LSPD vs BKNG vs AGYS Stock Comparison

Lightspeed Commerce, Booking Holdings and Agilysys Prices as of Oct 29, 2026 Peers: Industry group
LSPD Lightspeed Commerce Inc.
$10.95 +12.2% 1M -10.4% 1Y
Market cap
$1.51B
P/E
–
Revenue (TTM)
$1.24B
Div. yield
–
Restaurant and Retail Software Technology
2 wins
BKNG Booking Holdings Inc.
$150.43 -7.3% 1M -25.9% 1Y
Market cap
$113.03B
P/E
16.0x
Revenue (TTM)
$28.24B
Div. yield
0.82%
Digital Marketplaces Technology
5 wins
AGYS Agilysys Inc
$115.86 +20.3% 1M -13.2% 1Y
Market cap
$3.27B
P/E
73.5x
Revenue (TTM)
$344.37M
Div. yield
–
Restaurant and Retail Software Technology
2 wins

Head to Head

9 decided of 12

Booking Holdings leads on 5 of the 12 questions below (Booking Holdings 5, Agilysys 2, Lightspeed Commerce 2). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionLSPDBKNGAGYSLeader
Larger companyMarket capitalisation $1.51B $113.03B $3.27B BKNG
Cheaper on earningsLower P/E, profitable companies only -15.7x 16.0x 73.5x BKNG
Cheaper on forward earningsLower price / next fiscal year consensus EPS 18.2x 13.8x 49.5x BKNG
Faster revenue growthRevenue growth, trailing twelve months +11.6% +12.9% +14.9% AGYS
More profitableNet margin, trailing twelve months -7.8% 25.5% 12.9% BKNG
Better return on capitalReturn on invested capital — 75.5% — –
Less leveragedLower net debt / EBITDA — 0.3x — –
Higher dividend yieldTrailing dividend yield — 0.82% 0.00% –
Better 1-year returnPrice return, last 12 months -10.4% -25.9% -13.2% LSPD
Better 5-year returnAnnualised price return, 5 years -35.5%/yr +9.2%/yr +19.4%/yr AGYS
Less volatileAnnualised volatility, 1 year 44.4% 38.0% 51.7% BKNG
Higher overall scoreMean of the five percentile scores vs peers 73/100 61/100 70/100 LSPD

Percentile Scorecard

LSPDBKNGAGYS

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

AxisLSPDBKNGAGYS
Valuation 61 #35 of 89 66 #58 of 166 33 #60 of 89
Growth 94 #6 of 81 38 #95 of 153 90 #9 of 81
Profitability 40 #46 of 76 100 #1 of 153 79 #17 of 76
Financial Health 83 #17 of 93 41 #106 of 179 78 #21 of 93
Shareholder Returns 88 #7 of 50 58 #39 of 91 –
Overall 73 61 70
  • LSPD ranked among 98 companies in Vertical Software
  • BKNG ranked among 185 companies in Internet Platforms
  • AGYS ranked among 98 companies in Vertical Software

Price Performance

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

Returns

PeriodLSPDBKNGAGYSSPY
1 month +12.2%-7.3%+20.3% +0.7%
3 months +13.6%-22.2%+7.6% +3.7%
6 months +18.4%-10.6%+80.9% +7.1%
Year to date -9.4%-29.8%-2.5% +12.8%
1 year -10.4%-25.9%-13.2% +11.9%
3 years -13.4%+34.9%+40.2% +85.2%
3 years, per year -4.7%+10.5%+11.9% +22.8%
5 years -88.8%+55.4%+142.8% +67.6%
5 years, per year -35.5%+9.2%+19.4% +10.9%
10 years —+155.0%+1,106.9% +262.0%
10 years, per year —+9.8%+28.3% +13.7%

Risk

MeasureLSPDBKNGAGYSSPY
Volatility, 1Y 44.4%38.0%51.7% 12.7%
Downside volatility, 1Y 46.5%38.1%56.6% 12.6%
Beta vs S&P 500, 1Y 1.060.830.43 1.00
Return / volatility, 1Y -0.23-0.68-0.25 0.94
Max drawdown, 5Y -92.2%-39.5%-56.1% -25.4%
From 52-week high -18.5%-31.5%-13.2% -1.2%
52-week high $13.44$219.68$133.43 $779.14
52-week low $8.37$147.94$62.19 $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.

