Opera Limited — Internet Content & Information. Scored on the same transparent model behind the daily rankings.
★
OPRA
Opera Limited · Internet Content & Information
FCF$112mC
Rev+27.9%A-
D/E0.01A
P/E13.7xB+
PEG0.54A-
73.1Score
$18.96$1.7B
1Y Target$26.29Analyst consensus · 7 analysts
5Y Target$33.19Compound horizon
10Y Target$42.56Long-dated conviction
FCF$112mTTMC
FCF $112m — modest; watch for margin expansion
Rev+27.9%TTM YoYA-
Revenue +27.9% — strong growth, well above S&P median (~7%)
D/E0.01A
D/E 0.01 — least levered decile in Communication Services (≈10th pctile)
P/E13.7xB+
P/E 13.7 — below the Communication Services median (≈40th pctile)
PEG0.54est.A-
PEG 0.54 — strong; Lynch's preferred zone · PEG derived: P/E ÷ forward 1-year analyst EPS growth, because this name has no vendor-supplied PEG. Same earnings-growth basis as the reported figure on other rows.
Forward price target — the 1-year figure is the analyst consensus where the stock is covered; the 5- and 10-year figures compound our earnings estimate from there. The DCF below is a separate cross-check on intrinsic value (what it's worth today), not another target.
Quality-growth score · 73.1
Quality69.3
Growth95.4
Value59.0
Why this score
Cut its dividend
Entry · Margin of safety
52-week rangeNear 52-week high
10% off the 12-month high
vs DCF fair value35% belowest. fair value ~$29
What the price assumes: free cash flow compounding at ~4% a year for the next decade — vs the ~25% a year our model projects from current growth and analyst estimates.
Quality signals · context only
Gross profitability46% · A-gross profit ÷ total assets (Novy-Marx)
ROIC7.0% · C+return on invested capital — not score-weighted
Model-generatedGenerated by the Bull Rankings model from this company's reported fundamentals, and checked against the figures shown above.
Why now
Opera’s AI‑enhanced browsers – especially the subscription‑based Opera Neon and the gamer‑focused Opera GX – are unlocking a compounding revenue engine, as evidenced by 27.9% YoY revenue growth, a healthy 17.6% profit margin and $112 m of free cash flow in the trailing twelve months. Our Bull Rankings model gives OPRA a Quality‑Growth score of 74.5, with Growth as the strongest pillar, underscoring the durability of this top‑line momentum. Because the reverse‑DCF implies only ~6% FCF growth versus the actual 27.9% revenue surge, the market is pricing in a conservative outlook, leaving ample upside if the AI‑browser suite continues to scale.
Moat
The moat resides in Opera’s integrated AI‑browser ecosystem that locks users into a suite of services – from personalized news to Web3 e‑commerce – creating high switching costs for both consumers and developers who embed their apps via Opera’s platform. This ecosystem fuels the 10% ROE, derived from pricing power in premium AI features that competitors cannot replicate quickly without comparable data assets and user base.
Risk
The bear case hinges on the rapid commoditization of AI‑driven browsers and the risk that larger players (e.g., Chrome, Edge) roll out comparable AI layers, eroding Opera’s differentiation and potentially compressing the current PE of 15.8 to sector averages. A sustained slowdown in revenue growth below the 27.9% FY YoY rate would validate this risk and force the stock back toward its 52‑week low of $11.71.
Horizon
1-3 yr $26.29 (7-analyst consensus) — multiple re-rating thesis requires a catalyst. 5 yr $33.19 at ~12% CAGR — dividend + buyback compounding. 10 yr $42.56 if the moat survives secular pressure.
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.
OPRA vs the Top Picks average
Pillar
OPRA
Book avg
Diff
Quality
0.69
0.84
-0.15
Growth
0.95
0.84
+0.11
Value
0.59
0.78
-0.19
Averaged across the 30 names in today's Top Picks (mean score 81.5). A name can beat these averages and still be absent from the book — it also applies concentration limits.
Score history · OPRA
Trend
+1.1 over 47 daily scores
From 72.0 (Jun 22) → 73.1 (now)
One point per daily model run. The range autoscales, so a flat-looking line can still hide 1–2 point moves — read the From → To values for the actual range.
Analyst estimate revisions
30-day change
+1.6%
90-day change
+1.6%
Forward EPS estimate
$1.77
Over the last 90 days, what analysts expect OPRA to earn is drifting higher (+1.6%). The estimate is derived from price and forward P/E captured at the same instant, so a moving share price does not move this number — only a changed forecast does.
A rising estimate means expectations are improving, not that the price has failed to keep up — and estimates get cut as readily as they get raised. It is not part of the Bull Rankings score. Biggest movers across the market →
Position sizing · OPRA
$
%
%
Shares to buy
105
Position size
$1,991
4.0% of portfolio
Stop price
$14.22
25% below $18.96
$ at risk if stopped
$497.70
budget $500.00 · 1% of portfolio
Math only — share count is floor(portfolio × risk% ÷ (price × stop%)). Doesn't account for commissions, slippage, gap risk, or position-correlation across your book. Inputs persist locally; never sent to the server. Not investment advice.
Opera Limited (OPRA): score, valuation & FAQ
Opera Limited (OPRA) is a Internet Content & Information company that scores 73.1 out of 100 on the Bull Rankings quality-growth model — a solid, above-average reading. The score blends three pillars — quality (durable returns, healthy margins, low leverage), growth (revenue and earnings), and value (valuation versus sector peers) — into one number, refreshed daily; it is a screen, not a buy recommendation.
Its strongest graded signals are D/E (A), Rev (A-) and PEG (A-). On valuation, OPRA sits about 35% below our discounted-cash-flow fair value (a margin of safety) — the current price implies roughly 4% annual free-cash-flow growth over the next decade.
Is OPRA a good stock to buy?
Bull Rankings scores OPRA 73.1 out of 100 on its quality-growth model, which is a solid, above-average reading. That is driven by D/E (A), Rev (A-) and PEG (A-). A score is a quantitative screen of Opera Limited's fundamentals, not personalised financial advice — weigh it against your own time horizon and risk tolerance, and read the risk factors below before acting.
Why does OPRA score 73.1 on Bull Rankings?
The quality-growth score blends three pillars — quality (returns on capital, margins, leverage, earnings quality), growth (revenue and earnings expansion), and value (valuation versus sector peers). OPRA earns its highest marks on D/E (A), Rev (A-) and PEG (A-). Each pillar is graded against sector-aware thresholds, then combined into the single 0–100 score.
Is OPRA overvalued or undervalued?
Based on $18.96, OPRA sits about 35% below our discounted-cash-flow fair value (a margin of safety) — the current price implies roughly 4% annual free-cash-flow growth over the next decade. It trades at a 13.7x P/E (graded B+). Discounted-cash-flow estimates are sensitive to growth and discount-rate assumptions, so treat this as a cross-check, not a price target.
What are the main risks of investing in OPRA?
The bear case hinges on the rapid commoditization of AI‑driven browsers and the risk that larger players (e.g., Chrome, Edge) roll out comparable AI layers, eroding Opera’s differentiation and potentially compressing the current PE of 15.8 to sector averages. A sustained slowdown in revenue growth below the 27.9% FY YoY rate would validate this risk and force the stock back toward its 52‑week low of $11.71.
Bull Rankings is an automated fundamentals screen for research and education. It is not investment advice, and nothing here is a recommendation to buy or sell any security. Do your own research and consider consulting a licensed financial advisor.