Dassault Systemes SE
- Industrie
- Software & Internet
- Bourse
- Paris
- Pays / Région
- France
- Effectif
- 25 512
- Site web
- www.3ds.com
Fourchette de valorisation composite · prudent €15–€18 / raisonnable €22–€27 / optimiste €30–€36. À €20.16, Entre la fourchette prudente et la fourchette raisonnable.
Données EODHD, présentées dans la devise de reporting ; à titre indicatif uniquement, ne constitue pas un conseil en investissement.
Dassault Systèmes SE provides software solutions and services worldwide. The company offers 3D modeling applications, such as SOLIDWORKS, CATIA, GEOVIA, and BIOVIA; social and collaborative applications, including 3DEXCITE, CENTRIC PLM, and ENOVIA; and simulation applications comprising SIMULIA, DELMIA, 3DVIA. It also provides information intelligence applications consisting of NETVIBES and MEDIDATA; and OUTSCALE, an infrastructure for business experiences, as well as 3DEXPERIENCE platform, a business and innovation platform that provides organizations with a holistic and real-time vision of their business activity and ecosystem. The company distributes its products through direct and indirect sales channels, as well as commercial partners. It primarily serves companies in the aerospace and defense; architecture, engineering and construction; business services; cities and public services; consumer packaged goods " retail; high-tech; home and lifestyle; industrial equipment; infrastructure, energy, and materials; life sciences and healthcare; marine and offshore; and transportation & mobility industries. The company was incorporated in 1981 and is headquartered in Vélizy-Villacoublay, France.
Historique
Dassault Systèmes originated within French military-aircraft maker Dassault Aviation (Avions Marcel Dassault), where from 1977 a team led by engineer Francis Bernard developed 3D software to design fighter-jet surfaces, productized as CATIA. It was spun off as a separate company in 1981 and signed a distribution agreement with IBM the same year, with IBM reselling CATIA to establish its early global channel. The company completed a dual IPO in Paris and on Nasdaq on 1996-06-28, offering about 7.81 million shares priced at $23 per ADS; the offering was oversubscribed more than 35 times and consisted entirely of shares sold by existing holders. It trades as a CAC 40 constituent under the Paris code DSY and the U.S. OTC code DASTY (1 ADR = 1 ordinary share). The portfolio was built through a sustained acquisition arc: in 1997 it bought SolidWorks for about $310 million in stock to extend from high-end aerospace CAD into the mid-range desktop market, acquired Deneb (becoming DELMIA) and purchased ENOVIA from IBM, and in 1999 launched the fully Windows-based CATIA V5; in 2005 it acquired Abaqus (becoming SIMULIA), and in 2008 completed the acquisition of IBM's PLM business to bring direct sales and channel in-house. In 2012 it launched the 3DEXPERIENCE platform unifying its brand applications around the 'virtual twin', and in 2014 acquired Accelrys (becoming BIOVIA). In 2019 it acquired Medidata for about $5.8 billion ($92.25 per share, all cash) — its largest acquisition to date — adding life sciences as a third growth pillar and shifting the model toward subscription. A 5:1 stock split took effect on 2021-07-07, and on 2024-01-01 Pascal Daloz succeeded Bernard Charlès as CEO. FY2025 revenue reached €6.24 billion.
Position dans le secteur
Dassault Systèmes is a global industrial-software leader, anchoring a portfolio of brands — CATIA (high-end 3D design), SOLIDWORKS (mid-range CAD), SIMULIA (simulation), DELMIA (manufacturing and robotics), ENOVIA (PLM data collaboration), plus Medidata and BIOVIA in life sciences — on the 3DEXPERIENCE platform. FY2025 revenue was €6.24 billion, with recurring revenue at 82% of software revenue and a non-IFRS operating margin of 32.0%. CATIA has been embedded for decades in the design workflows of aerospace and automotive OEMs, with cited users including Boeing (777), Dassault Falcon, the Rafale fighter, Honda, Mercedes-Benz, BMW (from 1982), Hyundai, Toyota and Volvo, making it costly to migrate a product line's design data out of CATIA/ENOVIA. The company serves more than 370,000 customers globally, and its life-sciences franchise is used across leading pharmaceutical companies. It competes across overlapping markets: in PLM/CAD against Siemens, PTC and Autodesk; in simulation (CAE) alongside the Ansys and Altair franchises; and in life-sciences software against Veeva, Oracle and IQVIA. In a large-discrete-manufacturer PLM assessment it ranked third, behind Siemens (first) and PTC (second), while retaining traditional strength in high-end CATIA and 3DEXPERIENCE among aerospace and automotive OEMs. The competitive landscape has been reshaped by consolidation: Siemens agreed to acquire Altair (simulation, HPC and AI) for about $10 billion in 2025-03, Synopsys completed its acquisition of Ansys on 2025-07-17, and Veeva — a direct Medidata rival with roughly 80% share in life-sciences CRM — is expanding via its Vault platform into Medidata's EDC core.
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