Dashboard
Portfolios
Watchlist
Community
Discover
Screener
Narratives
Your Valuation
Community
/
Australia
/
Software
Create a narrative
Bravura Solutions Community
ASX:BVS Community
3
Narratives
written by author
0
Comments
on narratives written by author
17
Fair Values set
on narratives written by author
Create a narrative
Bravura Solutions
Popular
Undervalued
Overvalued
Community Investing Ideas
Bravura Solutions
AN
AnalystLowTarget
Consensus Narrative from 5 Analysts
Rising Regulatory Burden And Fintech Rivalry Will Crush Value
Key Takeaways Evolving regulatory demands and increased competition from agile fintechs are pressuring Bravura's profitability, market share, and revenue growth. Heavy reliance on large Australian clients amid industry consolidation increases revenue volatility and reduces competitive flexibility against global peers shifting to SaaS and cloud platforms.
View narrative
AU$2.15
FV
2.3% undervalued
intrinsic discount
3.42%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
4 days ago
author updated this narrative
Bravura Solutions
AN
AnalystHighTarget
Consensus Narrative from 5 Analysts
APAC And EMEA Digitisation Will Expand Cloud Opportunities Despite Risks
Key Takeaways Leadership in digital advice and strong client trust position Bravura for rapid expansion and enhanced market share across APAC and EMEA. Operational efficiencies, product standardisation, and SaaS adoption are set to boost long-term margins and sustainable above-industry earnings growth.
View narrative
AU$3.17
FV
33.8% undervalued
intrinsic discount
3.42%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
4 days ago
author updated this narrative
Bravura Solutions
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
EMEA Headwinds Will Impact Future Performance Amid Budget Cuts
Key Takeaways EMEA region headwinds and budget suspensions could stagnate near-term revenue growth and challenge sustaining high growth rates. Focus on dividends over share buyback and high expansion expenses may pressure margins and signal limited reinvestment in growth.
View narrative
AU$2.61
FV
19.5% undervalued
intrinsic discount
2.53%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
5 months ago
author updated this narrative
Your Valuation for
BVS
BVS
Bravura Solutions
Your Fair Value
AU$
Current Price
AU$2.10
24.3% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-176m
301m
2015
2018
2021
2024
2025
2027
2030
Revenue AU$300.6m
Earnings AU$84.6m
Advanced
Set Fair Value