Dassault Systèmes' third-quarter results beat FactSet consensus, 2026 guidance was upgraded, and Medidata growth stabilized at 0%. However, the guidance upgrade was largely due to the ArisGlobal acquisition and currency impact. Shares were down 3% intraday.
We expect continued adoption of the 3Dexperience platform by Dassault’s customers, which is positive for growth and the moat as we think it further increases switching costs.
Dassault’s core market in life sciences, clinical trial management, is facing challenges as customers continue to look for ways to cut costs.
|
Metric
|
DSY
|
PTC
|
|---|---|---|
Price/Earnings (Normalized) | 21.63 | 20.24 |
Price/Book Value | 3.43 | 6.24 |
Price/Sales | 5.33 | 7.85 |
Price/Cash Flow | 18.31 | 21.06 |
|
Metric
|
DSY
|
PTC
|
|---|---|---|
Quick Ratio | 1.64 | 0.88 |
Current Ratio | 1.77 | 1.03 |
Interest Coverage | — | 24.35 |
|
Metric
|
DSY
|
PTC
|
|---|---|---|
Return on Assets (Normalized) | 11.46% | 17.79% |
Return on Equity (Normalized) | 19.53% | 31.06% |
Return on Invested Capital (Normalized) | 14.21% | 23.34% |
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1-Day Chart
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Name
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Price
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Morningstar Rating for Stocks
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Economic Moat
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United States