SoftwareOne Holding AG

SWX:SWON 주식 리포트

시가총액: CHF 1.7b

SoftwareOne Holding 경영진

경영진 기준 점검 0/4

현재 CEO에 대한 정보가 충분하지 않습니다.

핵심 정보

Raphael Erb

최고경영자

n/a

총 보수

CEO 급여 비율n/a
CEO 재임 기간1.9yrs
CEO 지분 보유율n/a
경영진 평균 재임 기간1yr
이사회 평균 재임 기간2.2yrs

최근 경영진 업데이트

Recent updates

분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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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새로운 내러티브 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.
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...

CEO

Raphael Erb (46 yo)

1.9yrs
재임 기간

Mr. Raphael Erb is Co-CEO of SoftwareOne Holding AG from July 2025. He is Member of Executive Board of SoftwareONE Holding AG from July 01, 2024 and served as its Chief Executive Officer from November 01,...


리더십 팀

이름직위재임 기간보수지분
Raphael Erb
Co-CEO & Member of Executive Board1.9yrs데이터 없음데이터 없음
Melissa Mulholland
Co-CEO & Member of Executive Boardless than a year데이터 없음데이터 없음
Hanspeter Schraner
Chief Financial Officer1yr데이터 없음데이터 없음
Oliver Berchtold
COO & Member of Executive Board1.5yrs데이터 없음데이터 없음
Jonas Wenger
Group Head of Accounting & IFRSno data데이터 없음데이터 없음
Sean Nicholson
Global Director of Technology Servicesno data데이터 없음데이터 없음
Rene Nulsch
Chief Information Officerno data데이터 없음데이터 없음
Kjell Hansen
Head of Investor Relationsno data데이터 없음데이터 없음
Frank Rossini
Chief Legal Officerno data데이터 없음데이터 없음
Nina Janorschke
Chief Human Resources Officerless than a year데이터 없음데이터 없음
Mike Fitzgerald
Chief Innovation Officerno data데이터 없음데이터 없음
Andre Fraser
Group Head of Controllingno data데이터 없음데이터 없음
1.0yrs
평균 재임 기간
46yo
평균 나이

경험이 풍부한 관리: SWON의 경영진은 경험이 부족한 것으로 간주됩니다(평균 재임 1 년) — 신규 팀일 수 있습니다.


이사회 구성원

이름직위재임 기간보수지분
Jorg Riboni
Non-Executive Independent Director2.2yrsCHF 266.78k데이터 없음
Jens Rugseth
Non-Executive Independent Directorless than a yearCHF 135.86k데이터 없음
Barend Fruithof
Directorless than a year데이터 없음데이터 없음
Rune Syversen
Non-Executive Directorless than a yearCHF 135.86k데이터 없음
Andrea Sieber
Vice Chairman & Lead Independent Director2.2yrsCHF 269.09k데이터 없음
Till Spillmann
Non-Executive Independent Chairman2.2yrsCHF 400.14k데이터 없음
Daniel Stockar
Director13.4yrsCHF 281.93k데이터 없음
Rene Gilli
Director2.2yrsCHF 197.49k데이터 없음
2.2yrs
평균 재임 기간
61.5yo
평균 나이

경험이 풍부한 이사회: SWON의 이사회경험이 부족한 것으로 간주됩니다(평균 재임 2.2 년) — 신규 이사회일 가능성이 있습니다.


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/19 05:28
종가2026/06/19 00:00
수익2025/12/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
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시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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분석가 소스

SoftwareOne Holding AG는 13명의 분석가가 다루고 있습니다. 이 중 11명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Andreas WolfBerenberg
Ben Castillo-BernausBNP Paribas
Ines MaoBNP Paribas