View ValuationBravura Solutions 将来の成長Future 基準チェック /26Bravura 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23.7%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23 Feb 2026今後の成長に関する最新情報お知らせ • Feb 13Bravura Solutions Limited Revises Earnings Guidance for the Fiscal Year 2025Bravura Solutions Limited revised earnings guidance for the fiscal year 2025. For the year, the company upgrading its revenue guidance to a range of $248 million to $252 million (previously $241 million to $245 million).お知らせ • Aug 25Bravura Solutions Limited Provides Earnings Guidance for the Year 2022Bravura Solutions Limited provided earnings guidance for the year 2022. The company announced that the COVID-19 pandemic continues to impact Bravura's key markets. The near-term outlook remains uncertain. However, the sales pipeline remains strong, demand in the UK is beginning to improve, and there are significant opportunities for Sonata Alta in Australia. Bravura currently expects for year 2022 NPAT growth in the mid-teens relative to for year 2021 adjusted NPAT of AUD 32.3 million.すべての更新を表示Recent updatesお知らせ • Jan 15Bravura Solutions Limited to Report First Half, 2026 Results on Feb 11, 2026Bravura Solutions Limited announced that they will report first half, 2026 results on Feb 11, 2026Board Change • Dec 24High number of new and inexperienced directorsThere are 6 new directors who have joined the board in the last 3 years. The company's board is composed of: 6 new directors. No experienced directors. No highly experienced directors. Independent Non-Executive Chair Russell Baskerville is the most experienced director on the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.お知らせ • Aug 20Bravura Solutions Limited, Annual General Meeting, Oct 15, 2025Bravura Solutions Limited, Annual General Meeting, Oct 15, 2025.Board Change • Aug 18High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. No experienced directors. No highly experienced directors. Independent Non-Executive Director Russell Baskerville is the most experienced director on the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.お知らせ • Jul 21Bravura Solutions Limited to Report Fiscal Year 2025 Results on Aug 13, 2025Bravura Solutions Limited announced that they will report fiscal year 2025 results on Aug 13, 2025Reported Earnings • Feb 14First half 2025 earnings released: EPS: AU$0.14 (vs AU$0.004 loss in 1H 2024)First half 2025 results: EPS: AU$0.14 (up from AU$0.004 loss in 1H 2024). Revenue: AU$129.9m (up 1.4% from 1H 2024). Net income: AU$61.2m (up AU$62.9m from 1H 2024). Profit margin: 47% (up from net loss in 1H 2024). Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Software industry in Australia. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 11% per year.お知らせ • Feb 14Bravura Solutions Limited Announces Ordinary Dividend for the Six Months Ended December 31, 2024. Payable on April 16, 2025Bravura Solutions Limited announced Ordinary dividend of AUD 0.01600000 for the six months ended December 31, 2024. Payable on April 16, 2025, Record date is March 31, 2025 and Ex date: March 28, 2025.お知らせ • Feb 13Bravura Solutions Limited Revises Earnings Guidance for the Fiscal Year 2025Bravura Solutions Limited revised earnings guidance for the fiscal year 2025. For the year, the company upgrading its revenue guidance to a range of $248 million to $252 million (previously $241 million to $245 million).New Risk • Feb 13New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 35% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.Buy Or Sell Opportunity • Feb 12Now 29% overvalued after recent price riseOver the last 90 days, the stock has risen 88% to AU$2.72. The fair value is estimated to be AU$2.10, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 1.2% per annum. Earnings are also forecast to grow by 5.6% per annum over the same time period.Board Change • Feb 04High number of new and inexperienced directorsThere are 8 new directors who have joined the board in the last 3 years. The company's board is composed of: 8 new directors. No experienced directors. No highly experienced directors. Group CEO, MD & Director Andrew Russell is the most experienced director on the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.お知らせ • Jan 31Bravura Solutions Limited to Report First Half, 2025 Results on Feb 12, 2025Bravura Solutions Limited announced that they will report first half, 2025 results on Feb 12, 2025Board Change • Dec 24High number of new and inexperienced directorsThere are 8 new directors who have joined the board in the last 3 years. The company's board is composed of: 8 new directors. No experienced directors. No highly experienced directors. Group CEO, MD & Director Andrew Russell is the most experienced director on the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.お知らせ • Oct 30Bravura Solutions Limited Appoints Dexter Salna as DirectorBravura Solutions Limited in its annual general meeting held on October 30, 2024 approved the appointment of Dexter Salna as Director.お知らせ • Sep 03Bravura Solutions Limited, Annual General Meeting, Oct 30, 2024Bravura Solutions Limited, Annual General Meeting, Oct 30, 2024.Valuation Update With 7 Day Price Move • Aug 20Investor sentiment improves as stock rises 15%After last week's 15% share price gain to AU$1.30, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 22x in the Software industry in Australia. Total loss to shareholders of 54% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at AU$2.38 per share.Reported Earnings • Aug 15Full year 2024 earnings released: EPS: AU$0.02 (vs AU$0.92 loss in FY 2023)Full year 2024 results: EPS: AU$0.02 (up from AU$0.92 loss in FY 2023). Revenue: AU$252.8m (up 1.1% from FY 2023). Net income: AU$8.78m (up AU$289.5m from FY 2023). Profit margin: 3.5% (up from net loss in FY 2023). The move to profitability was primarily driven by lower expenses. Revenue is forecast to stay flat during the next 3 years compared to a 15% growth forecast for the Software industry in Australia. Over the last 3 years on average, earnings per share has fallen by 54% per year but the company’s share price has only fallen by 31% per year, which means it has not declined as severely as earnings.お知らせ • Jul 15Bravura Solutions Limited to Report Fiscal Year 2024 Results on Aug 14, 2024Bravura Solutions Limited announced that they will report fiscal year 2024 results on Aug 14, 2024Reported Earnings • Feb 22First half 2024 earnings released: AU$0.004 loss per share (vs AU$0.77 loss in 1H 2023)First half 2024 results: AU$0.004 loss per share (improved from AU$0.77 loss in 1H 2023). Revenue: AU$128.1m (up 8.2% from 1H 2023). Net loss: AU$1.66m (loss narrowed 99% from 1H 2023). Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Software industry in Australia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 70 percentage points per year, which is a significant difference in performance.お知らせ • Feb 06Bravura Solutions Limited to Report First Half, 2024 Results on Feb 20, 2024Bravura Solutions Limited announced that they will report first half, 2024 results on Feb 20, 2024Board Change • Oct 01High number of new and inexperienced directorsThere are 6 new directors who have joined the board in the last 3 years. The company's board is composed of: 6 new directors. 1 experienced director. No highly experienced directors. Independent Non-Executive Director Peter Mann is the most experienced director on the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.お知らせ • Sep 28Bravura Solutions Limited Announces the Appointment of Charles Crouchman as an Independent Non-Executive DirectorBravura Solutions Limited announced the appointment to its Board of Mr. Charles Crouchman as an independent non-executive director effective immediately. Charles has deep technical knowledge to advise on the technical and operational plans presented by the Company's CTO organisation for its wide-ranging product portfolio. He has been responsible for leading a global product organisation including product management, product engineering, test engineering and product support. He recently spent 9 years as Chief Product Officer and Chief Technology Officer of Turbonomic, a cloud management tools business and remained with the business after its acquisition by IBM, as Head of Strategy, IT Automation.Recent Insider Transactions • Sep 26Group CEO recently bought AU$100k worth of stockOn the 21st of September, Andrew Russell bought around 135k shares on-market at roughly AU$0.74 per share. This transaction increased Andrew's direct individual holding by 1x at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth AU$127k. Andrew has been a buyer over the last 12 months, purchasing a net total of AU$150k worth in shares.お知らせ • Sep 19Bravura Solutions Limited Announces Appointment of Mr. Damien Leonard as A Non-Executive DirectorBravura Solutions Limited announced, further to its announcement on 25 August 2023, the appointment of Mr. Damien Leonard as a non-executive director of Bravura effective immediately.お知らせ • Sep 05Bravura Solutions Limited, Annual General Meeting, Nov 02, 2023Bravura Solutions Limited, Annual General Meeting, Nov 02, 2023. Agenda: To consider re-election and appointment of directors.お知らせ • Sep 01Bravura Solutions Limited Announces the Appointment of Sarah Adam-Gedge as Independent DirectorBravura Solutions Limited announced the appointment of Ms. Sarah Adam-Gedge as an independent director of the company effective immediately.Recent Insider Transactions • Aug 29Independent Non-Executive Chairman recently bought AU$127k worth of stockOn the 28th of August, Matthew Quinn bought around 200k shares on-market at roughly AU$0.63 per share. This transaction amounted to 40% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth AU$167k. Matthew has been a buyer over the last 12 months, purchasing a net total of AU$361k worth in shares.Reported Earnings • Aug 25Full year 2023 earnings released: AU$0.92 loss per share (vs AU$0.12 profit in FY 2022)Full year 2023 results: AU$0.92 loss per share (down from AU$0.12 profit in FY 2022). Revenue: AU$250.1m (down 6.2% from FY 2022). Net loss: AU$280.7m (down AU$310.6m from profit in FY 2022). Revenue is forecast to stay flat during the next 2 years compared to a 16% growth forecast for the Software industry in Australia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 71 percentage points per year, which is a significant difference in performance.お知らせ • Aug 25Bravura Solutions Limited Not to Pay Final Dividend for Fiscal Year 2023Bravura Solutions Limited announced that no final dividend has been declared for fiscal year 2023. The Dividend Reinvestment Plan has been suspended. A final fiscal year 2022 dividend of 3.2 cents per share was paid on 29 September 2022.お知らせ • Aug 15Bravura Solutions Limited Appoints Shezad Okhai as Chief Commercial OfficerBravura Solutions Limited announced that Shezad Okhai has been appointed as Chief Commercial Officer (CCO) effective 15 August 2023 on a fixed term contract to end on 30 June 2024. As a result of his appointment, he will resign from his position as Chief Investment Officer of Pinetree Capital Limited. Mr. Okhai was appointed a non-executive director on 28 April 2023. The Board considers Mr. Okhai to be an executive director from the time of his appointment as CCO and will continue his status as non-independent. Reporting to the CEO, Mr. Okhai will work with the BVS executive team to deliver on: Business performance improvement plans; Customer engagement and commercial management; and Leading and implementing specific strategic and commercial initiatives as directed by the CEO.お知らせ • Aug 04Bravura Solutions Limited to Report Fiscal Year 2023 Results on Aug 25, 2023Bravura Solutions Limited announced that they will report fiscal year 2023 results on Aug 25, 2023お知らせ • Jul 28+ 1 more updateBravura Solutions Limited Appoints Andrew Russell as Group CEOBravura Solutions Limited announced that Andrew Russell has been appointed as Group CEO effective immediately. Mr. Russell has been Interim CEO since 19 June 2023 while the Board undertook a global external executive search for a permanent CEO.お知らせ • Jun 29Bravura Solutions Limited Announces Resignation of Nigel Liddell as Joint Company SecretaryBravura Solutions Limited announced that Nigel Liddell has resigned as Joint Company Secretary effective immediately.Board Change • Jun 23Less than half of directors are independentThere are 4 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 4 new directors. 1 experienced director. No highly experienced directors. 2 independent directors (3 non-independent directors). Chairman for EMEA & Independent Non-Executive Director Peter Mann is the most experienced director on the board, commencing their role in 2015. Independent Non-Executive Director Russell Baskerville was the last independent director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of experienced directors.