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Dassault Systemes SE (FR:DSY)
:DSY
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Dassault Systemes (DSY) AI Stock Analysis

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FR:DSY

Dassault Systemes

(DSY)

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Outperform 72 (OpenAI - 5.2)
Rating:72Outperform
Price Target:
€24.50
▲(23.24% Upside)
Action:Reiterated
Date:07/24/26
The score is driven primarily by strong fundamental profitability and a strengthening balance sheet, partially offset by weaker cash flow momentum and inconsistent top-line growth signals. Technical indicators point to subdued near-term momentum, while valuation is reasonable with a modest dividend yield.
Positive Factors
High Profitability / Margins
Sustained high gross and operating margins reflect strong pricing power and the scalability of a software model. This margin profile supports durable operating cash generation, funds R&D and go-to-market investment, and creates a structural cushion versus cyclical revenue swings.
Negative Factors
Weak / Volatile Revenue Growth
Inconsistent top-line performance and a wide gap between annual and TTM growth suggest lumpiness or one-off drivers. Without steady revenue expansion, operating leverage and long-term value creation are harder to sustain, limiting upside in returns and reinvestment payoff.
Read all positive and negative factors
Positive Factors
Negative Factors
High Profitability / Margins
Sustained high gross and operating margins reflect strong pricing power and the scalability of a software model. This margin profile supports durable operating cash generation, funds R&D and go-to-market investment, and creates a structural cushion versus cyclical revenue swings.
Read all positive factors

Dassault Systemes (DSY) vs. iShares MSCI France ETF (EWQ)

Dassault Systemes Business Overview & Revenue Model

Company Description
Dassault Systèmes SE, established in 1981 and based in Vélizy-Villacoublay, France, operates globally as a premier provider of sophisticated software platforms and related professional services. The company's extensive product suite caters to a br...
How the Company Makes Money
Dassault Systèmes primarily makes money by licensing and subscribing its software to business customers, complemented by maintenance/support and services revenue. Key revenue streams include: (1) Software subscriptions and licenses: Revenue is gen...

Dassault Systemes Financial Statement Overview

Summary
Strong, high-margin profitability (TTM gross margin ~82.5%, net margin ~19.9%, EBIT margin ~24.4%) and steadily rising earnings over 2021–2025, supported by a strengthening balance sheet (debt-to-equity down to ~0.27 TTM). Offsetting this, revenue growth was nearly flat in 2025 (~0.4%) and cash flow quality/momentum is weaker (TTM free cash flow growth sharply negative and cash conversion below 1x).
Income Statement
86
Very Positive
Balance Sheet
82
Very Positive
Cash Flow
74
Positive
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue6.21B6.24B6.21B5.95B5.67B4.86B
Gross Profit5.14B5.22B5.20B4.60B4.75B4.07B
EBITDA2.07B1.95B1.92B1.81B1.94B1.59B
Net Income1.32B1.20B1.20B1.05B931.50M773.70M
Balance Sheet
Total Assets16.32B15.06B15.55B14.62B14.26B14.22B
Cash, Cash Equivalents and Short-Term Investments5.66B4.13B3.95B3.57B2.77B2.98B
Total Debt3.38B3.17B3.06B3.60B3.58B4.47B
Total Liabilities6.99B6.26B6.47B6.78B6.94B8.01B
Stockholders Equity9.32B8.79B9.07B7.83B7.31B6.20B
Cash Flow
Free Cash Flow1.59B1.47B1.47B1.42B1.39B1.51B
Operating Cash Flow1.72B1.63B1.66B1.57B1.53B1.61B
Investing Cash Flow-380.40M-404.30M-191.70M-161.60M-213.90M-160.40M
Financing Cash Flow155.90M-789.40M-1.21B-536.70M-1.59B-711.90M

Dassault Systemes Technical Analysis

Technical Analysis Sentiment
Positive
Last Price19.88
Price Trends
50DMA
19.02
Positive
100DMA
18.82
Positive
200DMA
20.25
Positive
Market Momentum
MACD
0.82
Negative
RSI
56.48
Neutral
STOCH
59.90
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For FR:DSY, the sentiment is Positive. The current price of 19.88 is below the 20-day moving average (MA) of 20.33, above the 50-day MA of 19.02, and below the 200-day MA of 20.25, indicating a bullish trend. The MACD of 0.82 indicates Negative momentum. The RSI at 56.48 is Neutral, neither overbought nor oversold. The STOCH value of 59.90 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for FR:DSY.

Dassault Systemes Peers Comparison

Overall Rating
UnderperformOutperform
Sector (55)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
76
Outperform
€1.74B26.391.79%8.20%18.11%
72
Outperform
€27.99B21.6814.86%1.36%-1.69%15.95%
67
Neutral
€297.67M15.4527.27%6.94%10.75%-12.80%
65
Neutral
€882.87M39.195.72%1.90%-7.72%-25.52%
55
Neutral
$6.65B3.83-15.92%6.20%10.91%7.18%
46
Neutral
€2.70M-4.2424.60%-35.28%49.64%
* General Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
FR:DSY
Dassault Systemes
21.68
-4.85
-18.29%
FR:LSS
Lectra SA
23.65
-0.07
-0.30%
FR:SWP
SWORD GROUP SE
31.20
-3.23
-9.38%
FR:EOS
Acteos SA
0.81
-0.39
-32.61%
FR:MLMGL
Magillem Design Services SA
2.34
-0.10
-4.10%
FR:PLNW
Planisware Societe anonyme
25.60
8.10
46.30%

Dassault Systemes Corporate Events

Dassault Systèmes Updates Investors on Share Count and Voting Rights
Aug 7, 2026
Dassault Systèmes has disclosed that as of July 31, 2026, it had 1,342,874,843 outstanding shares and a total of 2,018,621,431 voting rights, calculated in accordance with French market regulator rules. The company reminded shareholders that ...
Dassault Systèmes Publishes 2026 Half-Year IFRS Financial Report
Jul 23, 2026
Dassault Systèmes has filed its half-year financial report for the period ending June 30, 2026 with the French securities regulator, in line with IFRS standards for its condensed consolidated statements. The report is now accessible on the co...
Dassault Systèmes Posts Solid Q2, Deepens AI and Life Sciences Push With ArisGlobal Deal
Jul 23, 2026
Dassault Systèmes reported solid second-quarter 2026 results, with total revenue up 4% in constant currencies to €1.56 billion and software revenue also rising 4% on strong subscription growth. Recurring revenue reached 81% of software ...
Dassault Systèmes to buy ArisGlobal in $1.8bn push into AI‑driven life sciences compliance
Jul 23, 2026
Dassault Systèmes has signed a definitive agreement to acquire ArisGlobal for about $1.8 billion in cash, plus up to $200 million in earn‑outs linked to AI‑related revenue, fully financed with available cash and expected to close ...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Jul 24, 2026