SoftwareOne Holding AG

SWX:SWON 株式レポート

時価総額：CHF 2.0b

SoftwareOne Holding 将来の成長

Future 基準チェック /36

SoftwareOne Holding利益と収益がそれぞれ年間40.9%と5%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に16.6% 41.3%なると予測されています。

主要情報

40.9%

収益成長率

41.34%

EPS成長率

Electronic 収益成長34.1%
収益成長率5.0%
将来の株主資本利益率16.58%
アナリストカバレッジ

Good

最終更新日08 Sep 2026

今後の成長に関する最新情報

Recent updates

ナラティブ更新 • Sep 03

SWON: Leadership And AI Partnerships Will Drive Reassessment Of Equity Upside

Analysts have raised the fair value estimate for SoftwareOne Holding to CHF 10.57 from CHF 9.61, citing recent price target revisions to CHF 10 and CHF 8.50 that reflect updated assumptions on discount rates, revenue growth, profit margins and future P/E levels. Analyst Commentary Recent Street research on SoftwareOne Holding points to a modest recalibration of expectations, with price targets adjusted into a CHF 8.50 to CHF 10 range.
ナラティブ更新 • Jul 01

SWON: AI Partnership Progress Will Drive Reassessment Of Equity Upside

Analysts have raised the fair value estimate for SoftwareOne Holding to CHF 9.61 from CHF 8.86, reflecting recent upward moves in consensus price targets such as Berenberg's lift to CHF 10 and several CHF 8.50 revisions from other firms, supported by refreshed assumptions on revenue growth, discount rates and future P/E levels. Analyst Commentary Recent Street research on SoftwareOne Holding shows a mix of optimism and caution, with several firms updating their price targets in a tight range around the revised fair value estimate.
分析記事 • 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...
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
分析記事 • 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...
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
分析記事 • 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...
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
分析記事 • 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...
ナラティブ更新 • 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.
ナラティブ更新 • 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.
分析記事 • 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...
分析記事 • 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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新しいナラティブ • 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.
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...

業績と収益の成長予測

SWX:SWON - アナリストの将来予測と過去の財務データ ( )CHF Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20281,85318125136310
12/31/20271,74415520534111
12/31/20261,62611220830111
6/30/20261,57545200272N/A
3/31/20261,40923202270N/A
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
3/31/20207,704125N/A327N/A
12/31/20197,611126N/A216N/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

アナリストによる今後の成長予測

収入対貯蓄率: SWONの予測収益成長率 (年間40.9% ) は 貯蓄率 ( 0.6% ) を上回っています。

収益対市場: SWONの収益 ( 40.9% ) はSwiss市場 ( 12.2% ) よりも速いペースで成長すると予測されています。

高成長収益: SWONの収益は今後 3 年間で 大幅に 増加すると予想されています。

収益対市場: SWONの収益 ( 5% ) Swiss市場 ( 5.2% ) よりも低い成長が予測されています。

高い収益成長: SWONの収益 ( 5% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: SWONの 自己資本利益率 は、3年後には低くなると予測されています ( 16.6 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/09/13 06:49
終値2026/09/11 00:00
収益2026/06/30
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した ご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

SoftwareOne Holding AG 11 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。13

アナリスト機関
Andreas WolfBerenberg
Ben Castillo-BernausBNP Paribas
Ines MaoBNP Paribas