SWON Stock Analysis: SoftwareONE Holding | SW

Software - Application | SW, Switzerland | Market Cap: 1.759m CHF | 12M Return: 30.1% | Charts, Fundamentals & Technical Analysis

Cloud Services, Data AI, SAP Services, IT Management
Total Rating 44
Safety 34
Buy Signal 0.95
Software - Application
Industry Rotation: +25.9
Market Cap: 2.16B
Avg Turnover: 3.04M
Risk 3d forecast
Volatility43.1%
VaR 5th Pctl6.26%
VaR vs Median-8.88%
Reward TTM
Sharpe Ratio0.72
Rel. Str. IBD75.3
Rel. Str. Peer Group81.3
Character TTM
Beta0.506
Beta Downside0.844
Hurst Exponent0.421
Drawdowns 3y
Max DD74.31%
CAGR/Max DD-0.27
CAGR/Mean DD-0.52

Warnings

Beneish M-Score Likely Earnings Manipulation
Altman Z'' In Financial Distress Zone
Choppy

Tailwinds

Tailwind
Pullback 52w

Seasonality 6.7 years of data

Jan -1.2% 18
Feb -1.6% 0
Mar -7.8% 50
Apr -0.9% 0
May +6.3% 37
Jun -0.4% 2
Jul +4.0% 28
Aug +4.8% 11
Sep -3.7% 26
Oct -3.3% 16
Nov +2.2% 17
Dec -2.6% 19

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: SWON SoftwareONE Holding

SoftwareONE Holding AG (SWON) is a Swiss-headquartered provider of software and cloud solutions operating across Europe, the Americas, the Middle East, Africa, and Asia Pacific. Founded in 2000 and based in Stans, Switzerland, the company offers a broad portfolio spanning data and AI, application modernization, SAP services, cloud services, IT portfolio management, and workplace solutions covering licensing, productivity, security, and adoption. Its customer base spans large enterprises, corporates, small and medium-sized businesses, and public sector organizations.

The company maintains a strategic agreement with ServiceNow focused on cloud-based IT modernization. SoftwareONE operates in the Application Software segment, functioning as a software and cloud services provider that helps clients procure, manage, and optimize enterprise software and cloud environments, alongside delivery of managed and professional services.

Headlines to Watch Out For
  • Cloud and SAP services revenue growth accelerates
  • ServiceNow partnership expands enterprise cloud transformation pipeline
  • Enterprise IT budget cuts pressure software licensing margins
Piotroski VR-10 (Strict) 4.5
Net Income: 900k TTM > 0 and > 6% of Revenue
FCF/TA: 0.03 > 0.02 and ΔFCF/TA 2.40 > 1.0
NWC/Revenue: -35.11% < 20% (prev -16.25%; Δ -18.87% < -1%)
CFO/TA 0.04 > 3% & CFO 268.6m > Net Income 900k
Net Debt (260.5m) to EBITDA (181.5m): 1.44 < 3
Current Ratio: 0.91 > 1.5 & < 3
Outstanding Shares: last quarter (152.4m) vs 12m ago -1.95% < -2%
Gross Margin: 44.10% > 18% (prev 96.04%; Δ -51.93% > 0.5%)
Asset Turnover: 22.41% > 50% (prev 23.58%; Δ -1.17% > 0%)
Interest Coverage Ratio: 2.04 > 6 (EBIT TTM 57.8m / Interest Expense TTM 28.3m)
Altman Z'' 0.16
A: -0.06 (Total Current Assets 4.21b - Total Current Liabilities 4.65b) / Total Assets 6.79b
B: 0.10 (Retained Earnings 693.9m / Total Assets 6.79b)
C: 0.01 (EBIT TTM 57.8m / Avg Total Assets 5.55b)
D: 0.17 (Book Value of Equity 972.0m / Total Liabilities 5.81b)
Altman-Z'' = 0.16 = B
Beneish M -1.39
DSRI: 1.11 (Receivables 3.70b/2.71b, Revenue 1.24b/1.02b)
GMI: 2.18 (GM 96.04% / 44.10%)
AQI: 1.54 (AQ_t 0.36 / AQ_t-1 0.24)
SGI: 1.22 (Revenue 1.24b / 1.02b)
TATA: -0.04 (NI 900k - CFO 268.6m) / TA 6.79b)
Beneish M = -1.39 (Cap -4..+1) = D
What is the price of SWON shares?

As of July 28, 2026, the stock is trading at CHF 8.68 with a total of 287,264 shares traded. Over the past week, the price has changed by +3.39%, over one month by +10.22%, over three months by +30.35% and over the past year by +30.07%.

