olivLaw · European equity research
74software 74SW.PA
France · Euronext Paris · ISIN FR0011040500 · Vertical: Listed companies from France
At the close of 04 Nov 2026, 74software (74SW.PA) stock was 34.40 EUR (+0.29% on the day), with market capitalisation 806.8 m EUR, P/E 21.2 on diluted EPS of 1.62 EUR over the last 12 months, dividend yield 1.16%, beta 0.33, 52-week range 27.00–41.50 EUR.
Data as of · Source: ESEF annual reports and closing prices, computed by olivLaw.
Price history
Loading chart…
Technical reading
- RSI (14)
- 31.7
- weak (30–45)
- Bollinger (20, 2)
- 34.54 – 39.53
- below the lower band · %B -0.03 · band width 13.5%
- SMA 50 / 200
- 37.82 / 35.98
- mixed trend
- MACD (12, 26, 9)
- -0.71 / -0.36
- MACD below signal
Indicators describe past prices; on their own they do not predict direction. On our history the RSI ≤ 40 filter added no return (see the signals methodology).
Performance
| Company | EURO STOXX 50 | vs EURO STOXX 50 | Vertical median | |
|---|---|---|---|---|
| 1 month | −6.3% | −1.5% | −4.8 pp | — |
| 3 months | −9.2% | −5.3% | −4.0 pp | — |
| 6 months | −7.0% | +4.7% | −11.7 pp | — |
| Year to date | −17.1% | +6.0% | −23.1 pp | — |
| 1 year | −5.5% | +8.2% | −13.7 pp | −7.0% |
| 3 years | +48.9% | +47.2% | +1.7 pp | −17.3% |
| 5 years | +22.0% | +41.8% | −19.8 pp | — |
Price returns, dividends excluded.
Quarterly results
ESEF annual reports carry no quarters: the results are annual (below).
E/P over time
E/P = trailing-12-month diluted EPS / price at quarter end. E/P is the inverse of P/E and stays defined when earnings are negative.
Today's P/E sits at the 67 percentile of its own 3-quarter history (min 15.9, median 17.0, max 62.6; quarters with earnings only).
Fiscal years
| Fiscal year | 2021 | 2022 | 2023 | 2024 |
|---|---|---|---|---|
| Revenue | 285.5 m | 314.0 m | 319.0 m | 461.9 m |
| Revenue YoY | unavailable | +10.0% | +1.6% | +44.8% |
| Net income | 9.6 m | -40.0 m | 35.8 m | 39.2 m |
| Net income YoY | unavailable | −517.0% | unavailable | +9.3% |
| Diluted EPS | 0.43 | -1.85 | 1.66 | 1.62 |
| Diluted EPS YoY | unavailable | −530.2% | unavailable | −2.4% |
| net % | 3.4% | -12.8% | 11.2% | 8.5% |
| Free cash flow | unavailable | unavailable | unavailable | unavailable |
Balance sheet & financial health
Fiscal year 2024 · 31 Dec 2024
- Cash
- 41.4 m EUR
- Financial debt
- 291.7 m EUR
- Net debt
- 250.3 m EUR
- Equity
- 532.4 m EUR
- Total assets
- 1.2 bn EUR
- Debt / equity
- 0.55x
- Current ratio
- 1.39x
- ROE
- 8.9%
- ROA
- 4.3%
- FCF margin
- unavailable
Financial statements (source on every figure)
Revenue and net income (EUR)
Margins
Income statement · EUR
| Line | 2021 | 2022 | 2023 | 2024 | Source (latest year) |
|---|---|---|---|---|---|
| Revenue | 285.5 m | 314.0 m | 319.0 m | 461.9 m | esef· 15 Apr 2025verified |
| Operating income | 17.3 m | -46.4 m | 47.6 m | 61.4 m | esef· 15 Apr 2025verified |
| Income tax | 6.9 m | -7.4 m | 7.0 m | 7.4 m | esef· 15 Apr 2025verified |
