Agilysys, Inc. (AGYS) vs SPS Commerce, Inc. (SPSC)

Agilysys, Inc. and SPS Commerce, Inc. are both Software Application companies. Agilysys, Inc. and SPS Commerce, Inc. are of similar size ($3.0B and $2.8B). SPS Commerce, Inc. trades at the lower P/E: 39.1× against 65.1×. Agilysys, Inc. grew revenue faster over the last twelve months: 14.4% against 9.80%. Agilysys, Inc. has the higher net margin (13.0% vs 10.1%) and the higher return on invested capital (14.1% vs 8.07%). Across the 21 metrics below, SPS Commerce, Inc. leads on 13 and Agilysys, Inc. on 8.

Valuation

Metric AGYS SPSC Software Application median
P/E 65.12 39.09 24.79
P/S 8.48 3.84 2.67
P/B 8.28 3.16 3.01
Price to free cash flow 34.81 14.95 16.59
EV/EBITDA 46.09 17.51 14.40
EV/Sales 8.14 3.62 2.62
Earnings yield 1.54% 2.56% 0.00%
Free cash flow yield 2.87% 6.69% 1.91%

Profitability

Metric AGYS SPSC Software Application median
Gross margin 63.06% 69.82% 67.03%
Operating margin 14.60% 12.80% 0.00%
Net margin 12.99% 10.10% 0.00%
Free cash flow margin 24.35% 25.72% 4.32%
Return on equity 13.80% 8.26% 0.00%
Return on assets 9.54% 6.94% 0.00%
Return on invested capital 14.05% 8.07% 0.00%

Growth

Metric AGYS SPSC Software Application median
Revenue growth (TTM) 14.38% 9.80% 12.40%
EPS growth (last fiscal year) 67.07% 20.59% —
Revenue growth, 5-year CAGR 18.41% 19.17% 13.72%
Net income growth, 5-year CAGR 0.00% 15.41% 0.00%

Health

Metric AGYS SPSC Software Application median
Debt to equity 0.00 0.00 0.02
Current ratio 1.74 2.26 1.55
Net debt to EBITDA (2.19) (0.86) 0.06

Dividend

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

Size

Metric AGYS SPSC Software Application median
Market cap 2.81b 3.00b 396.11m

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