Ochai Agbaji will not play the Iowa State game tonight (February 1, 2022) due to Covid protocols. Before the news the opening line was -4.5 KU, however it now sits at -2.5 KU with fewer than four hours before tip-off. It could go move more in that time period, but as of now it’s only moved 2 points in favor of ISU following the news.
This seems to be too small of movement. Ochai Agbaji has been KU’s best player, averaging 20.9 PPG on 46.4% 3-point shooting. He is getting attention as a national player of the year candidate, and is certainly on pace to reach first team all-American. Other Jayhawk notables such as Remy Martin or David McCormack who could theoretically take more of a scoring role in his absence have struggled for much of the season.
Player value is what this site is about. Before we get to what the stats say, let’s look back at a couple of other recent instances where a star KU guard missed a road game and what happened to the line. In the 2020 season, PG Devon Dotson was a late scratch for a road game at Oklahoma. Kansas was just coming off a rough home lost (sound familiar?) to Baylor, and the news was concerning for those wanting the Hawks to get back on track. The line started out as -6.5 KU and finished at -4.5 KU, a movement of 2 points. For some reason, memory seems to indicate that the line moved even more toward OU before reverting back toward KU closer to tip. A Marcus Garrett-led Kansas team would pull away in the second half to win 66-52.
Just last season, Marcus Garrett was the star guard finding himself as the one missing a road game (this time against TCU). Once again, Kansas was coming off a bad home loss (this time to Texas). Dajuan Harris would get the start, David McCormack would finish with 20 points, and KU would cruise to a 93-64 in Fort Worth. Interestingly, the line moved from -4 KU to -6 KU, indicating that Garrett’s injury was likely announced before betting was opened on the game, thus his injury had no effect on the difference between the beginning and closing lines. KenPom, who doesn’t adjust his lines for player injury, only had KU as 4-point road favorites. If anything, Vegas was undisturbed by Garrett’s absence.
The lesson going in to tonight is don’t count out Kansas yet. Even without Ochai, they have a solid rotation and are playing against a team ranked 113th in adjusted offense.
Ochai’s Value
So far in the season, Charting the Hawks has Agbaji as a +6.29 player, meaning he has been 6.29 points better than a hypothetical replacement player. This replacement level is set at the “bubble” level. In other words, the comparison is to a player who provides average value for a bubble team (think starter but not star for a bubble team). A +6.29 score is very good, and Agbaji’s 2022 season would be the fifth-best season of any Jayhawk since 1997 should it hold.
Our first estimate of not having Agbaji will be -6.29 for Kansas. So if Vegas thought KU would be -4.5 with Agbaji, maybe without him the line should be +1.5 or +2.
This is but the first estimate. We must consider other factors. For one, neither KU (nor any other team) has a player that is a precise “replacement player” in terms of value. Ochai’s minutes aren’t going to be replaced by someone exactly -6.29 points per game worse than he. Rather, they will be distributed among different KU players, some of whom are skilled players and positive contributors. For the season, Agbaji is playing 85.7% of KU’s minutes, or 34.3 out of 40 minutes. So KU will need to come up with about 34 minutes to make up what Och has been averaging.
A decent portion of these minutes will go to Christian Braun and Jalen Wilson, two wings who are playing better than the hypothetical “replacement player” we discussed earlier. Likely some additional minutes will go to Remy Martin (if healthy) and Jalen Coleman-Lands. Again, both of these guys are better than replacement level, but not by much. There’s also a chance that K.J. Adams gets some minutes at the 4 to account for less wing depth. He has also been a positive-value KU player.
Perhaps Pettiford and Yesufu, two PG-types with poor seasons to this point, will play more, but it’s not likely that either will need to play much even with Ochai’s absence.
The point is, KU will be replacing Ochai’s minutes with better-than-average players, even though no one has been at Agbaji’s level of performance this season. To calculate a more accurate loss of value, we will distribute Ochai’s minutes mostly to the wings (Braun, Wilson, Coleman-Lands, Adams) and a small portion to the guards (Martin, Harris, Yesufu, Pettiford). From there, we will take each player’s per-minute value, leveraged up to the estimated minutes each will play tonight. Adding this together, we get a new team value-score of +4.87. Since the current team value-score is +8.84, we estimate that Agbaji is worth about four points to this year’s team.
Final Thoughts
These estimates have trouble taking into consideration how differently KU might play without Agbaji. Luckily for Kansas, it has quite a bit of wing and guard depth. Furthermore, Och’s shot volume will be replaced by capable players even though these guys haven’t been as good as Agbaji of course. Another factor is scouting. Not having Ochai might throw off Iowa State’s defense, which has prepared to play against him. KU might have new sets that get them an extra bucket or two that their opponents weren’t prepared for.
Hoop-explorer tracks on/off efficiency, essentially showing how a team does when a certain player is on the court vs. off the court. Unsurprisingly, KU has been much better with Agbaji in the game (Net rating of 32.1 vs. 8.2). This is quite a large difference. But some of this is due to Agbaji being out of the game in weaker lineups. Once you remove the walkons, Yesufu, Clemence, and Pettiford; the difference is less pronounced (32.9 vs. 18.1). This works out to about a 9-point difference over a period of 68 possessions. That’s still a big gap. So who knows?
In closing, the line only moving 2 points is likely undervaluing Och’s presence on Kansas. If KU with Ochai is 4.5 point favorites, they are probably either -1 or even Pick without him. However, in a one game scenario, I’m not sure if that is a huge betting edge.