Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
- Revenue
- Valuation
- Analyst Ratings
Upturn AI SWOT - About
OTEX 
Open Text Corp (OTEX)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
06/16/2025: OTEX (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
12 Analysts rated it
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Year Target Price $32.73
Year Target Price $32.73
| 1 | Strong Buy |
| 2 | Buy |
| 9 | Hold |
| 0 | Under performing |
| 0 | Sell |
Analysis of Past Performance
Type Stock | Historic Profit -26.62% | Avg. Invested days 34 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 06/16/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 7.57B USD | Price to earnings Ratio 11.77 | 1Y Target Price 32.73 |
Price to earnings Ratio 11.77 | 1Y Target Price 32.73 | ||
Volume (30-day avg) 12 | Beta 1.14 | 52 Weeks Range 22.58 - 33.25 | Updated Date 06/30/2025 |
52 Weeks Range 22.58 - 33.25 | Updated Date 06/30/2025 | ||
Dividends yield (FY) 3.66% | Basic EPS (TTM) 2.48 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 12.55% | Operating Margin (TTM) 16.69% |
Management Effectiveness
Return on Assets (TTM) 4.17% | Return on Equity (TTM) 15.87% |
Valuation
Trailing PE 11.77 | Forward PE 7.1 | Enterprise Value 12839987841 | Price to Sales(TTM) 1.45 |
Enterprise Value 12839987841 | Price to Sales(TTM) 1.45 | ||
Enterprise Value to Revenue 2.46 | Enterprise Value to EBITDA 6.36 | Shares Outstanding 259142000 | Shares Floating 251445765 |
Shares Outstanding 259142000 | Shares Floating 251445765 | ||
Percent Insiders 2.15 | Percent Institutions 80.96 |
Analyst Ratings
Rating 4 | Target Price 32.73 | Buy 2 | Strong Buy 1 |
Buy 2 | Strong Buy 1 | ||
Hold 9 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Open Text Corp
Company Overview
History and Background
Open Text Corporation was founded in 1991. It began as a spin-off project from the University of Waterloo, focusing on digitizing the Oxford English Dictionary. Over time, it has grown through acquisitions to become a major provider of Enterprise Information Management (EIM) solutions.
Core Business Areas
- Content Cloud: Provides solutions for managing and governing content across the enterprise, including document management, records management, and digital asset management.
- Business Network Cloud: Offers solutions for B2B integration, supply chain management, and secure data exchange.
- Experience Cloud: Focuses on customer experience management, including digital marketing, web content management, and personalization.
- Cybersecurity Cloud: Provides security solutions to protect information and manage risk.
Leadership and Structure
Mark J. Barrenechea serves as the CEO & CTO. The organizational structure is based on functional divisions aligned with its core business areas, supported by corporate functions such as finance, HR, and legal.
Top Products and Market Share
Key Offerings
- OpenText Content Suite Platform: A comprehensive EIM platform for managing unstructured content. Market share data isn't publicly available, but it's a major player in the ECM market. Competitors include Microsoft (MSFT), IBM (no longer a competitor in this space), and Hyland.
- OpenText Exstream: A customer communication management (CCM) solution. Market share data not directly reported by Open Text. Competitors include Quadient and Doxee.
- OpenText Trading Grid: A cloud-based B2B integration platform for managing supply chain transactions. Market share difficult to quantify, competing with solutions like IBM Sterling B2B Integrator and SPS Commerce (SPSC).
Market Dynamics
Industry Overview
The Enterprise Information Management (EIM) market is experiencing growth due to increasing data volumes, regulatory compliance requirements, and the need for digital transformation. The market includes Content Services Platforms, B2B Integration solutions, and Digital Experience Platforms.
Positioning
Open Text Corp is a leading provider of EIM solutions, positioned as a vendor with a broad portfolio and a strong focus on large enterprises. Its competitive advantages include its extensive product suite, global presence, and experience in various industries.
Total Addressable Market (TAM)
The global EIM market is estimated to be in the tens of billions of dollars. Open Text is well-positioned to capture a significant share of this TAM through its various solutions and industry expertise.
