Kinaxis Inc T.KXS

Alternate Symbol(s): KXSCF

Technology Software - Application

Kinaxis Inc. is a Canada-based company that is engaged in the design, development, marketing and sale of supply chain management software and solutions. The Company provides cloud-based subscription software that enables its customers to improve analysis and decision-making across their supply chain operations. The Company's cloud-based supply chain management platform is RapidResponse. Its solutions include platform, app warehouse and supply chain orchestration. Its platform solution includes concurrent planning, artificial intelligence (AI), advanced analytics, user experience, developer studio and integration. The Company's app warehouse solution includes multi-echelon inventory optimization, production scheduling and recycling planning. Its supply chain orchestration solution includes supply chain planning, such as planning one, Demand.AI, supply planning and enterprise scheduling, and supply chain execution, such as supply chain visibility, control tower and order management.

TSX:KXS - Post by User

Kinaxis Inc

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Post by Possibleidiot01on Oct 13, 2023 7:36pm

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Post# 35683213

Trevor Rose's Insights

BUY ON WEAKNESS

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research

In the recent quarter, revenue grew 25%, annual recurring revenue was up 22% and adjusted EBITDA margin improved to 14% from 13% last year. The company continues to show solid execution with strong organic growth, and the Saas business model is starting to generate meaningful cash flow and profitability, and strong switching costs for customers. We still like the name, and we think the recent drop may provide investors opportunity to average into the position. Since KXS never issues new shares (it has lots of cash) it does not get much broker attention and thus can sometimes 'drift' lower.
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