Bravura Solutions Limited

ASX:BVS Stock Report

Market Cap: AU$981.8m

Bravura Solutions Past Earnings Performance

Past criteria checks 3/6

Bravura Solutions has been growing earnings at an average annual rate of 8.6%, while the Software industry saw earnings growing at 14.6% annually. Revenues have been growing at an average rate of 0.8% per year. Bravura Solutions's return on equity is 44.5%, and it has net margins of 14.3%.

Key information

8.55%

Earnings growth rate

2.23%

EPS growth rate

Software Industry Growth22.05%
Revenue growth rate0.79%
Return on equity44.46%
Net Margin14.28%
Last Earnings Update31 Dec 2025

Recent past performance updates

Recent updates

Narrative Update May 11

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Bravura Solutions Limited ( ASX:BVS ) shareholders that were waiting for something to happen have been dealt a blow...
Narrative Update Jan 26

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

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

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

Key Insights Bravura Solutions' estimated fair value is AU$3.31 based on 2 Stage Free Cash Flow to Equity Bravura...
Narrative Update Jan 11

BVS: Higher Margin Outlook May Support Shares Despite Softer Revenue

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

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

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

BVS: Index Inclusions And Fiscal Guidance Will Sustain Measured Performance

Analysts have maintained Bravura Solutions' price target at $2.77. They cite limited changes in revenue growth and margin expectations as justification for keeping their valuation unchanged.
Narrative Update Nov 16

BVS: Index Additions And Updated Guidance Signal Continued Strength Ahead

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

BVS: Index Additions And Steady Outlook Will Support Balanced Performance

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

Modern Third Party Platforms Will Advance Efficiency Despite Client Exits

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

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

Bravura Solutions Limited ( ASX:BVS ) shareholders have had their patience rewarded with a 65% share price jump in the...
Narrative Update Oct 04

Modern Third Party Platforms Will Advance Efficiency Despite Client Exits

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

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

Key Insights Using the 2 Stage Free Cash Flow to Equity, Bravura Solutions fair value estimate is AU$2.47 Bravura...
Narrative Update Aug 15

Modern Third Party Platforms Will Advance Efficiency Despite Client Exits

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

EMEA Headwinds Will Impact Future Performance Amid Budget Cuts

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Revenue & Expenses Breakdown

How Bravura Solutions makes and spends money. Based on latest reported earnings, on an LTM basis.


Earnings and Revenue History

ASX:BVS Revenue, expenses and earnings (AUD Millions)
DateRevenueEarningsG+A ExpensesR&D Expenses
31 Dec 2527239180
30 Sep 2526757180
30 Jun 2526174180
31 Mar 2525873180
31 Dec 2425572220
30 Sep 2425440210
30 Jun 242539210
31 Mar 24256-41220
31 Dec 23260-91220
30 Sep 23255-186230
30 Jun 23250-281230
31 Mar 23251-228230
31 Dec 22253-176220
30 Sep 22260-73210
30 Jun 2226730190
31 Mar 2226335170
31 Dec 2126041150
30 Sep 2125138140
30 Jun 2124335140
31 Mar 2124932140
31 Dec 2025529150
30 Sep 2026535161
30 Jun 2027540171
31 Mar 2027138191
31 Dec 1926736212
30 Sep 1926235232
30 Jun 1925833252
31 Mar 1925231252
31 Dec 1824629242
30 Sep 1823428232
30 Jun 1822227212
31 Mar 1821125202
31 Dec 1720123192
30 Sep 1719719192
30 Jun 1719214193
31 Mar 171886192
31 Dec 16183-2192
30 Sep 16184-4192
30 Jun 16185-6192
30 Jun 15152-89172

Quality Earnings: BVS has high quality earnings.

Growing Profit Margin: BVS's current net profit margins (14.3%) are lower than last year (28.2%).


Free Cash Flow vs Earnings Analysis


Past Earnings Growth Analysis

Earnings Trend: BVS has become profitable over the past 5 years, growing earnings by 8.6% per year.

Accelerating Growth: BVS's has had negative earnings growth over the past year, so it can't be compared to its 5-year average.

Earnings vs Industry: BVS had negative earnings growth (-45.8%) over the past year, making it difficult to compare to the Software industry average (10.5%).


Return on Equity

High ROE: BVS's Return on Equity (44.5%) is considered outstanding.


Return on Assets


Return on Capital Employed


Discover strong past performing companies

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/20 01:50
End of Day Share Price 2026/05/20 00:00
Earnings2025/12/31
Annual Earnings2025/06/30

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Bravura Solutions Limited is covered by 6 analysts. 4 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Cameron HalkettCanaccord Genuity
Donald CarducciJ.P. Morgan
Michael JamesJ.P. Morgan