AGYS vs SHOP vs LSPD Stock Comparison

Agilysys, Shopify and Lightspeed Commerce Prices as of Oct 23, 2026 Peers: Industry group
AGYS Agilysys Inc
$120.69 +19.3% 1M +3.6% 1Y
Market cap
$3.46B
P/E
80.6x
Revenue (TTM)
$330.31M
Div. yield
–
Restaurant and Retail Software Technology
3 wins
SHOP Shopify Inc.
$168.68 +18.5% 1M +1.0% 1Y
Market cap
$217.88B
P/E
113.0x
Revenue (TTM)
$13.27B
Div. yield
–
E-commerce Software Technology
3 wins
LSPD Lightspeed Commerce Inc.
$11.12 +15.8% 1M -5.9% 1Y
Market cap
$1.54B
P/E
–
Revenue (TTM)
$1.24B
Div. yield
–
Restaurant and Retail Software Technology
3 wins

Head to Head

9 decided of 12

Shopify leads on 3 of the 12 questions below (Shopify 3, Agilysys 3, Lightspeed Commerce 3). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionAGYSSHOPLSPDLeader
Larger companyMarket capitalisation $3.46B $217.88B $1.54B SHOP
Cheaper on earningsLower P/E, profitable companies only 80.6x 113.0x -15.9x AGYS
Cheaper on forward earningsLower price / next fiscal year consensus EPS 51.6x 90.7x 18.5x LSPD
Faster revenue growthRevenue growth, trailing twelve months +14.4% +32.5% +11.6% SHOP
More profitableNet margin, trailing twelve months 13.0% 14.5% -7.8% SHOP
Better return on capitalReturn on invested capital — — — –
Less leveragedLower net debt / EBITDA — — — –
Higher dividend yieldTrailing dividend yield 0.00% 0.00% 0.00% –
Better 1-year returnPrice return, last 12 months +3.6% +1.0% -5.9% AGYS
Better 5-year returnAnnualised price return, 5 years +18.5%/yr +3.4%/yr -35.0%/yr AGYS
Less volatileAnnualised volatility, 1 year 55.5% 59.1% 44.7% LSPD
Higher overall scoreMean of the five percentile scores vs peers 70/100 57/100 72/100 LSPD

Percentile Scorecard

AGYSSHOPLSPD

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisAGYSSHOPLSPD
Valuation 32 #62 of 90 19 #136 of 167 61 #36 of 90
Growth 96 #4 of 82 64 #56 of 153 93 #7 of 82
Profitability 78 #18 of 77 76 #38 of 153 40 #47 of 77
Financial Health 73 #27 of 96 92 #15 of 179 83 #17 of 96
Shareholder Returns – 37 #60 of 94 83 #10 of 54
Overall 70 57 72
  • AGYS ranked among 99 companies in Vertical Software
  • SHOP ranked among 185 companies in Internet Platforms
  • LSPD ranked among 99 companies in Vertical Software

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodAGYSSHOPLSPDSPY
1 month +19.3%+18.5%+15.8% -1.0%
3 months +22.5%+48.3%+12.2% +2.9%
6 months +80.8%+34.1%+18.3% +6.4%
Year to date +1.6%+4.8%-7.9% +11.4%
1 year +3.6%+1.0%-5.9% +13.1%
3 years +50.7%+222.2%-20.8% +79.4%
3 years, per year +14.7%+47.7%-7.5% +21.5%
5 years +133.4%+18.3%-88.4% +67.7%
5 years, per year +18.5%+3.4%-35.0% +10.9%
10 years +1,114.2%+3,777.7%— +255.2%
10 years, per year +28.4%+44.2%— +13.5%

