Agilysys (AGYS)
Market Price (2/7/2026): $86.07 | Market Cap: $2.4 BilSector: Information Technology | Industry: Application Software
Agilysys (AGYS)
Market Price (2/7/2026): $86.07Market Cap: $2.4 BilSector: Information TechnologyIndustry: Application Software
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 20%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 19% | Weak multi-year price returns2Y Excs Rtn is -36%, 3Y Excs Rtn is -64% | Expensive valuation multiplesP/EPrice/Earnings or Price/(Net Income) is 79x |
| Megatrend and thematic driversMegatrends include Cloud Computing, Experience Economy & Premiumization, and E-commerce & Digital Retail. Themes include Software as a Service (SaaS), Show more. | Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -2.9% | |
| Key risksAGYS key risks include [1] its high concentration in the cyclical hospitality industry and [2] execution challenges related to its complex software implementation and integration processes. |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 20%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 19% |
| Megatrend and thematic driversMegatrends include Cloud Computing, Experience Economy & Premiumization, and E-commerce & Digital Retail. Themes include Software as a Service (SaaS), Show more. |
| Weak multi-year price returns2Y Excs Rtn is -36%, 3Y Excs Rtn is -64% |
| Expensive valuation multiplesP/EPrice/Earnings or Price/(Net Income) is 79x |
| Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -2.9% |
| Key risksAGYS key risks include [1] its high concentration in the cyclical hospitality industry and [2] execution challenges related to its complex software implementation and integration processes. |
Qualitative Assessment
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Agilysys (AGYS) stock has lost about 30% since 10/31/2025 because of the following key factors:
1. Agilysys's fiscal Q3 2026 earnings, reported in late January 2026, showed a non-GAAP earnings per share (EPS) that missed consensus expectations by 7.8%, despite a beat on revenue. The company also experienced a slight dip in gross profit margin to 62.5% from 63% in the prior year's comparable quarter, attributed to margins associated with one-time revenue and the ramp-up of new professional services team members. Management further noted a "relative sales slowdown" in its crucial casino gaming vertical during October and November 2025. These factors collectively contributed to a less optimistic outlook on profitability and near-term performance.
2. Multiple analyst downgrades occurred during the period, negatively impacting investor sentiment. For instance, BTIG Research downgraded Agilysys from a "Buy" to "Neutral" rating in December 2025. This was followed by Zacks Research downgrading the stock to "Strong Sell" from "Hold" in January 2026. Such downgrades from investment firms can signal to the market a reduction in confidence regarding the company's future stock performance.
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1. Agilysys's fiscal Q3 2026 earnings, reported in late January 2026, showed a non-GAAP earnings per share (EPS) that missed consensus expectations by 7.8%, despite a beat on revenue. The company also experienced a slight dip in gross profit margin to 62.5% from 63% in the prior year's comparable quarter, attributed to margins associated with one-time revenue and the ramp-up of new professional services team members. Management further noted a "relative sales slowdown" in its crucial casino gaming vertical during October and November 2025. These factors collectively contributed to a less optimistic outlook on profitability and near-term performance.
2. Multiple analyst downgrades occurred during the period, negatively impacting investor sentiment. For instance, BTIG Research downgraded Agilysys from a "Buy" to "Neutral" rating in December 2025. This was followed by Zacks Research downgrading the stock to "Strong Sell" from "Hold" in January 2026. Such downgrades from investment firms can signal to the market a reduction in confidence regarding the company's future stock performance.
