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’.

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