SoftwareONE Holding AG (SWON.SW)
ValueMarkers Composite Index
47% below intrinsic value ($14)
SoftwareONE Holding AG (SWON.SW) — VMCI valuation read
Headline read on SWON.SW: VMCI of 57/100 versus a Technology sector median of 50. The 7-point above-median position is what makes SoftwareONE Holding AG a relative-value candidate in the mid-cap cohort, before any pillar-level review.
Form 4 filings on SWON.SW: zero in the trailing 30 days. The absence of insider transactions is itself a data point, just a low-information one. The thesis runs on financials and price action until that changes.
**Investor frame.** Three reads on SWON.SW: value (SWON.SW trades at 17.0x earnings, 6% below the Technology median of 18.0x), quality (ROIC of 11.0% sits 1.0pp above the Technology median (10.0%)), and risk (net debt to EBITDA of 2.6x is the rate-sensitivity line to watch). The value read also implies an EV/EBITDA gap of +4.0x against the Technology 12.0x baseline.
SWON.SW rose 0.2% over the trailing 7 days, with a -12.4% read on a 30-day basis.
SoftwareONE Holding AG offers software and cloud technology solutions in Switzerland and internationally. The company provides Pyracloud, a proprietary digital hub that allows to transact, manage, and optimize their entire spend using a data-driven, actionable platform. It also offers managed backup; managed security services, which protects business from security threats; and software lifecycle management, a combination of digitized procurement and software asset management which offers professional services, diagnostic platform, cloud cost optimization, and SaaS management. In addition, the company offers simple services, including BackupSimple, secure backup as a service from on-premises to the cloud; Simple for Amazon Web Services(AWS), service offering to help you maximize the value of AWS; AzureSimple, simplify and accelerate Azure cloud deployment; and SAMSimple, optimize management for high-risk software publishers, as well as 365Simple solution. Further, it also provides user productivity solutions, which include digital workspace, security and threat protection, data and analytics, and unified communications and collaboration, as well as adoption and change management, cloud financial management, software digital supply chain, publisher advisory, SAP, unified communications, and unified support services. The company serves education; architecture, engineering, and construction; finance; healthcare; nonprofit; and state and local government industries. SoftwareONE Holding AG was founded in 2000 and is headquartered in Stans, Switzerland.
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