74Software（74SW）株式概要
74Softwareはフランスでソフトウェア会社として活動している。 詳細
74SW Community Fair Values
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Analyst Price Targets
74Software 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | €37.50 |
| 52週高値 | €44.80 |
| 52週安値 | €26.50 |
| ベータ | 0.66 |
| 1ヶ月の変化 | 6.84% |
| 3ヶ月変化 | 10.29% |
| 1年変化 | -1.57% |
| 3年間の変化 | 79.43% |
| 5年間の変化 | 20.58% |
| IPOからの変化 | 58.97% |
最新ニュース
ナラティブの更新 • 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.ナラティブの更新 • 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.
ナラティブの更新 • 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).分析記事 • 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
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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).分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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).分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...
新しいナラティブ • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...株主還元
| 74SW | FR Software | FR 市場 | |
|---|---|---|---|
| 7D | -0.3% | -2.0% | 1.3% |
| 1Y | -1.6% | -39.9% | 2.0% |
業界別リターン: 74SW過去 1 年間で-39.9 % の収益を上げたFrench Software業界を上回りました。
リターン対市場: 74SWは、過去 1 年間で2 % のリターンを上げたFrench市場を下回りました。
価格変動
| 74SW volatility | |
|---|---|
| 74SW Average Weekly Movement | 4.9% |
| Software Industry Average Movement | 6.7% |
| Market Average Movement | 5.5% |
| 10% most volatile stocks in FR Market | 10.9% |
| 10% least volatile stocks in FR Market | 2.9% |
安定した株価: 74SW 、 French市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: 74SWの 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2000 | 4,512 | Patrick Donovan | www.74software.com |
74Softwareはフランスでソフトウェア会社として活動している。同社は、複数のクラウド、オンプレミスのデータセンター、ゲートウェイベンダーにまたがるAPIの構築、公開、検証、管理を行うamplifyプラットフォーム、企業システム、ビジネスチーム、パートナーコミュニティ、クラウド、モバイルアプリケーション間のデータ統合を安全かつ簡素化するB2B統合、デジタルファイナンスの変革を加速する財務会計ハブ、重要なファイル転送を簡素化し安全性を確保するマネージドファイル転送をaxwayブランド名で提供している。また、デジタル・エコシステム全体で可視性、インテリジェンス、セキュリティを提供する専門製品も提供している。さらに、SBSのブランド名でバンキングとファイナンスのプラットフォームも提供している。同社は金融サービス、製造、小売、公共部門、運輸・物流、ヘルスケア部門にサービスを提供している。同社は以前はAxway Software SAとして知られ、2024年12月に74Softwareに社名を変更した。74Softwareは2000年に法人化され、アリゾナ州スコッツデールに本社を置いている。
74Software 基礎のまとめ
| 74SW 基礎統計学 | |
|---|---|
| 時価総額 | €1.09b |
| 収益（TTM） | €40.75m |
| 売上高(TTM) | €707.22m |
26.6x
PER（株価収益率1.5x
P/Sレシオ74SW は割高か？
公正価値と評価分析を参照収益と収入
| 74SW 損益計算書（TTM） | |
|---|---|
| 収益 | €707.22m |
| 売上原価 | €545.76m |
| 売上総利益 | €161.46m |
| その他の費用 | €120.71m |
| 収益 | €40.75m |
直近の収益報告
Dec 31, 2025
次回決算日
Jul 23, 2026
| 一株当たり利益（EPS） | 1.41 |
| グロス・マージン | 22.83% |
| 純利益率 | 5.76% |
| 有利子負債／自己資本比率 | 43.7% |
74SW の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/28 18:53 |
| 終値 | 2026/05/28 00:00 |
| 収益 | 2025/12/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
74Software 7 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。7
| アナリスト | 機関 |
|---|---|
| Wolfgang Specht | Berenberg |
| Derric Marcon | Bernstein |
| Alexandre Plaud | CIC Market Solutions (ESN) |