Agilysys Inc (AGYS)vsSAP SE ADR (SAP)
AGYS
Agilysys Inc
$89.42
-1.24%
TECHNOLOGY · Cap: $2.55B
SAP
SAP SE ADR
$184.77
-1.27%
TECHNOLOGY · Cap: $192.92B
Smart Verdict
WallStSmart Research — data-driven comparison
SAP SE ADR generates 11595% more annual revenue ($37.34B vs $319.31M). SAP leads profitability with a 19.6% profit margin vs 12.1%. SAP appears more attractively valued with a PEG of 1.44. SAP earns a higher WallStSmart Score of 59/100 (C).
AGYS
Buy57
out of 100
Grade: C
SAP
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for AGYS.
Margin of Safety
-34.7%
Fair Value
$145.83
Current Price
$184.77
$38.94 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 212.9% YoY
Conservative balance sheet, low leverage
Strong operational efficiency at 30.0%
Safe zone — low bankruptcy risk
Large-cap with strong market position
Generating 3.3B in free cash flow
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
No major concerns identified
Comparative Analysis Report
WallStSmart ResearchBull Case : AGYS
The strongest argument for AGYS centers on EPS Growth, Debt/Equity. Revenue growth of 11.7% demonstrates continued momentum.
Bull Case : SAP
The strongest argument for SAP centers on Operating Margin, Altman Z-Score, Market Cap. Profitability is solid with margins at 19.6% and operating margin at 30.0%. PEG of 1.44 suggests the stock is reasonably priced for its growth.
Bear Case : AGYS
The primary concerns for AGYS are PEG Ratio, P/E Ratio. A P/E of 66.2x leaves little room for execution misses.
Bear Case : SAP
No major red flags identified for SAP, but monitor valuation.
Key Dynamics to Monitor
AGYS profiles as a value stock while SAP is a mature play — different risk/reward profiles.
SAP carries more volatility with a beta of 0.73 — expect wider price swings.
AGYS is growing revenue faster at 11.7% — sustainability is the question.
SAP generates stronger free cash flow (3.3B), providing more financial flexibility.
Bottom Line
SAP scores higher overall (59/100 vs 57/100), backed by strong 19.6% margins. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Agilysys Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Agilysys, Inc. is a developer and marketer of hardware and software products and services for the hospitality industry in North America, Europe, Asia-Pacific and India. The company is headquartered in Alpharetta, Georgia.
SAP SE ADR
TECHNOLOGY · SOFTWARE - APPLICATION · USA
SAP SE is a global enterprise application software company. The company is headquartered in Walldorf, Germany.
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