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Consumer Cyclical - Gambling, Resorts & Casinos - NYSE - US
$ 12.49
0.0801 %
$ 518 M
Market Cap
10.77
P/E
1. INTRINSIC VALUE

This DCF valuation model was last updated on Jul, 6, 2025.

The intrinsic value of one AGS stock under the worst case scenario is HIDDEN Compared to the current market price of 12.5 USD, PlayAGS, Inc. is HIDDEN

This DCF valuation model was last updated on Jul, 6, 2025.

The intrinsic value of one AGS stock under the base case scenario is HIDDEN Compared to the current market price of 12.5 USD, PlayAGS, Inc. is HIDDEN

This DCF valuation model was last updated on Jul, 6, 2025.

The intrinsic value of one AGS stock under the best case scenario is HIDDEN Compared to the current market price of 12.5 USD, PlayAGS, Inc. is HIDDEN

2. FUNDAMENTAL ANALYSIS

Price Chart AGS

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$12.5$12.5$12.4$12.4$12.3$12.3$12.2$12.2$12.1$12.1$12.0$12.0$11.9$11.9$11.8$11.8$11.7$11.7$11.6$11.6$11.5$11.515 Jan15 JanFeb '25Feb '2515 Feb15 FebMar '25Mar '2515 Mar15 MarApr '25Apr '2515 Apr15 AprMay '25May '2515 May15 MayJun '25Jun '2515 Jun15 Jun
FINANCIALS
395 M REVENUE
10.75%
72.4 M OPERATING INCOME
26.16%
51.6 M NET INCOME
11966.59%
101 M OPERATING CASH FLOW
17.46%
-71.7 M INVESTING CASH FLOW
-21.88%
-33.6 M FINANCING CASH FLOW
-136.68%
94.8 M REVENUE
-7.92%
16.6 M OPERATING INCOME
-22.41%
3.21 M NET INCOME
-92.77%
26.6 M OPERATING CASH FLOW
24.61%
-19.8 M INVESTING CASH FLOW
-26.23%
-5.42 M FINANCING CASH FLOW
-47.04%
Balance Sheet PlayAGS, Inc.
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Current Assets 178 M
Cash & Short-Term Investments 38.3 M
Receivables 86 M
Other Current Assets 53.4 M
Non-Current Assets 532 M
Long-Term Investments 0
PP&E 88.4 M
Other Non-Current Assets 444 M
5.40 %12.11 %7.53 %12.46 %62.50 %Total Assets$709.6m
Current Liabilities 47.9 M
Accounts Payable 7.27 M
Short-Term Debt 9.47 M
Other Current Liabilities 31.1 M
Non-Current Liabilities 549 M
Long-Term Debt 543 M
Other Non-Current Liabilities 5.54 M
5.21 %91.05 %Total Liabilities$596.9m
EFFICIENCY
Earnings Waterfall PlayAGS, Inc.
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Revenue 395 M
Cost Of Revenue 118 M
Gross Profit 277 M
Operating Expenses 204 M
Operating Income 72.4 M
Other Expenses 20.8 M
Net Income 51.6 M
400m400m350m350m300m300m250m250m200m200m150m150m100m100m50m50m00395m(118m)277m(204m)72m(21m)52mRevenueRevenueCost Of RevenueCost Of RevenueGross ProfitGross ProfitOperating ExpensesOperating ExpensesOperating IncomeOperating IncomeOther ExpensesOther ExpensesNet IncomeNet Income
RATIOS
70.10% GROSS MARGIN
70.10%
18.34% OPERATING MARGIN
18.34%
13.08% NET MARGIN
13.08%
45.81% ROE
45.81%
7.28% ROA
7.28%
29.15% ROIC
29.15%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis PlayAGS, Inc.
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60m60m50m50m40m40m30m30m20m20m10m10m00(10m)(10m)(20m)(20m)(30m)(30m)20162016201720172018201820192019202020202021202120222022202320232024202420252025
Net Income 51.6 M
Depreciation & Amortization 78.7 M
Capital Expenditures -47.1 M
Stock-Based Compensation 8.46 M
Change in Working Capital -13.2 M
Others 10.4 M
Free Cash Flow 54.1 M
3. WALL STREET ANALYSTS ESTIMATES
Wall Street Analysts Price Targets PlayAGS, Inc.
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Wall Street analysts predict an average 1-year price target for AGS of $13.2 , with forecasts ranging from a low of $11 to a high of $16 .
AGS Lowest Price Target Wall Street Target
11 USD -11.93%
AGS Average Price Target Wall Street Target
13.2 USD 5.42%
AGS Highest Price Target Wall Street Target
16 USD 28.10%
Price
Max Price Target
Min Price Target
Average Price Target
16161616151515151414141413131313121212121111Aug '24Aug '24Oct '24Oct '24Nov '24Nov '2420252025Feb '25Feb '25Apr '25Apr '25Jun '25Jun '25Jul '25Jul '25Aug '25Aug '25Oct '25Oct '25Nov '25Nov '2520262026Feb '26Feb '26Apr '26Apr '26Jun '26Jun '26
4. DIVIDEND ANALYSIS
5. COMPETITION
slide 2 of 8
6. Ownership
Insider Ownership PlayAGS, Inc.
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Sold
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
0 USD 0
Bought
0 USD 0
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
7. News
Brightstar Capital Partners Completes Acquisition of PlayAGS for Approximately $1.1 Billion Dollars LAS VEGAS and NEW YORK, June 30, 2025 (GLOBE NEWSWIRE) -- Brightstar Capital Partners (“Brightstar”), a private equity firm focused on investing in business services, industrials, consumer, and government services and technology companies, today announced the closing of its acquisition of PlayAGS, Inc. (NYSE: AGS) (“AGS” or the “Company”), a global full-service gaming supplier of high-performing slot, table, and interactive products. The transaction was first announced on May 9, 2024. globenewswire.com - 6 days ago
