SoftwareOne Holding AG

SWX:SWON Stok Raporu

Piyasa değeri: CHF 1.7b

SoftwareOne Holding Yönetim

Yönetim kriter kontrolleri 0/4

Şu anda CEO hakkında yeterli bilgiye sahip değiliz.

Anahtar bilgiler

Raphael Erb

İcra Kurulu Başkanı

n/a

Toplam tazminat

CEO maaş yüzdesin/a
CEO görev süresi1.9yrs
CEO sahipliğin/a
Yönetim ortalama görev süresi1yr
Yönetim Kurulu ortalama görev süresi2.2yrs

Son yönetim güncellemeleri

Recent updates

Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Analiz Makalesi 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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Yeni Anlatı 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.
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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
Görev süresi

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,...


Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
Raphael Erb
Co-CEO & Member of Executive Board1.9yrsVeri yokVeri yok
Melissa Mulholland
Co-CEO & Member of Executive Boardless than a yearVeri yokVeri yok
Hanspeter Schraner
Chief Financial Officer1yrVeri yokVeri yok
Oliver Berchtold
COO & Member of Executive Board1.5yrsVeri yokVeri yok
Jonas Wenger
Group Head of Accounting & IFRSno dataVeri yokVeri yok
Sean Nicholson
Global Director of Technology Servicesno dataVeri yokVeri yok
Rene Nulsch
Chief Information Officerno dataVeri yokVeri yok
Kjell Hansen
Head of Investor Relationsno dataVeri yokVeri yok
Frank Rossini
Chief Legal Officerno dataVeri yokVeri yok
Nina Janorschke
Chief Human Resources Officerless than a yearVeri yokVeri yok
Mike Fitzgerald
Chief Innovation Officerno dataVeri yokVeri yok
Andre Fraser
Group Head of Controllingno dataVeri yokVeri yok
1.0yrs
Ortalama Görev Süresi
46yo
Ortalama Yaş

Deneyimli Yönetim: SWON 'un yönetim ekibi deneyimli olarak kabul edilmiyor ( 1 yıl), bu da yeni bir ekibin varlığını gösteriyor.


Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
Jorg Riboni
Non-Executive Independent Director2.2yrsCHF 266.78kVeri yok
Jens Rugseth
Non-Executive Independent Directorless than a yearCHF 135.86kVeri yok
Barend Fruithof
Directorless than a yearVeri yokVeri yok
Rune Syversen
Non-Executive Directorless than a yearCHF 135.86kVeri yok
Andrea Sieber
Vice Chairman & Lead Independent Director2.2yrsCHF 269.09kVeri yok
Till Spillmann
Non-Executive Independent Chairman2.2yrsCHF 400.14kVeri yok
Daniel Stockar
Director13.4yrsCHF 281.93kVeri yok
Rene Gilli
Director2.2yrsCHF 197.49kVeri yok
2.2yrs
Ortalama Görev Süresi
61.5yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: SWON 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilmiyor ( 2.2 yıllık ortalama görev süresi), bu da yeni bir yönetim kurulu olduğunu gösteriyor.


Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/06/19 13:12
Gün Sonu Hisse Fiyatı2026/06/19 00:00
Kazançlar2025/12/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntıları GitHub sayfamızda mevcuttur; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

SoftwareOne Holding AG 13 Bu analistlerden 11, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Andreas WolfBerenberg
Ben Castillo-BernausBNP Paribas
Ines MaoBNP Paribas