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Stock Movement Drivers
Fundamental Drivers
The -31.4% change in AGYS stock from 10/31/2025 to 2/7/2026 was primarily driven by a -44.9% change in the company's P/E Multiple.| (LTM values as of) | 10312025 | 2072026 | Change |
|---|---|---|---|
| Stock Price ($) | 125.46 | 86.07 | -31.4% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 300 | 311 | 3.6% |
| Net Income Margin (%) | 8.1% | 9.8% | 20.6% |
| P/E Multiple | 143.6 | 79.1 | -44.9% |
| Shares Outstanding (Mil) | 28 | 28 | -0.3% |
| Cumulative Contribution | -31.4% |
Market Drivers
10/31/2025 to 2/7/2026| Return | Correlation | |
|---|---|---|
| AGYS | -31.4% | |
| Market (SPY) | 1.3% | 27.6% |
| Sector (XLK) | -6.1% | 13.4% |
Fundamental Drivers
The -24.6% change in AGYS stock from 7/31/2025 to 2/7/2026 was primarily driven by a -65.0% change in the company's P/E Multiple.| (LTM values as of) | 7312025 | 2072026 | Change |
|---|---|---|---|
| Stock Price ($) | 114.08 | 86.07 | -24.6% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 289 | 311 | 7.6% |
| Net Income Margin (%) | 4.9% | 9.8% | 101.9% |
| P/E Multiple | 226.3 | 79.1 | -65.0% |
| Shares Outstanding (Mil) | 28 | 28 | -0.6% |
| Cumulative Contribution | -24.6% |
Market Drivers
7/31/2025 to 2/7/2026| Return | Correlation | |
|---|---|---|
| AGYS | -24.6% | |
| Market (SPY) | 9.6% | 22.0% |
| Sector (XLK) | 7.6% | 15.2% |
Fundamental Drivers
The -4.6% change in AGYS stock from 1/31/2025 to 2/7/2026 was primarily driven by a -29.4% change in the company's P/E Multiple.| (LTM values as of) | 1312025 | 2072026 | Change |
|---|---|---|---|
| Stock Price ($) | 90.22 | 86.07 | -4.6% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 264 | 311 | 17.9% |
| Net Income Margin (%) | 8.4% | 9.8% | 16.0% |
| P/E Multiple | 112.1 | 79.1 | -29.4% |
| Shares Outstanding (Mil) | 28 | 28 | -1.1% |
| Cumulative Contribution | -4.6% |
Market Drivers
1/31/2025 to 2/7/2026| Return | Correlation | |
|---|---|---|
| AGYS | -4.7% | |
| Market (SPY) | 15.8% | 36.2% |
| Sector (XLK) | 22.9% | 33.6% |
Fundamental Drivers
The 3.0% change in AGYS stock from 1/31/2023 to 2/7/2026 was primarily driven by a 62.0% change in the company's Total Revenues ($ Mil).| (LTM values as of) | 1312023 | 2072026 | Change |
|---|---|---|---|
| Stock Price ($) | 83.56 | 86.07 | 3.0% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 192 | 311 | 62.0% |
| Net Income Margin (%) | 6.5% | 9.8% | 50.3% |
| P/E Multiple | 165.3 | 79.1 | -52.1% |
| Shares Outstanding (Mil) | 25 | 28 | -11.7% |
| Cumulative Contribution | 3.0% |
Market Drivers
1/31/2023 to 2/7/2026| Return | Correlation | |
|---|---|---|
| AGYS | 2.9% | |
| Market (SPY) | 76.2% | 35.5% |
| Sector (XLK) | 111.8% | 30.4% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| AGYS Return | 16% | 78% | 7% | 55% | -10% | -29% | 119% |
| Peers Return | -8% | -34% | -15% | 89% | -56% | -22% | -66% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | -1% | 81% |
Monthly Win Rates [3] | |||||||
| AGYS Win Rate | 50% | 75% | 42% | 50% | 33% | 0% | |
| Peers Win Rate | 50% | 25% | 52% | 78% | 38% | 10% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 50% | |
Max Drawdowns [4] | |||||||
| AGYS Max Drawdown | -4% | -27% | -19% | -12% | -50% | -29% | |
| Peers Max Drawdown | -18% | -42% | -36% | -7% | -66% | -28% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -1% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: ADSK, HIT, BMR, KNRX, RPGL.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 2/6/2026 (YTD)
How Low Can It Go
| Event | AGYS | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -48.5% | -25.4% |
| % Gain to Breakeven | 94.1% | 34.1% |
| Time to Breakeven | 173 days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -64.7% | -33.9% |
| % Gain to Breakeven | 183.5% | 51.3% |
| Time to Breakeven | 245 days | 148 days |
| 2018 Correction | ||
| % Loss | -19.1% | -19.8% |
| % Gain to Breakeven | 23.6% | 24.7% |
| Time to Breakeven | 227 days | 120 days |
| 2008 Global Financial Crisis | ||
| % Loss | -91.1% | -56.8% |
| % Gain to Breakeven | 1022.5% | 131.3% |
| Time to Breakeven | 3,891 days | 1,480 days |
Compare to ADSK, HIT, BMR, KNRX, RPGL
In The Past
Agilysys's stock fell -48.5% during the 2022 Inflation Shock from a high on 3/1/2021. A -48.5% loss requires a 94.1% gain to breakeven.
