Dassault Systèmes SE

ENXTPA:DSY 주식 리포트

시가총액: €25.2b

Dassault Systèmes 경영진

경영진 기준 점검 3/4

Dassault Systèmes CEO는 Pascal Daloz, Jan2024 에 임명되었습니다 의 임기는 2.33 년입니다. 총 연간 보상은 €13.04M, 7.7% 급여 및 92.3% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 €60.62M 가치에 해당하는 회사 주식의 0.24% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 4.3 년과 5.8 년입니다.

핵심 정보

Pascal Daloz

최고경영자

€13.0m

총 보수

CEO 급여 비율7.67%
CEO 재임 기간2.3yrs
CEO 지분 보유율0.2%
경영진 평균 재임 기간4.3yrs
이사회 평균 재임 기간5.8yrs

최근 경영진 업데이트

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.

CEO 보수 분석

Pascal Daloz의 보수는 Dassault Systèmes의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
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

보상 대 시장: Pascal의 총 보수(USD15.28M)는 French 시장에서 비슷한 규모 기업의 평균(USD5.62M)보다 높습니다.

보상과 수익: Pascal의 보상은 지난 1년 동안 회사 실적과 일치했습니다.


CEO

Pascal Daloz (56 yo)

2.3yrs
재임 기간
€13,039,767
보수

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...


리더십 팀

이름직위재임 기간보수지분
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 VP4.3yrs데이터 없음데이터 없음
Laurence Baucher-Barthès
Executive VP and Chief People & Information Officer16.6yrs데이터 없음데이터 없음
Sgolne Moignet
Corporate Counselno data데이터 없음데이터 없음
Victoire de Margerie
Vice President of Corporate Marketing6.3yrs데이터 없음데이터 없음
Elisa Prisner
Executive VP of Strategy1.3yrs데이터 없음데이터 없음
Philippe Laufer
Executive Vice President of 3DS Global Brands6.3yrs데이터 없음데이터 없음
Gian Bassi
Executive Vice President of 3DEXPERIENCE Works organization4.3yrs데이터 없음데이터 없음
Samson Khaou
Executive Vice President of Asia Pacific9.8yrs데이터 없음데이터 없음
Florence Verzelen
Executive Vice President of Europe1.3yrs데이터 없음데이터 없음
4.3yrs
평균 재임 기간
60.5yo
평균 나이

경험이 풍부한 관리: DSY의 경영진은 경험이 있음으로 간주됩니다(평균 재임 4.3 년).


이사회 구성원

이름직위재임 기간보수지분
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€33.63k데이터 없음
Nathalie Lazare
Independent Directorno data€52.53k데이터 없음
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€39.03k데이터 없음
Anne-Laure Chevalier
Employees Representing Director2yrs€56.40k데이터 없음
Christine Defert
Employees Representing Director2yrs€56.40k데이터 없음
5.8yrs
평균 재임 기간
62yo
평균 나이

경험이 풍부한 이사회: DSY의 이사회경험이 있음으로 간주됩니다(평균 재임 5.8 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/03 05:41
종가2026/04/30 00:00
수익2026/03/31
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
  • 분석가 목표주가
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

Dassault Systèmes SE는 34명의 분석가가 다루고 있습니다. 이 중 20명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Adrian SanchezBanco Santander
Jesús Gómez DominguezBanco Santander
Sven MerktBarclays