SoftwareOne Holding Toekomstige groei
Future criteriumcontroles 4/6
SoftwareOne Holding zal naar verwachting groeien in winst en omzet met respectievelijk 53.9% en 9.6% per jaar. De winst per aandeel zal naar verwachting groeien met 55.3% per jaar. Het rendement op het eigen vermogen zal over 3 jaar naar verwachting 15.4% zijn.
Belangrijke informatie
53.9%
Groei van de winst
55.33%
Groei van de winst per aandeel
| Electronic winstgroei | 33.9% |
| Inkomstengroei | 9.6% |
| Toekomstig rendement op eigen vermogen | 15.38% |
| Dekking van analisten | Good |
| Laatst bijgewerkt | 22 May 2026 |
Recente toekomstige groei-updates
Recent updates
Narratiefupdate • 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.Narratiefupdate • 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.
Narratiefupdate • 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.Analyseartikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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...Analyseartikel • 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...
Nieuw narratief • 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.Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • Mar 30
The SoftwareONE Holding AG (VTX:SWON) Analysts Have Been Trimming Their Sales Forecasts
The latest analyst coverage could presage a bad day for SoftwareONE Holding AG ( VTX:SWON ), with the analysts making...Winst- en omzetgroeiprognoses
| Datum | Inkomsten | Inkomsten | Vrije kasstroom | Geldmiddelen uit operationele activiteiten | Gem. Aantal analisten |
|---|---|---|---|---|---|
| 12/31/2028 | 1,812 | 168 | 257 | 319 | 9 |
| 12/31/2027 | 1,710 | 148 | 241 | 300 | 11 |
| 12/31/2026 | 1,603 | 95 | 211 | 311 | 10 |
| 12/31/2025 | 1,243 | 1 | 203 | 269 | N/A |
| 9/30/2025 | 1,108 | -9 | 277 | 343 | N/A |
| 6/30/2025 | 973 | -20 | 352 | 417 | N/A |
| 3/31/2025 | 994 | -11 | 159 | 226 | N/A |
| 12/31/2024 | 1,015 | -1 | -33 | 35 | N/A |
| 9/30/2024 | 1,025 | 7 | -14 | 52 | N/A |
| 6/30/2024 | 1,034 | 16 | 5 | 68 | N/A |
| 3/31/2024 | 1,023 | 19 | 13 | 73 | N/A |
| 12/31/2023 | 1,011 | 21 | 20 | 77 | N/A |
| 9/30/2023 | 1,003 | 30 | 33 | 87 | N/A |
| 6/30/2023 | 994 | 39 | 46 | 97 | N/A |
| 3/31/2023 | 985 | -10 | 45 | 94 | N/A |
| 12/31/2022 | 976 | -58 | 44 | 91 | N/A |
| 9/30/2022 | 961 | -21 | -50 | -5 | N/A |
| 6/30/2022 | 946 | 16 | -143 | -102 | N/A |
| 3/31/2022 | 930 | 67 | -9 | 28 | N/A |
| 12/31/2021 | 914 | 118 | 125 | 158 | N/A |
| 9/30/2021 | -942 | 133 | 68 | 98 | N/A |
| 6/30/2021 | -2,799 | 149 | 11 | 37 | N/A |
| 3/31/2021 | -983 | 163 | 132 | 157 | N/A |
| 12/31/2020 | 832 | 177 | 253 | 276 | N/A |
| 9/30/2020 | 4,315 | 151 | 336 | 357 | N/A |
| 6/30/2020 | 7,798 | 125 | 418 | 438 | N/A |
| 3/31/2020 | 7,704 | 125 | 307 | 327 | N/A |
| 12/31/2019 | 7,611 | 126 | 196 | 216 | N/A |
| 9/30/2019 | 6,665 | 116 | N/A | 133 | N/A |
| 6/30/2019 | 5,720 | 105 | N/A | 51 | N/A |
| 3/31/2019 | 4,730 | 92 | N/A | 75 | N/A |
| 12/31/2018 | 3,741 | 78 | N/A | 99 | N/A |
| 12/31/2017 | 3,310 | 41 | N/A | 54 | N/A |
| 12/31/2016 | 3,041 | 18 | N/A | 48 | N/A |
Toekomstige groeivoorspellingen analisten
Verdiensten versus spaarpercentage: De verwachte winstgroei SWON ( 53.9% per jaar) ligt boven de spaarquote ( 0.6% ).
Winst versus markt: De winst van SWON ( 53.9% per jaar) zal naar verwachting sneller groeien dan de Swiss markt ( 10.9% per jaar).
Hoge groeiwinsten: De winst van SWON zal naar verwachting de komende 3 jaar aanzienlijk groeien.
Omzet versus markt: De omzet van SWON ( 9.6% per jaar) zal naar verwachting sneller groeien dan de markt Swiss ( 4.9% per jaar).
Hoge groei-inkomsten: De omzet van SWON ( 9.6% per jaar) zal naar verwachting langzamer groeien dan 20% per jaar.
Groeiprognoses winst per aandeel
Toekomstig rendement op eigen vermogen
Toekomstige ROE: Het rendement op eigen vermogen SWON zal naar verwachting over 3 jaar laag zijn ( 15.4 %).
Ontdek groeibedrijven
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/05/26 06:18 |
| Aandelenkoers aan het einde van de dag | 2026/05/26 00:00 |
| Inkomsten | 2025/12/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
SoftwareOne Holding AG wordt gevolgd door 13 analisten. 11 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Andreas Wolf | Berenberg |
| Ben Castillo-Bernaus | BNP Paribas |
| Ines Mao | BNP Paribas |