View ValuationBravura Solutions 향후 성장Future 기준 점검 2/6Bravura Solutions (는) 각각 연간 8% 및 3.2% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 7.8% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 50.5% 로 예상됩니다.핵심 정보8.0%이익 성장률7.82%EPS 성장률Software 이익 성장15.9%매출 성장률3.2%향후 자기자본이익률50.47%애널리스트 커버리지Low마지막 업데이트23 Feb 2026최근 향후 성장 업데이트공지 • 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).모든 업데이트 보기Recent updates공지 • 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, 2026공지 • Aug 20Bravura Solutions Limited, Annual General Meeting, Oct 15, 2025Bravura Solutions Limited, Annual General Meeting, Oct 15, 2025.공지 • 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, 2025공지 • 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.공지 • 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).공지 • 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, 2025공지 • 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.공지 • Sep 03Bravura Solutions Limited, Annual General Meeting, Oct 30, 2024Bravura Solutions Limited, Annual General Meeting, Oct 30, 2024.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 10% growth forecast for the Software industry in Germany. 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 32% per year, which means it has not declined as severely as earnings.공지 • 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 21First 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 2.1% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Software industry in Germany. 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.공지 • 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.공지 • 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 €60k worth of stockOn the 21st of September, Andrew Russell bought around 135k shares on-market at roughly €0.45 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 €75k. Andrew has been a buyer over the last 12 months, purchasing a net total of €91k worth in shares.공지 • 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.공지 • 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.공지 • 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 €75k worth of stockOn the 28th of August, Matthew Quinn bought around 200k shares on-market at roughly €0.38 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 €102k. Matthew has been a buyer over the last 12 months, purchasing a net total of €219k 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 7.1% growth forecast for the Software industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 64 percentage points per year, which is a significant difference in performance.공지 • 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.공지 • 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.공지 • 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, 2023공지 • 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.New Risk • Jul 27New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Shareholders have been substantially diluted in the past year (81% increase in shares outstanding). Minor Risk Share price has been volatile over the past 3 months (6.5% average weekly change).공지 • 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.공지 • 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 12Less 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 04Insider recently bought €102k worth of stockOn the 1st of June, Matthew Quinn bought around 350k shares on-market at roughly €0.29 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 €508k. Insiders have collectively bought €1.1m more in shares than they have sold in the last 12 months.공지 • 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.공지 • 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 10First 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 5.0% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Software industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 32 percentage points per year, which is a significant difference in performance.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 2.8% growth forecast for the Software industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 45 percentage points per year, which is a significant difference in performance.Buying Opportunity • Feb 15Now 23% undervaluedOver the last 90 days, the stock is up 5.7%. The fair value is estimated to be €0.72, 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.공지 • 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, 2023공지 • 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 07Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 29%. The fair value is estimated to be €0.71, 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 07Independent Non-Executive Chairman recently bought €259k worth of stockOn the 4th of November, Neil Broekhuizen bought around 636k shares on-market at roughly €0.41 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.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 7.8% growth forecast for the Software industry in Germany. 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 30% per year, which means it is performing significantly worse than earnings.Valuation Update With 7 Day Price Move • Aug 09Investor sentiment improved over the past weekAfter last week's 19% share price gain to €1.14, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 21x in the Software industry in Germany. Total loss to shareholders of 52% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €2.08 per share.Recent Insider Transactions • Apr 27Key Executive recently bought €118k worth of stockOn the 22nd of April, Brent Henley bought around 96k shares on-market at roughly €1.23 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 26First 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 5.4%, compared to a 15% growth forecast for the industry in Germany. 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 26Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €1.91, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 33x in the Software industry in Germany. Total loss to shareholders of 19% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €3.02 per share.Reported Earnings • Aug 25Full 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 whereas the company’s share price has fallen by 3% per year.Valuation Update With 7 Day Price Move • Jun 12Investor sentiment improved over the past weekAfter last week's 21% share price gain to AU$2.38, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 32x in the Software industry in Germany. Total returns to shareholders of 28% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €2.57 per share.Valuation Update With 7 Day Price Move • May 07Investor sentiment improved over the past weekAfter last week's 17% share price gain to AU$2.04, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 34x in the Software industry in Germany. Total returns to shareholders of 11% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €1.82 per share.Valuation Update With 7 Day Price Move • Mar 05Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to AU$1.58, the stock is trading at a trailing P/E ratio of 20.8x, down from the previous P/E ratio of 24.5x. This compares to an average P/E of 33x in the Software industry in Germany. Total returns to shareholders over the past three years are 18%.Analyst Estimate Surprise Post Earnings • Feb 27Revenue misses expectationsRevenue missed analyst estimates by 100%. Over the next year, revenue is forecast to grow 3.6%, compared to a 26% growth forecast for the Software industry in Germany.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 10% per year.Is New 90 Day High Low • Feb 13New 90-day low: €1.76The company is down 8.0% from its price of €1.91 on 13 November 2020. The German market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.55 per share.Is New 90 Day High Low • Oct 17New 90-day low: €1.96The company is down 25% from its price of €2.62 on 17 July 2020. The German market is up 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is down 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.24 per share.이익 및 매출 성장 예측DB:BRA - 애널리스트 향후 추정치 및 과거 재무 데이터 (AUD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수6/30/202829758596846/30/202728753616946/30/2026282536166412/31/2025272397075N/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/A더 보기애널리스트 향후 성장 전망수입 대 저축률: BRA 의 연간 예상 수익 증가율(8%)이 saving rate(1.9%)보다 높습니다.수익 vs 시장: BRA 의 연간 수익(8%)이 German 시장(16.7%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: BRA 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: BRA 의 수익(연간 3.2%)이 German 시장(연간 6.4%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: BRA 의 수익(연간 3.2%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: BRA의 자본 수익률은 3년 후 50.5%로 매우 높을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YSoftware 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/06 15:07종가2026/05/06 00:00수익2025/12/31연간 수익2025/06/30데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Bravura Solutions Limited는 6명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Cameron HalkettCanaccord GenuityDonald CarducciJ.P. MorganMichael JamesJ.P. Morgan3명의 분석가 더 보기
공지 • 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).