AGS Celebrates Nine Straight Years as a Best and Brightest Company to Work For in the Nation and Atlanta LAS VEGAS, May 28, 2025 (GLOBE NEWSWIRE) -- AGS (NYSE: AGS), a global gaming supplier known for its high-performing slot, table, and interactive products, announced today it has been named one of the Best and Brightest Companies to Work For® in the Nation and in Atlanta for the ninth consecutive year. globenewswire.com - 1 month ago
PlayAGS (AGS) to Report Q1 Results: Wall Street Expects Earnings Growth PlayAGS (AGS) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations. zacks.com - 2 months ago
AGS Grows Slot Strategy Team with the Addition of Dan Marcus as Vice President of Product Management LAS VEGAS, April 28, 2025 (GLOBE NEWSWIRE) -- AGS (NYSE: AGS), a leading supplier of high-performing slot, table, and interactive products and services to the global gaming industry, today announced the appointment of Daniel “Dan” Marcus as Vice President of Product Management. Marcus will report to Mark DeDeaux, Senior Vice President and General Manager of Slots, and work together with Jackson Floyd, Vice President of Slots, to tackle strategic objectives across the slot products business. globenewswire.com - 2 months ago
AGS Appoints Arthur Rotziokos and Richard Orozco to Lead International Growth Efforts LAS VEGAS, April 21, 2025 (GLOBE NEWSWIRE) -- AGS (NYSE: AGS), a leading supplier of high-performing slot, table, and interactive products and services to the global gaming industry, today announced two key appointments that will significantly strengthen its international operations. Arthur Rotziokos has been appointed as the Senior Director of Product Management – Asia-Pacific (APAC), and Richard Orozco has assumed the role of Senior Director of Product Management - International. globenewswire.com - 2 months ago
Is PlayAGS (AGS) Stock Outpacing Its Consumer Discretionary Peers This Year? Here is how PlayAGS (AGS) and Adtalem Global Education (ATGE) have performed compared to their sector so far this year. zacks.com - 2 months ago
Should Value Investors Buy PlayAGS (AGS) Stock? Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks. zacks.com - 2 months ago
AGS Welcomes David Jacques as Vice President of Table Games Engineering LAS VEGAS, April 02, 2025 (GLOBE NEWSWIRE) -- AGS (NYSE: AGS), a leading supplier of high-performing slot, table, and interactive products and services to the global gaming industry, today announced the appointment of David Jacques as the company's new Vice President of Table Games Engineering. Jacques, an accomplished leader with extensive experience in the gaming technology sector, will report to John Hemberger, Senior Vice President & General Manager of Table Products. globenewswire.com - 3 months ago
AGS Ignites IGA 2025 with Next-Level Slot & Table Game Innovations LAS VEGAS, March 27, 2025 (GLOBE NEWSWIRE) -- AGS (NYSE: AGS), a global leader in gaming solutions, is set to showcase a dynamic array of new products at the 2025 Indian Gaming Association (IGA) trade show, April 2-3, in San Diego. From premium slot cabinets and innovative new games to industry-leading table progressives and real-money online gaming solutions, AGS is redefining the gaming experience. With deep roots in tribal gaming, AGS remains committed to advancing technology, enhancing casino floors, and delivering unforgettable player experiences. globenewswire.com - 3 months ago
Is PlayAGS (AGS) Outperforming Other Consumer Discretionary Stocks This Year? Here is how PlayAGS (AGS) and Naspers Ltd. (NPSNY) have performed compared to their sector so far this year. zacks.com - 3 months ago
Are Investors Undervaluing PlayAGS (AGS) Right Now? Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks. zacks.com - 3 months ago
AGS Wins 2025 USA TODAY Top Workplaces USA Award LAS VEGAS, March 25, 2025 (GLOBE NEWSWIRE) -- AGS (NYSE: AGS), a leading supplier of high-performing slot, table, and interactive products and services to the global gaming industry, is excited to announce that it has been named a 2025 USA TODAY Top Workplaces USA Award winner. Recognized for its commitment to fostering an exceptional, people-first culture, AGS ranked in the Top 28% of companies in the 500-999 employee category, placing the company in the Top 100 of companies in this size category across America. globenewswire.com - 3 months ago
8. Profile Summary

