AGYS
Agilysys, Inc.
AGYS has the edge over MSFT overall, supported by stronger valuation and stronger fundamentals.
MSFT
Microsoft Corporation
MSFT has lower modeled downside risk, despite its lower overall score.
AGYS Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Strong | |
| Strong | |
| Strong |
AGYS's revenue, profitability, cash flow and balance sheet are all currently healthy.
MSFT Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Strong | |
| Healthy | |
| Strong |
MSFT's revenue, profitability, cash flow and balance sheet are all currently healthy.
AGYS PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 34x | $52.61 | -57% |
| Forward | 42x | $122 | — |
| Current | 77x | $122 | — |
| Fair | 133x | $209 | +72% |
| Expensive | 214x | $336 | +176% |
Historical ranges are pointers, not guarantees.
AGYS's PE is in its fair range at 77x. If earnings grow as analysts expect, today's price would be 42x next year's earnings, in its cheap range.
MSFT PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 25x | $523 | — |
| Cheap | 27x | $525 | +0.4% |
| Current | 27x | $523 | — |
| Fair | 34x | $652 | +25% |
| Expensive | 37x | $711 | +36% |
Historical ranges are pointers, not guarantees.
MSFT has the edge over AGYS in the historical PE scenario, which offers more potential upside but is not a forecast.
AGYS Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Limited | |
| High |
AGYS has the edge over MSFT on the outlook, with more favorable profitability expectations.
MSFT Forward outlook
| Metric | Outlook |
|---|---|
| Improving | |
| Strong growth | |
| Strong growth | |
| Stable | |
| Moderate | |
| High |
Analysts expect strong earnings and revenue growth for MSFT, with profitability holding steady.
AGYS Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $2.91 | +85% |
| Q3 2026 | $1.57 | +85% |
| Q2 2026 | $1.52 | +210% |
| Q1 2026 | $1.37 | +67% |
| Q4 2025 | $1.06 | +31% |
| Q3 2025 | $0.85 | -76% |
| Q2 2025 | $0.49 | -87% |
| Q1 2025 | $0.82 | -74% |
| Q4 2024 | $0.81 | -75% |
AGYS's earnings per share have fallen from their peak: $1.57 over the past year, against $3.63 in mid-2024.
MSFT Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $20.79 | +8.6% |
| Q3 2026 | $19.15 | +36% |
| Q2 2026 | $17.95 | +32% |
| Q1 2026 | $16.80 | +30% |
| Q4 2025 | $15.99 | +29% |
| Q3 2025 | $14.06 | +16% |
| Q2 2025 | $13.64 | +16% |
| Q1 2025 | $12.93 | +12% |
| Q4 2024 | $12.41 | +12% |
MSFT has the edge over AGYS on earnings, with more consistent year-over-year improvement.
AGYS Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $93.4M | +18% |
| Q2 2026 | $87.7M | +14% |
| Q1 2026 | $82.9M | +12% |
| Q4 2025 | $80.4M | +16% |
| Q3 2025 | $79.3M | +16% |
| Q2 2025 | $76.7M | +21% |
| Q1 2025 | $74.3M | +19% |
| Q4 2024 | $69.6M | +15% |
AGYS's revenue has grown year over year for 22 quarters in a row: $93M last quarter, up 18% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 16% | -1.5 points |
| Q2 2026 | 11% | +5.2 points |
| Q1 2026 | 15% | +8.1 points |
| Q4 2025 | 15% | +3.9 points |
| Q3 2025 | 18% | +12 points |
| Q2 2025 | 5.9% | -3.2 points |
| Q1 2025 | 7.2% | +1.6 points |
| Q4 2024 | 11% | -2.2 points |
AGYS's operating margin was 16% last quarter, down 1.5 points from the same quarter a year ago.
MSFT Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $92.3B | +19% |
| Q2 2026 | $90B | +18% |
| Q1 2026 | $82.9B | +18% |
| Q4 2025 | $81.3B | +17% |
| Q3 2025 | $77.7B | +18% |
| Q2 2025 | $76.4B | +18% |
| Q1 2025 | $70.1B | +13% |
| Q4 2024 | $69.6B | +12% |
MSFT has the edge over AGYS on sales, with stronger typical year-over-year growth.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 50% | +0.9 points |
| Q2 2026 | 45% | +0.2 points |
| Q1 2026 | 46% | +0.7 points |
| Q4 2025 | 47% | +1.6 points |
| Q3 2025 | 49% | +2.3 points |
| Q2 2025 | 45% | +1.8 points |
| Q1 2025 | 46% | +1.1 points |
| Q4 2024 | 45% | +1.9 points |
MSFT has the edge over AGYS on profitability, with a higher operating margin.
AGYS Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $14.8M | -1.2% |
| Q2 2026 | $7.3M | +$12.3M |
| Q1 2026 | $35.4M | +34% |
| Q4 2025 | $22.7M | +15% |
| Q3 2025 | $15M | +153% |
| Q2 2025 | -$5M | -2274% |
| Q1 2025 | $26.5M | -9.8% |
| Q4 2024 | $19.7M | +75% |
AGYS has the edge over MSFT on cash flow, with more consistent year-over-year improvement.
