Bravura Solutions Limited

ASX:BVS 株式レポート

時価総額:AU$1.1b

Bravura Solutions 将来の成長

Future 基準チェック /26

Bravura Solutions利益と収益がそれぞれ年間8%と3.2%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に50.5% 7.8%なると予測されています。

主要情報

8.0%

収益成長率

7.82%

EPS成長率

Software 収益成長26.7%
収益成長率3.2%
将来の株主資本利益率50.47%
アナリストカバレッジ

Low

最終更新日22 May 2026

今後の成長に関する最新情報

Recent updates

ナラティブの更新 May 28

BVS: Refined Earnings Profile And Cash Flow Are Expected To Support Rebound

Analysts have nudged their A$ price target on Bravura Solutions slightly higher, reflecting modest adjustments to revenue growth, profit margin and future P/E assumptions, while keeping fair value broadly in line with prior estimates. Analyst Commentary Bullish analysts are using recent price target moves and upgrades in other parts of the market as a reference point for how they think about upside in software and services stocks like Bravura Solutions.
ナラティブの更新 May 11

BVS: Upgraded Outlook And Dividends Are Expected To Support Future Rebound

Analysts have adjusted their price target on Bravura Solutions to A$3.66, citing updated assumptions for discount rate, revenue growth, profit margins and future P/E that reflect revised views on the stock's risk profile and earnings power. Analyst Commentary Recent Street research around Bravura Solutions has tilted more positive, with bullish analysts highlighting the stock's risk reward profile and earnings power as key reasons for renewed interest.
ナラティブの更新 Apr 22

BVS: Upgraded Revenue Outlook And Dividends Will Support Forward Share Performance

Analysts have raised their price target on Bravura Solutions to A$2.68, highlighting an improved revenue growth outlook and a slightly lower discount rate, while keeping profit margin and future P/E assumptions broadly in line with prior expectations. Analyst Commentary Recent research on Bravura Solutions has focused on how the revised A$2.68 price target lines up with the company’s execution risks and its capacity to deliver on the improved revenue outlook.
ナラティブの更新 Apr 08

BVS: Higher Earnings Visibility And Dividends May Support Future Share Rebound

Analysts have lifted their A$ price target for Bravura Solutions, citing revised assumptions for improved revenue growth along with slightly lower discount and P/E inputs as the main factors behind the change. Analyst Commentary Bullish analysts are framing the latest A$ price target move for Bravura Solutions as a sign of increasing confidence in the company’s ability to execute on its revenue plans, especially with updated assumptions that point to a stronger top line and a refined valuation framework.
ナラティブの更新 Mar 25

BVS: Dividend Payouts And Refined Profitability Assumptions Will Support Forward Share Performance

Analysts have lifted their A$ price target for Bravura Solutions, citing updated assumptions on discount rates and profitability. These changes keep fair value estimates broadly unchanged while refining their outlook for the stock's risk and earnings profile.
ナラティブの更新 Mar 11

BVS: Higher Earnings Visibility And Margins May Support Future Share Rebound

Analysts have raised their Bravura Solutions price target from A$3.40 to A$3.66, citing updated assumptions around revenue trends, margins and future P/E that they believe better align the valuation with the company’s earnings profile. Analyst Commentary Bullish analysts point to the revised A$3.66 price target as a reflection of updated views on Bravura Solutions' revenue trends, margins and P/E alignment with its current earnings profile.
ナラティブの更新 Feb 23

BVS: Canaccord Upgrade And Dividend Payouts Will Support Forward Share Performance

Analysts have trimmed their fair value estimate for Bravura Solutions from A$2.77 to about A$2.68, reflecting updated assumptions around growth, margins and the P/E multiple following recent research that includes a Canaccord upgrade. Analyst Commentary Bullish Takeaways Bullish analysts view the recent upgrade as support for the updated fair value range around A$2.68, suggesting that current assumptions on earnings and the P/E multiple are better aligned with their research.
ナラティブの更新 Feb 09

BVS: Cost Discipline And Margin Focus May Underpin Future Share Rebound

Analysts have trimmed their price target on Bravura Solutions, citing slightly higher perceived risk, a smaller expected revenue decline, and a modestly lower profit margin outlook, while keeping fair value and long term P/E assumptions broadly unchanged. Analyst Commentary Recent research on peer companies in adjacent software and services sectors suggests that equity markets are currently rewarding clearer earnings visibility and disciplined cost control, even when topline expectations are tempered.
分析記事 Feb 04

The Market Doesn't Like What It Sees From Bravura Solutions Limited's (ASX:BVS) Revenues Yet As Shares Tumble 29%

