Agilysys Inc. (AGYS) — RQD Stock Rating Cockpit

Per the Roarable RQD rating, AGYS carries an RQD Score of 72 and a letter grade of B, labeled "Roarable Buy — Good Risk/Reward." The five pillars are scored as follows:

• Fundamental Cash Engine: 16 / 20. Per the RQD rating, this pillar reflects ROIC of 14.7% and an FCF yield of 2.14%. For a prospective investor, the ROIC figure indicates the business earns a meaningful return on invested capital, while the 2.14% FCF yield indicates that the cash generated relative to the current market value is modest, which is a valuation tradeoff: the market is pricing in substantial future growth relative to present free cash flow.
• Whale 13F Flow: 16 / 20. The rating characterizes this pillar as reflecting institutional accumulation and options positioning. The underlying 13F holder detail is not itemized in the source data, so the strength of this signal cannot be traced to specific filers.
• Insider Conviction: 11 / 20. This is the weakest pillar relative to its peers. Per the RQD rating, it reflects SEC Form 4 and Congressional PTR cluster flow. The lower score suggests insider and congressional activity provides less confirmation than the institutional signal.
• Macro Regime Fit: 15 / 20. Per the RQD rating, beta is 1.0 and the pillar reflects sector sensitivity. A beta of 1.0 means the stock is expected to move in line with the broader market, offering neither a defensive cushion nor amplified cyclical exposure.
• Forensic Balance Sheet: 14 / 20. Per the RQD rating, this pillar reflects an Altman Z of 2.5, a Piotroski F of 9/9, and Debt/Equity of 0.5. The perfect Piotroski score is a strength; the Altman Z, while not in distress territory per the source framing, is the more moderate component.

Taken together, the investor implication is that the rating favors a business with strong balance-sheet quality and institutional support, offset by a stretched valuation (P/E TTM of 84.3) and limited insider conviction. Upside drivers are the institutional accumulation signal and improving fundamentals; the principal valuation tradeoff is that the multiple already reflects considerable expectations.

Revenue grew from $237.5M (FY 2023) to $319.3M (FY 2025), and operating income rose from $15.8M to $43.0M over the same span. Debt fell from $38.0M (FY 2024) to $0.0M (FY 2025) while cash rose to $81.5M. Per the RQD rating, ROIC is 14.7%, the Altman Z is 2.5, and the Piotroski F is 9/9; the FY 2023 net income of $86.2M exceeds operating income of $15.8M and is not explained in the source data. Debt/Equity is 0.5 per the RQD rating.

• CATALYST (GREEN): Yahoo Finance headline "Agilysys (AGYS) Stock Could Be A Bargain Based On Cash Flow," published 1h before the data timestamp.
• MARKET WIRE (YELLOW): GuruFocus headline reporting the stock down 3.1% with a GF Score of 84/100.
• MARKET WIRE (YELLOW): Yahoo Finance headline "Agilysys (AGYS) Stock Slips As Q2 Results Put Margins In Focus."
• RISK WATCH (RED): Seeking Alpha downgrade headline stating valuation exceeds performance.
• MARKET WIRE (YELLOW): MarketScreener earnings flash reporting Q2 adjusted EPS of $0.67 versus a FactSet estimate of $0.55.
• CATALYST (GREEN): FinancialContent headline reporting Q3 CY2026 sales beat expectations while the stock dropped.

The Q2 earnings beat on EPS and the sales beat are the principal positive catalysts, while the valuation downgrade and margin concerns form the principal risk watch. The Butterfly Supply-Chain Graph reports no supply-chain links or proprietary signals.

• What drives the FY 2023 net income of $86.2M when operating income was $15.8M, and is it recurring?
• What are the company's products, customers, and revenue mix behind the 13F accumulation and sector classification?
• Why are FY 2023 cash and debt figures unreported, and how does that affect the balance-sheet trend?
• What specific insider, Form 4, or Congressional trades make up the weaker 11/20 insider pillar?
• What is the reported EPS for each fiscal period, since the financials list EPS as N/A?