Obermatt

74Software

PAR:74SW · FR0011040500
SoftwareMedium

360

54
EV / EBIT60
Price / Owner Earnings24
Owner Earnings Yield45
Dividend Yield65
Price/Sales69
EV / Gross Profit20
Price/Book72
Return on Capital57
Cash Return on Capital39
Return on Equity48
EBIT Margin55
Gross Profitability8
Cash Conversion81
Accruals53
Owner Earnings Margin34
Sales growth26
Profit Growth64
Long-Term EPS Growth92
Owner Earnings Growth32
Reinvestment15
Price momentum76
Debt load36
Refinancing79
Debt Payback15
Liquidity27
Analyst ratings53
Opinion Changes93
Price Target Upside28
Market mood21
Value Creation10/20creating some value
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

74Software clears its cost of capital, but the record is mixed across the five tests. Real value creation, just not yet consistent.

Profile

CountryFrance
IndustrySoftware
SizeMedium
TypePublic Company
ExchangeENXTPA
Founded2000
Employees1,451
ISINFR0011040500
Last UpdateApr 2, 2026
Index & Theme
File SharingData IntegrationSoftware DevelopmentTeam CollaborationEDI (Electronic Data Interchange)

Description

74Software operates as a software company in France. The company offers amplify platform that build, publish, validate, and govern APIs across multiple clouds, on-premises data centers, and gateway vendors; B2B integration which secure and simplify d…

Analysis

Middle-of-the-road

74Software sits in the middle of our grid: average quality, average price, no obvious signal in either direction.

On valuation, the picture is expensive. The owner-earnings multiple stands at 29.1×; owner earnings: the cash an owner could take out each year. The implied growth embedded in that price is around 11% a year, against analyst forecasts of 27%. The price, in other words, assumes less than the experts do.

Growth is solid; the safety picture is adequate. The company scores 10/20 on our value-creation score: creating some value.

Flags to be aware of: A large part of the company's book value is the price paid for past acquisitions. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
39
2023202420252026

All-time high

100

Jan 2025

All-time low

39

Jun 2026

Average rank

82

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
69
87
86
93
Price/Earnings
65
87
78
68
Price/Book
72
84
82
94
Dividend Yield
65
90
94
94
Value (overall)
87
96
98
99

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →