Agilysys, Inc. (AGYS) vs Fastly, Inc. (FSLY)

Agilysys, Inc. and Fastly, Inc. are both Software Application companies. Agilysys, Inc. and Fastly, Inc. are of similar size ($3.5B and $3.4B). Fastly, Inc. has negative trailing earnings, so its P/E is not meaningful; Agilysys, Inc. trades at 75.8×. Fastly, Inc. grew revenue faster over the last twelve months: 21.5% against 14.9%. Agilysys, Inc. has the higher net margin (12.9% vs −8.74%) and the higher return on invested capital (14.0% vs −4.20%). Across the 20 metrics below, Agilysys, Inc. leads on 15 and Fastly, Inc. on 5.

Valuation

Metric AGYS FSLY Software Application median
P/E 75.78 n/m 25.90
P/S 9.77 3.43 3.04
P/B 9.41 2.46 2.60
Price to free cash flow 41.94 56.75 17.17
EV/EBITDA 54.64 3,264.54 15.48
EV/Sales 9.41 3.42 2.89
Earnings yield 1.32% (2.60%) 0.00%
Free cash flow yield 2.38% 1.76% 1.98%

Profitability

Metric AGYS FSLY Software Application median
Gross margin 63.78% 62.64% 66.89%
Operating margin 14.33% (9.00%) 0.00%
Net margin 12.88% (8.74%) 0.00%
Free cash flow margin 23.31% 18.16% 5.77%
Return on equity 13.56% (6.48%) 0.00%
Return on assets 9.63% (4.17%) 0.00%
Return on invested capital 14.00% (4.20%) 0.00%

Growth

Metric AGYS FSLY Software Application median
Revenue growth (TTM) 14.87% 21.48% 12.27%
EPS growth (last fiscal year) 67.07% 27.19% 32.11%
Revenue growth, 5-year CAGR 18.41% 16.49% 14.34%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric AGYS FSLY Software Application median
Debt to equity 0.00 0.32 0.02
Current ratio 1.91 3.07 1.53
Net debt to EBITDA (2.19) 0.00 0.09

Dividend

Metric AGYS FSLY Software Application median
Dividend yield — — 1.10%
Payout ratio — — 0.28

Size

Metric AGYS FSLY Software Application median
Market cap 3.46b 3.35b 487.58m

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