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74SoftwareENXTPA:74SW Aktienübersicht

Marktkapitalisierung €1.1b
Aktienkurs
€38.10
€45.43
16.1% unterbewertet intrinsischer Abschlag
1Y-0.8%
7D-0.8%
1D
Wert des Portfolios
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74Software

ENXTPA:74SW Lagerbericht

Marktkapitalisierung: €1.1b

74SW Community Fair Values

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74Software Wettbewerber

Preisentwicklung & Leistung

Zusammenfassung der Höchst- und Tiefststände sowie der Veränderungen der Aktienkurse für 74Software
Historische Aktienkurse
Aktueller Aktienkurs€38.10
52-Wochen-Hoch€44.80
52-Wochen-Tief€26.50
Beta0.66
1 Monat Veränderung6.72%
3 Monate Veränderung17.59%
1 Jahr Veränderung-0.78%
3 Jahre Veränderung82.30%
5 Jahre Veränderung23.70%
Veränderung seit IPO61.51%

Aktuelle Nachrichten und Updates

Narrativ-Update May 19

74SW: Buyback And Margin Ambitions Will Support Future Upside

Analysts have nudged their fair value estimate for 74Software slightly higher from about €45.33 to €45.43. This reflects updated assumptions for the discount rate, revenue growth, profit margins and future P/E expectations.
Narrativ-Update Apr 27

74SW: Higher Margin Ambitions And Cash Conversion Will Support Future Upside

Analysts have lowered their 74Software price target by about €2, citing updated assumptions that include a reduced future P/E multiple and slightly softer revenue growth expectations, partly offset by a higher projected profit margin. What's in the News 74Software issued earnings guidance for 2028, with a revenue target close to €800 million by year end.
Narrativ-Update Apr 13

74SW: 2028 Cash Conversion Improvements Will Support Measured Upside Potential

Analysts have reduced their price target on 74Software from €41.00 to €35.00, citing updated assumptions that include a lower future P/E multiple, along with only modest changes to revenue growth, profit margin, fair value and discount rate inputs. What's in the News 74Software issued earnings guidance for 2028, targeting revenue close to €800 million by year end, with an operating margin of about 20% (Key Developments).
Analyseartikel Apr 01

We Think 74Software's (EPA:74SW) Solid Earnings Are Understated

The stock was sluggish on the back of 74Software's ( EPA:74SW ) recent earnings report. Along with the solid headline...

Recent updates

Narrativ-Update May 19

74SW: Buyback And Margin Ambitions Will Support Future Upside

Analysts have nudged their fair value estimate for 74Software slightly higher from about €45.33 to €45.43. This reflects updated assumptions for the discount rate, revenue growth, profit margins and future P/E expectations.
Narrativ-Update Apr 27

74SW: Higher Margin Ambitions And Cash Conversion Will Support Future Upside

Analysts have lowered their 74Software price target by about €2, citing updated assumptions that include a reduced future P/E multiple and slightly softer revenue growth expectations, partly offset by a higher projected profit margin. What's in the News 74Software issued earnings guidance for 2028, with a revenue target close to €800 million by year end.
Narrativ-Update Apr 13

74SW: 2028 Cash Conversion Improvements Will Support Measured Upside Potential

Analysts have reduced their price target on 74Software from €41.00 to €35.00, citing updated assumptions that include a lower future P/E multiple, along with only modest changes to revenue growth, profit margin, fair value and discount rate inputs. What's in the News 74Software issued earnings guidance for 2028, targeting revenue close to €800 million by year end, with an operating margin of about 20% (Key Developments).
Analyseartikel Apr 01

We Think 74Software's (EPA:74SW) Solid Earnings Are Understated

The stock was sluggish on the back of 74Software's ( EPA:74SW ) recent earnings report. Along with the solid headline...
Narrativ-Update Mar 29

74SW: Improved 2028 Cash Conversion Will Support Future Upside Potential

The analyst price target for 74Software is unchanged at €41.00, with analysts citing slightly adjusted assumptions for the discount rate, revenue growth, profit margin and future P/E to support maintaining this target level. What's in the News 74Software issued earnings guidance for 2028, targeting revenue close to €800 million by year end.
Narrativ-Update Mar 15

74SW: Higher 2028 Margin Ambitions And Cash Conversion Will Support Future Upside

Analysts have maintained their €41.00 price target for 74Software. They cite slightly higher assumed profit margins and a modestly higher future P/E multiple, partly offset by more cautious revenue growth expectations and a higher discount rate.
Narrativ-Update Mar 01