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About Agilysys (AGYS)
Agilysys, Inc., together with its subsidiaries, operates as a developer and marketer of hardware and software products and services to the hospitality industry in North America, Europe, the Asia-Pacific, and India. It offers point of sale, property management systems, payment, inventory and procurement, reservations and venue management, activity management, document management, and analytics and marketing loyalty solutions to enhance guest experience. The company also provides technical software support, maintenance, and subscription services; and professional services. It offers its solutions for gaming, hotels, resorts and cruise, corporate foodservice management, restaurants, universities, stadia, and healthcare. The company was formerly known as Pioneer-Standard Electronics, Inc. and changed its name to Agilysys, Inc. in 2003. Agilysys, Inc. was founded in 1963 and is headquartered in Alpharetta, Georgia.
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Here are 1-3 brief analogies for Agilysys:
- Agilysys is like a **Salesforce for the hospitality industry**.
- Agilysys is like **SAP for large hotels, resorts, and casinos**.
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- Agilysys PMS: Provides property management systems that enable hotels, resorts, and other hospitality venues to manage reservations, guest services, and back-office operations.
- Agilysys POS: Offers point-of-sale solutions for food and beverage operations, retail, and other transaction points within hospitality environments.
- Agilysys Inventory & Procurement: Delivers comprehensive software for managing inventory, purchasing, recipe costing, and vendor relationships for hospitality businesses.
- Agilysys Spa & Golf: Provides specialized management systems for spas, golf courses, and activity centers, handling bookings, scheduling, and member management.
- Agilysys ExperienceApps: Offers guest-facing mobile and online applications designed to enhance the guest experience through mobile check-in, ordering, and personalized communication.
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Agilysys (AGYS) Major Customers
Agilysys (AGYS) sells primarily to other companies (B2B) within the hospitality industry. Rather than having a small number of "major customers" that constitute a significant portion of their revenue, Agilysys serves a broad base of thousands of hospitality venues worldwide. Therefore, instead of listing specific customer company names, we will describe the categories of businesses that are their primary customers. Agilysys's core customer base consists of businesses in the following hospitality segments:- Gaming & Casino Resorts: This includes large integrated casino resorts and gaming properties that utilize Agilysys's comprehensive property management (PMS), point-of-sale (POS), inventory, and other hospitality solutions.
- Hotels & Resorts: A wide range of properties, from independent luxury hotels to large chain resorts, are customers. They leverage Agilysys's PMS, POS, and other operational software to manage guest experiences, reservations, and food & beverage operations.
- Food & Beverage Venues: This category encompasses various dining establishments, including restaurants, bars, and catering operations, often integrated within hotels, resorts, casinos, or stand-alone high-volume food service operations that utilize Agilysys's POS and inventory solutions.
- Cruise Lines: Major cruise operators use Agilysys's specialized software for managing guest services, onboard transactions, and food & beverage operations across their fleet.
- Other Hospitality Venues: This can include universities, stadia, arenas, corporate dining facilities, and healthcare facilities that require sophisticated hospitality management software for their operations.
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- Amazon.com, Inc. (AMZN)
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```htmlRamesh Srinivasan, President & Chief Executive Officer
Ramesh Srinivasan was appointed President and Chief Executive Officer of Agilysys in January 2017. He is an accomplished CEO with over 30 years of experience in technology and general management across multiple industries, with a strong track record of turnaround successes and sustainable long-term growth. Before joining Agilysys, he served as CEO of Ooyala Inc. and was previously President and CEO of Innotrac Corporation, an eCommerce Fulfillment Services provider that merged with eBay Enterprise. Prior to Innotrac, he spent nine years at Bally Technologies, Inc., where he was promoted to President & CEO and a member of the Board of Directors in December 2012.
