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Employees: 955
Size Bravura Solutions (BVS.AX) is an Australia Information Technology company (Packaged Software) with a market value of $1.06B, the 171st largest of 316 Australia companies the cockpit tracks. Shares closed at A$3.40 on 6 Nov 2026.
Performance Over six months the shares gained 50.4%, against -21.7% for the median peer and +4.1% for the Australia market (cap-weighted) — 2nd highest of 20 in its peer set.
Growth Revenue fell 9.7% over the last twelve months (peer median +8.5%); the operating margin is 25.5% (peer median 0.5%).
Valuation It trades at 24.3× forward earnings against a peer median of 30.6× (5th cheapest of 12).
Price implies For today's price to make sense, revenue must grow about 4% a year for seven years (Req g). Recent delivered growth is +3%, so the hurdle is +1 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
Capital Return on invested capital runs 58.3 points above its cost of capital (7.8% WACC).
Next results Next results expected around 24 Feb 2027 (exchange calendar; dates can move).
| TTM | FY2026 | FY2025 | FY2024 | FY2023 | |
|---|---|---|---|---|---|
| Revenue | A$283M | A$283M | A$313M | A$249M | A$248M |
| Revenue growth | — | -10% | +26% | 0% | — |
| Gross profit | A$95.7M | A$95.7M | A$119M | A$39.1M | A$11.4M |
| EBITDA | A$85.9M | A$85.9M | A$107M | A$28.0M | A$1.89M |
| Net income | A$111M | A$111M | A$74.2M | A$8.78M | -A$281M |
| Free cash flow | A$79.7M | A$79.7M | A$99.8M | A$26.1M | -A$9.52M |
| Capital expenditure | A$3.50M | A$3.50M | A$2.87M | A$6.49M | A$19.2M |
| Total debt | n/a | A$6.94M | A$13.3M | A$17.4M | A$27.8M |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | BVS.AX | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +10.4% | -5.2% | 5th highest of 21 |
| 6-month return | +50.4% | -21.7% | 2nd highest of 20 |
| Distance from 52-week high | -6.3% | -37.7% | highest of 21 |
| Revenue growth (TTM) | -9.7% | +8.5% | 4th lowest of 21 |
| Operating margin | 25.5% | 0.5% | highest of 21 |
| Forward P/E | 24.3× | 30.6× | 5th cheapest of 12 |
| Growth the price implies (Req g, 7 yrs) | 4.1% | 10.2% | 3rd least demanding of 9 |
| Growth delivered (Del g) | +3.1% | +20.0% | 2nd lowest of 9 |
| Hurdle (Req g minus delivered) | +1.0 pp | -1.6 pp | 4th most demanding of 9 |
| ROIC minus cost of capital | +58.3 pp | -6.6 pp | highest of 19 |
| EV / EBITDA | 17.2× | 9.1× | 3rd most expensive of 6 |
| Net debt / EBITDA | -0.5× | -2.2× | 3rd most indebted of 7 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Bravura Solutions BVS.AX | Australia | $1.06B | +50% | -10% | 25% | 24.3× | 4.1% | +3.1% |
| PATEO CONNECT Technology (Shanghai) 2889.HK | Hong Kong | $1.05B | -65% | +72% | -24% | n/a | n/a | n/a |
| Sichuan Xun You Network Technology 300467.SZ | China | $1.05B | -22% | +2% | 1% | n/a | n/a | n/a |
| BigBear.ai BBAI | United States | $1.07B | -47% | -1% | -66% | n/a | n/a | n/a |
| Suzhou MedicalSystem Technology 603990.SS | China | $1.04B | +44% | -15% | 5% | 95.1× | n/a | n/a |
| Blackbuck BLACKBUCK.NS | India | $1.08B | -1% | +50% | 14% | 52.8× | 34.8% | +54.8% |
| Bingo Software 688227.SS | China | $1.08B | -56% | -7% | -11% | n/a | n/a | n/a |
| Tansun Technology 300872.SZ | China | $1.08B | -11% | -10% | -12% | 70.3× | n/a | n/a |
| ZoomInfo Technologies GTM | United States | $1.02B | -45% | +3% | 23% | 3.1× | -9.7% | +21.3% |
| Shenzhen Sunline Tech 300348.SZ | China | $1.10B | -22% | +19% | -1% | 84.3× | n/a | n/a |
| Tuya 2391.HK | Hong Kong | $1.00B | -33% | +7% | 5% | n/a | n/a | n/a |
| 74Software 74SW.PA | France | $1.11B | -5% | +11% | 14% | 13.3× | -1.7% | +18.9% |
| Birlasoft BSOFT.NS | India | $998M | -7% | +4% | 15% | 14.8× | 7.9% | +8.4% |
| Red Violet RDVT | United States | $1.12B | +41% | +20% | 18% | 40.3× | 39.4% | +21.1% |
| Riskified RSKD | United States | $1.13B | +78% | +10% | -4% | 27.3× | 12.6% | +15.3% |
| Hangzhou Diagens Biotechnology 2526.HK | Hong Kong | $1.13B | -68% | +134% | -49% | n/a | n/a | n/a |
| Shanghai Yaoji Technology 002605.SZ | China | $1.14B | -11% | -3% | 20% | 15.0× | 6.4% | +1.0% |
| Chengdu Information Technology of Chinese Academy of Sciences 300678.SZ | China | $969M | -24% | +100% | 0% | n/a | n/a | n/a |
| Nexwise Intelligence China 301248.SZ | China | $967M | -47% | +11% | 13% | 30.6× | n/a | n/a |
| Shiprocket SHIPROCKET.NS | India | $963M | n/a | +24% | -5% | n/a | 56.2% | +23.0% |
| Kakao Games 293490.KS | South Korea | $962M | +3% | -21% | -27% | n/a | n/a | n/a |