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5i Report

Review of Kinaxis Inc

DEC 07, 2023 - Management currently appears to be focussed on increasing top line revenue by winning over new customer contracts. This strategy was displayed in the third quarter with significant revenue increases and improvements in margins. A strong third quarter for KXS has the company positioned for upward price momentum in the future. We are maintaining our rating at a B+.

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5i Recent Questions
Q: Hi 5i - how would you rank the following tech companies at todays prices for new positions:


Thanks, Neil
Read Answer Asked by Neil on June 14, 2024
Q: Both KXS and MANH offer software solutions to manage supply chains.

KXS has low single digit operating margins and ROIC.
MANH has high operating margins (20%+), and high ROIC (40%+).

They have similar gross profit margins (~50-60%), and in fact, KXS is the higher of the 2. In comparison, is KXS "bleeding" money on certain expenditures that MANH is not, or why does MANH screen so much better? What is MANH doing different that has allowed its stock to grow over 3x the CAGR of KXS over the past 5 years?

If your investable universe included US stocks, would you side with MANH going forward as a replacement to KXS in your model portfolio?

Read Answer Asked by Adam on June 04, 2024
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