AGI vs Aristocrat

Ainsworth Game Technology
Market capitalisation: $676,687,257.60
2014 Revenue: $244 million
2014 NPAT: $61.6 million

Aristocrat Leisure
Market capitalisation: $4,158,147,133.44
2014 Revenue: $870.3 million
2014 NPAT: $118.1 million

I decided to start a new thread because I was fed up of reading Sharls' rants about 'Roger Montgomery'. The negativity is simply creating an opportunity for shorters to manipulate the share price of a very solid performing growth company. Shorters took opportunity during AGI's AGM announcement about revenues being lower in the first half of 2015, but were assured that full year revenues would be higher. Historically if we look at the growth of this company, this definitely seems to be a fair prediction. The company has outperformed itself year on year.

When we compare these two companies in the same business (Len Ainsworth's former company), we can see that Aristocrat is valued at about 6 times the price of AGI. Looking at performance, profit is about half of Aristocrat even though revenue is significantly greater at Aristocrat. Ainsworth Game Technology appears to be performing very well and has massive potential for growth, particularly in overseas markets. Surely AGI should be trending in the same direction.