Agilysys Inc Dossier
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SectorInformation Technology IndustrySoftware - Application Beta (adjusted)0.59 Intrinsic Value $158.31median of 6 methods · middle span $81-$501based on filings through 30 Jun 2026 Market Price $97.08Price as of 30 Sep 2026 Significantly undervaluedIntrinsic value is 63% above the market price −50% · IV below pricenear fair value ±15%IV above price · +50% marker beyond scale (+63%) Data confidence Sign in to view data confidence Market Cap $2.7B Enterprise Value $2.6B Shares Outstanding 28.5M diluted Moat Rating Wide Next Earnings Date26 Oct 2026 Last ex-dividend16 Jul 2009 All prices and values are periodic snapshots, not live quotes. Source dates are shown for reference. ThesisStreet consensus, scenarios, merits, risks, and invalidation triggers Thesis Summary Agilysys is successfully transitioning into a high-margin, pure-play hospitality SaaS leader. The company's core growth is driven by its modernized cloud-native Property Management System (PMS) and Point of Sale (POS) platforms, highlighted by its landmark enterprise contract with Marriott International. With subscription revenue growing at over 30% annually and operating leverage expanding Adjusted EBITDA margins toward a target of 24% in FY27, Agilysys is well-positioned to accelerate free cash flow. Despite trading at a premium valuation, its sticky customer base, high switching costs, and expanding product ecosystem justify a bullish outlook. This section is the 12-month view: analyst targets and the probability-weighted scenarios built from them. The intrinsic value at the top of this page answers a different question: what the business is worth today. Street view · analyst 12-month targets Low · most bearish analyst$118.00 Mean target$134.50 High · most bullish analyst$159.00 Our research · scenarios, merits, risks, and invalidation triggersResearch as of 18 Sep 2026 Scenarios · 12-month scenario targets Bear CaseDownside scenario $118.00 Macroeconomic headwinds in the travel and leisure sector slow down new hotel IT spending, while implementation bottlenecks or rising cybersecurity compliance costs compress professional services margins and delay subscription ARR recognition. Base CaseCentral scenario $134.50 Matches the consensus meanAgilysys delivers on its FY27 guidance of $365M to $370M in total revenue, maintains subscription revenue growth of at least 30%, and expands Adjusted EBITDA margins to approximately 24% as product development expenses scale down to the high teens. Bull CaseUpside scenario $159.00 Accelerated rollout of the Marriott PMS contract combined with rapid international expansion and successful upselling of the Book4Time spa SaaS platform drives subscription revenue growth well above the 30% target, leading to significant operating leverage and Adjusted EBITDA margins exceeding 26% in FY27. Scenarios are anchored to street consensus at the research date, with our probabilities and rationale. Key Investment Merits
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All scenarios are estimates and subject to change. Past performance is not indicative of future results. Quality Pillars MembersThis section is available to registered members. Create a free account or sign in to unlock the full breakdown. Explore this dossierValuationIntrinsic value, the six-method breakdown, peer medians, and your assumptions sandbox.Financial SnapshotRevenue, profitability, returns, balance sheet, dividends, and the filing-level detail.Qualitative AnalysisBusiness overview, strategic initiatives, and mergers, acquisitions & partnerships.Outlook & Key DatesForward estimates, reporting calendar, and the monitoring framework. |