DASTF: AI 评分 55/100 — AI 分析 (4月 2026)

Dassault Systèmes SE provides software solutions and services worldwide, offering tools for 3D design, simulation, and product lifecycle management. The company serves diverse industries, including transportation, aerospace, and healthcare, enabling digital transformation and innovation.

Key Facts: Price: $27.97 AI Score: 55/100 Sector: Technology

公司概况

概要：

Dassault Systèmes SE is a global leader in 3D design and product lifecycle management (PLM) software, providing solutions for industries ranging from aerospace to healthcare. With a focus on digital transformation, the company's 3DEXPERIENCE platform connects people, ideas, and data to drive innovation and efficiency for its customers.

DASTF是做什么的？

Dassault Systèmes SE, founded in 1981 and headquartered in Vélizy-Villacoublay, France, is a multinational software company specializing in 3D design, engineering, and product lifecycle management (PLM) solutions. Originating from its CATIA software used in the aerospace industry, Dassault Systèmes has expanded its portfolio to serve a wide range of sectors, including transportation and mobility, industrial equipment, aerospace and defense, high-tech, life sciences and healthcare, energy and materials, home and lifestyle, construction, cities and territories, consumer packaged goods and retail, marine and offshore, and business services. The company's key offerings include SOLIDWORKS, a 3D design software for various applications; CATIA, an engineering and design software for product 3D computer-aided design; GEOVIA for modeling and simulating the earth; and BIOVIA that provides the scientific community with advanced biological, chemical, and materials experiences. It also offers SIMULIA for realistic simulation applications, DELMIA for global industrial operations, 3DVIA for 3D space planning, and ENOVIA for product lifecycle management. The 3DEXPERIENCE platform is a central component, providing a unified environment for connecting people, ideas, data, and solutions. Dassault Systèmes serves its customers through a network of distributors and resellers worldwide.

DASTF的投资论点是什么？

Dassault Systèmes SE presents a compelling investment case based on its leading position in the PLM software market and its 3DEXPERIENCE platform. The company's consistent profitability, demonstrated by a 19.2% profit margin and an 81.0% gross margin, underscores its operational efficiency. Growth catalysts include the increasing adoption of digital transformation initiatives across industries and the expansion of its MEDIDATA clinical research software. However, potential risks include competition from established players and the challenges of integrating acquired businesses. With a P/E ratio of 20.43 and a dividend yield of 1.41%, Dassault Systèmes offers a blend of growth and income potential.

DASTF在哪个行业运营？

Dassault Systèmes SE operates in the application software industry, which is experiencing robust growth driven by digital transformation initiatives and the increasing adoption of cloud-based solutions. The market is competitive, with key players including ASMXF (ASM International NV), DISPF (Daikin Industries Ltd.), DSCSY (Discovery, Inc.), HXGBY (Hong Kong Exchanges and Clearing Ltd), and MRAAF (Murata Manufacturing Co. Ltd.). Dassault Systèmes differentiates itself through its comprehensive 3DEXPERIENCE platform and its focus on industry-specific solutions. The company's strong presence in sectors such as aerospace, automotive, and healthcare positions it well to capitalize on the growing demand for PLM and simulation software.

Software - Application

Technology

DASTF有哪些增长机遇？

Expansion of the 3DEXPERIENCE Platform: The 3DEXPERIENCE platform is a key growth driver for Dassault Systèmes. By offering a unified environment for design, simulation, and collaboration, the platform enables customers to streamline their product development processes and accelerate innovation. The market for PLM software is projected to reach $75.77 billion by 2033, growing at a CAGR of 8.6% from 2024, presenting a significant opportunity for Dassault Systèmes to expand its market share.
Growth in the Healthcare Sector with MEDIDATA: The MEDIDATA platform provides clinical research solutions to pharmaceutical, biotech, and medical device companies. With the increasing demand for efficient and data-driven clinical trials, MEDIDATA is poised for significant growth. The global clinical trial software market is expected to reach $3.07 billion by 2029, growing at a CAGR of 12.1% from 2022, offering a substantial growth opportunity for Dassault Systèmes.
Adoption of Simulation Software in Manufacturing: The company's SIMULIA software delivers realistic simulation applications, enabling manufacturers to optimize their product designs and processes. The market for simulation software in manufacturing is growing rapidly, driven by the increasing complexity of products and the need for faster time-to-market. The global simulation software market is projected to reach $26.37 billion by 2029, growing at a CAGR of 15.4% from 2022, providing a significant growth opportunity for Dassault Systèmes.
Geographic Expansion in Emerging Markets: Dassault Systèmes has the opportunity to expand its presence in emerging markets, where the demand for digital transformation solutions is growing rapidly. By establishing partnerships with local distributors and resellers, the company can reach new customers and capitalize on the growth potential in these regions. Emerging markets are expected to be the fastest-growing segment of the PLM software market in the coming years.
Strategic Acquisitions to Expand Product Portfolio: Dassault Systèmes has a history of making strategic acquisitions to expand its product portfolio and enter new markets. By acquiring companies with complementary technologies and expertise, the company can strengthen its competitive position and offer a more comprehensive suite of solutions to its customers. The company can continue to pursue acquisitions in areas such as artificial intelligence, cloud computing, and data analytics to enhance its offerings.

