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Sells point-of-sale and property-management software used by hotels, resorts, casinos and restaurants.
Sells point-of-sale and property-management software used by hotels, resorts, casinos and restaurants.
Revenue is now mostly recurring subscription and maintenance fees rather than one-off licences and hardware, after it moved its customers to cloud versions of its software, and revenue per customer grows as they add modules. Implementations at hotels and casinos can take months.
Moat: narrow (switching costs, installed base). Deeply embedded in hospitality operations, making switching disruptive during busy operating seasons.
Headquarters: Alpharetta, Georgia, United States · Founded: 1963 · Employees: 2,413
Size Agilysys (AGYS) is a United States Information Technology company (Packaged Software) with a market value of $3.42B, the 1452nd largest of 3,117 United States companies the cockpit tracks. Shares closed at $121.09 on 6 Nov 2026.
Performance Over six months the shares gained 69.1%, against +9.3% for the median peer and -1.1% for the United States market (cap-weighted) — 4th highest of 20 in its peer set.
Growth Revenue grew 14.9% over the last twelve months (peer median +18.5%); the operating margin is 13.5% (peer median 7.8%).
Valuation It trades at 41.6× forward earnings against a peer median of 21.7× (2nd most expensive of 18).
Price implies For today's price to make sense, revenue must grow about 23% a year for seven years (Req g). Recent delivered growth is +18%, so the hurdle is +5 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 8.6 points above its cost of capital (6.9% WACC).
Backlog Backlog (remaining performance obligations) was $164M at 30 Sep 2026 — 0.5 years of trailing revenue. Backlog detail →
Short interest Short interest is 6.2% of the free float (15 Oct 2026).
Next results Next results expected around 26 Jan 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $344M | $319M | $276M | $237M | $198M |
| Revenue growth | — | +16% | +16% | +20% | — |
| Gross profit | $210M | $190M | $164M | $139M | $117M |
| EBITDA | $56.4M | $44.5M | $33.1M | $22.8M | $17.2M |
| Net income | $44.4M | $38.8M | $23.2M | $86.2M | $14.6M |
| Free cash flow | $80.3M | $68.1M | $52.3M | $40.1M | $27.2M |
| Capital expenditure | $1.87M | $1.85M | $2.78M | $8.13M | $7.24M |
| Total debt | $17.2M | $19.0M | $47.0M | $23.9M | $16.7M |
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.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Agilysys AGYS | $3.42B | +69% | +15% | 13% | 41.6× | 22.9% |
| Oracle ORCL | $351B | -41% | +22% | 34% | 13.6× | n/a |
| Shift4 Payments FOUR | $3.47B | +3% | +32% | 10% | 8.4× | n/a |
| Toast TOST | $20.1B | +38% | +22% | 7% | 20.9× | 28.6% |
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 | AGYS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +18.0% | +3.5% | 4th highest of 21 |
| 6-month return | +69.1% | +9.3% | 4th highest of 20 |
| Distance from 52-week high | -9.2% | -37.7% | 4th highest of 21 |
| Revenue growth (TTM) | +14.9% | +18.5% | 9th lowest of 21 |
| Operating margin | 13.5% | 7.8% | 5th highest of 20 |
| Forward P/E | 41.6× | 21.7× | 2nd most expensive of 18 |
| Growth the price implies (Req g, 7 yrs) | 22.9% | 17.2% | 7th most demanding of 17 |
| Growth delivered (Del g) | +18.4% | +18.4% | 9th highest of 17 |
| Hurdle (Req g minus delivered) | +4.5 pp | -2.4 pp | 6th most demanding of 17 |
| ROIC minus cost of capital | +8.6 pp | +2.8 pp | 8th highest of 16 |
| EV / EBITDA | 58.4× | 19.4× | 2nd most expensive of 10 |
| Net debt / EBITDA | -2.1× | -0.6× | 6th least indebted of 12 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Agilysys AGYS | United States | $3.42B | +69% | +15% | 13% | 41.6× | 22.9% | +18.4% |
| Intapp INTA | United States | $3.35B | +76% | +14% | -4% | 25.7× | 4.3% | +21.9% |
| AvePoint AVPT | United States | $3.50B | +45% | +25% | 10% | 37.6× | 31.6% | +22.6% |
| Perfect World 002624.SZ | China | $3.26B | -26% | -8% | 8% | 21.1× | 19.0% | -8.2% |
| Hexaware Technologies HEXT.NS | India | $3.26B | +9% | +13% | 12% | 21.7× | 15.4% | +16.5% |
| Bullish BLSH | United States | $3.20B | -51% | +34% | 18% | 33.6× | 32.3% | +14.4% |
| Alarm.com ALRM | United States | $3.19B | +37% | +9% | 13% | 22.4× | 10.9% | +10.3% |
| Sinch SINCH.ST | Sweden | $3.19B | +13% | -6% | 4% | 13.3× | 23.8% | +27.5% |
| Wix.com WIX | United States | $3.18B | -5% | +14% | -3% | 12.6× | -4.4% | +15.2% |
| Freshworks FRSH | United States | $3.18B | +37% | +15% | 8% | 14.5× | 12.9% | +27.4% |
| Appian APPN | United States | $3.70B | +135% | +21% | 4% | 41.6× | 42.9% | +19.0% |
| Tsinghua Tongfang 600100.SS | China | $3.15B | -22% | -11% | -2% | n/a | 30.2% | -10.3% |
| monday.com MNDY | United States | $3.72B | +22% | +24% | 3% | 14.2× | 23.6% | +50.2% |
| Glory View Technology 301396.SZ | China | $3.72B | -49% | +53% | n/a | 25.3× | n/a | n/a |
| Cellebrite DI CLBT | United States | $3.13B | -2% | +18% | 11% | 38.0× | 22.8% | +19.5% |
| Koei Tecmo 3635.T | Japan | $3.74B | +15% | +19% | 43% | 15.1× | -5.7% | +7.9% |
| G-Bits Network Technology (Xiamen) 603444.SS | China | $3.77B | -14% | +35% | 40% | 12.5× | -0.9% | +17.7% |
| Geovis Technology 688568.SS | China | $3.78B | -45% | -64% | -70% | n/a | n/a | n/a |
| Core Scientific CORZ | United States | $3.78B | -49% | +26% | -31% | n/a | n/a | n/a |
| Via Transportation VIA | United States | $3.07B | +118% | +29% | -17% | 259.2× | n/a | n/a |
| Liftoff Mobile LFTO | United States | $3.07B | n/a | +35% | 36% | 18.6× | -7.3% | +35.5% |
Agilysys reported $164M of remaining performance obligations at 30 Sep 2026 and up 7% from the previous quarter. That is 0.5 years of trailing revenue already under contract. Book-to-bill last quarter: 1.12.