CATALYSTYahoo Finance • 2d ago
Agilysys (AGYS) Stock Could Be A Bargain Based On Cash FlowYahoo Finance report covering Agilysys Inc. (AGYS) market action, institutional positioning, and fundamental catalysts.
Why AGYS Stock advanced +1.60% Today — RQD Quant Desk Flash
$119.87 +1.60% NASDAQ • Live Quote vs Prior Daily Close (Synced Snapshot)
EXT / AFTER-HRS: $120.50
Agilysys Inc. (AGYS) earns a Roarable Rating of B- (Buy) with 71/100 RQD Confidence. High-quality cash engine (62.6% gross margin, 15% return on capital) with steady institutional support. The company’s underlying cash engine and institutional positioning keep the composite score in the Green Buy zone.
ROARABLE B- • BUY
Cap $3.33B
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Is AGYS stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
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As of 2026-11-03, Agilysys Inc. (NASDAQ: AGYS) is rated B- (Buy / BUY) by Roarable's 5-pillar RQD engine with a composite confidence score of 71/100 at a spot price of $119.87 (+1.60% 1D, market cap $3.33B). Pillar breakdown: Fundamental Cash Engine 16/20, Institutional 13F & Options Flow 16/20, SEC Balance-Sheet Forensics 14/20, FRED Macro Regime Fit 14/20, and Executive Insider Alignment 11/20. Across 715 tracked Technology issuers, AGYS ranks #65 in composite RQD confidence.
✓ Pre-computed one-to-many AI Quant brief
🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief)
How does AGYS compare to RGTI and LIF in the Technology sector?
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Within the Technology sector (EDP Services), AGYS carries a Roarable B- (71/100 RQD), trailing P/E of 84.3x, gross margin of 62.6%, and ROIC of 14.7%. By comparison, RGTI (Rigetti Computing Inc.) holds a E grade (33/100 RQD, P/E N/A, ROIC -12.1%, cap $3.56B) and LIF (Life360 Inc.) posts a D grade (51/100 RQD, P/E 24.6x, ROIC 8.0%, cap $3.64B). Among the 5-stock peer group, CARG leads on earnings multiple (18.6x) while CARG leads on capital efficiency (85.0% ROIC).
✓ Pre-computed one-to-many AI Quant brief
🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief)
What are the biggest fundamental strengths and SEC risk factors for AGYS?
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Per AGYS's SEC EDGAR XBRL 10-K filing (FY2025, filed 2026-03-31, CIK 0000078749), Agilysys Inc. generated $319.3M in revenue (+15.9% YoY), $38.8M in net income, and $70.0M in free cash flow against $475.2M in total assets and $0 in total debt. Key quantitative strengths: Strong cash generator (62.6% gross margin)—profits are backed by real money, not accounting tricks. Primary risk factors monitored: Priced at 84x earnings—high expectations leave less room for a lukewarm quarter. Institutional options positioning shows a 50% call / 50% put premium split.
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INTERACTIVE SCENARIO DECK:
EXT / AFTER-HRS: $120.51 (+0.53%)🧬 Cannibal Buyback (-0.96% YoY Shares)⚙️ Cash Engine: 16/20 (B+) • 21.9% FCF Margin
Verify 90D Bucket Audit →📊 Historical Track Record: Scores of 71/100 (B-) historically ranked in the Top 14% of excess returns over the next 90 days (+6.8% avg 90D alpha vs SPY • 68.4% hit rate).
