Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
SWON.OL
HOLDREMOVESOFTWAREONE HOLDING · Technology · Switzerland · $2.1B · Avg Vol: $911K/d
Software licensing and consulting firm facing intense margin pressure and corporate governance distractions. With a low quality score (Q: 35) and strong sell signal, it lacks the proprietary IP or scale economics of a true compounder.
COMPANY DESCRIPTION
SoftwareOne Holding AG is a leading global provider of end-to-end software and cloud technology solutions, helping organizations manage and optimize their software spend. The company benefits from deep strategic partnerships with major hyperscalers and software publishers, notably Microsoft, where it is one of the largest licensing partners globally. Its proprietary PyraCloud platform provides a strong competitive moat by offering clients automated software asset management and cloud cost optimization.
FINANCIAL SUMMARY (USD)
| Year | 2021 | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|---|
| Revenue | — | 1.2B | 1.3B | 1.3B | 1.5B | 8.4% |
| EPS | 0.94 | -0.47 | 0.17 | -0.01 | — | -57.1% |
| Shares | — | 158.6M | 158.6M | 158.6M | 221.1M | +39.4% |
| Debt | — | 47.3M | 40.9M | 49.9M | 92.1M | 24.9% |
| Equity | — | 913.5M | 791.2M | 720.2M | 1.2B | 9.6% |
| Op CF | — | 112.6M | 95.5M | 42.9M | 332.0M | 43.4% |
| Inv CF | — | -14.6M | -110.9M | -89.9M | -475.9M | — |
| Fin CF | — | -120.4M | -43.9M | 48.5M | 338.0M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of SWON.OL are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| SWON.OL | SOFTWAREONE HOLDING(you) | $2.1B | 56 | HOLD |
| SWON.SW | SoftwareOne Holding AG | $2.1B | 52 | HOLD |
| SRAD | Sportradar Group AG | $4.4B | 44 | HOLD |
| TEMN.SW | Temenos AG | $5.5B | 73 | BUY |
| KUD.SW | Kudelski SA | $148M | 33 | SELL |
| ALSN.SW | ALSO Holding AG | $2.9B | 53 | HOLD |
| COTN.SW | Comet Holding AG | $4.2B | 46 | HOLD |
| 0SE5.L | Sensirion Holding AG | $1.4B | 72 | BUY |
| CICN.SW | Cicor Technologies Ltd. | $658M | 49 | HOLD |
| LEHN.SW | LEM Holding SA | $678M | 67 | BUY |
Peer medians: ROE 9.3% · P/E 26.3x · Gross margin 43.3%