AGYS vs TACT vs SHOP Stock Comparison

Agilysys, Transact Technologies and Shopify Prices as of Oct 28, 2026 Peers: Industry group
AGYS Agilysys Inc
$115.13 +18.6% 1M -18.4% 1Y
Market cap
$3.25B
P/E
73.0x
Revenue (TTM)
$344.37M
Div. yield
–
Restaurant and Retail Software Technology
4 wins
TACT Transact Technologies Inc
$5.50 +16.8% 1M +17.0% 1Y
Market cap
$56.78M
P/E
–
Revenue (TTM)
$52.99M
Div. yield
–
Restaurant and Retail Software Technology
2 wins
SHOP Shopify Inc.
$168.22 +16.8% 1M -6.0% 1Y
Market cap
$217.88B
P/E
113.0x
Revenue (TTM)
$13.27B
Div. yield
–
E-commerce Software Technology
3 wins

Head to Head

9 decided of 12

Agilysys leads on 4 of the 12 questions below (Agilysys 4, Shopify 3, Transact Technologies 2). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionAGYSTACTSHOPLeader
Larger companyMarket capitalisation $3.25B $56.78M $217.88B SHOP
Cheaper on earningsLower P/E, profitable companies only 73.0x -141.5x 113.0x AGYS
Cheaper on forward earningsLower price / next fiscal year consensus EPS 49.2x — 89.5x AGYS
Faster revenue growthRevenue growth, trailing twelve months +14.9% +10.5% +32.5% SHOP
More profitableNet margin, trailing twelve months 12.9% -0.8% 14.5% SHOP
Better return on capitalReturn on invested capital — -1.2% — –
Less leveragedLower net debt / EBITDA — -82.3x — –
Higher dividend yieldTrailing dividend yield 0.00% 0.00% — –
Better 1-year returnPrice return, last 12 months -18.4% +17.0% -6.0% TACT
Better 5-year returnAnnualised price return, 5 years +19.3%/yr -17.2%/yr +2.8%/yr AGYS
Less volatileAnnualised volatility, 1 year 52.0% 51.2% 59.0% TACT
Higher overall scoreMean of the five percentile scores vs peers 70/100 61/100 58/100 AGYS

Percentile Scorecard

AGYSTACTSHOP

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

AxisAGYSTACTSHOP
Valuation 31 #62 of 89 83 #16 of 89 19 #135 of 166
Growth 90 #9 of 81 31 #56 of 81 63 #57 of 152
Profitability 80 #16 of 76 49 #39 of 76 78 #35 of 152
Financial Health 79 #21 of 94 80 #20 of 94 92 #15 of 179
Shareholder Returns – – 38 #59 of 94
Overall 70 61 58
  • AGYS ranked among 98 companies in Vertical Software
  • TACT ranked among 98 companies in Vertical Software
  • SHOP ranked among 185 companies in Internet Platforms

Price Performance

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

Returns

PeriodAGYSTACTSHOPSPY
1 month +18.6%+16.8%+16.8% +0.9%
3 months +1.3%+12.0%+30.2% +5.9%
6 months +75.2%+65.7%+38.7% +8.5%
Year to date -3.1%+37.5%+4.5% +13.3%
1 year -18.4%+17.0%-6.0% +12.4%
3 years +43.1%-8.5%+262.5% +88.1%
3 years, per year +12.7%-2.9%+53.7% +23.5%
5 years +141.3%-61.0%+14.7% +68.2%
5 years, per year +19.3%-17.2%+2.8% +11.0%
10 years +1,099.3%-22.5%+4,023.0% +263.4%
10 years, per year +28.2%-2.5%+45.1% +13.8%

Risk

MeasureAGYSTACTSHOPSPY
Volatility, 1Y 52.0%51.2%59.0% 12.7%
Downside volatility, 1Y 56.9%48.3%60.1% 12.7%
Beta vs S&P 500, 1Y 0.430.621.86 1.00
Return / volatility, 1Y -0.350.33-0.10 0.98
Max drawdown, 5Y -56.1%-77.3%-84.8% -25.4%
From 52-week high -18.4%-5.8%-6.1% -0.9%
52-week high $141.12$5.84$179.22 $779.14
52-week low $62.19$3.21$95.40 $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.

