74Software (74SW) Fair Value & Analysis
Technology · FR · Market cap €1.0B
Fair value as of: Jul 19, 2026
From 23 valuation models · updated 22 days ago
Share price +6.4% over the past month.
Below-average quality, and screening another 13% overvalued on our models.
What matters now
- A fairly wide model range (€19.98 to €41.74) leaves room in how you read the outcome.
- Our model range runs from €19.98 (bear) to €41.74 (bull), base €33.40. The closer the price sits to the lower half, the larger the margin of safety.
- Quality 37/100 (below-average quality) with high evidence: the data supports the verdict.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 19, 2026.
How to read this chart
60‑month range €15.04 – €44.20 · fair‑value band €19.98 – €41.74 · the €38.50 price screens above the €33.40 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 19, 2026.
Analysis
74Software (74SW) currently trades at €38.50, while our model-based Fair Value estimate is €33.40, implying the stock looks roughly 13.3% overvalued today. The Quality Score stands at 37/100 (below-average quality), in the Technology sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: high).
Over the trailing twelve months, 74Software generated revenue of €707M at a net margin of 5.8%. Revenue grew 16.0% year over year. It earns a return on equity of 7.5%. Net debt stands at €193M. Fundamentals as of Jul 19, 2026
Our scenario range runs from €19.98 (bear case) to €41.74 (bull case); at €38.50, the current price sits within that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The last reported earnings sit well below what analysts expect (earnings in transition, for example after write-downs or an earnings dip); whether the stock is cheap or expensive hinges on the expected recovery actually arriving. Read the fair value with that caveat. The share trades about 14% below its 52-week high and 45% above its 52-week low, currently above its 200-day average. For context, the median of 10 Technology peers we cover trades at -27% fair-value upside, at -13%, 74SW screens cheaper than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 23 models by family
Widest divergence: DCF Models (€38.62) versus Asset-Based (€12.75). Highest evidence: Growth DCF (80).
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 19, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 41 · Market factors (momentum, volatility) 60
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
74Software operates as a software company in France. The company offers amplify platform that publish, validate, and govern APIs across multiple clouds, on-premises data centers, and gateway vendors; B2B integration, a structured and automated data exchange between organizations, enabling efficient, compliant and traceable business and supply chain …
Full company description
74Software operates as a software company in France. The company offers amplify platform that publish, validate, and govern APIs across multiple clouds, on-premises data centers, and gateway vendors; B2B integration, a structured and automated data exchange between organizations, enabling efficient, compliant and traceable business and supply chain processes; managed file transfer that secure critical file transfers under the axway brand name; application programming interface management, which provides applications to communicate and exchange services and data; Integration Platform as a Service, a cloud-based integration solutions, as well as financial accounting hub for integration, transformation and control of financial data under the axway brand name. It also provides specialty products that offers visibility, intelligence, and security across the digital ecosystem. In addition, the company offers banking and financing platform under SBS brand name. The company serves financial services, manufacturing, retail, public sector, transport and logistic, and healthcare sectors. 74Software was formerly known as Axway Software SA and changed its name to 74Software in December 2024. The company was incorporated in 2000 and is headquartered in Scottsdale, Arizona.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
74Software reported revenue of €707M in FY2025 versus €286M in FY2021, a compound +25.4%/yr. Reported net income was €40.8M in FY2025, compounding +43.6%/yr from FY2021.
74SW screens 13% overvalued. Compare with SAP SE →
Peer Group
Software - Application · 709 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Software - Application median · lower = cheaper
Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Software - Application stocks, each showing price versus our Fair Value estimate (as of Jul 19, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| SAP SE SAPS | C$12.69 | C$16.26 | +28% |
| Shopify Inc SHOP | C$173.23 | C$20.54 | -88% |
| Uber Technologies, Inc UBER | $72.67 | $51.11 | -30% |
| Salesforce, Inc CRM | $170.77 | $182.10 | +7% |
| ServiceNow, Inc NOW | $107.71 | $33.12 | -69% |
| Cadence Design Systems, Inc CDNS | $384.17 | $80.41 | -79% |
| Snowflake Inc SNOW | $271.87 | $34.04 | -87% |
| Adobe Inc ADBE | $230.61 | $379.48 | +65% |
| Automatic Data Processing, Inc ADP | $241.92 | $177.51 | -27% |
| Intuit Inc INTU | $291.09 | $258.69 | -11% |
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
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