Can Dassault Systèmes Deliver 5-10% Returns in 5 Years? скачать в хорошем качестве

Can Dassault Systèmes Deliver 5-10% Returns in 5 Years?

Analysts call Dassault Systèmes a high-quality software business with strong recurring revenue and margins. They expect market-level returns (5–10% annually) but flag execution risk from a CEO transition and cyclical capex. Analysts Lou Whiteman and Dan Caplinger score the company across business, management, financials and valuation (combined 7.1/10). Business strength: core simulation and 3DExperience software used across semiconductors, robotics, healthcare and energy. Financials: recurring revenue ~85%, operating margins in the mid-30s, roughly €2 billion cash and strong free cash flow. Management: CEO transition from Bernard Charles to Pascal DLO creates execution uncertainty for life‑sciences and platform expansion. Outlook & risks: analysts expect market-level returns (5–10% over five years); catalysts include ARR growth and monetization of new verticals, while capex cyclicality and execution failure are the main risks. ------------------------------------------------------------------------ This video is brought to you by The Motley Fool. Visit https://fool.com/Invest to get access to this special offer. The Motley Fool Stock Advisor returns are 955% as of 1/19/2026 and measured against the S&P 500 returns of 196% as of 1/19/2026. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well. ------------------------------------------------------------------------