74Software

ENXTPA:74SW Stok Raporu

Piyasa değeri: €1.1b

74Software Yönetim

Yönetim kriter kontrolleri 4/4

Şu anda CEO hakkında yeterli bilgiye sahip değiliz.

Anahtar bilgiler

Patrick Donovan

İcra Kurulu Başkanı

€1.3m

Toplam tazminat

CEO maaş yüzdesi41.38%
CEO görev süresi8.1yrs
CEO sahipliğin/a
Yönetim ortalama görev süresi2.5yrs
Yönetim Kurulu ortalama görev süresi7.9yrs

Son yönetim güncellemeleri

Analiz Makalesi 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...
Analiz Makalesi 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

Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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).
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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).
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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
Yeni Anlatı 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.
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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 Tazminat Analizi

Patrick Donovan'un ücretlendirmesi 74Software'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
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

Tazminat ve Piyasa: Patrick 'ın toplam tazminatı ($USD 1.55M ) French pazarındaki benzer büyüklükteki şirketler için ortalamadır ($USD 1.44M ).

Tazminat ve Kazançlar: Patrick 'in tazminatı, şirketin son bir yıldaki performansıyla tutarlıydı.


CEO

Patrick Donovan (55 yo)

8.1yrs
Görev süresi
€1,336,648
Tazminat

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...


Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
Patrick Donovan
CEO & MD8.1yrs€1.34mVeri yok
Yann Metz-Pasquier
Chief Strategy Officer & Director1.3yrs€43.85k0.23%
€ 2.4m
Eric Bierry
Deputy Chief Executive Officer1.7yrs€866.63kVeri yok
Tobias Unger
Chief Financial Officerno dataVeri yokVeri yok
Arthur Carli
Head of Investor Relations & CSRno dataVeri yokVeri yok
Julia Siepmann
Chief Human Resources Officer1.3yrsVeri yokVeri yok
Mike Nason
Executive Vice President of Global Distribution & Salesno dataVeri yokVeri yok
Paul French
Chief of Staff3.3yrsVeri yokVeri yok
Roland Royer
CEO of Axwayno dataVeri yokVeri yok
Vince Padua
Chief Product Officer3.3yrsVeri yokVeri yok
Dominique Fougerat
Executive Vice President of People & Culture1.3yrsVeri yokVeri yok
Marc Fairbrother
Executive Vice President of Research & Development of UK5.8yrsVeri yokVeri yok
2.5yrs
Ortalama Görev Süresi

Deneyimli Yönetim: 74SW 'un yönetim ekibi deneyimli olarak değerlendirilmektedir (ortalama görev süresi 2.5 yıldır).


Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
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€35.81kVeri yok
Patrick Renouvin
Independent Director1.6yrs€54.20kVeri yok
Pierre Pasquier
Chairman of the Board24.4yrs€274.72k0.29%
€ 3.1m
Emma Alonso
Independent Director9.9yrs€54.77kVeri yok
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€43.85kVeri yok
Nicole-Claude Duplessix
Independent Director8.9yrs€35.81k0.0075%
€ 78.8k
7.9yrs
Ortalama Görev Süresi
61yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: 74SW 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 7.9 yıldır).


Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/19 08:13
Gün Sonu Hisse Fiyatı2026/05/19 00:00
Kazançlar2025/12/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

74Software 7 Bu analistlerden 7, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

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