Agilysys, Inc. (AGYS) vs Alarm.com Holdings, Inc. (ALRM)

Agilysys, Inc. and Alarm.com Holdings, Inc. are both Software Application companies. Agilysys, Inc. is the larger, with a market value of $3.2B against $2.8B — 1.1× the size. Alarm.com Holdings, Inc. trades at the lower P/E: 24.1× against 71.5×. Agilysys, Inc. grew revenue faster over the last twelve months: 14.4% against 8.72%. Agilysys, Inc. has the higher net margin (13.0% vs 11.1%) and the higher return on invested capital (14.1% vs 9.71%). Across the 22 metrics below, Alarm.com Holdings, Inc. leads on 12 and Agilysys, Inc. on 10.

Valuation

Metric AGYS ALRM Software Application median
P/E 71.54 24.11 25.41
P/S 9.31 2.67 2.73
P/B 9.09 3.27 2.57
Price to free cash flow 38.24 15.79 17.58
EV/EBITDA 50.82 17.57 15.36
EV/Sales 8.97 3.15 2.59
Earnings yield 1.40% 4.15% 0.00%
Free cash flow yield 2.62% 6.33% 2.24%

Profitability

Metric AGYS ALRM Software Application median
Gross margin 63.06% 65.81% 67.03%
Operating margin 14.60% 12.83% 0.00%
Net margin 12.99% 11.11% 0.00%
Free cash flow margin 24.35% 17.59% 5.01%
Return on equity 13.80% 14.19% 0.00%
Return on assets 9.54% 6.28% 0.00%
Return on invested capital 14.05% 9.71% 0.00%

Growth

Metric AGYS ALRM Software Application median
Revenue growth (TTM) 14.38% 8.72% 12.48%
EPS growth (last fiscal year) 67.07% 7.42% 32.26%
Revenue growth, 5-year CAGR 18.41% 10.35% 14.21%
Net income growth, 5-year CAGR 0.00% 11.23% 0.00%

Health

Metric AGYS ALRM Software Application median
Debt to equity 0.00 0.57 0.02
Current ratio 1.74 4.96 1.52
Net debt to EBITDA (2.19) 0.16 0.08

Dividend

Metric AGYS ALRM Software Application median
Dividend yield — — 0.95%
Payout ratio — — 0.29

Size

Metric AGYS ALRM Software Application median
Market cap 3.20b 2.83b 357.77m

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