DASTY vs. IPAR

Last updated Jun 4, 2026

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 4.17%/yr vs 13.64%/yr for IPAR. At a 0.26 correlation, their price movements are largely independent.

Performance

DASTY vs. IPAR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Dassault Systemes SA (DASTY) and Inter Parfums, Inc. (IPAR). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, DASTY achieves a -19.73% return, which is significantly lower than IPAR's 5.02% return. Over the past 10 years, DASTY has underperformed IPAR with an annualized return of 4.17%, while IPAR has yielded a comparatively higher 13.64% annualized return.

DASTY

• 1D: -2.43%
• 1M: -0.57%
• YTD: -19.73%
• 6M: -18.08%
• 1Y: -39.21%
• 3Y*: -20.14%
• 5Y*: -12.84%
• 10Y*: 4.17%

IPAR

• 1D: -3.75%
• 1M: -1.58%
• YTD: 5.02%
• 6M: 9.63%
• 1Y: -33.36%
• 3Y*: -10.26%
• 5Y*: 5.31%
• 10Y*: 13.64%

*Multi-year figures are annualized to reflect compound growth (CAGR)

DASTY vs. IPAR - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
DASTY Dassault Systemes SA	-19.73%	-18.30%	-29.32%	37.87%	-39.81%	46.94%	24.41%	40.85%	11.25%	40.64%
IPAR Inter Parfums, Inc.	5.02%	-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 0.20, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.20
Correlation (3Y) Calculated over the trailing 3-year period	0.21
Correlation (5Y) Calculated over the trailing 5-year period	0.27
Correlation (10Y) Calculated over the trailing 10-year period	0.23
Correlation (All Time) Calculated using the full available price history since Nov 7, 2008	0.26

Fundamentals

Market Cap DASTY : $29.44B IPAR : $2.83B
EPS DASTY : $0.92 IPAR : $6.26
PE Ratio DASTY : 23.92 IPAR : 14.10
PEG Ratio DASTY : 2.04 IPAR : 0.77
PS Ratio DASTY : 4.76 IPAR : 1.90
PB Ratio DASTY : 3.19 IPAR : 3.21
Total Revenue (TTM) DASTY : $6.17B IPAR : $1.49B
Gross Profit (TTM) DASTY : $5.18B IPAR : $955.88M
EBITDA (TTM) DASTY : $2.12B IPAR : $291.43M

Return for Risk

DASTY vs. IPAR — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

DASTY

DASTY Risk / Return Rank: 8
DASTY Sharpe Ratio Rank: 4
DASTY Sortino Ratio Rank: 8
DASTY Omega Ratio Rank: 5
DASTY Calmar Ratio Rank: 11
DASTY Martin Ratio Rank: 10

IPAR

IPAR Risk / Return Rank: 8
IPAR Sharpe Ratio Rank: 2
IPAR Sortino Ratio Rank: 5
IPAR Omega Ratio Rank: 6
IPAR Calmar Ratio Rank: 11
IPAR Martin Ratio Rank: 16

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

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.

	DASTY	IPAR	Difference
Sharpe ratio: Return per unit of total volatility	-1.05	-1.16	+0.11
Sortino ratio: Return per unit of downside risk	-1.30	-1.61	+0.31
Omega ratio: Gain probability vs. loss probability	0.79	0.81	-0.02
Calmar ratio: Return relative to maximum drawdown	-0.79	-0.78	-0.01
Martin ratio: Return relative to average drawdown	-1.34	-1.14	-0.20
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

DASTY vs. IPAR - Sharpe Ratio Comparison

The current DASTY Sharpe Ratio is -1.05, which is comparable to the IPAR Sharpe Ratio of -1.16. The chart below compares the historical Sharpe Ratios of DASTY and IPAR, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	DASTY	IPAR	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-1.05	-1.16	+0.11
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	-0.41	0.16	-0.57
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.14	0.37	-0.23
Sharpe Ratio (All Time) Calculated using the full available price history	0.22	0.30	-0.08

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.

Drawdown Indicators

	DASTY	IPAR	Difference
Max Drawdown Largest peak-to-trough decline	-69.27%	-81.82%	+12.55%
Max Drawdown (1Y) Largest decline over 1 year	-49.91%	-43.01%	-6.90%
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 Drawdown Current decline from peak	-63.90%	-39.54%	-24.36%
Average Drawdown Average peak-to-trough decline	-21.33%	-28.43%	+7.10%
Ulcer Index Depth and duration of drawdowns from previous peaks	29.34%	29.37%	-0.03%

Volatility

DASTY vs. IPAR - Volatility Comparison

Dassault Systemes SA (DASTY) has a higher volatility of 11.82% compared to Inter Parfums, Inc. (IPAR) at 10.37%. 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.

Volatility by Period

	DASTY	IPAR	Difference
Volatility (1M) Calculated over the trailing 1-month period	11.82%	10.37%	+1.45%
Volatility (6M) Calculated over the trailing 6-month period	32.54%	19.91%	+12.63%
Volatility (1Y) Calculated over the trailing 1-year period	37.60%	28.89%	+8.71%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	31.72%	33.41%	-1.69%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	29.99%	36.86%	-6.87%

Dividends

DASTY vs. IPAR - Dividend Comparison

DASTY's dividend yield for the trailing twelve months is around 1.44%, less than IPAR's 3.62% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
DASTY Dassault Systemes SA	1.44%	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.	3.62%	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 - Profitability Comparison

The chart below illustrates the profitability comparison between Dassault Systemes SA and Inter Parfums, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

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

Can I hold both DASTY and IPAR in my portfolio?

DASTY and IPAR have a correlation of 0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, DASTY or IPAR?

DASTY has higher volatility (11.82%) compared to IPAR (10.37%). In terms of maximum drawdown, DASTY dropped -69.27% vs IPAR's -81.82%.

Which has better risk-adjusted returns?

DASTY currently has the higher Sharpe Ratio (-1.05 vs -1.16), 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.