お知らせ • Jun 19+ 1 more updateBravura Solutions Limited Announces Management ChangesBravura Solutions Limited announced that Libby Roy will step down as Managing Director effective immediately and will remain with the Company until 30 June 2023 for handover and transition purposes. Effective immediately, the Company appoints Melissa Jones (nee Corbutt) as joint Company Secretary and Mr. Montford steps down as Joint Company Secretary.Board Change • Jun 11Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Non-Executive Director Russell Baskerville was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Recent Insider Transactions • Jun 03Insider recently bought AU$167k worth of stockOn the 1st of June, Matthew Quinn bought around 350k shares on-market at roughly AU$0.48 per share. This trade did not impact their existing holding. In the last 3 months, there was an even bigger purchase from another insider worth AU$826k. Insiders have collectively bought AU$1.8m more in shares than they have sold in the last 12 months.お知らせ • Jun 01Bravura Solutions Limited Announces Management ChangesBravura Solutions Limited announced the appointment of Matthew Quinn as Non-Executive Chairman commencing on 31 May 2023. Mr. Quinn is a highly experienced chairman and non-executive Director of Australian listed and unlisted companies and was Managing Director of Stockland from 2000 to 2013. Matthew is currently a non-executive director of Elders Limited and chairman of private equity owned TSA Management Limited. He recently announced his retirement as a non-executive director of CSR Limited, was previously chairman of Class Limited and a non-executive director of Regis Healthcare Limited. The company also announced, further to its announcement on 12 May 2023, the appointment of Mr. Neil Montford as Joint Company Secretary of company effective immediately. Mr. Brent Henley has tendered his resignation as Joint Company Secretary effective on June 1, 2023.お知らせ • May 12Bravura Solutions Limited Announces Chief Financial Officer ChangesBravura Solutions Limited announced the appointment of Mr. Neil Montford as Chief Financial Officer of the company, commencing on 1 June 2023. The company announced on 18 January that it had commenced an internal and external search for a new CFO and on 10 March that acting CFO Harmen Fredrikze had resigned to pursue other opportunities. The announcement noted Mr. Fredrikze would continue as acting CFO until 8 June 2023 in order to work with the Board and management to transition his CFO responsibilities in an orderly manner. The company announced that Neil Montford, who has been consulting to the company since 13 March 2023, will commence as CFO on 1 June 2023. Mr. Montford has over 20 years’ experience in senior Finance roles, including within ASX-listed companies. For the past 11 years he has held a number of senior finance roles at Fidelity International, latterly as CFO of Asia Pacific, and prior to that managed the Finance functions for two of Macquarie Group’s operating divisions. He has also held senior finance roles in the UK and was with Deloitte in the UK and Australia.Board Change • Apr 06High number of new directorsNon-Executive Director Shezad Okhai was the last director to join the board, commencing their role in 2023.Reported Earnings • Mar 07First half 2023 earnings released: AU$0.77 loss per share (vs AU$0.062 profit in 1H 2022)First half 2023 results: AU$0.77 loss per share (down from AU$0.062 profit in 1H 2022). Revenue: AU$118.4m (down 11% from 1H 2022). Net loss: AU$190.9m (down AU$206.2m from profit in 1H 2022). Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Software industry in Australia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 43 percentage points per year, which is a significant difference in performance.お知らせ • Feb 03Bravura Solutions Limited to Report First Half, 2023 Results on Feb 28, 2023Bravura Solutions Limited announced that they will report first half, 2023 results on Feb 28, 2023お知らせ • Jan 18+ 1 more updateBravura Solutions Limited Announces Executive ChangesBravura Solutions Limited announced that with immediate effect, Chief Financial Officer and Joint Company Secretary, Brent Henley, will move to a newly created global role of Chief Commercial Officer, helping to drive the key outputs from the program. In addition, Bravura announced that Adam Warwick has joined the business as Chief Technology Officer, based in London. Mr. Warwick has more than 20 years' experience in technology roles, most recently as Chief Information Officer (CIO) for UK wealth management company Quilter. Having previously held CIO accountability on behalf of Aviva and Zurich, Mr. Warwick brings strong industry experience and a deep understanding of technology enabled transformation.Buying Opportunity • Jan 06Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 28%. The fair value is estimated to be AU$1.13, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 4.1%. For the next 3 years, revenue is forecast to grow by 4.1% per annum. Earnings is forecast to decline by 20% per annum over the same time period.Recent Insider Transactions • Nov 17Board Member recently bought AU$86k worth of stockOn the 8th of November, Peter Mann bought around 119k shares on-market at roughly AU$0.72 per share. This transaction increased Peter's direct individual holding by 4x at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth AU$398k. Insiders have collectively bought AU$858k more in shares than they have sold in the last 12 months.Recent Insider Transactions • Nov 07Independent Non-Executive Chairman recently bought AU$398k worth of stockOn the 4th of November, Neil Broekhuizen bought around 636k shares on-market at roughly AU$0.63 per share. This transaction increased Neil's direct individual holding by 3x at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Neil's only on-market trade for the last 12 months.Valuation Update With 7 Day Price Move • Oct 01Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to AU$1.24, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 30x in the Software industry in Australia. Total loss to shareholders of 65% over the past three years.Reported Earnings • Aug 31Full year 2022 earnings released: EPS: AU$0.12 (vs AU$0.14 in FY 2021)Full year 2022 results: EPS: AU$0.12 (down from AU$0.14 in FY 2021). Revenue: AU$266.7m (up 9.7% from FY 2021). Net income: AU$29.9m (down 13% from FY 2021). Profit margin: 11% (down from 14% in FY 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 3.2%, compared to a 50% growth forecast for the Software industry in Australia. