Quality Investor

Agora, Inc.

Rank #422Value

API · Nasdaq · Technology

Agora, Inc. (API) — Rank #422 by gross profitability (GP/assets 0.13) · ROE 1.7% · Piotroski F-Score 6 / 9.

As-of 2026-09-15 · CIK 0001802883 · all metrics point-in-time as of the filing date.

About

Agora, Inc., through its subsidiaries, engages in the operation of a real-time engagement platform-as-a-service in the United States, the People's Republic of China, and internationally.

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Its RTE-PaaS platform enables real-time engagement for concurrent end users which offers real-time engagement offerings, such as video calling, voice calling, live streaming, chat, signaling, conversational AI engine, and convo AI device kit. The company also provides extensions, including analytics, media services, Interactive whiteboard, Real-time speech-to-text, and Real-time translation. It operates under the Agora and Shengwang brands. Agora, Inc.

was incorporated in 2013 and is headquartered in Santa Clara, California.

Industry
Software - Application
Sector
Technology
State
E9
Filer Category
Accelerated filer
Fiscal Year End
December 31

Price History

API-87.6% · -34.2% CAGRSPY+80.5% · +12.5% CAGR

Company Snapshot

P/E and dividend yield are the primary valuation lenses for mature businesses.

Market Cap

$332.28M

P/E (annual)

196.5

P/S (annual)

2.4

P/B

0.6

P/OCF (annual)

12.2

Shareholder Yield

-6.0%

Employees

543

Industry

Software - Application

Exchange

Nasdaq

Signal Flags

1 green1 yellow
Revenue growth acceleratingGrowth rate increasing year over year
Dilution above 2%Annual share count increase exceeds 2%. May be acceptable for high-growth companies funding talent via stock compensation

Quality Profile

Profitability

1/1 pass
GP / assets
0.13
Return on equity
1.7%
Gross margin trend
PASS

Safety

1/1 pass
Balance-sheet safety
PASS
Debt / equity
0.28
Current ratio
4.58×
Net cash
$28.79M

Cash Flow

3/3 pass
Positive FCF
PASS
Cash-backed earnings
PASS
Accruals healthy
PASS
SBC / revenue
3.9%

Growth

1/2 pass
Revenue growth
5.9%
Piotroski F-Score
6 / 9
Share dilution
6.0%

Terry Smith quality gate

Passes 2/5 Terry Smith thresholds

What Growth Is Priced In

Implied revenue growth (10Y)

22.9%

fairly valued

The annual FCF growth rate today's price requires over a 10-year horizon (discount rate 10%, terminal growth 2.5%).

Dilution drag: 6.0% — per-share value needs a total required return of 28.9% once share-count change is priced in.

vs. own 6-year median revenue growth: 0.8%

priced above its own history

Cost-of-equity sensitivity (implied growth at different discount rates)

r = 8%

17.8%

r = 10% (base)

22.9%

r = 12%

27.4%

Net debt / market cap: -1.9%

Note: current FCF margin is 1.8σ above its historical mean — implied growth may understate valuation risk if the margin reverts.

Base FCF: $25.5M3Y mean FCF: -$1.9M

Valuation History

Current multiple vs historical range at each filing date. Band spans 25th-75th percentile.

P / S

Price / revenue per share

11.1xFair
7.0xmed 11.1x159.7x

P / B

Price / book value per share

2.8xFair
1.6xmed 2.4x32.5x

P / GP

Price / gross profit per share

16.8xFair
11.1xmed 16.8x247.0x

Dividend yield and payout ratio are the primary reads at this stage (trailing P/E — see valuation above).

Profitability

Gross profitability (GP / assets)

0.13

Primary signal (Novy-Marx).

0th pctl of 38 SIC 7372 peers

Return on equity

1.7%

Gross margin

66.4%

41st pctl of 38 SIC 7372 peers

Revenue growth (YoY)

5.9%

Gross margin improving

Margin trend vs prior year.

PASS

Operating Leverage

2022202320242025
Revenue vs COGS
Revenue vs OpEx
Op. Income vs Revenue

Growth

Revenue CAGR (3Y)

-4.2%

Revenue CAGR (5Y)

1.1%

Earnings CAGR (3Y)

FCF CAGR (3Y)

Anti-fragile safety

Balance-sheet safety

Composite anti-fragile check.

PASS

Debt / equity

0.28

78th pctl of 33 SIC 7372 peers (best = lowest)

Current ratio

4.58×

84th pctl of 38 SIC 7372 peers

Quick ratio

1.85×

Net cash

$28.79M

Cash & equivalents minus total debt.

Cash-flow health

Free cash flow

$25.53M

Operating cash flow minus capex.

Positive free cash flow

PASS

FCF / net income

1.68

Cash-backing of earnings.

FCF/NI divergence

Unfavorable divergence (yellow flag).

PASS

Accruals healthy

Cash-backed earnings.

PASS

SBC / revenue

3.9%

Stock-based comp intensity.

Piotroski F-Score

F-Score

6 / 9

Fundamental-strength score (0-9).

Lifecycle Phase History

20202025
Hypergrowth
Startup
Decline
Value