MSFT Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $18.6B | -27% |
| Q2 2026 | $19.6B | -23% |
| Q1 2026 | $15.8B | -22% |
| Q4 2025 | $5.9B | -9.3% |
| Q3 2025 | $25.7B | +33% |
| Q2 2025 | $25.6B | +9.6% |
| Q1 2025 | $20.3B | -3.2% |
| Q4 2024 | $6.5B | -29% |
MSFT's free cash flow has been positive every quarter for seven years: $60B over the past year, down 23% from the year before.
AGYS Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.6% | +157K shares |
| 1 year | +0.6% | +180K shares |
| 3 years | +9.4% | +2.5M shares |
| 5 years | +12% | +3.2M shares |
| Available history | +23% | +5.3M shares |
AGYS has 29M diluted shares, up 0.6% from a year ago.
MSFT Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.1% | -7M shares |
| 1 year | -0.3% | -20M shares |
| 3 years | -0.2% | -16M shares |
| 5 years | -1.6% | -121M shares |
| Available history | -3.2% | -245M shares |
MSFT has the edge over AGYS on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $4.4B |
| Q2 2026 | $4.6B |
| Q1 2026 | $4.6B |
| Q4 2025 | $7.4B |
| Q3 2025 | $5.7B |
| Q2 2025 | $4.5B |
| Q1 2025 | $4.8B |
| Q4 2024 | $5B |
MSFT spent $21B buying back its own shares over the past year, up 5.2% from the year before.
AGYS Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -2.4x | Net Cash |
| Q2 2026 | -2.2x | Net Cash |
| Q1 2026 | -2.2x | Net Cash |
| Q4 2025 | -1.8x | Net Cash |
| Q3 2025 | -1.5x | Net Cash |
| Q2 2025 | -1.4x | Net Cash |
| Q1 2025 | -1.6x | Net Cash |
| Q4 2024 | -0.8x | Net Cash |
AGYS has the edge over MSFT on leverage, with a lower net debt burden relative to earnings.
MSFT Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 0.1x | Very low |
| Q2 2026 | 0.1x | Very low |
MSFT's net debt is less than a year of its operating earnings (EBITDA).
AGYS Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 63.4 | Neutral |
| Stochastic | 79.9 | Neutral |
AGYS's weekly RSI is 63 (neutral) and its Stochastic is 80 (neutral).
MSFT Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 62.1 | Neutral |
| Stochastic | 68.0 | Neutral |
MSFT's weekly RSI is 62 (neutral) and its Stochastic is 68 (neutral).
AGYS PE vs Technology Sector
| Metric | AGYS | Sector median | Relative |
|---|---|---|---|
| PE | 77x | 28x | 178% above |
| PE % | 37 | 35 | 2 pts above |
AGYS is trading at 77x earnings, a 178% premium to the Technology sector's median of 28x.
MSFT PE vs Technology Sector
| Metric | MSFT | Sector median | Relative |
|---|---|---|---|
| PE | 27x | 28x | 2% below |
| PE % | 16 | 35 | 19 pts below |
MSFT has the edge over AGYS on valuation relative to its sector.
AGYS Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $111.6 | 8.9% above |
| 20 week MA | $109.7 | 11% above |
| 50 week MA | $96.9 | 25% above |
| 100 week MA | $99.9 | 22% above |
| 200 week MA | $93.9 | 29% above |
AGYS has the edge over MSFT on trend strength, trading above more of its moving averages.
MSFT Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $524.7 | 0.3% below |
| 20 week MA | $484.8 | 7.9% above |
| 50 week MA | $446.9 | 17% above |
| 100 week MA | $453.8 | 15% above |
| 200 week MA | $411.5 | 27% above |
MSFT's trend is up, with a small recent dip: it's below only its 8-week average, and 27% above its 200-week average.
AGYS Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $25.5 | $41.0 | +61% |
| 2021 | $41.0 | $44.4 | +8.3% |
| 2022 | $44.4 | $80.1 | +80% |
| 2023 | $80.1 | $84.8 | +5.9% |
| 2024 | $84.8 | $135.6 | +60% |
| 2025 | $135.6 | $121.5 | -10% |
| 2026 YTD | $121.5 | $121.6 | +0.1% |
AGYS has finished higher in five of the last six years, three of them by more than 50%. It's roughly flat so far in 2026.
MSFT Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $159.0 | $222.8 | +40% |
| 2021 | $222.8 | $334.7 | +50% |
| 2022 | $334.7 | $238.7 | -29% |
| 2023 | $238.7 | $376.0 | +58% |
| 2024 | $376.0 | $430.5 | +14% |
| 2025 | $430.5 | $487.7 | +13% |
| 2026 YTD | $487.7 | $523.0 | +7.2% |
MSFT has the edge over AGYS on returns for 2026, with the stronger performance.