| Net income | 9.6 m | -40.0 m | 35.8 m | 39.2 m | esef· 15 Apr 2025verified |
| Diluted EPS | 0.43 | -1.85 | 1.66 | 1.62 | esef· 15 Apr 2025verified |
| Dividend per share | — | — | 0.40 | — | esef· 26 Mar 2024verified |
Balance sheet · EUR
| Line | 2021 | 2022 | 2023 | 2024 | Source (latest year) |
|---|---|---|---|---|---|
| Cash | 25.4 m | 18.3 m | 16.7 m | 41.4 m | esef· 15 Apr 2025verified |
| Inventories | — | — | 0 | 4.5 m | esef· 15 Apr 2025verified |
| Current assets | 158.3 m | 197.1 m | 227.0 m | 436.9 m | esef· 15 Apr 2025verified |
| Property, plant & equipment, net | 14.3 m | 12.5 m | 9.3 m | 19.4 m | esef· 15 Apr 2025verified |
| Goodwill | 348.3 m | 297.8 m | 302.1 m | 497.4 m | esef· 15 Apr 2025verified |
| Intangibles (excl. goodwill) | 15.1 m | 8.7 m | 5.1 m | 192.3 m | esef· 15 Apr 2025verified |
| Total assets | 582.9 m | 571.1 m | 594.6 m | 1.2 bn | esef· 15 Apr 2025verified |
| Short-term debt | 1.7 m | 3.2 m | 4.3 m | 27.4 m | esef· 15 Apr 2025verified |
| Long-term debt | 60.1 m | 84.6 m | 88.0 m | 264.4 m | esef· 15 Apr 2025verified |
| Current liabilities | 109.8 m | 123.5 m | 124.1 m | 313.8 m | esef· 15 Apr 2025verified |
| Total liabilities | 210.7 m | 243.3 m | 248.3 m | 708.5 m | esef· 15 Apr 2025verified |
| Equity | 372.2 m | 327.8 m | 346.3 m | 532.4 m | esef· 15 Apr 2025verified |
| Shares outstanding at year end | 21.3 m | 21.6 m | 21.0 m | 23.5 m | esef· 15 Apr 2025derived |
Cash flow · EUR
| Line | 2021 | 2022 | 2023 | 2024 | Source (latest year) |
|---|---|---|---|---|---|
| Operating cash flow | 12.9 m | 13.0 m | 32.1 m | 31.7 m | esef· 15 Apr 2025verified |
| Investing cash flow | -2.8 m | -11.1 m | -12.6 m | -312.9 m | esef· 15 Apr 2025verified |
| Financing cash flow | -1.7 m | -9.4 m | -21.1 m | 304.7 m | esef· 15 Apr 2025verified |
| Share repurchases | 9.5 m | 13.7 m | 4.8 m | 1.7 m | esef· 15 Apr 2025verified |
Computed indicators
Growth
Profitability
Returns
Balance sheet
Liquidity
Cash
Efficiency
Market and valuation
1 indicators that do not apply to the sector.
Valuation
olivLaw classification
- score weight coverage: 54.2% of at least 60%
A scoring methodology on indicators and valuation, not investment advice.
Closing price
04 Nov 2026Source: olivLaw, closing series
Market cap: 806.8 m EUR
Key indicators
Coverage and freshness
The data is older than the freshness threshold.
Score by group
54% · Insufficient data
Estimated value range
The combined range = the median of the valid methods' low, central and high values; it is not a probability interval and does not cover every result. Envelope of all methods: 17.72 – 48.49 EUR.
Methods computed but outside the aggregate range: Dividend discount (DDM) (a small share of earnings is paid as dividends (capital returns through buybacks): the dividend model does not describe the value and stays outside the aggregate).
Valuation assumptions are editorial choices, not measured; beta is not measured.
