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Employees: 2,830
Size Lectra (LSS.PA) is a France Information Technology company (Packaged Software) with a market value of $754M, the 150th largest of 206 France companies the cockpit tracks. Shares closed at €17.78 on 6 Nov 2026.
Performance Over six months the shares gained 10.2%, against -11.3% for the median peer and -0.4% for the France market (cap-weighted) — 6th highest of 21 in its peer set.
Growth Revenue fell 6.0% over the last twelve months (peer median +12.9%); the operating margin is 6.3% (peer median 6.9%).
Valuation It trades at 21.7× forward earnings against a peer median of 17.4× (6th most expensive of 14).
Price implies For today's price to make sense, revenue must grow about 13% a year for seven years (Req g). Recent delivered growth is +16%, so the hurdle is -4 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 3.7 points below its cost of capital (8.8% WACC).
Next results Next results expected around 10 Feb 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | €485M | €507M | €527M | €478M | €522M |
| Revenue growth | — | -4% | +10% | -8% | — |
| Gross profit | €359M | €329M | €336M | €304M | €319M |
| EBITDA | €70.3M | €75.1M | €85.4M | €69.9M | €91.3M |
| Net income | €26.0M | €26.0M | €31.2M | €33.9M | €44.4M |
| Free cash flow | €74.5M | €69.9M | €85.8M | €56.3M | €53.3M |
| Capital expenditure | €12.0M | €10.0M | €6.77M | €7.08M | €7.69M |
| Total debt | €136M | €112M | €135M | €129M | €154M |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | LSS.PA | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -13.1% | +2.0% | 4th lowest of 21 |
| 6-month return | +10.2% | -11.3% | 6th highest of 21 |
| Distance from 52-week high | -30.3% | -43.0% | 8th highest of 21 |
| Revenue growth (TTM) | -6.0% | +12.9% | 6th lowest of 21 |
| Operating margin | 6.3% | 6.9% | 10th lowest of 21 |
| Forward P/E | 21.7× | 17.4× | 6th most expensive of 14 |
| Growth the price implies (Req g, 7 yrs) | 12.6% | 11.3% | 8th most demanding of 16 |
| Growth delivered (Del g) | +16.5% | +14.9% | 7th highest of 16 |
| Hurdle (Req g minus delivered) | -3.9 pp | -9.2 pp | 7th most demanding of 16 |
| ROIC minus cost of capital | -3.7 pp | -2.8 pp | 9th lowest of 19 |
| EV / EBITDA | 10.9× | 10.7× | 6th most expensive of 12 |
| Net debt / EBITDA | 1.2× | 0.0× | 5th most indebted of 13 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Lectra LSS.PA | France | $754M | +10% | -6% | 6% | 21.7× | 12.6% | +16.5% |
| Linewell Software 603636.SS | China | $755M | -2% | -42% | -111% | 22.4× | 16.4% | -11.5% |
| WingArc1st 4432.T | Japan | $755M | +29% | +15% | 30% | 15.4× | -7.6% | +11.1% |
| Truecaller TRUE-B.ST | Sweden | $750M | +69% | -16% | 19% | 24.7× | 11.3% | +31.2% |
| SGSG Science & Technology Co., Ltd. Zhuhai 300561.SZ | China | $749M | -14% | +13% | -40% | n/a | n/a | n/a |
| Sichuan Jiuyuan Yinhai Software 002777.SZ | China | $746M | -22% | -13% | 4% | 46.9× | 31.2% | +1.3% |
| Shenzhen Bingchuan Network 300533.SZ | China | $763M | -18% | -5% | -10% | n/a | 4.7% | +46.0% |
| Beijing Supermap Software 300036.SZ | China | $744M | -33% | -24% | -21% | n/a | 30.5% | -1.2% |
| Shenzhen Tianyuan DIC Information Technology 300047.SZ | China | $743M | -32% | +14% | 1% | n/a | n/a | n/a |
| Intellect Design Arena INTELLECT.NS | India | $766M | -34% | +17% | 12% | 17.0× | 28.1% | +15.2% |
| IRESS IRE.AX | Australia | $739M | -4% | -14% | 17% | 12.8× | 10.2% | +0.5% |
| LINK Mobility LINK.OL | Norway | $771M | -9% | +16% | 6% | 16.1× | 5.7% | +14.9% |
| MNTN MNTN | United States | $776M | -38% | +21% | 15% | 10.3× | 0.2% | +41.0% |
| Docebo DCBO.TO | Canada | $732M | +44% | +11% | 9% | 17.4× | 14.1% | +32.1% |
| CiDi 3881.HK | Hong Kong | $777M | -43% | +139% | -48% | n/a | n/a | n/a |
| Dynavox DYVOX.ST | Sweden | $778M | -14% | +10% | 13% | 24.0× | 7.6% | +22.5% |
| New Trend International Logis-Tech 300532.SZ | China | $728M | -7% | +56% | 7% | n/a | n/a | n/a |
| Asseco Business Solutions ABS.WA | Poland | $728M | -6% | +15% | 33% | 17.5× | 3.8% | +11.1% |
| Phreesia PHR | United States | $783M | +24% | +13% | 5% | 22.2× | 13.4% | +26.4% |
| Everplay EVPL.L | United Kingdom | $784M | +52% | +1% | 15% | 11.6× | 13.9% | +14.9% |
| CaoCao 2643.HK | Hong Kong | $725M | -59% | +38% | -3% | n/a | n/a | n/a |