Review of Sylogist Ltd.

JUN 12, 2025 - SYZ used to be an attractive name for income investors, but it started to change the investment thesis completely in recent years. SYZ has invested meaningfully to become a growth SaaS name rather than a steady dividend-growth legacy software company. SYZ also focused more on organic growth rather than through large acquisitions. SYZ is a high-quality business with tremendous cash flow generation and an attractive double-digit growth driver from the subscription segment. SYZ may see a natural gross margin and multiple expansion over time as the SaaS subscription business becomes a larger portion of total revenue. It is still early days, but we are seeing a positive trend in SYZ’s fundamentals. We are open to an upgrade in the future if the company can continue to execute to drive double-digit subscription growth. To be conservative, we will maintain the rating at “B” for now.

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Sylogist Ltd. (SYZ $3.90)
- $3.90 Cap: $91M
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Q: Greetings 5i, I know that Sylogist is not high on your list right now although in the past 5i has been favourable toward the company. However, can you please provide your analysis of and opinion on the ongoing shareholder activism. Is PenderFund a credible entity? Is OneMove a credible entity? Neither one? If you were a shareholder what side of this battle would you land on and why? Thank you.

Read Answer Asked by Barbara on March 12, 2026

Sylogist Ltd. (SYZ $3.90)
- $3.90 Cap: $91M
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Q: Anything moving Sylogist on big volume today?

Read Answer Asked by blake on February 13, 2026

Sylogist Ltd. (SYZ $3.90)
- $3.90 Cap: $91M
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Q: Of these beaten up software stocks, which 3 or 4 stocks would you choose, keeping in mind greatest return potential and not too much overlap between the picks. Thanks

Read Answer Asked by Sandy on February 12, 2026