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AGS logo AGS
Upturn stock ratingUpturn stock rating
AGS logo

PlayAGS Inc (AGS)

Upturn stock ratingUpturn stock rating
$12.49
Last Close (24-hour delay)
Profit since last BUY2.63%
upturn advisory
Consider higher Upturn Star rating
BUY since 33 days
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
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Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
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Time period over
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Upturn Advisory Summary

06/30/2025: AGS (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

rating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Number of Analysts

rating

2 Analysts rated it

Limited analyst coverage, niche firm, research info may be scarce.

1 Year Target Price $12.5

1 Year Target Price $12.5

Analysts Price Target For last 52 week
$12.5Target price
Low$11.09
Current$12.49
high$12.51

Analysis of Past Performance

Type Stock
Historic Profit 12.88%
Avg. Invested days 40
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 4.0
Stock Returns Performance Upturn Returns Performance 2.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 06/30/2025

Key Highlights

Company Size Small-Cap Stock
Market Capitalization 518.40M USD
Price to earnings Ratio 10.77
1Y Target Price 12.5
Price to earnings Ratio 10.77
1Y Target Price 12.5
Volume (30-day avg) 2
Beta 1.48
52 Weeks Range 11.09 - 12.51
Updated Date 06/30/2025
52 Weeks Range 11.09 - 12.51
Updated Date 06/30/2025
Dividends yield (FY) -
Basic EPS (TTM) 1.16

Analyzing Revenue: Products, Geography and Growth

Revenue by Products

Product revenue - Year on Year

Revenue by Geography

Geography revenue - Year on Year

Earnings Date

Report Date -
When -
Estimate -
Actual -

Profitability

Profit Margin 12.83%
Operating Margin (TTM) 18.08%

Management Effectiveness

Return on Assets (TTM) 6.38%
Return on Equity (TTM) 53.08%

Valuation

Trailing PE 10.77
Forward PE 29.59
Enterprise Value 1023250540
Price to Sales(TTM) 1.32
Enterprise Value 1023250540
Price to Sales(TTM) 1.32
Enterprise Value to Revenue 2.6
Enterprise Value to EBITDA 6.87
Shares Outstanding 41505500
Shares Floating 34972113
Shares Outstanding 41505500
Shares Floating 34972113
Percent Insiders 3.64
Percent Institutions 85.85

Analyst Ratings

Rating 2
Target Price 12.5
Buy -
Strong Buy -
Buy -
Strong Buy -
Hold 2
Sell -
Strong Sell -
Strong Sell -

ai summary icon Upturn AI SWOT

PlayAGS Inc

stock logo

Company Overview

overview logo History and Background

PlayAGS, Inc. (AGS) was founded in 2005. It initially focused on the Class II Native American gaming market before expanding into broader commercial markets. AGS went public in 2018.

business area logo Core Business Areas

  • Electronic Gaming Machines (EGM): AGS designs, manufactures, and supplies a wide range of EGMs, including video slots, reel spinning games, and ETGs (Electronic Table Games).
  • Table Products: AGS provides a variety of table game products, including progressive systems, side bets, and other related equipment. They also develop and market table game content.
  • Interactive: AGS develops and licenses online casino games and provides social casino gaming experiences.

leadership logo Leadership and Structure

David Lopez serves as the President and Chief Executive Officer. The company has a typical corporate structure with departments for finance, operations, sales, marketing, and technology.

Top Products and Market Share

overview logo Key Offerings

  • Electronic Gaming Machines (EGMs): AGS' EGMs are its primary revenue driver. While specific market share data is variable and proprietary, AGS holds a significant position in the Class II and growing presence in Class III markets. Competitors include IGT, Light & Wonder, and Aristocrat Leisure.
  • Interactive: AGS' interactive division includes both online and social casino gaming. This part of the company is still small compared to other companies such as Light & Wonder or IGT
  • Table Products: AGS' table products, like Bonus Spin Xtreme, are also successful in Casinos. The company faces competition from Galaxy Gaming and TCSJohnHuxley.

Market Dynamics

industry overview logo Industry Overview

The gaming industry is characterized by technological innovation, evolving regulatory landscapes, and increasing competition. The shift towards online and mobile gaming is also transforming the industry.

