74SOFTWARE (FR:74SW)
:74SW
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74SOFTWARE
(74SW)
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Select Model
Rating:61Neutral
Price Target:
€33.00
▼(-17.29% Downside)
Action:ReiteratedDate:03/24/26
The score is primarily supported by improved operating fundamentals and manageable leverage, but capped by weak free-cash-flow quality and softer bottom-line conversion in 2025. Technicals are bearish with the price below key moving averages and negative MACD, and valuation appears demanding at ~30x earnings with no dividend yield.
Positive Factors
Revenue Acceleration
Sustained revenue re-acceleration into 2024–2025 indicates improving product-market fit and growing demand. That durable top-line momentum supports scale economies, capacity to invest in product and sales, and reduces execution risk over the next several quarters.
Negative Factors
Weak Free Cash Flow Conversion
Zero free cash flow in 2025 despite higher operating cash flow signals working-capital swings or elevated capex that absorb operating inflows. Persistently weak cash conversion undermines self-funding of growth and raises reliance on external financing over the medium term.
Read all positive and negative factors
Positive Factors
Negative Factors
Revenue Acceleration
Sustained revenue re-acceleration into 2024–2025 indicates improving product-market fit and growing demand. That durable top-line momentum supports scale economies, capacity to invest in product and sales, and reduces execution risk over the next several quarters.
Read all positive factors
74SOFTWARE (74SW) vs. iShares MSCI France ETF (EWQ)
Market Cap
€881.88M
Dividend YieldN/A
Average Volume (3M)1.85K
Price to Earnings (P/E)8.7
Beta (1Y)0.45
Revenue Growth103.99%
EPS Growth17.53%
CountryFR
Employees4,734
SectorTechnology
Sector Strength88
IndustrySoftware - Application
Share Statistics
EPS (TTM)1.19
Shares Outstanding29,746,195
10 Day Avg. Volume1,207
30 Day Avg. Volume1,855
Financial Highlights & Ratios
PEG Ratio-1.78
Price to Book (P/B)2.20
Price to Sales (P/S)1.72
P/FCF Ratio0.00
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
€46.00Price Target Upside15.29% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering3
EPS Forecast (FY)2.6
Revenue Forecast (FY)€732.89M
74SOFTWARE Business Overview & Revenue Model
Company Description
74Software operates as an infrastructure software publisher in France, rest of Europe, the Americas, and the Asia Pacific. The company offers amplify software products comprising Axway Managed File Transfer that manages the critical data streams i...
74SOFTWARE Financial Statement Overview
Summary
Income Statement
74
Positive
Balance Sheet
71
Positive
Cash Flow
58
Neutral
| Breakdown | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 707.20M | 461.88M | 318.98M | 314.03M | 285.55M |
| Gross Profit | 475.10M | 212.80M | 114.44M | 95.90M | 78.54M |
| EBITDA | 84.40M | 80.78M | 66.64M | -28.80M | 38.06M |
| Net Income | 40.80M | 39.17M | 35.83M | -40.05M | 9.60M |
Balance Sheet | |||||
| Total Assets | 1.20B | 1.24B | 594.59M | 571.07M | 582.91M |
| Cash, Cash Equivalents and Short-Term Investments | 48.40M | 41.44M | 16.68M | 18.32M | 25.36M |
| Total Debt | 241.40M | 346.13M | 116.20M | 117.25M | 95.39M |
| Total Liabilities | 644.40M | 708.47M | 248.32M | 243.25M | 210.69M |
| Stockholders Equity | 553.50M | 532.28M | 346.26M | 327.81M | 372.21M |
Cash Flow | |||||
| Free Cash Flow | 0.00 | 19.77M | 29.72M | 10.64M | 10.12M |
| Operating Cash Flow | 110.90M | 31.70M | 32.15M | 12.96M | 12.94M |
| Investing Cash Flow | -26.40M | -312.94M | -12.63M | -11.10M | -2.83M |
| Financing Cash Flow | -76.00M | 304.69M | -21.10M | -9.45M | -1.73M |
74SOFTWARE Technical Analysis
Negative
39.90
Price Trends
32.95
Negative
35.62
Negative
36.86
Negative
Market Momentum
-0.48
Positive
41.14
Neutral
26.53
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For FR:74SW, the sentiment is Negative. The current price of 39.9 is above the 20-day moving average (MA) of 32.41, above the 50-day MA of 32.95, and above the 200-day MA of 36.86, indicating a bearish trend. The MACD of -0.48 indicates Positive momentum. The RSI at 41.14 is Neutral, neither overbought nor oversold. The STOCH value of 26.53 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for FR:74SW.
74SOFTWARE Peers Comparison
UnderperformOutperform
Sector (61)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
73 Outperform | €63.39M | 6.23 | 18.06% | 0.55% | 6.71% | 7.79% | |
67 Neutral | €290.99M | 10.19 | 25.51% | 5.63% | 14.40% | 1.92% | |
67 Neutral | €980.80M | 33.16 | ― | 1.37% | 13.17% | 22.60% | |
61 Neutral | $37.18B | 12.37 | -10.20% | 1.83% | 8.50% | -7.62% | |
61 Neutral | €881.88M | 8.71 | 9.71% | ― | 103.99% | 17.53% | |
58 Neutral | €187.77M | 21.50 | 21.64% | ― | 24.74% | 18.04% | |
53 Neutral | €384.83M | -8.19 | 5.80% | 4.90% | 0.13% | 11.29% |
* Technology Sector Average
FR:74SW
74SOFTWARE
30.30
-1.00
-3.19%
FR:COH
Coheris
11.15
3.17
39.72%
FR:QDT
Quadient SA
11.24
-3.92
-25.87%
FR:SWP
SWORD GROUP SE
30.50
0.93
3.15%
FR:ALBFR
Sidetrade SA
133.00
-109.00
-45.04%
FR:PLNW
Planisware Societe anonyme
13.96
-8.78
-38.61%
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.