MultipleAGYSTACTSHOP
P/E now vs peer median 73.0xmedian 40.6x -141.5xmedian 40.6x 113.0xmedian 16.8x
P/S now vs peer median 9.4xmedian 2.4x 1.1xmedian 2.4x 16.4xmedian 1.4x
EV/EBITDA now vs peer median 55.1xmedian 18.3x 203.0xmedian 18.3x 113.7xmedian 13.9x
P/FCF now vs peer median 40.5xmedian 20.5x 10.9xmedian 20.5x 92.6xmedian 11.4x
P/B now vs peer median 9.1xmedian 1.8x 1.7xmedian 1.8x 17.2xmedian 1.8x
PEG now vs peer median 1.49median 1.74 5.11median 1.74 —median 0.36

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 monthsAGYSTACTSHOP
Revenue $344.37M $52.99M $13.27B
Gross profit $219.63M $26.26M $6.34B
Operating income $49.33M -$425.00K $1.84B
Net income $44.36M -$400.00K $1.93B
Free cash flow $80.26M $5.23M $2.35B
R&D $77.56M $5.95M $1.65B
EPS (diluted) $1.55 $-0.04 $1.49
Cash & equivalents $137.56M $19.39M $1.66B
Total debt – $3.00M –
Shares (diluted) 28.58M 10.29M 1.30B
Enterprise value $2.79B -$21.92M $195.06B

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
MetricAGYSTACTSHOP
P/E 73.0x -141.5x 113.0x
P/FCF 40.5x 10.9x 92.6x
P/Operating cash flow 39.6x 10.4x 91.7x
P/S 9.4x 1.1x 16.4x
P/B 9.1x 1.7x 17.2x
P/Tangible book 11.0x 1.9x 17.2x
EV/EBITDA 55.1x 203.0x 113.7x
EV/EBIT 63.1x -95.1x 115.5x
EV/Revenue 9.0x 0.8x 16.0x
EV/FCF 38.8x 7.7x 90.5x
EV/Operating cash flow 37.9x 7.4x 89.6x
PEG (3Y EPS CAGR) 1.49 5.11 –

Growth

14 metrics
MetricAGYSTACTSHOP
Revenue growth (1Y) 14.9% 10.5% 32.5%
Revenue CAGR (3Y) 16.6% -12.1% –
Gross profit growth (1Y) 18.6% 15.4% 28.3%
Gross profit CAGR (3Y) 18.8% -12.7% –
Operating income growth (1Y) 57.2% 80.3% 48.5%
Operating income CAGR (3Y) 62.8% -27.5% –
Net income growth (1Y) 82.1% 95.4% -17.8%
Net income CAGR (3Y) 46.7% -27.8% –
EPS growth (1Y) 81.0% 95.5% -17.1%
EPS CAGR (3Y) 49.1% -27.7% –
Operating cash flow growth (1Y) 40.9% -11.4% 29.7%
Operating cash flow CAGR (3Y) 30.7% -3.5% –
Free cash flow growth (1Y) 42.8% -13.4% 29.4%
Free cash flow CAGR (3Y) 48.8% 2.8% –

Profitability

14 metrics
MetricAGYSTACTSHOP
Gross margin 63.8% 49.6% 47.8%
EBITDA margin 16.4% 0.4% 14.1%
Operating margin 14.3% -0.8% 13.9%
Pretax margin 16.1% -0.5% 17.6%
Net margin 12.9% -0.8% 14.5%
FCF margin 23.3% 9.9% 17.7%
Operating cash flow margin 23.9% 10.3% 17.9%
Return on equity 12.7% -1.2% 15.3%
Return on assets 9.2% -0.8% 13.5%
Return on invested capital – -1.2% –
Return on capital employed 13.1% -1.2% 14.4%
Asset turnover 0.7x 1.1x 0.9x
Cash conversion (OCF / net income) 1.9x -13.6x 1.2x
Stock comp / revenue 7.0% 3.8% 3.6%