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 31% per year, which means it is performing significantly worse than earnings.Recent Insider Transactions • Apr 27Key Executive recently bought AU$175k worth of stockOn the 22nd of April, Brent Henley bought around 96k shares on-market at roughly AU$1.83 per share. This was the largest purchase by an insider in the last 3 months. This was Brent's only on-market trade for the last 12 months.Reported Earnings • Feb 27First half 2022 earnings: Revenues and EPS in line with analyst expectationsFirst half 2022 results: EPS: AU$0.062 (up from AU$0.037 in 1H 2021). Revenue: AU$132.4m (up 14% from 1H 2021). Net income: AU$15.3m (up 69% from 1H 2021). Profit margin: 12% (up from 7.8% in 1H 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 6.0%, compared to a 31% growth forecast for the industry in Australia. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 31% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Aug 27Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to AU$3.08, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 41x in the Software industry in Australia. Total loss to shareholders of 22% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at AU$4.59 per share.Reported Earnings • Aug 26Full year 2021 earnings released: EPS AU$0.14 (vs AU$0.17 in FY 2020)The company reported a poor full year result with weaker earnings and revenues, although profit margins were flat. Full year 2021 results: Revenue: AU$243.2m (down 12% from FY 2020). Net income: AU$34.6m (down 14% from FY 2020). Profit margin: 14% (in line with FY 2020). Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.お知らせ • Aug 25Bravura Solutions Limited Provides Earnings Guidance for the Year 2022Bravura Solutions Limited provided earnings guidance for the year 2022. The company announced that the COVID-19 pandemic continues to impact Bravura's key markets. The near-term outlook remains uncertain. However, the sales pipeline remains strong, demand in the UK is beginning to improve, and there are significant opportunities for Sonata Alta in Australia. Bravura currently expects for year 2022 NPAT growth in the mid-teens relative to for year 2021 adjusted NPAT of AUD 32.3 million.Valuation Update With 7 Day Price Move • Jun 11Investor sentiment improved over the past weekAfter last week's 21% share price gain to AU$3.82, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 35x in the Software industry in Australia. Total returns to shareholders of 30% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at AU$3.89 per share.Valuation Update With 7 Day Price Move • May 06Investor sentiment improved over the past weekAfter last week's 16% share price gain to AU$3.25, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 32x in the Software industry in Australia. Total returns to shareholders of 9.1% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at AU$2.63 per share.Analyst Estimate Surprise Post Earnings • Feb 28Revenue misses expectationsRevenue missed analyst estimates by 100%. Over the next year, revenue is forecast to grow 3.6%, compared to a 23% growth forecast for the Software industry in Australia.Reported Earnings • Feb 26First half 2021 earnings released: EPS AU$0.037 (vs AU$0.081 in 1H 2020)The company reported a poor first half result with weaker earnings, revenues and profit margins. First half 2021 results: Revenue: AU$115.9m (down 15% from 1H 2020). Net income: AU$9.02m (down 54% from 1H 2020). Profit margin: 7.8% (down from 14% in 1H 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 9% per year.お知らせ • Feb 16Bravura Solutions Limited to Report First Half, 2021 Results on Feb 25, 2021Bravura Solutions Limited announced that they will report first half, 2021 results on Feb 25, 2021Is New 90 Day High Low • Feb 12New 90-day low: AU$2.81The company is down 11% from its price of AU$3.17 on 13 November 2020. The Australian market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$2.24 per share.Is New 90 Day High Low • Oct 28New 90-day low: AU$3.13The company is down 28% from its price of AU$4.33 on 30 July 2020. The Australian market is up 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is up 21% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$2.06 per share.お知らせ • Oct 12Bravura Solutions Limited (ASX:BVS) agreed to acquire Delta Financial Systems Limited for approximately £23 million.Bravura Solutions Limited (ASX:BVS) agreed to acquire Delta Financial Systems Limited for approximately £23 million on October 12, 2020. transaction will be funded existing cash reserves. Transaction is subject to regulatory approval and is expected to close by the end of October 2020. Transaction is expected to be EPS accretive in fiscal year 2021.お知らせ • Aug 19Bravura Solutions Limited to Report Fiscal Year 2020 Results on Aug 26, 2020Bravura Solutions Limited announced that they will report fiscal year 2020 results at 9:16 PM, GMT Standard Time on Aug 26, 2020業績と収益の成長予測CHIA: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6/30/202829758596846/30/202728753616946/30/2026282536166412/31/2025272397075N/A9/30/2025267578488N/A6/30/20252617498101N/A3/31/2025258738590N/A12/31/2024255727378N/A9/30/2024254404854N/A6/30/202425392430N/A3/31/2024256-411221N/A12/31/2023260-91111N/A9/30/2023255-186-123N/A6/30/2023250-281-25-6N/A3/31/2023251-228-812N/A12/31/2022253-176830N/A9/30/2022260-731236N/A6/30/2022267301642N/A3/31/2022263352148N/A12/31/2021260412553N/A9/30/2021251382450N/A6/30/2021243352247N/A3/31/2021249321639N/A12/31/2020255291131N/A9/30/202026535525N/A6/30/202027540-219N/A3/31/202027138627N/A12/31/2019267361435N/A9/30/201926235N/A41N/A6/30/201925833N/A46N/A3/31/201925231N/A43N/A12/31/201824629N/A40N/A9/30/201823428N/A43N/A6/30/201822227N/A46N/A3/31/201821125N/A30N/A12/31/201720123N/A14N/A9/30/201719719N/A15N/A6/30/201719214N/A16N/A3/31/20171886N/A23N/A12/31/2016183-2N/A29N/A9/30/2016184-4N/A29N/A6/30/2016185-6N/A28N/A6/30/2015152-89N/A20N/Aもっと見る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 ( 6.4% ) 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7D1Y7D1Y7D1YSoftware 業界の高成長企業。View Past Performance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2026/05/07 10:37終値2026/05/07 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SECフォーム10-KSECフォーム10-Q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アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 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や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 GenuityDonald CarducciJ.P. MorganMichael JamesJ.P. Morgan3 その他のアナリストを表示
お知らせ • Feb 13Bravura Solutions Limited Revises Earnings Guidance for the Fiscal Year 2025Bravura Solutions Limited revised earnings guidance for the fiscal year 2025. For the year, the company upgrading its revenue guidance to a range of $248 million to $252 million (previously $241 million to $245 million).
