Stock analysis · Bull Rankings model

OTEX analysis

Open Text CorporationSoftware - Application. Scored on the same transparent model behind the daily rankings.

OTEX
Open Text Corporation · Software - Application
FCF$808mC+
Rev+1.5%C
D/E1.49C
P/E9.8xA
PEG1.02B+
65.2Score
$25.18$6.1B
1Y Target$27.95Analyst consensus · 11 analysts
5Y Target$35.29Compound horizon
10Y Target$45.26Long-dated conviction
FCF$808mTTM
C+
FCF $808m — respectable but not differentiating
Rev+1.5%TTM YoY
C
Revenue +1.5% — flat, mature phase or headwinds present
D/E1.49
C
D/E 1.49 — more levered than most Technology peers (≈90th pctile)
P/E9.8x
A
P/E 9.8 — cheapest decile in Technology (≈10th pctile)
PEG1.02
B+
PEG 1.02 — near fair value, classic Lynch benchmark (1.0)

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 · 65.2
Quality68.7
Growth52.4
Value77.1
Why this score
  • Buying back stock
Entry · Margin of safety
52-week rangeNear 52-week low
37% off the 12-month high
vs DCF fair value54% belowest. fair value ~$55
What the price assumes: free cash flow compounding at ~-12% a year for the next decade — vs the ~9% a year our model projects from current growth and analyst estimates.
Quality signals · context only
Gross profitability30% · Bgross profit ÷ total assets (Novy-Marx)
ROIC8.7% · Breturn 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
Open Text’s enterprise‑AI data‑management platform is the only end‑to‑end suite that lets global corporations collect, govern and secure data across private‑cloud and SaaS layers, and that breadth fuels a cash‑rich balance sheet – $808 m of free‑cash‑flow and a 12.3% profit margin at a rock‑bottom PE of 9.8×. Our Bull Rankings model gives OTEX a Quality‑Growth score of 65.2, with Value as its strongest pillar (77) and Growth the weakest (52), meaning the stock is undervalued relative to peers and the upside hinges on unlocking that growth via AI‑driven data services. The thesis rests on the company’s ability to translate its platform advantage into higher subscription uptake, which will compound cash flow beyond the modest 1.5% revenue growth we see today.
Moat
The platform’s integrated data‑governance, security and AI‑ready services lock large enterprises into multi‑year contracts, creating high switching costs and a lock‑in effect that few pure‑play SaaS rivals can replicate. OTEX’s private‑cloud and managed‑service offerings deepen relationships with regulated industries, turning its 16% ROE into pricing power derived from mission‑critical data compliance.
Risk
The growth pillar scores only 52, reflecting the tepid 1.5% YoY revenue growth that could signal a plateau in new AI‑data contracts, while a debt‑to‑equity of 1.49 limits financial flexibility if capital spending spikes. A sustained slowdown or a shift of enterprise budgets away from data‑management services would validate the bear case and crush the upside.
Horizon
1-3 yr $27.95 (11-analyst consensus) — multiple re-rating thesis requires a catalyst. 5 yr $35.29 at ~7% CAGR — dividend + buyback compounding. 10 yr $45.26 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.

OTEX vs the Top Picks average

PillarOTEXBook avgDiff
Quality0.690.83-0.15
Growth0.520.87-0.34
Value0.770.76in line

Averaged across the 30 names in today's Top Picks (mean score 81.6). A name can beat these averages and still be absent from the book — it also applies concentration limits.

Trend
+9.8 over 51 daily scores
From 55.4 (Jun 22) → 65.2 (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.

OTEX at a glance

THE BULL RANKINGS SCORECARD65.2/ 100 · BULL SCOREPEER MEDIANQUALITY68.7GROWTH52.4VALUE77.1Reverse-DCF · Price implies roughly no growth from here.
PRICE vs OUR DCF FAIR VALUE$50.6$61.3FAIR-VALUE RANGE$25.2PRICEOur DCF fair value ~$54.8 · price $25.2 is 118% below it.
WHERE THIS SCORE SITS0255075100OTEX 65.2Top 16% of 1,827 scored names.
ONE-YEAR MOVE VS ITS BETAFLATThis stock-26%Trailing one-year price change. Price history is not an inputto the Bull Rankings score.

Every figure here comes from the same audited fundamentals behind the score. Charts drawn from data the score does not use say so on the card.

Analyst estimate revisions

30-day change-20.6%
90-day change-20.7%
Forward EPS estimate$4.26

Over the last 90 days, what analysts expect OTEX to earn is materially lower (-20.7%). 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 fiscal-year roll fell inside this window: the forward horizon moved on to the next financial year, which shifts the earnings figure without any analyst changing their view. That step is excluded, so the number above covers the rest of the window rather than all of it.

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 →

Shares to buy
79
Position size
$1,989
4.0% of portfolio
Stop price
$18.88
25% below $25.18
$ at risk if stopped
$497.31
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.

The Bull Rankings deep dive

Generated by the Bull Rankings model from current fundamentals and checked against the figures shown · rewritten weekly · updated · fundamentals as of . Not investment advice. How we source & verify every figure →

The Bull Rankings scorecard — our quality-growth score is 65.2 / 100, built from three pillars each graded 0–100 against sector peers: Quality 69, Growth 52, Value 77. At today's price, our reverse-DCF read says the market is implicitly betting on about -12% a year in free-cash-flow growth sustained for a decade — a gauge of how much optimism is already in the stock.

THE BULL RANKINGS SCORECARD65.2/ 100 · BULL SCOREPEER MEDIANQUALITY68.7GROWTH52.4VALUE77.1Reverse-DCF · Price implies roughly no growth from here.