Audit Bucket Track Record →RQD QUANT TACHOMETERBUY • B-
3-of-3 Quant Analysts Bullish
Cash
SEC
Whale
Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer
5-PILLAR RQD RADARRw B · Rk B-
Each axis scored 0–20
12M PRICE TARGET CONE+5.8% Base Target
WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for AGYS)Realized 20D OHLCV Swing Band: ±7.8%
Deterministic 5-Pillar Attribution (71/100 Composite)
🔍 WHY AGYS SCORES 71/100 (B-) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag
▲ #1 Bullish Driver: Cash Engine Quality+16/20 pts (23% of score)
SEC XBRL FY 2025 (10-K): 21.9% FCF Margin ($70.0M FCF) & 62.6% Gross Margin
▲ #2 Bullish Driver: Whale & Options Positioning+16/20 pts (23% of score)
20D Institutional Volume Accumulation (±7.8% realized swing band)
▼ #1 Drag / Risk Factor: Insider Conviction & Share Dilution11/20 pts (-9 pt drag)
Cannibal Buyback (-0.96% YoY Shares) & executive Form 4 sales trim 9 pts from alignment
📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current
Q1 (-3Q)Grade C+$107.41+8% Next Q
63
Q2 (-2Q)Grade B-$116.02-0.8% Next Q
66
Q3 (-1Q)Grade B-$115.13+4.1% Next Q
68
CurrentGrade B-$119.87+6.8% Hist 90D α
71
Trajectory: C+ (63) → B- (71)Full Audit →
⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)GIDEON ASHMERE // FORENSIC SHORT & KILL-SWITCH DOSSIER
⚔️ Adversarial Opposing Case: Why the AGYS Bull Thesis Could Fail
Even with a 71/100 (B-) score, AGYS faces multiple-compression risk if 84.3x trailing P/E re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.
⚠️ Forensic Kill-Switch #1
Priced at 84x earnings—high expectations leave less room for a lukewarm quarter.
⚠️ Forensic Kill-Switch #2
Dilution & Margin Drag: Cannibal Buyback (-0.96% YoY Shares) — any gross margin slip below 60.1% triggers an automatic RQD downgrade.
⚠️ Forensic Kill-Switch #3
Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($108.65) or 200D SMA ($91.90) invalidates the momentum regime and cuts Target Base ($126.88) toward Bear Floor ($98.29).
🎲 LIVE PREDICTION MARKET ODDS TIED TO $AGYS• $4.8M Crowd Pool • Kalshi / Polymarket Composite
Contract: “AGYS Beats Next Quarterly Revenue & EPS Consensus + Hyperscaler AI CapEx Holds Record Pace”
AUTOMATED RQD QUANT DESK MOVER BRIEFINGFull Market News Desk →
Why AGYS Stock advanced +1.60% Today — RQD Quant Desk Flash
Agilysys Inc. (AGYS) advanced +1.60% to $119.87, trading at 81% of its 52-week range ($61.5 – $133.32). High-quality cash engine (62.6% gross margin, 15% return on capital) with steady institutional support.
- ▸Technical Tape: Trading at 81% of its 52-week range ($61.5 – $133.32) with RSI-14 at 61.3 (BULLISH MOMENTUM).
- ▸Volatility Profile: Historical 20-day realized swing band of ±7.8% around $119.87 (no active unusual options sweep snapshot on file).
- ▸Fundamental Anchor: Roarable B- (Buy) backed by 62.6% gross margin and $70.0M annual free cash flow.
Live AGYS Headlines & Catalysts
MARKET WIREGuruFocus • 2d ago
Agilysys Inc (AGYS) Stock Down 3.1% -- Now Undervalued? GF Score: 84/100GuruFocus report covering Agilysys Inc. (AGYS) market action, institutional positioning, and fundamental catalysts.
MARKET WIREYahoo Finance • 2d ago
Agilysys (AGYS) Stock Slips As Q2 Results Put Margins In FocusYahoo Finance report covering Agilysys Inc. (AGYS) market action, institutional positioning, and fundamental catalysts.
RISK WATCHSeeking Alpha • 2d ago
Agilysys: Profit Taking Opportunity As Valuation Exceeds Modest Performance (Downgrade)Seeking Alpha report covering Agilysys Inc. (AGYS) market action, institutional positioning, and fundamental catalysts.