お知らせ • Aug 25Bravura Solutions Limited Provides Earnings Guidance for the Year 2022Bravura Solutions Limited provided earnings guidance for the year 2022. The company announced that the COVID-19 pandemic continues to impact Bravura's key markets. The near-term outlook remains uncertain. However, the sales pipeline remains strong, demand in the UK is beginning to improve, and there are significant opportunities for Sonata Alta in Australia. Bravura currently expects for year 2022 NPAT growth in the mid-teens relative to for year 2021 adjusted NPAT of AUD 32.3 million.
お知らせ • Jan 15Bravura Solutions Limited to Report First Half, 2026 Results on Feb 11, 2026Bravura Solutions Limited announced that they will report first half, 2026 results on Feb 11, 2026
Board Change • Dec 24High number of new and inexperienced directorsThere are 6 new directors who have joined the board in the last 3 years. The company's board is composed of: 6 new directors. No experienced directors. No highly experienced directors. Independent Non-Executive Chair Russell Baskerville is the most experienced director on the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
お知らせ • Aug 20Bravura Solutions Limited, Annual General Meeting, Oct 15, 2025Bravura Solutions Limited, Annual General Meeting, Oct 15, 2025.
Board Change • Aug 18High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. No experienced directors. No highly experienced directors. Independent Non-Executive Director Russell Baskerville is the most experienced director on the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
お知らせ • Jul 21Bravura Solutions Limited to Report Fiscal Year 2025 Results on Aug 13, 2025Bravura Solutions Limited announced that they will report fiscal year 2025 results on Aug 13, 2025
Reported Earnings • Feb 14First half 2025 earnings released: EPS: AU$0.14 (vs AU$0.004 loss in 1H 2024)First half 2025 results: EPS: AU$0.14 (up from AU$0.004 loss in 1H 2024). Revenue: AU$129.9m (up 1.4% from 1H 2024). Net income: AU$61.2m (up AU$62.9m from 1H 2024). Profit margin: 47% (up from net loss in 1H 2024). Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Software industry in Australia. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 11% per year.
お知らせ • Feb 14Bravura Solutions Limited Announces Ordinary Dividend for the Six Months Ended December 31, 2024. Payable on April 16, 2025Bravura Solutions Limited announced Ordinary dividend of AUD 0.01600000 for the six months ended December 31, 2024. Payable on April 16, 2025, Record date is March 31, 2025 and Ex date: March 28, 2025.
お知らせ • Feb 13Bravura Solutions Limited Revises Earnings Guidance for the Fiscal Year 2025Bravura Solutions Limited revised earnings guidance for the fiscal year 2025. For the year, the company upgrading its revenue guidance to a range of $248 million to $252 million (previously $241 million to $245 million).
New Risk • Feb 13New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 35% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.
Buy Or Sell Opportunity • Feb 12Now 29% overvalued after recent price riseOver the last 90 days, the stock has risen 88% to AU$2.72. The fair value is estimated to be AU$2.10, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 1.2% per annum. Earnings are also forecast to grow by 5.6% per annum over the same time period.
Board Change • Feb 04High number of new and inexperienced directorsThere are 8 new directors who have joined the board in the last 3 years. The company's board is composed of: 8 new directors. No experienced directors. No highly experienced directors. Group CEO, MD & Director Andrew Russell is the most experienced director on the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
お知らせ • Jan 31Bravura Solutions Limited to Report First Half, 2025 Results on Feb 12, 2025Bravura Solutions Limited announced that they will report first half, 2025 results on Feb 12, 2025
Board Change • Dec 24High number of new and inexperienced directorsThere are 8 new directors who have joined the board in the last 3 years. The company's board is composed of: 8 new directors. No experienced directors. No highly experienced directors. Group CEO, MD & Director Andrew Russell is the most experienced director on the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
お知らせ • Oct 30Bravura Solutions Limited Appoints Dexter Salna as DirectorBravura Solutions Limited in its annual general meeting held on October 30, 2024 approved the appointment of Dexter Salna as Director.
お知らせ • Sep 03Bravura Solutions Limited, Annual General Meeting, Oct 30, 2024Bravura Solutions Limited, Annual General Meeting, Oct 30, 2024.
Valuation Update With 7 Day Price Move • Aug 20Investor sentiment improves as stock rises 15%After last week's 15% share price gain to AU$1.30, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 22x in the Software industry in Australia. Total loss to shareholders of 54% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at AU$2.38 per share.