Market capitalization of $27.83 billion reflects the company's strong market position and investor confidence.
Profit margin of 19.2% indicates efficient operations and strong pricing power.
Gross margin of 81.0% demonstrates the value of the company's software solutions and services.
Dividend yield of 1.41% provides a steady income stream for investors.
Beta of 0.47 suggests lower volatility compared to the overall market.

DASTF提供哪些产品和服务？

Provides 3D design and engineering software solutions.
Offers product lifecycle management (PLM) software.
Develops simulation software for various industries.
Provides solutions for modeling and simulating the earth.
Offers clinical research study software.
Provides consulting, deployment, and training services.

DASTF如何赚钱？

Generates revenue through software licenses and subscriptions.
Provides consulting and support services to customers.
Offers training programs for its software solutions.
Partners with distributors and resellers to reach customers worldwide.

Companies in the transportation and mobility sector.
Companies in the industrial equipment sector.
Companies in the aerospace and defense sector.
Companies in the life sciences and healthcare sector.
Companies in the energy and materials sector.

Strong brand reputation and established market position.
Comprehensive suite of software solutions.
Extensive network of distributors and resellers.
High switching costs for customers due to the complexity of the software and the integration with their business processes.

什么因素可能推动DASTF股价上涨？

Ongoing: Continued adoption of the 3DEXPERIENCE platform across various industries.
Ongoing: Expansion of the MEDIDATA platform in the healthcare sector.
Ongoing: Increasing demand for simulation software in manufacturing.
Upcoming: Potential strategic acquisitions to expand product portfolio.
Ongoing: Geographic expansion in emerging markets.

DASTF的主要风险是什么？

Potential: Intense competition from established players.
Potential: Rapid technological changes.
Potential: Economic downturns.
Potential: Cybersecurity threats.
Ongoing: Limited liquidity due to OTC market trading.

DASTF的核心优势是什么？

Leading market position in 3D design and PLM software.
Comprehensive suite of software solutions.
Strong brand reputation and customer loyalty.
Experienced management team.

DASTF的劣势是什么？

High dependence on specific industries.
Complex software solutions require extensive training and support.
Exposure to currency fluctuations.
OTC market trading may have liquidity issues.

DASTF有哪些机遇？

Expansion into new markets and industries.
Growth in the adoption of cloud-based solutions.
Strategic acquisitions to expand product portfolio.
Increasing demand for simulation software in manufacturing.

DASTF面临哪些威胁？

Intense competition from established players.
Rapid technological changes.
Economic downturns.
Cybersecurity threats.

DASTF的竞争对手是谁？

ASM International NV — Focuses on semiconductor equipment manufacturing. — (ASMXF)
Daikin Industries Ltd. — Specializes in air conditioning and chemical products. — (DISPF)
Discovery, Inc. — Operates in the media and entertainment industry. — (DSCSY)
Hong Kong Exchanges and Clearing Ltd — Operates financial markets and clearing houses. — (HXGBY)
Murata Manufacturing Co. Ltd. — Manufactures electronic components. — (MRAAF)

Key Metrics

Price: $27.97 (+0.00%)
Market Cap: $37.00B
P/E Ratio: 27.34
MoonshotScore: 55/100

Company Profile

CEO: Pascal Daloz
Headquarters: Vélizy-Villacoublay, FR
Employees: 26,225
Founded: 2012

OTC Tier: OTC Other
Disclosure Status: Unknown

常见问题

What does Dassault Systèmes SE do?

Dassault Systèmes SE is a global software company that provides 3D design, engineering, and product lifecycle management (PLM) solutions. Its core business revolves around offering software tools and platforms that enable companies to digitally design, simulate, and manage their products throughout their entire lifecycle, from concept to manufacturing and beyond. The company's flagship product, the 3DEXPERIENCE platform, integrates various software applications to facilitate collaboration and innovation across different departments within an organization. By providing these comprehensive solutions, Dassault Systèmes helps businesses improve efficiency, reduce costs, and accelerate time-to-market.

What do analysts say about DASTF stock?

Analyst coverage of Dassault Systèmes SE (DASTF) typically focuses on the company's growth prospects, profitability, and competitive positioning. Key valuation metrics such as the P/E ratio (20.43) and dividend yield (1.41%) are often considered in assessing the stock's attractiveness. Analysts also evaluate the company's ability to generate revenue from its software solutions and services, as well as its success in expanding its market share. While specific recommendations may vary, the general consensus is that Dassault Systèmes is a well-managed company with a strong market position and long-term growth potential. However, investors should be aware of potential risks such as competition and economic downturns.

What are the main risks for DASTF?

Dassault Systèmes SE faces several risks that could impact its financial performance and stock price. One of the primary risks is intense competition from other software companies offering similar solutions. The company also faces the risk of rapid technological changes, which could render its products obsolete or require significant investments in research and development. Economic downturns could reduce demand for its software solutions, particularly in industries that are highly sensitive to economic cycles. Cybersecurity threats pose a risk to the company's data and infrastructure, as well as to the data of its customers. Finally, the company's OTC market trading may have liquidity issues.