Bravura Solutions Limited ( ASX:BVS ) shareholders that were waiting for something to happen have been dealt a blow...
ナラティブの更新 Jan 26

BVS: Stable Margins And P/E Framework May Support Future Share Rebound

Analysts have reduced their price target for Bravura Solutions by a few dollars, reflecting slightly softer revenue assumptions, a small adjustment to the discount rate, and only marginal tweaks to long-term margin and P/E expectations. Analyst Commentary Recent research views on Bravura Solutions sit against a backdrop of modestly lower valuation assumptions, yet the tone from bullish analysts still highlights several areas of support for the investment case.
分析記事 Jan 19

Is Bravura Solutions Limited (ASX:BVS) Trading At A 31% Discount?

Key Insights Bravura Solutions' estimated fair value is AU$3.31 based on 2 Stage Free Cash Flow to Equity Bravura...
ナラティブの更新 Jan 11

BVS: Higher Margin Outlook May Support Shares Despite Softer Revenue

Analysts have nudged their price target for Bravura Solutions higher, lifting fair value from A$2.95 to A$3.40 as they factor in updated assumptions for slightly softer revenue declines, improved profit margins and a modestly lower forward P/E multiple. Analyst Commentary Analysts highlighting the updated A$3.40 fair value for Bravura Solutions are generally framing the move as a reflection of refined assumptions on revenue trends, margins and valuation multiples, rather than a wholesale change in the core thesis.
ナラティブの更新 Dec 14

BVS: Margin Resilience And Index Inclusions Will Support Forward Share Performance

Analysts have trimmed their price target for Bravura Solutions by AUD 4 to reflect softer near term revenue expectations and cautious longer term guidance, even as margins are expected to remain relatively resilient. Analyst Commentary Street research on Bravura Solutions highlights a mixed backdrop, with valuation expectations being reset to reflect softer near term execution, while longer term growth and margin resilience remain key points of debate.
ナラティブの更新 Nov 30

BVS: Index Inclusions And Fiscal Guidance Will Sustain Measured Performance

Analysts have maintained Bravura Solutions' price target at $2.77. They cite limited changes in revenue growth and margin expectations as justification for keeping their valuation unchanged.
ナラティブの更新 Nov 16

BVS: Index Additions And Updated Guidance Signal Continued Strength Ahead

Analysts have maintained their price target for Bravura Solutions at $2.77, citing minimal changes to revenue growth and profit margin forecasts as the basis for this steady outlook. What's in the News Bravura Solutions Limited approved amendments to their constitution at the AGM held on October 15, 2025 (Key Developments).
ナラティブの更新 Nov 01

BVS: Index Additions And Steady Outlook Will Support Balanced Performance

Bravura Solutions’ analyst price target remains steady at $2.77, as analysts see no substantial change in the company’s valuation metrics or revised forecasts to warrant an adjustment. What's in the News Bravura Solutions shareholders approved amendments to the company's constitution at the annual general meeting held on October 15, 2025 (Key Developments).
ナラティブの更新 Oct 18

Modern Third Party Platforms Will Advance Efficiency Despite Client Exits

Bravura Solutions has seen its analyst price target revised downward from $2.86 to $2.77. Analysts have adjusted their expectations in response to slightly weaker revenue growth forecasts, which outweigh modest improvements in profit margin and projected valuation multiples.
分析記事 Oct 11

Bravura Solutions Limited (ASX:BVS) Stock Rockets 65% As Investors Are Less Pessimistic Than Expected

Bravura Solutions Limited ( ASX:BVS ) shareholders have had their patience rewarded with a 65% share price jump in the...
ナラティブの更新 Oct 04

Modern Third Party Platforms Will Advance Efficiency Despite Client Exits

Bravura Solutions' analyst price target has been raised from $2.37 to $2.86. Analysts anticipate that improved profit margins and a slower decline in revenue growth will support the company's outlook.
分析記事 Sep 12

Estimating The Fair Value Of Bravura Solutions Limited (ASX:BVS)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Bravura Solutions fair value estimate is AU$2.47 Bravura...
ナラティブの更新 Aug 15

Modern Third Party Platforms Will Advance Efficiency Despite Client Exits

Despite an improved net profit margin and a lower future P/E ratio indicating better profitability and valuation, Bravura Solutions’ consensus price target has been revised downward from A$2.80 to A$2.37, reflecting reduced analyst optimism. Valuation Changes Summary of Valuation Changes for Bravura Solutions The Consensus Analyst Price Target has significantly fallen from A$2.80 to A$2.37.
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新しいナラティブ Feb 23

