Based on the aggregated intelligence of 180,000-plus investors participating in Motley Fool CAPS, the Fool's free investing community, hospitality and specialty retail software specialist MICROS Systems (NASDAQ: MCRS) has earned a respected four-star ranking.

With that in mind, let's take a closer look at MICROS and see what CAPS investors are saying about the stock right now.

MICROS facts

Headquarters (founded)

Columbia, Md. (1977)

Market Cap

$3.6 billion

Industry

Systems software

Trailing-12-Month Revenue

$1.2 billion

Management

CEO Peter Altabef

CFO Cynthia Russo

Return on Equity (average, past 3 years)

16%

Cash / Debt

$631.8 million / $0

Competitors

NCR

Panasonic

PAR Technology

Sources: S&P Capital IQ and Motley Fool CAPS.

On CAPS, 93% of the 147 members who have rated MICROS believe the stock will outperform the S&P 500 going forward.

Earlier this week, one of those Fools, All-Star TMFDeej, brought MICROS' potential catalyst to our community's attention: "Following ValueAct Capital after it was announced [Tuesday] that it has purchased a 7.5% stake in the company. Good things usually result when this activist shakes things up."

Want to see how well (or not so well) the stocks in this series are performing? Follow the TrackPoisedTo CAPS account.