Agilysys (AGYS) AI Stock Analysis

• Market Cap: $3.16B
• Dividend Yield: N/A
• Average Volume (3M): 274.39K
• Price to Earnings (P/E): 228.8
• Beta (1Y): 0.72
• Revenue Growth: 17.91%
• EPS Growth: -86.60%
• Country: US
• Employees: 1,900
• Sector: Technology
• Sector Strength: 86
• Industry: Software - Application
• EPS (TTM): 0.33
• Shares Outstanding: 28,035,364
• 10 Day Avg. Volume: 312,751
• 30 Day Avg. Volume: 274,386
• PEG Ratio: -5.53
• Price to Book (P/B): 10.93
• Price to Sales (P/S): 0.00
• P/FCF Ratio: 66.22
• Enterprise Value/Market Cap: 0.98
• Enterprise Value/Revenue: 2.85
• Enterprise Value/Gross Profit: 17.21
• Enterprise Value/Ebitda: 22.52
• 1Y Price Target: $129.40
• Price Target Upside: 14.02% Upside
• Rating Consensus: Strong Buy
• Number of Analyst Covering: 6

• Rating: 81 Outperform
• Price Target: $130.00 ▲(14.55%Upside)

Agilysys's overall stock score reflects solid financial health, strong earnings growth, and strategic corporate actions. The high valuation presents a risk, but the company's strong market position and growth trajectory provide a compelling investment case.

Positive Factors

Market Position

Agilysys is exceptionally well positioned to leverage its best-in-class product catalog to capture market share, especially as it builds its reputation from successfully serving marquee customers, like Marriott.

Sales Momentum

Strong sales momentum through the quarter in both the PMS and POS segments and a record backlog exiting 1Q.

Subscription Revenue

AGYS' results were solid, spurred mainly by stronger subscription growth and professional services revenue.

Negative Factors

EBITDA Performance

Adjusted EBITDA was roughly $2 million below estimate and $1.5 million below consensus.

Product Revenue

Product revenue was below expectations, only increasing by 1%.

Revenue Guidance

Management's guidance for fiscal 2026 was slightly below consensus on revenue, reflecting cautious future expectations.

Agilysys Business Overview & Revenue Model

Company Description

Agilysys, Inc. (AGYS) is a comprehensive provider of hospitality software solutions and services. The company specializes in delivering innovative technology to enhance guest experiences and streamline operations for the hospitality industry, including hotels, resorts, and restaurants. Agilysys offers a wide range of products, including point-of-sale systems, property management systems, and inventory and procurement solutions, catering to the needs of various hospitality sectors.

How the Company Makes Money

Agilysys generates revenue through the sale of software solutions and services tailored to the hospitality industry. The company's key revenue streams include licensing fees for their software products, subscription fees for cloud-based solutions, and service fees for installation, maintenance, and support. Agilysys also earns recurring revenue from managed services and software upgrades. Strategic partnerships with other technology providers and hospitality businesses contribute to Agilysys's earnings by expanding its market reach and enhancing its product offerings. Additionally, the company's focus on ongoing innovation and customer-centric solutions helps maintain a competitive edge, driving sustained revenue growth.

Agilysys Financial Statement Overview

Summary

Agilysys demonstrates strong financial health with consistent revenue growth, improved profitability, and robust cash flow. The company maintains a low leverage profile and stable financial position, making it a solid candidate for future growth.

Income Statement

Agilysys has shown strong revenue growth over the years, with a positive trajectory from $137.2M in 2021 to $275.6M in 2025. Gross profit margin improved consistently, reaching 62.4% in 2025. The net profit margin also improved significantly, recovering from negative figures in 2021 to 8.4% in 2025. The company has achieved positive EBIT and EBITDA margins, indicating enhanced operational efficiency.

