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Employees: 3,387
Size TXT e-solutions (TXT.MI) is an Italy Information Technology company (Packaged Software) with a market value of $610M, the 102nd largest of 123 Italy companies the cockpit tracks. Shares closed at €46.25 on 6 Nov 2026.
Performance Over six months the shares gained 29.4%, against -23.0% for the median peer and +3.1% for the Italy market (cap-weighted) — 3rd highest of 20 in its peer set.
Growth Revenue grew 21.9% over the last twelve months (peer median +19.0%); the operating margin is 6.4% (peer median -5.4%).
Valuation It trades at 16.5× forward earnings against a peer median of 27.7× (4th cheapest of 10).
Price implies For today's price to make sense, revenue must grow about 10% a year for seven years (Req g). Recent delivered growth is +42%, so the hurdle is -32 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 0.0 points above its cost of capital (7.2% WACC).
Next results Next results expected around 12 Nov 2026 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | €433M | €394M | €305M | €224M | €151M |
| Revenue growth | — | +29% | +36% | +49% | — |
| Gross profit | €46.3M | €152M | €94.1M | €71.9M | €46.2M |
| EBITDA | €52.9M | €61.5M | €39.2M | €32.3M | €21.7M |
| Net income | €11.9M | €23.3M | €15.9M | €15.5M | €12.0M |
| Free cash flow | €51.2M | €33.6M | €19.1M | €19.8M | €16.2M |
| Capital expenditure | €24.4M | €19.5M | €10.1M | €14.2M | €1.69M |
| Total debt | €225M | €215M | €175M | €103M | €110M |
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 | TXT.MI | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -7.3% | -7.8% | 10th highest of 21 |
| 6-month return | +29.4% | -23.0% | 3rd highest of 20 |
| Distance from 52-week high | -17.1% | -44.1% | 2nd highest of 21 |
| Revenue growth (TTM) | +21.9% | +19.0% | 10th highest of 20 |
| Operating margin | 6.4% | -5.4% | 6th highest of 20 |
| Forward P/E | 16.5× | 27.7× | 4th cheapest of 10 |
| Growth the price implies (Req g, 7 yrs) | 10.3% | 22.8% | 3rd least demanding of 9 |
| Growth delivered (Del g) | +41.8% | +16.5% | highest of 9 |
| Hurdle (Req g minus delivered) | -31.5 pp | +1.1 pp | 2nd least demanding of 9 |
| ROIC minus cost of capital | +0.0 pp | -10.7 pp | 5th highest of 19 |
| EV / EBITDA | 12.4× | 11.3× | 2nd most expensive of 5 |
| Net debt / EBITDA | 2.0× | -1.6× | most indebted of 6 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| TXT e-solutions TXT.MI | Italy | $610M | +29% | +22% | 6% | 16.5× | 10.3% | +41.8% |
| Hangzhou Arcvideo Technology 688039.SS | China | $609M | -13% | +1% | -48% | n/a | n/a | n/a |
| Sophia Genetics SOPH | United States | $608M | +39% | +24% | -80% | n/a | n/a | n/a |
| Red Cat RCAT | United States | $617M | -61% | +693% | -150% | n/a | n/a | n/a |
| Horizon Quantum HQ | United States | $617M | +14% | n/a | n/a | n/a | n/a | n/a |
| Beijing ZZNode Technologies 003007.SZ | China | $617M | -23% | +64% | 20% | n/a | n/a | n/a |
| JST 6687.HK | Hong Kong | $603M | -28% | +26% | 11% | 14.5× | -11.9% | +30.3% |
| Terra Drone 278A.T | Japan | $618M | +564% | +14% | -26% | 69.9× | n/a | n/a |
| PKSHA Technology 3993.T | Japan | $602M | -8% | +74% | 16% | 28.2× | 16.6% | +24.1% |
| RaySearch Laboratories RAY-B.ST | Sweden | $618M | +1% | +3% | 19% | 27.7× | 7.3% | +15.6% |
| Zhejiang TOP Cloud-agri Technology 301556.SZ | China | $620M | -34% | -14% | 13% | 40.4× | 30.7% | +14.0% |
| Fuchun Technology 300299.SZ | China | $623M | -2% | +3% | 2% | n/a | 54.9% | -4.8% |
| Cognyte Software CGNT | United States | $597M | -27% | +28% | 5% | 12.7× | 22.2% | -2.0% |
| Gresgying Digital Energy Technology 600212.SS | China | $594M | -34% | -8% | -6% | 12.5× | 23.5% | +38.2% |
| Shanghai Amarsoft Information & Technology 300380.SZ | China | $628M | -30% | -2% | 4% | n/a | n/a | n/a |
| UISEE Technologies (Beijing) 1511.HK | Hong Kong | $593M | n/a | +24% | -71% | n/a | n/a | n/a |
| Shenzhen Sinovatio Technology 002912.SZ | China | $592M | -2% | +7% | -10% | 24.7× | n/a | n/a |
| Sansec Technology 688489.SS | China | $590M | -13% | +18% | -7% | 112.0× | n/a | n/a |
| Sichuan Discovery Dream Science & Technology 301213.SZ | China | $633M | -26% | +34% | 2% | n/a | n/a | n/a |
| Mingchen Health 002919.SZ | China | $640M | -33% | +19% | -5% | n/a | 27.2% | +17.5% |
| Curiox Biosystems 445680.KS | South Korea | $577M | -55% | +37% | -245% | n/a | n/a | n/a |