TRMB - Dassault Systèmes: Tailwind From AR/VR - Using $11.49 Trillion Construction Industry
- The stock of Dassault Systèmes is +89.07 since my May 2019 buy recommendation.
- DASTY is a buy. The still-growing $11.49 trillion global construction industry is a growth driver for CAD software companies.
- DASTY has a lower net income margin than ADSK because it offers a professional 2D/3D CAD software package for just $499 per year.
- Dassault Systèmes is also a cash-rich SaaS company. It can afford to buy a BIM software developer like Graphisoft.
- DraftSight, Catia, and SOLIDWORKS also have obvious applications in AR/VR and 3D video games development.
For further details see:
Dassault Systèmes: Tailwind From AR/VR - Using $11.49 Trillion Construction Industry