Calculating The Fair Value Of Dassault Systèmes SE (EPA:DSY)
Aug 28
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French (CAC) Software Industry Analysis
UpdatedSep 15, 2024
DataAggregated Company Financials
Companies29
- 7D7.3%
- 3M3.1%
- 1Y3.9%
- YTD-13.4%
In the last week, the Software industry is up 8.0%, with Dassault Systèmes up 8.8%. Despite this gain, the industry's performance has been flat over the past year. As for the next few years, earnings are expected to grow by 15% per annum.
Industry Valuation and Performance
Has the French Software Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 15 Sep 2024 | €53.8b | €7.9b | €1.2b | 34.2x | 43.9x | 6.8x |
| Tue, 13 Aug 2024 | €49.9b | €7.9b | €1.2b | 24.5x | 40.5x | 6.3x |
| Thu, 11 Jul 2024 | €50.0b | €7.8b | €1.2b | 37x | 42x | 6.4x |
| Sat, 08 Jun 2024 | €54.8b | €7.8b | €1.2b | 44.9x | 46.2x | 7x |
| Mon, 06 May 2024 | €54.1b | €7.8b | €1.2b | 39x | 45.3x | 6.9x |
| Wed, 03 Apr 2024 | €56.6b | €7.6b | €1.1b | 55.4x | 50.6x | 7.4x |
| Fri, 01 Mar 2024 | €60.7b | €7.6b | €1.1b | 58.2x | 54.4x | 8x |
| Sun, 28 Jan 2024 | €69.2b | €8.0b | €1.1b | 60.8x | 64x | 8.7x |
| Tue, 26 Dec 2023 | €64.9b | €8.0b | €1.1b | 61.9x | 60x | 8.1x |
| Thu, 23 Nov 2023 | €62.1b | €8.0b | €1.1b | 55.2x | 57.7x | 7.8x |
| Sat, 21 Oct 2023 | €50.0b | €7.9b | €1.1b | 37.4x | 47x | 6.3x |
| Mon, 18 Sep 2023 | €51.2b | €7.8b | €1.0b | 44.2x | 49.3x | 6.6x |
| Wed, 16 Aug 2023 | €53.6b | €7.8b | €1.1b | 48.6x | 51x | 6.9x |
| Fri, 14 Jul 2023 | €58.3b | €7.7b | €949.0m | 41x | 61.5x | 7.6x |
| Sun, 11 Jun 2023 | €57.3b | €7.7b | €950.1m | 29.5x | 60.3x | 7.4x |
| Tue, 09 May 2023 | €52.0b | €7.7b | €959.0m | 32.4x | 54.2x | 6.7x |
| Thu, 06 Apr 2023 | €53.7b | €7.6b | €975.0m | 35.4x | 55.1x | 7.1x |
| Sat, 04 Mar 2023 | €53.5b | €7.6b | €949.5m | 38.5x | 56.4x | 7.1x |
| Mon, 30 Jan 2023 | €49.3b | €7.3b | €914.5m | 42.7x | 53.9x | 6.7x |
| Wed, 28 Dec 2022 | €48.6b | €7.3b | €911.1m | 36x | 53.4x | 6.7x |
| Fri, 25 Nov 2022 | €52.2b | €7.3b | €903.5m | 35.1x | 57.7x | 7.1x |
| Sun, 23 Oct 2022 | €49.4b | €7.0b | €868.5m | 33.7x | 56.9x | 7x |
| Tue, 20 Sep 2022 | €52.2b | €7.5b | €872.2m | 36.7x | 59.8x | 6.9x |
| Thu, 18 Aug 2022 | €60.7b | €7.5b | €868.6m | 35x | 69.8x | 8.1x |
| Sat, 16 Jul 2022 | €54.3b | €7.3b | €933.3m | 35x | 58.2x | 7.5x |
| Mon, 13 Jun 2022 | €52.3b | €7.3b | €940.9m | 34.6x | 55.6x | 7.2x |
| Wed, 11 May 2022 | €54.8b | €7.3b | €947.2m | 35.6x | 57.9x | 7.6x |
| Fri, 08 Apr 2022 | €63.1b | €7.0b | €872.1m | 42.5x | 72.3x | 9x |
| Sun, 06 Mar 2022 | €60.8b | €7.0b | €879.3m | 39.7x | 69.2x | 8.7x |
| Tue, 01 Feb 2022 | €61.6b | €6.8b | €844.7m | 41x | 72.9x | 9x |
| Thu, 30 Dec 2021 | €76.7b | €6.8b | €844.6m | 42.3x | 90.8x | 11.2x |
| Sat, 27 Nov 2021 | €76.2b | €6.8b | €833.8m | 40.2x | 91.4x | 11.2x |
| Mon, 25 Oct 2021 | €69.4b | €8.7b | €698.7m | 42.5x | 99.3x | 7.9x |
| Wed, 22 Sep 2021 | €73.3b | €6.6b | €728.8m | 42.4x | 100.6x | 11.1x |
Price to Earnings Ratio
100.6x
Current Industry PE
- Investors are pessimistic on the French Software industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The industry is trading at a PE ratio of 43.5x which is lower than its 3-year average PE of 60.4x.
- The 3-year average PS ratio of 7.7x is higher than the industry's current PS ratio of 6.8x.
Past Earnings Growth
- The earnings for companies in the Software industry have grown 19% per year over the last three years.
- Revenues for these companies have grown 6.1% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Trends
Which industries have driven the changes within the French Tech industry?
| FR Market | 1.14% | |
| Tech | 6.02% | |
| Software | 7.30% | |
| Application Software | 7.32% | |
| Systems Software | 0.76% | |
Industry PE
- Investors are most optimistic about the Application Software industry even though it's trading below its 3-year average PE ratio of 59.2x.
- Analysts are expecting annual earnings growth of 14.6%, which is higher than its past year's earnings growth of 3.1% per year.
Forecasted Growth
- Analysts are most optimistic on the Systems Software industry, expecting annual earnings growth of 78% over the next 5 years.
- In contrast, the Application Software industry is expected to see its earnings grow by 15% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| DSY Dassault Systèmes | €36.16 | 7.9% +€3.5b | 2.3% | PE42.4x | |
| ALESK Esker | €243.00 | 4.7% +€65.1m | 87.1% | PE96.7x | |
| LSS Lectra | €28.85 | 5.3% +€54.9m | 10.1% | PE34.2x | |
| LIN Linedata Services | €76.60 | 14.0% +€46.6m | 58.9% | PE13.8x | |
| PLNW Planisware SAS | €27.18 | 1.6% +€29.8m | n/a | PE45.5x |
