DASTF - Dassault Systemes: Stability And Industry Experience Come With A Price I Would Be Willing To Pay

2024-01-24 01:55:53 ET

Summary

• Dassault Systemes is currently on a strong upward trend, up over +30% since my autumn 2023 buy consideration.
• News of Synopsys acquiring ANSYS at a high valuation has once again drawn attention to DASTY as an industry peer.
• The Company has proven itself as a quality player in 3D and simulation systems, replicating reality in various industries, including healthcare.
• The high valuation is justified by Dassault's low-risk profile and strong growth forecasts, suggesting potential for further stock price increases.
• Beyond that, I view DASTY as a solid long-term investment, also in the light of its healthy financials.

I felt a bit hesitant about publishing this article, despite being convinced weeks ago that Dassault Systèmes [DSY] ( DASTY , DASTF ) was a buy and still maintaining that belief today. The hesitation persisted because, during additional research on the company, its stock continued to climb significantly, potentially diminishing future returns as I wrote this analysis until its publication. On the other hand, the skyrocketing DSY stock only validates my thesis of its potential. This is why I am still publishing my analysis of this high-quality company, which, based on my assumptions, could still be a buy....

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