EMEA Headwinds Will Impact Future Performance Amid Budget Cuts

EMEA region headwinds and budget suspensions could stagnate near-term revenue growth and challenge sustaining high growth rates.
分析記事 Feb 20

What Bravura Solutions Limited's (ASX:BVS) 29% Share Price Gain Is Not Telling You

Despite an already strong run, Bravura Solutions Limited ( ASX:BVS ) shares have been powering on, with a gain of 29...
分析記事 Dec 04

Investors Could Be Concerned With Bravura Solutions' (ASX:BVS) Returns On Capital

To avoid investing in a business that's in decline, there's a few financial metrics that can provide early indications...
分析記事 Dec 04

Bravura Solutions Limited's (ASX:BVS) 33% Share Price Surge Not Quite Adding Up

Bravura Solutions Limited ( ASX:BVS ) shares have continued their recent momentum with a 33% gain in the last month...
分析記事 Sep 04

There's Reason For Concern Over Bravura Solutions Limited's (ASX:BVS) Massive 26% Price Jump

The Bravura Solutions Limited ( ASX:BVS ) share price has done very well over the last month, posting an excellent gain...
分析記事 Aug 21

Bravura Solutions' (ASX:BVS) Earnings May Just Be The Starting Point

Bravura Solutions Limited's ( ASX:BVS ) strong earnings report was rewarded with a positive stock price move. We did...
分析記事 Jul 17

Bravura Solutions Limited's (ASX:BVS) Price Is Right But Growth Is Lacking

With a price-to-sales (or "P/S") ratio of 2x Bravura Solutions Limited ( ASX:BVS ) may be sending bullish signals at...
分析記事 Feb 08

Revenues Working Against Bravura Solutions Limited's (ASX:BVS) Share Price

You may think that with a price-to-sales (or "P/S") ratio of 1.6x Bravura Solutions Limited ( ASX:BVS ) is a stock...
分析記事 Dec 14

A Look At The Fair Value Of Bravura Solutions Limited (ASX:BVS)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Bravura Solutions fair value estimate is AU$0.90 Current share...

業績と収益の成長予測

ASX:BVS - アナリストの将来予測と過去の財務データ ( )AUD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
6/30/20282975859684
6/30/20272875361694
6/30/20262825361664
12/31/2025272397075N/A
9/30/2025267578488N/A
6/30/20252617498101N/A
3/31/2025258738590N/A
12/31/2024255727378N/A
9/30/2024254404854N/A
6/30/202425392430N/A
3/31/2024256-411221N/A
12/31/2023260-91111N/A
9/30/2023255-186-123N/A
6/30/2023250-281-25-6N/A
3/31/2023251-228-812N/A
12/31/2022253-176830N/A
9/30/2022260-731236N/A
6/30/2022267301642N/A
3/31/2022263352148N/A
12/31/2021260412553N/A
9/30/2021251382450N/A
6/30/2021243352247N/A
3/31/2021249321639N/A
12/31/2020255291131N/A
9/30/202026535525N/A
6/30/202027540-219N/A
3/31/202027138627N/A
12/31/2019267361435N/A
9/30/201926235N/A41N/A
6/30/201925833N/A46N/A
3/31/201925231N/A43N/A
12/31/201824629N/A40N/A
9/30/201823428N/A43N/A
6/30/201822227N/A46N/A
3/31/201821125N/A30N/A
12/31/201720123N/A14N/A
9/30/201719719N/A15N/A
6/30/201719214N/A16N/A
3/31/20171886N/A23N/A
12/31/2016183-2N/A29N/A
9/30/2016184-4N/A29N/A
6/30/2016185-6N/A28N/A
6/30/2015152-89N/A20N/A

アナリストによる今後の成長予測

収入対貯蓄率: BVSの予測収益成長率 (年間8% ) は 貯蓄率 ( 3.6% ) を上回っています。

収益対市場: BVSの収益 ( 8% ) Australian市場 ( 12% ) よりも低い成長が予測されています。

高成長収益: BVSの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: BVSの収益 ( 3.2% ) Australian市場 ( 6.2% ) よりも低い成長が予測されています。

高い収益成長: BVSの収益 ( 3.2% ) 20%よりも低い成長が予測されています。


一株当たり利益成長率予想


将来の株主資本利益率

将来のROE: BVSの 自己資本利益率 は、3年後には非常に高くなると予測されています ( 50.5 %)。


成長企業の発掘

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/06/01 18:48
終値2026/06/01 00:00
収益2025/12/31
年間収益2025/06/30

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Bravura Solutions Limited 4 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。6

アナリスト機関
Cameron HalkettCanaccord Genuity
Donald CarducciJ.P. Morgan
Michael JamesJ.P. Morgan