SoftwareOne sells Microsoft, Adobe, Atlassian and other vendor licences alongside its own Marketplace platform, which lets enterprises buy and manage that software across suppliers. Its edge is scale in software reselling and a recurring-revenue base that comes with managing those licences, not a proprietary product. The reported revenue growth of 68.2% is the headline, but the 52.7 trailing P/E against a forward P/E of 11.2 means earnings are expected to recover sharply, and the 16.6% operating margin and 6.1% ROE show the business has yet to convert that scale into much profit for shareholders. The forward multiple makes the name worth a closer look if the margin recovery is real, though the gap between trailing and forward earnings is wide enough that the numbers need checking before anyone relies on them.
Plain-English pros, cons, and what to watch. Pro feature.
See what each model says, the assumptions behind it, the bad, normal and good cases, and why the fair value changed.
The full quality picture: a reason under every score, how the scores moved, and the conviction breakdown.
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| Date | Type | New | Previous | Price |
|---|---|---|---|---|
| 23 Oct 2026, 01:53 CEST | ACCE price target | CHF 10.20 | first publication | CHF 9.49 |
| 22 Oct 2026, 13:04 CEST | Fair value | CHF 8.60 | first publication | CHF 9.48 |
| 22 Oct 2026, 13:04 CEST | Rating | Fairly valued | first publication | CHF 9.48 |
Answered from SoftwareOne Holding AG fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| SWON.SW SoftwareOne Holding AG | CHF 9.44 | CHF 9 | 10% above | 52.4x | 6.1% | 64 | 81 |
| 3697.T SHIFT Inc. | ¥1156.00 | - | - | 40.0x | 17.8% | 56 | 73 |
| WTC.AX WiseTech Global Limited | A$40.12 | - | - | 52.1x | 9.8% | 73 | 59 |
| FIG Figma Inc. Class A Common Stock | $24.64 | $22 | 12% above | - | -108.6% | 47 | 48 |
| HUBS HubSpot Inc. Common Stock | $270.88 | $207 | 31% above | 96.7x | 7.9% | 64 | 67 |
| MANH Manhattan Associates Inc. Common Stock | $238.19 | $100 | 138% above | 67.8x | 96.4% | 89 | 60 |
| GWRE Guidewire Software Inc. Common Stock | $189.00 | $82 | 131% above | 116.0x | 10.5% | 71 | 53 |
Where SWON.SW ranks against its sector peers on each metric.