Financial Health

11 metrics
MetricAGYSTACTSHOP
Debt / assets – 5.9% –
Debt / equity – 0.1x –
Net debt / EBITDA – -82.3x –
Debt / FCF – 0.6x –
Liabilities / assets 27.8% 36.0% 12.3%
Equity / assets 72.2% 64.0% 87.7%
Interest coverage 135.9x -1.3x –
Current ratio 1.9x 2.7x 5.4x
Quick ratio 1.7x 1.9x 3.7x
Cash ratio 1.3x 1.3x 3.4x
Altman Z-score 16.04 3.57 75.43

Shareholder Returns

7 metrics
MetricAGYSTACTSHOP
Dividend yield – – –
Net buyback yield – – 0.8%
Shareholder yield 0.0% 0.0% 0.8%
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.

ConsensusAGYSTACTSHOP
Forward P/E 49.2xFY2026 – 89.5xFY2026
EPS, next fiscal year $2.34FY2026 $-0.04FY2026 $1.88FY2026
EPS growth, next FY +30.7%FY2026 – +32.4%FY2026
EPS growth, the year after +32.1% – +26.6%
Revenue, next fiscal year $387.61MFY2026 $59.30MFY2026 $15.78BFY2026
Revenue growth, next FY +21.4%FY2026 +15.2%FY2026 +37.8%FY2026
Revenue growth, the year after +4.5% -7.3% +14.8%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersAGYSTACTSHOP
Held by institutions 100.0% 38.0% 68.9%
Institutions holding 288 37 1,704
Change in shares held, QoQ +5.5% -14.2% +3.6%
Institutions buying 178 13 788
Institutions selling 71 8 651
Buyers to sellers 2.51 1.63 1.21

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.

AGYSTACTSHOP
AGYS 1.00 0.11 0.41
TACT 0.11 1.00 0.03
SHOP 0.41 0.03 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, AGYS, TACT and SHOP?

Shopify (SHOP) is the largest by market capitalisation: Agilysys (AGYS) $3.25B, Transact Technologies (TACT) $56.78M, Shopify (SHOP) $217.88B.

Which stock is cheaper, AGYS, TACT and SHOP?

Agilysys (AGYS) trades on the lowest price-to-earnings ratio (Agilysys (AGYS) 73.0x, Transact Technologies (TACT) -141.5x, Shopify (SHOP) 113.0x). On next year's consensus earnings, Agilysys (AGYS) is cheapest (Agilysys (AGYS) 49.2x, Shopify (SHOP) 89.5x). 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) +14.9%, Transact Technologies (TACT) +10.5%, Shopify (SHOP) +32.5%.

Which company is more profitable?

Shopify (SHOP) has the highest net margin (Agilysys (AGYS) 12.9%, Transact Technologies (TACT) -0.8%, Shopify (SHOP) 14.5%).

Which stock has performed better?

Over the past year Transact Technologies (TACT) returned the most: Agilysys (AGYS) -18.4%, Transact Technologies (TACT) +17.0%, Shopify (SHOP) -6.0%. Over five years, Agilysys (AGYS) compounded fastest (Agilysys (AGYS) +19.3%/yr, Transact Technologies (TACT) -17.2%/yr, Shopify (SHOP) +2.8%/yr). Returns are price only, before dividends.

Which stock is riskier?

By one-year price volatility, Transact Technologies (TACT) has been the steadiest (Agilysys (AGYS) 52.0%, Transact Technologies (TACT) 51.2%, Shopify (SHOP) 59.0%). Volatility measures how widely the price swings, not the risk of the business.

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

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Agilysys (AGYS) leads on 4. 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.