Risk

MeasureAGYSSHOPLSPDSPY
Volatility, 1Y 55.5%59.1%44.7% 12.7%
Downside volatility, 1Y 56.4%60.6%46.6% 12.7%
Beta vs S&P 500, 1Y 0.461.881.10 1.00
Return / volatility, 1Y 0.060.02-0.13 1.03
Max drawdown, 5Y -56.1%-84.8%-92.2% -25.4%
From 52-week high -14.5%-5.9%-17.3% -2.5%
52-week high $141.12$179.22$13.44 $779.14
52-week low $62.19$95.40$8.37 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleAGYSSHOPLSPD
P/E now vs peer median 79.1xmedian 42.7x 113.3xmedian 17.5x -15.9xmedian 42.7x
P/S now vs peer median 10.3xmedian 2.7x 16.5xmedian 1.4x 1.2xmedian 2.7x
EV/EBITDA now vs peer median 60.7xmedian 19.0x 114.0xmedian 14.9x 196.8xmedian 19.0x
P/FCF now vs peer median 42.3xmedian 19.6x 92.9xmedian 11.2x 30.9xmedian 19.6x
P/B now vs peer median 10.1xmedian 1.8x 17.2xmedian 1.7x 1.1xmedian 1.8x
PEG now vs peer median 1.52median 1.75 —median 0.42 -0.30median 1.75

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsAGYSSHOPLSPD
Revenue $330.31M $13.27B $1.24B
Gross profit $208.29M $6.34B $536.41M
Operating income $48.23M $1.84B -$115.79M
Net income $42.89M $1.93B -$97.27M
Free cash flow $80.44M $2.35B $49.64M
R&D $75.54M $1.65B $125.76M
EPS (diluted) $1.51 $1.49 $-0.70
Cash & equivalents $123.71M $1.66B $372.14M
Shares (diluted) 28.42M 1.30B 139.17M
Enterprise value $3.08B $195.06B -$224.91M

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricAGYSSHOPLSPD
P/E 79.1x 113.3x -15.9x
P/FCF 42.3x 92.9x 30.9x
P/Operating cash flow 41.4x 91.9x 35.5x
P/S 10.3x 16.5x 1.2x
P/B 10.1x 17.2x 1.1x
P/Tangible book 12.4x 17.3x 1.2x
EV/EBITDA 60.7x 114.0x 196.8x
EV/EBIT 68.0x 115.8x -10.0x
EV/Revenue 9.9x 16.1x 0.9x
EV/FCF 40.8x 90.8x 23.4x
EV/Operating cash flow 39.9x 89.8x 26.9x
PEG (3Y EPS CAGR) 1.52 – -0.30

Growth

14 metrics
MetricAGYSSHOPLSPD
Revenue growth (1Y) 14.4% 32.5% 11.6%
Revenue CAGR (3Y) 16.9% – 17.6%
Gross profit growth (1Y) 16.1% 28.3% 13.9%
Gross profit CAGR (3Y) 18.4% – 16.1%
Operating income growth (1Y) 125.7% 48.5% 83.3%
Operating income CAGR (3Y) 64.7% – 52.1%
Net income growth (1Y) 206.2% -17.8% 85.7%
Net income CAGR (3Y) 48.5% – 54.3%
EPS growth (1Y) 204.8% -17.1% 84.2%
EPS CAGR (3Y) 52.0% – 53.1%
Operating cash flow growth (1Y) 65.4% 29.7% 804.1%
Operating cash flow CAGR (3Y) 33.7% – 34.2%
Free cash flow growth (1Y) 70.7% 29.4% 3,659%
Free cash flow CAGR (3Y) 49.3% – 34.5%

Profitability

14 metrics
MetricAGYSSHOPLSPD
Gross margin 63.1% 47.8% 43.1%
EBITDA margin 16.4% 14.1% 0.5%
Operating margin 14.6% 13.9% -9.3%
Pretax margin 16.5% 17.6% -7.7%
Net margin 13.0% 14.5% -7.8%
FCF margin 24.4% 17.7% 4.0%
Operating cash flow margin 24.9% 17.9% 3.5%
Return on equity 12.9% 15.3% -6.8%
Return on assets 9.0% 13.5% -6.0%
Return on invested capital – – –
Return on capital employed 13.0% 14.4% -8.0%
Asset turnover 0.7x 0.9x 0.8x
Cash conversion (OCF / net income) 1.9x 1.2x -0.4x
Stock comp / revenue 6.9% 3.6% 4.5%