Dave Wood, SVP & Chief Financial Officer
Dave Wood has been Agilysys' Chief Financial Officer since May 2020. He joined Agilysys in 2011 as the Controller of the Hospitality Division. He previously held roles as Vice President, Corporate Strategy & Investor Relations since June 2019, and Vice President – Finance. Before joining Agilysys, Mr. Wood was a Senior Manager at NCR and Radiant Systems, focusing on various Finance and Accounting functions.
Kyle C. Badger, SVP - General Counsel & Secretary
Kyle C. Badger joined Agilysys as Senior Vice President, General Counsel and Secretary in October 2011. Prior to Agilysys, he served as Executive Vice President, General Counsel and Secretary of Richardson Electronics, Ltd., a global distributor of electronic components, from 2007.
Sethuram Shivashankar, SVP, Chief Technology Officer and Chief Information Officer
Sethuram Shivashankar serves as Agilysys' Chief Information Officer and Chief Technology Officer. In this capacity, he is responsible for the company's technology infrastructure, digital platforms, and business applications. He brings over 28 years of leadership experience in technology companies across various industries.
Sridhar Laveti, SVP - Product Engineering & Customer Support
Sridhar Laveti joined Agilysys in April 2017. He is an accomplished executive with more than 25 years of demonstrated technology and general management leadership success across multiple industries. Before Agilysys, he was Senior Vice President of the Gaming Systems Business for Scientific Games, a lottery and gaming company, where he was responsible for overseeing R&D, Product Management, Services, and Support. Prior to Scientific Games, Mr. Laveti was with Manhattan Associates, a supply chain planning and execution software solutions company.
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Here are the key risks to Agilysys's business:
- Dependence on the Hospitality Industry and Macroeconomic Headwinds: Agilysys's financial performance is highly susceptible to the overall health of the hospitality industry and broader economic conditions. Fluctuations in travel demand, consumer spending, and the capital available to their customers directly influence the demand for Agilysys's products and services. Economic downturns, inflation, or other macroeconomic uncertainties can lead to reduced IT spending by hotels, resorts, casinos, and restaurants, thereby adversely affecting Agilysys's revenue and profitability.
- Intense Competition: The hospitality technology market in which Agilysys operates is highly competitive. The company faces significant competition from both established software vendors and numerous emerging startups. This competitive landscape can exert downward pressure on pricing, reduce demand for Agilysys's offerings, and necessitate continuous innovation and substantial investment in product development to maintain and grow market share.
- Challenges with Software Implementation and Integration: Implementing Agilysys's enterprise software solutions is often a complex and resource-intensive process. The company faces risks related to its ability to scale implementation teams for large projects, manage customer-specific IT infrastructure complexities, and ensure compliance with recommended installation and usage procedures. Any shortcomings in these areas can result in costly delays for clients, damage to Agilysys's reputation, and potentially adverse financial impacts through contract modifications or litigation.
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The aggressive market penetration by a new generation of cloud-native, API-first hospitality technology platforms poses a clear emerging threat. These competitors, such as Mews, Stayntouch, and Cloudbeds, are built from the ground up with modern architectures designed for superior flexibility, seamless integration with a vast ecosystem of third-party applications, and often offer a more agile, mobile-first user experience. This approach allows them to innovate faster, offer deeper interoperability, and potentially provide a more attractive total cost of ownership and customization options compared to traditional enterprise systems, even those that have migrated to the cloud. This architectural and ecosystem advantage enables these players to capture market share, particularly from properties seeking the most modern, interconnected, and customizable solutions.
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Agilysys (AGYS) operates in the hospitality technology sector, providing a suite of software solutions and services to hotels, resorts, casinos, cruise lines, and food service operators globally.
The total addressable market (TAM) for Agilysys's hospitality solutions is estimated at approximately $16 billion. This expanded TAM reflects the inclusion of numerous add-on modules that effectively compete on a best-of-breed basis.
