74software (74SW.PA)
Scottsdale, AZ, US
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.
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +1.60% | -1.30% | +6.72% | +12.06% | -1.80% | -8.19% | -0.78% | +78.87% | +23.70% | +88.89% | +54.19% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
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.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 1 | 0 |
| Buy | 5 | +1 |
| Hold | 1 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
-
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)
* 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.
| 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
|
—
— – —
|
| 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
Ownership Overview
Ownership breakdown not available.
No beneficial ownership filings recorded.
Institutional Activity (13F)
Institutional history not available.
Top holders not available.
ETF Ownership
| # | 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
No insider activity available.
Insider history not available.
No recent insider transactions.
Executive team
Executive compensation
Executive compensation not available.
No CEO compensation history available.
Proxy statements
No proxy statements available for this company yet.
Recent SEC filings
No SEC filings available for this company yet.
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| 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 |
No data available for this company.
No Senate trading activity found for this company.
No House trading activity found for this company.
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Community Opinion for 74SW.PA
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

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