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74software (74SW.PA)

EUR36.40 +0.40 (+1.11%)
US PAR Technology Software - Application
Address 16220 North Scottsdale Road 85254
Scottsdale, AZ, US
CEO Patrick Martin Donovan
IPO 2011-06-13
ISIN FR0011040500

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Also trades on Euronext Paris · 74SW.PA (EUR) Euronext Paris · AXW.PA (EUR)
Description

Headquartered in Scottsdale, Arizona, and established in 2000, 74Software operates as a global infrastructure software developer and publisher, reaching markets across France, the rest of Europe, the Americas, and the Asia Pacific region. The company provides an extensive suite of "amplify" software products. These include Axway Managed File Transfer, meticulously designed to manage essential data streams while ensuring compliance; Axway B2B Integration, which orchestrates business interactions throughout a company's value chains; and the core amplify platform, intended to unify software infrastructures, streamline analytical processes, and accelerate the deployment of digital services. Additionally, its offerings encompass the Axway Financial Accounting Hub, automating and centralizing accounting and financial management, and Axway Managed Cloud Services, a cloud-based platform for overseeing critical business operations. Complementing these are specialty products that deliver enhanced visibility, intelligence, and security across the entire digital ecosystem. 74Software serves a broad array of sectors, including banking and finance, healthcare, life sciences, automotive, energy and utilities, government, insurance, manufacturing, consumer packaged goods, and the public sector. The company was previously known as Axway Software SA before officially changing its name to 74Software in December 2024.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
EUR36.40 +0.40 (+1.11%)
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Volume Profile
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Liquidity & share structure
Average Volume
12.8K
Beta
0.67
Float Shares
6.22M
Free Float %
21.3%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+1.60% -1.30% +6.72% +12.06% -1.80% -8.19% -0.78% +78.87% +23.70% +88.89% +54.19%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Price Targets & DCF
Current price
36.40
DCF (Levered) 51.51 +41.5%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 86% Bullish
Rating 2026-05 Change
Strong Buy 1 0
Buy 5 +1
Hold 1 0
Sell 0 0
Strong Sell 0 0
Quality scores
Altman Z-Score
2.58
Grey zone
Piotroski F-Score
6 / 9
Average
MOAT Score
6 / 10
Developing
Composite Rating
B
Overall Score
3 / 5
Medium
DCF Score
4 / 5
High
ROE Score
3 / 5
Medium
ROA Score
3 / 5
Medium
D/E Score
2 / 5
Medium
P/E Score
2 / 5
Medium
P/Book Score
3 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Software - Application: +13.0%
    +53.1% Q4'25: +109.3% (vs Q4'23)
  • EPS growth Software - Application: +28.6%
    -14.2% Q4'25: -22.2% (vs Q4'23)
  • FCF margin FCF growth · Software - Application: +45.3%
    +9.4% Q4'25: +0.0% (vs Q4'23)
  • EBIT margin Software - Application: +9.4%
    +11.9% Q4'25: +15.7% (vs Q4'23)
  • ROIC Software - Application: +7.5%
    +8.7% Q4'25: +23.9% (vs Q4'23)
  • Share dilution Software - Application: +0.0%
    +21.2% Q4'25: +40.2% (vs Q4'23)
  • Debt / EBITDA Net debt/EBITDA · Software - Application: -1.16×
