skip to content
Detailed Quote
5i Report
Rating
B

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
Company Profile
Interactive Chart
Key Ratios
Earnings
Analyst Recommendations
5i Recent Questions
Q: April 28th you answered Kevin ranking these stocks in this order, there has been news on some, any changes you'd make to your guess?
Read Answer Asked by Charles on June 26, 2025
Q: Hi 5i team
Let me start by thanking you all for you valuable insights into markets and stock valuations through the years. My question is regarding a tfsa portfolio. I am considering reducing amount of stocks to 20. Which 6 stocks would you let go in order of first to sell to last. Secondly, could you give me a brief opinion/ comment on my present holdings in a tfsa and if there's value in keeping status quo.
Thanks as always
Gilles
Read Answer Asked by Gilles on June 27, 2025
Insiders
Share Information
News and Media