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Oracle Financial Services Software Limited (OFSS) Fair Value & Analysis

Technology · IN · Market cap ₹1.0T

OF Oracle Financial Services Software Limited OFSS · NSE
Price₹11,735
Fair Value₹5,821
Upside-50.4%
Quality90/100
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Healthy Growth
Highly profitable · 34.4% net margin
generates free cash flow
3.43% dividend yield
Ranks above peers (8/13)
Wide moat 94/100
Evidence: High Range ₹4,523 – ₹7,187 Share as image

Fair value as of: Jul 13, 2026

From 26 valuation models · updated 25 days ago

Share price +5.7% over the past month.

A strong business, but screening 50% overvalued on our models.

What matters now

  • A high-quality business (quality 90/100), yet the market already pays well above fair value. Quality at a full price, with little margin of safety.
  • The price sits above even our optimistic bull case (₹7,187). The favourable scenario is already priced in.
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Price vs Fair Value (5 years)

₹12,008 ₹2,444 Fair Value ₹5,821 Apr 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 13, 2026.

How to read this chart

60‑month range ₹2,444 – ₹12,008 · fair‑value band ₹4,523 – ₹7,187 · the ₹11,735 price screens above the ₹5,821 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 13, 2026.

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Analysis

Oracle Financial Services Software Limited (OFSS) currently trades at ₹11,735, while our model-based Fair Value estimate is ₹5,821, implying the stock looks roughly 50.4% overvalued today. We read business quality at 90/100 (high quality), in the Technology sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: high).

Over the trailing twelve months, Oracle Financial Services Software Limited generated revenue of ₹76.7B at a net margin of 34.4%. Revenue grew 20.3% year over year. It earns a return on equity of 32.6%. The balance sheet holds a net cash position of ₹54.8B. Fundamentals as of Jul 13, 2026

Our scenario range runs from ₹4,523 (bear case) to ₹7,187 (bull case); at ₹11,735, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades near its 52-week high and 94% above its 52-week low, currently above its 200-day average. For context, the median of 10 Technology peers we cover trades at -68% fair-value upside, at -50%, OFSS screens cheaper than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.

Model BearBaseBull Evidence
Highest evidence
Residual Income ₹1,817 ₹2,149 ₹7,402 76
Growth DCF ₹4,671 ₹6,872 ₹10,232 72
Gordon GGM ₹3,792 ₹8,278 ₹13,928 70
All 26 models by family
DCF Models
FCF DCF ₹4,601 ₹7,099 ₹11,175 38
Owner Earnings ₹4,348 ₹6,686 ₹10,502 31
5Y Revenue Exit ₹2,936 ₹3,994 ₹5,308 39
5Y EBITDA Exit ₹4,280 ₹6,545 ₹9,199 41
5Y P/E Exit ₹4,672 ₹7,288 ₹10,063 38
10Y Revenue Exit ₹3,425 ₹4,555 ₹6,023 36
10Y EBITDA Exit ₹4,357 ₹6,381 ₹9,102 37
10Y P/E Exit ₹4,614 ₹6,913 ₹9,786 35
Earnings-Based
Graham-Dodd ₹2,061 ₹6,852 ₹9,171 54
Lynch FV ₹1,551 ₹2,216 ₹2,881 50
PEG = 1.0 ₹1,551 ₹2,216 ₹2,881 46
EPV ₹3,356 ₹3,837 ₹4,264 59
Dividend Discount
Gordon GGM ₹3,792 ₹8,278 ₹13,928 70
DDM Multi-Stage ₹3,792 ₹6,591 ₹8,627 61
Multiples
P/E Multiple ₹4,547 ₹6,062 ₹7,578 63
P/S Multiple ₹1,652 ₹2,203 ₹2,754 58
P/B Multiple ₹2,022 ₹2,697 ₹3,371 55
EV/EBIT ₹5,923 ₹7,686 ₹9,450 53
EV/EBITDA ₹4,527 ₹5,825 ₹7,123 54
EV/Revenue ₹2,175 ₹2,836 ₹3,496 43
Asset-Based
NCAV (Graham) ₹449.43 ₹602.23 ₹898.85 50
Growth DCF
Growth DCF ₹4,671 ₹6,872 ₹10,232 72
Rev-Margin DCF ₹2,936 ₹4,033 ₹5,333 67
Economic Profit
Residual Income ₹1,817 ₹2,149 ₹7,402 76
ROIC Compounder ₹3,438 ₹4,030 ₹4,624 67
Growth Earnings
Growth-Adj P/E ₹3,870 ₹5,529 ₹7,187 68