Within this broader market, more specific addressable market sizes include:
- AI Integration in Hospitality Technology Platforms: The market estimated for AI integration potential in hospitality technology solutions is around $12.3 billion.
- Contactless Payment Solutions for the Hospitality Sector: This market is projected to reach $7.6 billion by 2025.
- Property Management Systems (PMS) Market: In 2022, the PMS market was valued at approximately $4.4 billion and is expected to almost double to about $8 billion by 2030, representing a Compound Annual Growth Rate (CAGR) of approximately 8.1%. The North American PMS market specifically is anticipated to grow at a CAGR of 7.7%.
Agilysys has a market presence across North America, Europe, the Middle East, and Asia-Pacific, indicating that these market sizes are relevant to their global operations.
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Agilysys (AGYS) is anticipated to drive future revenue growth over the next two to three years through several key strategies:
- Accelerated Subscription Revenue Growth and Cloud-Native Solutions: Agilysys is strategically shifting its business model towards a higher-margin, recurring subscription and maintenance revenue model. The company has consistently reported significant year-over-year increases in subscription revenue, with subscription-based solutions becoming a substantial portion of total recurring revenue. This growth is fueled by strong demand for its cloud-native hospitality software ecosystem and the ongoing migration of the hospitality industry to cloud technology.
- Expansion into International Markets: Agilysys is experiencing robust sales growth in international regions, particularly in EMEA (Europe, Middle East, and Africa) and APAC (Asia-Pacific). This global diversification is broadening the company's customer base and is expected to continue contributing to revenue growth as demand for cloud-based solutions accelerates in these markets.
- Growth in New Customers and Deeper Penetration within Existing Accounts: The company is consistently adding new customers and properties, with many new properties opting for subscription-based licenses. Agilysys is also seeing existing customers expand their use of its product ecosystem by purchasing additional modules and services, leading to an increase in the average number of products per customer property.
- Product Modernization, Innovation, and AI Integration: Ongoing investments in product development, particularly in modernizing its cloud-native software modules like Property Management Systems (PMS) and Point-of-Sale (POS) products, are enhancing Agilysys's competitive position. The integration of AI technologies into its product lines is also highlighted as a key factor in improving guest personalization, operational efficiency, and driving sales.
- Enhanced Sales and Marketing Effectiveness: Agilysys has been focusing on improving the productivity of its sales organization, including expanding its sales teams and implementing more effective digital marketing strategies. These efforts are leading to increased sales momentum and a greater reach to prospective customers.
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Share Repurchases
- Share repurchases were primarily made to satisfy employee tax withholding on share-based compensation.
- In fiscal year 2021, these repurchases amounted to $7.5 million.
- For the first quarter of fiscal year 2025, repurchases for tax withholding were $0.925 million, compared to $1.783 million in the comparable prior-year period.
Share Issuance
- In fiscal year 2021, Agilysys received $34.0 million in preferred stock issuance proceeds from an investment by MAK Capital, net of issuance costs.
Inbound Investments
- In fiscal year 2021, MAK Capital made an investment in Agilysys, which resulted in $34.0 million in preferred stock issuance proceeds.
Outbound Investments
- On August 20, 2024, Agilysys acquired Book4Time, a spa management SaaS solution company, for approximately $150 million USD in an all-cash transaction.
- A portion of the Book4Time acquisition was funded by adding $50 million in debt.
- On December 16, 2021, Agilysys acquired ResortSuite.
Capital Expenditures
- Capital expenditures were -$2.11 million in the last 12 months as of October 2025.
- For the first quarter of fiscal year 2026, capital expenditures were $0.633 million, following $0.869 million in the first quarter of fiscal year 2025.
- The company has made extensive R&D investments over the past several years, primarily focused on reengineering its entire product line to be cloud-native and expanding its hospitality software solutions.
