74Software Tidigare resultatutveckling
Tidigare kriterier kontrolleras 5/6
74Software har ökat intäkterna med en genomsnittlig årlig takt på 41.4%, medan Software -branschen såg intäkterna växer på 14.4% årligen. Intäkterna har varit växande med en genomsnittlig takt på 22.9% per år. 74Software s avkastning på eget kapital är 10.8% och den har en nettomarginal på 8.5%.
Viktig information
41.40%
Tillväxttakt i vinsten
36.05%
Tillväxttakt för EPS
| Software Tillväxt i branschen | 15.21% |
| Intäkternas tillväxttakt | 22.89% |
| Avkastning på eget kapital | 10.80% |
| Nettomarginal | 8.54% |
| Nästa resultatuppdatering | 24 Feb 2027 |
Senaste uppdateringar av tidigare prestationer
Analysartikel • 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...Analysartikel • 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...Recent updates
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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).Analysartikel • 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...Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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).Analysartikel • 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...Analysartikel • 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...Analysartikel • 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...Analysartikel • 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...
Ny berättelse • 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.Analysartikel • 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...Analysartikel • 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...Analysartikel • 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...Analysartikel • 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...Analysartikel • 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...Analysartikel • 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...Analysartikel • 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...Analysartikel • 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...Analysartikel • 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...Analysartikel • 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...Analysartikel • 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...Fördelning av intäkter och kostnader
Fördelning av intäkter och kostnader
Hur 74Software tjänar och spenderar pengar. Baserat på senast rapporterade resultat, på rullande tolvmånadersbasis.
Resultat- och intäktshistorik
| Datum | Intäkter | Intäkter | G+A Kostnader | FoU-kostnader |
|---|---|---|---|---|
| 30 Jun 26 | 730 | 62 | 33 | 0 |
| 31 Mar 26 | 719 | 52 | 36 | 0 |
| 31 Dec 25 | 707 | 41 | 38 | 0 |
| 30 Sep 25 | 682 | 42 | 37 | 0 |
| 30 Jun 25 | 657 | 44 | 36 | 0 |
| 31 Mar 25 | 560 | 42 | 29 | 0 |
| 31 Dec 24 | 462 | 41 | 23 | 0 |
| 30 Sep 24 | 392 | 38 | 20 | 0 |
| 30 Jun 24 | 322 | 35 | 17 | 0 |
| 31 Mar 24 | 321 | 35 | 17 | 0 |
| 31 Dec 23 | 319 | 36 | 16 | 0 |
| 30 Sep 23 | 321 | -1 | 17 | 0 |
| 30 Jun 23 | 323 | -39 | 17 | 0 |
| 31 Mar 23 | 319 | -39 | 17 | 0 |
| 31 Dec 22 | 314 | -40 | 18 | 0 |
| 30 Sep 22 | 299 | -15 | 22 | 0 |
| 30 Jun 22 | 284 | 10 | 9 | 0 |
| 31 Mar 22 | 285 | 10 | 9 | 0 |
| 31 Dec 21 | 286 | 10 | 18 | 0 |
| 30 Sep 21 | 292 | 13 | 9 | 0 |
| 30 Jun 21 | 299 | 16 | 9 | 0 |
| 31 Mar 21 | 298 | 12 | 9 | 0 |
| 31 Dec 20 | 297 | 8 | 9 | 0 |
| 30 Sep 20 | 298 | 7 | 8 | 0 |
| 30 Jun 20 | 298 | 5 | 7 | 0 |
| 31 Mar 20 | 299 | 5 | 7 | 0 |
| 31 Dec 19 | 300 | 5 | 7 | 0 |
| 30 Sep 19 | 294 | 3 | 12 | 0 |
| 30 Jun 19 | 287 | 1 | 17 | 0 |
| 31 Mar 19 | 286 | 6 | 16 | 0 |
| 31 Dec 18 | 284 | 11 | 15 | 0 |
| 30 Sep 18 | 288 | 8 | 19 | 0 |
| 30 Jun 18 | 292 | 6 | 22 | 0 |
| 31 Mar 18 | 296 | 5 | 19 | 0 |
| 31 Dec 17 | 300 | 4 | 16 | 0 |
| 30 Sep 17 | 300 | 14 | 16 | 0 |
| 30 Jun 17 | 299 | 23 | 15 | 0 |
| 31 Mar 17 | 300 | 27 | 15 | 0 |
| 31 Dec 16 | 301 | 31 | 15 | 0 |
| 30 Sep 16 | 298 | 34 | 14 | 0 |
| 30 Jun 16 | 294 | 37 | 14 | 0 |
| 31 Mar 16 | 289 | 32 | 14 | 0 |
| 31 Dec 15 | 285 | 28 | 14 | 0 |
| 30 Sep 15 | 283 | 27 | 13 | 0 |
Kvalitetsintäkter: 74SW har inkomster av hög kvalitet.
Växande vinstmarginal: 74SW s nuvarande netto vinstmarginaler (8.5%) är högre än förra året (6.6%).
Fritt kassaflöde vs resultatanalys
Analys av tidigare vinsttillväxt
Resultatutveckling: 74SW s intäkter har ökat markant med 41.4% per år under de senaste 5 åren.
Accelererande tillväxt: 74SW s intäktstillväxt under det senaste året ( 42.9% ) överstiger sitt 5-åriga genomsnitt ( 41.4% per år).
Resultat vs industri: 74SW vinsttillväxt under det senaste året ( 42.9% ) översteg Software branschen 16.6%.
Avkastning på eget kapital
Hög ROE: 74SW s avkastning på eget kapital ( 10.8% ) anses vara låg.
Avkastning på tillgångar
Avkastning på sysselsatt kapital
Upptäck starka bolag som tidigare presterat bra
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/09/10 06:55 |
| Aktiekurs vid dagens slut | 2026/09/10 00:00 |
| Intäkter | 2026/06/30 |
| Årlig intjäning | 2025/12/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som används för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och handledningar på Youtube.
Lär dig mer om det som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
74Software bevakas av 8 analytiker. 7 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Wolfgang Specht | Berenberg |
| Derric Marcon | Bernstein |
| Alexandre Plaud | CIC Market Solutions (ESN) |