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ASX:OCL Community
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AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
AI Integration And Global Expansion Will Strengthen SaaS Offerings
Key Takeaways Transition to subscription and SaaS enhances recurring revenue, reduces churn, and leads to predictable revenue with high profitability. Expansion into North America and the U.K. opens substantial growth opportunities, potentially boosting revenue and earnings significantly.
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AU$15.54
FV
19.5% overvalued
intrinsic discount
10.05%
Revenue growth p.a.
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AnalystLowTarget
Consensus Narrative from 8 Analysts
Stiff Regulatory Hurdles And Fierce Global Competition Will Weaken Profitability
Key Takeaways Increased regulation, economic fragility, and reliance on government contracts threaten revenue stability, earnings growth, and margins. Heightened competition and geopolitical barriers may erode pricing power and limit international expansion and diversification.
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AU$7.60
FV
144.2% overvalued
intrinsic discount
5.24%
Revenue growth p.a.
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AnalystHighTarget
Consensus Narrative from 8 Analysts
Digital Transformation And Cybersecurity Will Drive Explosive SaaS Expansion
Key Takeaways Accelerating government SaaS migrations and rapid international expansion position Objective for outsized recurring revenue and substantial long-term margin growth. Powerful R&D, strength in secure process management, and high-velocity sales drive operating leverage, pricing power, and untapped profitability upside.
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AU$20.50
FV
9.5% undervalued
intrinsic discount
15.61%
Revenue growth p.a.
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8 days ago
author updated this narrative
Your Valuation for
OCL
OCL
Objective
Your Fair Value
AU$
Current Price
AU$18.56
1.5% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
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Past
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174m
2015
2018
2021
2024
2025
2027
2030
Revenue AU$174.5m
Earnings AU$46.1m
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