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Dassault Systèmes SE (DSY.PA)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINFR0000130650
SectorTechnology
IndustrySoftware - Application

Highlights

Market Cap€44.43B
EPS (TTM)€0.81
PE Ratio41.89
PEG Ratio2.02
Total Revenue (TTM)€4.57B
Gross Profit (TTM)€3.73B
EBITDA (TTM)€1.47B
Year Range€33.31 - €48.59
Target Price€40.90

Share Price Chart


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Compare to other instruments

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Dassault Systèmes SE

Popular comparisons: DSY.PA vs. PRGS, DSY.PA vs. PTC, DSY.PA vs. ^GSPC, DSY.PA vs. VUSA.AS, DSY.PA vs. SPY

Performance

Performance Chart

The chart shows the growth of an initial investment of €10,000 in Dassault Systèmes SE, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


0.00%1,000.00%2,000.00%3,000.00%4,000.00%FebruaryMarchAprilMayJuneJuly
3,091.23%
392.01%
DSY.PA (Dassault Systèmes SE)
Benchmark (^GSPC)

S&P 500

Returns By Period

Dassault Systèmes SE had a return of -22.20% year-to-date (YTD) and -15.48% in the last 12 months. Over the past 10 years, Dassault Systèmes SE had an annualized return of 14.19%, outperforming the S&P 500 benchmark which had an annualized return of 10.97%.


PeriodReturnBenchmark
Year-To-Date-22.20%17.16%
1 month-3.28%2.10%
6 months-25.30%17.92%
1 year-15.48%22.68%
5 years (annualized)5.11%13.47%
10 years (annualized)14.19%10.97%

Monthly Returns

The table below presents the monthly returns of DSY.PA, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20249.04%-10.47%-4.97%-9.77%0.70%-4.77%-22.20%
20231.69%7.40%3.54%-3.18%12.69%-1.18%-4.28%-5.85%-3.59%9.97%10.69%2.96%32.75%
2022-18.85%2.45%2.82%-4.88%-7.46%-10.39%18.64%-7.41%-7.36%-5.00%3.34%-4.53%-35.68%
2021-0.84%4.34%6.11%5.78%-2.14%8.63%13.74%3.84%-5.88%10.81%5.58%-1.65%57.89%
20206.93%-9.38%-4.93%-1.07%14.55%0.89%0.33%2.43%1.20%-8.26%5.80%7.16%13.92%
20195.64%17.43%3.19%6.25%-5.35%5.61%-1.64%-7.14%2.03%4.05%5.11%2.48%42.01%
20184.84%14.39%3.91%-2.85%12.59%-0.12%6.50%9.23%-7.77%-13.90%-4.38%-2.17%17.64%
2017-0.98%6.35%6.44%0.97%0.91%-4.44%5.61%-0.17%3.43%6.52%-0.94%-1.90%23.17%
2016-3.50%-1.83%-0.23%-2.05%4.77%-3.95%8.19%2.23%2.26%-6.59%-0.17%0.51%-1.22%
20158.67%13.86%0.97%8.96%3.44%-7.80%5.44%-10.00%6.64%8.85%4.86%-2.07%46.85%
2014-2.57%-5.27%2.11%4.22%5.91%0.99%6.73%0.52%0.91%-0.57%3.95%-3.86%13.02%
2013-2.79%6.18%3.73%2.68%4.75%-2.32%5.11%-2.16%2.10%-9.29%-5.63%6.82%8.01%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of DSY.PA is 20, indicating that it is in the bottom 20% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.


The Risk-Adjusted Performance Rank of DSY.PA is 2020
DSY.PA (Dassault Systèmes SE)
The Sharpe Ratio Rank of DSY.PA is 1717Sharpe Ratio Rank
The Sortino Ratio Rank of DSY.PA is 1818Sortino Ratio Rank
The Omega Ratio Rank of DSY.PA is 1717Omega Ratio Rank
The Calmar Ratio Rank of DSY.PA is 2424Calmar Ratio Rank
The Martin Ratio Rank of DSY.PA is 2222Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Dassault Systèmes SE (DSY.PA) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