    2.86× Q4'25: 0.86× (vs Q4'23)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.66) × ERP
WACC = 82% × Ke + 18% × Kd (6.9%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Current price: 36.40
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
7 Rev. Ana.
6 EPS Ana.
Dec 2027
7 Rev. Ana.
6 EPS Ana.
Dec 2028
4 Rev. Ana.
3 EPS Ana.
Dec 2029
3 Rev. Ana.
4 EPS Ana.
Dec 2030
6 Rev. Ana.
2 EPS Ana.
Revenue
318.98M
est: 319.42M (-0.1%)
461.88M
est: 458.90M (+0.6%)
707.20M
est: 710.07M (-0.4%)
734.32M
719.83M – 746.66M
+3.4% YoY
762.19M
740.60M – 780.23M
+3.8% YoY
789.46M
770.42M – 805.48M
+3.6% YoY
821.00M
801.20M – 837.66M
+4.0% YoY
846.00M
825.60M – 863.17M
+3.0% YoY
EBITDA
66.64M
est: 34.70M (+92.1%)
80.78M
est: 50.00M (+61.6%)
84.40M
est: 77.36M (+9.1%)
80.00M
78.43M – 81.35M
+3.4% YoY
83.04M
80.69M – 85.01M
+3.8% YoY
86.01M
83.94M – 87.76M
+3.6% YoY
89.45M
87.29M – 91.26M
+4.0% YoY
92.17M
89.95M – 94.04M
+3.0% YoY
EBIT
47.32M
est: 15.88M (+198.1%)
60.64M
est: 29.11M (+108.3%)
84.40M
est: 45.05M (+87.3%)
46.59M
45.67M – 47.37M
+3.4% YoY
48.36M
46.99M – 49.50M
+3.8% YoY
50.09M
48.88M – 51.10M
+3.6% YoY
52.09M
50.83M – 53.15M
+4.0% YoY
53.67M
52.38M – 54.76M
+3.0% YoY
Net Income
35.83M
est: 36.94M (-3.0%)
39.17M
est: 29.96M (+30.7%)
40.80M
est: 64.40M (-36.6%)
75.67M
61.29M – 90.15M
+17.5% YoY
90.41M
74.69M – 110.76M
+19.5% YoY
104.65M
101.37M – 107.41M
+15.8% YoY
— – —
-100.0% YoY
— – —
SGA
3.43M
est: 5.60M (-38.7%)
5.55M
est: 31.34M (-82.3%)
195.60M
est: 48.50M (+303.3%)
50.16M
49.17M – 51.00M
+3.4% YoY
52.06M
50.58M – 53.29M
+3.8% YoY
53.92M
52.62M – 55.02M
+3.6% YoY
56.08M
54.72M – 57.21M
+4.0% YoY
57.78M
56.39M – 58.96M
+3.0% YoY
EPS
1.52
est: 1.53 (-0.4%)
1.67
est: 1.02 (+63.6%)
1.39
est: 2.19 (-36.6%)
2.58
2.09 – 3.07
+17.5% YoY
3.08
2.54 – 3.77
+19.5% YoY
3.57
3.45 – 3.66
+15.8% YoY
— – —
-100.0% YoY
— – —
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-29 B 3/5 4/5 3/5 3/5 2/5 2/5 3/5
2026-05-28 B 3/5 4/5 3/5 3/5 2/5 2/5 3/5
2026-05-27 B 3/5 4/5 3/5 3/5 2/5 2/5 3/5
2026-05-26 B 3/5 4/5 3/5 3/5 2/5 2/5 3/5
2026-05-25 B 3/5 4/5 3/5 3/5 2/5 2/5 3/5
2026-05-22 B+ 3/5 4/5 3/5 4/5 2/5 2/5 3/5
2026-05-21 B+ 3/5 4/5 3/5 4/5 2/5 2/5 3/5
2026-05-20 B+ 3/5 4/5 3/5 4/5 2/5 2/5 3/5
2026-05-19 B+ 3/5 4/5 3/5 4/5 2/5 2/5 3/5
2026-05-18 B+ 3/5 4/5 3/5 4/5 2/5 2/5 3/5
2026-05-15 B+ 3/5 4/5 3/5 4/5 2/5 2/5 3/5
2026-05-14 B+ 3/5 4/5 3/5 4/5 2/5 2/5 3/5
2026-05-13 B+ 3/5 4/5 3/5 4/5 2/5 2/5 3/5
2026-05-12 B+ 3/5 4/5 3/5 4/5 2/5 2/5 3/5
2026-05-11 B+ 3/5 4/5 3/5 4/5 2/5 2/5 3/5
2026-05-08 B+ 3/5 4/5 3/5 4/5 2/5 2/5 4/5
2026-05-07 B+ 3/5 4/5 3/5 4/5 2/5 2/5 4/5
2026-05-06 B+ 3/5 4/5 3/5 4/5 2/5 2/5 4/5
2026-05-05 B+ 3/5 4/5 3/5 4/5 2/5 2/5 4/5
2026-05-04 B+ 3/5 4/5 3/5 4/5 2/5 2/5 4/5
2026-04-30 B+ 3/5 4/5 3/5 3/5 2/5 2/5 4/5
2026-04-29 B+ 3/5 4/5 3/5 3/5 2/5 2/5 4/5
2026-04-28 B+ 3/5 4/5 3/5 3/5 2/5 2/5 4/5
2026-04-27 B+ 3/5 4/5 3/5 3/5 2/5 2/5 4/5
2026-04-24 B+ 3/5 4/5 3/5 3/5 2/5 2/5 4/5
2026-04-23 B 3/5 4/5 3/5 4/5 1/5 2/5 3/5
2026-04-22 B 3/5 4/5 3/5 4/5 1/5 2/5 3/5
2026-04-21 B 3/5 4/5 3/5 4/5 1/5 2/5 3/5
2026-04-20 B 3/5 4/5 3/5 4/5 1/5 2/5 3/5
2026-04-17 B 3/5 4/5 3/5 4/5 1/5 2/5 3/5
2026-04-16 B 3/5 4/5 3/5 4/5 1/5 2/5 3/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
18.94M
OE per share TTM
0.64
Owner's Yield
1.69%
Maintenance CapEx ratio
28.93%
Maint CapEx / Avg PPE
10.0%