Upturn SWOT Analysis
Strengths
- Comprehensive product portfolio
- Strong brand recognition
- Large customer base
- Extensive industry expertise
- Global presence
Weaknesses
- Complex product integration
- High price point
- Integration of acquired companies
- Slower growth compared to cloud-native competitors
Opportunities
- Growing demand for cloud-based solutions
- Increasing regulatory compliance requirements
- Expansion into emerging markets
- Strategic acquisitions to enhance product offerings
- AI integration for improved automation
Threats
- Intense competition from larger and cloud-native vendors
- Rapid technological advancements
- Economic downturns impacting IT spending
- Security breaches and data privacy concerns
- Shift to open-source alternatives
Competitors and Market Share
Key Competitors
- MSFT
- ADBE
- CRM
- NOW
- ORCL
Competitive Landscape
Open Text competes with larger and more specialized vendors. Its advantages include a broad product portfolio, industry expertise, and a large customer base. Disadvantages include complex product integration and high price points compared to some competitors.
Major Acquisitions
Micro Focus
- Year: 2023
- Acquisition Price (USD millions): 5800
- Strategic Rationale: Expand product portfolio and customer base in security, DevOps, and application modernization. Diversifies revenue streams and adds scale.
Growth Trajectory and Initiatives
Historical Growth: Open Text's historical growth has been driven by acquisitions and organic growth in its core business areas. The growth rate has varied over time, influenced by market conditions and strategic initiatives.
Future Projections: Future growth is expected to be driven by demand for cloud-based solutions, digital transformation initiatives, and strategic acquisitions. Analyst estimates should be referenced to provide specific growth projections.
Recent Initiatives: Recent strategic initiatives include the acquisition of Micro Focus (completed in January 2023) to expand its product portfolio and customer base and increasing focus on cloud-based solutions.
Summary
Open Text is a large player in the EIM market, with a comprehensive product suite and a strong history of acquisitions. While their broad portfolio and enterprise focus are strengths, they face competition from more agile, cloud-native competitors. Integrating acquired companies and adapting to rapid technological change are key challenges. Future growth depends on successfully leveraging cloud offerings and strategic partnerships.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Open Text Corp Investor Relations
- Company Filings (SEC)
- Third-party Market Research Reports
- Analyst Estimates (FactSet, Reuters)
- Company Website
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Market share data is based on estimates and may not be precise. Financial data is subject to change. The AI-based rating is based on current information and assumptions and is not a guarantee of future performance.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Open Text Corp
Exchange NASDAQ | Headquaters Waterloo, ON, Canada | ||
IPO Launch date 1998-09-09 | Vice Chairman, CEO & CTO Mr. Mark J. Barrenechea | ||
Sector Technology | Industry Software - Application | Full time employees 21700 | Website https://www.opentext.com |
Full time employees 21700 | Website https://www.opentext.com | ||
Open Text Corporation engages in the provision of information management products and services. The company offers content services, including content collaboration and intelligent capture to records management, collaboration, e-signatures, and archiving; and operates experience cloud platform that provides customer experience and web content management, digital asset management, customer analytics, AI and insights, e-discovery, digital fax, omnichannel communications, secure messaging, and voice of customer, as well as customer journey, testing, and segmentation. It also provides cybersecurity cloud solutions to protect, prevent, detect, respond, and quickly recover from threats across endpoints, network, applications, IT infrastructure and data, AI-led threat intelligence; and to protect critical information and processes through threat intelligence, forensics, identity, encryption, and cloud-based application security. In addition, the company offers business network cloud for digital supply chains and secure e-commerce ecosystems including digitize and automate procure-to-pay and order-to-cash processes; IT operations management cloud for automation and advancement of IT support and asset management; analytics and AI cloud solutions that offers artificial intelligence with practical usage to provide organizations with actionable insights and better automation, such as visualizations, advanced natural language processing and understanding, and integrated computer vision capabilities; and provides application automation cloud, developers cloud, and services. Further, it has strategic partnerships with SAP SE, Google Cloud, Amazon AWS, Microsoft Corporation, Oracle Corporation, Salesforce.com Corporation, DXC Technology Company, Accenture plc, Capgemini Technology Services SAS, Deloitte Consulting LLP, Hewlett Packard Enterprises, and Tata Consultancy Services. The company was incorporated in 1991 and is headquartered in Waterloo, Canada.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.