MultipleLSPDBKNGAGYS
P/E now vs peer median -15.7xmedian 39.2x 16.0xmedian 16.7x 73.5xmedian 39.2x
P/S now vs peer median 1.2xmedian 2.4x 4.0xmedian 1.4x 9.5xmedian 2.4x
EV/EBITDA now vs peer median 192.9xmedian 17.3x 11.8xmedian 12.7x 55.5xmedian 17.3x
P/FCF now vs peer median 30.4xmedian 20.3x 11.8xmedian 10.5x 40.7xmedian 20.3x
P/B now vs peer median 1.1xmedian 1.8x -10.5xmedian 1.7x 9.1xmedian 1.8x
PEG now vs peer median -0.30median 1.52 -0.28median 0.39 1.50median 1.52

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 monthsLSPDBKNGAGYS
Revenue $1.24B $28.24B $344.37M
Gross profit $536.41M – $219.63M
Operating income -$115.79M $9.28B $49.33M
Net income -$97.27M $7.21B $44.36M
Free cash flow $49.64M $9.54B $80.26M
R&D $125.76M – $77.56M
EPS (diluted) $-0.70 $9.36 $1.55
Cash & equivalents $372.14M $17.21B $137.56M
Total debt – $20.18B –
Shares (diluted) 139.17M 770.00M 28.58M
Enterprise value -$258.96M $46.08B $2.81B

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
MetricLSPDBKNGAGYS
P/E -15.7x 16.0x 73.5x
P/FCF 30.4x 11.8x 40.7x
P/Operating cash flow 34.9x 11.5x 39.8x
P/S 1.2x 4.0x 9.5x
P/B 1.1x -10.5x 9.1x
P/Tangible book 1.2x -9.7x 11.1x
EV/EBITDA 192.9x 11.8x 55.5x
EV/EBIT -9.8x 12.5x 63.5x
EV/Revenue 0.9x 4.1x 9.1x
EV/FCF 22.9x 12.2x 39.0x
EV/Operating cash flow 26.3x 11.8x 38.1x
PEG (3Y EPS CAGR) -0.30 -0.28 1.50

Growth

14 metrics
MetricLSPDBKNGAGYS
Revenue growth (1Y) 11.6% 12.9% 14.9%
Revenue CAGR (3Y) 17.6% 13.4% 16.6%
Gross profit growth (1Y) 13.9% – 18.6%
Gross profit CAGR (3Y) 16.1% – 18.8%
Operating income growth (1Y) 83.3% 12.9% 57.2%
Operating income CAGR (3Y) 52.1% 15.3% 62.8%
Net income growth (1Y) 85.7% 49.8% 82.1%
Net income CAGR (3Y) 54.3% 17.4% 46.7%
EPS growth (1Y) 84.2% -93.7% 81.0%
EPS CAGR (3Y) 53.1% -57.3% 49.1%
Operating cash flow growth (1Y) 804.1% 2.9% 40.9%
Operating cash flow CAGR (3Y) 34.2% 13.2% 30.7%
Free cash flow growth (1Y) 3,659% 3.2% 42.8%
Free cash flow CAGR (3Y) 34.5% 13.9% 48.8%

Profitability

14 metrics
MetricLSPDBKNGAGYS
Gross margin 43.1% – 63.8%
EBITDA margin 0.5% 34.9% 16.4%
Operating margin -9.3% 32.9% 14.3%
Pretax margin -7.7% 32.9% 16.1%
Net margin -7.8% 25.5% 12.9%
FCF margin 4.0% 33.8% 23.3%
Operating cash flow margin 3.5% 34.9% 23.9%
Return on equity -6.8% – 12.7%
Return on assets -6.0% 25.1% 9.2%
Return on invested capital – 75.5% –
Return on capital employed -8.0% 121.7% 13.1%
Asset turnover 0.8x 1.0x 0.7x
Cash conversion (OCF / net income) -0.4x 1.4x 1.9x
Stock comp / revenue 4.5% 2.1% 7.0%

