74Software

ENXTPA:74SW 주식 리포트

시가총액: €1.1b

74Software 경영진

경영진 기준 점검 4/4

현재 CEO에 대한 정보가 충분하지 않습니다.

핵심 정보

Patrick Donovan

최고경영자

€1.3m

총 보수

CEO 급여 비율41.38%
CEO 재임 기간8.1yrs
CEO 지분 보유율n/a
경영진 평균 재임 기간2.5yrs
이사회 평균 재임 기간7.9yrs

최근 경영진 업데이트

분석 기사 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...
분석 기사 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

내러티브 업데이트 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.
내러티브 업데이트 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).
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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).
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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
새로운 내러티브 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.
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...

CEO 보수 분석

Patrick Donovan의 보수는 74Software의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
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

보상 대 시장: Patrick의 총 보수(USD1.55M)는 French 시장에서 비슷한 규모 기업의 평균(USD1.44M) 수준입니다.

보상과 수익: Patrick의 보상은 지난 1년 동안 회사 실적과 일치했습니다.


CEO

Patrick Donovan (55 yo)

8.1yrs
재임 기간
€1,336,648
보수

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...


리더십 팀

이름직위재임 기간보수지분
Patrick Donovan
CEO & MD8.1yrs€1.34m데이터 없음
Yann Metz-Pasquier
Chief Strategy Officer & Director1.3yrs€43.85k0.23%
€ 2.4m
Eric Bierry
Deputy Chief Executive Officer1.7yrs€866.63k데이터 없음
Tobias Unger
Chief Financial Officerno data데이터 없음데이터 없음
Arthur Carli
Head of Investor Relations & CSRno data데이터 없음데이터 없음
Julia Siepmann
Chief Human Resources Officer1.3yrs데이터 없음데이터 없음
Mike Nason
Executive Vice President of Global Distribution & Salesno data데이터 없음데이터 없음
Paul French
Chief of Staff3.3yrs데이터 없음데이터 없음
Roland Royer
CEO of Axwayno data데이터 없음데이터 없음
Vince Padua
Chief Product Officer3.3yrs데이터 없음데이터 없음
Dominique Fougerat
Executive Vice President of People & Culture1.3yrs데이터 없음데이터 없음
Marc Fairbrother
Executive Vice President of Research & Development of UK5.8yrs데이터 없음데이터 없음
2.5yrs
평균 재임 기간

경험이 풍부한 관리: 74SW의 경영진은 경험이 있음으로 간주됩니다(평균 재임 2.5 년).


이사회 구성원

이름직위재임 기간보수지분
Yann Metz-Pasquier
Chief Strategy Officer & Director7.9yrs€43.85k0.23%
€ 2.4m
Dominique Illien
Independent Director2yrs€60.52k0.29%
€ 3.0m
Michael Gollner
Board Observer1yr€39.32k0.00035%
€ 3.7k
Olivier Placca
Independent Director1.6yrs€35.81k데이터 없음
Patrick Renouvin
Independent Director1.6yrs€54.20k데이터 없음
Pierre Pasquier
Chairman of the Board24.4yrs€274.72k0.29%
€ 3.1m
Emma Alonso
Independent Director9.9yrs€54.77k데이터 없음
Kathleen Clark
Vice Chairwoman of the Board15.1yrs€56.50k0.033%
€ 349.0k
Pierre-Yves Commanay
Director7.9yrs€37.83k0.017%
€ 176.8k
Marie-Helene Rigal-Drogerys
Director7.9yrs€43.85k데이터 없음
Nicole-Claude Duplessix
Independent Director8.9yrs€35.81k0.0075%
€ 78.8k
7.9yrs
평균 재임 기간
61yo
평균 나이

경험이 풍부한 이사회: 74SW의 이사회경험이 있음으로 간주됩니다(평균 재임 7.9 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/20 18:59
종가2026/05/20 00:00
수익2025/12/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

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산업 및 섹터 지표

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분석가 소스

74Software는 7명의 분석가가 다루고 있습니다. 이 중 7명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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