74SW: Higher Profit Margins And Lower Discount Rate Will Support Future Upside

Analysts have adjusted their view on 74Software, trimming the implied P/E multiple they are comfortable with and keeping fair value steady at €41.00. They now see slightly slower revenue growth being balanced by a higher profit margin and a lower discount rate in their models.
Narrativ-Update Feb 15

74SW: Higher Fair Value And Margin Outlook Will Support Future Upside

Narrative Update on 74Software The analyst price target for 74Software has been revised from €35.00 to €41.00. Analysts point to updated assumptions on fair value, discount rate, revenue growth, profit margin and a lower future P/E multiple as the drivers behind this change.
Narrativ-Update Feb 01

74SW: Stable Assumptions And Steady Outlook Will Support Upside Potential

Analysts have maintained their price target for 74Software at about $47.35, making only minor adjustments to inputs such as the discount rate and projected P/E ratio to support their view that the existing valuation framework remains valid. Valuation Changes Fair Value Estimate: Held steady at about US$47.35, indicating no change in the central valuation output.
Narrativ-Update Jan 18

74SW: Raised 2025 Guidance And Margin Stability Will Support Upside Potential

Analysts have reduced their price target on 74Software to around $47.35 from about $49.47, citing slightly higher assumed revenue growth, modestly lower profit margin expectations, and a reduced future P/E multiple. What's in the News 74Software raised earnings guidance for the full year 2025, now expecting full year organic revenue growth to reach around 4%, which is at the upper end of its initial guidance range (Key Developments).
Analyseartikel Nov 12

Is 74Software (EPA:74SW) A Risky Investment?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Analyseartikel Jun 18

Calculating The Fair Value Of 74Software (EPA:74SW)

Key Insights The projected fair value for 74Software is €43.50 based on 2 Stage Free Cash Flow to Equity 74Software's...
Analyseartikel May 14

Shareholders Will Probably Hold Off On Increasing 74Software's (EPA:74SW) CEO Compensation For The Time Being

Key Insights 74Software's Annual General Meeting to take place on 20th of May Salary of €577.4k is part of CEO Patrick...
Analyseartikel Mar 31

We Think That There Are Some Issues For 74Software (EPA:74SW) Beyond Its Promising Earnings

The recent earnings posted by 74Software ( EPA:74SW ) were solid, but the stock didn't move as much as we expected. We...
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Neues Narrativ Mar 02

Shift To SaaS And Cloud Offerings Will Strengthen Future Market Position

The combination of Axway and SBS into 74Software could enhance profitability and financial stability through synergy and recurring revenue growth.
Analyseartikel May 10

We Think Shareholders Are Less Likely To Approve A Large Pay Rise For Axway Software SA's (EPA:AXW) CEO For Now

Key Insights Axway Software to hold its Annual General Meeting on 16th of May Total pay for CEO Patrick Donovan...
Analyseartikel Jun 03

Axway Software (EPA:AXW) Is Paying Out A Dividend Of €0.40

The board of Axway Software SA ( EPA:AXW ) has announced that it will pay a dividend on the 7th of June, with investors...
Analyseartikel May 18

Axway Software (EPA:AXW) Will Pay A Dividend Of €0.40

The board of Axway Software SA ( EPA:AXW ) has announced that it will pay a dividend on the 7th of June, with investors...
Analyseartikel Apr 06

Axway Software (EPA:AXW) Has Announced A Dividend Of €0.40

Axway Software SA's ( EPA:AXW ) investors are due to receive a payment of €0.40 per share on 7th of June. This means...
Analyseartikel Jan 28

Axway Software (EPA:AXW) Will Be Hoping To Turn Its Returns On Capital Around

What underlying fundamental trends can indicate that a company might be in decline? Businesses in decline often have...
Analyseartikel May 16

Axway Software (EPA:AXW) Will Pay A Dividend Of €0.40

Axway Software SA ( EPA:AXW ) will pay a dividend of €0.40 on the 8th of June. This means the annual payment is 2.3% of...
Analyseartikel May 02

Axway Software (EPA:AXW) Has Affirmed Its Dividend Of €0.40

Axway Software SA ( EPA:AXW ) will pay a dividend of €0.40 on the 8th of June. This means the annual payment is 2.3% of...
Analyseartikel Apr 18

Axway Software (EPA:AXW) Has Re-Affirmed Its Dividend Of €0.40

Axway Software SA ( EPA:AXW ) has announced that it will pay a dividend of €0.40 per share on the 8th of June. This...
Analyseartikel Dec 04

Axway Software SA's (EPA:AXW) Intrinsic Value Is Potentially 95% Above Its Share Price

Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Axway Software SA...
Analyseartikel May 23

Axway Software (EPA:AXW) May Have Issues Allocating Its Capital

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Ideally, a business will...
Analyseartikel Apr 20

Tread With Caution Around Axway Software SA's (EPA:AXW) 1.3% Dividend Yield

Today we'll take a closer look at Axway Software SA ( EPA:AXW ) from a dividend investor's perspective. Owning a strong...
Analyseartikel Apr 04

Is Axway Software (EPA:AXW) Using Too Much Debt?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Analyseartikel Mar 18

Could The Axway Software SA (EPA:AXW) Ownership Structure Tell Us Something Useful?