Widest divergence: Dividend Discount (₹6,591) versus Asset-Based (₹602.23). Highest evidence: Residual Income (76).

Key figures & financial health

Revenue (TTM) ₹76.7B
Revenue growth (YoY) +20.3%
Net margin 34.4%
Return on equity 32.6%
Free cash flow ₹28.3B FY2026
P/E ratio 32.9
More key figures
Operating margin 50.4%
EPS (TTM) ₹302.07
Dividend yield 4.0%
EPS growth (YoY) +30.6%
Net cash ₹54.8B FY2026

Figures from reported company fundamentals · as of Jul 13, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 90/100

Of which business quality 86 · Market factors (momentum, volatility) 86

Profitability 85
Margins and returns on capital today
Quality Growth 69
Are margins and returns improving?
Cashflow 85
Earnings quality: real cash, not paper profit
Fin. Strength 100
Balance sheet, leverage, solvency risk
Investment 93
Disciplined investing over empire-building
Low Volatility 80
Calm price path (market factor)
Momentum 87
Price trend over the last 3–12 months (market factor)
52W Momentum 92
Distance to the 52-week high (market factor)
Net Issuance 80
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

About the company

Oracle Financial Services Software Limited, together with its subsidiaries, provides information technology (IT) solutions to the financial services industry worldwide. It operates in two segments, Product Licenses and Related Activities; and IT Solutions and Consulting Services.

Full company description

Oracle Financial Services Software Limited, together with its subsidiaries, provides information technology (IT) solutions to the financial services industry worldwide. It operates in two segments, Product Licenses and Related Activities; and IT Solutions and Consulting Services. The company offers Oracle FLEXCUBE; Oracle FLEXCUBE Investor Servicing; Oracle Banking Digital Experience; Oracle Financial Services Lending and Leasing; and Oracle Banking APIs. It also provides Oracle FLEXCUBE Universal Banking; Oracle Banking Platform; Oracle Banking Enterprise Limits and Collateral Management; Oracle FLEXCUBE for Islamic banking and microfinance; Oracle Banking Branch; Oracle Banking Origination; Oracle Banking Cash Management; Oracle Banking Liquidity Management; Oracle Banking Corporate Lending; Oracle Banking Supply Chain Finance; Oracle Banking Trade Finance; Oracle Banking Treasury Management; Oracle Banking Virtual Accounts Management; Oracle Banking Payments; and Oracle Banking Credit Facilities Process Management, as well as Asset Finance, Oracle Banking Collections and Recovery, and Oracle Documaker solutions. In addition, the company offers Oracle Financial Services Data Management Solutions, as well as cloud infrastructure, human capital management, and data management for financial services; and bancassurance solutions. Further, it provides a suite of industry applications catering to the areas of risk, finance, treasury, front office, regulatory reporting, and compliance; and Oracle Finergy that enables financial services enterprises to drive simplicity using technology, as well as consulting and business process services business. The company was incorporated in 1989 and is headquartered in Mumbai, India. Oracle Financial Services Software Limited operates as a subsidiary of Oracle Global (Mauritius) Limited.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2022 – FY2026 · reported fiscal years

Oracle Financial Services Software Limited reported revenue of ₹76.7B in FY2026 versus ₹52.2B in FY2022, a compound +10.1%/yr. Reported net income was ₹26.4B in FY2026, compounding +8.7%/yr from FY2022.