MARKET WIREwww.marketscreener.com • 2d ago
Earnings Flash (AGYS) Agilysys, Inc. Posts Q2 Adjusted EPS $0.67 per Share, vs. FactSet Est of $0.55www.marketscreener.com report covering Agilysys Inc. (AGYS) market action, institutional positioning, and fundamental catalysts.
CATALYSTFinancialContent • 2d ago
Agilysys (NASDAQ:AGYS) beats Q3 CY2026 sales expectations but stock dropsFinancialContent report covering Agilysys Inc. (AGYS) market action, institutional positioning, and fundamental catalysts.
CATALYSTTradingView • 2d ago
AGYS Q3 deep dive: Subscription growth, AI initiatives, and margin pressures shape outlookTradingView report covering Agilysys Inc. (AGYS) market action, institutional positioning, and fundamental catalysts.
RISK WATCHSimply Wall Street • 3d ago
Agilysys (AGYS) Stock Drops As Q2 Earnings Meet Valuation RealitySimply Wall Street report covering Agilysys Inc. (AGYS) market action, institutional positioning, and fundamental catalysts.
CATALYSTYahoo • 6d ago
All You Need to Know About Agilysys (AGYS) Rating Upgrade to BuyAgilysys (AGYS) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
MARKET WIREYahoo • 6d ago
2 Russell 2000 stocks on our watchlist and 1 we ignoreThe Russell 2000 (^RUT) is home to many small-cap stocks, offering investors the chance to uncover hidden gems before the broader market catches on. However, these companies often come with higher volatility and risk, as
ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Quantitative Research Desk
Scheduled RQD Strong Buys & Whale Accumulation Briefing (AGYS Tape Review)
- ✓Breakdown of the highest-scoring RQD Green-Light breakouts across our 5,200+ rated universe
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AGYS // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: +73.15%📐 HORIZONTAL RANGE
2026-11-04O $115.8H $119.9L $115.8C $119.9VOL 444.4K
RES: $126.8SUP: $92.88SMA50: $108.7SMA200: $91.90
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK
AGYS Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure
Share Count & Dilution Monitor
Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).
Reverse-DCF Expectations Hurdle
48.0%/yr Implied 5Y Growth
vs. +15.9% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).
Ellis Vennor Setup Ledger
No active Ellis Vennor swing setup published on AGYS today. View full Setup Ledger →
🦋 Documented & Second-Order Butterfly Connections
Open Graph →
No direct multi-tier Butterfly edges indexed yet for AGYS. Explore sector supply chains on /butterfly.
AI Analyst Theses, Washington Policy & Company Video
🎬 No recent verified company-specific video clip queued for AGYS today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →
DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK
📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (AGYS)
Technology Rank #65 of 715
⚔️ RGTI vs AGYS Full Matrix →
1. Head-to-Head Technology Peer Comparison (AGYS vs. RGTI, LIF, CARG, KD)
Industry: EDP Services (163 Tracked Issuers)Across 715 tracked Technology securities in the Roarable RQD universe, Agilysys Inc. (AGYS) ranks #65 by composite RQD confidence (71/100, grade B-) and #240 by equity capitalization ($3.33B). Within this direct 5-issuer industry benchmark cohort, CARG leads on earnings valuation at 18.6x trailing P/E, while CARG leads on capital efficiency and profitability with 85.0% ROIC and 92.8% gross margin. CARG currently holds the highest overall quantitative score in the immediate peer group at 77/100 (B+) compared with AGYS at 71/100 (B-).
