74SOFTWARE (74SW) AI Stock Analysis

• Market Cap: €1.08B
• Dividend Yield: N/A
• Average Volume (3M): 2.41K
• Price to Earnings (P/E): 21.3
• Beta (1Y): 0.52
• Revenue Growth: 103.99%
• EPS Growth: 17.53%
• Country: FR
• Employees: 4,734
• Sector: Technology
• Sector Strength: 88
• Industry: Software - Application
• EPS (TTM): 0.20
• Shares Outstanding: 29,746,195
• 10 Day Avg. Volume: 2,267
• 30 Day Avg. Volume: 2,409
• PEG Ratio: N/A
• Price to Book (P/B): 0.00
• Price to Sales (P/S): 0.00
• P/FCF Ratio: 0.00
• Enterprise Value/Market Cap: N/A
• Enterprise Value/Revenue: N/A
• Enterprise Value/Gross Profit: N/A
• Enterprise Value/Ebitda: N/A
• 1Y Price Target: €51.33
• Price Target Upside: 38.73% Upside
• Rating Consensus: Moderate Buy
• Number of Analyst Covering: 3

• Rating: 66 Neutral
• Price Target: €42.00 ▲(13.51% Upside)

The overall stock score reflects strong financial performance driven by revenue growth and improved gross margins. However, challenges in profitability, increased leverage, and cash flow management are significant concerns. Technical indicators suggest neutral to slightly bearish momentum, and the valuation is moderate. The absence of earnings call data and corporate events limits further insights.

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 in accordance with compliance policies; Axway B2B Integration which manages business interactions across all value chains within the company; amplify platform, a management and governance platform to unify software infrastructures, streamline analysis, and deployment of digital services; Axway Financial Accounting Hub, automating and centralizing the management of accounting and financial processes; and Axway Managed Cloud Services, a cloud platform that manages critical business process. It provides specialty products that offers visibility, intelligence, and security across the digital ecosystem. The company serves banking and financial, healthcare, life sciences, automotive, energy and utilities, government, insurance, manufacturing and consumer packaged goods, and public sector industries. The company was formerly known as Axway Software SA and changed its name to 74Software in December 2024. 74Software was incorporated in 2000 and is headquartered in Scottsdale, Arizona.

How the Company Makes Money

74SOFTWARE generates revenue primarily through its software development services, which include project-based contracts and ongoing maintenance agreements. Key revenue streams come from custom software solutions tailored to specific client needs, licensing of proprietary software products, and subscription-based cloud services. Additionally, the company has formed strategic partnerships with major technology firms to enhance its service offerings and expand its market reach, which contributes to its overall earnings.

74SOFTWARE Financial Statement Overview

Summary

Income Statement

Balance Sheet

Cash Flow

Breakdown	Dec 2024	Dec 2023	Dec 2022	Dec 2021	Dec 2020
Income Statement
Total Revenue	461.88M	318.98M	314.03M	285.55M	297.23M
Gross Profit	212.80M	114.44M	95.90M	78.54M	114.15M
EBITDA	80.78M	66.64M	-28.80M	38.06M	34.99M
Net Income	39.17M	35.83M	-40.05M	9.60M	8.48M
Balance Sheet
Total Assets	1.24B	594.59M	571.07M	582.91M	559.35M
Cash, Cash Equivalents and Short-Term Investments	41.44M	16.68M	18.32M	25.36M	16.16M
Total Debt	346.13M	116.20M	117.25M	95.39M	78.74M
Total Liabilities	708.47M	248.32M	243.25M	210.69M	203.88M
Stockholders Equity	532.28M	346.26M	327.81M	372.21M	355.46M
Cash Flow
Free Cash Flow	19.77M	29.72M	10.64M	10.12M	4.38M
Operating Cash Flow	31.70M	32.15M	12.96M	12.94M	12.12M
Investing Cash Flow	-312.94M	-12.63M	-11.10M	-2.83M	-8.11M
Financing Cash Flow	304.69M	-21.10M	-9.45M	-1.73M	-7.86M

74SOFTWARE Technical Analysis

• Technical Analysis Sentiment: Neutral
• Last Price: 37.00
• 50DMA: Negative
• 100DMA: Negative
• 200DMA: Positive
• MACD: Positive
• RSI: Neutral
• STOCH: Positive

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For FR:74SW, the sentiment is Neutral. The current price of 37 is below the 20-day moving average (MA) of 39.08, below the 50-day MA of 38.95, and above the 200-day MA of 33.42, indicating a neutral trend. The MACD of -0.14 indicates Positive momentum. The RSI at 37.12 is Neutral, neither overbought nor oversold. The STOCH value of 11.95 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for FR:74SW.

74SOFTWARE Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
SWP	71 Outperform	336.78M	16.45	22.85%	5.67%	14.40%	1.92%
QDT	69 Neutral	547.80M	8.28	5.93%	4.37%	2.84%	-2.45%
ALBFR	68 Neutral	310.60M	38.93	20.04%	―	25.69%	38.74%
74SW	66 Neutral	€1.08B	21.33	9.71%	―	103.99%	17.53%
LIN	64 Neutral	269.12M	9.89	20.30%	3.15%	0.23%	10.46%
LSS	59 Neutral	892.33M	29.44	9.39%	1.69%	5.07%	-4.31%
Sector *	61 Neutral	$37.18B	12.37	-10.20%	1.83%	8.50%	-7.62%