Ownership Overview

Ownership breakdown

Ownership breakdown not available.

At a glance
Institutional holders
Total invested
Insider transactions (90d)
0
Beneficial owners (>5%)
0
Beneficial owners (>5%)

No beneficial ownership filings recorded.

Institutional Activity (13F)

Institutional ownership trend

Institutional history not available.

Top institutional holders

Top holders not available.

ETF Ownership

Top ETFs holding this stock Held by 5 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Dimensional World ex U.S. Core Equity 2 ETF DFAX 0.00% 292.5K 0.28%
2 Dimensional - International Core Equity 2 ETF DFIC 0.00% 234.7K 0.22%
3 Dimensional - International Vector Equity ETF DXIV 0.00% 988.25 0.53%
4 Dimensional - International Small Cap ETF DFIS 0.00% 11.4K 0.39%
5 Dimensional International Sustainability Core 1 ETF DFSI 0.00% 0.24%

Insider Activity

Insider Activity — Latest Quarter

No insider activity available.

Insider buys vs sells (history)

Insider history not available.

Recent insider transactions

No recent insider transactions.

Executive team

Top executives
EBIT / Employee
17.8K
Shares Outstanding
29.14M

Executive compensation

Executive compensation (annual)

Executive compensation not available.

CEO compensation breakdown

No CEO compensation history available.

Proxy statements

Proxy statements (DEF 14A)

No proxy statements available for this company yet.

Recent SEC filings

Recent SEC filings

No SEC filings available for this company yet.

Executive team

NameTitleCompensationGender
Patrick Martin Donovan Chief Executive Officer & MD 1M male
Eric Bierry Deputy Chief Executive Officer 866.6K male
Yann Metz-Pasquier Chief Strategy Officer & Director 43.9K male
Julia Siepmann Chief Human Resources Officer female
Mike Nason Executive Vice President of Global Distribution & Sales male
Dominique Fougerat Executive Vice President of People & Culture female
Paul French Chief of Staff male
Roland Royer Chief Executive Officer of Axway male
Tobias Unger Chief Financial Officer male
Vince Padua Chief Product Officer male
Arthur Carli Head of Investor Relations & CSR male
ESG Score History

No data available for this company.

Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits