Daily Stock Opinions and Ratings

Opinions

Stockchase InsightsKinaxis IncKXS.TOBUY ON WEAKNESSOct 13, 2023

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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$137.98

Stock price when the opinion was issued

$146.46

As of Jun 19, 2026. Market Open.

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COMMENT

It faced some financial headwinds in 2020 and lost money in 2021 but then did better. It looks like profits will continue to grow and he considers it a 'show me' story.

HOLD

Insider ownership not high enough to justify investment. Return on capital also not high enough. No debt is positive. Margins also trending down. Would give this company a pass for now. Neutral company based on first glance.

Unspecified

Kinaxis is at the top of its class. It has a great product but is pricey and can be volatile. It offers high growth but he is more of a value stock investor. He owned it for a long time and took profits at $180.00

BUY

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.

WEAK BUY

Nice niche. SaaS in the cloud, but caters to supply chains with a rapid response platform. An example of SaaS that can incorporate generative AI. Swings between profitability and not. For such a big company, it should be more consistent. Price target of $220.

DON'T BUY

Strong company with good underlying economics.
High share price a concern.
Would wait for share price to fall before investing (max 30x cash earnings).

BUY

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. 50% increase in workforce; positive sign. Reduced margins expected to normalize. Backlog remains healthy. Fair valuation compared to software peers.

HOLD

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. 50% increase in workforce; positive sign. • Reduced margins expected to normalize. • Backlog remains healthy. • Fair valuation compared to software peers.

BUY

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. Consecutive quarterly revenue growth. Strong player in supply chain management. Increased FY2022 guidance. Continues to be acquisitive.

DON'T BUY

Too far too fast. Their rise was sharp, but is now coming down to Earth. The tech space still has a ways to go. There are serious job cuts in tech that will persist.

BUY

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. RapidResponse continues to provide edge. Raised guidance on all aspects of business. Signed several new large global clients.

PAST TOP PICK

(A Top Pick Nov 19/21, Down 38%) Surprised that company trading at such low multiple. Tech companies hit hard in selloff. Supply chain technology is in demand during Covid-19. Has sold shares.

BUY

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. Consecutive quarterly revenue growth. Strong market position. Expanding into targeting the mid-market. Strong recent results and outlook for 2022.

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