Agilysys Inc (AGYS)vsShopify Inc (SHOP)
AGYS
Agilysys Inc
$104.49
-0.93%
TECHNOLOGY · Cap: $2.99B
SHOP
Shopify Inc
$128.79
+1.73%
TECHNOLOGY · Cap: $188.28B
Smart Verdict
WallStSmart Research — data-driven comparison
Shopify Inc generates 3917% more annual revenue ($13.27B vs $330.31M). SHOP leads profitability with a 14.5% profit margin vs 13.0%. AGYS appears more attractively valued with a PEG of 2.43. SHOP earns a higher WallStSmart Score of 62/100 (C+).
AGYS
Buy53
out of 100
Grade: C-
SHOP
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for AGYS.
Margin of Safety
+22.9%
Fair Value
$151.66
Current Price
$128.79
$22.87 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 88.2% YoY
Conservative balance sheet, low leverage
Revenue surging 33.7% year-over-year
Earnings expanding 68.1% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Large-cap with strong market position
Areas to Watch
Expensive relative to growth rate
Trading at 8.7x book value
Premium valuation, high expectations priced in
Trading at 13.1x book value
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
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 : SHOP
The strongest argument for SHOP centers on Revenue Growth, EPS Growth, Debt/Equity. Revenue growth of 33.7% demonstrates continued momentum.
Bear Case : AGYS
The primary concerns for AGYS are PEG Ratio, Price/Book, P/E Ratio. A P/E of 71.2x leaves little room for execution misses.
Bear Case : SHOP
The primary concerns for SHOP are Price/Book, Piotroski F-Score, PEG Ratio. A P/E of 98.0x leaves little room for execution misses.
Key Dynamics to Monitor
AGYS profiles as a value stock while SHOP is a growth play — different risk/reward profiles.
SHOP carries more volatility with a beta of 2.62 — expect wider price swings.
SHOP is growing revenue faster at 33.7% — sustainability is the question.
SHOP generates stronger free cash flow (654M), providing more financial flexibility.
Bottom Line
SHOP scores higher overall (62/100 vs 53/100) and 33.7% 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.
Shopify Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Shopify Inc., a commerce company, offers a commerce and service platform in Canada, the United States, the United Kingdom, Australia, Latin America, and internationally. The company is headquartered in Ottawa, Canada.
Compare with Other SOFTWARE - APPLICATION Stocks
Want to dig deeper into these stocks?