Financial Health

11 metrics
MetricAGYSSHOPLSPD
Debt / assets – – –
Debt / equity – – –
Net debt / EBITDA – – –
Debt / FCF – – –
Liabilities / assets 28.4% 12.3% 12.5%
Equity / assets 71.6% 87.7% 87.5%
Interest coverage 139.4x – –
Current ratio 1.7x 5.4x 3.5x
Quick ratio 1.6x 3.7x 2.4x
Cash ratio 1.2x 3.4x 2.0x
Altman Z-score 17.03 75.63 3.31

Shareholder Returns

7 metrics
MetricAGYSSHOPLSPD
Dividend yield – – –
Net buyback yield – 0.8% 6.9%
Shareholder yield 0.0% 0.8% 6.9%
Payout ratio (earnings) – – –
Payout ratio (FCF) – – –
Dividend growth (1Y) – – –
Dividend CAGR (3Y) – – –

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusAGYSSHOPLSPD
Forward P/E 51.6xFY2026 90.7xFY2026 18.5xFY2026
EPS, next fiscal year $2.34FY2026 $1.86FY2026 $0.60FY2026
EPS growth, next FY +30.7%FY2026 +31.0%FY2026 +36.4%FY2026
EPS growth, the year after +32.1% +26.3% +46.7%
Revenue, next fiscal year $387.61MFY2026 $15.58BFY2026 $1.22BFY2026
Revenue growth, next FY +21.4%FY2026 +36.1%FY2026 -0.6%FY2026
Revenue growth, the year after +4.5% +14.8% +23.4%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersAGYSSHOPLSPD
Held by institutions 100.0% 68.9% 54.9%
Institutions holding 288 1,704 108
Change in shares held, QoQ +5.5% +3.6% -4.3%
Institutions buying 178 788 54
Institutions selling 71 651 37
Buyers to sellers 2.51 1.21 1.46

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

AGYSSHOPLSPD
AGYS 1.00 0.39 0.43
SHOP 0.39 1.00 0.54
LSPD 0.43 0.54 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, AGYS, SHOP and LSPD?

Shopify (SHOP) is the largest by market capitalisation: Agilysys (AGYS) $3.46B, Shopify (SHOP) $217.88B, Lightspeed Commerce (LSPD) $1.54B.

Which stock is cheaper, AGYS, SHOP and LSPD?

Agilysys (AGYS) trades on the lowest price-to-earnings ratio (Agilysys (AGYS) 80.6x, Shopify (SHOP) 113.0x, Lightspeed Commerce (LSPD) -15.9x). On next year's consensus earnings, Lightspeed Commerce (LSPD) is cheapest (Agilysys (AGYS) 51.6x, Shopify (SHOP) 90.7x, Lightspeed Commerce (LSPD) 18.5x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Shopify (SHOP) grew revenue fastest over the trailing twelve months: Agilysys (AGYS) +14.4%, Shopify (SHOP) +32.5%, Lightspeed Commerce (LSPD) +11.6%.

Which company is more profitable?

Shopify (SHOP) has the highest net margin (Agilysys (AGYS) 13.0%, Shopify (SHOP) 14.5%, Lightspeed Commerce (LSPD) -7.8%).

Which stock has performed better?

Over the past year Agilysys (AGYS) returned the most: Agilysys (AGYS) +3.6%, Shopify (SHOP) +1.0%, Lightspeed Commerce (LSPD) -5.9%. Over five years, Agilysys (AGYS) compounded fastest (Agilysys (AGYS) +18.5%/yr, Shopify (SHOP) +3.4%/yr, Lightspeed Commerce (LSPD) -35.0%/yr). Returns are price only, before dividends.

Which stock is riskier?

By one-year price volatility, Lightspeed Commerce (LSPD) has been the steadiest (Agilysys (AGYS) 55.5%, Shopify (SHOP) 59.1%, Lightspeed Commerce (LSPD) 44.7%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, AGYS, SHOP and LSPD?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Shopify (SHOP) leads on 3. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.