Company Analysis

Agora, Inc. API

A comprehensive view of key metrics, scores, and financial health for Agora, Inc.

Overview of Agora, Inc.

API NMS

Technology Software - Application Framework: Software & SaaS Small Cap

Agora, Inc. (API), is a Small Cap company, in the Software - Application industry, last closed at $4.05, about 70.6% undervalued vs fair value, +7.1% 1Y return, ranked 333/780 in sector.

Metrics P/E 42.2× Rev Growth 5.9% ROE 1.7% Gross Margin 66.4% Div Yield 0.00%

USD 4.05

-1.46%

(Delayed)

• Vol 90d: 60.2%

52-Week Range

Low

3.24

40%

Now 4.05

High

5.26

Market Cap

$351.73M

Enterprise Value

$380.46M

Overall Score

View breakdown

Overall

Growth

Fair

Profitability

Fair

Health

Fair

Efficiency

Good

Valuation

Fair

Growth

Fair

Profitability

Fair

Health

Fair

Efficiency

Good

Valuation

Fair

Completeness: 100%

Confidence: 62%

Updated: Sep 12

Top Beats

Quick Facts

Website https://www.agora.io/en/

HQ Santa Clara, CA

Employees 608

Fiscal year Dec 31

Next Events

No upcoming events available.

Fair Value Snapshot

Bear Base Bull

Current: $4.05 +71% vs base

Engine Room Money Flow™

Small Cap

Software & SaaS - Where revenue goes and how value is created

Flow Steps

Total Revenue

$141.1M

5.9%%

Gross Profit

$93.7M

9.6%%

Operating Income (GAAP)

$-9.4M

82.3%%

Operating Cash Flow

$27.2M

292.7%%

Money Flow Bridge

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Flow Direction: Money moves from left to right

Components: Breakdown shows composition of each stage

Industry-Specific: Software & SaaS

Data Quality Notes

Note: 'Free Cash Flow' here is GAAP FCF (Operating Cash Flow − CapEx). Many software companies report an adjusted FCF that also adds back SBC; the Rule of 40 and FCF Margin shown use GAAP FCF, which is the more conservative and investor-relevant figure.
Rule of 40 score is 2.5 — below the 40-point benchmark. The company is not yet balancing growth and profitability at the level typically expected by institutional SaaS investors.

Quality & Reliability Indicators

Gross Margin

66.4%

Good

Gross Profit / Revenue — pricing power and product moat (SaaS benchmark: >70%)

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Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Combined dividends, buybacks, and debt reduction

$27.7M

Where It Leaks

Cash Flow Health critical

Significant cash flow inefficiencies identified. Multiple high-impact leaks require attention.

Active Leaks

0/5

Improving

High Impact

Critical

Low

Stock-Based Compensation Leak

Current: 20.4%

Conversion Leak

Locked Leak

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Scores based on quantitative metrics and qualitative factors

Full moat analysis

Key strengths

FCF Margin Is Improving FCF trend is favorable (score 0.87), indicating improving cash scalability.
Returns Hold Over Time Return durability is healthy (score 0.81), indicating durable capital efficiency.

Key risks

Weak Product Reinvestment R&D commitment lags peers (score 0.26), weakening the innovation moat.
Growth-Profit Balance Looks Weak Innovation payoff is weak (score 0.29), indicating limited return on reinvestment.

The dashed ring is the peer median. Defense scores are percentile ranks against peers, so 50 is roughly the typical company in this group.

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Pricing Power

Developing

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Recurring Revenue Stickiness

Developing

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Innovation Engine

Developing

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Cash Scalability

Moderate

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Capital Efficiency

Moderate

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Balance Sheet Resilience

Moderate

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Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Software SaaS vs Industry Peers 94% Coverage

Click axes to expand details. Marker shows current allocation.

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Growth

42th percentile vs peers

Key Signals

Rev Growth YoY 5.9% 40p EPS Growth YoY 1.21 83p Buyback % -6.5% 91p TSR -2.2% 52p Revenue CAGR 3Y -4.2% 20p

Strengths

Interest Coverage Ratio in top 20% of peers (275.53, 97th percentile)
EPS Growth YoY in top 20% of peers (1.21, 83th percentile)
Current Ratio in top 20% of peers (4.58, 86th percentile)
Strong liquidity position vs peers

Risks

No significant risks identified for this axis.

Profitability

46th percentile vs peers

Key Signals

Strengths

Risks

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Safety

60th percentile vs peers

Key Signals

Strengths

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Two Futures

Scenario-based fair value ranges for Agora, Inc..

WACC X.X%

X%XX%

Rev CAGR 5Y X.X%

-XX%XX%

Op Margin XX.X%

-XX%XX%

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Bear

- - -

- upside

Base

$6.91

- - -

+70.6% vs current

Snapshot base estimate

Bull

- - -

- upside

Fair Value Range Current: $-

$- $- $-

Agora, Inc. API

Overview of Agora, Inc.

Quick Facts

Next Events

Fair Value Snapshot

Flow Steps

Money Flow Bridge

Data Quality Notes

Quality & Reliability Indicators

Gross Margin

Locked Metric

Locked Metric

Locked Metric

Locked Metric

Locked Metric

Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Stock-Based Compensation Leak

Locked Leak

Locked Leak

Locked Leak

Locked Leak

Key strengths

Key risks

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Pricing Power

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Recurring Revenue Stickiness

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Innovation Engine

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Cash Scalability

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Capital Efficiency

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Balance Sheet Resilience

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Growth

Profitability

Safety

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