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Opinions Ryan Modesto
Kinaxis IncKXS.TOCOMMENTApr 11, 2017
Stock price when the opinion was issued
As of Jun 19, 2026. Market Open.
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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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Will continue to do well. Growing really fast. Hit an EPS growth target of 15% every year for the last decade. Really likes the story.
Andrew Pink
A great Canadian tech name that nobody seems to talk about. Essentially does logistics software. It looks like they have built a better mouse trap. They are stealing business from the likes of Oracle (ORCL-N) and SAP (SAP-N), so they may be a bit of an acquisition target. If a value investor, you are not going to be comfortable with this and will not want to hold it. However, if a growth investor, this is a name that in 2 years’ time is expected to double revenues. If they do that and then do it again in 4 years’ time, that valuation is going to start to look pretty cheap. He likes stocks that show good momentum. This has good potential.