Added to YB: 2025-01-21
Pitch date: 2025-01-21
KSI.TO [bullish]
kneat.com, inc.
-32.31%
current return
Author Info
Capital Light delivers in-depth investment insights and ideas on stocks that operate with asset-light and capital-efficient business models, along with occasional value-oriented and short ideas. Sign up for their newsletter.
Company Info
kneat.com, inc., together with its subsidiaries, designs, develops, and supplies software for data and document management within regulated environments in North America, Europe, and the Asia Pacific.
Market Cap
CAD 509.5M
Pitch Price
CAD 6.50
Price Target
N/A
Dividend
N/A
EV/EBITDA
-82.59
P/E
1.0K
EV/Sales
8.36
Sector
Health Care Technology
Category
growth
Kneat: A Capital Light Smallcap SaaS Business You Can't Ignore - Part 1
KSI.TO: Life Sciences SaaS leader in validation mgmt. 50%+ CAGR since 2019. $2B TAM, 40x current ARR. Near breakeven Q3'24. 9x NTM EV/S. Sticky customers, high switching costs. Risks: growth slowdown, multiple contraction, compliance failures. Competes with Veeva, ValGenesis. Strong moat potential.
Read full article (12 min)