Review of Kinaxis Inc.

NOV 26, 2024 - KXS continues to be a great long-term winner in the niche market of supply chain software. If KXS can manage to continue to grow organically by double digits while right-sizing the stock-based compensation as the company grows over time, the long-term growth story of KXS as a high-quality SaaS compounder will continue to be attractive. We are maintaining our rating at ‘B+’.

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CGI Inc. Class A Subordinate Voting Shares (GIB.A $127.27)
- $127.27 P/E (TTM): 16.94X Cap: $28.55B
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Descartes Systems Group Inc. (The) (DSG $137.68)
- $137.68 P/E (TTM): 60.43X Cap: $12.03B
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Kinaxis Inc. (KXS $184.98)
- $184.98 P/E (TTM): 157.17X Cap: $5.20B
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Open Text Corporation (OTEX $50.51)
- $50.51 P/E (TTM): 15.31X Cap: $12.78B
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Q: It is said that AI will decrease the need for software or processes provided by software technology companies. Some fund managers have said that they have reduced their software holdings. Of the companies listed, are any more "immune" to the effects of AI?

Read Answer Asked by Theodore on September 17, 2025

Kinaxis Inc. (KXS $184.98)
- $184.98 P/E (TTM): 157.17X Cap: $5.20B
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Q: Hello 5i

Kxs has been pretending to be a growth stock now for five years…..trading sideways with price move failures at or below $200.

I do not have the luxury of holding since lows so really been watching dead money in a long term portfolio.

What valuation metric are investors waiting for Kxs to grow into?
Analysts have indicated lower prices ahead and have been right on this name again.

What’s it going to take?
Or is this finally a sell despite positive comments about recent earnings?

Thanks
Dave

Read Answer Asked by David on September 03, 2025

Descartes Systems Group Inc. (The) (DSG $137.68)
- $137.68 P/E (TTM): 60.43X Cap: $12.03B
- View DSG Profile
- View Questions on DSG
- View Reports on DSG
Kinaxis Inc. (KXS $184.98)
- $184.98 P/E (TTM): 157.17X Cap: $5.20B
- View KXS Profile
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- View Reports on KXS

Q: Hi, similar to a previous question, I've held DSG for awhile at about 4% of my portfolio and have come out a bit ahead. Would YOU think it might be a good time to sell half and begin a position into KXS? Or continue to hold DSG and initiate a position into KXS more slowly?
As a new 'customer,' I'm really appreciating all your advice! Thank you!

Read Answer Asked by GeeMac on August 26, 2025