Professional
Added to YB: 2024-11-28
Pitch date: 2024-11-28
KXS.TO [bullish]
Kinaxis Inc.
-0.38%
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 3.5B
Pitch Price
CAD 178.01
Price Target
N/A
Dividend
N/A
Sector
Software
Category
value
Show full summary:
Kinaxis: A Supply Chain Software Leader Trading at a Discount
KXS.TO: Supply chain planning software with 16% CAGR market. New CEO to boost growth. Maestro platform launch. Profitability to improve via leverage, margins, cost cuts. $8.02/share net cash. Cheap at 6x sales vs 10x peers. Risks: prolonged growth slump, increased spend, competition. Recent rally on takeout rumors.
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