Financial Health

11 metrics
MetricLSPDBKNGAGYS
Debt / assets – 68.0% –
Debt / equity – -1.9x –
Net debt / EBITDA – 0.3x –
Debt / FCF – 2.1x –
Liabilities / assets 12.5% 136.3% 27.8%
Equity / assets 87.5% -36.3% 72.2%
Interest coverage – 8.4x 135.9x
Current ratio 3.5x 1.1x 1.9x
Quick ratio 2.4x 1.0x 1.7x
Cash ratio 2.0x 0.8x 1.3x
Altman Z-score 3.24 5.77 16.13

Shareholder Returns

7 metrics
MetricLSPDBKNGAGYS
Dividend yield – 0.8% –
Net buyback yield 7.0% 9.3% –
Shareholder yield 7.0% 10.1% 0.0%
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.

ConsensusLSPDBKNGAGYS
Forward P/E 18.2xFY2026 13.8xFY2026 49.5xFY2026
EPS, next fiscal year $0.60FY2026 $10.90FY2026 $2.34FY2026
EPS growth, next FY +36.4%FY2026 +19.5%FY2026 +30.7%FY2026
EPS growth, the year after +46.7% +16.7% +32.1%
Revenue, next fiscal year $1.22BFY2026 $27.56BFY2026 $387.61MFY2026
Revenue growth, next FY -0.6%FY2026 +2.4%FY2026 +21.4%FY2026
Revenue growth, the year after +23.4% +11.4% +4.5%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersLSPDBKNGAGYS
Held by institutions 54.9% 92.9% 100.0%
Institutions holding 108 1,917 289
Change in shares held, QoQ -4.3% -9.6% +5.5%
Institutions buying 54 892 179
Institutions selling 37 829 71
Buyers to sellers 1.46 1.08 2.52

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.

LSPDBKNGAGYS
LSPD 1.00 0.41 0.46
BKNG 0.41 1.00 0.34
AGYS 0.46 0.34 1.00

Add a Peer

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Frequently Asked Questions

Which is bigger, LSPD, BKNG and AGYS?

Booking Holdings (BKNG) is the largest by market capitalisation: Lightspeed Commerce (LSPD) $1.51B, Booking Holdings (BKNG) $113.03B, Agilysys (AGYS) $3.27B.

Which stock is cheaper, LSPD, BKNG and AGYS?

Booking Holdings (BKNG) trades on the lowest price-to-earnings ratio (Lightspeed Commerce (LSPD) -15.7x, Booking Holdings (BKNG) 16.0x, Agilysys (AGYS) 73.5x). On next year's consensus earnings, Booking Holdings (BKNG) is cheapest (Lightspeed Commerce (LSPD) 18.2x, Booking Holdings (BKNG) 13.8x, Agilysys (AGYS) 49.5x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Agilysys (AGYS) grew revenue fastest over the trailing twelve months: Lightspeed Commerce (LSPD) +11.6%, Booking Holdings (BKNG) +12.9%, Agilysys (AGYS) +14.9%.

Which company is more profitable?

Booking Holdings (BKNG) has the highest net margin (Lightspeed Commerce (LSPD) -7.8%, Booking Holdings (BKNG) 25.5%, Agilysys (AGYS) 12.9%).

Which stock has performed better?

Over the past year Lightspeed Commerce (LSPD) returned the most: Lightspeed Commerce (LSPD) -10.4%, Booking Holdings (BKNG) -25.9%, Agilysys (AGYS) -13.2%. Over five years, Agilysys (AGYS) compounded fastest (Lightspeed Commerce (LSPD) -35.5%/yr, Booking Holdings (BKNG) +9.2%/yr, Agilysys (AGYS) +19.4%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Only one of these companies pays a dividend: Booking Holdings (BKNG) 0.82%, Agilysys (AGYS) 0.00%. Lightspeed Commerce (LSPD) and Agilysys (AGYS) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, Booking Holdings (BKNG) has been the steadiest (Lightspeed Commerce (LSPD) 44.4%, Booking Holdings (BKNG) 38.0%, Agilysys (AGYS) 51.7%). Volatility measures how widely the price swings, not the risk of the business.

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

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Booking Holdings (BKNG) leads on 5. 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.