DASTY vs. IPAR
DASTY (Dassault Systemes SA) and IPAR (Inter Parfums, Inc.) are both stocks. DASTY operates in Software - Application (Technology), while IPAR operates in Household & Personal Products (Consumer Defensive). Over the past 10 years, DASTY returned 3.80%/yr vs 16.69%/yr for IPAR. At a 0.26 correlation, their price movements are largely independent.
Performance
DASTY vs. IPAR - Performance Comparison
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Returns By Period
In the year-to-date period, DASTY achieves a -25.06% return, which is significantly lower than IPAR's 31.82% return. Over the past 10 years, DASTY has underperformed IPAR with an annualized return of 3.80%, while IPAR has yielded a comparatively higher 16.69% annualized return.
DASTY
- 1D
- 1.67%
- 1M
- -5.88%
- YTD
- -25.06%
- 6M
- -24.52%
- 1Y
- -42.28%
- 3Y*
- -21.85%
- 5Y*
- -15.15%
- 10Y*
- 3.80%
IPAR
- 1D
- 1.85%
- 1M
- 17.45%
- YTD
- 31.82%
- 6M
- 32.06%
- 1Y
- -13.77%
- 3Y*
- -4.16%
- 5Y*
- 11.48%
- 10Y*
- 16.69%
DASTY vs. IPAR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DASTY Dassault Systemes SA | -25.06% | -18.30% | -29.32% | 37.87% | -39.81% | 46.94% | 24.41% | 40.85% | 11.25% | 40.64% |
IPAR Inter Parfums, Inc. | 31.82% | -33.59% | -6.45% | 52.00% | -7.40% | 79.01% | -16.23% | 12.74% | 53.32% | 35.12% |
Correlation
The correlation between DASTY and IPAR is 0.16, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.16 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.20 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.26 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.22 |
Correlation (All Time) Calculated using the full available price history since Nov 6, 2008 | 0.26 |
The correlation between DASTY and IPAR shifts across timeframes, from 0.16 (1 year) to 0.26 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
DASTY:
$27.49B
IPAR:
$3.52B
DASTY:
€0.93
IPAR:
$6.27
DASTY:
19.54
IPAR:
17.55
DASTY:
1.67
IPAR:
0.96
DASTY:
3.89
IPAR:
2.36
DASTY:
2.61
IPAR:
3.99
DASTY:
€6.17B
IPAR:
$1.49B
DASTY:
€5.18B
IPAR:
$955.88M
DASTY:
€2.12B
IPAR:
$291.43M
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Return for Risk
DASTY vs. IPAR — Risk / Return Rank
DASTY
IPAR
DASTY vs. IPAR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dassault Systemes SA (DASTY) and Inter Parfums, Inc. (IPAR). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| DASTY | IPAR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.63 | ||
| Sortino ratioReturn per unit of downside risk | -0.95 | ||
| Omega ratioGain probability vs. loss probability | 0.78 | 0.95 | -0.17 |
| Calmar ratioReturn relative to maximum drawdown | -0.85 | -0.33 | -0.52 |
| Martin ratioReturn relative to average drawdown | -1.34 | -0.47 | -0.87 |
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Drawdowns
DASTY vs. IPAR - Drawdown Comparison
The maximum DASTY drawdown since its inception was -69.27%, smaller than the maximum IPAR drawdown of -81.82%. Use the drawdown chart below to compare losses from any high point for DASTY and IPAR.
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Drawdown Indicators
| DASTY | IPAR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.27% | -81.82% | +12.55% |
Max Drawdown (1Y)Largest decline over 1 year | -49.91% | -42.14% | -7.77% |
Max Drawdown (3Y)Largest decline over 3 years | -63.12% | -46.41% | -16.71% |
Max Drawdown (5Y)Largest decline over 5 years | -69.27% | -46.51% | -22.76% |
Max Drawdown (10Y)Largest decline over 10 years | -69.27% | -54.94% | -14.33% |
Current DrawdownCurrent decline from peak | -66.30% | -24.11% | -42.19% |
Average DrawdownAverage peak-to-trough decline | -21.50% | -28.43% | +6.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 31.53% | 29.22% | +2.31% |
Volatility
DASTY vs. IPAR - Volatility Comparison
Dassault Systemes SA (DASTY) has a higher volatility of 15.04% compared to Inter Parfums, Inc. (IPAR) at 11.19%. This indicates that DASTY's price experiences larger fluctuations and is considered to be riskier than IPAR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DASTY | IPAR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 15.04% | 11.19% | +3.85% |
Volatility (6M)Calculated over the trailing 6-month period | 34.39% | 21.85% | +12.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 39.06% | 30.40% | +8.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 32.10% | 33.64% | -1.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.04% | 36.86% | -6.82% |
Dividends
DASTY vs. IPAR - Dividend Comparison
DASTY's dividend yield for the trailing twelve months is around 1.54%, less than IPAR's 2.91% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DASTY Dassault Systemes SA | 1.54% | 1.06% | 0.72% | 0.47% | 0.51% | 0.23% | 0.37% | 0.44% | 0.59% | 1.14% | 1.32% | 0.00% |
IPAR Inter Parfums, Inc. | 2.91% | 3.77% | 2.28% | 1.74% | 2.07% | 0.94% | 0.55% | 1.59% | 1.38% | 1.66% | 1.89% | 2.18% |
Financials
DASTY vs. IPAR - Financials Comparison
This section allows you to compare key financial metrics between Dassault Systemes SA and Inter Parfums, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
DASTY vs. IPAR - Profitability Comparison
DASTY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Dassault Systemes SA reported a gross profit of 1.27B and revenue of 1.51B. Therefore, the gross margin over that period was 84.0%.
IPAR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Inter Parfums, Inc. reported a gross profit of 224.64M and revenue of 344.89M. Therefore, the gross margin over that period was 65.1%.
DASTY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Dassault Systemes SA reported an operating income of 347.60M and revenue of 1.51B, resulting in an operating margin of 23.0%.
IPAR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Inter Parfums, Inc. reported an operating income of 74.13M and revenue of 344.89M, resulting in an operating margin of 21.5%.
DASTY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Dassault Systemes SA reported a net income of 292.50M and revenue of 1.51B, resulting in a net margin of 19.4%.
IPAR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Inter Parfums, Inc. reported a net income of 75.21M and revenue of 344.89M, resulting in a net margin of 21.8%.
Frequently Asked Questions
DASTY and IPAR have a correlation of 0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
DASTY has higher volatility (15.04%) compared to IPAR (11.19%). In terms of maximum drawdown, DASTY dropped -69.27% vs IPAR's -81.82%.
IPAR currently has the higher Sharpe Ratio (-0.46 vs -1.09), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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