Reported Earnings • Aug 15Full year 2024 earnings released: EPS: AU$0.02 (vs AU$0.92 loss in FY 2023)Full year 2024 results: EPS: AU$0.02 (up from AU$0.92 loss in FY 2023). Revenue: AU$252.8m (up 1.1% from FY 2023). Net income: AU$8.78m (up AU$289.5m from FY 2023). Profit margin: 3.5% (up from net loss in FY 2023). The move to profitability was primarily driven by lower expenses. Revenue is forecast to stay flat during the next 3 years compared to a 15% growth forecast for the Software industry in Australia. Over the last 3 years on average, earnings per share has fallen by 54% per year but the company’s share price has only fallen by 31% per year, which means it has not declined as severely as earnings.
お知らせ • Jul 15Bravura Solutions Limited to Report Fiscal Year 2024 Results on Aug 14, 2024Bravura Solutions Limited announced that they will report fiscal year 2024 results on Aug 14, 2024
Reported Earnings • Feb 22First half 2024 earnings released: AU$0.004 loss per share (vs AU$0.77 loss in 1H 2023)First half 2024 results: AU$0.004 loss per share (improved from AU$0.77 loss in 1H 2023). Revenue: AU$128.1m (up 8.2% from 1H 2023). Net loss: AU$1.66m (loss narrowed 99% from 1H 2023). Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Software industry in Australia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 70 percentage points per year, which is a significant difference in performance.
お知らせ • Feb 06Bravura Solutions Limited to Report First Half, 2024 Results on Feb 20, 2024Bravura Solutions Limited announced that they will report first half, 2024 results on Feb 20, 2024
Board Change • Oct 01High number of new and inexperienced directorsThere are 6 new directors who have joined the board in the last 3 years. The company's board is composed of: 6 new directors. 1 experienced director. No highly experienced directors. Independent Non-Executive Director Peter Mann is the most experienced director on the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
お知らせ • Sep 28Bravura Solutions Limited Announces the Appointment of Charles Crouchman as an Independent Non-Executive DirectorBravura Solutions Limited announced the appointment to its Board of Mr. Charles Crouchman as an independent non-executive director effective immediately. Charles has deep technical knowledge to advise on the technical and operational plans presented by the Company's CTO organisation for its wide-ranging product portfolio. He has been responsible for leading a global product organisation including product management, product engineering, test engineering and product support. He recently spent 9 years as Chief Product Officer and Chief Technology Officer of Turbonomic, a cloud management tools business and remained with the business after its acquisition by IBM, as Head of Strategy, IT Automation.
Recent Insider Transactions • Sep 26Group CEO recently bought AU$100k worth of stockOn the 21st of September, Andrew Russell bought around 135k shares on-market at roughly AU$0.74 per share. This transaction increased Andrew's direct individual holding by 1x at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth AU$127k. Andrew has been a buyer over the last 12 months, purchasing a net total of AU$150k worth in shares.
お知らせ • Sep 19Bravura Solutions Limited Announces Appointment of Mr. Damien Leonard as A Non-Executive DirectorBravura Solutions Limited announced, further to its announcement on 25 August 2023, the appointment of Mr. Damien Leonard as a non-executive director of Bravura effective immediately.
お知らせ • Sep 05Bravura Solutions Limited, Annual General Meeting, Nov 02, 2023Bravura Solutions Limited, Annual General Meeting, Nov 02, 2023. Agenda: To consider re-election and appointment of directors.
お知らせ • Sep 01Bravura Solutions Limited Announces the Appointment of Sarah Adam-Gedge as Independent DirectorBravura Solutions Limited announced the appointment of Ms. Sarah Adam-Gedge as an independent director of the company effective immediately.
Recent Insider Transactions • Aug 29Independent Non-Executive Chairman recently bought AU$127k worth of stockOn the 28th of August, Matthew Quinn bought around 200k shares on-market at roughly AU$0.63 per share. This transaction amounted to 40% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth AU$167k. Matthew has been a buyer over the last 12 months, purchasing a net total of AU$361k worth in shares.
Reported Earnings • Aug 25Full year 2023 earnings released: AU$0.92 loss per share (vs AU$0.12 profit in FY 2022)Full year 2023 results: AU$0.92 loss per share (down from AU$0.12 profit in FY 2022). Revenue: AU$250.1m (down 6.2% from FY 2022). Net loss: AU$280.7m (down AU$310.6m from profit in FY 2022). Revenue is forecast to stay flat during the next 2 years compared to a 16% growth forecast for the Software industry in Australia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 71 percentage points per year, which is a significant difference in performance.
お知らせ • Aug 25Bravura Solutions Limited Not to Pay Final Dividend for Fiscal Year 2023Bravura Solutions Limited announced that no final dividend has been declared for fiscal year 2023. The Dividend Reinvestment Plan has been suspended. A final fiscal year 2022 dividend of 3.2 cents per share was paid on 29 September 2022.
お知らせ • Aug 15Bravura Solutions Limited Appoints Shezad Okhai as Chief Commercial OfficerBravura Solutions Limited announced that Shezad Okhai has been appointed as Chief Commercial Officer (CCO) effective 15 August 2023 on a fixed term contract to end on 30 June 2024. As a result of his appointment, he will resign from his position as Chief Investment Officer of Pinetree Capital Limited. Mr. Okhai was appointed a non-executive director on 28 April 2023. The Board considers Mr. Okhai to be an executive director from the time of his appointment as CCO and will continue his status as non-independent. Reporting to the CEO, Mr. Okhai will work with the BVS executive team to deliver on: Business performance improvement plans; Customer engagement and commercial management; and Leading and implementing specific strategic and commercial initiatives as directed by the CEO.