Growth Quality 88/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Latest Revenue (FY 2026)
₹76.7B
Latest YoY
+12.1%
Avg. growth/yr (3Y)
+10.4%
Avg. growth/yr (5Y)
+9.0%
Avg. growth/yr (21Y)
+9.5%
Revenue +10.1%/yr
FY22 ₹52.2B
FY23 ₹57.0B
FY24 ₹63.7B
FY25 ₹68.5B
FY26 ₹76.7B
Net income +8.7%/yr
FY22 ₹18.9B
FY23 ₹18.1B
FY24 ₹22.2B
FY25 ₹23.8B
FY26 ₹26.4B

OFSS screens 50% overvalued. Compare with Microsoft Corporation →

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Cite: Fair Value Calculator (2026). "Oracle Financial Services Software Limited Fair Value". https://www.fairvalue-calculator.com/stock/OFSS

Peer Group

Software - Infrastructure · 367 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Quality Score 90 · Top 25%
Fair Value upside −50% · Below median
Return on equity (TTM) 33% · Top 25%
Return on assets 21% · Top 25%
Net margin (TTM) 34% · Top 25%
Operating margin (TTM) 50% · Top 25%
Revenue growth 20% · Above median
Dividend yield (TTM) 3.4% · Above median

Valuation Multiples vs Software - Infrastructure median · lower = cheaper

P/E (TTM) 38.8× · Pricier than median
P/B 13.03× · Pricier than 75% of peers
P/S (TTM) 13.30× · Pricier than 75% of peers
P/FCF 0.4× · Cheaper than 75% of peers
EV/EBITDA 27.9× · Pricier than median

Snowflake

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUE 0 · sector 0
FUTURE 100 · sector 46
PAST 100 · sector 15
HEALTH 0 · sector 98
DIVIDEND 69 · sector 29

VALUE 0: the price sits above our fair-value range.

Insider activity: 40/100

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

Similar stocks

10 more Software - Infrastructure stocks, each showing price versus our Fair Value estimate (as of Jul 13, 2026).

Stock Price Fair Value vs Fair Value
Microsoft Corporation MSFT $384.00 $274.17 -29%
Oracle Corporation ORAC C$9.08 C$2.94 -68%
Palantir Technologies Inc 1PLTR €112.86 €12.03 -89%
Fortinet, Inc FTNT $160.78 $44.96 -72%
Synopsys, Inc 1SNPS €381.50 €118.28 -69%
Block, Inc XYZ A$114.53 A$70.69 -38%
CoreWeave, Inc CRWV $79.94 $44.89 -44%
Range Intelligent Computing Technology Group 300442 ¥71.60 ¥34.00 -53%
One97 Communications Limited PAYTM ₹1,342 ₹181.50 -86%
Sangfor Technologies Inc 300454 ¥88.80 ¥16.46 -81%

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Frequently asked questions

Is Oracle Financial Services Software Limited (OFSS) overvalued or undervalued?
As of Jul 13, 2026, our model estimates a fair value of ₹5,821 versus a price of ₹11,735, about −50% (overvalued).
What is the fair value of OFSS?
Our model-based fair value for Oracle Financial Services Software Limited is ₹5,821 (as of Jul 13, 2026), built from audited fundamentals. The current price is ₹11,735.
What is the quality score of OFSS?
Oracle Financial Services Software Limited has a Quality Score of 90/100. It combines two groups: business quality (profitability, growth, cash flow, balance-sheet strength) and market factors (price momentum, distance to the 52-week high, volatility). Both subtotals are shown separately in the detail view.
What is the revenue of Oracle Financial Services Software Limited (OFSS)?
Oracle Financial Services Software Limited reported trailing-twelve-month revenue of about ₹76.7B (latest available figure, as of Jul 13, 2026).
What is the net profit margin of OFSS?
The net profit margin of Oracle Financial Services Software Limited is about 34.4%, meaning it keeps roughly 34.4% of revenue as net income. Based on the latest reported figures.
Does Oracle Financial Services Software Limited pay a dividend?
Oracle Financial Services Software Limited currently shows a dividend yield of about 3.96% relative to its recent price (as of Jul 13, 2026).

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.

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