| Ticker / Company | Roarable Grade | RQD Score | Trailing P/E | Gross Margin | ROIC | 1D Change | Market Cap | Head-to-Head |
|---|---|---|---|---|---|---|---|---|
| AGYS
ACTIVE
Agilysys Inc. | B- | 71/100 | 84.3x | 62.6% | 14.7% | +1.60% | $3.33B | Benchmark Subject |
| RGTI Rigetti Computing Inc. | E | 33/100 | — | 29.1% | -12.1% | +3.89% | $3.56B | /rgti-vs-agys → |
| LIF Life360 Inc. | D | 51/100 | 24.6x | 77.8% | 8.0% | +0.85% | $3.64B | /lif-vs-agys → |
| CARG CarGurus Inc. (Class A) | B+ | 77/100 | 18.6x | 92.8% | 85.0% | -0.06% | $3.01B | /carg-vs-agys → |
| KD Kyndryl Holdings Inc. | D | 48/100 | — | 21.8% | — | -4.64% | $2.96B | /kd-vs-agys → |
2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)
SEC EDGAR 10-K • FILED 2026-03-31 • CIK 0000078749 ↗In its most recent audited fiscal period (FY2025, filed 2026-03-31), Agilysys Inc. (AGYS) reported GAAP revenue of $319.3M (+15.9% vs. FY2024 revenue of $275.6M , and +34.5% cumulative change since FY2023) , GAAP net income of $38.8M, operating cash flow of $70.0M, and free cash flow of $70.0M (+27.0% YoY). On the balance sheet, AGYS closed FY2025 with $475.2M in total assets against $0 in total debt (Altman Z-Score: N/A, Piotroski F-Score: 9/9).
| Fiscal Period | Filing Date | Revenue | Net Income | Operating Cash Flow | Free Cash Flow | Total Assets | Total Debt |
|---|---|---|---|---|---|---|---|
| FY2025 (FY) | 2026-03-31 | $319.3M | $38.8M | $70.0M | $70.0M | $475.2M | $0 |
| FY2024 (FY) | 2025-03-31 | $275.6M | $23.2M | $55.1M | $55.1M | $443.9M | $38.0M |
| FY2023 (FY) | 2024-03-31 | $237.5M | $86.2M | $48.2M | $48.2M | — | — |
3. AGYS Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)
✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLEDIs AGYS stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
As of 2026-11-03, Agilysys Inc. (NASDAQ: AGYS) is rated B- (Buy / BUY) by Roarable's 5-pillar RQD engine with a composite confidence score of 71/100 at a spot price of $119.87 (+1.60% 1D, market cap $3.33B). Pillar breakdown: Fundamental Cash Engine 16/20, Institutional 13F & Options Flow 16/20, SEC Balance-Sheet Forensics 14/20, FRED Macro Regime Fit 14/20, and Executive Insider Alignment 11/20. Across 715 tracked Technology issuers, AGYS ranks #65 in composite RQD confidence.
How does AGYS compare to RGTI and LIF in the Technology sector?
Within the Technology sector (EDP Services), AGYS carries a Roarable B- (71/100 RQD), trailing P/E of 84.3x, gross margin of 62.6%, and ROIC of 14.7%. By comparison, RGTI (Rigetti Computing Inc.) holds a E grade (33/100 RQD, P/E N/A, ROIC -12.1%, cap $3.56B) and LIF (Life360 Inc.) posts a D grade (51/100 RQD, P/E 24.6x, ROIC 8.0%, cap $3.64B). Among the 5-stock peer group, CARG leads on earnings multiple (18.6x) while CARG leads on capital efficiency (85.0% ROIC).
What are the biggest fundamental strengths and SEC risk factors for AGYS?
Per AGYS's SEC EDGAR XBRL 10-K filing (FY2025, filed 2026-03-31, CIK 0000078749), Agilysys Inc. generated $319.3M in revenue (+15.9% YoY), $38.8M in net income, and $70.0M in free cash flow against $475.2M in total assets and $0 in total debt. Key quantitative strengths: Strong cash generator (62.6% gross margin)—profits are backed by real money, not accounting tricks. Primary risk factors monitored: Priced at 84x earnings—high expectations leave less room for a lukewarm quarter. Institutional options positioning shows a 50% call / 50% put premium split.
Where is AGYS trading relative to its 50-day, 200-day, and 52-week technical levels?
