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SoftwareOne Holding (SWON) Fair Value & Analysis

Technology · CH · Market cap CHF 1.8B

SH SoftwareOne Holding SWON · SW
PriceCHF 7.82
Fair ValueCHF 7.37
Upside-5.8%
Quality95/100
Evidence: High Range CHF 5.64 – CHF 9.10

Fair value as of: Jun 24, 2026

From 24 valuation models · updated 6 days ago

Share price −6.8% over the past month.

Price vs Fair Value (12 months)

CHF 8.89 CHF 5.72 Fair Value CHF 7.37 Jun 2025 Jun 2026

12‑month range CHF 5.72 – CHF 8.89 · fair‑value band CHF 5.64 – CHF 9.10 · the CHF 7.82 price screens above the CHF 7.37 fair value. As of Jun 24, 2026.

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Analysis

SoftwareOne Holding (SWON) currently trades at CHF 7.82, while our model-based Fair Value estimate is CHF 7.37 — implying the stock looks roughly 5.8% overvalued today. We read business quality at 95/100 (high quality), in the Technology sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium — the entry price still matters most (evidence: high).

Over the trailing twelve months, SoftwareOne Holding generated revenue of CHF 1.2B at a net margin of 0.1%. Revenue grew 55.7% year over year. It earns a return on equity of 0.2%. The balance sheet holds a net cash position of CHF 345M. Fundamentals as of Jun 24, 2026

Key figures & financial health

Revenue (TTM) CHF 1.2B
Revenue growth (YoY) +55.7%
Net margin 0.1%
Return on equity 0.2%
Free cash flow CHF 203M FY2025
Operating margin 7.5%
More key figures
Dividend yield 1.8%
EPS growth (YoY) -66.7%
Net cash CHF 345M FY2025

Figures from reported company fundamentals (EODHD) · as of Jun 24, 2026. TTM = trailing twelve months.

About the company

SoftwareOne Holding AG, together with its subsidiaries, provides software and cloud solutions in Germany, Austria, Switzerland, Middle East and Africa, Northern Europe, Central and Eastern Europe, the United States of America, Canada, Latin America, and Asia Pacific. The company develops and delivers the technology solutions that modernize applications and software in the cloud. It provides data and AI; application; SAP; and Cloud services; IT portfolio management services, such as application portfolio management, publisher advisory, IT asset management, SaaS management, and sourcing and demand management, as well as workplace licensing and support, workplace AI, workplace productivity, workplace security, and workplace adoption services. It serves large enterprises, corporates, small and medium-sized enterprises, and public sector organizations. It has strategic agreement with ServiceNow to transform IT modernization in the cloud. SoftwareOne Holding AG was founded in 2000 and is …

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

SoftwareOne Holding reported revenue of CHF 1.2B in FY2025 versus CHF 914M in FY2021, a compound +8.0%/yr. Reported net income was CHF 900K in FY2025, compounding −70.4%/yr from FY2021.

Revenue +8.0%/yr
FY21 CHF 914M
FY22 CHF 976M
FY23 CHF 1.0B
FY24 CHF 1.0B
FY25 CHF 1.2B
Net income −70.4%/yr
FY21 CHF 118M
FY22 −CHF 58.3M
FY23 CHF 21.4M
FY24 −CHF 1.5M
FY25 CHF 900K

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Similar stocks

6 more Software - Application stocks, each showing price versus our Fair Value estimate (as of Jun 24, 2026).

Stock Price Fair Value vs Fair Value
SAP SE SAPP34 R$949.05 R$674.65 -29%
Salesforce, Inc CRM $150.12 $299.82 +100%
Uber Technologies, Inc UBER $71.43 $103.49 +45%
Shopify Inc SHOP $108.20 $30.42 -72%
ServiceNow, Inc NOW $106.06 $35.40 -67%
Cadence Design Systems, Inc CDNS $411.68 $71.08 -83%

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Frequently asked questions

Is SoftwareOne Holding (SWON) undervalued?
As of Jun 24, 2026, our model estimates a fair value of CHF 7.37 versus a price of CHF 7.82 — about −6% (overvalued). Model-based estimate, not financial advice.
What is the fair value of SWON?
Our 21-model fair value for SoftwareOne Holding is CHF 7.37 (as of Jun 24, 2026), built from audited fundamentals. The current price is CHF 7.82.
What is the quality score of SWON?
SoftwareOne Holding has a Quality Score of 95/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of SoftwareOne Holding (SWON)?
SoftwareOne Holding reported trailing-twelve-month revenue of about CHF 1.2B (latest available figure, as of Jun 24, 2026).
What is the net profit margin of SWON?
The net profit margin of SoftwareOne Holding is about 0.1%, meaning it keeps roughly 0.1% of revenue as net income. Based on the latest reported figures.
Does SoftwareOne Holding pay a dividend?
SoftwareOne Holding currently shows a dividend yield of about 1.83% relative to its recent price (as of Jun 24, 2026).

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data — nothing guessed.

Educational research only · not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.