Yesterday it was announced which companies will be added to the S&P 500. Carvana was also added to the index. The company's shares are extremely volatile and have risen by more than 8,000% since 2023, which is crazy. The company currently meets all the requirements for inclusion, but that can change quickly.
What do you think about Carvana getting into the S&P 500? Do you have... Read more
It seems like an interesting buy $DSY.PA, I don't yet have the software segment well represented in my portfolio.... could you please send me a counterargument on this stock? Thank you.....
Here’s an overview of how Dassault Systèmes is doing — current P/E, forward P/E, and what forecasts say for the future.
📊 Current P/E and forward P/E
According to one source, P/E (ttm) is ~26.8 and forward P/E ~17.4.
Another metric shows a P/E of 18.6 and a forward P/E of about 20.9 for the stock (on a different basis).
🔮 Estimates / forecast for earnings and growth
Analysts expect EPS (earnings per share) to grow by ~10.6% annually and revenues by ~5.6% p.a.
The company itself has set an ambitious target: between 2025–2029 it aims for EPS to grow by ~15% annually (CAGR).
Return on equity (ROE) should be around 18.4% over a three-year horizon.
⚠️ Implications — risks and limitations
The forward P/E looks reasonable, but the expected growth isn’t extremely high — EPS growth is moderate (around 10–15% per year), while revenue growth is rather modest.
This stock is therefore essentially a bet that the company will hit its ambitious profit-growth target; if it misses, the price could drop.
The value the company offers isn’t “cheap” — expectations are substantial and much is already priced in by the market.
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Yesterday it was announced which companies will be added to the S&P 500. Carvana was also added to the index. The company's shares are extremely volatile and have risen by more than 8,000% since 2023, which is crazy. The company currently meets all the requirements for inclusion, but that can change quickly.
What do you think about Carvana getting into the S&P 500? Do you have...
Read more
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Of course I'm sorry I didn't invest in it 😂. Being added to the index will definitely help them, and the shares will keep rising for a while.
It seems like an interesting buy $DSY.PA, I don't yet have the software segment well represented in my portfolio.... could you please send me a counterargument on this stock? Thank you.....
Zobrazit další komentáře
Could you go deeper into that with the chat?
Here’s an overview of how Dassault Systèmes is doing — current P/E, forward P/E, and what forecasts say for the future.
📊 Current P/E and forward P/E
According to one source, P/E (ttm) is ~26.8 and forward P/E ~17.4.
Another metric shows a P/E of 18.6 and a forward P/E of about 20.9 for the stock (on a different basis).
🔮 Estimates / forecast for earnings and growth
Analysts expect EPS (earnings per share) to grow by ~10.6% annually and revenues by ~5.6% p.a.
The company itself has set an ambitious target: between 2025–2029 it aims for EPS to grow by ~15% annually (CAGR).
Return on equity (ROE) should be around 18.4% over a three-year horizon.
⚠️ Implications — risks and limitations
The forward P/E looks reasonable, but the expected growth isn’t extremely high — EPS growth is moderate (around 10–15% per year), while revenue growth is rather modest.
This stock is therefore essentially a bet that the company will hit its ambitious profit-growth target; if it misses, the price could drop.
The value the company offers isn’t “cheap” — expectations are substantial and much is already priced in by the market.
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
Surprisingly Strong Momentum: Why Analysts See +25% Upside
Bulios Black
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The markets haven't seen this since 2022! Is this the start of a new trend?