If you want to know who really controls Axway Software SA ( EPA:AXW ), then you'll have to look at the makeup of its...
Analyseartikel Mar 01

Axway Software SA's (EPA:AXW) Has Been On A Rise But Financial Prospects Look Weak: Is The Stock Overpriced?

Axway Software (EPA:AXW) has had a great run on the share market with its stock up by a significant 21% over the last...

Aktionärsrenditen

74SWFR SoftwareFR Markt
7D-0.8%-6.1%1.1%
1Y-0.8%-41.2%2.0%

Rendite im Vergleich zur Industrie: 74SW übertraf die Branche French Software , die im vergangenen Jahr eine Rendite von -41.2 erzielte.

Rendite vs. Markt: 74SW hinter dem Markt French zurück, der im vergangenen Jahr eine Rendite von 2 erzielte.

Preisvolatilität

Is 74SW's price volatile compared to industry and market?
74SW volatility
74SW Average Weekly Movement4.9%
Software Industry Average Movement6.7%
Market Average Movement5.5%
10% most volatile stocks in FR Market11.0%
10% least volatile stocks in FR Market2.9%

Stabiler Aktienkurs: 74SW hatte in den letzten 3 Monaten im Vergleich zum French -Markt keine signifikante Preisvolatilität.

Volatilität im Zeitverlauf: 74SWDie wöchentliche Volatilität (5%) ist im vergangenen Jahr stabil geblieben.

Über das Unternehmen

GegründetMitarbeiterCEOWebsite
20004,512Patrick Donovanwww.74software.com

74Software ist als Softwareunternehmen in Frankreich tätig. Das Unternehmen bietet die Amplify-Plattform an, die APIs über mehrere Clouds, lokale Rechenzentren und Gateway-Anbieter hinweg erstellt, veröffentlicht, validiert und verwaltet; B2B-Integration, die die Datenintegration zwischen Unternehmenssystemen, Geschäftsteams, Partner-Communities sowie Cloud- und mobilen Anwendungen sichert und vereinfacht; Finanzbuchhaltungs-Hub, der die digitale Finanztransformation beschleunigt; und Managed File Transfer, der kritische Dateiübertragungen unter dem Markennamen axway vereinfacht und sichert. Das Unternehmen bietet auch Spezialprodukte an, die Transparenz, Intelligenz und Sicherheit im gesamten digitalen Ökosystem bieten.

74Software's Grundlagenzusammenfassung

Wie verhalten sich die Erträge und Einnahmen von 74Software im Vergleich zum Marktanteil des Unternehmens?
74SW grundlegende Statistiken
Marktanteil€1.10b
Gewinn(TTM)€40.75m
Umsatz(TTM)€707.22m
27.0x
Kurs-Gewinn-Verhältnis
1.6x
Kurs-Umsatz-Verhältnis

Erträge & Einnahmen

Wichtige Rentabilitätsstatistiken aus dem letzten Ergebnisbericht (TTM)
74SW Gewinn- und Verlustrechnung (TTM)
Einnahmen€707.22m
Kosten der Einnahmen€545.76m
Bruttogewinn€161.46m
Sonstige Ausgaben€120.71m
Gewinn€40.75m

Zuletzt gemeldete Gewinne

Dec 31, 2025

Datum des nächsten Gewinnberichts

Jul 23, 2026

Gewinn per Aktie (EPS)1.41
Bruttomarge22.83%
Nettogewinnspanne5.76%
Schulden/Eigenkapital-Verhältnis43.7%

Wie hat sich 74SW auf lange Sicht entwickelt?

Historische Performance und Vergleiche

Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/05/31 02:57
Aktienkurs zum Tagesende2026/05/29 00:00
Gewinne2025/12/31
Jährliche Einnahmen2025/12/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

74Software wird von 7 Analysten beobachtet. 7 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Wolfgang SpechtBerenberg
Derric MarconBernstein
Alexandre PlaudCIC Market Solutions (ESN)