74Software Zukünftiges Wachstum
Future Kriterienprüfungen 2/6
74Software wird ein jährliches Gewinn- und Umsatzwachstum von 14.3% bzw. 3.5% prognostiziert. Der Gewinn pro Aktie wird voraussichtlich wachsen um 14.8% pro Jahr. Die Eigenkapitalrendite wird in 3 Jahren voraussichtlich 12.5% betragen.
Wichtige Informationen
14.3%
Wachstumsrate der Gewinne
14.79%
EPS-Wachstumsrate
| Software Gewinnwachstum | 6.1% |
| Wachstumsrate der Einnahmen | 3.5% |
| Zukünftige Eigenkapitalrendite | 12.45% |
| Analystenabdeckung | Good |
| Zuletzt aktualisiert | 27 Jul 2026 |
Jüngste Aktualisierungen zum künftigen Wachstum
Recent updates
Narrative-Update • Jun 18
74SW: Buyback And Margin Ambitions Will Support Future Upside
Analysts have kept the fair value estimate for 74Software steady at €45.43, with small adjustments to the discount rate, revenue growth outlook, profit margin and future P/E collectively supporting an unchanged price target. What's in the News for 74Software No material company specific news items for 74Software have been cited in recent feeds.
Narrative-Update • Jun 03
74SW: Buyback Plans And Margin Pressure Will Shape Measured Future Upside
Analysts have kept their fair value estimate for 74Software steady at €35.00, with updated assumptions around revenue growth, profit margins, and a higher future P/E guiding this unchanged price target. What's in the News 74Software plans to start share repurchases on February 26, 2026, under an existing program authorized by shareholders at the May 20, 2025 Annual General Meeting.Narrative-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.Narrative-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.Narrative-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...Narrative-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.Narrative-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.Narrative-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.Narrative-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.Narrative-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.Narrative-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...
Neues Narrative • 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...Gewinn- und Umsatzwachstumsprognosen
| Datum | Umsatz | Gewinne | Freier Cashflow | Bargeld aus operativen Tätigkeiten | Durchschn. Anz. Analysten |
|---|---|---|---|---|---|
| 12/31/2028 | 796 | 85 | 114 | 146 | 6 |
| 12/31/2027 | 766 | 69 | 93 | 122 | 7 |
| 12/31/2026 | 739 | 55 | 57 | 90 | 6 |
| 6/30/2026 | 730 | 62 | 50 | 75 | N/A |
| 3/31/2026 | 719 | 52 | 67 | 93 | N/A |
| 12/31/2025 | 707 | 41 | 84 | 111 | N/A |
| 9/30/2025 | 682 | 42 | 83 | 109 | N/A |
| 6/30/2025 | 657 | 44 | 82 | 106 | N/A |
| 3/31/2025 | 560 | 42 | 51 | 69 | N/A |
| 12/31/2024 | 462 | 41 | 20 | 32 | N/A |
| 9/30/2024 | 392 | 38 | 20 | 28 | N/A |
| 6/30/2024 | 322 | 35 | 20 | 24 | N/A |
| 3/31/2024 | 321 | 35 | 25 | 28 | N/A |
| 12/31/2023 | 319 | 36 | 30 | 32 | N/A |
| 9/30/2023 | 321 | -1 | 25 | 28 | N/A |
| 6/30/2023 | 323 | -39 | 20 | 23 | N/A |
| 3/31/2023 | 319 | -39 | 15 | 18 | N/A |
| 12/31/2022 | 314 | -40 | 11 | 13 | N/A |
| 9/30/2022 | 299 | -15 | 7 | 8 | N/A |
| 6/30/2022 | 284 | 10 | 3 | 4 | N/A |
| 3/31/2022 | 285 | 10 | 6 | 8 | N/A |
| 12/31/2021 | 286 | 10 | 10 | 13 | N/A |
| 9/30/2021 | 292 | 13 | 12 | 18 | N/A |
| 6/30/2021 | 299 | 16 | 15 | 24 | N/A |
| 3/31/2021 | 298 | 12 | 10 | 18 | N/A |
| 12/31/2020 | 297 | 8 | 4 | 12 | N/A |
| 9/30/2020 | 298 | 7 | 9 | 14 | N/A |
| 6/30/2020 | 298 | 5 | 13 | 16 | N/A |
| 3/31/2020 | 299 | 5 | N/A | 15 | N/A |
| 12/31/2019 | 300 | 5 | N/A | 14 | N/A |
| 9/30/2019 | 294 | 3 | N/A | 10 | N/A |
| 6/30/2019 | 287 | 1 | N/A | 6 | N/A |
| 3/31/2019 | 286 | 6 | N/A | 14 | N/A |
| 12/31/2018 | 284 | 11 | N/A | 23 | N/A |
| 9/30/2018 | 288 | 8 | N/A | 28 | N/A |
| 6/30/2018 | 292 | 6 | N/A | 33 | N/A |
| 3/31/2018 | 296 | 5 | N/A | 31 | N/A |
| 12/31/2017 | 300 | 4 | N/A | 30 | N/A |
| 9/30/2017 | 300 | 14 | N/A | 34 | N/A |
| 6/30/2017 | 299 | 23 | N/A | 38 | N/A |
| 3/31/2017 | 300 | 27 | N/A | 38 | N/A |
| 12/31/2016 | 301 | 31 | N/A | 38 | N/A |
| 9/30/2016 | 298 | 34 | N/A | 37 | N/A |
| 6/30/2016 | 294 | 37 | N/A | 35 | N/A |
| 3/31/2016 | 289 | 32 | N/A | 43 | N/A |
| 12/31/2015 | 285 | 28 | N/A | 50 | N/A |
| 9/30/2015 | 283 | 27 | N/A | 53 | N/A |
Analystenprognosen zum zukünftigen Wachstum
Einkommen vs. Sparrate: 74SWDas prognostizierte Gewinnwachstum (14.3% pro Jahr) liegt über der Sparquote (2.6%).
Ertrag vs. Markt: 74SWDie Erträge des Unternehmens (14.3% pro Jahr) werden voraussichtlich schneller wachsen als der Markt French (12.8% pro Jahr).
Hohe Wachstumserträge: 74SWDie Erträge des Unternehmens werden voraussichtlich steigen, jedoch nicht deutlich.
Einnahmen vs. Markt: 74SWDie Einnahmen des Unternehmens (3.5% pro Jahr) werden voraussichtlich langsamer wachsen als der Markt French (5.8% pro Jahr).
Hohe Wachstumseinnahmen: 74SWDie Einnahmen des Unternehmens (3.5% pro Jahr) werden voraussichtlich langsamer wachsen als 20% pro Jahr.
Wachstumsprognosen für den Gewinn je Aktie
Künftige Eigenkapitalrendite
Künftige Eigenkapitalrendite: 74SWDie Eigenkapitalrendite des Unternehmens wird in 3 Jahren voraussichtlich niedrig sein (12.5%).
Wachstumsunternehmen entdecken
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/09/10 18:21 |
| Aktienkurs zum Tagesende | 2026/09/10 00:00 |
| Gewinne | 2026/06/30 |
| Jährliche Einnahmen | 2025/12/31 |
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.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
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| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
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* 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
Details zum Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite; außerdem bieten wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf Youtube an.
Erfahren Sie mehr über das , 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 8 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.
| Analyst | Einrichtung |
|---|---|
| Wolfgang Specht | Berenberg |
| Derric Marcon | Bernstein |
| Alexandre Plaud | CIC Market Solutions (ESN) |