Added to YB: 2025-06-24
Pitch date: 2025-05-07
KXS.TO [bullish]
Kinaxis Inc.
-7.17%
current return
Author Info
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Company Info
Kinaxis Inc. provides cloud-based subscription software for supply chain operations in the United States, Europe, Asia, and Canada.
Market Cap
CAD 3.7B
Pitch Price
CAD 190.00
Price Target
304.00 (+77%)
Dividend
N/A
EV/EBITDA
63.54
P/E
154.56
EV/Sales
6.74
Sector
Software
Category
growth
Show full summary:
Kinaxis Inc. - $KXS.TO
KXS.TO: Mission-critical supply chain planning software w/ 95-100% retention. Growth to accelerate from 14.7% to 16% (above 10-15% industry) w/ EBITDA margins expanding from 22% to 30%+. New President Morgan fixing GTM issues; tariff surge driving demand. At 25.4x EV/NTM EBITDA vs 35x 3yr avg. PT: C$304 (63% upside).
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