Positioning

AGS is positioned as a provider of innovative gaming solutions catering to diverse markets. Its competitive advantages include its focus on the Class II market and its expanding portfolio of online games.

Total Addressable Market (TAM)

The global gaming market is estimated to be in the hundreds of billions of dollars. AGS, with its diverse product portfolio, is positioned to capture a portion of this TAM, particularly in the EGM and online gaming sectors.

Upturn SWOT Analysis

Strengths

  • Strong presence in the Class II gaming market
  • Diverse product portfolio
  • Growing presence in online gaming
  • Innovative table game products

Weaknesses

  • Smaller market share compared to larger competitors
  • Dependence on the gaming industry's cyclical nature
  • Limited geographic diversification

Opportunities

  • Expansion into new geographic markets
  • Growth in the online gaming sector
  • Development of new and innovative gaming technologies
  • Strategic acquisitions to expand product offerings

Threats

  • Intense competition from larger gaming companies
  • Changes in gaming regulations
  • Economic downturns impacting consumer spending
  • Technological disruptions

Competitors and Market Share

competitor logo Key Competitors

  • IGT
  • LNW
  • ALL

Competitive Landscape

AGS competes with larger, more established companies. Its advantages include its focus on specific market segments and its innovative product portfolio. However, it faces challenges related to scale and resources.

Growth Trajectory and Initiatives

Historical Growth: AGS has experienced growth through product innovation and market expansion. The shift to online gaming has also contributed to growth.

Future Projections: Future growth depends on successful product development, market penetration, and strategic initiatives. Analyst estimates typically consider industry trends and company performance.

Recent Initiatives: Recent initiatives include expanding online gaming offerings, developing new EGM products, and strengthening relationships with casino operators.

Summary

PlayAGS is a smaller player in the gaming industry but has strengths in Class II gaming and growing online presence. It needs to effectively compete with larger rivals like IGT and LNW and effectively address the competitive market. Future initiatives should focus on innovation and strategic partnerships. Overall the company is medium performing but at risk of competition in the market..

Peer Comparison

Sources and Disclaimers

Data Sources:

  • SEC Filings
  • Company Presentations
  • Industry Reports
  • Analyst Reports

Disclaimers:

The data provided is for informational purposes only and should not be considered investment advice. Market conditions and company performance are subject to change.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About PlayAGS Inc

Exchange NYSE
Headquaters Las Vegas, NV, United States
IPO Launch date 2018-01-26
CEO, President & Director Mr. David B. Lopez
Sector Consumer Cyclical
Industry Gambling
Full time employees 916
Full time employees 916

PlayAGS, Inc. designs and supplies gaming products and services for the gaming industry in the United States and internationally. It operates in three segments: Electronic Gaming Machines (EGM), Table Products, and Interactive Games (Interactive). The EGM segment offers a library of video and mechanical slot titles for the marketplace; EGM cabinets, including the Orion Starwall, Orion Curve Premium, Orion Rise, Big Red, Spectra UR43 Premium, Spectra SL49+ Premium, Spectra SL75+ with Premium and Core Content, Revel, Spectra UR49C, Spectra UR43, Orion Portrait, Orion Slant, Orion Curve, Orion Upright, ICON, and Spectra SL49+; and conversion kits that allow existing game titles to be converted to other game titles offered within that operating platform. This segment serves Class II Native American and Mexico gaming; and Class III Native American, commercial, and charitable jurisdictions. The Table Products segment provides table products, including live felt table games, side bets, progressives, card shufflers, signage, and other ancillary table game equipment; table technology related to blackjack, poker, baccarat, craps, and roulette; Dex S, a single deck card shuffler for poker tables; and the Pax S, a single-deck shuffler. This segment offers its products under the In Bet Gaming, Buster Blackjack, Double Draw Poker, and Criss Cross Poker. The Interactive segment provides a platform for business-to-business game aggregation used by real-money gaming; and business-to-consumer free-to-play social casino games through its mobile app, Lucky Play Casino. The company was formerly known as AP Gaming Holdco, Inc. and changed its name to PlayAGS, Inc. in December 2017. PlayAGS, Inc. was incorporated in 2005 and is headquartered in Las Vegas, Nevada.