PlayAGS, Inc. AGS

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COUNTRY US
INDUSTRY Gambling, Resorts & Casinos
MARKET CAP $ 518 M
Dividend Yield 0.00%
Description PlayAGS, Inc. designs and supplies gaming products and services for the gaming industry in the United States and internationally. It operates through three segments: Electronic Gaming Machines (EGM), Table Products, and Interactive Games (Interactive). The EGM segment offers various video slot titles for the marketplace; and EGM cabinets, including the Orion Starwall, Orion Curve Premium, Big Red, Orion Portrait, Orion Slant, Orion Curve, Orion Upright, and ICON. This segment also provides conversion kits that allow existing game titles to be converted to other game titles offered within that operating platform. It serves Class II Native American and Mexico, as well as Class III Native American, commercial, and charitable jurisdictions. The Table Products segment offers table products, including live felt table games, side bet offerings, progressives, card shufflers, signage, and other ancillary table game equipment, as well as table technology related to blackjack, poker, baccarat, craps, and roulette. This segment also provides Dex S, a single deck card shuffler for poker tables. Its brands include In Bet, Buster Blackjack, Double Draw Poker, and Criss Cross Poker. The Interactive segment offers a platform for business-to-business content aggregation used by real-money gaming and sports-betting partners; and business-to-consumer 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.
Contact 6775 S. Edmond St., Las Vegas, NV, 89118-3502 https://www.playags.com
IPO Date Jan. 26, 2018
Employees 916
Officers Mr. David B. Lopez Chief Executive Officer, President & Director Mr. Robert B. Ziems Chief Business & Legal Officer and Secretary Mr. Kimo Akiona Chief Financial Officer, Chief Accounting Officer & Treasurer Mr. Mark DeDeaux Senior Vice President & GM of Slots Ms. Julia Boguslawski Chief Marketing Officer Mr. Adam Whitehurst Senior Vice President of Slot Revenue Mr. Brad Joseph Boyer Senior Vice President of Corporate Operations & Investors Relations Mr. Sigmund Lee Chief Technology Officer Mr. Victor J. Gallo J.D. Secretary Mr. John Hemberger Senior Vice President & GM of Table Products