お知らせ • Aug 04Bravura Solutions Limited to Report Fiscal Year 2023 Results on Aug 25, 2023Bravura Solutions Limited announced that they will report fiscal year 2023 results on Aug 25, 2023
お知らせ • Jul 28+ 1 more updateBravura Solutions Limited Appoints Andrew Russell as Group CEOBravura Solutions Limited announced that Andrew Russell has been appointed as Group CEO effective immediately. Mr. Russell has been Interim CEO since 19 June 2023 while the Board undertook a global external executive search for a permanent CEO.
お知らせ • Jun 29Bravura Solutions Limited Announces Resignation of Nigel Liddell as Joint Company SecretaryBravura Solutions Limited announced that Nigel Liddell has resigned as Joint Company Secretary effective immediately.
Board Change • Jun 23Less than half of directors are independentThere are 4 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 4 new directors. 1 experienced director. No highly experienced directors. 2 independent directors (3 non-independent directors). Chairman for EMEA & Independent Non-Executive Director Peter Mann is the most experienced director on the board, commencing their role in 2015. Independent Non-Executive Director Russell Baskerville was the last independent director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of experienced directors.
お知らせ • Jun 19+ 1 more updateBravura Solutions Limited Announces Management ChangesBravura Solutions Limited announced that Libby Roy will step down as Managing Director effective immediately and will remain with the Company until 30 June 2023 for handover and transition purposes. Effective immediately, the Company appoints Melissa Jones (nee Corbutt) as joint Company Secretary and Mr. Montford steps down as Joint Company Secretary.
Board Change • Jun 11Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Non-Executive Director Russell Baskerville was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Recent Insider Transactions • Jun 03Insider recently bought AU$167k worth of stockOn the 1st of June, Matthew Quinn bought around 350k shares on-market at roughly AU$0.48 per share. This trade did not impact their existing holding. In the last 3 months, there was an even bigger purchase from another insider worth AU$826k. Insiders have collectively bought AU$1.8m more in shares than they have sold in the last 12 months.
お知らせ • Jun 01Bravura Solutions Limited Announces Management ChangesBravura Solutions Limited announced the appointment of Matthew Quinn as Non-Executive Chairman commencing on 31 May 2023. Mr. Quinn is a highly experienced chairman and non-executive Director of Australian listed and unlisted companies and was Managing Director of Stockland from 2000 to 2013. Matthew is currently a non-executive director of Elders Limited and chairman of private equity owned TSA Management Limited. He recently announced his retirement as a non-executive director of CSR Limited, was previously chairman of Class Limited and a non-executive director of Regis Healthcare Limited. The company also announced, further to its announcement on 12 May 2023, the appointment of Mr. Neil Montford as Joint Company Secretary of company effective immediately. Mr. Brent Henley has tendered his resignation as Joint Company Secretary effective on June 1, 2023.
お知らせ • May 12Bravura Solutions Limited Announces Chief Financial Officer ChangesBravura Solutions Limited announced the appointment of Mr. Neil Montford as Chief Financial Officer of the company, commencing on 1 June 2023. The company announced on 18 January that it had commenced an internal and external search for a new CFO and on 10 March that acting CFO Harmen Fredrikze had resigned to pursue other opportunities. The announcement noted Mr. Fredrikze would continue as acting CFO until 8 June 2023 in order to work with the Board and management to transition his CFO responsibilities in an orderly manner. The company announced that Neil Montford, who has been consulting to the company since 13 March 2023, will commence as CFO on 1 June 2023. Mr. Montford has over 20 years’ experience in senior Finance roles, including within ASX-listed companies. For the past 11 years he has held a number of senior finance roles at Fidelity International, latterly as CFO of Asia Pacific, and prior to that managed the Finance functions for two of Macquarie Group’s operating divisions. He has also held senior finance roles in the UK and was with Deloitte in the UK and Australia.
Board Change • Apr 06High number of new directorsNon-Executive Director Shezad Okhai was the last director to join the board, commencing their role in 2023.
Reported Earnings • Mar 07First half 2023 earnings released: AU$0.77 loss per share (vs AU$0.062 profit in 1H 2022)First half 2023 results: AU$0.77 loss per share (down from AU$0.062 profit in 1H 2022). Revenue: AU$118.4m (down 11% from 1H 2022). Net loss: AU$190.9m (down AU$206.2m from profit in 1H 2022). Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Software industry in Australia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 43 percentage points per year, which is a significant difference in performance.
お知らせ • Feb 03Bravura Solutions Limited to Report First Half, 2023 Results on Feb 28, 2023Bravura Solutions Limited announced that they will report first half, 2023 results on Feb 28, 2023
お知らせ • Jan 18+ 1 more updateBravura Solutions Limited Announces Executive ChangesBravura Solutions Limited announced that with immediate effect, Chief Financial Officer and Joint Company Secretary, Brent Henley, will move to a newly created global role of Chief Commercial Officer, helping to drive the key outputs from the program. In addition, Bravura announced that Adam Warwick has joined the business as Chief Technology Officer, based in London. Mr. Warwick has more than 20 years' experience in technology roles, most recently as Chief Information Officer (CIO) for UK wealth management company Quilter. Having previously held CIO accountability on behalf of Aviva and Zurich, Mr. Warwick brings strong industry experience and a deep understanding of technology enabled transformation.
Buying Opportunity • Jan 06Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 28%. The fair value is estimated to be AU$1.13, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 4.1%. For the next 3 years, revenue is forecast to grow by 4.1% per annum. Earnings is forecast to decline by 20% per annum over the same time period.
