pascal Daloz rispetto agli utili di Dassault Systèmes?
DataCompenso totaleStipendioUtili della società
Mar 31 2026n/an/a

€1b

Dec 31 2025€13m€1m

€1b

Sep 30 2025n/an/a

€1b

Jun 30 2025n/an/a

€1b

Mar 31 2025n/an/a

€1b

Dec 31 2024€16m€1m

€1b

Sep 30 2024n/an/a

€1b

Jun 30 2024n/an/a

€1b

Mar 31 2024n/an/a

€1b

Dec 31 2023€15m€700k

€1b

Sep 30 2023n/an/a

€1b

Jun 30 2023n/an/a

€1b

Mar 31 2023n/an/a

€923m

Dec 31 2022€45kn/a

€932m

Sep 30 2022n/an/a

€840m

Jun 30 2022n/an/a

€805m

Mar 31 2022n/an/a

€864m

Dec 31 2021€47kn/a

€774m

Sep 30 2021n/an/a

€740m

Jun 30 2021n/an/a

€653m

Mar 31 2021n/an/a

€553m

Dec 31 2020€16kn/a

€491m

Compensazione vs Mercato: La retribuzione totale di Pascal ($USD 15.28M ) è superiore alla media delle aziende di dimensioni simili nel mercato French ($USD 5.62M ).

Compensazione vs guadagni: La retribuzione di Pascal è stata coerente con le performance aziendali dell'ultimo anno.


AMMINISTRATORE DELEGATO

Pascal Daloz (56 yo)

2.3yrs
Mandato
€13,039,767
Compensazione

Mr. Pascal Daloz is Chairman at Dassault Systèmes SE since February 21, 2026. He had been Chairman of Medidata Solutions, Inc. since 2019 until 2024 and served as CEO of Medidata Solutions, Inc. since Febr...


Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Pascal Daloz
Chairman & CEO2.3yrs€13.04m0.24%
€ 60.6m
Charles Edelstenne
Founder & Honorary Chairman of the Boardno data€56.40k6.09%
€ 1.5b
Genevieve Berger
Lead Director of Sustainable Development & Independent Director3.3yrs€98.00k0.000040%
€ 10.1k
Rouven Bergmann
CFO & Executive VP4.3yrsNessun datoNessun dato
Laurence Baucher-Barthès
Executive VP and Chief People & Information Officer16.6yrsNessun datoNessun dato
Sgolne Moignet
Corporate Counselno dataNessun datoNessun dato
Victoire de Margerie
Vice President of Corporate Marketing6.3yrsNessun datoNessun dato
Elisa Prisner
Executive VP of Strategy1.3yrsNessun datoNessun dato
Philippe Laufer
Executive Vice President of 3DS Global Brands6.3yrsNessun datoNessun dato
Gian Bassi
Executive Vice President of 3DEXPERIENCE Works organization4.3yrsNessun datoNessun dato
Samson Khaou
Executive Vice President of Asia Pacific9.8yrsNessun datoNessun dato
Florence Verzelen
Executive Vice President of Europe1.3yrsNessun datoNessun dato
4.3yrs
Durata media
60.5yo
Età media

Gestione esperta: Il team dirigenziale di DSY è considerato esperto (durata media dell'incarico 4.3 anni).


Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Pascal Daloz
Chairman & CEO5.8yrs€13.04m0.24%
€ 60.6m
Charles Edelstenne
Founder & Honorary Chairman of the Board33.1yrs€56.40k6.09%
€ 1.5b
Genevieve Berger
Lead Director of Sustainable Development & Independent Director3yrs€98.00k0.000040%
€ 10.1k
Soumitra Dutta
Independent Director9yrs€103.80k0.000040%
€ 10.1k
Marie-Helene Habert-Dassault
Director1.3yrs€33.63kNessun dato
Nathalie Lazare
Independent Directorno data€52.53kNessun dato
Catherine Dassault
Director9.8yrs€56.40k0.014%
€ 3.5m
Laurence Daures-Lescourret
Lead Independent Director10yrs€173.10k0.00011%
€ 27.7k
Xavier Cauchois
Independent Director8yrs€131.50k0.00011%
€ 27.7k
Donatella Sciuto
Independent Director1.3yrs€39.03kNessun dato
Anne-Laure Chevalier
Employees Representing Director2yrs€56.40kNessun dato
Christine Defert
Employees Representing Director2yrs€56.40kNessun dato
5.8yrs
Durata media
62yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di DSY sono considerati esperti (durata media dell'incarico 5.8 anni).


Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/03 08:01
Prezzo dell'azione a fine giornata2026/04/30 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Dassault Systèmes SE è coperta da 34 analisti. 20 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Adrian SanchezBanco Santander
Jesús Gómez DominguezBanco Santander
Sven MerktBarclays