Agilysys Inc (AGYS)vsSAP SE ADR (SAP)
AGYS
Agilysys Inc
$115.86
+0.63%
TECHNOLOGY · Cap: $3.10B
SAP
SAP SE ADR
$236.93
+0.48%
TECHNOLOGY · Cap: $272.16B
Smart Verdict
WallStSmart Research — data-driven comparison
SAP SE ADR generates 11824% more annual revenue ($39.39B vs $330.31M). SAP leads profitability with a 20.4% profit margin vs 13.0%. SAP appears more attractively valued with a PEG of 1.84. SAP earns a higher WallStSmart Score of 60/100 (C).
AGYS
Buy53
out of 100
Grade: C-
SAP
Buy60
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for AGYS.
Margin of Safety
-25.6%
Fair Value
$156.37
Current Price
$236.93
$80.56 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 88.2% YoY
Conservative balance sheet, low leverage
Mega-cap, among the largest globally
Safe zone — low bankruptcy risk
Keeps 20 of every $100 in revenue as profit
Conservative balance sheet, low leverage
Strong operational efficiency at 29.5%
Generating 1.7B in free cash flow
Areas to Watch
Expensive relative to growth rate
Trading at 9.6x book value
Premium valuation, high expectations priced in
Expensive relative to growth rate
Moderate valuation
Trading at 74.3x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : AGYS
The strongest argument for AGYS centers on EPS Growth, Debt/Equity. Revenue growth of 14.3% demonstrates continued momentum.
Bull Case : SAP
The strongest argument for SAP centers on Market Cap, Altman Z-Score, Profit Margin. Profitability is solid with margins at 20.4% and operating margin at 29.5%. Revenue growth of 13.2% demonstrates continued momentum.
Bear Case : AGYS
The primary concerns for AGYS are PEG Ratio, Price/Book, P/E Ratio. A P/E of 72.3x leaves little room for execution misses.
Bear Case : SAP
The primary concerns for SAP are PEG Ratio, P/E Ratio, Price/Book.
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 0.76 — expect wider price swings.
AGYS is growing revenue faster at 14.3% — sustainability is the question.
SAP generates stronger free cash flow (1.7B), providing more financial flexibility.
Bottom Line
SAP scores higher overall (60/100 vs 53/100), backed by strong 20.4% margins and 13.2% revenue growth. 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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