AGYS last traded at $119.87 (+1.60% on volume of 298,878 shares), positioning the stock +10.33% above its 50-day simple moving average ($108.65) and +30.44% above its 200-day simple moving average ($91.90). Across its 52-week range of $61.50 to $133.32, AGYS sits at the 81.3% percentile with a 14-day RSI of 61.3 (BULLISH MOMENTUM) and an implied next-earnings move of ±7.8% ($110.52 to $129.22).
ROARABLE RATING BRIEF • RQD 71/100 (B-)
✓ SEC XBRL & RQD VERIFIED
AGYS — Agilysys Inc.: What the Facts Mean to a Prospective Investor
Methodology: RQD v6.2 Deterministic 5-Pillar & SEC XBRL Audit
Updated: 2026-03-31
1. Roarable Rating Brief: What This Means to a Prospective Investor
Agilysys Inc. (AGYS) earns a live Roarable RQD composite score of 71/100, corresponding to a B- letter grade (Roarable Buy) at a spot price of $119.87 (+1.60% 1D, market capitalization $3.33B).
- Fundamental Cash Engine (16/20): Anchored by return on invested capital (ROIC) of 14.7%, gross margin of 62.6%, operating margin of 13.5%, and free cash flow yield of 2.14%.
- Whale 13F & Options Flow (16/20) + Insider Conviction (11/20): Tracks institutional 13F accumulation, CBOE options call/put positioning, and SEC Form 4 / Congressional PTR filings.
- Macro Regime Fit (14/20) + Forensic Balance Sheet (14/20): Incorporates a 1.00x equity beta, Altman Z-Score of N/A, Piotroski F-Score of 9/9, and Debt/Equity of 0.00x.
2. Business Model, Unit Margins & SEC Financial Trajectory
Agilysys Inc. Is a NASDAQ-listed issuer classified in the Technology sector and the EDP Services industry. Gross margin is 62.6%, operating margin is 13.5%, and net margin is 12.1%.
In its latest audited SEC EDGAR 10-K filing for FY2025 (filed 2026-03-31), Agilysys Inc. (AGYS) reported $319.3M in annual revenue (up from $275.6M in FY2024, +15.9% YoY) and $38.8M in GAAP net income. Over the multi-year SEC filing window from FY2023 ($237.5M revenue, $86.2M net income) through FY2025, AGYS scaled operating cash flow to $70.0M and free cash flow to $70.0M, backed by $475.2M in total assets against $0 in total debt.
3. Institutional Bull vs. Bear Thesis & Valuation Tradeoff
- 🐂 Primary Bull Case (B- • RQD 71/100): Strong cash generator (62.6% gross margin)—profits are backed by real money, not accounting tricks. Big institutional funds and options desks are actively positioning on the bullish side. With Fundamental Cash Engine at 16/20 and Institutional Whale Flow at 16/20, sustained execution supports upside toward the upper end of the $61.50 – $133.32 52-week range.
- 🐻 Primary Bear Case & Valuation Risk: Priced at 84x earnings—high expectations leave less room for a lukewarm quarter. Investors must weigh 84.3x trailing P/E and 74.1x EV/EBITDA against 13.5% operating margins and a 1.00x macro beta.
4. 2nd-Order Butterfly Ripples & Key Questions to Watch
Upstream and downstream dependencies, sector correlations beyond the Technology/EDP Services classification, and second-order bottlenecks are — An investor should not infer supply-chain exposure from the sector label alone.
- Key Question #1: Can AGYS sustain or expand its 13.5% operating margin and 14.7% ROIC against EDP Services peers over the next 4 quarters?
- Key Question #2: Following FY2025 revenue of $319.3M and free cash flow of $70.0M, how will capital allocation balance growth reinvestment against $0 in total debt?
- Key Question #3: How sensitive is AGYS's 70.8x forward P/E multiple to Technology capital spending cycles and macro interest-rate shifts (Beta 1.00x)?
