Agilysys, Inc. (AGYS)
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-09-04
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-09-04
QuarterlyIQ Insights · AGYS
Price, fair value, and the multiples that frame it on the same time axis. Scroll over the price chart to zoom.
Daily closes. Earnings/event dots inline.
A consensus fair price across 10 valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
We take the 12-month fair value above and grade our own number — how the market prices this name versus what we'd justify, and where the two diverge.
At $111 AGYS trades at 62× p/e — 2.3× the 27× p/e peer median. The market is re-rating it beyond its own range; our $98 fair value is low-confidence here. Analysts target $110–$135. Note: our $98 fair value sits below the entire analyst range ($110–$135). Even valued only for durable growth at sustainable margins, it's worth about $116 — above today's price, so the premium reflects that growth case, not pure multiple expansion. Not investment advice.
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
Score 100 = cheapest in the cohort, 0 = richest. Bars are filled left-to-right based on the peer-relative score (or PEG/self-history where shown).
Each method's implied share price per horizon. Provisional rows use a projected (historical-CAGR) growth input rather than analyst or management guidance.
| Method | Horizon | Est. price | Multiple | Per-share input | EPS source | Confidence |
|---|---|---|---|---|---|---|
| analyst target | 12M | $119.00 | — | — | Analyst | high |
| dcf fcfe | 12M | $193.92 | — | — | Hist. CAGR | high |
| dcf fcff | 12M | $198.27 | — | — | Hist. CAGR | high |
| graham number | 12M | $21.90 | — | — | TTM | high |
| Peer P/FCF | 12M |
A “consensus-then vs. actual-now” overlay is on the way — what our valuation estimate said on a past date versus where the price actually landed.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A long-thesis check that carries the widest uncertainty of the three horizons.
Above average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
$110.00 – $135.00 (median $119.00) · 6 analysts · as of 2026-08-10
Only weak execution quality — not the full expensive x weak x turbulent stack. Regime (Mania) does not concentrate fragility.
For similar setups historically (n=20,154): about 33% saw a 20%+ drawdown, and roughly 76% of those did not recover within the year. These are historical base rates for the cohort, not a forecast of this stock.
At today's price you pay about 219% over what the business is worth with no growth; closing that gap needs roughly 8.8 years of the forecast growth to come through. These describe the expectations embedded in the price, not a forecast of the move. Reverse-DCF base: $1.30/sh owner earnings.
Looks more expensive than peers.
Self-history needs ~20 months of data.
Trailing four: 2026-Q1, 2026-Q2, 2026-Q3, 2027-Q1
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
| $52.57 |
| 18.6 |
| 2.83 |
| TTM |
| high |
| Peer P/E | 12M | $48.51 | 17.5 | 2.78 | ntm analyst | high |
| Peer P/S | 12M | $43.82 | 3.8 | 11.62 | TTM | high |
| PEG | 12M | $32.79 | 18.3 | 1.79 | TTM | high |
| residual income | 12M | $16.25 | — | — | TTM | high |
| triangulated | 12M | $52.21 | 27.4 | 1.90 | Triangulated | high |
| Peer P/FCF | 3Y | $79.96 | 18.6 | 4.30 | Hist. CAGR(prov.) | medium |
| Peer P/E | 3Y | $66.45 | 17.5 | 3.80 | Analyst | medium |
| Peer P/S | 3Y | $68.33 | 3.8 | 18.12 | guidance | medium |
| PEG | 3Y | $69.65 | 18.3 | 3.80 | Analyst | medium |
| Peer P/FCF | 5Y | $105.74 | 18.6 | 5.69 | Hist. CAGR(prov.) | medium |
| Peer P/E | 5Y | $83.61 | 17.5 | 4.78 | Analyst | medium |
| Peer P/S | 5Y | $85.97 | 3.8 | 22.80 | guidance | medium |
| PEG | 5Y | $87.63 | 18.3 | 4.78 | Analyst | medium |