Review of Kneat.com
JUN 12, 2025 - KSI’s critical solutions to large pharmaceutical and biotech firms are highly sticky software. KSI’s customers not only tend to stay with KSI’s platform for the long term, but also expand spending over time. As a result, Annual Recurring Revenue (ARR) – a key performance indicator of SaaS business, which KSI consistently achieves strong growth over the years. In the most recent quarter, KSI reported a 51% growth in ARR. Also, KSI has started to demonstrate cost control discipline, as all expenses consisting of research and development (R&D), sales, and general and administrative (SG&A) expenses grew much slower than sales in recent quarters. We think the company could start to see some meaningful improvement in terms of profitability and cash flow over the coming years. KSI resembles some of the early compounders in the making. We think that if the management can continue to execute, the company could be a great long-term holding for growth-oriented investors. We are initiating our ratings at ‘B’.
Download Report
{tplLang.details | toLang tLang}
{tplLang.industryclassifications | toLang tLang}
{tplLang.toolname| toLang tLang}
-
NVIDIA Corporation (NVDA $167.02)
- $167.02 P/E (TTM): 53.88X Cap: $4.05T
- View NVDA Profile
- View Questions on NVDA
-
CGI Inc. Class A Subordinate Voting Shares (GIB.A $133.93)
- $133.93 P/E (TTM): 17.69X Cap: $30.05B
- View GIB.A Profile
- View Questions on GIB.A
- View Reports on GIB.A
-
Descartes Systems Group Inc. (The) (DSG $149.45)
- $149.45 P/E (TTM): 64.2X Cap: $12.84B
- View DSG Profile
- View Questions on DSG
- View Reports on DSG
-
kneat.com inc. (KSI $5.53)
- $5.53 Cap: $525M
- View KSI Profile
- View Questions on KSI
- View Reports on KSI
-
Topicus.com Inc. (TOI $178.50)
- $178.50 P/E (TTM): 85.11X Cap: $14.87B
- View TOI Profile
- View Questions on TOI
- View Reports on TOI
-
Cellebrite DI Ltd. (CLBT $16.61)
- $16.61 Cap: $3.97B
- View CLBT Profile
- View Questions on CLBT
-
Lumine Group Inc. (LMN $49.20)
- $49.20 P/E (TTM): 187.99X Cap: $12.62B
- View LMN Profile
- View Questions on LMN
- View Reports on LMN
-
kneat.com inc. (KSI $5.53)
- $5.53 Cap: $525M
- View KSI Profile
- View Questions on KSI
- View Reports on KSI
Thank you
-
Cipher Pharmaceuticals Inc. (CPH $16.02)
- $16.02 P/E (TTM): 25.28X Cap: $406M
- View CPH Profile
- View Questions on CPH
- View Reports on CPH
-
Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $121.52)
- $121.52 P/E (TTM): 18.22X Cap: $1.44B
- View HPS.A Profile
- View Questions on HPS.A
-
Aritzia Inc. Subordinate Voting Shares (ATZ $83.40)
- $83.40 P/E (TTM): 41.91X Cap: $9.57B
- View ATZ Profile
- View Questions on ATZ
- View Reports on ATZ
-
Kraken Robotics Inc. (PNG $3.48)
- $3.48 P/E (TTM): 58.0X Cap: $1.06B
- View PNG Profile
- View Questions on PNG
-
Tornado Infrastructure Equipment Ltd. (TGH $1.86)
- $1.86 P/E (TTM): 37.2X Cap: $257M
- View TGH Profile
- View Questions on TGH
-
Zedcor Inc. (ZDC $4.19)
- $4.19 P/E (TTM): 246.47X Cap: $441M
- View ZDC Profile
- View Questions on ZDC
-
kneat.com inc. (KSI $5.53)
- $5.53 Cap: $525M
- View KSI Profile
- View Questions on KSI
- View Reports on KSI
-
Vitalhub Corp. (VHI $11.68)
- $11.68 P/E (TTM): 137.41X Cap: $655M
- View VHI Profile
- View Questions on VHI
- View Reports on VHI
-
Biorem Inc. (BRM $2.04)
- $2.04 P/E (TTM): 13.6X Cap: $32M
- View BRM Profile
- View Questions on BRM
-
Tantalus Systems Holding Inc. (GRID $2.97)
- $2.97 Cap: $152M
- View GRID Profile
- View Questions on GRID
-
MDA Space Ltd. (MDA $44.01)
- $44.01 P/E (TTM): 48.9X Cap: $5.49B
- View MDA Profile
- View Questions on MDA
-
Propel Holdings Inc. (PRL $32.18)
- $32.18 P/E (TTM): 15.68X Cap: $1.25B
- View PRL Profile
- View Questions on PRL
- View Reports on PRL