Agilysys, Inc. (AGYS) vs Braze, Inc. (BRZE)

Agilysys, Inc. and Braze, Inc. are both Software Application companies. Agilysys, Inc. and Braze, Inc. are of similar size ($2.8B and $2.8B). Braze, Inc. has negative trailing earnings, so its P/E is not meaningful; Agilysys, Inc. trades at 65.1×. Braze, Inc. grew revenue faster over the last twelve months: 27.4% against 14.4%. Agilysys, Inc. has the higher net margin (13.0% vs −13.6%) and the higher return on invested capital (14.1% vs −34.7%). Across the 19 metrics below, Agilysys, Inc. leads on 11 and Braze, Inc. on 8.

Valuation

Metric AGYS BRZE Software Application median
P/E 65.12 n/m 24.79
P/S 8.48 3.25 2.67
P/B 8.28 4.52 3.01
Price to free cash flow 34.81 33.80 16.59
EV/EBITDA 46.09 n/m 14.40
EV/Sales 8.14 2.77 2.62
Earnings yield 1.54% (4.23%) 0.00%
Free cash flow yield 2.87% 2.96% 1.91%

Profitability

Metric AGYS BRZE Software Application median
Gross margin 63.06% 66.30% 67.03%
Operating margin 14.60% (13.36%) 0.00%
Net margin 12.99% (13.55%) 0.00%
Free cash flow margin 24.35% 9.61% 4.32%
Return on equity 13.80% (18.86%) 0.00%
Return on assets 9.54% (10.50%) 0.00%
Return on invested capital 14.05% (34.68%) 0.00%

Growth

Metric AGYS BRZE Software Application median
Revenue growth (TTM) 14.38% 27.44% 12.40%
EPS growth (last fiscal year) 67.07% (19.61%) —
Revenue growth, 5-year CAGR 18.41% 37.50% 13.72%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric AGYS BRZE Software Application median
Debt to equity 0.00 0.02 0.02
Current ratio 1.74 1.27 1.55
Net debt to EBITDA (2.19) 4.85 0.06

Dividend

Metric AGYS BRZE Software Application median
Dividend yield — — 1.25%
Payout ratio 0.00 0.00 0.00

Size

Metric AGYS BRZE Software Application median
Market cap 2.81b 2.81b 396.11m

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