Balance Sheet

The company maintains a healthy balance sheet with a low debt-to-equity ratio of 0.18 in 2025, suggesting low leverage. Return on Equity (ROE) was 8.7% in 2025, reflecting a decent return on shareholders' investments. The equity ratio remained stable at 61.2%, indicating strong financial stability with a significant proportion of assets financed by equity.

Cash Flow

Agilysys has demonstrated a robust increase in operating cash flow, with a significant free cash flow growth rate. The operating cash flow to net income ratio was 2.37 in 2025, suggesting efficient cash generation relative to net income. The free cash flow to net income ratio was 2.25, indicating substantial free cash flow relative to earnings.

Breakdown	Mar 2025	Mar 2024	Mar 2023	Mar 2022	Mar 2021
Income Statement
Total Revenue	275.62M	237.46M	198.06M	162.64M	137.18M
Gross Profit	171.99M	144.26M	120.82M	101.53M	89.38M
EBITDA	35.16M	25.95M	19.28M	10.39M	-16.40M
Net Income	23.23M	86.19M	14.58M	6.48M	-21.00M
Balance Sheet
Total Assets	434.37M	350.43M	243.04M	214.16M	189.87M
Cash, Cash Equivalents and Short-Term Investments	73.04M	144.89M	112.84M	96.97M	99.18M
Total Debt	46.96M	23.89M	16.74M	10.70M	13.63M
Total Liabilities	168.48M	113.95M	98.27M	81.36M	74.54M
Stockholders Equity	265.89M	236.48M	144.77M	132.80M	115.33M
Cash Flow
Free Cash Flow	52.34M	40.06M	27.23M	27.28M	27.02M
Operating Cash Flow	55.13M	48.19M	34.46M	28.48M	28.41M
Investing Cash Flow	-148.57M	-7.60M	-6.87M	-25.68M	-1.39M
Financing Cash Flow	21.93M	-8.56M	-11.09M	-4.90M	25.32M

Agilysys Technical Analysis

• Technical Analysis Sentiment: Neutral
• Last Price: 113.49
• 50DMA: Positive
• 100DMA: Positive
• 200DMA: Positive
• MACD: Positive
• RSI: Neutral
• STOCH: Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For AGYS, the sentiment is Neutral. The current price of 113.49 is below the 20-day moving average (MA) of 114.86, above the 50-day MA of 108.71, and above the 200-day MA of 102.75, indicating a neutral trend. The MACD of 1.59 indicates Positive momentum. The RSI at 51.59 is Neutral, neither overbought nor oversold. The STOCH value of 63.59 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for AGYS.

Agilysys Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
AGYS	81 Outperform	$3.16B	228.78	5.21%	―	17.91%	-86.60%
BL	72 Outperform	$3.52B	26.03	44.83%	―	8.93%	102.77%
SPT	64 Neutral	$1.12B	―	-36.95%	―	17.79%	16.49%
Sector *	63 Neutral	$34.70B	4.89	-11.39%	1.66%	5.53%	-19.00%
ALIT	62 Neutral	$3.08B	―	-0.82%	2.11%	-26.04%	85.84%
BLKB	54 Neutral	$3.17B	78.53	-101.31%	―	2.07%	-1519.89%
OCFT	47 Neutral	$290.64M	50.30	-24.43%	―	-45.80%	-13.09%

Agilysys Corporate Events

Agilysys Reports Strong Revenue Growth and Expansion

Agilysys recently announced its strategic acquisition of Book4Time, a market leader in spa software solutions, for $150 million in an all-cash transaction that closed in August 2024. This acquisition expands Agilysys’s customer base by over 30% and strengthens its product penetration among large global brands, providing a strategic advantage in competitive ecosystem deals. The company also reported strong financial performance with a projected annual revenue between $308M and $312M, a 25% year-over-year growth, and a focus on expanding its property management solutions to connect more rooms in the coming years.

The most recent analyst rating on (AGYS) stock is a Buy with a $120.00 price target. To see the full list of analyst forecasts on Agilysys stock, see the AGYS Stock Forecast page.