AGYS Live News Feed, Press Releases & Catalyst Wire
Real-time company headlines, analyst actions, and sector developments for Agilysys Inc. (AGYS) • Click "Debate This Headline" to argue it in the Roar Pit below
🟢 CATALYST Yahoo Finance • 2d ago
Agilysys (AGYS) Stock Could Be A Bargain Based On Cash Flow Yahoo Finance report covering Agilysys Inc. (AGYS) market action, institutional positioning, and fundamental catalysts.
🟡 MARKET WIRE GuruFocus • 2d ago
Agilysys Inc (AGYS) Stock Down 3.1% -- Now Undervalued? GF Score: 84/100 GuruFocus report covering Agilysys Inc. (AGYS) market action, institutional positioning, and fundamental catalysts.
🟡 MARKET WIRE Yahoo Finance • 2d ago
Agilysys (AGYS) Stock Slips As Q2 Results Put Margins In Focus Yahoo Finance report covering Agilysys Inc. (AGYS) market action, institutional positioning, and fundamental catalysts.
🔴 RISK WATCH Seeking Alpha • 2d ago
Agilysys: Profit Taking Opportunity As Valuation Exceeds Modest Performance (Downgrade) Seeking Alpha report covering Agilysys Inc. (AGYS) market action, institutional positioning, and fundamental catalysts.
🟡 MARKET WIRE www.marketscreener.com • 2d ago
Earnings Flash (AGYS) Agilysys, Inc. Posts Q2 Adjusted EPS $0.67 per Share, vs. FactSet Est of $0.55 www.marketscreener.com report covering Agilysys Inc. (AGYS) market action, institutional positioning, and fundamental catalysts.
🟢 CATALYST FinancialContent • 2d ago
Agilysys (NASDAQ:AGYS) beats Q3 CY2026 sales expectations but stock drops FinancialContent report covering Agilysys Inc. (AGYS) market action, institutional positioning, and fundamental catalysts.
🟢 CATALYST TradingView • 2d ago
AGYS Q3 deep dive: Subscription growth, AI initiatives, and margin pressures shape outlook TradingView report covering Agilysys Inc. (AGYS) market action, institutional positioning, and fundamental catalysts.
🔴 RISK WATCH Simply Wall Street • 3d ago
Agilysys (AGYS) Stock Drops As Q2 Earnings Meet Valuation Reality Simply Wall Street report covering Agilysys Inc. (AGYS) market action, institutional positioning, and fundamental catalysts.
🔥 THE ROAR PIT • LIVE COMMUNITY DEBATE
3 Active Posts & Replies
AGYS Bull vs. Bear Conversation Board — What's Your Call at $119.87?
🐂 67% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON AGYS 🐻 33% BEARISH CONVICTION
CA CashFlowKing RQD DEBATE OPENER • FCF Compounder Hunter 🐂 BULLISH
🎯 Target: $141.28 (+22.0%)
📌 Pinned Debate Revenue grew from $237.5M to $319.3M while debt fell to $0.0M and the Piotroski F-Score is a perfect 9/9.
Picked up a starter position in AGYS in my $100K Virtual Cash book at $115.80. Revenue grew from $237.5M to $319.3M while debt fell to $0.0M and the Piotroski F-Score is a perfect 9/9.. Trading inside a $61.50–$133.32 52-week range with 2.14% FCF yield gives solid downside support if EDP Services multiples expand this quarter.
VolSurface_Trader 🐂 BULL
@SkepticalCFA Shorting a 16/20 institutional whale-flow stock at $115.80 is dangerous when funds are rotating into Technology.
SK SkepticalCFA RQD DEBATE OPENER • Fundamental Contrarian 🐻 BEARISH
🎯 Target: $91.48 (-21.0%)
Spot @ $115.80 The P/E TTM of 84.3 and 2.14% FCF yield leave the valuation stretched, with insider conviction scored only 11/20.
Here is the bear case nobody on the bull side wants to address on AGYS: The P/E TTM of 84.3 and 2.14% FCF yield leave the valuation stretched, with insider conviction scored only 11/20.. At 84.3x trailing P/E, even a small guidance miss in EDP Services triggers a 12-15% air pocket.