Current recommended Stop Loss: 8.30 (which is 4.4% or 1.2 ATR below the current price).

Is SWON a buy, sell or hold?

SoftwareONE Holding has no consensus analysts rating.

SoftwareONE Holding (SWON) - Fundamental Data Overview as of 26 July 2026
Market Cap USD = 2.16b (1.76b CHF * 1.2277 CHF.USD)
P/E Forward = 11.534
P/S = 1.4518
P/B = 1.8097
Revenue TTM = 1.24b CHF
EBIT TTM = 57.8m CHF
EBITDA TTM = 181.5m CHF
Long Term Debt = 582.8m CHF (from longTermDebt, last quarter)
Short Term Debt = 22.3m CHF (from shortTermDebt, last quarter)
Debt = 679.6m CHF (corrected: LT Debt 582.8m + ST Debt 22.3m) + Leases 74.5m
Net Debt = 260.5m CHF (calculated: Debt 679.6m - CCE 419.1m)
Enterprise Value = 2.02b CHF (1.76b + Debt 679.6m - CCE 419.1m)
Interest Coverage Ratio = 2.04 (Ebit TTM 57.8m / Interest Expense TTM 28.3m)
EV/FCF = 9.94x (Enterprise Value 2.02b / FCF TTM 203.1m)
FCF Yield = 10.06% (FCF TTM 203.1m / Enterprise Value 2.02b)
FCF Margin = 16.33% (FCF TTM 203.1m / Revenue TTM 1.24b)
Net Margin = 0.07% (Net Income TTM 900k / Revenue TTM 1.24b)
Gross Margin = 44.10% ((Revenue TTM 1.24b - Cost of Revenue TTM 695.0m) / Revenue TTM)
Gross Margin QoQ = 10.84% (prev none%)
Tobins Q-Ratio = 0.30 (Enterprise Value 2.02b / Total Assets 6.79b)
Interest Expense / Debt = 4.16% (Interest Expense 28.3m / Debt 679.6m)
Taxrate = 25.0% (non-US conservative default 25%)
NOPAT = 43.4m (EBIT 57.8m * (1 - 25.00%))
Current Ratio = 0.91 (Total Current Assets 4.21b / Total Current Liabilities 4.65b)
Debt / Equity = 0.70 (Debt 679.6m / totalStockholderEquity, last quarter 972.0m)
Debt / EBITDA = 1.44 (Net Debt 260.5m / EBITDA 181.5m)
Debt / FCF = 1.28 (Net Debt 260.5m / FCF TTM 203.1m)
Total Stockholder Equity = 677.6m (last 4 quarters mean from totalStockholderEquity)
RoA = 0.02% (Net Income 900k / Total Assets 6.79b)
RoE = 0.13% (Net Income TTM 900k / Total Stockholder Equity 677.6m)
RoCE = 4.59% (EBIT 57.8m / Capital Employed (Equity 677.6m + L.T.Debt 582.8m))
RoIC = 2.06% (NOPAT 43.4m / Invested Capital 2.10b)
WACC = 6.47% (E(1.76b)/V(2.44b) * Re(7.76%) + D(679.6m)/V(2.44b) * Rd(4.16%) * (1-Tc(0.25)))
Discount Rate = 7.76% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: -66.19 | Cagr: -0.69%
[DCF] Terminal Value 77.97% ; FCFF base≈132.0m ; Y1≈151.3m ; Y5≈222.7m
[DCF] Fair Price = 14.39 (EV 3.35b - Net Debt 260.5m = Equity 3.09b / Shares 214.8m; r=8.35% [WACC [floored]]; 5y FCF grow 15.0% → 2.50% )
EPS Correlation: N/A | EPS CAGR: N/A | SUE: 0.0 | # QB: 0
Revenue Correlation: 59.01 | Revenue CAGR: 5.79% | SUE: -0.01 | # QB: 0
EPS current Quarter (2026-06-30): EPS=0.00 | Chg30d=N/A | Revisions=N/A | Analysts=0
EPS next Quarter (2026-09-30): EPS=0.00 | Chg30d=N/A | Revisions=N/A | Analysts=0
EPS current Year (2026-12-31): EPS=0.64 | Chg30d=+0.17% | Revisions=+29% | GrowthEPS=+34.3% | GrowthRev=+29.5%
EPS next Year (2027-12-31): EPS=0.79 | Chg30d=+0.05% | Revisions=+22% | GrowthEPS=+22.5% | GrowthRev=+6.6%
[Analyst] Revisions Ratio: +31% (up=7, down=3)