DSY.PA
Sharpe ratio
The chart of Sharpe ratio for DSY.PA, currently valued at -0.61, compared to the broader market-2.00-1.000.001.002.003.00-0.61
Sortino ratio
The chart of Sortino ratio for DSY.PA, currently valued at -0.70, compared to the broader market-4.00-2.000.002.004.00-0.70
Omega ratio
The chart of Omega ratio for DSY.PA, currently valued at 0.90, compared to the broader market0.501.001.502.000.90
Calmar ratio
The chart of Calmar ratio for DSY.PA, currently valued at -0.38, compared to the broader market0.002.004.006.00-0.38
Martin ratio
The chart of Martin ratio for DSY.PA, currently valued at -1.01, compared to the broader market-5.000.005.0010.0015.0020.0025.00-1.01
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.10, compared to the broader market-2.00-1.000.001.002.003.002.10
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.94, compared to the broader market-4.00-2.000.002.004.002.94
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.37, compared to the broader market0.501.001.502.001.37
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.66, compared to the broader market0.002.004.006.001.66
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 7.83, compared to the broader market-5.000.005.0010.0015.0020.0025.007.83

Sharpe Ratio

The current Dassault Systèmes SE Sharpe ratio is -0.61. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Dassault Systèmes SE with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00FebruaryMarchAprilMayJuneJuly
-0.61
2.51
DSY.PA (Dassault Systèmes SE)
Benchmark (^GSPC)

Dividends

Dividend History

Dassault Systèmes SE granted a 0.67% dividend yield in the last twelve months. The annual payout for that period amounted to €0.23 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend€0.23€0.21€0.17€0.11€0.14€0.13€0.12€0.11€0.09€0.09€0.08€0.08

Dividend yield

0.67%0.47%0.51%0.21%0.42%0.44%0.56%0.60%0.65%0.58%0.82%0.89%

Monthly Dividends

The table displays the monthly dividend distributions for Dassault Systèmes SE. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024€0.00€0.00€0.00€0.00€0.23€0.00€0.00€0.23
2023€0.00€0.00€0.00€0.00€0.21€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.21
2022€0.00€0.00€0.00€0.00€0.17€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.17
2021€0.00€0.00€0.00€0.00€0.11€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.11
2020€0.00€0.00€0.00€0.00€0.14€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.14
2019€0.00€0.00€0.00€0.00€0.13€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.13
2018€0.00€0.00€0.00€0.00€0.12€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.12
2017€0.00€0.00€0.00€0.00€0.11€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.11
2016€0.00€0.00€0.00€0.00€0.00€0.09€0.00€0.00€0.00€0.00€0.00€0.00€0.09
2015€0.00€0.00€0.00€0.00€0.00€0.09€0.00€0.00€0.00€0.00€0.00€0.00€0.09
2014€0.00€0.00€0.00€0.00€0.08€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.08
2013€0.08€0.00€0.00€0.00€0.00€0.00€0.00€0.08

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%0.7%
Dassault Systèmes SE has a dividend yield of 0.67%, which signifies it pays a smaller percentage of its stock price in dividends to its shareholders compared to other companies in the market.
Payout Ratio
20.0%40.0%60.0%80.0%100.0%120.0%25.9%
Dassault Systèmes SE has a payout ratio of 25.93%, which is quite average when compared to the overall market. This suggests that Dassault Systèmes SE strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-40.00%-30.00%-20.00%-10.00%0.00%FebruaryMarchAprilMayJuneJuly
-38.20%
-1.80%
DSY.PA (Dassault Systèmes SE)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Dassault Systèmes SE. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Dassault Systèmes SE was 86.77%, occurring on Oct 3, 2002. Recovery took 3058 trading sessions.

The current Dassault Systèmes SE drawdown is 38.20%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-86.77%Mar 7, 2000654Oct 3, 20023058Sep 11, 20143712
-53.06%Aug 4, 199847Oct 7, 1998293Dec 6, 1999340
-41.58%Nov 22, 2021247Nov 3, 2022
-33.97%Jan 27, 202036Mar 16, 2020198Dec 22, 2020234
-31.18%Sep 4, 201885Jan 3, 201977Apr 24, 2019162

Volatility

Volatility Chart

The current Dassault Systèmes SE volatility is 8.21%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%FebruaryMarchAprilMayJuneJuly
8.21%
2.88%
DSY.PA (Dassault Systèmes SE)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Dassault Systèmes SE over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

P/E Ratio

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Dassault Systèmes SE.


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Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items