공지 • 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
공지 • Aug 20Bravura Solutions Limited, Annual General Meeting, Oct 15, 2025Bravura Solutions Limited, Annual General Meeting, Oct 15, 2025.
공지 • 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
공지 • 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.
공지 • 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).
공지 • 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
공지 • 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.
공지 • Sep 03Bravura Solutions Limited, Annual General Meeting, Oct 30, 2024Bravura Solutions Limited, Annual General Meeting, Oct 30, 2024.
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 10% growth forecast for the Software industry in Germany. 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 32% per year, which means it has not declined as severely as earnings.
공지 • 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 21First 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 2.1% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Software industry in Germany. 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.
공지 • 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.
공지 • 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 €60k worth of stockOn the 21st of September, Andrew Russell bought around 135k shares on-market at roughly €0.45 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 €75k. Andrew has been a buyer over the last 12 months, purchasing a net total of €91k worth in shares.
공지 • 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.
공지 • 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.
공지 • 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 €75k worth of stockOn the 28th of August, Matthew Quinn bought around 200k shares on-market at roughly €0.38 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 €102k. Matthew has been a buyer over the last 12 months, purchasing a net total of €219k 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 7.1% growth forecast for the Software industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 64 percentage points per year, which is a significant difference in performance.
공지 • 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.
공지 • 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.
공지 • 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
공지 • 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.
New Risk • Jul 27New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Shareholders have been substantially diluted in the past year (81% increase in shares outstanding). Minor Risk Share price has been volatile over the past 3 months (6.5% average weekly change).
공지 • 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.
공지 • 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 12Less 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 04Insider recently bought €102k worth of stockOn the 1st of June, Matthew Quinn bought around 350k shares on-market at roughly €0.29 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 €508k. Insiders have collectively bought €1.1m more in shares than they have sold in the last 12 months.
공지 • 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.
공지 • 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 10First 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 5.0% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Software industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 32 percentage points per year, which is a significant difference in performance.
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 2.8% growth forecast for the Software industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 45 percentage points per year, which is a significant difference in performance.
Buying Opportunity • Feb 15Now 23% undervaluedOver the last 90 days, the stock is up 5.7%. The fair value is estimated to be €0.72, 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.
공지 • 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
공지 • 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 07Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 29%. The fair value is estimated to be €0.71, 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 07Independent Non-Executive Chairman recently bought €259k worth of stockOn the 4th of November, Neil Broekhuizen bought around 636k shares on-market at roughly €0.41 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.
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 7.8% growth forecast for the Software industry in Germany. 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 30% per year, which means it is performing significantly worse than earnings.
Valuation Update With 7 Day Price Move • Aug 09Investor sentiment improved over the past weekAfter last week's 19% share price gain to €1.14, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 21x in the Software industry in Germany. Total loss to shareholders of 52% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €2.08 per share.
Recent Insider Transactions • Apr 27Key Executive recently bought €118k worth of stockOn the 22nd of April, Brent Henley bought around 96k shares on-market at roughly €1.23 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 26First 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 5.4%, compared to a 15% growth forecast for the industry in Germany. 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 26Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €1.91, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 33x in the Software industry in Germany. Total loss to shareholders of 19% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €3.02 per share.
Reported Earnings • Aug 25Full 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 whereas the company’s share price has fallen by 3% per year.
Valuation Update With 7 Day Price Move • Jun 12Investor sentiment improved over the past weekAfter last week's 21% share price gain to AU$2.38, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 32x in the Software industry in Germany. Total returns to shareholders of 28% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €2.57 per share.
Valuation Update With 7 Day Price Move • May 07Investor sentiment improved over the past weekAfter last week's 17% share price gain to AU$2.04, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 34x in the Software industry in Germany. Total returns to shareholders of 11% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €1.82 per share.
Valuation Update With 7 Day Price Move • Mar 05Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to AU$1.58, the stock is trading at a trailing P/E ratio of 20.8x, down from the previous P/E ratio of 24.5x. This compares to an average P/E of 33x in the Software industry in Germany. Total returns to shareholders over the past three years are 18%.
Analyst Estimate Surprise Post Earnings • Feb 27Revenue misses expectationsRevenue missed analyst estimates by 100%. Over the next year, revenue is forecast to grow 3.6%, compared to a 26% growth forecast for the Software industry in Germany.
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 10% per year.
Is New 90 Day High Low • Feb 13New 90-day low: €1.76The company is down 8.0% from its price of €1.91 on 13 November 2020. The German market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.55 per share.
Is New 90 Day High Low • Oct 17New 90-day low: €1.96The company is down 25% from its price of €2.62 on 17 July 2020. The German market is up 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is down 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.24 per share.