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Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 1.43 |
| Mkt Cap | 2.4 |
| Rev LTM | 311 |
| Op Inc LTM | 36 |
| FCF LTM | 59 |
| FCF 3Y Avg | 868 |
| CFO LTM | 61 |
| CFO 3Y Avg | 908 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 17.9% |
| Rev Chg 3Y Avg | 14.8% |
| Rev Chg Q | 18.0% |
| QoQ Delta Rev Chg LTM | 4.3% |
| Op Mgn LTM | 11.6% |
| Op Mgn 3Y Avg | 15.5% |
| QoQ Delta Op Mgn LTM | 0.9% |
| CFO/Rev LTM | 19.7% |
| CFO/Rev 3Y Avg | 24.1% |
| FCF/Rev LTM | 19.1% |
| FCF/Rev 3Y Avg | 22.4% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 2.4 |
| P/S | 7.4 |
| P/EBIT | 33.2 |
| P/E | 46.1 |
| P/CFO | 27.8 |
| Total Yield | 2.2% |
| Dividend Yield | 0.0% |
| FCF Yield 3Y Avg | 2.2% |
| D/E | 0.0 |
| Net D/E | -0.0 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | -21.3% |
| 3M Rtn | -34.3% |
| 6M Rtn | -47.3% |
| 12M Rtn | -61.1% |
| 3Y Rtn | -61.4% |
| 1M Excs Rtn | -23.1% |
| 3M Excs Rtn | -42.9% |
| 6M Excs Rtn | -54.8% |
| 12M Excs Rtn | -75.5% |
| 3Y Excs Rtn | -128.9% |
Segment Financials
Revenue by Segment| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Providing software solutions to the global hospitality industry | 237 | ||||
| Products | 44 | 36 | 27 | 44 | |
| Professional services | 36 | 28 | 22 | 33 | |
| Subscription and maintenance | 118 | 99 | 89 | 84 | |
| Total | 237 | 198 | 163 | 137 | 161 |
| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Providing software solutions to the global hospitality industry | 86 | ||||
| Total | 86 |
Price Behavior
Price Behavior
| Market Price | $86.01 | |
| Market Cap ($ Bil) | 2.4 | |
| First Trading Date | 03/26/1990 | |
| Distance from 52W High | -39.1% | |
| 50 Days | 200 Days | |
| DMA Price | $113.66 | $109.45 |
| DMA Trend | up | down |
| Distance from DMA | -24.3% | -21.4% |
| 3M | 1YR | |
| Volatility | 55.5% | 53.6% |
| Downside Capture | 185.75 | 85.47 |
| Upside Capture | -45.14 | 71.46 |
| Correlation (SPY) | 23.7% | 35.8% |
AGYS Betas & Captures as of 1/31/2026
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 1.38 | 0.75 | 1.08 | 1.04 | 0.99 | 1.11 |
| Up Beta | 3.45 | 1.51 | 0.83 | 1.11 | 1.20 | 1.24 |
| Down Beta | 2.57 | 1.59 | 1.89 | 1.54 | 0.98 | 0.98 |
| Up Capture | -327% | -162% | -46% | 15% | 54% | 85% |
| Bmk +ve Days | 11 | 22 | 34 | 71 | 142 | 430 |
| Stock +ve Days | 9 | 19 | 30 | 64 | 131 | 392 |
| Down Capture | 327% | 179% | 168% | 124% | 89% | 104% |
| Bmk -ve Days | 9 | 19 | 27 | 54 | 109 | 321 |
| Stock -ve Days | 11 | 22 | 31 | 61 | 119 | 358 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with AGYS | |
|---|---|---|---|---|
| AGYS | -4.4% | 53.5% | 0.10 | - |
| Sector ETF (XLK) | 21.2% | 27.4% | 0.68 | 33.3% |
| Equity (SPY) | 15.4% | 19.4% | 0.61 | 36.2% |
| Gold (GLD) | 73.9% | 24.8% | 2.19 | -9.4% |
| Commodities (DBC) | 8.9% | 16.6% | 0.34 | 1.2% |
| Real Estate (VNQ) | 4.6% | 16.5% | 0.10 | 24.4% |