Method ranges (EUR per share)
— — Mid · ▏ Price
Valuation methods
- DCF (discounted cash flow)unavailable · input data missing
- Peers: EV/EBITDAunavailable · input data missing
- Peers: P/E17.72 – 48.49 (Mid 27.45)20 companies used · median multiple 16.9x · quartiles 10.9x – 29.9xABEO.PA, AC.PA, ADP.PA, AF.PA, AI.PA, ALBON.PA, ALCIS.PA, ALCLA.PA, ALFER.PA, ALHEX.PA, ALO.PA, ALPWG.PA, ALSOG.PA, ANTIN.PA, ARAMI.PA, ATE.PA, AUB.PA, AURE.PA, BB.PA, BN.PA
- Dividend discount (DDM)outside the aggregate5.44 – 7.42 (Mid 6.28)a small share of earnings is paid as dividends (capital returns through buybacks): the dividend model does not describe the value and stays outside the aggregate
Assumptions (illustrative, editorial)
- Risk-free rate
- 3.0%
- Equity risk premium
- 5.5%
- Beta (default)
- 1.00
- Cost of equity
- 8.5%
- Terminal growth
- 2.0%
Factor scorecard
Insufficient data
Minimum-evidence gate: score weight coverage: 54.2% of at least 60%
| Factor | Value | Score | Weight used |
|---|---|---|---|
| ROIC · Quality | 8.6% | 52 (vs peers) | 19% |
| Net margin · Quality | 8.5% | 87 (vs peers) | 12% |
| FCF conversion · Quality | unavailable | unavailable | — |
| Revenue CAGR 3Y · Growth | 17.4% | 100 (on a fixed band) | 15% |
| EPS CAGR 3Y · Growth | 55.6% | 100 (on a fixed band) | 15% |
| Net debt / EBITDA · Balance sheet | unavailable | unavailable | — |
| Interest coverage · Balance sheet | unavailable | unavailable | — |
| Current ratio · Balance sheet | 1.4x | 49 (on a fixed band) | 8% |
| P/E (TTM) · Valuation | 21.2x | 48 (vs peers) | 19% |
| EV/EBITDA · Valuation | unavailable | unavailable | — |
| FCF yield · Valuation | unavailable | unavailable | — |
| Shareholder yield (distributions) · Returns | 0.2% | 3 (on a fixed band) | 12% |
| Payout ratio (FCF) · Returns | unavailable | unavailable | — |
Factors without a value were dropped; the remaining weights were renormalised.
Score groups
- Balance sheet· partial49/100 · 1/3 factors with a value
- Growth100/100 · 2/2 factors with a value
- Quality65/100 · 2/3 factors with a value
- Returns· partial3/100 · 1/2 factors with a value
- Valuation· partial48/100 · 1/3 factors with a value
A «partial» group is computed from under half of its weight or from one factor: it is not a full assessment of the group.
Memo
74SOFTWARE (74SW.PA). Latest full fiscal year: 2024; data up to 2024-12-31.
Figures computed from the financial statements: revenue 461.9 m EUR in 2024; YoY growth 44.8%; net margin 8.5%; ROE 8.9%.
The estimated value range is 17.72–48.49 EUR per share (median of 1 methods, agreement: single method); assumptions are illustrative. Against the central value of 27.45 EUR, the price of 34.40 EUR leaves a potential of -20.2% (value / price − 1) and a margin of safety of -25.3% (1 − price / value). The range is the median of the methods' low, central and high values, not a probability interval.
Insufficient data for a verdict (score weight coverage: 54.2% of at least 60%).
Text generated deterministically from the figures shown; no language model. Not investment advice.
What supports the thesis
- Net margin: 8.5%
- Revenue CAGR 3Y: 17.4%
- EPS CAGR 3Y: 55.6%
What contradicts it
- Shareholder yield (distributions): 0.2%
Not assessed (insufficient data or a ratio without meaning): FCF conversion, Net debt / EBITDA, Interest coverage, EV/EBITDA, FCF yield, Payout ratio (FCF).
Versus the vertical median
Listed companies from France · same country · compared with 39 companies
Multiples and returns vs the median
Price rebased to 100 (monthly, 5 years)
Companies in the vertical
| Market cap | P/E | ROE | Net margin | Revenue YoY | 1A / 3A | |
|---|---|---|---|---|---|---|
| AI.PAL'air Liquide Societe Anonyme Pour L'etude Et L'exploitation Des Procedes Georges Claude | 107.9 bn | 32.8 | 12.9% | 12.2% | −2.0% | +25% / +30% |
| BN.PADanone | 43.5 bn | 21.6 | 11.9% | 7.4% | −0.9% | −12% / +15% |
| AC.PAAccor | 13.8 bn | 30.7 | 9.6% | 8.0% | +0.6% | +6% / +55% |
| ADP.PAAeroports De Paris | 11.6 bn | 34.0 | 7.8% | 5.6% | +12.1% | −7% / +4% |
| AKE.PAArkema | 7.0 bn | 113.4 | 0.9% | 0.7% | −5.0% | +10% / −38% |
| ALO.PAAlstom | 5.9 bn | 18.6 | 3.1% | 1.7% | +3.7% | −51% / −2% |
| AF.PAAir France - Klm | 3.8 bn | 12.1 | — | 1.0% | +4.8% | +7% / −3% |
| ATE.PAAlten | 3.1 bn | 29.7 | 4.8% | 2.6% | −1.1% | +34% / −28% |
| BB.PASociete Bic | 2.6 bn | 30.8 | 5.0% | 4.1% | −4.8% | +30% / +4% |
| ANTIN.PAAntin Infrastructure Partners | 1.4 bn | 13.1 | 21.9% | 36.6% | −8.1% | −23% / −34% |
| 74SW.PA74software | 806.8 m | 21.2 | 8.9% | 8.5% | +44.8% | −11% / +43% |
| AUB.PAAubay | 671.2 m | 17.9 | 13.6% | 6.3% | +11.3% | +4% / +46% |
| ASY.PAAssystem | 507.8 m | 70.0 | 2.5% | 1.1% | +7.4% | −19% / −18% |
| ATO.PAAtos Se | 503.9 m | — | -23,400.0% | -17.5% | −16.5% | −42% / −94% |
| ARAMI.PAAramis Group | 293.9 m | 14.8 | 10.0% | 0.8% | +6.3% | −34% / −17% |
| ARVEN.PAArverne Group | 246.9 m | — | -14.0% | -115.3% | +27.0% | +20% / −34% |
| BGO.PACompagnie Chargeurs Invest | 184.8 m | — | -8.6% | -5.7% | −2.9% | unavailable / unavailable |
| ALCIS.PACatering International & Services | 148.2 m | 29.0 | 9.3% | 1.9% | +5.8% | +42% / +111% |
| ALCGM.PACegedim | 145.3 m | — | -2.6% | -1.2% | +10.9% | −25% / −49% |
| ALHEX.PAHexaom | 143.3 m | 6.6 | 9.9% | 2.2% | +13.1% | −32% / +7% |
| ATEME.PAAteme | 133.9 m | 140.6 | 2.8% | 1.0% | +2.2% | +69% / +65% |
| ALBON.PACompagnie Lebon | 108.5 m | 16.0 | 4.2% | 8.8% | −17.9% | +3% / +5% |
| ALHYF.PALhyfe | 75.9 m | — | -33.4% | -570.5% | +287.2% | unavailable / unavailable |
| ABEO.PAAbeo | 62.3 m | 7.4 | 6.9% | 3.0% | +12.6% | −11% / −53% |
| ALFER.PASergeferrari Group | 60.6 m | 11.3 | 5.1% | 1.5% | +7.4% | −34% / −28% |
1- and 3-year price returns: for 74SW.PA from daily closes (the same as the performance table), for the other companies from month-end closes.
olivLaw engine forecast
The world engine ran after the company's latest material disclosure. Probabilities are of TOUCHING a level within the horizon (not closing there) and sit next to the random walk (p_rw), the no-information benchmark.
The engine has no published run for this company yet.
Valuation scenarios (editable assumptions)
Illustrative scenarios
Illustrative: not forecasts and without probabilities. Each case is one coherent set of assumptions, computed on today's figures.
Estimated price (EUR)
| Estimated price | Bear | Base | Bull |
|---|---|---|---|
| 1 years | 23.17 Total return -32% · Per year -32% | 40.78 Total return 20% · Per year 20% | 61.17 Total return 79% · Per year 79% |
| 3 years | 27.49 Total return -17% · Per year -6% | 53.93 Total return 62% · Per year 17% | 88.09 Total return 162% · Per year 38% |
| 5 years | 32.60 Total return 1% · Per year 0% | 71.33 Total return 117% · Per year 17% | 126.85 Total return 281% · Per year 31% |
- Exit P/E± 13.48
- Net margin± 9.44
- Annual revenue growth± 7.04
- Annual dilution± 0.79
AI analysis
The qualitative analysis has not been written for this company yet.
Products, market & competition
The qualitative analysis has not been written for this company yet.
News & filings
In the press
No news in our archive over the last 180 days.
Annual reports (ESEF)
- Annual report 202415 Apr 2025
- Annual report 202326 Mar 2024
Figures computed by olivLaw from ESEF annual reports and closing prices; the qualitative analysis is AI-generated from cited sources. Not investment advice.