Recent Insider Transactions • Nov 17Board Member recently bought AU$86k worth of stockOn the 8th of November, Peter Mann bought around 119k shares on-market at roughly AU$0.72 per share. This transaction increased Peter's direct individual holding by 4x at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth AU$398k. Insiders have collectively bought AU$858k more in shares than they have sold in the last 12 months.
Recent Insider Transactions • Nov 07Independent Non-Executive Chairman recently bought AU$398k worth of stockOn the 4th of November, Neil Broekhuizen bought around 636k shares on-market at roughly AU$0.63 per share. This transaction increased Neil's direct individual holding by 3x at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Neil's only on-market trade for the last 12 months.
Valuation Update With 7 Day Price Move • Oct 01Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to AU$1.24, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 30x in the Software industry in Australia. Total loss to shareholders of 65% over the past three years.
Reported Earnings • Aug 31Full year 2022 earnings released: EPS: AU$0.12 (vs AU$0.14 in FY 2021)Full year 2022 results: EPS: AU$0.12 (down from AU$0.14 in FY 2021). Revenue: AU$266.7m (up 9.7% from FY 2021). Net income: AU$29.9m (down 13% from FY 2021). Profit margin: 11% (down from 14% in FY 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 3.2%, compared to a 50% growth forecast for the Software industry in Australia. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 31% per year, which means it is performing significantly worse than earnings.
Recent Insider Transactions • Apr 27Key Executive recently bought AU$175k worth of stockOn the 22nd of April, Brent Henley bought around 96k shares on-market at roughly AU$1.83 per share. This was the largest purchase by an insider in the last 3 months. This was Brent's only on-market trade for the last 12 months.
Reported Earnings • Feb 27First half 2022 earnings: Revenues and EPS in line with analyst expectationsFirst half 2022 results: EPS: AU$0.062 (up from AU$0.037 in 1H 2021). Revenue: AU$132.4m (up 14% from 1H 2021). Net income: AU$15.3m (up 69% from 1H 2021). Profit margin: 12% (up from 7.8% in 1H 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 6.0%, compared to a 31% growth forecast for the industry in Australia. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 31% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Aug 27Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to AU$3.08, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 41x in the Software industry in Australia. Total loss to shareholders of 22% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at AU$4.59 per share.
Reported Earnings • Aug 26Full year 2021 earnings released: EPS AU$0.14 (vs AU$0.17 in FY 2020)The company reported a poor full year result with weaker earnings and revenues, although profit margins were flat. Full year 2021 results: Revenue: AU$243.2m (down 12% from FY 2020). Net income: AU$34.6m (down 14% from FY 2020). Profit margin: 14% (in line with FY 2020). Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
お知らせ • Aug 25Bravura Solutions Limited Provides Earnings Guidance for the Year 2022Bravura Solutions Limited provided earnings guidance for the year 2022. The company announced that the COVID-19 pandemic continues to impact Bravura's key markets. The near-term outlook remains uncertain. However, the sales pipeline remains strong, demand in the UK is beginning to improve, and there are significant opportunities for Sonata Alta in Australia. Bravura currently expects for year 2022 NPAT growth in the mid-teens relative to for year 2021 adjusted NPAT of AUD 32.3 million.
Valuation Update With 7 Day Price Move • Jun 11Investor sentiment improved over the past weekAfter last week's 21% share price gain to AU$3.82, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 35x in the Software industry in Australia. Total returns to shareholders of 30% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at AU$3.89 per share.
Valuation Update With 7 Day Price Move • May 06Investor sentiment improved over the past weekAfter last week's 16% share price gain to AU$3.25, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 32x in the Software industry in Australia. Total returns to shareholders of 9.1% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at AU$2.63 per share.
Analyst Estimate Surprise Post Earnings • Feb 28Revenue misses expectationsRevenue missed analyst estimates by 100%. Over the next year, revenue is forecast to grow 3.6%, compared to a 23% growth forecast for the Software industry in Australia.
Reported Earnings • Feb 26First half 2021 earnings released: EPS AU$0.037 (vs AU$0.081 in 1H 2020)The company reported a poor first half result with weaker earnings, revenues and profit margins. First half 2021 results: Revenue: AU$115.9m (down 15% from 1H 2020). Net income: AU$9.02m (down 54% from 1H 2020). Profit margin: 7.8% (down from 14% in 1H 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 9% per year.
お知らせ • Feb 16Bravura Solutions Limited to Report First Half, 2021 Results on Feb 25, 2021Bravura Solutions Limited announced that they will report first half, 2021 results on Feb 25, 2021
Is New 90 Day High Low • Feb 12New 90-day low: AU$2.81The company is down 11% from its price of AU$3.17 on 13 November 2020. The Australian market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$2.24 per share.
Is New 90 Day High Low • Oct 28New 90-day low: AU$3.13The company is down 28% from its price of AU$4.33 on 30 July 2020. The Australian market is up 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is up 21% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$2.06 per share.
お知らせ • Oct 12Bravura Solutions Limited (ASX:BVS) agreed to acquire Delta Financial Systems Limited for approximately £23 million.Bravura Solutions Limited (ASX:BVS) agreed to acquire Delta Financial Systems Limited for approximately £23 million on October 12, 2020. transaction will be funded existing cash reserves. Transaction is subject to regulatory approval and is expected to close by the end of October 2020. Transaction is expected to be EPS accretive in fiscal year 2021.
お知らせ • Aug 19Bravura Solutions Limited to Report Fiscal Year 2020 Results on Aug 26, 2020Bravura Solutions Limited announced that they will report fiscal year 2020 results at 9:16 PM, GMT Standard Time on Aug 26, 2020