74Software

Informe acción ENXTPA:74SW

Capitalización de mercado: €1.1b

74Software Dirección

Dirección controles de criterios 4/4

Actualmente no disponemos de información suficiente sobre el CEO.

Información clave

Patrick Donovan

Chief Executive Officer (CEO)

€1.3m

Compensación total

Porcentaje del salario del CEO41.38%
Permanencia del CEO8.1yrs
Participación del CEOn/a
Permanencia media de la dirección2.5yrs
Promedio de permanencia en la Junta Directiva7.9yrs

Actualizaciones recientes de la dirección

Artículo de análisis 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...
Artículo de análisis 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...

Recent updates

Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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).
Artículo de análisis 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...
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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).
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...
User avatar
Nueva narrativa 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.
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Patrick Donovan en comparación con los beneficios de 74Software?
FechaCompensación totalSalarioIngresos de la empresa
Dec 31 2025€1m€553k

€41m

Sep 30 2025n/an/a

€42m

Jun 30 2025n/an/a

€42m

Mar 31 2025n/an/a

€41m

Dec 31 2024€2m€577k

€41m

Sep 30 2024n/an/a

€38m

Jun 30 2024n/an/a

€35m

Mar 31 2024n/an/a

€35m

Dec 31 2023€2m€578k

€36m

Sep 30 2023n/an/a

-€1m

Jun 30 2023n/an/a

-€39m

Mar 31 2023n/an/a

-€39m

Dec 31 2022€2m€522k

-€40m

Sep 30 2022n/an/a

-€15m

Jun 30 2022n/an/a

€10m

Mar 31 2022n/an/a

€10m

Dec 31 2021€1m€465k

€10m

Sep 30 2021n/an/a

€13m

Jun 30 2021n/an/a

€16m

Mar 31 2021n/an/a

€12m

Dec 31 2020€3m€482k

€8m

Sep 30 2020n/an/a

€7m

Jun 30 2020n/an/a

€5m

Mar 31 2020n/an/a

€5m

Dec 31 2019€2m€375k

€5m

Compensación vs. Mercado: La compensación total ($USD1.55M) de Patrick está en línea con el promedio de empresas de tamaño similar en el mercado French ($USD1.24M).

Compensación vs. Ingresos: La compensación de Patrick ha sido consistente con los resultados de la empresa en el último año.


CEO

Patrick Donovan (55 yo)

8.1yrs
Permanencia
€1,336,648
Compensación

Mr. Patrick Martin Donovan, C.P.A. has been Chief Executive Officer of 74Software (formerly known as Axway Software SA) since April 6, 2018 and serves as its Managing Director. Mr. Donovan served as the Ch...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Patrick Donovan
CEO & MD8.1yrs€1.34msin datos
Yann Metz-Pasquier
Chief Strategy Officer & Director1.3yrs€43.85k0.23%
€ 2.5m
Eric Bierry
Deputy Chief Executive Officer1.7yrs€866.63ksin datos
Tobias Unger
Chief Financial Officerno datasin datossin datos
Arthur Carli
Head of Investor Relations & CSRno datasin datossin datos
Julia Siepmann
Chief Human Resources Officer1.3yrssin datossin datos
Mike Nason
Executive Vice President of Global Distribution & Salesno datasin datossin datos
Paul French
Chief of Staff3.3yrssin datossin datos
Roland Royer
CEO of Axwayno datasin datossin datos
Vince Padua
Chief Product Officer3.3yrssin datossin datos
Dominique Fougerat
Executive Vice President of People & Culture1.3yrssin datossin datos
Marc Fairbrother
Executive Vice President of Research & Development of UK5.8yrssin datossin datos
2.5yrs
Permanencia media

Equipo directivo experimentado: El equipo directivo de 74SW se considera experimentado (2.5 años antigüedad media).


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Yann Metz-Pasquier
Chief Strategy Officer & Director7.9yrs€43.85k0.23%
€ 2.5m
Dominique Illien
Independent Director2yrs€60.52k0.29%
€ 3.1m
Michael Gollner
Board Observer1yr€39.32k0.00035%
€ 3.8k
Olivier Placca
Independent Director1.6yrs€35.81ksin datos
Patrick Renouvin
Independent Director1.6yrs€54.20ksin datos
Pierre Pasquier
Chairman of the Board24.4yrs€274.72k0.29%
€ 3.2m
Emma Alonso
Independent Director9.9yrs€54.77ksin datos
Kathleen Clark
Vice Chairwoman of the Board15.1yrs€56.50k0.033%
€ 360.5k
Pierre-Yves Commanay
Director7.9yrs€37.83k0.017%
€ 182.6k
Marie-Helene Rigal-Drogerys
Director7.9yrs€43.85ksin datos
Nicole-Claude Duplessix
Independent Director8.9yrs€35.81k0.0075%
€ 81.4k
7.9yrs
Permanencia media
61yo
Promedio de edad

Junta con experiencia: La junta directiva de 74SW se considera experimentada (7.9 años de antigüedad promedio).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/27 07:46
Precio de las acciones al final del día2026/05/27 00:00
Beneficios2025/12/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

74Software está cubierta por 7 analistas. 7 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

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