Agilysys Inc (AGYS)vsShopify Inc (SHOP)
AGYS
Agilysys Inc
$71.81
+0.46%
TECHNOLOGY · Cap: $2.01B
SHOP
Shopify Inc
$118.42
+1.95%
TECHNOLOGY · Cap: $151.59B
Smart Verdict
WallStSmart Research — data-driven comparison
Shopify Inc generates 3620% more annual revenue ($11.56B vs $310.64M). SHOP leads profitability with a 10.6% profit margin vs 9.8%. AGYS appears more attractively valued with a PEG of 4.81. AGYS earns a higher WallStSmart Score of 51/100 (C-).
AGYS
Buy51
out of 100
Grade: C-
SHOP
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-70.9%
Fair Value
$50.08
Current Price
$71.81
$21.73 premium
Margin of Safety
-1729.9%
Fair Value
$6.39
Current Price
$118.42
$112.03 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
15.6% revenue growth
Revenue surging 30.6% year-over-year
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Large-cap with strong market position
Strong operational efficiency at 20.3%
Areas to Watch
1.5% earnings growth
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 11.5x 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 Revenue Growth. Revenue growth of 15.6% demonstrates continued momentum.
Bull Case : SHOP
The strongest argument for SHOP centers on Revenue Growth, Debt/Equity, Altman Z-Score. Revenue growth of 30.6% demonstrates continued momentum.
Bear Case : AGYS
The primary concerns for AGYS are EPS Growth, Piotroski F-Score, PEG Ratio. A P/E of 66.8x 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 123.6x leaves little room for execution misses.
Key Dynamics to Monitor
SHOP carries more volatility with a beta of 2.90 — expect wider price swings.
SHOP is growing revenue faster at 30.6% — sustainability is the question.
SHOP generates stronger free cash flow (715M), providing more financial flexibility.
Monitor SOFTWARE - APPLICATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
AGYS scores higher overall (51/100 vs 48/100) and 15.6% revenue growth. Both earn "Buy" and "Hold" 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.
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