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 $134.08)
- $134.08 P/E (TTM): 17.41X Cap: $30.08B
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Celestica Inc. (CLS $261.42)
- $261.42 P/E (TTM): 40.79X Cap: $30.07B
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Kinaxis Inc. (KXS $194.59)
- $194.59 P/E (TTM): 164.37X Cap: $5.50B
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Open Text Corporation (OTEX $45.15)
- $45.15 P/E (TTM): 13.15X Cap: $11.48B
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Docebo Inc. (DCBO $42.97)
- $42.97 P/E (TTM): 44.11X Cap: $1.23B
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D2L Inc. Subordinate Voting Shares (DTOL $16.53)
- $16.53 P/E (TTM): 22.88X Cap: $905M
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Q: Hi there, what would be the best risk to reward AI play on the TSX? Would it be CLS? If not CLS, what name would it be? And could you maybe provide a few names that you have conviction in, in order? Thank you!

Read Answer Asked by Michael on August 21, 2025

CGI Inc. Class A Subordinate Voting Shares (GIB.A $134.08)
- $134.08 P/E (TTM): 17.41X Cap: $30.08B
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Constellation Software Inc. (CSU $4,549.91)
- $4,549.91 P/E (TTM): 110.08X Cap: $96.41B
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Celestica Inc. (CLS $261.42)
- $261.42 P/E (TTM): 40.79X Cap: $30.07B
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Kinaxis Inc. (KXS $194.59)
- $194.59 P/E (TTM): 164.37X Cap: $5.50B
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $196.52)
- $196.52 P/E (TTM): 77.53X Cap: $255.35B
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Q: Looking at these Canadian tech heavyweights, could you rank what you would buy today for long term hold and why?

Read Answer Asked by Peter on August 13, 2025

Kinaxis Inc. (KXS $194.59)
- $194.59 P/E (TTM): 164.37X Cap: $5.50B
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Q: Can you comment on earnings. Seemed generally ok but some slight misses compared to expected. Don’t understand the big drop on Wednesday.

Read Answer Asked on August 07, 2025