The thesis

The Bull Rankings model gives OTEX a 65.2/100 quality-growth score, with Quality at 69, Growth at 52, and Value at 77. That spread matters. The weakest pillar—Growth at 52—is the scar tissue from a business that grew revenue only 1.5% in the year ended 2026-06-30, a crawl compared to the software sector’s average. Yet the strongest pillar—Value at 77—suggests the market has already priced in that sluggishness, leaving the stock trading at 9.8 times trailing earnings, a discount that isn’t accidental. The model also flashes a share-buyback signal, a vote of confidence that the capital returned to owners outweighs the growth deficit. Put simply, OTEX is a value trap only if you expect growth to accelerate; otherwise, the numbers already assume it won’t.

What the business actually is

DIVIDEND & PAYOUTYIELD4.6%PAYOUT43%A 4.6% yield at a 43% payout — comfortably covered.

Open Text doesn’t sell software—it sells the plumbing for enterprise AI. The company collects, connects, contextualizes, protects, governs, and secures data across global operations, from North America to China. Its revenue engine runs on cloud subscriptions, APIs, data services, and private-cloud managed arrangements, all anchored by a foundational platform of technology services and packaged business applications. The customer base spans industries that can’t afford data chaos: financial services, healthcare, government, and large multinationals that need a single pane of glass for AI-ready data. The model is sticky because once the platform is embedded, switching costs rise faster than a competitor can replicate the integrations.

Why it can (or can't) keep compounding

The durability case hinges on returns that still impress: 16% ROE in the latest quarter, a figure that keeps capital allocators from walking away even when growth stalls. The profit margin sits at 12.3%, a level that suggests pricing power hasn’t evaporated despite the slow revenue trajectory. The moat isn’t in any single product; it’s in the network of APIs and managed services that lock customers into a data fabric that’s costly to unwind. The Bull Rankings model’s share-buyback signal reinforces the view that management sees no better use for cash than shrinking the float, a tacit endorsement that the core franchise can generate cash without reinvesting at subpar rates.

The valuation question

PRICE vs OUR DCF FAIR VALUE$50.6$61.3FAIR-VALUE RANGE$25.2PRICEOur DCF fair value ~$54.8 · price $25.2 is 118% below it.

The price already assumes heavy pessimism. Trading at 9.8 times earnings with a PEG of 1.02, the market isn’t demanding a premium for growth it doesn’t believe in. The reverse-DCF read is even more telling: today’s price implies -12% per year free-cash-flow growth sustained for a decade. That’s a brutal assumption for a business that grew revenue only 1.5% in the year ended 2026-06-30. Either the model is wrong, or the market has priced in a slow-motion fade. The upside to this bleak scenario is that the downside is largely reflected in the stock, leaving room for upside if the cycle turns or if management can coax even modest acceleration from the platform.

The bear case

The bear’s sharpest arrow is the 1.5% revenue growth in the year ended 2026-06-30, a figure that lands in the penalty box when peers are expanding mid-single digits. The debt-to-equity ratio of 1.49 adds leverage to a slow-growth story, amplifying the risk that any earnings miss triggers a multiple compression. The model’s weakest pillar—Growth at 52—confirms the skepticism: the market isn’t paying up for what OTEX can’t deliver. Until that changes, the stock is a value trap disguised as a bargain.

What would change our mind

BULL SCORE OVER TIME65.2Jun 22Aug 27Ranged 55–69 over 50 trading days · now 65.2 (up +9.8).

First, revenue growth needs to cross 1.5% on a sustained basis; anything below that keeps the bear case alive. Second, ROE must hold above 16%—a drop below would signal capital erosion. Finally, the model’s Growth pillar must climb above 52, a move that would force the market to reconsider the multiple. Until then, the thesis stays tethered to the value pillar and the buyback signal, two forces that can support the stock even if the growth engine sputters.

Open Text Corporation (OTEX): score, valuation & FAQ

Open Text Corporation (OTEX) is a Software - Application company that scores 65.2 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 P/E (A) and PEG (B+). On valuation, OTEX sits about 54% below our discounted-cash-flow fair value (a margin of safety) — the current price implies roughly -12% annual free-cash-flow growth over the next decade.

Is OTEX a good stock to buy?

Bull Rankings scores OTEX 65.2 out of 100 on its quality-growth model, which is a solid, above-average reading. That is driven by P/E (A) and PEG (B+). A score is a quantitative screen of Open Text Corporation'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 OTEX score 65.2 on Bull Rankings?

The score leans on value at 77.1 out of 100, with growth the weakest pillar at 52.4 — the three combine geometrically, so a weak one cannot be papered over by a strong one. OTEX earns its highest marks on P/E (A) and PEG (B+). Each signal is graded against sector-aware thresholds rather than one absolute bar, so OTEX is measured against Software - Application peers, not against the market as a whole.

Is OTEX overvalued or undervalued?

Based on $25.18, OTEX sits about 54% below our discounted-cash-flow fair value (a margin of safety) — the current price implies roughly -12% annual free-cash-flow growth over the next decade. It trades at a 9.8x P/E (graded A). 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 OTEX?

The growth pillar scores only 52, reflecting the tepid 1.5% YoY revenue growth that could signal a plateau in new AI‑data contracts, while a debt‑to‑equity of 1.49 limits financial flexibility if capital spending spikes. A sustained slowdown or a shift of enterprise budgets away from data‑management services would validate the bear case and crush the upside.

New to these metrics? The guides explain free cash flow, how the score works, and more in the learn hub — or run another name through the screener.

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.

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