| Bitcoin (BTCUSD) | -27.1% | 44.7% | -0.57 | 20.6% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with AGYS | |
|---|---|---|---|---|
| AGYS | 17.0% | 48.8% | 0.49 | - |
| Sector ETF (XLK) | 17.3% | 24.7% | 0.63 | 33.5% |
| Equity (SPY) | 14.4% | 17.0% | 0.68 | 36.2% |
| Gold (GLD) | 21.4% | 16.9% | 1.03 | -3.0% |
| Commodities (DBC) | 11.5% | 18.9% | 0.49 | 4.7% |
| Real Estate (VNQ) | 5.0% | 18.8% | 0.17 | 26.4% |
| Bitcoin (BTCUSD) | 16.1% | 58.0% | 0.49 | 21.4% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with AGYS | |
|---|---|---|---|---|
| AGYS | 23.9% | 45.8% | 0.64 | - |
| Sector ETF (XLK) | 22.6% | 24.2% | 0.85 | 35.5% |
| Equity (SPY) | 15.4% | 17.9% | 0.74 | 40.1% |
| Gold (GLD) | 15.7% | 15.5% | 0.84 | -2.1% |
| Commodities (DBC) | 8.0% | 17.6% | 0.37 | 11.9% |
| Real Estate (VNQ) | 6.0% | 20.7% | 0.25 | 34.6% |
| Bitcoin (BTCUSD) | 68.7% | 66.7% | 1.08 | 14.4% |
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Returns Analyses
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 1/26/2026 | -20.0% | -21.4% | |
| 10/27/2025 | 22.6% | 10.5% | 9.4% |
| 5/19/2025 | 22.1% | 27.0% | 30.7% |
| 1/21/2025 | -20.0% | -26.9% | -35.7% |
| 10/28/2024 | -8.1% | -7.7% | 23.5% |
| 7/22/2024 | -4.5% | -1.4% | -2.7% |
| 5/13/2024 | 14.9% | 27.7% | 14.5% |
| 1/22/2024 | 0.1% | -0.2% | -8.2% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 11 | 11 | 11 |
| # Negative | 10 | 10 | 9 |
| Median Positive | 10.2% | 10.5% | 18.2% |
| Median Negative | -10.0% | -8.5% | -7.0% |
| Max Positive | 25.4% | 29.3% | 51.5% |
| Max Negative | -20.0% | -26.9% | -35.7% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 12/31/2025 | 01/26/2026 | 10-Q |
| 09/30/2025 | 10/27/2025 | 10-Q |
| 06/30/2025 | 07/24/2025 | 10-Q |
| 03/31/2025 | 05/23/2025 | 10-K |
| 12/31/2024 | 01/21/2025 | 10-Q |
| 09/30/2024 | 10/28/2024 | 10-Q |
| 06/30/2024 | 07/26/2024 | 10-Q |
| 03/31/2024 | 05/22/2024 | 10-K |
| 12/31/2023 | 01/25/2024 | 10-Q |
| 09/30/2023 | 10/26/2023 | 10-Q |
| 06/30/2023 | 07/27/2023 | 10-Q |
| 03/31/2023 | 05/19/2023 | 10-K |
| 12/31/2022 | 01/26/2023 | 10-Q |
| 09/30/2022 | 10/28/2022 | 10-Q |
| 06/30/2022 | 07/29/2022 | 10-Q |
| 03/31/2022 | 05/23/2022 | 10-K |
Insider Activity
Expand for More| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Colvin, Donald A | Direct | Sell | 11242025 | 123.28 | 6,000 | 739,680 | 3,031,702 | Form | |
| 2 | Robertson, Chris J | Controller | Direct | Sell | 11132025 | 131.34 | 500 | 65,670 | 90,231 | Form |
| 3 | Wood, William David Iii | Chief Financial Officer | Direct | Sell | 11062025 | 125.20 | 584 | 73,117 | 5,139,710 | Form |
| 4 | Wood, William David Iii | Chief Financial Officer | Direct | Sell | 11042025 | 124.64 | 990 | 123,394 | 5,189,511 | Form |
| 5 | Shivashankar, Sethuram | CTO | Direct | Sell | 11042025 | 124.64 | 497 | 61,946 | 2,995,224 | Form |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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