Operating Margin

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Price: 8.025 CHF -0.56% Market Closed

Market Cap: 1.8B CHF

4.3%

Declining

by 3.9%

Operating Margin shows how much profit a company makes from its regular business activities after covering operating costs. It helps measure how efficiently the company turns sales into profit.

Operating Margin

4.3%

Operating Income

CHf42.2m

Revenue

CHf972.8m

Operating Margin shows how much profit a company makes from its regular business activities after covering operating costs. It helps measure how efficiently the company turns sales into profit.

Operating Margin

4.3%

Operating Income

CHf42.2m

Revenue

CHf972.8m

Peer Comparison

Country		Company	Market Cap	Operating Margin
CH		Softwareone Holding AG SIX:SWON	1.7B CHF	Loading...
ZA	D	Datatec Ltd JSE:DTC	17.6B Zac	Loading...
US		CDW Corp NASDAQ:CDW	16.6B USD	Loading...
US		TD Synnex Corp NYSE:SNX	12.1B USD	Loading...
CN		Unisplendour Corp Ltd SZSE:000938	76B CNY	Loading...
TW		WT Microelectronics Co Ltd TWSE:3036	196.9B TWD	Loading...
US		Arrow Electronics Inc NYSE:ARW	6.1B USD	Loading...
JP		Canon Marketing Japan Inc TSE:8060	740.3B JPY	Loading...
US		Avnet Inc NASDAQ:AVT	4.1B USD	Loading...
CN	S	Shenzhen Huaqiang Industry Co Ltd SZSE:000062	27.3B CNY	Loading...
TW		Synnex Technology International Corp TWSE:2347	107.9B TWD	Loading...

Market Distribution

Min	-62 472.2%
30th Percentile	3.5%
Median	10.3%
70th Percentile	16.5%
Max	91.2%

Other Profitability Ratios

Softwareone Holding AG
Glance View

Market Cap

1.8B CHF

Industry

Electrical Equipment

SoftwareOne Holding AG is a company that has uniquely positioned itself at the intersection of digital transformation and IT services, capitalizing on the growing demand for streamlined cloud solutions and software lifecycle management. Founded in Switzerland, this company has grown into a global player by offering its clients reliable guidance through the often complex landscape of software portfolios. The crux of SoftwareOne's business model lies in its deep ties with renowned software vendors, allowing them to deftly manage software licenses and cloud subscriptions for their clients. By helping businesses optimize their software investments and navigate compliance complexities, SoftwareOne efficiently cuts costs and bolsters IT efficiency for its users, creating a symbiotic relationship that drives client loyalty and engagement. Revenue generation for SoftwareOne comes from a diverse mixture of services. At its core, the company earns through consultancy fees, where it advises organizations on how to best leverage cloud technologies and software solutions to meet their strategic objectives. Its Software & Cloud offering enables clients to purchase a wide array of software products—often bundled with value-added services like deployment and integration—that are sourced from their strategic partnerships with major software vendors such as Microsoft, AWS, and Adobe. Additionally, SoftwareOne delves into technology-driven insights through its PyraCloud platform, which provides clients with data analytics and forecasting tools to better manage their IT expenditure and software assets. This blend of consultancy services, reseller activities, and proprietary technological solutions solidifies SoftwareOne as an indispensable ally for enterprises aiming to maintain a competitive edge in the digital age.

View SWON Analysis

SWON Intrinsic Value

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What is Intrinsic Value?

Economic Moat is a concept popularized by Warren Buffett to describe a company's durable competitive advantage. It represents the 'moat' that protects a company from competitors and helps it sustain profitability over the long term. Our analysis of the past 10 years showed that companies with a wide economic moat significantly outperformed the market, delivering +645% returns compared to +189% for the S&P 500.

Our research into Economic Moat performance spans the past 10 years and focuses on companies with a wide economic moat. For this analysis, we calculated the average stock price returns of these companies, comparing them to the performance of the S&P 500 index over the same period.

The results were compelling: wide moat stocks achieved a remarkable +645% average return, compared to +188% for the broader market. This difference highlights the long-term benefits of investing in businesses that can maintain their market position and pricing power over time.

Note: This research does not account for survivorship bias. Past performance is not indicative of future results.

Determining whether a company has an economic moat requires both a deep dive into financial metrics and a qualitative assessment of its competitive position. Our analysts conduct a rigorous evaluation that focuses on identifying structural advantages that enable a company to sustain profitability and defend its market share over the long term.

The process begins with an analysis of a company’s historical financial performance. We assess how consistently the company has generated returns above its cost of capital and whether those returns have been stable or improving. However, financial performance alone doesn’t reveal the full picture. To understand the sources of these advantages, we evaluate five key drivers of economic moats:

Network Effect: We analyze whether the value of a company’s product or service grows as its user base expands. Platforms like payment systems or marketplaces benefit from this self-reinforcing.

Switching Costs: We assess whether customers face significant costs or disruptions when switching to a competitor’s product or service. High switching costs create customer stickiness and provide pricing power.

Intangible Assets: Strong brands, patents, and regulatory licenses can protect a company’s market position by creating barriers for competitors or enabling premium pricing. For example, a well-recognized consumer brand may command higher customer loyalty and margins.

Efficient scale: Occurs when a market is optimally served by one or a few players, making it unprofitable for new entrants to compete. This typically happens in industries with high fixed costs or geographic constraints, such as utilities or pipelines.

Cost Advantage: Companies with structural cost advantages can produce goods or services at a lower cost than their competitors, enabling them to offer competitive pricing or maintain higher margins. These advantages often arise from economies of scale, superior supply chain management, or proprietary technology. Firms like Walmart leverage their massive scale to negotiate better terms with suppliers, allowing them to undercut competitors on price.

By examining these factors in combination with a company’s financial performance and market positioning, we classify each company into one of three categories:

This rigorous evaluation ensures that our moat ratings are both comprehensive and reliable, giving investors the tools they need to make well-informed, long-term decisions.

The AI Assistant may sometimes provide inaccurate information.

Make your own investment decisions or consult a licensed financial advisor.

Softwareone Holding AG
SIX:SWON

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Market Distribution

Other Profitability Ratios

Softwareone Holding AG
Glance View

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Softwareone Holding AG SIX:SWON